Duchuang/Shenzhen Business Daily reporter Qiu Qingyue
30, the stock price of CATL hit a low of 402.03 yuan in the afternoon, hitting a new low since June, with the intraday decline expanding to nearly 4%, and the total market value is less than one trillion yuan. As of press time, it was 402.84 yuan, with a total market value of 983.1 billion yuan. In addition, stocks in new energy tracks fell collectively, with BYD A shares falling by nearly 6% during the session, while JAC Motors, Ankai Bus and others fell by more than 6%.
news, it is reported that Tesla domestic models Model 3 and Model Y will both undergo significant price reductions, among which the price reduction of Model Y is expected to reach 40,000 yuan. In the end, the starting price of Model Y rear-wheel drive model may drop to between 270,000 yuan and 290,000 yuan. In response, Tesla said that the information is not true. Overnight, US stocks Tesla once plummeted by more than 7% during the session, the biggest drop in three and a half months, with a loss of more than US$61.3 billion in market value. Driven by Tesla's plunge, the new energy vehicle sector plummeted across the board. US stock Xiaopeng Motors fell by more than 11% during the session, and its stock price hit a record low again; NIO fell by more than 11% during the session, and its stock price hit a record low in four months; Ideal Auto fell by more than 8% at one time. Industry insiders said that the sales of downstream new energy vehicles will profoundly affect the upstream battery market.
Recently, CATL announced that it plans to invest in the construction of the Luoyang new energy battery production base project in Yibin District, Luoyang City, Henan Province. The total investment of the project will not exceed RMB 14 billion. This is the 13th battery factory officially announced by CATL. Recently, the Ningde Jiaocheng Times Lithium-ion Power Battery Production Base Project (Cheliwan Phase I and II) project was completed. The total investment of the project is 10 billion yuan and the total production capacity is 59GWh. It mainly builds battery cells, module factories, warehouses, dormitories and other supporting facilities.
As the global leader in lithium batteries, CATL has the largest market share in the world. In 2021, the company's global market share of power lithium battery installed capacity and energy storage lithium battery shipments was 32.6% and 24.5% respectively, both ranking first. As of the end of 2021, the company has a battery system production capacity of 1.7039GWh and a lithium battery material production capacity of 284,000 tons. In the first half of 2022, the company achieved revenue of 112.97 billion yuan, a year-on-year increase of 156.3%; net profit attributable to shareholders was 8.168 billion yuan, a year-on-year increase of 82.17%.
review: Yu Fanghua