After the trading on March 18, Yiwei LiNeng (300014) issued an announcement that the company recently received a fixed-point notice from Robert Bosch GmbH (("Bosch") that the company was selected as the supplier of Bosch to provide Bosch with lithium-ion power batteries for auxiliary applications of electric vehicles in the global market.
According to the data, Bosch is an innovative technology and service provider, and its business is divided into four business areas: automotive and intelligent transportation technology, industrial technology, consumer goods, and energy and construction technology. According to preliminary financial figures, Bosch's sales rose 10% in 2021 to 78.8 billion euros. Among them, the highest sales are automotive and intelligent transportation technology business, reaching 45.4 billion euros.
Yiwei LiNeng's main business is consumer battery and power battery, consumer battery is the company's basic core business, power battery business has accumulated abruptly, has gradually formed the core competitiveness, the company has soft package ternary battery, square ternary battery, square lithium iron phosphate battery, xHEV battery system and large cylindrical battery technology routes to meet the different needs of downstream customers. In the new energy passenger vehicles, new energy commercial vehicles, new energy special vehicles and energy storage and other markets to form cooperation with high-quality customers at home and abroad.
According to the monthly data of power batteries released by the China Automotive Power Battery Industry Innovation Alliance in February 2022, Yiwei LiNeng installed 0.25GWhs power batteries in February, with a market share of 1.83 percent, ranking eighth in China; from January to February, the number of cars loaded reached 0.62 GWhs, with a market share of 2.09 percent, ranking sixth in China.
In terms of customers, in addition to just entering the Bosch automobile supply chain, Yiwei lithium power battery has steadily supplied Daimler, Hyundai and Xiaopeng, and obtained two fixed points of BMW, Daimler in Europe, and a new customer in China.
A few days ago, Liu Jincheng, chairman of Yiwei Lithium Energy, said in a research activity that the company is committed to becoming an important supplier to important automobile factories at home and abroad. At the same time, the company is very confident to provide customers with quality products to meet the different needs of customers with diversified technical solutions. And with the gradual release of production capacity under construction, it is believed that there will be a better performance.
Planned production capacity of Yiwei Lithium Energy Power Battery up to now
According to the statistics of the battery network, at present, the total production capacity of Yiwei lithium power battery has been nearly 300GWH, of which the Hubei Jingmen production base involves 253.81GWH and the Guangdong Huizhou production base involves 42GWh. In February this year, the company also signed an agreement with the people's Government of Yuxi City, Yunnan Province, Enjie shares, Yuntianhua and Huayou Holdings to jointly set up two joint ventures in Yuxi City to jointly promote the formation of new energy battery industry chain clusters in Yuxi City.
In terms of shipments, Soochow Securities recently reported that Yiwei Lithium Energy Power Storage batteries are expected to ship 12-13 GWhs in 2021, double that of the same period last year; in 2022, they are expected to ship 27-30 GWhs, of which 10 GWH soft packs are 42%; iron-lithium batteries 17-20 GWhWhQ 300%, of which energy storage contributes to 8GWh increment and shipment elasticity is large; Lithium iron phosphate continues to contribute to growth in 2023, and the company's large cylindrical 20GWh capacity release, is expected to contribute to 10GWh shipments, while the company 10GWh ternary square production, shipments are expected to reach 55-60GWH, continue to double growth.
It is worth noting that on the same day that Yiwei LiNeng announced as a Bosch power battery supplier, Haimexing (688559) also announced that since January 27, 2022, the company has received bid winning notices from Hubei Yiwei Power Co., Ltd. and its holding subsidiary Jiangsu Yiwei Linyang Energy Storage Technology Co., Ltd., the winning bid amount is about 433 million yuan (the specific amount is subject to the formally signed "equipment purchase contract").
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