Rebirth 99 to become a car giant.

Pulled around and moved the whole body.

Against the background that the overall supply situation of power batteries is relatively tight, various battery manufacturers have stepped up their efforts in the development of energy storage batteries, which will more or less definitely bring further risks to the supply of power batteries.

Just like when the chip supply crisis broke out in the automotive industry in 2020 in the previous life, one of the important reasons was that various chip companies reserved their production capacity for the consumer electronics market, which is more profitable and everyone thinks it has better prospects.

The delivery cycle of chips is relatively long. This adjustment will cause a supply crisis when the auto market recovers quickly.

At that time, an ordinary car-grade chip might cost five yuan under normal circumstances, but there was simply not enough supply.

In the market, you may need to spend 100 yuan or even more to buy a chip that is originally worth only five yuan.

This is caused by very large changes in supply and demand.

Although the situation of the battery will not be the same as that of the chip, there may be a situation where the OEM cannot get the goods from the supplier, but it can be purchased in the market.

But in the end, due to tight production capacity, people are unable to deliver the quantity you want on time. This is very likely to happen.

Even this is something that is bound to happen in the last year or two.

Yi Jia from Changan Automobile called Cao Yang personally before, worried about this kind of thing happening.

Now that Nanshan Battery has signed a large-scale 5GWH energy storage station project with a big company, this will definitely make more OEMs worry that their battery supply cannot be guaranteed.

"Mr. Zhang, the recent sales situation in Aian is relatively stable, but we will launch new products soon, and then the demand for batteries will further increase."

"Now Nanshan Battery has warned all major customers about the battery supply pattern in advance and requires everyone to lock in orders three months in advance."

"Otherwise, there will be a risk that there will be no way to guarantee delivery as ordered."

"This shows that their battery production capacity is already very tight and there is no way to waste any time."

Zeng Guangda is now focusing his main work on Yangcheng Aian and Yangcheng Trumpchi.

The performance of these two companies can be said to be relatively outstanding, and many people are very satisfied.

Therefore, even if the performance of their two joint ventures is not so impressive, the overall business situation of Yangcheng Automobile Group is still good.

Especially Yangcheng Aian, it is now the largest new energy sales company in China second only to Changan Automobile.

This result is definitely beyond the expectations of many people.

After all, in the automobile industry, Yangcheng Aian's historical background is relatively weak, but it is a latecomer to the top, which is remarkable.

"The entire battery industry is in tight supply. This situation is not known until now."

"Isn't it because of this reason that our new project has just been signed with Nanshan Battery? We have made some supplementary agreements specifically for the situation when the number of production units is not reached."

"Now it's just that the situation has become more serious."

Zhang Jiaqi is quite confident about Nanshan Battery, but he is not particularly worried.

The other party is a group enterprise that has mastered the entire industrial chain of power battery production, and its production expansion speed is definitely the fastest in the industry.

If Nanshan Battery can't handle it, then other battery manufacturers will definitely be even more unable to handle it.

"This is indeed the truth, but I also have another worry, that is, the rapid development of energy storage batteries will inevitably lead to a tight supply of raw materials for the production of lithium batteries."

"This will directly have a very negative impact on the supply and cost of our power batteries."

As soon as Zeng Guangda said these words, Zhang Jiaqi immediately realized that what he had just thought was too simple.

I just thought that the production lines of power batteries and energy storage batteries are separate, and the supply influence between them is very weak.

Moreover, Nanshan Battery has made relevant plans a long time ago, so it will not be in a hurry because of some changes.

But he did not expect the impact that the rapid development of the energy storage battery business would have on the entire industry chain.

Nowadays, power batteries are basically ternary lithium batteries or lithium iron phosphate batteries. No matter which type of battery they are, they need to use related lithium mineral products such as lithium hydroxide or lithium carbonate.

In addition to lithium-related compounds, some other raw materials also have certain similarities.

The development speed of China's power battery industry has exceeded everyone's expectations.

This means that there may also be problems with the development of lithium mines and the production capacity of some other raw materials.

In order to ensure supply, various battery manufacturers will definitely try their best to seize the resources of these raw materials.

This will lead to relatively large changes in the supply and demand situation in the market.

The originally stable supply has turned into a shortage, and price increases are almost inevitable.

And the price increases caused by this tight supply are often exaggerated.

For example, I am a manufacturer of lithium carbonate. The product was originally priced at RMB 3 per ton. Now a new customer suddenly says it is willing to buy it at RMB 4 per ton. Should you sell it?

If a contract is not signed with the original customer, or the price of contract breach is relatively low, many raw material manufacturers will consider selling the materials to customers with higher bids.

This is a very bad start.

Customer C may buy the goods at a price of 4.5 yuan per ton.

You grab it, I grab it. Maybe within a few months, the price of lithium carbonate will soar to 10 yuan per ton, or even more exaggerated levels.

In the end, these costs must be borne by the original equipment manufacturers, because battery manufacturers cannot absorb such a large cost increase.

Even when they rush to buy these raw materials, they will communicate with the OEM in advance and wait for the other party to accept the price increase before they rush to buy them.

Or if you don’t accept the price increase, then I will give priority to supplying batteries to customers who accept the price increase.

It depends on whether you want to give birth or not.

No matter which situation it is, it is definitely not the situation that Yangcheng Aian wants to see.

Producing electric vehicles is inherently unprofitable, and batteries are the most expensive component. If prices continue to rise, it will definitely be detrimental to the development of this industry.

"Has Nanshan Battery made any relevant price increase requirements?"

Zhang Jiaqi quickly figured out the logic and looked at Zeng Guangda worriedly.

There is absolutely no room for failure in the development of Yangcheng Aian. This is the will that has been unified within the Yangcheng Automobile Group.

"Not yet. After all, the procurement of raw materials has a cycle."

"The lithium carbonate and other raw materials used in the batteries delivered now were actually purchased a few months ago, and the prices of these raw materials may have been determined earlier."

"But now the futures price of lithium carbonate has begun to rise, and I am worried that this upward trend will become more and more obvious."

Before discussing this topic with Zhang Jiaqi, Zeng Guangda had obviously made some preparations.