Why did these 8 power battery enterprises expand production? Xinghen Power Supply starts construction 25GWh Chuzhou Base.

Power battery concentration is higher and higher, which seems increasingly small chance later. However, the subsidy is not over, the overall competition pattern has not settle down yet, a lot of power battery enterprises believe that the opportunity remains, and tries very hard to sprint.

Research high production of lithium electricity institute (GGII) survey data show that this year July 1 - power battery installed power of the top 10 enterprises have hin high-tech era of Ningde, byd, countries and fu can science and technology, Lishen, weft lithium can, Bak battery, China battery, universal, intellectual navigation of new energy, etc. Ningde era and byd two enterprises accounted for more than 60%, 10 enterprises accounted for more than 80%.

In order to further expand the scale effect, has dominated most of first-mover advantage of the enterprise is still in sharp expansion, such as the age of Ningde base of west lake, after 24 GWH will new capacity, has officially offline BYD qinghai Xining the Nanchuan a power battery plant capacity 10 GWH all the year after 24 GWH capacity, the production of the first to manufacture base of science and technology in Zhenjiang 20 GWH project planning capacity, etc.

Although Nemesis in the former, but given the high capacity is still in short supply, local governments tend to support local businesses, niche market remains to be mining, two or three line pattern is far from forming, since this year, have certain capital background or technical strength of the power battery enterprise expansion has still overweight, and then too. Australia the shun cheong, peng energy, Thornton, new energy, Tafel, Qianjiang lithium electricity, star constant power supply, power supply, new energy and so on eight days I company is one of the typical representatives.

1, Australia by the end of the shun cheong extend 2 GWH capacity

Recent Australian foreign shun cheong foreign said, the company currently capacity for 3 g, 2 g of which can be mass production NCA and 811 high nickel cylindrical battery, 2 GWH will expand production capacity by the end of this year, this part of the equipment has been the arrival of the goods to start the installation.

Learned, Australian foreign shun cheong through its acquisition of Jiangsu from 2016 green wei lithium co., LTD. 47% stake, officially entered the lithium battery industry, forming metal logistics, leds and lithium battery three big business pattern.

In 2017, according to data of Macao ocean shun cheong lithium battery business sector revenue of 680 million yuan, up 92% from a year earlier, the net profit of 190 million yuan, an increase of nearly 2 times. Macao ocean, managing director of shun cheong Chen wenkai said, "in the next few years, lithium electricity business will become the largest business sectors in Australia the shun cheong. Our goal in this field, is to be China's three yuan cylindrical lithium-ion batteries in the field of NO. 1."

2, 2.6 GWh million peng energy capacity is expected to begin in October

Recently learned from million peng energy, the company established power battery planning is steady progress, Ganzhou base issue of power battery project 2.6 GWh capacity is expected to begin in October this year, the products cover manganese acid lithium and lithium iron phosphate series, three yuan.

Million peng energy main plug-in hybrids and pure electric vehicle speed filling lithium ion power battery research and development, manufacture and sales of the system. Previously, million peng energy flagship quick charge class soft package technology route, mainly used in the field of new energy bus, with 18 48 ah ah, ah, 26 manganese acid lithium battery, 68ah lithium iron phosphate batteries give priority to.

In the hybrid electric bus power battery industry market, Peng energy market share in the second place, is "a phone three dragon" (Yutong, Xiamen Jinlong, Suzhou Jinlong, Xiamen golden dragon) and Shanghai we, Nanjing Jinlong buses companies such as the level of suppliers.

After grafting capital, as the change of new energy automobile market, hundred Peng energy also extend from manganese acid lithium route to three yuan, lithium iron phosphate. Nearly two years, million peng energy are nearly 100% growth in operating income at the same time, the current has begun by high power battery technology advantage, to the passenger car market development.

3, 5 GWH Thornton, new energy three phase of the project put into production

On July 2, in Hunan Xiangtan Jiu Hua industrial park Thornton, new energy production base, with "new core set sail, unstoppable" as the theme of the three periods of Thornton, new energy lithium battery production ceremony and three yuan 260 wh/kg soft package batteries production conference was held successfully.

Learned, Thornton, new energy lithium battery three phase of the project started in 2017, completed in 2018, plant a total construction area of 80000 square meters, annual production capacity of 5 GWH, introduction of lithium ion power battery is the cathode production, assembly, testing and storage/transport and logistics such as intelligent manufacturing core technology and equipment.

The project construction includes the intelligent processing center and production lines, intelligent control, intelligent manufacturing execution process control system, intelligent storage, transportation and logistics systems and cloud services platform. Thornton, new energy at the same time 260 wh/kg ternary soft package of batteries will also pick up three periods of platform for mass production.

