New Energy Industry Exposed Heavy Rumors! Ningde Times , the global power battery leader , is negotiating with Huawei to acquire its core digital energy business, including photovoltaic inverters , energy storage systems and energy management systems.
If achieved, it will become the largest acquisition in the history of China's new energy and reshape the global energy storage pattern. Huawei Digital Energy is Huawei's fastest-growing business segment, with sales revenue of 68.6 billion yuan in 2024.
Ningde Times is the king of energy storage batteries. If the acquisition is completed, an invincible combination of "Ningde Times battery core + Huawei system" will be formed. Ningde Times can make up for the shortcomings of software and system integration and complete the strategic upgrade. Huawei can withdraw funds and focus on the research and development of core technologies such as AI chips.
But at present, it is rumored that the transaction resistance is huge, Huawei's valuation is 400 billion, Ningde Times's quotation is only 150-200 billion, the valuation difference is wide, and business splitting and integration is extremely difficult.
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