Lithium-ion battery enterprises "bright sword"

Since the launch in March, the current high-capacity Li-electric supply chain tour research activities are still hot. Under the rapid changes in the industry situation, every year to visit the power battery companies, will have different feelings, this year is no exception.

From the point of view of product research and development, under the impetus of policy, the power core monomer and system energy density have generally improved significantly compared to last year.

From the perspective of market expansion, in view of the increasingly cruel competitive environment and the significant increase in market concentration, battery companies have to take measures to deal with it: on the one hand, they must maintain the advantages of the original new energy vehicle subdivision field and extend to other subdivision areas; On the other hand, the focus began to shift to markets that were less affected by subsidies or were not subsidized, such as energy storage, 3C digital, and so on.

That is to say, in order to survive in the fierce competition in the power battery market, battery companies have explored their own set of thinking ideas, "preserving the benefits of new" and "balance risk" is a common strategic choice.

Based on the data obtained from field research, the original article “Interpretation of the layout ideas and product strategies of 13 battery companies” written by High-tech Lithium has attracted wide attention from insiders.

This article will continue to share information on Lixin Energy, Sol Technology, Tianpeng Power Supply, Zhihang New Energy, Lujin New Energy, Chunlan Clean Energy, Aoyou Power, Micropower, Tianneng Energy, Nandu Power, Weike Battery, Hengdian East Magnetic and other 12 batteries and PACK companies Research information, including enterprise history, core products, production capacity planning, market performance, strategic layout, etc., for readers to learn from:

1, Lixin Energy

Lixin Energy is a holding company in the new energy investment field under the CITIC Industrial Fund. It is a large-scale high-end manufacturing company engaged in the R&D, production, and sales of lithium-ion power batteries and related supporting products. At present, the annual output of lithium iron phosphate and lithium ternary batteries is nearly 4 billion watts, and the production capacity under construction is nearly 3 billion watts.

Lixin energy products are widely used in new energy vehicles and energy storage systems. It has realized the complete battery support for FAW, Zhongtong, Chang 'an, Guojin, Yujie, Yaxing, Shenlong, Senyuan, and Beiqi Futian. Storage energy applications have been sold worldwide in China, Germany, the United States, Canada, Australia and other countries.

2, Sol Technology

As a third-party power battery PACK company, this year Sol Technology is exploring new development space by constantly adjusting its corporate strategy. The specific strategy currently identified is "one wing and two wings": One is the core of the power lithium battery system. The two wings are the two major applications of new energy vehicles and energy storage.

In the field of new energy vehicles, Sol Technology focused on commercial vehicles in 2017, supporting power batteries for new energy-specific vehicles such as Dongfeng Motor, Nanjing Automobile, Brilliance Jinbei, Yangzijiang Automobile, and Kawei Automobile. The number of models in the Recommended Catalogue of New Energy Vehicle Promotion and Application reached 23 models.

After gaining a firm foothold in the field of commercial vehicles, Sol Technology is still extending to the passenger car field. In 2018, it will provide supporting vehicles such as Jiangling E200 and Jiangling E400, and the system energy density will reach 160wh/kg. At the same time, Soll Technology is still trying to provide a PACK system with a 21700 power battery. Ji weiyuan revealed that the product will be mainly positioned as a Class B passenger car market with a future renewal of more than 400KM. Currently, it has cooperated with Dongfeng Automobile and will be mainly used in the future. Network car market.

As the second wing of the "one wing" strategy, Sol Technology is also increasing its product development and investment in the field of energy storage battery systems. "The energy storage market's requirements for the lithium battery PACK system will be more personalized, which will provide PACK companies with a wider living space. Jiweiyuan, the chairman of Sol Technology, judged that with the rapid decline in the cost of power batteries, the energy storage market will have a turning point in 2018. Keeping a reserve on products in advance will help companies do a good job in the card position.

3, Tianpeng power supply

Tianpeng Power, which has accumulated nearly 12 years of research and development and manufacturing experience in the ternary power cylindrical battery field, has entered the power battery field since 2013. It has now established cooperation with automotive companies such as General Wuling, Zhidou, Condi, and Zhongtai.

Chenxuan, general manager of Tianpeng Power, made it clear in March that in 2018, Tianpeng Power will promote the application of high-nickel ternary products in the EV field on a large scale. In this area, it will skip 622 directly and adopt high-nickel system products.

To make such a decision, Chenxuan's strength comes from its competitiveness in multiple dimensions such as product research and development, manufacturing technology and control, production capacity planning, upstream supply chain protection, and strategic cooperation with PACK companies.

In product planning and development, Tianpeng Power NCA batteries not only achieved mass production introduction, but also successfully passed the National mandatory inspection. The 28HE/32HE two main products can meet the medium and long-term technical requirements of the entire package of 140-160kwh/kg. High-tech lithium battery was informed that Baojun E100 and Zhidou D2 are all cooperatively realized by using Tianpeng Power NCA battery and Huaying Power's lightweight battery pack system.

4, Zhihang New Energy

Founded in 2012, Zhihang New Energy is a high-tech enterprise that focuses on the research and development, production, sales, and service of dynamic lithium battery cathode materials, lithium cells, batteries, and other products.

