Since the second half of 2020, China's new energy vehicle market has continued to develop at a high speed; at the same time, thanks to the acceleration of European car electrification and the faster-than-expected growth of its new energy vehicle market, it has led to a sharp jump in global lithium battery shipments. Some institutions predict that the global lithium electricity industry will enter the TWh era by 2025. In the coming TWh era, domestic power battery enterprises seize the important opportunity period of industry development. Head power battery enterprises represented by Ningde era, AVIC Lithium Power, Yiwei Lithium Energy and Honeycomb Energy have entered the peak stage of production expansion. At the same time, the lithium equipment industry has also ushered in an unprecedented development opportunity.
On June 10, Yiwei Lithium Energy announced that it had signed a "Strategic Investment Agreement" with the Management Committee of Jingmen High-tech Industrial Development Zone and planned to invest in the construction of a new energy-powered energy storage battery industrial park with an annual output of 104.5GWh. According to the current situation in China, it is rare for a single base to build a power storage battery project with a scale of more than 100 GWH, and the above investment project is only one of many plans for Yiwei Lithium Energy.
It is reported that in order to support the construction of the project, it recently signed a procurement agreement with Yinghe Technology for cylindrical winding machines worth nearly 200 million yuan, of which 18650 cylindrical winding machine order is the largest order for cylindrical winding machine in the power battery market this year. What kind of "charm" does Yinghe Technology have, so that Yiwei has repeatedly chosen to win and cooperate as its "comrade-in-arms" in its large-scale expedition to the new energy vehicle and energy storage market?
The "cool techs" of the industry has become the killer mace of Yonghe Technology.
The reason why the cylindrical winding equipment of Yinghe Technology was selected again by Yiwei Lithium is that the winding machine launched by Yakang brand of Yonghe Technology, under decades of R & D investment, with its high precision, high efficiency and high stability, it has become the industry benchmark in the field of film production and winding, leading the development of battery winding technology in China. Among them, the world's highest efficiency cylindrical winding machine, which was developed by Yonghe Technology in only 8 months in 2020, is designated as a special model by a power battery leader in South Korea because of its high efficiency and stable process.
The excellent industry "cool techs" is the "killer mace" for win-win Technology and Lithium head customers to establish close cooperation frequently. On June 2, Yinghe Technology announced the bid-winning notice that it signed a super-large order of 1.7 billion yuan for lithium battery production equipment with Ningde Times. Moreover, Yinghe Technology has successively signed lithium equipment orders with domestic and foreign customers such as BYD, LG New Energy, ATL, Guanyu, AVIC Lithium, Honeycomb and so on. by the end of May 2021, the company's new lithium equipment orders have exceeded 4 billion yuan.
According to the Soochow Securities Research report, according to the current planned production capacity of the world's leading power battery manufacturers, the corresponding new equipment investment is expected to total about 300 billion yuan in the next four years. In order to stabilize the high-speed train for the development of the lithium power industry, for the leading lithium power equipment enterprises, it is necessary to have the ability to help battery enterprises step onto the accelerated track, in which the "delivery force" of lithium power equipment will become the core competitiveness of enterprises.
Cooperate with the rhythm to upgrade in an all-round way and do a good job in lithium battery delivery.
Yinghe Technology has always been favored by the head camp battery companies and deeply bound to cooperate, not only because it actively embraces "extreme manufacturing" and helps customers achieve "ultimate pursuit", but also closely related to its series of guaranteed delivery plans. Yinghe Technology adopts a multi-pronged approach from the aspects of R & D investment, capacity expansion, supply chain and management upgrading to keep up with the speed of industrial development and cooperate with the pace of customer development to do a good job in the outbreak of delivery war in the lithium power industry.
1. In terms of R & D investment, Yinghe Technology has always implemented the strategy of "innovation-driven development". Its annual R & D investment accounts for about 6% of that year's income, and has now built a relatively complete R & D system for technological innovation. Yinghe Technology has made great efforts to invest in technological innovation to respond to the new requirements and challenges brought about by the renewal and iteration of battery technology and the process innovation of lithium battery equipment with positive and efficient response speed. The new equipment launched by Yinghe in recent years has continuously set a benchmark for the industry. at CIBF2021, it exhibited a variety of high-end stand-alone devices covering power, energy storage, 3C, Bluetooth and other fields, including the latest products of coating roller points, 20PPM square Bluetooth film rewinding integrated machine, 20PPM square digital film winding integrated machine, square power laser winding integrated machine, 0.15S/P three-station cutting and stacking integrated machine, high-speed tunnel second sealing machine, Once again lead the new trend of technology in the industry.
2. In terms of capacity expansion, the Dongjiang Industrial Park under construction by Yinghe Technology has a construction area of about 400000 square meters, which is more than twice the size of its Huizhou Digital Park base. It is expected to be put into use by the end of 2021 and its production capacity can be increased by 6 billion at full production.
3. In terms of supply chain management, Yinghe Technology in 2021 will raise supply chain management to the company's strategic level, establish long-term strategic cooperation with high-quality, large-scale and on-time delivery suppliers, build a diversified supply system, and cultivate a number of excellent suppliers. Synchronize accelerates the digitization of the supply chain, reduces costs and increases efficiency for customers, ensures timely delivery of materials, and shortens the delivery time of customer equipment.
4. In terms of operation and management, the expert team of Yinghe Technology introduction in 2021 will help it activate the vitality of the organization, at the same time promote the internal digital management system, optimize the customer-centered operation system, and improve the linkage efficiency of research, production, supply and sale. add momentum to the timely, quality and delivery of the project.
5. In terms of talent construction, at the beginning of 2021, the number of R & D engineers of Yinghe Technology has exceeded 1000 and continues to expand, continuously increasing the construction of senior R & D engineers, project management, procurement management and other talents. In addition, win and hire talents with management experience in automobile companies, deepen lean management reform, optimize management processes, and further improve production efficiency.
Contribute to win-win efforts to achieve the goal of carbon peak and carbon neutralization
As for the future customer strategy and planning, Ms. Xu Yi, president of Yinghe Technology, said in an exclusive interview a few days ago: first, adhere to the spirit of being refined and strong, adhering to the spirit of serving customers and helping customers solve problems. Second, we must cooperate deeply with customers, and the ultimate manufacturing pursuit is of great significance to the development of the industry. In the face of the advent of the 100 GWH era, I believe that in the case of research and development, equipment, production capacity and other multi-dimensional upgrading, as the leading lithium equipment enterprises, winning technology will also usher in a period of rapid development opportunities.
In March this year, the Ninth meeting of the Central Financial and Economic Committee stressed that China strives to achieve "carbon peak" by 2030 and "carbon neutralization" by 2060, and the development of new energy industry is directly related to the realization of the goal of "carbon neutralization". In the face of the great development of the new energy industry, Yinghe Technology, as a leader in the equipment field of the lithium electricity industry, will unswervingly play its role as a benchmark in the industry, constantly increase investment in research and development, and promote collaborative innovation in the process of the industrial chain. to promote the development of new energy vehicles and to contribute to the realization of China's carbon peak and carbon neutralization goals!
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