Under the new situation, how to seek the development of lithium electrical auxiliary supply chain?

The lithium power industry absorbs 100 billion yuan of gold, and Gold compass points to where. 2018 China International Lithium Power and Electric Technology Development Summit Forum was held in Shanghai on April 20-21. The conference was organized by: First Lithium Power Grid, First Electric Vehicle Network, China Charging Pile Network, Lithium-Electric Hundred People Association, The He Li Exhibition was jointly organized. During the same period: China International Electric Vehicle and Charging Technology Summit Forum, more than 40 guests attended the conference to share speeches, more than 500 guests attended, and more than 20 companies set up booths to promote the latest technologies and products.

Chenxiangning: Hello, everyone, it is a great honor to attend the BRICS Lithium Summit. My report is whether production or equipment materials is a part of production. The work on the supply chain service exploration of Lithium-electric auxiliary materials is shared with you. Here are some key words. There is a selling point in society where there are no middlemen to earn the difference, and if there are no middlemen, is that right? I don't think that there is actually a cost involved. Professional things need professional people to do.

The content shared here has these points to briefly review the development of lithium power, the second in the company to do a simple introduction, the current characteristics of the lithium power industry in China, the above exploration of the supply chain.

Lithium electricity is an important node of time in China. From 1990 to the 18th, there was no demonstration line of the 18650 model. Our companies entered the lithium electricity industry from 2006 to 2012. We entered the CAT system. Used for Apple mobile phones. From 2014 to 2016, as the domestic market for lithium electric auxiliary materials has continuously increased its technical requirements, our company has invested more than 7 million, divided into primary and secondary laboratories, and is currently the only one in the agency.

The English abbreviation of our company's name is SCM. We have given different meanings at different stages. At the beginning, SPECICIOL was specialized. The management of the rich supply chain behind it included the latest service cooperation molding this year, giving SCM different connotations. We are our own position, in the new energy field, engaged in trade, R&D and production of the Chinese business community, become a service provider in the field of specialization. The main products are conductive agents and adhesives, SI negative electrode electrolysis and additives, etc.. The service is also mainly electrolytes and battery companies.

Our organizational structure is four departments, sales department and marketing department, to solve the problem of what to eat today, marketing department and product department is to solve the problem of what to eat next year and the future.

This is one of our services, that is, because of the characteristics of the auxiliary material, lithium electricity, which has very little added, but the open cycle is very long, if there is no good platform to develop to push this word, this cost is very very high. It is very good to see some of the company's products. It is not good in terms of cost or effect. We provide suppliers to provide services on the platform to customers, and reduce this cost for customers.

These are some of our suppliers, the main rate of which is divided into Japanese, European and American, and Japanese. Japanese companies are looking for Japanese business clubs, but in the future they are willing to look for some Chinese markets and find some familiar with the Chinese market. It is also very professional to cooperate with the company. This feeling is relatively strong.

This is our department's iconic customer.

Next, the power battery market in China, which has been a rapid development in the power battery market in the past few years, has also undergone changes in materials, from the early to the later three yuan such a dynamic.

This market has four characteristics: the first industrial policy is the baton of command, the happiness is the industrial policy, and the pain is also the industrial policy. The individual's feelings or the strength of his own technology can not help but pay attention to this industrial policy and it is also problematic to follow it with complete numbness. You know that there is a traditional shopping mall that makes Samsung products. In my opinion, it does better in the second line. The mobile phone that makes more money is hard to make, and it invests heavily in the power industry. As a result, the product has just made a policy to go out of business. For myself, it is still necessary to have a clear judgment and positioning.

The second is the increasing concentration of the market, which is close to half of 45 % in 2017, which means that the scale is getting bigger and more concentrated, and how to serve the big customers needs to be considered.

This is the technical trend of lithium batteries, from the high capacity, low cost, safety, fast charging direction, the subtle changes of lithium materials, what the materials are in the new area, which companies around the world have developed these materials, which is our relatively concerned.

In the end, there is a crisis of excess capacity. In the midst of rapid expansion, it depends entirely or mainly on state subsidies to survive. Afterwards, subsidies are getting larger and bigger. Many companies can not survive and can not accommodate so many companies. How to avoid risk for us.

Lithium auxiliary materials, probably a simple summary of these characteristics.

