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阿维塔、长安、哪吒、蔚来……宁德时代“朋友圈”扩容速度出乎想象!

2023-01-18 11:16:01来源:环保在线 阅读量:39888

导读:为抢跑2023,宁德时代持续发力,先后与华为、长安汽车、蔚来等促成10项重大合作。
  近日,有“宁王”之称的宁德时代,又在网络上引起了不小的关注。已知,在政策和市场双重推动下,我国新能源汽车市场高速向前发展,销量一路走高,2022年全年新增688.7万辆,同比增长超90%。作为新能源汽车的上游,动力电池产业也跟上了这波利好。
 
  有数据显示,2022年我国动力电池累计装车量超290GWh,同比增长近91%。销量方面,宁德时代、比亚迪拿下了超70%的份额。其中,宁德时代以142.02GWh装车量持续领跑。据业界分析,宁德时代前三季度合作的五大客户分别是特斯拉、吉利、蔚来、广汽和小鹏,销量上有所波动。
 
  不过,为抢跑2023,宁德时代持续发力,先后促成多项合作,包括:
 
  ①本田Honda
 
  宁德时代与本田共同宣布,Honda在中国将于2024年至2030年间,从宁德时代预计采购123GWh纯电动车动力电池。业界认为,此次采购协议的达成,有助于Honda夯实长期稳定的动力电池供求体制,双方也将发挥各自优势,共同提升竞争力。
 
  ②奇瑞集团
 
  根据宁德时代与奇瑞集团签署的协议,双方将在产品、商务、市场推广、商业信息资源等领域展开全方面的合作,除乘用车电池供应及技术合作外,双方还将在大巴、物流车、重卡、电动船舶等领域对公共交通、新能源三电融合和换电等业务开展联合探索。
 
  ③华为
 
  宁德时代与华为在福建宁德签署合作备忘录,将就华为智选车项目展开积极探讨,实现优势互补、合作共赢。华为终端也将推荐宁德时代作为华为智选车合作伙伴汽车动力电池的第一优选合作伙伴。
 
  ④博世汽车
 
  聚焦新能源汽车售后市场,宁德时代与博世汽车售后宣布正式签署全球战略合作谅解备忘录,将依托于双方各自领域的技术专长及优势,在全球进一步探索合作模式,致力于在电气化时代共同打造一个可持续的售后市场生态系统。
 
  ⑤阿维塔
 
  宁德时代在重庆与阿维塔科技签署深化战略合作协议,将在充分发挥各自资源优势的基础上,以先进电池技术为基础,打造业内领先的电池供应体系,助力阿维塔打造系列高端智能电动汽车产品。
 
  ⑥长安汽车
 
  按照计划,宁德时代将与长安汽车成立合资公司——时代长安,其表示将充分发挥在动力电池研发、生产、制造、后市场服务等全链条的创新能力和核心优势,助力长安汽车打造世界领先的产品竞争力。
 
  ⑦Gresham House
 
  宁德时代与英国新能源投资商Gresham House储能基金公司达成近7.5GWh长期供货意向协议,双方将根据市场需求,努力将合作规模扩大至10GWh,共同推动公用事业规模储能的应用落地。
 
  ⑧哪吒汽车
 
  1月10日,宁德时代全资子公司时代智能与哪吒汽车在上海举行签约仪式,双方将在CIIC(CATL Integrated Intelligent Chassis)一体化智能底盘项目上开展合作,首款搭载CIIC的车型最快将于2024年底面世。
 
  ⑨蔚来
 
  1月17日,宁德时代与蔚来在宁德签署五年全面战略合作协议。双方再次强强联合,将以先进电池技术为基础,打造高效协同的电池供应体系,提升创新能力与效率,为智能电动车用户提供更愉悦的出行体验,为提升我国新能源汽车产业的全球竞争力贡献力量。
 
  ⑩UL Solutions
 
  1月17日,宁德时代与全球应用安全科学专家UL Solutions签署战略合作谅解备忘录,携手推动电池储能系统和动力电池更加安全可靠地落地应用。此外,双方将发挥各自优势,在锂电池的安全、环保等领域的标准研究开展深入合作,参与储能电池和动力电池相关标准的研究修订。
 
  总而言之,作为目前较为强势的动力电池企业,宁德时代的业务“朋友圈”仍在扩容,基于基础形成的竞争优势也将延续。
 
  申明:本站发布此信息的目的在于传播更多信息,与本站立场无关。并且郑重提示所有阅读者,股市有风险,投资需谨慎,本文不作为任何投资的参考意见和依凭。

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