Dong Yan of news analyst of presiding investment officer:
Ning Deshi is acting (CATL) the research and development that basically pursues cell of power of car of new energy resources and sale, main product covered the lithium of phosphoric acid iron of the mainstream on the market and cell of 3 yuan of power. Below the setting that develops quickly in car of new energy resources, car of follow closely of peaceful heart times is electric the tide that turn, depend on banner product technology, grow quickly for global motivation bibcock, become country alone the delegate of horny animal industry.
Peaceful heart times sits firmly absolutely in home the head of dynamical cell an an ancient folding chair, according to 18 years newest data shows, the market share of times of peaceful heart of dynamical cell respect exceeds 4 to become, the market has Biyadi rate 23% , two owned the of 63% share of dynamical cell.
Since the company held water 2011, dynamoelectric change tide to sweep across, policy is driven develop quickly, company deepness is benefited, alleged climate. The company grows initial stage, ATL of back large stockholder (limited company of science and technology of Ning Dexin energy, batteries of malic mobile phone is the biggest supplier) the bibcock position in domain of consumptive power cell, carry development of these a few years, in domain of cell of power of car of new energy resources also be take cities and seize territory, far swing the 2nd Biyadi in behind. 2017, volume of shipment of cell of company motive force achieves 11.84Gwh, market share whole world the first, become Wang Zhe of global power cell.
Enter the share price after appearing on the market 2018 highest achieve 95 yuan or so, end at present on September 5, 2018 closing quotation, share price 61.39 yuan every, total market prise is one hundred and thirty-three billion three hundred and sixty-six million yuan of RMBs. Heart times and tack of company of domestic and international main car could there be to make an appointment with since this year, signed the agreement that offers dynamical cell to obtain very how old order.
From the point of client structure, CATL enclothed the manufacturer of car of new energy resources of domestic mainstream, included eaves to connect new energy resources of steam of car of dragon of passenger car, gold, north, go up the leader plant such as steam, wide steam, relatively at manufacturer of cell of domestic other motive force, the client is more rich. In the development respect of the international market, CATL has been in the United States, Canada, Germany, France, Japan to waited for staple market to create agency at present, center of research and development is established in Germany and plan build base of first overseas production, CATL is already at present farther the international such as Lu Hu, as beautiful as leopard of BMW, Daimule, contemporary, nimble Xue Tielong, masses and Woerwo is famous enterprise myth cooperates.
Below the circumstance that quickens conformity in the industry, the competition between dynamical cell manufacturer holds add aggravate. CATL regards bibcock of global power cell as the enterprise, all be in the whole world in the respect such as capital, client, dimensions, technology banner cavalcade, below the big environment that gives clear stage by stage in the market, hopeful of CATL market share continues to promote.
