On August 6th, Nebula (300648) issued an announcement on the signing of major contracts for day-to-day operations. Since January 1, 2021, the company has worked with Ningde Times New Energy Technology Co., Ltd., Jiangsu Times New Energy Technology Co., Ltd., time SAIC Power Battery Co., Ltd., time FAW Power Battery Co., Ltd., time Guangzhou Automobile Power Battery Co., Ltd., Contemporary Amperex Technology ThurnigiaGmbH, Sichuan Times New Energy Technology Co., Ltd., Fuding Times New Energy Technology Co., Ltd., Ningde Jiaocheng Times New Energy Technology Co., Ltd. (hereinafter referred to as "Ningde Times and its holding subsidiary") signed the purchase order.
In terms of contract amount, from January 1 to August 5, 2021, Xingyun shares signed daily operation contracts with Ningde Times and its holding subsidiaries totaling 424 million yuan, accounting for 73.98% of the company's audited main business income in 2020. Among them, from January 1 to May 11, 2021, the total amount of daily operation contracts signed reached 127 million yuan, and from May 12 to August 5, 2021, the company signed purchase orders with Ningde Times and its holding subsidiaries totaling 296 million yuan, accounting for 51.72% of the company's audited main business income in 2020.
In accordance with the terms of the purchase order, Xinyun provides Ningde Times and its holding subsidiaries with, but not limited to, test equipment, automation equipment, chemical sub-capacity equipment, automated production lines and maintenance, accessories and services.
According to Xinyun, the signing of the above contract, especially the signing of the formation and distribution equipment contract, is an effective breakthrough for the company in the strategic customer market of lithium battery equipment, which marks the gradual realization of production and scale of the company's formation and separation equipment. It is an important embodiment of the company's further deepening of the strategic layout driven by technology.
Battery Network noted that in terms of sales, from 2018 to 2020, the sales amount of Nebula shares to Ningde Times and its holding subsidiaries increased significantly from 20.9436 million yuan in 2018 to 228 million yuan in 2020, rising year by year.
With regard to the implementation of the contract from January 1 to August 5, 2021, Xingyun said that it will help the company to increase its business share among strategic partners and improve the company's profitability; it will help the company to take this opportunity to expand its market share into sub-volume products, further enhance the company's core competitiveness, and lay a solid foundation for the company's business development and the realization of strategic goals.
According to the analysis of the latest research report of AVIC Securities, Ningde era is the world leader in power lithium batteries, with a stable market share in the top two in the world. In 2025, the planned battery production capacity exceeds 550GWH, and it has released the development of sodium ion battery plus code energy storage. Implement the development strategy of "fixed fossil energy substitution with renewable energy and energy storage as the core, mobile fossil energy substitution with power battery as the core, and application scenario with electrification and intelligence as the core". By buying shares and setting up joint ventures, Star Cloud shares are deeply bound to Ningde era in terms of power and energy storage business, and lithium detection and energy storage business is expected to lay the foundation for the company's sustained and rapid development.
In order to build a more perfect test and verification platform for energy storage converters, the company invested in the construction of "1.5MWh energy storage system and MW level energy storage converter test and verification center" in order to build a more perfect test and verification platform for energy storage converters. In addition to the test of energy storage converter, the verification center can also realize the R & D, debugging, testing and certification preparation of high-power equipment such as AC output power 1MW, phase voltage 0-520V, current 1111A inverter, battery charge and discharge equipment, charging pile and so on.
In addition, according to the research and analysis of Guosheng Securities on August 6, the state has recently issued a number of energy storage support policies, among which the "guidance on accelerating the Development of New Energy Storage" proposes that by 2025, the new type of energy storage will change from the initial stage of commercialization to large-scale development, and the installed scale will exceed 30GW, releasing the demand for energy storage and installation. The launch of the notice on further improving the time-sharing electricity price mechanism is expected to widen the price gap between peak and valley, or improve the economy of energy storage, so as to stimulate the rapid development of energy storage demand on the side of users. In 2019, Nebula shares in the Ningde era set up the time Nebula, launched the integrated storage, charging and inspection power station business, and actively laid out the energy storage on the Electroweb side and the user side. Under the resonance of the policy and the market, it is expected to enter a period of rapid development.
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