4, 15 GWH Tafel project settled in Changde, Hunan province

On June 13, Jiangsu Tafel new energy technology co., LTD. (hereinafter referred to as "Jiangsu Tafel") add 15 GWH power battery project settled in Changde, Hunan province, and on the same day with the local government and related industrial park, the related capital party signed a cooperation agreement. According to the agreement, the project plans to invest 1.5 billion yuan first phase, will be 1.5 GWh capacity production line, plans to begin production in the first quarter of 2019.

At the same time, high lithium electricity understands from Jiangsu Tafel, its base in Nanjing second phase capacity construction in May this year, after the project put into production, Nanjing base will be had a total of 6 GWH capacity. Combined with the government's consultation project in Hunan province and other provinces and cities, is expected at the end of this year, the whole Tafel company is the total output of 8 GWH can be.

5, Qianjiang lithium electricity 4 billion Wh lithium battery PACK and the production line

On April 28, Qianjiang motor (000913) announcement, the board of directors of the company by examining the bill about foreign investment holding company, agreed to holding company of Zhejiang Qian Jiangxin energy technology co., LTD. (hereinafter referred to as "Qian Jiangxin energy") signed with Wenling city people's government of the Qian Jiangxin energy produces 4 billion Wh lithium ion power and energy storage battery assembly project investment agreement ".

Qian Jiangxin energy intends to perform the project in Wenling city east new district, will be its wholly owned subsidiary of Qianjiang lithium electricity technology co., LTD. Implementation is complete. Projects with a total investment of about 3.18 billion yuan, annual capacity of 4 billion Wh two phases was built lithium ion batteries production line and PACK production line, leading products for power lithium ion battery and energy storage battery. Among them: a period of 2 billion to Wh, phase ii 2 billion Wh.

Qianjiang motor, said the investment is advantageous to the company bigger and stronger lithium battery industry, through access to the local government industry support, the rapidly expanding capacity and product advantages, through scale lithium battery production and operation to reduce costs, enhance company lithium electricity industry core competitiveness, accelerate the development of enterprises.

6, star of constant power of building 25 GWH Chuzhou base

"Light electric vehicle batteries and new energy car battery" two-wheel driven strategy, the star of constant power supply capacity layout works fast. On March 28, the star of constant power co., LTD. Sue Chuhe modern industrial park project signing ceremony was held in Chuzhou, Anhui province.

High lithium electricity, star of constant power Su Chuhe modern industrial park projects covers an area of about 700 mu, plans a total investment of 10 billion yuan, four phase of construction. One phase of the project investment of 3 billion yuan, and will be completed and put into operation in the second quarter of 2019, when the capacity is 6 GWH; The phase ii project is scheduled to be completed by the end of 2020, after the completion will have 12 production lines, with 13 GWH power lithium battery production capacity; Overall project construction will be completed in 2022, build capacity of 25 GWH.

It is worth mentioning that this year on January 5, 26148 star constant power line formally put into production, planned capacity of 1.3 GWh, designed to meet the VDA size square aluminum battery build, this is a high standard of professional automotive grade battery production line.

7, when can the power of building 30 YiAn power battery and energy storage battery

On March 23, the new three board enterprise power supply (834851), according to the announcement with Minquan county in Henan province people's government signed the "investment agreement", will be invested in the civil rights of Henan province high-tech zone, with annual capacity of 30 YiAn stylish energy international integrated application of lithium ion power battery and energy storage battery industry base project, the project total investment 2 billion yuan.

The agreement, Minquan county people's government will provide power supply party for about 230 acres of industrial land, industrial land reserved about 100 mu. At the same time, land as of the date of delivery in Minquan county people's government, power supply must be completed within five years. Among them, the first phase of production must be completed in two years, up to 10 YiAn capacity; Put into production, the second phase of three years to complete a total of 30 YiAn capacity.

8, the day I new energy building of power batteries and 4 GWH project system assembly

In March 2018, the day I New energy plans to invest more than $5 billion worth of power battery system assembly project has been in Nanjing LiShui officially opened by the open area, plans to build 4 GWH of power batteries and system assembly, BMS annual output of 400000 sets of the industry chain base benchmarking.

Data show that day I new energy was founded in 2015, is a Hong Kong listed company day minister holdings (stock code: HK01201) subsidiary, is focused on the high energy, high density ternary system technical route, committed to build dynamic system assembly industry chain, promote the development of global new energy power battery system key technology, the company paid in the registered capital of 1 billion yuan.

Now days I new energy has been formed in the nationwide/Hong Kong/Shenzhen - Nanjing - Shaanxi triangle pattern, the new energy industry section in operations management headquarters is LiShui system assembly project under construction, and deep, and Hong Kong because of the geographical position advantage and policy resources, gathering of national excellent talent and capital, self-contained, so use it as a day I new energy strategy control headquarters.

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