just!"Ning Wang" throws more than 50 billion yuan in Hungary to build factories!
Author:Securities daily Time:2022.08.13
On the evening of August 12, our reporter Li Ting issued an announcement that the company's second largest base in overseas will fall into Hungary. The announcement shows that the company plans to invest no more than 7.34 billion euros (about RMB 50.9 billion). It invests in the construction of the new energy battery industry base in Hungary in Debreson, Hungary, with a planned production capacity of 100GWh. In Ningde Times, the matters of the investment and construction of production bases are in line with the company's global strategic development plan, which will further improve the company's overseas production capacity layout, meet the company's future business development and overseas market expansion, and it is of great significance to promote the company's long -term stable development. The relevant person in charge of Ningde Times told the Securities Daily that Hungary had a good industrial supporting foundation and was located in the center of Europe, which facilitated the company to respond to customer needs in a timely manner. Although the company has been reported many times, before that, the only overseas bases that were officially confirmed by Ningde Times were only Germany Turinen, and the planned production capacity was only 14GWh. According to the company disclosed earlier this year, the German factory plans to formally produce a battery cell in 2022. According to institutional forecasts, China and Europe will continue to lead the global new energy market. China will be the world's largest new energy vehicle market and Europe ranks second. The demand for European power batteries will reach 174GWh in 2025 and 820GWh in 2030. However, in the wave of electrification in Europe, there are shortcomings of battery supply chain. Public information shows that the Ningde Times has obtained a fixed point project of overseas first -class car companies from 2018 to 2019, including Daimler, Peugeot Citroen, and Volkswagen. In the Ningde era, many overseas customers hope that the company will increase the supply ratio after 2026 and become its main supplier. According to disclosure, the total construction period of the company's Hungarian plant is expected to not exceed 64 months, and the first plant will start construction within 2022 after receiving relevant approval. Relevant sources in the Ningde era said that Hungary has a long history of automobile manufacturing industry and has good industrial facilities. Battery raw materials, diaphragms and other auxiliary materials can be purchased in surrounding areas. The good industrial environment and battery technology combination in Ningde era can better be better for better way European transportation electrification contributes. Secondly, Hungary is located in the center of Europe, with outstanding location advantages. A large number of vehicle companies have gathered to build factories in Hungary to respond to customer needs in a timely manner. Thirdly, Hungary, especially the investment environment of Debelson, has good infrastructure in various aspects such as transportation and logistics. It has a large number of excellent industries and technical workers, providing a good development of investment factories in Hungary in the Ningde era. However, some people in the industry believe that there are still some challenges in the Ningde era. Mo Ke, chief analyst at Truth Research, analyzed the Securities Daily that after years of construction, the German base has not yet realized large -scale commissioning. Is the key.
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