On the evening of June 2, 002008.SZ disclosed that since the beginning of the year, the company has won a total of 1.003 billion yuan in new energy battery business orders from Ningde time (300750.SZ) and its subsidiaries. Big family laser-related sources told the financial news agency that the company's order acquisition matches the development of the industry, and the sales of downstream new energy vehicles are also growing rapidly, so it is expected that the capacity of the lithium industry chain will expand rapidly.
According to the above announcement, from January 1, 2021 to the date of disclosure of the announcement, the cumulative amount of orders received from Ningde Times and its holding subsidiaries has accounted for about 8.40% of the company's total audited business income in 2020. The winning project is lithium battery production equipment.
The main business of Big Group Laser is to provide system solutions for laser, robot and automation technology in the field of intelligent manufacturing. From the composition of laser revenue in 2020, the revenue of laser and automation supporting equipment, PCB and automation supporting equipment accounted for 75.60% and 18.28% of the company's total revenue respectively.
From the past business performance, Ningde era orders have a greater impact on the big family laser new energy plate. The sales revenue of the company and Ningde Times and its holding subsidiaries from 2018 to 2020 were 132 million yuan, 1.096 billion yuan and 156 million yuan respectively, while from 2018 to 2020, the company's new energy business was 641 million yuan, 1.109 billion yuan and 271 million yuan, respectively. Ningde Times and its holding subsidiaries accounted for 21%, 99% and 58% of Dazu's laser new energy business.
As can be seen from the above data, before the order disclosure in 2021, the company has obtained more than 1.2 billion yuan of equipment orders in Ningde era from 2018 to 2020, and the order delivery period is mainly concentrated in 2021. According to the information revealed by the shareholders' meeting of Ningde era in 2020 (the time required for capacity expansion ranges from 2-3 years to 3-5 years), the orders obtained by Dazhong Laser this year should not be delivered this year.
However, it can be expected that in order to match production capacity, more orders for lithium-ion equipment may be landed in the second half of the year. Some industry insiders said that after Ningde Times disclosed a huge production expansion last year, orders for more than 12 billion equipment have been distributed, and as major lithium power plants follow the expansion of production and upgrade the production line, there will be more demand for lithium equipment orders. In view of the fact that it has received more than 1 billion orders in less than half a year, Dazu Laser's new energy business revenue this year may exceed the high point of 1.109 billion yuan in 2019.
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