Great times, go to great undertakings together. In the field of power batteries, companies that start with C seem to be very strong, with CATL dominating the world and CALB creating a legend.
In recent years, the rapid rise of AVIC Lithium (CALB) at a rocket-like speed has created a stunning "AVIC Lithium Speed" in the industry: the installed capacity has climbed rapidly from No. 9 in the domestic market in 2018 to No. 6 in 2019 and to No. 4 in 2020, when the installed capacity has exceeded 3.6GWh.
Entering 2021, the installed capacity of lithium battery in AVIC has soared all the way. In the first quarter alone, the global installed capacity has reached 1.4GWhh, ranking seventh in the world, with an increase of more than 970% compared with the same period last year. The growth rate is one of the highest in the global TOP10. From the perspective of the domestic market, in April this year, AVIC lithium battery installed has surpassed LG to rank third, and its market share has reached 9.3%, second only to the "power duo" Ningde era and BYD.
In terms of ternary batteries alone, AVIC Lithium Electric ranks even more domineering and leaking. According to the data of January and February this year, AVIC Lithium Battery has continuously surpassed BYD in installed capacity, ranking the second place in China. The installed capacity of ternary pure electricity is the fourth in the world, and the installed capacity of ternary square pure electricity is the third in the world. There is no doubt that AVIC Lithium has gradually grown into a global head battery company and is now striding towards a more "great" goal.
Seize the day to expand production capacity
"We have achieved differentiation leadership in 2020, and we want to achieve overall leadership in the future!" At the AVIC Lithium Global Partnership Conference held in Wuhan on June 1, Chairman Liu Jingyu set new development goals for the company. In terms of battery capacity, 300GWh ambition planning is put forward for the first time. In the view of the man at the helm with the temperament of a spiritual mentor, "if you don't go up in scale, how can you take the lead?"
Ten thousand years is too long to seize the day. Since the beginning of this year, what we have obviously felt is that AVIC Lithium seems to have been signing, expanding production, signing and expanding production, day and night, non-stop.
On May 31st, AVIC Lithium Power and Wuhan Economic Development Zone signed an agreement to build a new 20GWh base in Wuhan. The project took only two months from negotiation to signing, creating an amazing "AVIC lithium battery speed". Two days before this, CNAC Lithium Power successfully signed a contract with Chengdu Economic Development Zone on May 29th, spending 28 billion yuan to plan and build the Chengdu base of 50GWh. On May 9, AVIC Lithium Power signed an agreement with Xiamen Torch High-tech Industrial Development Zone, and the two sides reached cooperation on the new 30GWh power battery expansion project.
So far, AVIC Lithium has laid out five major battery bases in Luoyang, Henan, Changzhou, Jiangsu, Xiamen, Fujian, Chengdu, Sichuan and Wuhan, Hubei. At the same time, it has actively carried out overseas industrial layout. In 2021, the company has mass-produced, under construction and start-up battery capacity of more than 100GWH, 2022 planned capacity of 200GWH, 2025 company planning power battery capacity will exceed 300GWh.
Build the power of hard core products
To achieve overall leadership, in addition to large-scale production capacity, building hard core product power is also a top priority. In 2020, AVIC Lithium has achieved the leading differentiation of technological products through innovation: VDA standard products have the highest capacity, the first in the world, and take the lead in mass production of 5-series high-voltage products in the industry. It is the only company in the world with mass production experience of 5-series MEB specifications.
According to Pan Fangfang, deputy general manager of AVIC Lithium, AVIC Lithium will develop an energy density 280-300Wh/kg cell and a 225-240Wh/kg battery system in 2021 to achieve 800-1000km vehicle mileage. In the future, it will take 350Wh/kg as the next generation goal, and it is expected to achieve mass production in no more than three years, integrating various advanced technologies, including solid-state batteries.
In terms of safety, AVIC Lithium is committed to achieving the essential safety of the battery. This year, all assembled battery products will achieve system-level safety, so that users can truly achieve safety and worry-free. In terms of life span, the complete mileage of one million kilometers can be guaranteed without worry.
Pan Fangfang said that AVIC Lithium will launch a new generation of products in the second half of this year, named One-Stop Bettery, a comprehensive electric product for the future. In R & D, AVIC Lithium Power will continue to deepen open cooperation, invest more than 10 billion yuan to build a global R & D network, achieve from differentiation leading to comprehensive technology leading, "continue to turn high-end into standard."
Cooperation and globalization are also key words throughout the partner conference. Under the guidance of the concept of "global resources introduction, empowering AVIC Lithium", AVIC Lithium will adhere to "Sunshine Purchasing" and desktop trading. According to Geng Yanan, deputy general manager of AVIC Lithium Power, in the next five years, AVIC Lithium Power will issue equipment purchase orders of more than 40 billion yuan and materials purchase orders of more than 200 billion yuan from global supply partners.
Create win-win results together and achieve greatness
The great era of electrification, walking with like-minded people. In terms of supply customers, the deep strategic cooperation between AVIC Lithium and Guangzhou Automobile can be called a story in the industry. The 100th GAC Ean Aion S was officially launched on May 6, just two years after the launch of the model, of which 75000 were powered by AVIC lithium batteries, accounting for 75 per cent. Prior to this in March, AVIC Lithium Power had just won the highest award of "Outstanding supplier of New Energy" at the second supply chain partner Conference of Guangzhou Automobile Eian 2021.
It is understood that the penetration rate of AVIC Lithium in Guangzhou Automobile Ean has reached 70% in 2020, and has exceeded 90% since January this year. It has won the position of the largest battery supplier of the main Ean model, which shows AVIC Lithium's unusual technical strength, product strength and supplier management ability.
In the field of passenger cars, another golden partner of AVIC Lithium is Changan Automobile. The penetration rate of AVIC lithium battery in Changan was as high as 90% in 2020, and nearly 100% in the second half of last year. It is equipped with Changan Escape EV-460, Mercedes-Benz E-star, Escape ET, CS15E-Pro and other models. In 2020, AVIC Lithium won the Changan Automobile Annual New Energy contribution Award, which is the third consecutive year that AVIC Lithium has won the honor of Changan Automobile.
In addition to supplying GAC MOTOR and Changan cars, AVIC Lithium's main customers include Guangzhou Auto Toyota, Jinkang, Geely, Dongfeng well-off and so on. At the same time, AVIC Lithium has successfully matched the electric best-selling Wuling Hongguang MINI EV, and supplied some of its best-selling models alone; it has passed the mass production point of Smart and has begun to supply GAC Honda in bulk. In addition, AVIC Lithium Power is also in-depth docking with FAW, BAIC, SAIC, Volkswagen, Daimler and other domestic and foreign mainstream car companies, laying a solid foundation for further expanding market share in the future.
In the deep tide of new energy vehicles, AVIC Lithium is committed to becoming the world's leading power battery manufacturer, the most trusted partner of the world's outstanding enterprises, and actively building a win-win industry ecology of the whole power battery industry chain. In the future, AVIC Lithium Power will continue to join hands with partners, continue to innovate for the benefit of mankind, create win-win results and achieve great results.
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