Since 2021, thanks to the sustained high boom of new energy vehicles, the rapid growth of new energy storage, and the growing demand for consumer electronics, the battery new energy industry has become the darling of the market, with good news on orders. By combing the announcements and public reports of listed companies, Battery Network found that the order volume of battery new energy industry in 2021 was significantly higher than that in 2020. Among them, the order volume of power battery and lithium battery equipment is the most eye-catching. According to incomplete statistics, 15 power battery enterprises received more than 50 orders and 20 lithium battery equipment enterprises received more than 38.1 billion yuan orders.
Power battery frequency order
According to incomplete statistics of Battery Network, 15 power battery companies, including Ningde Times, BYD, Honeycomb Energy, Xinwanda, Funeng Technology, Yiwei Lithium Energy and Jiwei Power, received more than 50 orders in 2021. It is worth noting that more than 20 of these orders are for overseas car companies.
Volkswagen Group CEO Deiss said in March 2021, "We have a lot of cooperation with Ningde era, and at the same time maintain cooperation with Guoxuan Tech to obtain more battery sources." In addition, on December 15, 2021, Volkswagen Dingzengguoxuan Hi-Tech landed and officially became its controlling shareholder, and the guarantee of power battery supply was more certain.
In addition to Volkswagen Group, well-known car companies such as Daimler, Hyundai, Tesla, Nissan and Ford are also expanding their ranks of Chinese power battery suppliers on Synchronize, with an obvious trend of diversification. At the same time, brands such as FSR of the United States, TOGG of Turkey and VinFast of Vietnam have also begun to strengthen their cooperation with Chinese enterprises.
In addition to deepening overseas ties to Chinese enterprises, domestic car companies are also trying their best to lock in the supply of power battery capacity, and Ningde Times signed a 10-year long-term strategic cooperation framework agreement with Great Wall Motor. Xinwanda has won 7 designated projects and Funeng Technology has won 8 domestic fixed points / orders. Honeycomb Energy said a few days ago that the company has received nearly 400 GWH passenger car orders in 2025. In response to the inquiry letter from the Shanghai Stock Exchange, Funeng Technology also said that in the next five years, based on the customer's official order letter and customer supply cycle demand forecast, the potential demand order is about 262.74GWh.
Lithium battery equipment enjoys dividend
In the power battery widely favored by domestic and foreign car companies, the capacity expansion of related enterprises is promoted rapidly. The latest statistics from the battery network show that Ningde Times, BYD, Yiwei Lithium Energy, China New Airlines, Xinwanda, Honeycomb Energy, Guoxuan Hi-Tech, Funeng Technology, Jiewei Power, Tafel New Energy domestic power battery competitiveness TOP10 enterprise planning capacity has exceeded 2.77TWh.
Sharp tools make good work. Benefiting from the downstream lithium power enterprises racing enclosure expansion capacity, the field of lithium power equipment can be said to enjoy demand dividends, continue to be hot. According to incomplete statistics of Battery Network, since 2021, power battery enterprises headed by Ningde Times, BYD, AVIC Lithium, Funeng Technology, Guoxuan High Tech, Yiwei Lithium Energy, Honeycomb Energy, etc., have accelerated the distribution of equipment orders, involving 20 equipment enterprises, with a cumulative amount of more than 38.1 billion yuan.
What is noteworthy is that the phenomenon of deep binding between lithium equipment manufacturers and power battery manufacturers is obvious. for example, newly acquired lithium equipment orders, such as pilot Intelligence, Shanhui Technology, and Lianwin Laser, are mainly from the Ningde era, and Yinghe Technology has won many bids for Guoxuan Hi-Tech projects. Liyuan Heng won a number of honeycomb energy projects and so on. In the power battery manufacturers' production line "layer by layer" at the moment, such as the planned production capacity can be implemented on the ground, lithium equipment orders are expected to continue to grow next year.
Conclusion:
Not only a large number of lithium equipment orders are issued, but with the accelerated market penetration of new energy vehicles, the security and coordination of supply chains such as power batteries (especially strategic resources) has become a top priority. Since 2021, it has become the norm for enterprises in the upstream and downstream of the lithium power industry to sign omni-directional and multi-level strategic agreements, and in the second half of the year, tension has even intensified. Many downstream enterprises have locked in the supply of raw materials through long-term orders, and even some unbuilt production capacity has been booked and underwritten in advance. In 2022, the production and sales of new energy vehicles in China are expected to exceed 5 million, and the order wave in this field may continue the hot trend of 2021.
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