[SMM dry] A list of the planned production capacity of the global lithium battery industry in 2019

SMM2, 13 March: in recent years, China's new energy vehicle and power battery industry has developed rapidly. According to relevant data, the cumulative output of power batteries in China reached 70.6 GWhin 2018, the sales volume reached 62.3GWh, and the total installed volume was 56.9 GWh. It was up 56.3% from a year earlier. In the face of the rapid expansion of production, the competition among the major battery manufacturers has become increasingly fierce, not only China, Japan and South Korea, but also Europe, the United States and Southeast Asia have joined the war without gunpowder smoke. In order to better understand the new trends in investment in the global lithium battery industry, SMM collated the investment news for lithium batteries this year, and updated it from time to time.

Panasonic plans to increase production capacity in China and add two power battery production lines:

According to foreign media reports at the end of 2018, Panasonic plans to spend "hundreds of millions of dollars" to deploy two new production lines at battery factories in China. In response to the growing demand for power batteries, Panasonic is planning to nearly double the capacity of its power batteries at its factories in China. At the end of 2015, Panasonic invested 2.7 billion yuan to build the first power battery factory in China. The plant, which has a capacity of close to 5GWhand can meet the demand for 200000 electric vehicles, is expected to increase capacity by 80 per cent with the addition of two new production lines. On March 13 this year, Panasonic Dalian factory officially produced and supplied goods. In addition, Panasonic has two other power battery plants in China, both in Jiangsu Province: the Suzhou plant, which produces power batteries for Tesla, was officially put into production in 2017 and will reach 35GWh capacity this year and next. Another plant, located in Wuxi, officially began construction at the end of September and is expected to start production in September 2019. At that time, the plant will achieve 30Gh's annual production capacity, output value of about 100 billion yuan.

LG Chemical has invested 7.2 billion in China to build a new battery factory:

In early January, LG Chemical announced plans to invest another 1.2 trillion won (7.2 billion yuan) by 2020 to build a power battery factory and a small battery factory in the Xingang Development Zone in Nanjing, China. The two factories each invested 600 billion won, and the relevant investment contract was signed in Nanjing on January 9. LG Chemical said the main purpose of the investment in China is to cope with the growing demand for batteries brought about by new energy vehicles and electronic products.

Samsung plans to invest and build a power battery and MLCC project in Tianjin, with a layout for 2020:

According to news in December last year, Tianjin and Samsung China revealed that Samsung plans to adjust some of its product structure in Tianjin and invest in new projects such as the construction of power battery production lines and vehicle MLCC plants (multi-layer ceramic capacitors), with an additional investment of US $2.4 billion. Earlier, some industry insiders said Samsung was targeting the market after the withdrawal of China's new energy vehicle subsidies in 2020. Samsung SDI also made it clear in its results for the first quarter of this year: "We will prepare for the end of [China's] new energy vehicle subsidy policy by 2020." In addition, Samsung Motor Co., Ltd. invested in the construction of automotive MLCC plant in Teda. The project is expected to be completed by the end of next year and put into production by 2020. After completion, Tianjin will become one of the major overseas MLCC production bases of Samsung Motor.

Ningde Times has worked with Honda to develop pure electric vehicle batteries, which will build a base in Shimu County in the first half of the year:

(CATL), the world's largest vehicle battery company, announced on February 5 that it will work with Honda to develop lithium-ion batteries for pure electric vehicles such as (EV). Ningde Times will supply batteries to future Honda's pure electric vehicles and plug-in hybrid (PHV). Ningde era supplies batteries to the world's largest automotive companies such as BMW and Volkswagen in Germany. In the future, we will strengthen trade with Japanese enterprises, including Honda, and open up the world market. Ningde Times and Honda reached an agreement on the 4th. Ningde Times will supply Honda with 56 gigawatt hours of (GWh) batteries under a long-term contract up to 2027. In order to cooperate with Honda's research and development, Ningde era will build a base in Yimu County in the first half of 2019.

Geely cooperates Qianjiang motorcycle to develop power lithium battery project:

On January 28, Qianjiang Motorcycle issued the announcement on the related transactions of the holding Company entrusted with the Development of Power Lithium batteries and Systems, which stated that Taizhou Qianjiang New Energy Research Institute Co., Ltd. ("Qianjiang New Energy Company"), the holding company of Qianjiang Motorcycle, has signed a "Technology Development (entrustment) contract" with Jingzhou Geely Automobile Research and Development Co., Ltd. ("Jingzhou Geely Company"). Jingzhou Geely intends to make Qianjiang New Energy Company its battery supplier and entrust the power lithium battery development project to Qianjiang New Energy Company, with a contract price of 28.9212 million yuan (including tax). The projects covered in the technology contract include soft package ternary 50Ah lithium battery, soft package ternary 37Ah lithium battery, soft package ternary 47Ah lithium battery, 48V start and stop lithium battery and above lithium battery system development.

