比亚迪计划2022年将电池业务独立上市

随着全球汽车行业迈向电动汽车时代，受到股神巴菲特青睐的电动汽车厂商比亚迪也计划在2022年前推动其电池业务上市，以获得更多融资进行扩张。

上周三，比亚迪董事长王传福在深圳接受《彭博新闻》（Bloomberg News）采访时表示，电池业务的上市预计将在2022年年底前完成，但公司尚未决定在哪里上市。比亚迪主要生产汽车和手机的电池，在上市前，其汽车电池业务将被拆分成一家独立的公司。不过目前尚不清楚比亚迪谋求上市的仅仅是它的汽车电池业务，还是也包含了其他业务部门。

电动汽车的到来，在拥有百年历史的汽车行业掀起了一场巨大革命，而对于电动汽车来说，电池又是最关键的部分。随着热钱积极涌向这一领域，全球最大的电池制造商宁德时代（CATL）自今年6月在深圳上市以来，其市值已经上涨了三倍以上，融资逾8亿美元。比亚迪和宁德时代是中国最大的汽车用电池组生产商，它们也给特斯拉的主要供应商松下公司和LG化学等带来了严峻的挑战。

据彭博社报道，随着电动汽车行业对电池的需求激增，整个锂电池行业也迎来了转型。今年，预计安装在电动汽车上的电池要比安装在消费电子产品上的电池都多。据桑福德伯恩斯坦公司（Sanford C. Bernstein & Co）预测，到2050年，电动汽车、电动巴士及相关能源存储业务的市场价值将比现在增长10倍，达到5000亿美元左右。

比亚迪创始人王传福认为，如果中国的交通到2030年要充分实现电动化，那么中国的电池产能至少需要达到现在的10倍，也就是每年1000千兆瓦时。

比亚迪电池业务副总裁何龙在接受采访时表示，比亚迪自家的电动汽车搭载的都是自产的电池，从去年开始，比亚迪也在与其他汽车厂商洽谈合作。

巴菲特的伯克希尔-哈撒韦公司是比亚迪的最大股东，它在香港股市上购得了比亚迪24.59%的股权。巴菲特投资比亚迪比特斯拉在纽约上市还早了两年。

何龙表示，比亚迪正在考虑在欧洲和美国建设汽车电池工厂。目前，公司正在英国和德国考察合适地点。与此同时，公司也在与国内外的潜在投资者洽谈在IPO前的融资事宜。但他并未就此透露更多细节。（财富中文网）

译者：朴成奎

BYD Co., the electric-car maker backed by Warren Buffett, plans to list its battery business by 2022 to raise funds to expand as the global auto industry transitions away from the traditional combustion engine.

The listing will occur sometime by the end of 2022 and the company hasn’t decided yet where the shares will be trading, Chairman Wang Chuanfu said in an interview with Bloomberg News on last Wednesday at its headquarters in Shenzhen. BYD, which makes batteries for automobiles and mobile phones, is in the process of spinning off its vehicle-battery operations into a separate company before listing. It isn’t clear yet whether the IPO will be for the car-battery business alone, or will also include other units.

Batteries are emerging as a key part of the electric-car revolution that’s causing the biggest disruption to the auto industry in more than 100 years. Contemporary Amperex Technology Co., or CATL — the world’s biggest battery maker — has more than tripled in value since raising more than $800 million in its Shenzhen IPO in June, as investor cash gravitates toward the industry. BYD and CATL are China’s key makers of power packs for electric vehicles and are emerging as challengers to Tesla Inc. suppliers Panasonic Corp. and LG Chem Ltd.

Surging demand from automakers is transforming the lithium-ion battery business, with more power packs expected to be installed in electric vehicles this year than in consumer electronics, according to Bloomberg NEF. The market value of batteries used in electric cars, electric buses and related energy storage should multiply by about 10 times to a potential $500 billion by 2050, according to Sanford C. Bernstein & Co.

Wang, the billionaire founder of BYD, estimated that the country would need to boost battery-manufacturing capacity by about ten-fold to 1000GwH a year by 2030 if China fully electrified transport.

The company, which has been self-sufficient in making batteries for its own vehicles, started discussions last year with other carmakers for contracts, Michael He, vice president of the battery business, said in an interview.

Buffett’s Berkshire Hathaway Inc. is the largest shareholder in the Hong Kong-traded stock of BYD, with a 24.59 percent stake. Buffett made the bet two years before Tesla listed in New York.

BYD is working on a plan to build vehicle-battery factories in both Europe and the U.S. In Europe, the company is looking at possible locations in the U.K. and Germany, He said. The company is also talking to potential domestic and foreign investors for fundraising ahead of the IPO, He said without elaborating.