First, the proportion is relatively small, and the amount of additions is relatively low. Generally, it is within 5 %, and 1 %, 2 %, 3 %, and 4 % are the most. However, the impact of performance is very large, and cyclic performance is etc.. Then, in terms of the current situation, this is a choice of multiple, uneven level, such as SBR from dozens to several hundred, in addition to the bulk stability is difficult to guarantee, goods channels, there are foreign brands, but said that the industry does not exist at all. The channel is very suspicious, even directly change the label, some brands have come to sell, buy the real thing has a problem, use actinite to suck out directly. After the production channels are unstable, there is still insufficient attention and insufficient understanding. Lithium-electric main materials are mainly domestically produced, and auxiliary materials still account for a large proportion of imports. Some companies that are concerned about the focus of attention are still the main materials for living. In the dominant position in performance, large companies have in-depth research on accessories. Most companies understand that it is relatively superficial. The other point is that there is relatively little exploration of this matching, auxiliary material and auxiliary material, auxiliary material and main material matching.

Another point is that the requirements of auxiliary materials for technology will be relatively high. In China, compared with foreign electronics factories, domestic electronics factories require higher technical services because of such a gap in R&D. In addition, the response time is relatively short. The period is longer. So we have a slogan here, which is called a different product with different materials. It is impossible for the main material and auxiliary materials to be mainland products or common products in the market to make different products.

This is a supporting program for auxiliary materials. There are conventional carbon black graphite for conductive agents, PVDF conventional NCM products, SBR conventional C-negative products, and negative graphite CVD coated materials for negative materials, to more products. This service about the supply chain is that we think the role we play is to involve suppliers, that is, traders and electronics companies. Our goal is that we think that the three parties have the ability to achieve a three-win. From the traditional roles there are some of these, customer requirements for us, in addition to these traditional behind the storage, logistics services to technical application services are increasingly demanding, from the selection of material supply adjustments and recommendations, matching to materials, including formula optimization, to electronic evaluation.

So our position is this: an electronic enterprise produces products from the material selection process to the selection of structural design tests and tests. In terms of quantity, the different stages of the material have different focuses. The early stage is the requirement of information flow. With the demand for services mainly in the medium term, the demand for logistics after mass production, and the distribution of this logistics labeling, we have different targeted measures for different requirements. Our early words were to provide customers with corresponding technical solutions, and then form their own live matching sales to the back end to integrate and optimize our inventory management based on this group.

Ultimately, we want to meet the customer's requirements for quality, speed requirements, cost control requirements, and innovation requirements.

This is a supply chain system where we have a complete supply chain, not just three parties, but customers, including mobile phone end-users, car users, or car manufacturers, where information and materials flow smoothly through the system. Our role is not only to consider ourselves having a supply chain system, we will also work hard to achieve customers having an advanced supply chain system, and we have done a very meaningful work from our customers. Will choose some of the better products, some of the good products, using our resources in foreign countries, to the foreign market, is now doing these work, this is a win-win.

This is an indicator of the evaluation of the supply chain. Ultimately, it is through this means that all parties achieve a high-performance supply chain, which is also a positive impact on profits.

This is our practice in the supply chain service, the first to follow the trend of the industry, leading the forefront of the auxiliary material. The second is to enhance our own technical service capabilities, which solve the problem of foreign material acclimatization. The design concept is not unsophisticated, and moving to the Chinese market will make us dissatisfied with acclimatization. The formulation and process of equipment systems developed abroad are different from domestic ones. When moving here, there are often problems. According to the laboratory we set up, a result is presented in the laboratory, and there is a very fast presentation on the client.

In addition, we have just talked about improving the service level of large customers, as well as materials matching research, packaging programs and services. We 've done a lot of work here, and we 've put in place a quick feedback mechanism, and we're trying to make sure that we do it in terms of mechanisms and processes that don't miss anything valuable. In addition, we also have a subsidiary company in Japan. We have Japanese colleagues from strategic new energy for many years to work together to ensure such a close cooperation, improve our overall sales capacity and level, and build a high supply chain system. This business risk is limited control.

Finally, our thinking is that at present, the partners are foreign suppliers and we have less cooperation with local suppliers. In the future, I would like to do some exploration in this area, especially overseas expansion, and the electronics group company to do so. But we took a cautious approach, and we wanted to have a chance to learn from the industry, and there were some upgrades, and the customer asked the lab to do the evaluation before receiving the goods, and the lab also did the upgrading, including the certification. Competence provided to third parties after certification. Finally, the supplementary materials partners to open some of the current seminars, is now more for the main material, less for the auxiliary material, hope to do some such work in the future. Thank you all.

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