Holding the orders of domestic and foreign head power battery enterprises, Zhongding integrated deep ploughing lithium electrical equipment market segment.

In 2020, battery network statistics found that the upsurge in the production of new energy vehicles led to the growth of lithium battery demand. Ningde era, LG Chemical and other mainstream battery companies have put forward plans to expand capacity. In the battery new energy industry chain orders, Ningde era capacity expansion frequently released large purchase orders for lithium equipment, bringing dividend effect to lithium equipment enterprises.

Entering 2021, Ningde era, AVIC Lithium, Honeycomb Energy, Yiwei Lithium Energy, Xinwanda and other domestic battery head enterprises have not stopped expanding production. Among them, Ningde era alone has spent nearly 80 billion yuan to expand battery capacity since the end of last year, corresponding to the new capacity will exceed 260GWh.

Chuancai Securities said that due to the rapid development of new energy vehicles and power batteries, the demand for lithium battery equipment is increasing year by year, and the global lithium equipment market is expanding. It is expected that the market size will reach 40.26 billion yuan by 2022 and is expected to triple in the past three years.

It can be predicted that the scale of China's lithium equipment market will also grow year by year, and the enterprises that obtain orders from power battery giants will be more competitive.

Enterprise order with power battery head in hand

Battery Network noted that Wuxi Zhongding Integrated Technology Co., Ltd. (referred to as: Zhongding Integration), a wholly owned subsidiary of Nuoli Co., Ltd. (stock code: 603611), was founded in 1985. It is the first batch of influential manufacturers of three-dimensional warehouse and related logistics equipment in China, and the leading domestic lithium battery production line has a market share of more than 60%. It mainly serves CATL, BYD, LG Chemistry, Murata Murata, Honeycomb Energy, Funeng Technology and other well-known battery manufacturers at home and abroad, and has been rated as an excellent supplier by many enterprises.

According to Feng Yixin, director of Zhongding Integrated New Energy, the company has strong equipment R & D and manufacturing capabilities in hardware equipment manufacturing. At the same time, the company also actively promotes independent software development and production, covering the whole life cycle of intelligent logistics, and can customize a full set of automation solutions for customers according to the actual situation.

As the first batch of logistics system integrators to enter the logistics equipment link of intelligent storage of power batteries in China, Zhongding Integration has formed a set of system standards when mining and selecting customers in this field: first, it has a professional and mature technical team; second, it has financial strength or investment background; third, it combines its upstream and downstream cooperative customers to make a comprehensive judgment. "this set of system standards will not only enable the company to give full play to its advantages in market development, but also avoid stepping on mines in the market." Feng Yixin said.

It is reported that as early as 2009, Zhongdingji achieved timely insight into the market demand of the new energy industry, and specially established the logistics system solution of the new energy department to study the new energy field. In 2012, the company cooperated with LG Chemical, and a high starting point allowed Zhongding to quickly establish a brand in the new energy warehousing and logistics equipment market, making full preparations for the follow-up entry into domestic and foreign head power battery enterprises.

Feng Yixin also told Battery Network that in 2021, Zhongding Integration and CATL reached a cumulative order contract of more than 300 million yuan, which is the fifth year of cooperation between the two sides. In addition, the company also with BYD, LG Chemical, Honeycomb Energy and other power battery head enterprises continue to maintain friendly long-term cooperative relations. Up to now, the company has provided nearly 100 sets of intelligent logistics systems for power lithium-ion battery production for first-class power battery enterprises at home and abroad.

"the rapid development of enterprises is inseparable from technological innovation and research and development, the construction of talent teams, and the continuous accumulation of experience," said Feng Yixin. The company's annual R & D investment accounts for 2% of turnover. 5%. In 2018, the "Intelligent Logistics system for Power Lithium Ion Battery production" developed independently by Zhongding filled the domestic technology gap and broke the foreign technology monopoly. In 2019, the company independently developed a new type of dense storage stacker and successfully applied it to the project, realizing intensive storage through innovative designs such as lightweight structure and rotary push-pull load transfer mechanism, which greatly improved the storage capacity and storage efficiency of customer enterprises. at present, the company ranks first in the market share of stacker.