Zhihang New Energy focuses on the three-way technology route. The main product is a 18650-2600mAh three-way battery. The single unit has a energy ratio of 210wh/kg. The 3000 mAh new product with a higher energy density has also been tested and has passed the new national standard. Strong inspection. The company has a complete production line of three-yuan positive material, core and PACK system, and currently has a production capacity of 3.5 GWh.

In 2017, Zhihang New Energy realized operating income of 1.624 billion yuan, an increase of 151.36 % year-on-year; The net profit was 259 million yuan, and the cumulative sales of 1865.5 power core was 154 million, an increase of 987.74 % year-on-year. At present, the main customers of Zhihang New Energy are logistics vehicles and passenger car manufacturers, including Shuchi, Chenggong Automobile, Zhongzhi Yike, Dongfeng Automobile and other mainframe factories.

It is worth noting that the continued increase in the price of upstream raw materials and the sharp decline in subsidies in 2018 have also put some pressure on the development of new energy sources for Zhihang. In this regard, Zhihang New Energy means that the company's development strategy this year is to steadily win the victory and steadily develop on the basis of consolidating the company's original market share.

5, Lujin new energy

Founded in 2017, Lujin New Energy is a joint venture between Kelu and LG Chem. It provides energy storage battery systems that can be used independently for home use systems, UPS and large grid-level energy storage systems. As the lithium battery storage market heats up, the new company Wuxi Lujin New Energy Technology Co., Ltd. (hereinafter referred to as “Lujin New Energy”) is growing rapidly.

"The company is expected to complete 150 MWh shipments this year, focusing on DC system integration. The main markets include domestic, Japan, Australia and Southeast Asia. Lujin, general manager of Zhouhan, said the company focused on the global market for high-end lithium battery storage and was accelerating production for domestic and Japanese markets.

Zhouhan pointed out that the domestic energy storage market has begun to increase the installed capacity gradually, and the foreign energy storage market has grown rapidly but is basically monopolized by foreign companies such as Samsung, LG and Tesla. Lujin, with the accumulation of Kelu in the energy storage market and LG chemistry in the field of electric core technology, has created world-class first-class energy storage system suppliers and occupied a place in the International energy storage market.

6, Chunlan clean energy

Chunlan Clean Energy was established in May 1993 and is a wholly-owned subsidiary of Chunlan (Group) Company. The company has an industry-wide chain layout that is recovered from materials, cores, modules, BMS, PACK, and batteries. The material system includes multiple technical routes such as lithium iron phosphate and ternary materials, nickel hydrogen, et. The product adopts a square stack manufacturing process and is widely used in new energy vehicles and energy storage fields.

In terms of products, Chunlan clean energy lithium iron phosphate batteries take into account both power type and energy type. The product adopts the VDA size standard, the box uses the standard box, and the system energy density reaches 140 wh/kg or more. At present, the company's products are mainly lithium iron phosphate batteries, which are mainly used in the field of new energy passenger cars. At the same time, Chunlan clean energy also entered the field of new energy passenger vehicles, the product will be three-yuan batteries.

"The company had a new energy passenger car announcement at the end of last year and there will be a small batch of supplies this year. Yang Tao, deputy general manager of Chunlan Clean Energy, said that Chunlan Clean Energy currently produces a three-way battery with an energy ratio of 200wh/kg. At the same time, it is developing the 811 system and is expected to mass-produce at the beginning of next year, with an energy ratio of 250wh/kg. The system reaches 180wh/kg.

As of the end of 2017, Chunlan clean energy power cells and BMS have accumulated more than 20,000 vehicles. Customers include Dongfeng, FAW, Suzhou Jinlong, Zhongtong, Yaxing passenger cars, Shangrao passenger cars, Jiangling Automobile, Yunqi, Land boat, Jianghuai and so on.

“In 2017, the company adjusted the customer structure and selected only some state-owned OEMs and customers with sufficient funds. Therefore, the company’s accounts were better last year.” Yang Tao said that the company focuses on the new energy bus market and currently stores energy. The business with Power is 2:8, but this year will increase the layout in the field of energy storage.

7, Aoyou power

Aoyou Power is affiliated with Zhejiang Zhixin Holding Group and specializes in the production of safe, efficient and durable electric vehicle power and energy storage batteries. The battery material system covers ternary, lithium ferric phosphate, lithium-titanate, and new composite lithium manganate. The product is dominated by flexible batteries.

The company has three production bases in Huzhou, Nanxun and Zhaoqing, of which the first phase of Zhaoqing Base has been put into production, with an annual production capacity of 1.5 billion Wh. Zhaoqing Base's total production capacity plan is 3 billion Wh. It plans to complete construction in two phases. The Huzhou base is also about to be mass-produced. By then, the company's total power battery production capacity will reach 4-6 GWh.

The three-part soft pack battery with excellent power has been mass-produced with an energy ratio of 240Wh / kg, and the lithium iron phosphate soft pack battery has an energy ratio of 175 Wh / kg. In 2018, The company wants to achieve the mass production of products such as 260Wh / kg energy ratio of the three-part soft-pack battery and 260-280Wh / kg energy ratio of the lithium-rich manganese battery.

