Chapter 198: I really didn't mistake you at the beginning
After the meeting, Kangchi invited a group of executives to have lunch in the canteen of Datang Heavy Industries.
Although having a dinner in the canteen sounds a bit LOW, in fact, Datang Heavy Industry's canteen also has a box for banqueting guests, and the chefs in charge are all hotel-level chefs, and the food is healthier and more delicious than the outside.
Of course, the aunt he invited at home is actually good at cooking, but if he eats too much home-cooked food, he will inevitably get a little tired, so he wants to come out and open the meat ......
After eating and drinking, everyone went their separate ways in the afternoon, returned to their posts, and held a meeting to convey the tasks distributed by Kangchi and began to discuss the specific implementation and promotion plan.
By the next day, the entire group's subsidiaries began to adjust their direction and quickly operated.
Among them, the commercial operation plan and feasibility analysis of sodium batteries in charge of Zhang Qing are undoubtedly the top priority.
However, in the past half a year, Zhang Qing has initially set up a group think tank, and in most cases, she only needs to convey Kangchi's intentions, let the think tank put forward a detailed plan, and then choose what she thinks is more feasible and hand it over to Kangchi to make the final decision.
This not only reduced Zhang Qing's work pressure, but also improved the speed of the project plan, and in just two days, a report was submitted to Kangchi.
After Kang Chi took a closer look and made sure that there was no deviation in the overall idea and direction, he nodded and said, "Just follow this plan and move forward quickly." ”
"It's just that the time node can be a little faster, for example, once the general layout of the charging station is finalized, you can almost start, and the site will be negotiated first, there is no need to wait until the design of the charging station is completed, and then start to find the site, and you can compress the other time nodes."
Zhang Qing nodded, and then couldn't help asking: "Listen to what you mean, sodium battery technology will soon break through?" ”
"Two months at most." Kangchi said bluntly.
"Two months ?!!"
Zhang Qing's eyes widened in surprise.
Since joining Datang Heavy Industries, she has also made up a lot of common sense in science and technology.
For example, the research and development of lithography machines is actually mainly precision equipment manufacturing technology, and batteries are the same as photoresists, which belong to the technology of chemical materials.
As we all know, materials science is a very metaphysical kind of science in all scientific categories.
The research and development of new materials usually has strong uncertainties.
Maybe you want to develop a rigid material, but somehow you have come up with a flexible material.
When you think this thing may not be of any use,
It can suddenly play a huge role in areas you didn't expect......
The cathode material in lithium battery, lithium cobalt oxide is the most typical example, this material was first prepared by the Westinghouse Laboratory in country M in the 50s of the last century.
However, the purpose of manufacturing it at that time was not to make batteries at all, but to explore the crystal structure and chemical composition of lithium cobalt oxide materials, and to study the effect of the relative content of Co2+ and Co3+ on the magnetic field.
It wasn't until more than two decades later, when LI xTi 2 was discovered that it could be used as a cathode material for rechargeable batteries, and lithium cobalt oxide, which was somewhat similar to it, was remembered and subsequently shined in the manufacture of lithium batteries.
"Do you have any black technology in computational materials?"
"Computational Materials?" Kang Chi couldn't help but be a little surprised, "You still know this thing?" ”
"Of course, when you enter a technology company, you still have to make up for the necessary scientific and technological knowledge."
"Well, yes, yes." Kang Chi looked her up and down, "I really didn't mistake you at the beginning." ”
Being looked at by Kang Chi like this, Zhang Qing's cheeks couldn't help but blush slightly, and he glared at him fiercely and said: "Anyway, if my side moves too fast and your technology can't keep up, the pressure on capital turnover will be greater, and you had better consider this risk clearly." ”
"Don't worry, the reason why I have reserved such a long time is mainly because I want to build a high-yield production line as a blueprint, otherwise it will be more than enough for half a month just to make it out in the laboratory."
"You just have to know in your heart, then I'll go and get busy first."
"Well, thank you for your hard work."
——
Just when Kangchi is preparing to enter the field of new energy batteries, in fact, on the other side of the stock market, the situation of the lithium battery industry is very unoptimistic.
In the three trading days of this week, CATL's share price was green for three consecutive days.
This stock, which was issued at 14.66 yuan per share, once rose to 382 yuan, with 26 times the income and trillions of market value, which directly made them well-deserved stock kings.
But since very soon, they have ushered in a period of plunge.
In the past three months, CATL's stock has fallen by more than 35%, and its market value has directly evaporated by more than 360 billion!
For this limelight, every three new energy vehicles built in the world, almost one battery comes from their home, and it is undoubtedly a basin of cold water with ice slag for the world's well-deserved lithium battery boss.
In fact, in addition to CATL, the situation of other head lithium battery listed companies is similar, the stock prices of Guoxuan Hi-Tech and EVE Lithium Energy in the past three months have also fallen by 27% and 34% respectively, and BYD has also directly made a 7% discount.
The decline in stock prices fully reflects the capital market's disbelief in the lithium battery industry.
One of the main reasons is that the problem of overcapacity is becoming more and more obvious.
According to the forecast, the power battery production capacity required by Huaguo in 2025 will be 1000-1200 GWh, but the current lithium battery industry capacity planning has reached 4800GWh.
For lithium battery factories, this means more intense market competition and a potential decline in profitability.
Especially in the once glorious Ningde era, it can be said that it is an internal and external trouble.
First of all, the most important raw materials for making lithium batteries are basically concentrated in South America, although CATL completed the layout early and won a lot of lithium mines, but it will still be affected and restricted by prices.
For example, last year, the price of lithium carbonate once rose by 500,000 yuan per ton, which not only put pressure on battery factories, but also on new energy vehicle companies.
The gross profit of a 250,000 car is only 10%, that is, 25,000, and the price of the battery directly rises by 20,000, and it will either make a profit or have to increase the price.
Therefore, it is often said that although new energy is fuel-efficient, it does not save money at all.
In addition to the very high intensity of the car, such as users such as online car-hailing, the extra money that ordinary people buy trams can be refueled for several years, not to mention that the battery still has a service life, and it is a huge amount of money to replace the battery after five or six years of attenuation to a certain extent.
In this case, how is it possible for the pure electric vehicle market to get up?
They have planned so much production capacity that they will not be able to sell it when the time comes.
BYD also ushered in a surge in sales after changing its strategy and focusing on hybrid range extension technology.
Anyway, the restriction of raw materials is ultimately reflected in the fact that pure electric vehicles are not cost-effective, and the promotion of new energy strategies is blocked.
(End of chapter)