On the evening of January 10, Neptune announced that the company decided to invest 700 million yuan to build the second phase of Haimou Laser (Jiangmen) Industrial Park with Jiangmen, a wholly-owned subsidiary, as the main body of the project. it is used for the R & D, production and sales of professional power battery equipment, such as power battery assembly line, drying line, etc., and the construction period is expected to take 24 months. After the project reaches production, the company will increase the production capacity of 40 sets of power battery cell assembly line and 100 sets of drying line.
By the end of December 2021, the order for Haimu power battery laser and automation equipment is about 4.8 billion yuan (including tax). The existing shortage of production capacity has hindered the further development of the company. The construction of this project can effectively increase the production area of the company and further improve the overall production capacity of the company to meet the market demand of more customers for the company's products.
In terms of customers, Haimu Star cooperative customers have covered Ningde era, Tesla, Honeycomb Energy, AVIC Lithium, Lishen, Great Wall Automobile, Ruipu Energy, Yiwei Lithium Energy, Xinwangda and other domestic and foreign mainstream enterprises. In 2021, Haimu Star won orders for lithium power equipment from Ningde Times and China Chuangxin Airlines as high as nearly 2.6 billion yuan.
Based on this, Neptune has already begun to layout and expand production. In July last year, Haimu Star and Evergreen shares signed a joint venture agreement to jointly fund the establishment of Changzhou Evergreen Himuxing Intelligent equipment Manufacturing Co., Ltd., with a registered capital of 42 million yuan. Among them, Haimu Star contributed 20.58 million yuan, with a shareholding ratio of 49%.
The re-expansion of Neptune is only a microcosm of the vigorous development of the lithium equipment market, and the rapid growth of demand for lithium equipment is closely related to the large-scale production expansion plans of battery manufacturers.
According to incomplete statistics, since 2021, including Ningde era, BYD, China New Airlines, Guoxuan Hi-Tech, Honeycomb Energy, Yiwei Lithium Energy and other 25 lithium battery companies, a total of new planned capacity has reached 1894GWh.
It is estimated that the expansion of 1GWh lithium battery capacity, the import of new equipment and the degree of automation greatly determine the capital investment: it takes at least 300 million yuan to use domestic equipment and 900 million yuan to import fully automatic equipment.
With the calculation of 600 million yuan in the middle, the demand for lithium power equipment of 1894GWh expansion will reach 1.1364 trillion yuan, a proper trillion market.
The huge market demand not only promotes the production expansion plan of lithium power equipment enterprises, but also attracts the cross-border entry of industrial chain enterprises.
Recently, Li Yuanheng announced that it plans to raise no more than 950 million yuan to expand production, Wuhan Blue Power announced that IPO raised 190 million to expand production; Hausen acquired 100% stake in Xinpu Automation to enhance industrial synergy, and Rongbai Technology acquired a 70% stake in Fenggu Energy Saving to cut into the field of lithium battery equipment.
