1TWh capacity planning joint-stock transformation CALB strategy conference "big move"

On November 17th, the CALB strategy conference with the theme of "common greatness and beauty" was held in Changzhou. Liu Jingyu, chairman of AVIC Lithium, announced that the company's planned production capacity will exceed 500GWhh in 2025 and is expected to reach 1TWh in 2030. In June this year, AVIC Lithium announced a capacity plan of 300GWH for 2025, and the planned production capacity increased by 200GWhin just five months, which shows AVIC Lithium's confidence in its own development and optimism about the prospects of the industry.

"on the one hand, this is because the environment and the times are changing, and on the other hand, it is because the strength of AVIC lithium battery itself is also evolving. There is still a big gap in the market demand for battery capacity. Whoever can do a good job in the product and really serve the market will be able to make the market bigger. " After the press conference, Liu Jingyu explained the "upgrade" of the company's production capacity in an interview with the media.

At the press conference, Liu Jingyu said that the company has accelerated its expansion of industrial layout since 2021 and has set up seven industrial bases in Changzhou, Luoyang, Xiamen, Chengdu, Wuhan, Hefei and Heilongjiang. It is planned to form five major industrial base clusters, namely, the Pearl River Delta, the Yangtze River Delta, the southwest region, the central region and the northeast region. At the same time, AVIC Lithium Power also plans to build overseas industrial bases in Europe and North America, forming four major R & D centers in Shenzhen, Shanghai, Changzhou and Chengdu, planning R & D centers in Europe and North America, and will carry out new R & D layout in the future. continue to build a global R & D network.

In product research and development, Liu Jingyu pointed out that AVIC Lithium adhere to independent research and development, innovation-driven, the formation of "advanced materials, advanced batteries, advanced manufacturing" and other innovative technology platform. The company continues to build leading product strength, and the hard core products characterized by "long life, high safety, high performance and sustainability" are highly recognized by customers, supporting the company's continued success in passenger vehicles, commercial vehicles, energy storage and military products.

Facing the coming TWh era, AVIC Lithium Battery reconstructs the product design and manufacturing process from the underlying functions and basic technical principles of the product, adheres to the concept of "high integration and extreme simplification", and puts forward a brand-new One-stop solution to meet the higher requirements of "high specific energy, high safety, high reliability and low cost", leading the power battery to achieve the rapid improvement of energy density, safety, reliability and economy.

In addition to announcing the upgraded version of the capacity planning, another bright spot that deserves special attention at the press conference is the two major messages announced by Liu Jingyu:

First, military products and civilian products develop independently, and AVIC Lithium Luoyang takes "strengthening the military and industry to serve the country" as its mission to undertake military business to be better and stronger.

Second, the civilian products business to complete the joint-stock transformation, and brand upgrading, the creation of a new AVIC image-"China New Airlines". Liu Jingyu said that "China New Airlines" is a reshaping of the company's brand image. The company will take "transcending commerce for the benefit of mankind" as its mission and "create win-win results together and achieve greatness" as its vision, and make every effort to lead the civil products business to the world for the benefit of all mankind.

With regard to the future development strategy, Liu Jingyu revealed that the company will continue to dig deep into energy storage technology, focusing on energy storage materials, new energy storage systems, and efficient recycling, and continue to make efforts in the direction of "smart +" and "energy +". Build an omni-directional energy operation system, accelerate the process of clean energy substitution, help drive the reform of the mode, and promote the development of low-carbon society.

At the scene of the conference, CNAC Lithium Power also signed strategic cooperation agreements with 15 enterprises, including Huayou, Zhongwei, Tiannai, Yanyi, COSCO Shipping, Chery Automobile, Co-Motor, Dongfeng Travel, American Corey, Sinochem Jinmao, Jinfeng Technology, Xi'an Longji, Poland BMZ, France FORSEE POWER and Japan Marubeni.

Liu Jingyu said that as an excellent enterprise nurtured by the aviation industry, AVIC Lithium was born in mission, responsibility and innovation. The company has a group of determined strivers who try their best to serve the market and achieve customers with the winning mind, pursue "reality + speed" and "fast + stability", and insist on "doing the right thing and doing the right thing". Continue to promote the implementation of culture and talent strategy, product and technology leading strategy, quality strategy and brand strategy, to build the company into the most trusted partner of excellent enterprises in the world.

According to data from the Power Battery Application Branch, AVIC Lithium Battery installed 5.79 GWhs in the first three quarters of this year, an increase of 243.2% over the same period last year. The total installed capacity ranks third in the country, accounting for 6.1% of the market, second only to the Ningde era and BYD. The rise is very strong.