SHANGHAI, May 6 (SMM) - CATL recently disclosed the announcement of the prospectus for private placement, saying that the Company's current production capacity cannot meet the future market demand.
Following the release of this prospectus, the Company has announced several relevant battery capacity special construction base projects, with a total investment amount of no more than 65.5 billion yuan, which, assuming an investment intensity of around 300 million yuan/GWh, corresponds to a production capacity of approximately 218 GWh. At the same time, this investment project will add lithium-ion battery annual production capacity of approximately 135 GWh. The above combined new production capacity is approximately 353GWh, which is a 126.07% increase based on the current capacity of 280GWh.
According to the estimation, the Company's battery capacity is expected to reach more than 670GWh by 2025. Based on the future capacity demand and the existing capacity of the Company, the Company will have a capacity shortfall of no less than 390 GWh in 2025. In addition, it is estimated that the average gross profit margin for each year after the new capacity reaches optimal production is between 17% and 22%, and the internal rate of return is between 16% and 17%.
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