AVIC Lithium Power's aggressive expansion of long-term production capacity is expected to maintain a high level of TWh equipment.

"Science and Technology Innovation Board Daily" reporter learned from AVIC Lithium Strategy Conference today that the company plans to produce more than 500GWH in 2025 and reach 1TWh in 2030.

According to data from China International Capital Corporation's report last week, AVIC's annual production capacity of lithium battery is about 275GWhWhWhin 2025-by contrast, AVIC's planned capacity today is more than 80 per cent higher than market expectations.

AVIC Lithium Power can be described as "radical" in the process of expanding production. On the 8th of this month, the CNAC Lithium Power Hefei project with a total investment of 24.8 billion yuan was landed with an estimated annual production capacity of 50GWh.In January this year, the fourth phase of its Jiangsu project was signed with an annual production capacity of 25GWh.This marks that the company's mass production, under construction and new production capacity in 2021 has broken through 100GWh.

It is worth mentioning that the company's supplier Ke Heng shares closed today. The latter's investor research report and last year's annual report showed that AVIC Lithium was one of its main customers.

The bidding amount of Q4 equipment for expanding production and increasing speed of lithium power plant may exceed expectations.

Since the beginning of this year, domestic lithium power manufacturers have a strong attitude towards expanding production, and their recent efforts are still unabated. At the beginning of this month, Ningde era once again threw out an expansion project, spending 15 billion yuan to expand production in Guizhou and Xiamen. Yiwei LiNeng followed suit by raising the target production capacity of the Jingzhou project, with a total investment of 30.521 billion yuan.

With the rapid rise in downstream demand, lithium equipment plate is the first to benefit. Equipment factory Q3 performance, plate accounts received in advance and contract liabilities reached 12.9 billion yuan, a month-on-month increase of nearly 20%, an increase of 112% over the same period last year.

Zheshang Securities report on the 7th is still optimistic about the follow-up performance of manufacturers. It pointed out that a new round of bidding for Q4 is about to begin, and the tender amount is expected to exceed market expectations.

It is expected that the expansion scale of domestic battery leaders such as Ningde era will remain high from 2022 to 2023, while overseas battery companies are expected to relay and accelerate production expansion, and the lithium equipment industry will maintain a high bearing next year and the year after next.

Large-scale bidding for lithium power equipment is just around the corner, and analysts suggest grasping three main lines:

1. Ningde era industrial chain. According to the supplementary announcement, the leading intelligence is expected to obtain 50% share of the core production equipment of the Ningde era. Xianhui Technology, Zhenyu Technology, Shrek, Yinghe Technology and so on also supply equipment for the Ningde era.

two。 Overseas leading lithium battery industry chain. The overseas lithium battery growth rate is higher than the domestic growth rate in the next few years, and the leading lithium battery equipment with the ability to go to sea is expected to benefit. Among them, Hangke Technology accounts for more than 50% of the leading power batteries in Japan and South Korea, while the pilot Intelligence is equipped with Northvolt;.

3. Domestic second and third line lithium battery industry chain. This year, lithium power manufacturers are scrambling to expand production, and the growth rate of second-and third-tier enterprises is even higher than that of first-tier enterprises, and the orders of related equipment manufacturers are more flexible. In addition to the above Keheng technology, Neptune and pilot Intelligence have been bound to AVIC Lithium, and Li Yuanheng cooperates closely with Honeycomb Energy. In addition, analysts also recommend to pay attention to win-win Laser, China Electric Research, Bozhong Seiko, Corey Technology and so on.