Since the beginning of this year, with the continuous improvement of the new energy vehicle market, under the "battery shortage", Yiwei Lithium Energy (300014), which has always been a conservative power battery strategy, has also begun to expand greatly.
On July 22, the meeting of Yiwei Lithium Energy Directors examined and passed the motion on the proposal for the subsidiary to sign the contract with the Management Committee of Jingmen High-tech Zone. Hubei Yiwei Power Co., Ltd. (hereinafter referred to as "Yiwei Power"), a subsidiary of Yiwei Lithium Energy, intends to sign a "contract" with the Management Committee of Jingmen High-tech Zone. We have respectively invested in the construction of 3GWh cylindrical lithium iron phosphate battery production line and auxiliary facilities project, 0.7GWh cylindrical lithium phosphate battery production line and auxiliary facilities project, 3GWh square lithium phosphate battery production line and auxiliary facilities project, 4GWh ternary square lithium ion battery production line and auxiliary facilities project and 1.5GWhternary square lithium ion battery production line and process testing institute project in Jingmen High-tech Zone. The total investment in fixed assets of the investment project is about 2.45 billion yuan.
Specifically, the total fixed asset investment of 3GWh cylindrical lithium iron phosphate battery production line and auxiliary facilities project and 0.7GWh cylindrical ternary lithium battery production line and auxiliary facilities project is about 500 million yuan (including VAT). After completion, it is expected to form cylindrical lithium iron phosphate lithium ion battery in 3GWh/ year and cylindrical ternary lithium ion battery production capacity in 0.7GWh/ year. Among them, the total fixed asset investment of 3GWh cylindrical lithium iron phosphate battery production line and auxiliary facilities project is about 420 million yuan, and the total fixed asset investment of 0.7GWh cylindrical ternary lithium battery production line and auxiliary facilities project is about 80 million yuan.
The total investment in fixed assets of 3GWh square lithium iron phosphate battery production line and auxiliary facilities is about 550 million yuan (including VAT). After completion and reaching production, it is expected to form the capacity of square lithium iron phosphate lithium ion battery in 3GWh/ year.
The total fixed asset investment of 4GWh ternary square lithium-ion battery production line and auxiliary facilities project is about 800 million yuan (including value-added tax). After reaching production, it is expected to form a ternary square lithium-ion battery production capacity of 4GWh/ year.
The total investment in fixed assets of 1.5GWh Ternary Square Lithium Ion Battery production Line and process Test Institute is about 600 million yuan (including value-added tax). After completion and reaching production, it is expected to form the capacity of ternary square lithium-ion battery in 1.5GWh/ year.
Yiwei LiNeng said that this investment will help both sides to give full play to their respective resources and advantages, expand the production capacity of power storage batteries, optimize the company's industrial structure, and further promote the development of the company in the lithium-ion power battery market. Enhance the company's influence and comprehensive competitiveness in the new energy industry.
Battery Network noted that just last month (the evening of June 10), Yiwei Lithium Energy just issued a number of investment and production expansion announcements: plans to invest in Jingmen to build an annual 82.5GWh lithium-ion power storage battery capacity of the new project; proposed to set up a new joint venture with Lin Yang Energy, the joint venture company to invest no more than 3 billion yuan to build an annual 10GWh energy storage battery project; It is proposed to increase the capital to Jingmen Chuangeng by no more than 610 million yuan for the implementation of the "high-performance lithium-ion cylindrical battery industrialization project".
Behind the large-scale expansion of Yiwei lithium is the strong support of the order.
On the evening of July 13th, Yiwei LiNeng announced that the company recently received a notice from Dongfeng Liuzhou Automobile Co., Ltd. on the selection of battery pack suppliers for the M6PHEV project to supply them with power battery assembly products. The assembly product adopts square ternary battery.
Open source securities said in the research report that Yiwei lithium soft pack battery downstream customers Daimler, Hyundai and Xiaopeng order demand is strong; square ternary battery BMW and Jaguar Land Rover 48V project fixed point; iron lithium battery capacity is expected to increase, jointly promote the high growth of power energy storage business in 2021. At the same time, in the field of consumer batteries, Yiwei lithium ternary cylindrical batteries have entered the TTI supply chain and domestic substitutions are in short supply. with the steady growth of TWS batteries in the industry, the demand for new applications downstream of lithium primary batteries continues to expand, helping consumer batteries to have a stable position.
Soochow Securities said that Yiwei Lithium began to expand production in an all-round way this year, with shipments exceeding 13GWhh this year, an increase of 160% compared with the same period last year, and revenue of more than 10 billion yuan. The increase of iron and lithium is significant in 2022 and will be a square ternary battery in 2023. Future shipments are expected to continue to double and enter the first camp in an all-round way.
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