"Mr. Li, there is no rush. There will be opportunities. When the time is almost up, we will discuss how to cooperate. This time should be at the end of the year, when the situation will be clearer, so the risk of you joining will be low.

If you are interested in entering the new energy vehicle industry, you can make arrangements in advance and we can cooperate on ternary lithium batteries and motors." Muyang will not let them come in so easily.

So when is it more appropriate to let peers enter?

When Xinghai Group's Hummer EV becomes a big hit and car companies see the prospects of new energy vehicles, they will want to enter the new energy vehicle industry and will wave their money to ask for entry into the lithium battery industry.

Moreover, Xinghai Group first builds up the basic market of ternary lithium batteries, so that Xinghai Group has a greater say.

Then, when the time comes, Xinghai Group, which has the world's top ternary lithium battery technology and motor technology, will occupy an absolute dominant position.

Now that Xinghai Group is not short of funds, it can increase its investment in ternary lithium batteries. It has an annual production capacity of at least 10GWh (if it is 100 kWh, that is 100,000 battery packs). It also has certain lithium ore resources.

An ecological chain will be formed.

At that time, Xinghai Group will develop lithium battery technology and production lines, plus certain resources, attract various car companies and consortiums with resources to enter the market, and then go public to make money and occupy global lithium resources.

Of course, Mu Yang can't do it too badly. At least he can let his partners make money. Only by achieving a win-win situation can we unite and make them stand on the side of Xinghai Group.

How big is the market size of this lithium battery and lithium mine?

Mu Yang probably calculated that it would take too much money for Xinghai Group to monopolize this market, and it was unnecessary. What he needed was not just money, but the right to speak in this market.

If based on the total sales of passenger cars in 2021 of 21.5 million, the sales of new energy vehicles in later years will be 3.55 million, and the market share has reached 16.5%.

Now Xinghai Group is like a catalyst, accelerating the development of new energy vehicles in advance. It is estimated that in 2015, the domestic new energy vehicle market share will reach 10%, and by 2017, it will reach 20%.

Even if it is 10% of the volume in 2015, according to the total sales of new energy vehicles in 2015, there will be 2 million new energy vehicles, which is much higher than the 331,100 vehicles in later generations.

If we take into account China's leadership in new energy vehicles, its export volume will also increase significantly in this generation. It is estimated that China's total global sales of new energy vehicles can reach the level of three to four million units.

According to the average configuration of each new energy vehicle of 80 kilowatt-hours of electricity, in 2015, the market size of lithium batteries was 100 billion yuan.

Among them, the market size of lithium carbonate is 20 billion to 30 billion yuan (lithium carbonate accounts for about 10-15% of the total cost of lithium battery packs). Lithium carbonate comes from lithium ore. Considering the mining and processing costs, raw lithium ore

The cost would be several billion yuan at least.

If the market share of new energy vehicles reaches more than 50%, then the market size of lithium batteries will be hundreds of billions.

But we know that mineral resources are not developed all at once, but slowly, perhaps over decades.

Based on this calculation, a large amount of money is needed to occupy resources.

To control the entire ecological chain of new energy vehicles requires a lot of funds.

"That's okay. I'll go back to a meeting to discuss it." Li Shufu nodded. Xinghai Group has the world's most advanced technology and can make money. It's nothing to ask for cooperation with a low profile.

Now he is just optimistic about the prospects. Li Shufu probably understands what Mu Yang said. He said that at the end of the year, it will probably depend on how well the Hummer EV sells.

If it sells well, it means that the new energy vehicle market is prosperous. Of course, the cost of entering again at this time will definitely be much higher.

If sales are poor, Zheli Group also reduces its investment risk.

Next, Mu Yang and Li Shufu had afternoon tea and casual dinner before returning to the hotel.

Mu Yang wanted to find a professional manager to be responsible for the development of lithium batteries. This person was Zeng Qun from the Ningde era.

Ningde Times, a future new energy vehicle battery supplier, is the largest listed company on China's GEM and the world's leading lithium battery company. In a sense, it represents the future of China's new energy industry chain.

At the beginning of its listing in 2018, the stock price of Ningde Times was only 25.14 yuan/share. However, by 2021, the stock price of Ningde Times has soared to 692 yuan/share. Its total market value is only behind Maotai and a certain commercial bank, ranking among the A-shares.

The third largest weight.

In 2021, the market share of new energy vehicles has not yet reached the 16% in 2022.

But no matter how the stock price fluctuates later, the market value of Ningde Times after 2021 will still be more than one trillion yuan.

At this time, Zeng Qun and his partners had just founded Ningde Times New Energy Technology Co., Ltd. in December 2011, which was just getting started.

New energy vehicles have just started.

In other words, if Muyang develops the same lithium battery industry, in a few years, it is possible to have a listed company with a market value of one trillion yuan.

