Recently, at the 100th anniversary celebration meeting of Shanghai Jiaotong University, Zeng Yuqun, chairman of Ningde Times, and Shen Nanpeng, the founding and managing partner of famous investor Sequoia Capital China Fund, attended together as alumni and had a small conversation in front of alumni. During the dialogue, the two had a profound dialogue on the development of the Ningde era, Zeng Yuqun's own entrepreneurial experience, power batteries and even the development of new energy vehicles.
Zeng Yuqun believes that battery enterprises in the era of new energy vehicles is still the bottom of the car, is the foundation and will not become the leader and voice enterprises. Of course, this may also be to prevent car companies from showing vigilance, but considering the speech made at the alumni association, it may be from the heart. The Ningde era positioned itself as the role of carrying bricks to build the stage, while the car company was the protagonist of the big show on the stage. Of course, Ningde era will not only do power batteries, he hopes to move towards energy storage, and then replace traditional electricity such as thermal power generation. In addition, Ningde era also hopes to develop autopilot in specific areas, but will not enter passenger car autopilot, which is likely to be laid out on the autopilot of commercial vehicles.
In his speech, Shen Nanpeng shared the story behind the "Huaxia Alumni Association" in the hot automotive and technology circles a week ago (the four most mysterious top circles in China, one is the Huaxia Alumni Association, whose members are Jack Ma, Ma Huateng, Li Yanhong, Liu Yonghao, Wang Jianlin, Feng Lun, Guo Guangchang, Li Dongsheng, Liu Chuanzhi, etc.). On the same day, Li Bin, chairman of Lulai, Lei Jun, chairman of Xiaomi, Wang Chuanfu, chairman of BYD, ideal, chairman of ideal Automobile, and he Xiaopeng, chairman of Xiaopeng Automobile, took a group photo on the stage. the move was once thought that Xiaomi would cooperate with BYD in car construction. Shen Nanpeng revealed some of the conversations at the classmate reunion that day, and the chairmen of the five car companies talked about the current new car-building movement, and Hongwang said that he hoped that there would only be five new car-building companies present in the new car-building movement.
"the founders of these five enterprises said, 10 years later or 15 years later, will our five companies still exist? Or the best-case scenario is that these five are the Top five? of the world. " Shen Nanpeng said.
Zeng Yuqun believes that if it is still the original environmental era of globalization, if people really engage in trade and do not engage in politics, there may really be no 10 car factories left in the next decade, and car companies, like mobile phones, will become a global monopoly. He further explained the reason. Zeng Yuqun believes that cars will be the same as mobile phones in the future. at present, in the global mobile phone market, there are only large companies such as Apple, Samsung, Huawei, OPPO, vivo and Xiaomi, which are basically players from China and the United States.
"if electric cars and smart cars go on the same way. If the state does not protect the state protection, then if it is purely in terms of market-oriented competitiveness, that is pretty much the case. A hand index gets new players, so everyone is running as fast as they can. " Zeng Yuqun believes that 70% of the remaining enterprises in the future will come from China. In startups, the United States and China are the most suitable for startups. "I think these two countries, the United States and China, have the best opportunity for entrepreneurial or future new manufacturing, intelligent manufacturing." Zeng Yuqun said.
Ningde era is the benchmark enterprise of domestic power battery. The development prospect of new energy vehicles has brought huge growth space to the power battery industry. In 2020, the brightest star in global technology stocks is Tesla, and in China it is the Ningde era. The share price of the Ningde era has risen as much as 230 per cent over the past year. According to the relevant data of the global power battery market in 2020 released by SNE Research, a South Korean market research institute. In 2020, the global installed capacity of power batteries on electric vehicles reached 137GWH, an increase of 17% over the same period last year. Ningde era won the championship position for the fourth consecutive year, with the annual installed capacity reaching 34GWH, an increase of 2% over the same period last year.
