The share price of Weilai has repeatedly reached record highs with solid-state battery package Ningde Shicheng supplier.

In 2020, the new power of car-building is coming, ideal and Xiaopeng's performance is eye-catching. Weilai firmly occupies the first place and has achieved excellent results in terms of sales volume, technology, stock price and so on. In 2020, Xilai delivered a total of 43728 vehicles, an increase of 112.6% over the same period last year, of which December sales reached an all-time high of 7007 vehicles delivered in a single month, an increase of 121% over the same period last year. In terms of stock price, the share price of Xilai soared by 1112.4% in 2020. The stock price hit a new high in 2021, rising by more than 8% today, with a total market capitalization of more than 92 billion yuan.

On January 9, Xilai unveiled its first car product, ET7, on NIO Day and will use 150kWh solid-state battery packs in the fourth quarter of 2022. This kind of battery pack can achieve the energy density of 360Wh/kg and make the mileage exceed 1000 km.

At present, the mainstream application of liquid lithium battery is made of positive electrode, diaphragm, negative electrode and electrolyte. Solid-state lithium batteries replace diaphragms and electrolytes with solid electrolytes. Solid-state lithium battery has the advantages of higher energy density and safer, so it is considered as the ultimate development direction of lithium industry.

Soochow Securities believes that the 150kwh battery or semi-solid battery carried by Weilai uses ultra-high nickel cathode + pre-lithiated silicon carbon negative electrode + solid-liquid electrolyte (solid + liquid) + separator, which belongs to the transitional technology from liquid to solid battery, and has obvious demand pull on lithium carbonate, high nickel cathode, silicon-carbon negative electrode and carbon nanotubes, but has little impact on other lithium battery materials as a whole.

Citic Securities said that Lai NIO Day launched new models with 150kWh semi-solid batteries and intelligent self-driving, promoting the development of the industry in a high energy density and intelligent direction. It is expected that China's electrified supply chain will play a core role in the development of core technologies. Leading links in the supply chain will lay out core technologies in advance, bind downstream car companies, and the relevant investment opportunities are high.

Today, another major news from the company, learned from people familiar with the matter, the latest release of solid-state battery supplier is Ningde era. Li Bin, founder and CEO of Xilai, has said that there is a very close cooperative relationship between Xilai and solid-state battery suppliers, and it must be the leading company in the industry.