On May 31st, Camel (601311) communicated with investors on the development of the company's main business, overseas market layout, lead-acid battery recycling industry, new energy industry planning and other aspects.
It is reported that Camel has been around the automotive battery and recycled lead business layout of the domestic and overseas two major markets, and constantly improve the "green lead-acid battery recycling industry chain" and "new energy lithium battery recycling industry chain". The company's products have a total of more than 400 varieties and specifications, which are widely used in automobiles, agricultural vehicles, ships, forklifts, golf carts, electric vehicles, industry and various special uses. among them, the production capacity, sales volume and market share of automotive lead-acid batteries rank first in the country for many years in a row.
In view of the main business development of the company, Camel shares said that the company adheres to the "dual cycle strategy"-lead-acid battery cycle and new energy lithium battery cycle, with the support of "integration of purchase and marketing" to reshape the supply chain system and improve the cost structure. improve the industrial layout, complete the great-leap-forward growth of business. At present, the company mainly uses the "lead acid plus lithium electricity", "products plus services", "production plus recovery", "offline plus online" and "domestic plus foreign"five plus" mode to strengthen operation and development:
1. Lead acid plus lithium electricity. New energy lithium battery is the future direction, lead-acid cycle is the company's competitive advantage, but also an important profit guarantee. According to the change of policy, from the initial promotion of BEV, to the recent promotion of energy-efficient vehicles, the company timely launched AGM start and stop, 12V, 24V, 48V lithium battery products to meet different market needs.
two。 Products and services. The development of the company is determined by product quality and users' experience of products and services.
3. Production plus recycling. Lead-acid battery production and recycling basically achieve seamless recycling, lithium battery recycling, the company will increase independent research and development and production line construction work.
4. Offline and online. The company has the offline channel advantages of more than 2,000 dealers and 40,000 terminals, and will achieve double value through the integration of purchase and sales; at the same time, vigorously develop e-commerce platform online retail business to achieve "online orders, offline delivery" service-oriented sales model.
5. At home and abroad. The company has achieved the comprehensive coverage of the domestic mainstream vehicle enterprises; the international market has a huge amount, the company is technologically leading, and has a competitive advantage.
In the field of lead-acid batteries, Camel has been firmly optimistic about the development and future of automotive lead-acid batteries. According to the 2020 annual report, Camel's lead-acid start-up battery market share has now reached 48%. In Volkswagen, Ford, Honda, Changan, Geely and other mainstream mainframe factories to maintain the main supply position. Among them, the sales of start-up and stop batteries and parking air-conditioning batteries continued to increase, and the coverage and market share of auxiliary batteries of new energy vehicles increased rapidly.
Camel said that at present, the company is the only enterprise with a national layout in the field of automotive battery manufacturing and recycling, and ranks first in China in terms of production capacity, sales volume and market share in the field of automotive lead-acid batteries. The existing domestic lead-acid battery production capacity is 32 million KVAH/ years, and the recycling capacity of waste lead-acid batteries is 860000 tons per year. The existing lead-acid battery production capacity abroad is 2 million KVAH/ years, and plans to continue to optimize the capacity layout at home and abroad to enhance the leading advantage. At present, the company has set up a car battery production base in Malaysia to support the local main engine factory; overseas aftermarket business radiates high-growth regions such as Asia-Pacific, North America, the Middle East and Africa, followed by plans to set up factories in North America, Central Asia and Europe, expanding overseas layout will help to reduce non-productive operating costs and improve product competitiveness and profitability.
In addition, in terms of lead recovery business, Camel has adopted internationally advanced green, environmentally friendly and efficient production technology and equipment, and has built a green treatment and comprehensive recycling production line for waste lead-acid batteries with large scale, advanced technology, high degree of automation and strict environmental protection. The comprehensive energy consumption and various emission indicators are far lower than the national standard emissions. At present, the company's total annual treatment capacity of waste lead-acid batteries has reached 860000 tons, with a planned treatment capacity of more than 1 million tons. The company also actively participates in the pilot work of the national waste battery recycling pilot provinces to further implement the extended producer responsibility system and build a green recycling industry chain.
The main advantage of lead-acid battery recycling industry is that the production capacity of production and recovery can be guaranteed and fully utilized. In addition, due to the common channels of sales and recovery, procurement and sales costs can be greatly reduced and operating efficiency can be improved. And recycling is close to the location of the battery factory, reducing logistics costs.
In the field of new energy lithium battery, Camel Co., Ltd. strives to build core competitiveness in subdivided areas based on the comprehensive characteristics of the new energy market. The company will ensure that 48V lithium products reach domestic technological leadership, strive to achieve breakthroughs in overseas markets, take 12V lithium products as the strategic focus, rapidly increase global market share, complete the strategic clamping of 24V lithium products, strengthen 24V parking air conditioning batteries, form strategic cooperation with mainframe factories to develop HEV products, strengthen BMS core competitiveness and establish advanced product platform and supply chain system. Complete the industrial chain layout of "integration of purchase and marketing" of lithium power, build a cascade utilization and recycling plant of waste lithium batteries, and vigorously develop the cause of energy storage.
According to Battery Network, Camel has built a pilot line for lithium battery recovery, independently developed disassembly technology, crushing and separation technology, extraction technology, synthesis and sintering technology, etc., and successfully developed ternary precursor products of NCM523, NCM622 and NCM811, as well as lithium elevator secondary utilization equipment and environmental protection treatment equipment, which laid the foundation for subsequent batch lithium power recovery.
In addition, through the development of energy storage system, the company has completed the testing, installation and application promotion of lithium electric container fixed energy storage project. At the same time, the company also invested in Wuhan Zhongji hydrogen Energy Industry Innovation Center Co., Ltd., combined with its advantages in the incubation of hydrogen energy industry projects, actively participated in hydrogen fuel cell systems, hydrogen fuel cell key components and other fields.
![Análisis de la producción de sulfuro de litio de grado batería en agosto: ¿Habrá un repunte en el cuarto trimestre? [Análisis de SMM]](https://imgqn.smm.cn/usercenter/mpqgn20251217171727.jpg)
