The growth of Lithium electric equipment is strong

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

Recently, the leading domestic power battery equipment enterprises pilot intelligence released the 2018 quarterly report. According to the quarterly report, the company's first-quarter revenue was 65.7 billion yuan, a year-on-year increase of 150.58 billion yuan; The net profit was 117.3 billion yuan, a year-on-year increase of 90.8 yuan. The company's earnings per share is 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 %, and the growth of the leading intelligence far exceeded that of its domestic counterparts.

For the growth of performance, the leading intelligence mainly summed up three reasons.

1. Benefited from the strong support of the state for the new energy vehicle industry, the expansion of power battery production capacity has accelerated the procurement demand for lithium power equipment.

2. The company actively develops new customers.

3. Net profit of Zhuhai Titan New Power Electronics Co., Ltd., a new wholly-owned subsidiary.

While the performance of the equipment leader has grown significantly, many lithium equipment companies with scale and technology that can not keep up with the rhythm of the market are facing the risk of extended accounts, difficulties in opening up new customers, and a sharp decline in net profits. The market is gradually concentrated in the top companies.

Technical indicators leading peers? Products exported overseas

Capturing the high-end lithium electric equipment market is the magic weapon of leading intelligence. It is understood that the strategy of leading intelligence is very different from other lithium electric equipment companies in China. Prior to listing, Pioneer Intelligence had in-depth cooperation with foreign lithium power giants such as Panasonic, Sony, Samsung, LG, and TDK. After entering the domestic market, it also established strategic cooperation with well-known domestic and foreign battery companies such as BYD, Ningde, and Lishen. relationship. It is one of the few equipment manufacturers in China that can join the high-end lithium battery supply chain. Its products are widely favored by high-end customers at home and abroad.

Excellent technical indicators are the key to winning the high-end market at home and abroad.

Taking the key equipment winding machine in the middle section as an example, the 1865/21700 cylindrical lithium battery winding machine under the pilot intelligence has greatly improved its efficiency, and its maximum efficiency is expected to reach 40 ppm, far exceeding the level of 28PPM of similar equipment in Japan and South Korea; And a lot of servo technology is used to make it more convenient to switch product production specifications; At the same time, the product also uses more advanced correction technology, so that the coiling of the core is stable below 0.2 mm, which is also higher than the domestic standard of 0.5 mm and foreign 0.3 mm.

On the other hand, the pilot intelligence "EV multipole ear winding machine" can replace South Korea and Japan's imported equipment, and its technology and performance have reached the world's advanced level. Its line speed can reach more than 1500 mm/s, and the 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 is controlled within 6 inches. The alignment control is within ± 0.3 mm, and the alignment of similar products in the market is generally above ± 0.5 mm.

In these hard technical indicators, leading intelligence is at the forefront of the domestic market. With the continuous expansion of the market for new energy vehicles, power batteries urgently need to upgrade production capacity, reduce costs, improve production line efficiency, complete automatic traceability of product information, and complete large-scale system integration based on large-scale production. This also requires the whole system to be connected in organic series to realize the effective control of all parts of battery production, so the demand for full-line automated manufacturing solutions is significantly increased.

Under this background, the leading enterprises with deep technical reserves and advanced industrial layout have obvious competitive advantages in providing full-line manufacturing solutions. Its highly automated lithium power production line and full-line logistics system and other lithium battery full-line equipment, and supporting the independent development of the MES production and implementation system, has become the best choice for power battery companies to build smart chemical plants.

Lithium electric equipment industry differentiation strong strong stand out

In fact, after the rapid development of the past two years, the localization process of the lithium electric equipment industry has entered the second half. At present, a number of equipment companies in the industry that have a certain scale and cover the main manufacturing links of lithium batteries have gradually begun to take shape. The concentration of the lithium electric equipment industry has also gradually increased, and the industry integration has accelerated.

From the perspective of this industry situation, on the one hand, lithium electric equipment companies with core technological advantages have formed a binding relationship with the power battery leader, and the supply mode of "AB Point" is gradually forming and solidifying; On the other hand, industrial mergers and acquisitions have also emerged intensively, and the cluster effect is about to emerge. It can be seen that the competition situation of the entire lithium electric equipment industry is moving closer from the original pure customer number expansion to the big customer of binding strategy. Equipment companies have begun to pursue scale effect and industrial discourse, and companies with core competitiveness are occupying the highlands.

Under the pressure of the giants, equipment manufacturers who are not strong enough to choose a more aggressive sales strategy. The production capacity of these equipment manufacturers is low-end duplication, and homogenization is more serious. It often uses price wars and extended account periods to obtain customer sales. They usually do not pay attention to quality improvement and brand building. Instead, they choose malicious competition such as lending sales and lowering prices to ensure the rapid growth of their sales.

The low-end customers of equipment companies, usually belong to the workshop type enterprises, poor Constitution, insufficient funds, and even some people hold the new energy car industry Dongfeng, a mind to go. As a result, they usually defer payments to equipment companies to buy equipment. If the industry is booming, equipment payments may be settled; And if the industry is in a slump, they won't hesitate to default.

With the expansion of power battery manufacturers gradually rational, the future growth of small and medium lithium-electric equipment enterprises will be further squeezed by the giants.

The page contains the contents of the machine translation.