8, Micro macro power

Since its establishment, Micro macro Power has upheld the research and development goals of "fast charging, long life, and high safety", focusing on continuous innovation in the field of fast charging power batteries, and rapid product replacement: from the first generation of LpTO lithium-titanate batteries to the second generation of LpCO multivariate lithium batteries., Then to the third generation of MpCO lithium manganese batteries, micro-macro power in the fast-charging field to the market share has continued to increase.

“As of now, Micro macro power has installed more than 21,000 new energy vehicles, operating in more than 150 cities in 13 countries around the world, and accumulated safe operating mileage of more than 1.9 billion kilometers.” Song Han, director of Micro macro power Marketing, said At present, it has developed power batteries for pure electric taxis and passenger cars. Next, it will focus on exploring the new energy passenger vehicle market and further enhance Micro macro power 's market share in the power battery field.

It is understood that in the second half of 2018, micro-macro power will release its new generation of quick-recharged battery products, focusing on the field of new energy passenger vehicles, which will provide strong backing for micro-macro power to further increase its market share.

9, Tianneng Energy

Tianneng Energy is a subsidiary of Tianneng Power. The lithium battery system includes ternary and lithium iron phosphate, and is also developing new battery technologies such as lithium-sulfur batteries, graphene batteries, lithium-rich manganese-based batteries, and solid-state lithium batteries. At present, the company's main products are soft packs and cylindrical ternary batteries. At the same time, square aluminum shell products are being planned. The products are widely used in electric vehicles, electric bicycles, 3C digital, low-speed vehicles and energy storage.

Tianneng Power 2017 reported that in 2017, Tianneng's new energy lithium battery business achieved revenue of 1.223 billion yuan, an increase of 98.7 % year-on-year, and its lithium battery performance ranked first among lead-acid battery companies.

According to statistics from the Institute of Lithium Power Production and Research (GGII), in 2017, Tianneng Energy supplied many vehicle companies such as Geely Automobile, Chery Automobile, Youth Automobile, and Jiangnan Automobile in bulk, with an installed capacity of more than 20,000 units. Ranked 7th in 2017, the installed battery power of new energy passenger vehicles. It still ranks first in the lead-acid battery company camp.

10, Nandu power

The main business of Nandu Power Supply includes the production of four major industries: communication backup power supply, power batteries, energy storage systems, and resource recovery. After many years of layout, it has now formed a "raw material-product application-series solution-operation service-resource regeneration-raw materials". Closed industrial chain.

Among them, the lithium electric energy storage business is the bright spot of the performance growth of Nandu Power in 2017. In 2017, Nandu Power Lithium Battery Products achieved revenue of 504 million yuan, while Lithium Communications achieved revenue of 444 million yuan, an increase of 80.86 % year-on-year, mainly in overseas markets.

"In 2018, Nandu Power will simultaneously develop lithium battery energy storage and power battery market." Guofeng, the chief supplier of Nandu Power Lithium Battery, told High-teach Lithium Battery that the company's lithium battery orders have been full this year and are in full production. The company's demand for growth in lithium battery energy storage and power battery market orders.

11, Vico battery

Founded in 2004, Viko Battery is a subsidiary of Viko Elite (600152). Its main business is the research and development, manufacturing and sales of lithium ion batteries. The products include 3C digital lithium batteries, automotive lithium battery cores, and electric tools. Lithium battery modules. Mainly used in mobile phones, tablets, mobile power and smart wearable devices and other consumer electronic products.

After many years of development, Viko Battery has grown into the top five 3C digital battery providers in China.

Viko Battery Vice President Ai Jian introduced to High-teach Li-electricity. Viko Battery now has three production bases such as Ningbo and Dongguan. At present, Ningbo's polymer digital core production capacity is 240,000 days, and it is advancing polymer lithium batteries. Production line technology upgrade project, by which time the total production capacity will be greatly improved.

12, Hengdian East Magnetic

Hengdian East Magnetic is mainly engaged in the research and development, production and sales of magnetic electronic components, and is known as “China Magnetic Capital”. In 2015, Hengdian East Magnetic invested 425 million yuan to build 100 million 18650 high-capacity lithium-ion power battery projects. The company has already achieved volume supply to a number of OEMs and achieved revenue growth of 655% year-on-year in 2017.

"The company will start power batteries in the second quarter of this year. In 2018, it will mainly focus on the new energy passenger car market. At present, it will mainly cooperate with the announcement of new models on the main engine plant. The system energy density will reach 140 WH / kg. "Wuhangjun, general manager of Hengdian East Magnetic New Energy Battery Division, told High-teach Li-Power that Hengdian East Magnetic New Energy Battery Division has completed the related work of announcing and recommending a number of models in 2017 to achieve a number of new energy logistics vehicles. And the batch supply of low-speed vehicles, 2018 will be further developed.

High-teach Lithium battery learned that Hengdian East Magnetic's 18650 battery is mainly based on the three-way technology route. The company's existing production capacity is 1.5 GWh, and production will be further expanded in 2018.

The page contains the contents of the machine translation.