Of course, this is just a possibility!

The surge in stock prices in the Ningde era has a lot to do with China’s carbon neutrality policy background.

In 2020, the country officially proposed the strategic goal of carbon peaking before 2030 and carbon neutrality before 2060.

This year, the new energy industry chain (including new energy vehicles, lithium batteries, hydrogen batteries, solar photovoltaics, etc.) related to carbon peak and carbon neutrality has become the most dazzling pearl in the entire capital market.

Coupled with the order cooperation with Tesla, this is also one of the reasons why Ningde Times’ stock has soared.

Mu Yang knows the development prospects of new energy vehicles in the future, and he can accelerate the development of new energy vehicles worldwide.

In this life, Mu Yang does not want Tesla to rise.

Unless Xinghai Group has a stake and is a major shareholder, there is no point in taking a stake. He would rather support another car company to kill Tesla.

At this time, Tesla had not yet made a profit, and was robbed of various top positions in its previous life by the Xinghai Group. Its development in this life will be much more difficult.

If Xinghai Group does not supply it with ternary lithium batteries, Tesla can certainly purchase them from other lithium battery manufacturers, and the competitiveness of Tesla cars will be much worse.

However, it is not easy for Mu Yang to lure Zeng Qun into a trap.

Zeng Qun and his team founded New Energy Technology Co., Ltd. in 1999. However, in 2005, the company was acquired by foreign capital from the island for 100% of the shares for US$100 million, and became a company founded by Chinese people, actually controlled by Chinese people, but controlled by Chinese people.

A company controlled by RI Capital.

In 2011, the scale of the new energy bus market had begun to take shape. Due to national regulations, wholly foreign-owned enterprises were unable to produce power batteries. The original company was 100% foreign-owned and could not produce power batteries. Therefore, Zeng Qun and his team created a new company

One company is Ningde Times.

Ningde Era is his second entrepreneurial venture. He is an ambitious person, and Mu Yang may not be able to conquer him.

But the current situation of lithium batteries is like this. Xinghai Group's technology occupies an absolute leading position and there is no shortage of funds. It is impossible to develop in this Ningde era.

Not only Ningde Times, but also other lithium battery suppliers, as well as Yadi, are facing severe challenges.

Mu Yang never thought of destroying Yadi and rejected the development of lithium iron phosphate batteries.

Mu Yang will also let Yadi join the lithium battery company that is going to be established independently. It depends on whether Wang Chuanfu is willing.

Muyang plans to let all domestic car companies sell shares of lithium battery companies based on their production capacity and sales. Simply put, the stronger the company is, the more shares it can buy.

The battery factory currently under construction by the company can only meet the lithium battery demand for Hummer EV. Muyang also asked Yang Nian to acquire some shares of the lithium mining company. More than one billion yuan has been spent on factory investment and share acquisition.

But it is far from enough. Muyang plans to invest more funds to build more factories and acquire lithium resources. The total investment scale will reach 10 billion yuan.

When it reaches that scale, it will raise at least 10 billion yuan from various car companies and consortiums. Before going public, Xinghai Group will guarantee at least 70% of the controlling stake.

Meet the three-year profit requirements for domestic listed companies, raise funds again, and then list again after 2015.

Xinghai Group has invested 10 billion yuan and has a listed company with a future market value of more than 1 trillion yuan.

The technology is in the hands of Xinghai Group, so there is no need to worry about anything happening to the lithium battery company.

That night, Mu Yang had a sweet dream.

But Zeng Qun, who was in Ningde era, had a nightmare.

In order to expand the company's business, Zeng Qun made a special trip to visit the Shanghai Auto Show. He also saw Xinghai Group's Hummer EV and the parameters of Xinghai Group's ternary lithium battery. He was in a bad state.

Nowadays, Xinghai Group is also optimistic about the field of ternary lithium batteries that he is optimistic about, and has developed unparalleled ternary lithium batteries, with a technical level that dwarfs its peers.

He didn't know how to go in the future, the road was blocked.

As a high-tech enterprise, Xinghai Group must have applied for a large number of ternary lithium battery technology patents. It would be impossible to bypass other people's patents and develop better ternary lithium batteries.

It is impossible to buy someone else's patent. Xinghai Group will not sell it. It depends on whether the other party is willing to authorize it.

Zeng Qun stayed up all night, and the next day was also the third day of the auto show.

At noon, he had lunch in the hotel lobby. When he left, he met someone he had to see but didn't want to see the last person. In the end, he hesitated and hurriedly came to say hello.

"Hello, Mr. Mu, I didn't expect to see you here."

"็ Hello Who are you?"

Mu Yang looked at the bald man in front of him and felt a little familiar, but he couldn't remember who he was.
Chapter completed!