Strategic cooperation between Lishen Battery and Beiqi Futian has become an inevitable trend

Recently, Tianjin Lishen battery Co., Ltd. and Futian auto group signed a strategic cooperation agreement in Tianjin, the two sides will in the future in new energy vehicle research and development, manufacturing, sales, services, power battery echelon utilization, new energy car value chain and other areas of cooperation.

As a domestic lithium-electric veteran enterprise, Tianjin Lishen Material System includes lithium iron phosphate and ternary batteries, etc.. The products cover five series and thousands of models. Products include round power batteries, Square power batteries, polymer consumer batteries, round consumer batteries, Square consumer batteries, widely used in 3C digital, light vehicles, new energy vehicles, special vehicles, energy storage systems and other fields. It is one of the few companies in the world that has the R&D and manufacturing capabilities of full-range lithium batteries such as round, Square, and soft packages.

At present, the company has the ability to produce an annual output of 10 GWh lithium-ion batteries. According to the plan, the company will form a power cell with a capacity of 30 GWh per year by 2020, a power cell with a capacity of 60 GWh per year in 2025, and a mass production application of 21700 batteries. company.

According to data from the Institute of Lithium Power Production and Research(GGII), from January to July 2018, lishen battery ranked fifth in domestic power battery installed power, and in 2017 it was located in the sixth place in domestic new energy vehicle power battery installed power.

In recent years, the domestic new energy car market has developed rapidly. It is estimated that by 2020, the production and sales of new energy vehicles will reach 2 million vehicles. In order to meet the needs of market development, Tianjin Lishen actively seeks cooperation with vehicle companies.

In January 2018, Tianjin Lishen signed an agreement with Dongfeng to jointly fund the establishment of Dongfeng Lishen power battery System Co., Ltd. in Shiyan, Hubei Province, and the 3 billion watt/year power battery system project. The project planned 2 pack production lines in advance, mainly for Dongfeng Group. New energy vehicles provide power battery systems.

On June 26, Jianghuai iEV6E, which is equipped with the Suzhou Lishen 4.5 Ah 21700 ternary power battery, a subsidiary of Tianjin Lishen, has been listed. In addition to Jianghuai Automobile, Suzhou Lishen also cooperated with vehicles such as Zhongtong Bus, Nanjing Jinlong, and Xinyuan in the field of logistics vehicles. At the same time, it also cooperated with passenger vehicles such as Ou Shang, Changsha Zhongtai, Seahorse Automobile, and Xiaopeng Automobile. Establish long-term supply relationships.

In addition, Tianjin Rishen is also negotiating power battery business cooperation with international car companies such as Volkswagen and Daimler, and has become the only supplier of power batteries for the new energy joint venture company established by the Renault-Nissan alliance.

Fukuda Motor Co., Ltd. started the R&D and production of new energy vehicles in 2003 and has always been committed to promoting the industrialization process of new energy vehicles. In the past 15 years, Fukuda Automobile has invested more than 5 billion yuan in R&D funds in the new energy field, and has its own R&D strength.

According to the contents of the cooperation agreement, Zhangxiyong, general manager of Beiqi Group and chairman of Futian Automobile Group, will carry out in-depth cooperation in the fields of R&D, manufacturing, sales, services, power battery echelon utilization, and new energy vehicle value chain in the future. It provides support for the core technology breakthrough of new energy vehicles.

In addition, the two sides will also carry out in-depth cooperation in the application of vehicle networking to achieve in-depth analysis and management of the entire life cycle of the vehicle, intelligent adjustment of battery status and fault warning.

Under the pressure of subsidization and double points policy, the strategic cooperation between automobile enterprises and power battery enterprises has become an inevitable trend.

Recently, the Ningde era signed a strategic cooperation agreement with SAIC GM. The car companies that signed the cooperation have already covered more than a dozen domestic and international vehicle companies such as Volkswagen, BMW, Daimler, Guangzhou Automobile, and Dongfeng Automobile. BYD signed a cooperation agreement with Chang 'an, and cooperation with international and domestic car companies is also in contact; Penghui Energy also recently signed a strategic cooperation agreement with Dongfeng Automobile.

GGII analysis believes that car companies 'requirements for core components, especially power batteries, have become increasingly high, and the importance of power batteries has become more prominent. Car companies have shown their desire to control them. The current power battery market has entered the construction stage of the pattern, and battery companies urgently need to be deeply bound to the host plant to seek long-term development. In the future, with the initial formation of the new energy car market and the decline of subsidies, the number of suppliers in the main plant will inevitably decrease.

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