Xingyuan material will supply more than 40 million flat lithium battery diaphragm products to Foon Technology in 2019:

On January 28, the latest announcement of Xingyuan material shows that the company has signed a cooperation agreement with Fu Neng Technology (Ganzhou) Co., Ltd. ("Fu Neng Technology"). The agreement determines the specific elements such as the purchase plan and unit price of lithium battery diaphragm products in 2019. According to the contract, the two sides agreed that the guaranteed supply demand for lithium battery diaphragm products in 2019 is not less than 40 million square meters. Due to the influence of market, customer demand, national policy and other factors, the total amount of annual procurement is allowed to be adjusted by less than 20%. Xingyuan material said that if the agreement is fully implemented, the contract amount is expected to be about 102 million yuan, which is expected to have a positive impact on the company's operating results in 2019. This cooperation will provide a good basis for more comprehensive and in-depth cooperation between the company and Vernon Technology.

Weifeng 2 billion will build a power battery line, which will be put into production in August 2019:

In mid-January, Shenzhen Weifeng New Energy Co., Ltd. and Hubei Enshi Municipal Government formally signed an investment agreement on power battery production projects. The total investment of the project is about 2 billion yuan and is scheduled to go into production in August 2019. Project planning: by the end of August 2019, four power battery production lines will be completed. In 2020, two new power battery cell production lines and solid state cell production lines will be built. In 2021, four new power battery production lines and two power battery cell production lines were built. It is estimated that the project will form a complete industrial chain system in 2022, with an annual income of more than 4 billion yuan. At the same time, Weifeng new energy will be put into production in 2020, in China is the first to open solid-state core production enterprises.

Fujian Longyan Gao GE micro buckle to build 400 million micro lithium battery project:

According to the news in mid-January, the micro lithium battery project put into construction by Longyan Gog Micro buckle Technology Co., Ltd. ("Longyan Gao GE Micro buckle") has been settled in Fujian Liancheng Industrial Park and started construction, with a total investment of 400 million yuan. The project is divided into the second phase of the construction of the power station, the first phase of investment of 200 million yuan to build an annual production of 30 million buckle batteries, scheduled to be completed at the beginning of this year trial production; the second phase of investment of 200 million yuan, the construction of an annual output of 30 million needle batteries production project. After the second phase of the project has been completed and put into production, the annual output value is expected to reach 500 million yuan.

Europe and America

Blackstone of Switzerland plans to invest 200 million euros to build a large power battery factory in Europe:

On January 14, Blackstone Resources AG ("Blackstone" of Switzerland announced that it would invest 200 million euros (about 1.541 billion yuan) to build a large power battery factory in Elford (Erfurt) in the German state of Thuringia. It is reported that the battery factory is wholly owned by Blackstone, and the construction of the factory will also be undertaken by Blackstone. Blackstone hopes that the follow-up development will be supported by the EU Research and Development Fund and German governments at all levels. Blackstone said the aim of the large power battery plant, which was invested in Germany, was to make batteries for the next generation of electric vehicles. According to Blackstone, according to the plan, after the completion of the first phase of the project, the plant will be able to produce 100m cells a year to meet the needs of 2.5-100000 new energy electric vehicles, and the capacity expansion in the subsequent stages will be adjusted according to market demand.

Volkswagen has set up a power battery production department to adapt to the large-scale mass production of electric vehicles:

In late January, Volkswagen said it would set up a division to produce power batteries for electric vehicles. The company is preparing to produce electric vehicles on a large scale and overhauls the spare parts division that currently produces engines, gearboxes and steering parts. Volkswagen plans to invest 870 million euros ($985.45 million) in electric car parts by 2020. The new battery division will be responsible for the manufacture of batteries and battery packs and oversee the recycling of old batteries. Volkswagen plans to invest more than 11 billion euros ($12.5 billion) in electrification, digitization, autopilot and mobile travel services by 2023, of which 9 billion euros will be used for the electrification of models. Volkswagen currently has two all-electric vehicles. By 2025, that number will increase to about 20, with production planned to exceed 1 million vehicles. In China, the core market of the Volkswagen brand, Volkswagen is building two electric car factories in Anting and Foshan, which are expected to go into production in 2020.

