How does lithium battery equipment giant monopoly survive by low-end capacity?

Introduction: as the leading equipment performance increased significantly at the same time, the many domestic scale and technology can't keep up with market rhythms. These lithium electricity equipment companies are facing the payment day extension, new customer development difficulties and the risk of net profit fell sharply. Market concentration turns to head enterprises gradually.

In the field of lithium electricity equipment, the strong stronger situation began to emerge, small and medium-sized enterprise profit space was further squeeze.

Recently, the domestic power battery equipment leading enterprise leading intelligent released a quarterly in 2018.Quarterly results show that, the company in the first quarter revenues 6.5.7 billion yuan, an increase of 150.58%;Net 1.7.3 billion yuan, an increase of 90.8%.The company earnings per share is 0.39 yuan.

It is worth noting that the domestic special equipment industry average revenue growth rate was 15.35%; Special equipment industry average net profit growth rate is 44.In the growth of 21%, the forerunner of intelligent than domestic counterparts.

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For the growth of the performance, the forerunner of intelligent mainly summarizes three reasons.

1.Benefit from state support for new energy automotive industry, power battery capacity expansion to accelerate the lithium electricity equipment procurement requirements.

2.Companies actively develop new customers.

3.A wholly owned subsidiary of new net Zhuhai Titan new energy electronic co., LTD.

In the equipment of leading performance increased significantly at the same time, the domestic many scale and technology can't keep up with market rhythms of lithium electric equipment enterprises are facing the payment days extended, the risk of new customer development difficulties, the net profit fell sharply, market concentration to head enterprises gradually.

The technical indicators leading products are exported to overseas

Occupy the high-end lithium electricity equipment market is the forerunner of intelligent adoption. It is understood that the forerunner of intelligent strategy with other lithium electricity equipment domestic enterprises are quite different. Pilot intelligent before listing and Panasonic, SONY, Samsung, LG, TDK has depth cooperation abroad such as lithium electricity giant, into the domestic market with BYD, Ningde era afterwards, lishen battery at home and abroad enterprise established strategic cooperation relations, is very rare to make high-end in China lithium battery supply chain of equipment manufacturers, its products are widely popular with the high-end customers at home and abroad.

And high technical index is the key to the guide to winning high-end market at home and abroad.

In the middle key equipment winding machine, for example, the forerunner of intelligent 18650/21700 cylindrical lithium-ion battery winding machine greatly improve the efficiency, the highest efficiency is expected to reach 40 PPM, far more than Japan and South Korea similar equipment and PPM level; And a large number of servo technology, make product production specifications switch more convenient; At the same time, the product also USES more advanced technology, the winding alignment of batteries are stable at zero. Under 2 mm, it is better than the domestic 0.5 mm, 0 abroad.3 mm higher standard.

, on the other hand, the forerunner of intelligent "EV multipole ear winding machine" alternative to South Korea, Japan imported equipment, technology and performance reached the world advanced level. The linear velocity can reach more than 1500 mm/s, winding efficiency can reach 7 PPM. The machine through the special controller for low tension, high speed, high precision of control winding way, make the tension fluctuation control within 6%.Control the alignment degree of plus or minus 0.Within 3 mm, similar products on the market degree of alignment is generally in the plus or minus 0.More than 5 mm.

In these hard technical indicators, the forerunner of intelligent walks in the forefront of the domestic market. But with the expansion of the new energy automobile market, power battery need improve productivity, reduce costs, improve the efficiency of production line, complete product information automatic tracing, based on the basis of mass production to complete large system integration. It also requires the whole big system of organic tandem, realize effective controls the batteries in the production of each link, thus significantly increased demand for the whole line automation manufacturing solutions.

Under such a background, and have strong technical reserve accumulation and ahead of the industry layout of leading enterprises in the aspect of the whole line manufacturing solutions has obvious competitive advantage. Its high automation of li-ion battery production lines and lines to the whole logistics system such as lithium battery the whole equipment, and form a complete set of independent research and development of MES manufacturing execution system, become the power battery enterprises to build intelligent optimal choice of the factory.

Divide the stronger highlights the strong lithium electric equipment industry

In fact, after a rapid development over the past two years, the localization process of the lithium electricity equipment industry to enter the second half, at present, a batch of have a certain scale in the industry, covering the lithium battery main manufacturing equipment companies began to gradually forming. Lithium electric equipment industry concentration also gradually improve, consolidation is accelerating.

From the point of the industry situation, on the one hand, with the core technology advantages of lithium electric equipment and power battery leading form an binding relationship, "AB Angle" supply pattern is gradually formed and curing; Industry mergers and acquisitions, on the other hand, has dense, cluster effect be vividly portrayed. It can be seen that the lithium electricity equipment industry competition is from pure strategic big customers, customers to expand toward binding equipment companies began to say, the pursuit of economies of scale and industry is in the core competitiveness of enterprise occupy the high ground.

Under the giant squeezing strength not enough equipment manufacturers chose more aggressive sales strategy.The productivity belong to the low-level repeated equipment manufacturers, homogeneity is more serious, often through a price war, extend the payment days for customer sales.They usually don't pay attention to quality promotion and brand building, but will choose loan sales, lower prices and other malicious competition manner, to ensure that the rapid growth of their sales.

And low-end customer equipment companies, generally company belongs to the mill, poor health, insufficient funds, there are even some people holding the Dongfeng new energy bus industry, go well. So, they will usually deferred payment buy equipment to equipment enterprises. If industry boom, may settle the equipments; And if there are any industry downturn, they will not hesitate arrears run.

As the capacity expansion of power battery makers tend to be more rational, lithium electric equipment, small and medium enterprises in the future growth will be further received a giant squeeze.

Future plans for the development of the lithium battery production equipment including both at home and abroad the main line, a global perspective, Panasonic, LG chemical, Samsung SDI, CATL, byd, such as leading large-scale expansion (potential), represented by the forerunner intelligent Chinese enterprises is expected to establish cooperation relationship with more leading manufacturers, achieving global supply; The domestic market, lithium battery obvious trait of non-standard equipment, customer viscosity is extremely strong, leading battery production equipment leading combination trend is increasingly obvious, lithium battery and battery equipment industry leading enterprises in the future leader will go hand in hand.

At present, the guide intelligence, constant stake, win or science and technology quality companies have cooperation with high quality batteries manufacturer first, future lithium electric equipment industry is expected to further differentiation, on the one hand, different customer resource leads to different equipment manufacturers corresponding market space; Big customer and small customer, on the other hand, bottom-up conduction fund pressure, small businesses as weak bargaining power, could fall in the way of capital chain rupture at any time.

Equipment, small and medium enterprises in the industry reshuffle integration tide, weak, to be squeezed, equipment companies to present the potential cooperation within the industry customers in-depth and meticulous research, and a detailed classification, to determine a reasonable payment. Usually two, three line often larger customer accounts receivable risk, if can have removed a number of second and third tier customers, strives for the cash and not sales, may be able to sustain her life.

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