Capital support, technological innovation, customer recognition, scale and other factors have made Zhongding Integrated have a great influence in the field of power battery storage and logistics equipment, with annual performance exceeding 1.2 billion for four consecutive years from 2017 to 2020.

Focus on market segmentation and intensive cultivation

"in the next 5 years, the lithium industry market will usher in a blowout period and quickly enter the TWh era. High-efficiency, high-quality delivery is an important core competitiveness, we compete with the world's top players, upstream and downstream must go all out to meet the challenge. " Zeng Yuqun, chairman of Ningde Times, has predicted that there will be a significant increase in the global market demand for lithium batteries from 2021, but the capacity supply growth of the whole chain is relatively slow and the effective supply is insufficient.

In this regard, Feng Yixin said, "I believe that the TWh era will come quickly. At present, the whole national policy and even the global policy are supporting the development of new energy. The power battery giants are focusing on quantity, which has brought huge development space for the lithium battery equipment market, especially in the power battery intelligent warehousing and logistics equipment link."

At present, Zhongding Integration is deeply understanding customer needs, optimizing product performance, and continuing to adhere to the deep binding strategy of head and high-quality power battery enterprises through its advantages in R & D and innovation, production management, quality control and boutique engineering. strive to gain a larger share in the fierce market competition.

In addition, in the face of the rising period of the lithium power industry, Zhongding Integration also actively made internal adjustments. The lithium equipment agreed on a delivery cycle of three months, and the company set up a standardized and modular original supermarket according to the expected spare parts of the order. customers can issue orders for customized assembly, and the delivery time is reduced to 45 days, greatly improving the delivery cycle and helping battery giants scramble for time to expand.

At the same time, with the change of the global new energy vehicle industry, the development of domestic lithium equipment industry is in full swing, and the huge and definite market space of lithium equipment is being released at an accelerated rate. In the face of the upgrading demand of power battery enterprises, Feng Yixin believes that equipment enterprises will also usher in three challenges: first, high-density storage. With the rising cost of land, more and more enterprises prefer high-density storage to get more storage space from the limited land area. The new dense storage stacker launched by Zhongding Integration in recent years is the product developed to meet the needs of this market; second, efficient selection. Intelligent warehouse can achieve storage, transportation, sorting and many other functions, in which sorting efficiency has always been the key to improve the efficiency of the whole logistics, "goods to people" technology to achieve efficient sorting is bound to be the mainstream trend; third, digital integration. Manufacturing industry is gradually moving towards the era of digital transformation, the logistics system that customers need is no longer limited to warehouses, or the application of some local logistics links, but a logistics system that can break down data barriers and efficiently interconnect with other links.

Feng Yixin further added that in the post-epidemic era, digital transformation has become a consensus trend of the times, and the current automobile electrification industry has a faster digital transformation than other traditional industries. The development prospect of the battery new energy industry is broad and clear. In the future, with this trend, the field of lithium power equipment will advance at full speed in the direction of digital transition, efficient and intensive, and green environmental protection, and new products, new technologies and new ideas will continue to emerge, which will inject new momentum into the lithium power intelligent warehousing and logistics industry.

"in the future, the development of the lithium equipment field will be like the power battery field, 'the strong will always be strong, and the weak will be out', while the equipment enterprises require strong professionalism and uniqueness, so they are not suitable for doing all the work of the whole line. Therefore, each enterprise needs to do its own best, to do solid in the field of segmentation, to enhance competitiveness will go further." Feng Yixin said, "while developing steadily, the company aims to maintain 20% growth in the field of lithium-ion equipment every year."

The era of new energy has come, winning depends on the trend! With the continuous expansion of power battery market demand, lithium equipment market competition will become increasingly fierce, with technical advantages and stickiness of major customers, lithium equipment leader will usher in a period of rapid growth, Zhongding integration is worth looking forward to!