Mercedes-Benz Poland has set up a battery factory with a planned investment of more than 1 billion euros:

On January 22, the reporter learned from Mercedes-Benz officials that Mercedes-Benz will set up a battery factory in (Jawor), Yavor, Poland, thereby expanding the global battery production network to nine. Mercedes-Benz plans to invest more than 1 billion euros ($1.2 billion) to build a global battery production network, including plants in China, Germany and the United States. At present, Mercedes-Benz's global battery production network has been formed, including No. 1 and No. 2 battery plants in Carmenz, Germany (the latter will be completed in 2018), Tulkheim Battery Factory in Germany, and Beijing Battery Factory. Tuscaloosa battery factory in the United States and Thailand battery factory and so on. These factories can prepare and export battery packs as needed. Mercedes-Benz plans to launch more than 50 electric vehicles by 2022, at least one for each of its models. The first electric model will be the pure electric EQC produced by the Bremen factory in Germany and the BBAC factory in Beijing in 2019.

South Korean battery maker SK Innovation, plans to invest an additional $5 billion in the United States:

According to foreign media reports, South Korean battery manufacturer SK Innovation has previously announced an important investment plan for U. S. factories. But the company is now considering additional investment, a move aimed at making it more competitive to compete with Tesla's Gigafactory 1 superfactory in Nevada. At present, SK Innovation is considering expanding its investment in a more high-profile way, and its goal may be to be on an equal footing with Tesla and Panasonic. "the chief executive of SK Innovation said on Friday that, SK Innovation was considering reinvesting up to $5 billion in its production operations in the United States," Automotive News reported. "

Southeast Asia and India

India plans to build its first lithium-ion battery superfactory:

On January 23, the Economic Times of India reported on January 23 that India plans to build the country's first gigawatt-hour lithium-ion battery plant for electric vehicles. The project will be part of the made in India initiative to improve domestic production of important components of electric vehicles. Recently, the Indian LIBCOIN consortium, Magnus Energy Technology Co., Ltd., Bharat heavy Electrical Appliances Co., Ltd., and the Indian government, heavy industry and public enterprises have reached an agreement to build India's first lithium-ion battery superplant. Rajan Dugar (Rajan Duggal), chairman of the LIBCOIN consortium, commented: "We plan to become the largest manufacturer of lithium-ion batteries in India and a pioneer in the market. The profits generated by the project in the Indian auto industry are undoubtedly exciting. " The capacity of the battery plant will be increased from the initial 1 gigawatt-hour to the final 30 gigawatt-hour. The start-up date and other details have not yet been released and the company is discussing it.

Aoyama has invested $3 billion in building stainless steel and electric car battery plants in India:

On January 18, Xiang Guangda, chairman of Aoyama Industries, announced at the 2019 Mahatma summit in Gujarat that he would invest $3 billion in Dholera (Toleira) to build a stainless steel and electric car battery plant. It is reported that the investment will be made jointly by (ChromeniSteel), a joint venture of Aoyama Industrial India, Kromeini Iron and Steel Co., Ltd. Kromeini Steel Pte Ltd is currently involved in the establishment of a large stainless steel complex in Mondra, Kuchi District. The project began after a memorandum of understanding was signed during the 2017 summit in Gujarat. The Kromeini Steel Private Co., Ltd. project is a major leap forward in realizing the "made in India" dream of Indian Prime Minister Moody's. Within one year of signing the MOU, Castle Peak began the first phase of the project, which is expected to be completed within a record 14 months.

Indonesia wants to build a lithium battery center that aims to make up 20% of domestically produced vehicles by 2025:

On January 29, the Deputy Minister of Industry of Indonesia said that Indonesia's new electric vehicle policy was about to be finalized and that the future government would provide financial incentives to foreign carmakers. In addition, the Indonesian government plans to provide battery manufacturers with tax relief policies and so on, in order to create the image of lithium battery center. "our goal is to have 20 per cent of all vehicles produced in Indonesia by 2025," said Harjanto, deputy minister of industry of Indonesia. " He also mentioned that he had held discussions with carmakers in Japan and South Korea. The $4 billion (26.8 billion yuan) lithium battery project currently being built on Sulawesi is expected to be completed within the next 16 months, Harjanto said.

Malaysia will carry out research and mass production of 18650 cylindrical batteries:

Malaysia plans to mass produce 18650 cylindrical batteries for electric vehicles and fixtures, according to news in late January. The study will be carried out by (MARii), the Malaysian Institute of Automotive Robotics and the Internet of things, in partnership with an unnamed local company. Malaysia is currently conducting a three-month feasibility study on the project. After that, the local company will be responsible for producing the battery. According to the timetable, Malaysia hopes to start mass production of the 18650 cylindrical batteries by the end of this year. At present, according to the project leader, battery electrolyte suppliers are in place and battery anodes can be used directly, but battery cathode production is the real challenge. To this end, it may take several months to set up a battery cathode production line. At present, there is no such form of energy storage device in Malaysia, especially in rural areas where it is not yet connected to the power grid and is expensive to access, the lithium-ion battery-based energy storage system can operate effectively. In addition, the country can profit from the global boom in electric vehicles.

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