As early as January 13, 2018, Chengfei integrated a downward revision of the performance forecast, which magnified the pressures of subsidizing slope downgrades, downstream depot prices, and upstream material price increases. .
In February 2018, with the headlines of the four giants of Ningde Times, BYD, Guoxuan Hi-Tech, and Fueng Technology, the lithium battery market is surging again.
What is the status of the Big Four? What kind of big move did they play?
Ningde era: "Friend Circle" reproduces the great coffee
Recently, Aston Martin officially announced a five-year trade and investment plan for the Chinese market totaling 620 million pounds (approximately RMB 5.44 billion).
It is reported that the Ningde era has entered Aston Martin's list of the first battery suppliers for pure electric vehicles. This pure electric vehicle is limited to 155 vehicles and will be on sale in 2019.
In addition to the recent Aston Martin, many European brands including BMW, Volkswagen and Daimler have used the Ningde era as a battery supplier.
In China, the number of car dealers in the Ningde era is as high as 46. Among the six largest state-owned automobile groups, Ningde has collected 3 companies, as shown in the following figure:
BYD: Not only is it comprehensive but also super-class
On the evening of February 7, BYD released its sales report in January. The company sold 42,338 vehicles in January, an increase of 47% year-on-year, of which, new energy vehicles sold 7,151 vehicles in January, an increase of 1,082% year-on-year. This is BYD's first disclosure of monthly sales data.
Needless to say, BYD's new energy vehicle, of course, is BYD's battery.
On February 3, the “3+2†battery-grade lithium carbonate project of Qinghai Salt Lake BYD Resource Development Co., Ltd. and the Qinghai Salt Lake Fozhao Lanke Lithium Company was officially launched, with a total investment of nearly 8 billion yuan. This is the largest lithium carbonate project in China.
It is understood that after the completion of the project construction, the lithium carbonate production capacity of Salt Lake will reach an annual output of 60,000 tons, and the annual output value of the project will reach 4.5 billion yuan.
Guoxuan Hi-tech: Large-scale manufacturers recreate large orders
On February 5th, Guoxuan Hi-tech and Universiade Automobile Co., Ltd. signed a "strategic cooperation agreement" in Hefei. In this agreement, Universiade Auto purchases 6000 sets of pure electric vehicle battery system from Hefei Guoxuan, the total contract amount is about 750 million yuan.
Up to now, the large orders received by Guoxuan Hi-Tech have received orders for about 20,000 sets of Jianghuai IEV series cars from January to April of 2018, and BAIC New Energy’s 27,000 sets of Beiqi EC180 cars in the first half of 2018. Battery orders, etc.
In addition, on January 30th, Guoxuan Hi-tech Co., Ltd. introduced the latest progress of the company's lithium-ion battery-related business during an investor survey. Guoxuan Hi-Tech executives stated that in January 2018, the company had determined that it would provide the ternary 622 power battery for the first model developed by the Ford and Zhongtai Joint Venture, and the vehicle's cruising range would reach 350km or more. At present, relevant vehicle design and development work is ongoing.
In terms of the battery technology line, the National Science and Technology Department's 300wh/kg high energy density major technology project undertaken by Guoxuan Hi-Tech Co., Ltd. has progressed smoothly. The company has developed a ternary 811 soft-pack cell with an energy density of 302wh/kg, and it has now begun. Construction of related product pilot line, plan to start production line in 2019.
Fuenergy Technology: Change from Dark Horse to White Horse
On February 7, Fueneng Technology announced that it had achieved a round of financing of RMB 5 billion in Series C. Investors included China Venture Capital Fund, Guoxin Guoxin Dongwu Overseas Fund, Industrial Bank and Dongxing Capital.
This year's 2018 masterpiece is regarded as a veritable masterpiece - since 2017, in the field of lithium battery capital, 5 billion is the world's single largest financing. Fuenergy Technology has become a true industry unicorn.
In 2017, Fuenergy's power battery system shipments have entered the world's top ten. On December 20, 2017, Fuengeng Technology signed an agreement with Beijing Automotive Group to reach the single largest purchase order in the field of new energy in the country, the “5 million Million Battery Strategic Purchase Agreement†and a series of cooperation agreements.
According to the plan of Fuengeng Technology, by the year 2020, Fuenergy Technology will form a power battery production base with annual capacity of 40GWh.
Summary: The power battery market in 2017 will be able to reshuffle. In the environment of high-end deficiencies and low-end surplus, there is a pressure on lithium-ion companies that have no advantages and do not keep pace with the market. However, “blasting mad sand and going to goldâ€, some lithium-ion companies have in-depth research and development of technology, reduce costs, and improve performance in the fierce market competition, not only can gain a firm foothold and rapid development in the market, but also help the entire industry. Long-term development.
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