【ferro-alloys.com】

  The overseas market is becoming a big engine for the performance growth of many domestic power battery manufacturers.

  Recently, Ningde Customs released statistics showing that in the first quarter of this year, Ningde times declared the export value of power batteries at Ningde customs at 2.517 billion yuan, an increase of 28.7 times over the same period last year. It is understood that in the first quarter of this year, Ningde era products were sent to Europe in the form of power battery modules, mainly providing power batteries for electric vehicles of international car companies such as Mercedes Benz and BMW.

  Statistics show that in the first quarter of this year alone, the export volume of Ningde era in Ningde customs exceeded its annual export volume of 2 billion yuan in 2019, and exceeded the data of 2.24 billion yuan in the first half of 2020, which shows that Ningde era is making efforts to the overseas market.

  On April 20, Yiwei lithium energy released its 2020 annual performance report, which showed that the company's power battery business revenue in 2020 was 4.064 billion yuan, a year-on-year increase of 93.08%. Yiwei lithium explained that the company's power battery business will achieve a substantial growth in 2020, mainly due to the "rapid growth of overseas sales of soft pack ternary batteries."

  According to the performance report of Yiwei lithium energy in 2020, its annual operating revenue was 8.162 billion yuan, of which the overseas business revenue was 3.850 billion yuan, with a year-on-year growth of 126.76%. Among them, the power battery business contributed the most.

  According to battery china.com, overseas customers of Yiwei lithium power battery business in 2020 are mainly Daimler and Hyundai. At the same time, it has opened up BMW, Jaguar Land Rover and other international car companies since 2020.

  In fact, Yiwei lithium energy's overseas power battery business should grow faster. According to the performance report of Yiwei lithium energy in the first quarter of 2021, in the first quarter of this year, the company's power battery sales increased by 302.21% year-on-year, and continued to maintain a high growth trend. The main reason is that the company's three yuan soft pack battery orders are sufficient, the delivery is stable, and the lithium iron phosphate battery has also entered the capacity release period.

  Previously, Liu Jincheng, chairman of Yiwei lithium energy, revealed in an interview with battery china.com that in 2021, Huizhou's 9gwh soft pack batteries will be in full production. At the same time, in order to actively respond to the needs of overseas customers, this year's soft pack capacity will be expanded to 10gwh.

  On April 22, GuoXuan hi tech released its 2020 performance report, which showed that the company's overseas battery sales reached 159 million yuan in 2020, a sharp increase of more than six times over the same period last year, and its proportion in the annual sales revenue increased significantly from 0.45% in 2019 to 2.36%. GuoXuan hi tech said that although the overseas market was affected by the epidemic situation, the company's overseas market performance increased by 616.42% year-on-year, and breakthrough progress has been made in overseas market development, providing a basis for the subsequent rapid promotion.

  GuoXuan high tech said that in 2021, the company will promote mass production of Volkswagen MEB modules and actively expand the international market.

  On April 20, the battery developed and designed by Funeng technology for Mercedes Benz's EVA platform held a mass production offline ceremony at Funeng technology's Zhenjiang factory. According to people familiar with the matter, Funeng technology will supply Daimler in the second quarter of this year, and its products will be exported to overseas markets in batches. As a core supplier of power batteries for Daimler, Funeng technology's export business this year is expected to become a major engine of the company's performance.

  Yang Hongxin, chairman of beehive energy, told battery china.com that the company's lithium iron phosphate order has also been fixed by a European car company, and the company's lithium iron phosphate battery products will be mass produced this year. It is expected that its battery export to overseas market has also been put on the agenda.

  In addition, Xinwangda, Wanxiang 123 and other power battery enterprises have been or are actively docking with overseas customers to accelerate the development of overseas power battery market.

  It is worth noting that in addition to the battery itself exported to overseas markets and supporting international automobile enterprises, the scale of battery supporting automobile enterprises and then exported to overseas markets through automobiles is also growing rapidly.

  In October 2020, the model 3 produced by Tesla (Shanghai) factory has been exported to the European market. According to Tesla's plan, about 100000 model 3 will be exported from Shanghai factory in 2021, and the batteries are basically from Ningde era. According to the model 3 basic version of the single car charging capacity of 55kwh, it is expected that the export of this model will drive the export of power batteries to 5.5gwh.

 In addition to Tesla, the Chinese factory of Ningde times produces BMW ix3, which is expected to export about 12000 vehicles this year.

  Since last year, BYD has frequently obtained orders from other countries for electric buses, and its batteries have been bundled with vehicles, resulting in a considerable export scale.

  In addition, new energy commercial vehicles such as Yiwei lithium energy, GuoXuan hi tech, Yinlong new energy and Weihong power have entered the intensive period of "going to sea" since last year, driving the growth of their power battery export volume in disguised form.

• [Editor:Catherine Ren]