Lithium battery equipment leading strong low-end capacity how to survive?

In the field of lithium electric equipment, the situation of the strong hengqiang began to appear, and the profit and living space of small and medium-sized enterprises was further squeezed.

Recently, China's leading power battery equipment company forerunner intelligent released the first quarter report of 2018. Quarterly results showed that the company's first quarter revenue of 6. 5.7 billion yuan, up 1.5 billion yuan year-on-year. 58%; Net profit 1. 7.3 billion yuan, up 9 percent year-on-year. 8%. Earnings per share of the company was 0. 39 yuan.

It is worth noting that the average operating income growth rate of the domestic special equipment industry is 15. 35%; The average net profit growth rate of the dedicated equipment industry was 44. 21%, the growth rate of leader intelligence exceeds domestic colleague far.

To the growth of achievement, guide intelligence basically summed up 3 kinds of reasons.

1. Benefiting from the country's strong support for the new energy automobile industry, the expansion of power battery capacity has accelerated the procurement demand for lithium electric equipment.

2. The company actively develops new customers.

3. New wholly-owned subsidiary zhuhai Titan new power electronics co., LTD. Net profit.

In the equipment leading performance growth, while many domestic scale and technology can not keep up with the pace of the market lithium electric equipment enterprises are faced with the extension of payment days, new customer development difficulties, the risk of a substantial decline in net profit, the market gradually to the head of the enterprise concentration.

Leading technical indicators? The products are sold overseas

Occupying the high-end lithium electric equipment market is a magic weapon of leading intelligence. It is understood that the leader of the intelligent strategy and other domestic lithium electrical equipment enterprises have 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 the domestic few to make high-end lithium battery equipment manufacturers in the supply chain, its products are popular with high-end customers at home and abroad.

But the excellent technical index is the forerunner can win the domestic and foreign high end market the key place.

Take the winding machine of key equipment in the middle section as an example. The 18650/21700 cylindrical lithium battery winding machine owned by pilot intelligence has greatly improved its efficiency. Its highest efficiency is expected to reach 40ppm, far exceeding the 28PPM level of similar equipment in Japan and South Korea. And a large number of servo technology, so that the product production specifications more convenient switching; At the same time, the product also USES more advanced deviation correction technology, so that the core winding alignment is stable at 0. Below 2mm, which is also 0. 5mm, 0 abroad. The standard of 3mm is higher.

On the other hand, the leader intelligent "EV multi-pole ear winding machine" can replace the equipment imported from Korea and Japan, and its technology and performance can reach the world advanced level. Its linear speed can reach more than 1500mm/s, winding efficiency can reach 7PPM. The whole machine is wound by special controller with low tension, high speed and high precision, so that the tension fluctuation can be controlled within 6%. Alignment control at 0. Within 3mm, the alignment of similar products in the market is generally 0. More than 5 mm.

On these rigid technical index, forerunner intelligence walks in the front row of domestic market. With the continuous expansion of the market of new energy vehicles, power batteries are in urgent need of improving production capacity, reducing costs, improving production line efficiency, completing automatic traceability of product information, and completing integration of large systems based on mass production. This also requires the organic series connection of the whole large system to achieve the effective control of each link of battery production, thus significantly increasing the demand for the whole line automated manufacturing solutions.

In this context, the leading enterprises with profound technical reserves and advanced industrial layout have obvious competitive advantages in providing whole-line manufacturing solutions. Its highly automated lithium battery production line, whole line logistics system and other lithium battery equipment, and supporting independent research and development of MES production execution system, become the best choice for power battery enterprises to build intelligent factories.

Lithium electric equipment industry differentiation strong hengqiang highlights

In fact, after the rapid development in the past two years, the localization process of the lithium electric equipment industry has entered the second half. Lithium electric equipment industry concentration is also gradually increased, industry integration accelerated.

From the perspective of the situation of this industry, on the one hand, lithium electric equipment enterprises with core technology advantages have formed a binding relationship with power battery leaders, and the supply mode of "AB Angle" is gradually forming and solidifying. On the other hand, industrial mergers and acquisitions have also been intensive, cluster effect is ready. It can be seen that the competitive situation of the entire lithium battery equipment industry is expanding from the original number of simple customers to bound strategic key customers. Equipment enterprises begin to pursue scale effect and industrial discourse power, and enterprises with core competitiveness are occupying the high ground.

Squeezed by the giants, weaker equipment makers are opting for more aggressive sales strategies. These equipment manufacturers' production capacity belongs to low-end duplication, with serious homogenization, and they often gain customer sales through price war and extension of payment days. Instead of focusing on quality improvement and brand building, they often resort to malicious competition such as selling loans and driving down prices to ensure rapid sales growth.

And go low-end customer equipment enterprises, usually belong to the workhouse type enterprises, poor health, lack of funds, and even some people holding by the new energy car industry dongfeng, grab a go mentality. As a result, they often defer payments to equipment companies to buy equipment. If the industry is good, the equipment may be settled; And if the industry slump, they will not hesitate to run arrears.

With the capacity expansion of power battery manufacturers becoming more rational, the future growth space of small and medium-sized lithium battery equipment enterprises will be further squeezed by the giants.

The development plan of lithium battery production equipment in the future includes domestic and foreign two main lines. Globally, panasonic, LG chem, samsung SDI, CATL, byd and other leading enterprises (potential) expand production on a large scale. From the perspective of domestic market, non-standard features of lithium battery equipment are obvious, and customer stickiness is extremely strong. The trend of strong combination between battery leader and production equipment leader is increasingly obvious. In the future, the industry leader of lithium battery equipment and battery enterprise will go hand in hand.

At present, leading intelligent, keheng shares, winghe technology and other high-quality enterprises have reached cooperation with high-quality cell manufacturers first, the lithium battery equipment industry is expected to further divide in the future, on the one hand, different customer resources lead to different market space for different equipment manufacturers; On the other hand, big customers and small customers have different capital pressure from bottom to top. Small enterprises have weak bargaining power and may fall on the road of capital chain rupture at any time.

Before the tide of reshuffle and integration in the industry, small and medium-sized equipment enterprises are on their own. In order to survive, equipment enterprises should conduct in-depth and detailed research on potential cooperative customers in the industry and make detailed classification, so as to determine a reasonable payment method. Generally, the accounts receivable risk of the second - and third-line customers is often greater, if you can gradually remove a number of second - and third-line customers, for cash rather than sales, perhaps can continue life for a while.

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