1.968 billion yuan! AVIC Lithium Electric plans to purchase Haimu battery assembly equipment

Haimuxing (688559), a lithium equipment supplier, announced that recently, the company signed a "equipment purchase intention Framework Agreement" with AVIC Lithium. This cooperation intention is to purchase battery assembly equipment of AVIC Lithium Electric. According to the historical cooperation experience of both sides, the total amount of AVIC Lithium purchase is expected to be 1.968 billion yuan.

The announcement shows that the framework agreement is valid from July 30, 2021 to July 29, 2023. After the signing of the framework agreement, Neptune should reserve the production capacity of the equipment.

Heim said that the framework agreement signed this time belongs to the intentional and framework agreement reached between the two parties based on their willingness to cooperate, and the total amount of intended cooperation is estimated based on the technical requirements at the present stage, which is for reference only and does not constitute a performance commitment or performance forecast. the follow-up cooperation shall be subject to the equipment procurement contract signed separately between the other party and the company.

According to official data, Himuxing, founded in 2008, is a comprehensive solution provider for laser and automation, mainly engaged in R & D, design, production and sales of laser and automation equipment in consumer electronics, power batteries, sheet metal processing and other industries. it has formed a strong advantage in the field of laser, automation and intelligent comprehensive application.

At present, in consumer electronics, new energy battery and other application fields, such as Apple, Huawei, Foxconn, Flextronics, Lixun Precision, BOE, Lance Technology, Tesla, CATL, Great Wall Automobile, Honeycomb Energy, AVIC Lithium Power, Yiwei Lithium Energy and other industry leaders or well-known corporate customers, implemented a number of benchmarking projects and batch delivery, and created a number of application model projects.

In terms of power battery equipment, the main products of Haimu Star are high-speed laser machine, cell assembly line and cell drying line, covering the production process of power battery, such as electrode production, cell assembly, baking and drying, etc.

Battery Network noted that Neptune said in a research activity on July 29 that for the tuyere period of the development of the lithium power industry, the major battery manufacturers have more opportunities for manufacturers in related industries in the process of expansion, and the company has sufficient orders at present.

What is noteworthy is that in addition to AVIC Lithium, Haimu Star also announced on May 17 that it had received equipment purchase orders from Jiangsu Times New Energy Technology Co., Ltd., and Sichuan Times New Energy Technology Co., Ltd., wholly owned subsidiaries of Ningde Times. Among them, the total order amount of high-speed laser machine is 582 million yuan (including tax). The total order amount of other power battery laser and automation equipment is RMB 90.9085 million (including tax), and the total order amount is RMB 673 million (including tax). The amount of purchase orders received this time has exceeded the audited operating income of the company by 30% in the previous year. The high-speed laser machine is used in the cutting process of the lithium battery pole ear in the lithium battery production line, cutting the pole ear on the metal foil on both sides of the lithium battery electrode.

Lithium equipment orders continue to increase, Haimu Xing said that with the company's own funds to build the production base and the gradual release of the capacity of the expansion project, it will be able to meet the needs of purchase orders.

It is understood that the development and upgrading of devices and equipment in five major areas, including high-power ultrafast lasers, power lithium batteries, hydrogen energy, 5G industry, and semiconductors, are included in the R & D center of the initial public investment project of Haimu Star. The company said that in the future, it will continue to have an in-depth understanding of the needs of related industries and carry out full research and development around the extension of laser application scenarios.

According to the analysis of the latest research report of Zhongtai Securities, under the background of accelerating production expansion in the power battery industry, it is optimistic about the growth of Neptune. At the company level, as the leader of domestic lithium laser equipment, Haimu Star is the first in the industry to achieve mass production of high-speed laser machines, with leading core performance, obvious competitive advantage and high quality customer resources. At the industry level, the power battery industry ushered in a trend of production expansion. In the next three years, the global market demand for lithium laser equipment totaled more than 40 billion yuan, with a broad market space, which is a strong support for the continued high growth of the company's orders and performance.