The ＂battery shortage＂ struck, and the CEO of the car company personally defended the ＂grab＂ goods.

CCTV News:In recent years, with the deepening of the concept of green development, the competition around the new energy industry is also intensifying, as the heart of new energy vehicles — — The importance of power battery is self-evident. Just recently, the share price of Contemporary Amperex Technology Co., Limited, a power battery company, has been rising continuously, with a total market value exceeding 1.3 trillion yuan in one fell swoop. Behind the enthusiastic performance of the capital market, the problem of "battery shortage" in the new energy automobile industry is highlighted.

Not long ago, the media reported that He Xiaopeng, CEO of Xpeng Motors, personally stayed in Contemporary Amperex Technology Co., Limited for a week in order to get the battery from Contemporary Amperex Technology Co., Limited. Zeng Yuqun, the chairman of Contemporary Amperex Technology Co., Limited, said at the recent shareholders’ meeting that he couldn’t stand the recent urging of customers. Behind this, a "battery shortage" is quietly coming.

Demand exceeds supply, and major power battery manufacturers are operating at full capacity.

In order to meet the needs of car companies, major power battery companies have also started their horsepower. Ganfeng Lithium Industry is a lithium battery manufacturer in Xinyu City, Jiangxi Province, supplying many new energy vehicles such as Tesla Model3 and BYD Han.

Huang Jingping, Director of Quality Department of Yifeng Lithium Battery Factory:Since the beginning of the year, we have basically not stopped production. In a month, we are basically producing at full capacity for 28 days.

Ensure that battery supply car companies are "holding their thighs"

Faced with the shortage of batteries, car companies dare not neglect, and hold the "thighs" of power battery manufacturers in advance. In early June this year, Great Wall Motor signed a ten-year strategic cooperation framework agreement with Contemporary Amperex Technology Co., Limited for power batteries.

Head of Great Wall Motor Investor Hotline:The shortage of battery supply is a common problem facing the industry at present, and we should also make the layout in advance. The main thing is to ensure a battery supply from Contemporary Amperex Technology Co., Limited to the Great Wall.

Tesla CEO Musk has repeatedly expressed his concern about the shortage of battery supply, bluntly saying how much the supplier gives and how much Tesla will buy.

Elon &bull, CEO of Tesla; Musk:The supply of power batteries is more or less, which restricts the development of new energy automobile industry at present. Tesla has made it clear to major battery suppliers that we will do our best to purchase the batteries produced by Contemporary Amperex Technology Co., Limited, Panasonic and LG Chem.

On the evening of June 28th, Contemporary Amperex Technology Co., Limited announced that the company had signed an agreement with Tesla to supply lithium-ion power battery products to Tesla in the next four years.

Zhang Xiang, a researcher at north china university of technology Automotive Industry Innovation Research Center:The phenomenon of battery shortage has always existed in the industry. Car companies such as Volkswagen and Audi have also been forced to suspend the production of some models because of lack of batteries. For the development of global new energy automobile industry, the problem of battery supply is like a "sword of Damocles" hanging over the head.

SNEResearch, a global emerging energy market research organization, predicts that by 2023, the global demand for power batteries for electric vehicles will reach 406 GWH, while the supply of power batteries is expected to be 335 GWH, with a gap of about 18%. By 2025, this gap will expand to about 40%.