Nandu power supply lithium electricity "business"

Nandu power supply (300068), a domestic lead-acid battery giant, is expanding its presence in the lithium battery business.

As one of the largest energy storage battery market in China, nandu power supply co., ltd. has established a leading position in the communication backup power market and entered the market of lithium battery and new energy vehicle power battery after gaining a leading position in the industry.

The main business of nandu power supply includes communication backup power supply, power battery, energy storage system and resource recovery. After years of layout, it has formed a complete closed industrial chain of "raw materials - product application - series solutions - operation services - resource recycling - raw materials".

Among them, lithium power storage business is nandu power supply in 2017 performance growth highlights. In 2017, nandu power supply lithium battery products achieved revenue of 504 million yuan, while communication lithium battery products achieved revenue of 444 million yuan, a year-on-year increase of 80.86%, mainly concentrated in overseas markets.

"" in 2018, nandu power supply will generate both lithium electric energy storage and power battery market. Guo feng, chief engineer of nandu power lithium battery, told gaogong lithium battery that the company's lithium battery orders have been full this year and the company is in full production. Currently, the company is expanding its production capacity to meet the growing demand of orders in the lithium battery energy storage and power battery market.

On April 20, gaogong lithium power supply chain tour research team walked into nandu power supply, understand the lead-acid battery giant lithium "business.

As one of the most influential brand activities in the industry, the research tour of the supply chain of high industry lithium battery has reached the seventh session. This year, the tour takes south China station as the starting point, and it is expected to take two months to cover more than 30 cities in 4 regions and visit more than 50 mainstream power battery enterprises in China. Measure industrial development with footsteps and feel the pulse of the industry through field visits. This tour has received strong support from lithium battery enterprises such as aurit, weitegao, laser yu technology, xinlonghao, today international and yihong intelligent.

Under the trend of the continuous growth of the new energy vehicle market, the major lead-acid giants in 2017 have increased the company's efforts in the transformation and layout of lithium battery, but the market performance is quite different, and the market focus is also different. As one of the representatives of nandu power supply, its lithium battery business also saw a substantial growth in 2017.

Nandu power supply's 2017 annual report shows that during the reporting period, the company achieved a revenue of 8.637 billion yuan, up 20.94% year on year, and the net profit attributable to shareholders of the listed company was 418 million yuan, up 15.65% year on year. Among them, lithium battery products achieved revenue of 504 million yuan.

In terms of segmentation, lithium battery communication energy storage is the main force driving the growth of nandu power supply lithium battery business. In 2017, the revenue of lithium battery communication reached 444 million yuan, up by 80.86% year on year.

It is understood that nandu power supply adopts the business model of "investment + operation". In recent years, it has been constantly promoting the progress of its energy storage business and continuously obtaining multiple energy storage orders to boost its business growth. At present, the scale of projects under construction and put into operation has exceeded 700mwh.

In December 2017, nandu power supply won the bidding of China mobile's centralized procurement project of lithium iron phosphate battery products for base stations other than towers in 2017-2018, with the bid share of 19.57% and the bid amount of about 200 million yuan. During the reporting period, the company won the bid of Bangladesh communication to operate the lithium iron phosphate battery procurement project, with the total amount of orders exceeding usd 40 million.

In the meantime, nandu power is actively planning the global energy storage market, and has signed a phase I frequency modulation energy storage system project with UpsideConsultingGmbH of Germany and UpsideInvestGmbH&Co.,KG. The project is expected to be completed by the end of 2018, which will become a benchmark project for it to enter the European power storage market.

Guo said that nandu power supply has seen rapid growth in overseas orders for energy storage in recent years, especially in the market this year.

"The company is currently in the process of upgrading the lithium electric production line, and the new 600 mw hour capacity is expected to be put into production in August." Guo feng said.

It is worth noting that in addition to the key layout of lithium battery energy storage market, the power battery market is also the key layout of nandu power supply in recent years.

It is known that nandu power supply lithium electric material system contains lithium iron phosphate and ternary material, the product covers soft package and square aluminum shell. In the power battery, the company has to dongfeng, changan and other manufacturers bulk supply. At present, the power supply and power products of nandu meet the needs of vehicle manufacturers in terms of energy density and electrical performance and meet the new subsidy standard. In 2018, the main focus will be on the new energy logistics vehicle market. At the same time, nandu power also actively explore overseas power battery market, is expected to continue to drive the growth of nandu power market.

The page contains the contents of the machine translation.