Independent brand research and development of batteries -Lithium - Ion Battery Equipment
Recently, the environmental information disclosure platform of Shanghai enterprises and institutions announced the announcement of NIO's new battery research and development project. Judging from the report submitted by Weilai, Weilai plans to build 31 R&D laboratories, 1 lithium-ion battery trial production line and 1 battery pack pack line in Jiading District, Shanghai, and plans to invest 218.5 million yuan to engage in lithium-ion battery cells. and research and development and trial production of battery packs. The project is expected to be constructed between August and October this year. At the same time, Weilai also proposed that the construction of the trial production line of this project intends to conduct preliminary exploration for possible large-scale production in the subsequent development process, and the trial production samples will be used for subsequent in-depth development.(Lithium - Ion Battery Equipment)
For electric vehicles, the battery is the key component of the electric vehicle, and the battery cell is the core component of the battery. NIO’s move means that it has officially started to develop its own batteries.
At present, due to soaring raw material prices, the supply crisis of batteries continues to affect the automotive industry chain. It is understood that the price of lithium carbonate, the core raw material for the manufacture of electric vehicle power lithium batteries, is currently maintained at around 420,000 yuan / ton, an increase of about 9 times compared with 2019. Corresponding to the shortage of raw materials is the vigorous development of the new energy vehicle market. According to the data of the China Passenger Transport Association, in 2021, the sales volume of new energy vehicles in my country is 3.52 million, an increase of 160% over the previous year.
Then, on one side is the supply crisis of "lack of cores and less electricity", and on the other side is the demand for new energy vehicles. Upstream suppliers often take the initiative. For example, CATL, which occupies almost half of the national power lithium battery market share, has expressed that customers have "Crazy reminder", only to give priority to supply to some customers. In fact, when the battery supply is facing "stuck neck", the closeness of the OEM and the supplier often determines whether the battery supply is stable.
Therefore, in order to grasp the right to speak on the battery side and ensure the production and supply of batteries, more and more independent brands have begun to invest in the battery industry. On May 19, Geely officially started the construction of a battery factory in Fuling, Chongqing. This project is the second power lithium battery project jointly constructed by Funeng Technology and Geely. The planned output of the project is 12GWh.
In addition, Great Wall has deployed hydrogen energy and lithium batteries, and established two technology companies, Honeycomb Energy and Weishi Energy. Among them, Honeycomb Energy will rank sixth in the country in terms of the installed capacity of lithium battery vehicles in 2021, while Weishi Energy will rank sixth in the country. An integrated supply chain ecology has also been formed, and efforts are made to develop fuel-powered lithium batteries. In addition, GAC and CATL jointly established Times GAC Power Lithium Battery Co., Ltd., which will supply batteries for GAC Aeon V electric vehicles.
At a time when the world is accelerating electrification transformation, OEMs have begun to build diversified battery supply systems. This shows that there are subtle changes in the relationship between OEMs and suppliers, and they want to take more initiative in the supply chain. On the other hand, these measures may have an impact on the future structure of the new energy vehicle industry.
This year, changes in the international situation and the impact of the epidemic have brought cyclical and unstable factors to the auto industry, and have also made independent brands aware of the necessity of technical reserves for the development of electric vehicles. As Weilai said in the report: "Technology research and development is the core vitality of innovative car companies." On the other hand, the battery industry has the characteristics of long industrial chain and large scale. At the same time, car companies are also required to have strong own strength and abundant cash flow. If they want to truly achieve "battery freedom", opportunities and challenges coexist for independent brands.
For electric vehicles, the battery is the key component of the electric vehicle, and the battery cell is the core component of the battery. NIO’s move means that it has officially started to develop its own batteries.
At present, due to soaring raw material prices, the supply crisis of batteries continues to affect the automotive industry chain. It is understood that the price of lithium carbonate, the core raw material for the manufacture of electric vehicle power lithium batteries, is currently maintained at around 420,000 yuan / ton, an increase of about 9 times compared with 2019. Corresponding to the shortage of raw materials is the vigorous development of the new energy vehicle market. According to the data of the China Passenger Transport Association, in 2021, the sales volume of new energy vehicles in my country is 3.52 million, an increase of 160% over the previous year.
Then, on one side is the supply crisis of "lack of cores and less electricity", and on the other side is the demand for new energy vehicles. Upstream suppliers often take the initiative. For example, CATL, which occupies almost half of the national power lithium battery market share, has expressed that customers have "Crazy reminder", only to give priority to supply to some customers. In fact, when the battery supply is facing "stuck neck", the closeness of the OEM and the supplier often determines whether the battery supply is stable.
Therefore, in order to grasp the right to speak on the battery side and ensure the production and supply of batteries, more and more independent brands have begun to invest in the battery industry. On May 19, Geely officially started the construction of a battery factory in Fuling, Chongqing. This project is the second power lithium battery project jointly constructed by Funeng Technology and Geely. The planned output of the project is 12GWh.
In addition, Great Wall has deployed hydrogen energy and lithium batteries, and established two technology companies, Honeycomb Energy and Weishi Energy. Among them, Honeycomb Energy will rank sixth in the country in terms of the installed capacity of lithium battery vehicles in 2021, while Weishi Energy will rank sixth in the country. An integrated supply chain ecology has also been formed, and efforts are made to develop fuel-powered lithium batteries. In addition, GAC and CATL jointly established Times GAC Power Lithium Battery Co., Ltd., which will supply batteries for GAC Aeon V electric vehicles.
At a time when the world is accelerating electrification transformation, OEMs have begun to build diversified battery supply systems. This shows that there are subtle changes in the relationship between OEMs and suppliers, and they want to take more initiative in the supply chain. On the other hand, these measures may have an impact on the future structure of the new energy vehicle industry.
This year, changes in the international situation and the impact of the epidemic have brought cyclical and unstable factors to the auto industry, and have also made independent brands aware of the necessity of technical reserves for the development of electric vehicles. As Weilai said in the report: "Technology research and development is the core vitality of innovative car companies." On the other hand, the battery industry has the characteristics of long industrial chain and large scale. At the same time, car companies are also required to have strong own strength and abundant cash flow. If they want to truly achieve "battery freedom", opportunities and challenges coexist for independent brands.
