In order to enhance the comprehensive market competitiveness of BAIC new energy automobile products, Contemporary Ampere Technology Co., Ltd. and BAIC New Energy established a joint R&D team to carry out in-depth cooperation on new power battery packs.
Second, BYD (002594): the leading stock of new energy vehicles. In February 1 1 day, BYD closed at 230. 19 yuan, down 4. 14%. This year, the growth rate dropped by-17.73%, and the total market value was 6701.1600 million yuan.
The new energy vehicle industry is the absolute leader, and the domestic market share of new energy vehicles is the first.
3. Changan Automobile: In the past five trading days, its share price dropped by 0.85%, with the highest price of 13.45 yuan, and its total market value dropped by 840 million yuan.
Four. Faw liberation: Looking back on the past five trading days, faw liberation rose for four consecutive days. During the period, the overall increase was 2.06%, with the highest price of 9.87 yuan and the lowest price of 9.42 yuan, with a total turnover of 2969 1.5 million lots.
Verb (abbreviation of verb) Zhong Ding shares: In the past five years, the share price of Zhong Ding shares has fallen by 4.49%, and the total market value has shrunk by 993 million. The current market value is 2265438+44 million yuan. In 2022, the stock price fell-12.04%.
What is the development trend of new energy automobile industry?
The summary of the research report of brokers is as follows: 2022 is the first year of comprehensive application of battery structure innovation.
Since 1.202 1, various car companies have revised or newly installed CTP battery packs, and gradually expanded their market share by reducing costs and increasing efficiency.
2. Domestic battery companies lead the global CTP technology development: Since 20 19, Contemporary Ampere Technology Co., Ltd., BYD and Honeycomb Energy have successively announced the latest plans to directly integrate batteries into battery packs, eliminating the module link, effectively improving the space utilization rate and energy density of battery packs by 20%~30%, and reserving more integrated CTC technologies to achieve global leadership.
3.3.CTP technology hedges the cost pressure brought by rising raw material prices by reducing costs and increasing efficiency, and continues the trend of battery parity. Under CTP technology, the materials of module structural parts in the battery pack are significantly reduced, which directly reduces the cost of the battery pack 100 yuan /kwh. 4. Car companies continue to accelerate the introduction, and the penetration inflection point is obvious: 202 1 year, and the penetration rate of battery packs equipped with CTP technology in China is 12. 13%. It can be predicted from the cooperative models signed in the current market that the CTP penetration rate is expected to continue to increase in the future.