Recently, it seems that new energy vehicle companies have established their own battery companies to become a new trend. The battery company of NIO has just been established, and GAC Aion’s battery company has also arrived. GAC Aion's sales of more than 30,000 vehicles per month can indeed support a large "battery factory".
On October 27, GAC Aion announced that its battery company, InPai Battery Technology Co., Ltd., has a registered capital of RMB 1 billion. The company is located in Panyu District, Guangzhou City. It is jointly invested by GAC Aion, GAC Passenger Car , and GAC Trading. It is controlled by GAC Aion. Its business scope covers the production and manufacturing of new energy vehicle power battery, battery material research and development and technical services of related products.
does not give CATL "working"
It is reported that as early as two months ago, the board of directors of GAC Group reviewed and approved the establishment of a battery company by Aian . After the establishment of the battery company, it will carry out the industrialization of independent batteries, including the research and development, production, manufacturing and sales of independent batteries, and the total investment of the project will reach 10.9 billion yuan.
For new energy vehicles, batteries are a key variable related to production and manufacturing costs. As the prices of upstream raw materials rise, the cost of power batteries remains high, whether in manufacturing or purchasing.
GAC Group Chairman Zeng Qinghong said at this year's World Power Battery Conference that the current upstream price of the power battery industry chain is too high, and the price pressure is directly transmitted to the vehicle manufacturers. The cost of power batteries has accounted for 40%-60% of the production of the entire vehicle. "Then am not working for CATL?" Zeng Qinghong joked.
Just one month after Zeng Qinghong's above statement, GAC Group passed the resolution to establish a battery company in Aian. The establishment of Pai Battery Technology Co., Ltd. further shows that Aian wants to develop and produce its own batteries.
official said that the core of competition in the future new energy vehicle industry is technology and cost. Whether it can achieve independent control of core technologies such as power batteries and related industrial chains is a major reflection of the core competitiveness of car companies and also plays a crucial role in the sustainable development of car companies.
Due to the registration and establishment of The Paper Battery Company, it will help Aian complete the independent industrialization of batteries and further form the advantages of the industrial chain.
The reason why GAC Aion spent a lot of money to lay out the energy ecological industry chain is not unrelated to its market performance. According to data from the China Passenger Car Association, in September, GAC Aion's sales exceeded 30,000 vehicles, with increasing by 120% year-on-year; from January to September this year, Aion's cumulative sales reached 184,900 units, a year-on-year increase of 124%, making it the absolute front-row player among the new car-making forces. With such a large sales volume of
, the maximum cost of the product is still subject to others, which is obviously not what GAC Aion is willing to see. Similarly, large sales can also support the rise of a large battery factory. Taking BYD as an example, its own sales have made BYD batteries the second largest battery supplier.
is based on the same logic. It can be foreseeable that more new energy vehicle companies will also set up their own battery companies in the future.
Xiaoxiang Morning News reporter Hu Xiong
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