Although the new energy automobile market was in a buffer period in the first half of the year, it has made great strides in the expansion of investment in power batteries. According to statistics compiled by the company's public information, the company's lithium battery expansion output exceeded RMB 60 billion from January to July. Does not include intention to settle and fundraising projects). According to the incomplete statistics of high-tech lithium battery, the amount of power batteries put into operation from January to July exceeded RMB 18 billion, and the enterprises that have been put into operation include Suzhou Lishen, Yiwei Lithium Energy, Sichuan Era, Maike New Energy, Yufeng Lithium, Anchi Technology, Sichuan Haohai, lion science and technology. The total investment for the expansion of production capacity plans exceeded 41 billion yuan. The expansion companies include the Ningde era, micro-power, lion science and technology, Far East Foster, Far East Foster, Yinlong, Qingdao Lishen, Guoxuan Hi-Tech, and Suzhou Yuyu. , Times SAIC, CNAC Lithium, Wulong Electric Vehicle, etc. Among them, Suzhou Lishen, Yiwei Lithium, Lunshi Technology, Far East Foster, Guoxuan Hi-Tech and other companies invested mainly in cylindrical batteries, Ningde Times, Qingdao Lishen, Anchi Technology, Maike New Energy, etc. The company's investment and expansion are mainly square batteries. The GGII Research Institute believes that in terms of current production growth rate, the supply of production capacity is much faster than the increase in demand, so the prices of many power battery plant markets are now Compared with an anxious state, but the current market is still facing high-end capacity shortage, the structural overcapacity of the battery has already emerged. It is worth mentioning that there are still some lithium-listed companies are raising funds to invest in and expand the power battery project. In the new wave of investment and expansion, the momentum of power battery companies also released the following signals: First, the technology line is diversified. From the mainstream company's technical route, most companies have chosen the situation of ternary, lithium iron phosphate walking on multiple legs. At the same time, whether it is a soft package, a square or a cylinder, the current competition in the power battery market is still fierce, and the trend of three pillars will continue. Second, the trend of agglomeration has further increased. Judging from the policy level, the country intends to pool resources to support large and powerful enterprises with strong technology. Only with regard to the layout of production, technology, resources, and strategies, can it be developed under the policy baton. Third, capital-driven acceleration. According to rough statistics, from January to July, the number of projects investing in lithium batteries reached 30, with the amount exceeding RMB 67 billion. At the same time, since 2017, the new energy auto industry fund has exceeded 26 billion yuan. For both, lithium-ion battery companies need to use the investment and financing methods of specialized investment institutions, risk control systems, and legal experience to expand and integrate their upstream and downstream businesses. Capital hopes to use the industry's sensitive sense of smell, technology and market experience. , find quality targets for yourself. Fourth, the 21700 tornado struck. In the second quarter, Yiwei Lithium released 21,700 new products. Suzhou Lishen produced 4GWh21700 power battery project and put into production. At the same time, battery companies including Far East Foster, Mausoleum Technology, and Shenzhen BAK announced that they would lay out 21700 batteries. At the same time, there are a large number of cylindrical battery companies that are in the process of technical reserves. Sputum Suction Tube For Patient,Medical Suction Tube,Pvc Suction Tube,Trumpet-Type Suction Tube Henan Ruike Medical Devices Co.,Ltd , https://www.henanruike.com
