After trading on March 31st, Xingyuan material (300568) announced that it plans to invest no more than 2 billion yuan to build a production plant in Svista Industrial Zone in Eskilstuna, Sweden. when the new factory is completed in 2025, it will become the European headquarters of Xingyuan material. The plant will be one of the largest of its kind in Europe, and the plant in Eskilstuna will provide a diaphragm for Northvolt's superfactory in Skellefte and later for other European battery manufacturers.
According to the latest investment progress, Xingyuan's investment in Eskilstuna in Sweden is divided into three stages. From the first stage to the first quarter of 2022, the coating and cutting capacity will be provided after the purification and decoration of the existing plant, and from the second stage to the end of 2023, two base membrane lines and the corresponding coating cutting capacity will be provided, and from the third stage to the third quarter of 2025, four base membrane lines and the corresponding coating cutting capacity will be provided. after the completion of the third phase, the base membrane production capacity will exceed 700 million square meters, and the coating production capacity will exceed 420 million square meters. In the follow-up, the capacity allocation will be further optimized according to technological innovation and market demand.
Chen Xiufeng, chairman of Xingyuan material, said, "in the future, Europe will become the world's most important electrification market for transport and energy storage solutions." In addition, the European Union has set a goal of completely replacing traditional cars with electric vehicles in the next 15 years. The market is vast and has great potential for further development. The establishment of Xingyuan material's production plant in Sweden is a key step in our global strategy. We believe that the close cooperation between Northvolt and Xingyuan will make Sweden one of the most important centers for the production of battery materials and components in the automotive and energy storage markets in Europe. In turn, this will have a far-reaching impact and contribute to the development of the new energy industry in Europe. "
Sweden Eskilstuna is located in the middle of the existing or planned European battery manufacturers throughout Europe, as well as its strategic location as a logistics hub, sustainable transport of raw materials and products through Eskilstuna intermodal terminals and railways, etc., in addition, it has a good industrial base and clean and low-cost energy, which provides the basis for Xingyuan material to achieve low carbon emissions in manufacturing.
Just last week, Xingyuan material announced that the company intends to sign a supply contract with Northvolt, agreeing that the company will supply lithium-ion battery diaphragms to Northvolt with a contract amount of no more than 3.34 billion yuan. It is reported that Northvolt is a lithium-ion battery company based in Stockholm, Sweden, and its main financiers include Goldman Sachs, European investment bank (EIB), Volkswagen Group and BMW. Northvolt is building the production of lithium-ion battery cells, systems and solutions, including a research, development and testing production facility in Vasteras, Sweden, as well as a super factory in Skelleftea, Sweden. Northvolt's lithium-ion battery products are mainly used in automotive, Electroweb storage, industrial machinery and portable tools and other fields.
On the 26th, Xingyuan material also announced another announcement on the purchase of equipment. The company intends to sign a "supply contract" with Sumida International Technology Trading Co., Ltd. (import agent) and Germany Bruckner Machinery Co., Ltd. (seller). Purchase from Bruckner Machinery Co., Ltd. the design, manufacture, supply and other services of 8 biaxially stretched microporous battery diaphragm production lines. Sumida International Technology Trading Co., Ltd., as an import agent, is mainly responsible for the import and payment of equipment, with a contract value of 105 million euros.
Dongxing Securities said that in 2020, Xingyuan material wet diaphragm production technology and technology made great progress, single-line production capacity increased greatly, the company actively expanded production, and planned to build 200 million square meters of wet diaphragm production line in China. 700 million square meters of base film production line and 420 million square meters coating production line were built in Europe. Production line equipment is more important for the diaphragm industry, the company's procurement of Bruckner equipment to help ensure the above capacity construction progress.
Northvolt is a local lithium-ion battery company based in Stockholm, Sweden. Its main financiers include Goldman Sachs, European investment bank (EIB), Volkswagen Group and BMW. Northvolt has won contracts worth more than $27 billion from BMW, Volkswagen and others, according to its website.
In addition, according to the Xingyuan material performance report, the company achieved revenue of 972 million yuan in 2020, an increase of 62.14% over the same period last year, a record high since the company went public, and realized a net profit of 119 million yuan belonging to shareholders of listed companies, a decrease of 12.74% over the same period last year. With the further release of the company's diaphragm capacity, the company expects the net profit attributable to shareholders of listed companies to be 60 million yuan to 65 million yuan in the first quarter of this year, an increase of 276.44% and 307.81% over the same period last year.
![[Baterai solid-state: produksi elektrolit sulfida 70 mt, Januari-Agustus]](https://imgqn.smm.cn/usercenter/Bwmed20251217171726.jpg)
![[SMM Analysis] Eropa Mencari Kemandirian Rantai Pasokan Litium, Namun Proyek-Proyeknya Menarik Investor Asia](https://imgqn.smm.cn/usercenter/nVnLo20251217171728.jpg)
