Subsidy decline in new energy auto industry influences battery companies to accelerate investment

Since 2017, the new energy auto industry has been affected by the decline in subsidies, and the profits of listed companies have generally declined. The entire new energy auto industry in the short-term cycle has not reached the market's expected high degree of prosperity. Some of the power battery and related materials companies, including statistics, have a large difference in performance during the first three quarters of 2017. However, in the long run, new energy vehicles have been listed as a national strategic emerging industry because of its advantages in energy conservation and environmental protection, and stimulating economic growth. It is a new industry that the country firmly supports and will maintain the long-term trend of the industry. Therefore, the newly-added investment of power battery and related materials listed companies has not reduced, they have actively expanded their business to the upstream and downstream, and even strengthened the layout of the battery recycling business, forming a closed-loop industrial chain. However, with the tightening of industrial policies, the power battery and related materials industry will inevitably usher in a new round of elimination and integration.

Xinwangda: Continue to expand production capacity and strengthen cooperation with key customers

Xinwangda is principally engaged in the R&D and manufacturing of lithium-ion battery modules. Its main products are lithium-ion battery modules. From January to September this year, Xinwangda reported revenue of 9.036 billion yuan, an increase of 70.35% year-on-year; net profit (net profit attributable to listed shareholders) was 312 million yuan, a year-on-year increase of only 5.7%. Xinwangda is still in a high investment phase. It is understood that Xinwangda has formulated a strategic plan for its power battery business, seizing the opportunities for the development of the new energy automotive industry, and relying on years of accumulated overall design of power lithium batteries, power battery management system technologies, and design and manufacture of battery structural parts. Lithium batteries have the advantages of profound understanding and other aspects, and quickly expand the application fields of new energy passenger vehicles, logistics vehicles, and commercial vehicles.

Xinwangda has established the Research Institute of Power Cells, focusing on the research and development of power battery systems and power cells. Xinwangda's power battery business has been rapidly expanded and has carried out business cooperation with key customers such as Geely Automobile, Guangzhou Automobile, Dongfeng Liuzhou Automobile, Dongfeng Renault, Beiqi Foton, Xiaopeng Automobile, Delphi and Bosch. On September 7, Xinwangda issued a proposal that the total amount of funds raised is not more than RMB 271,221 million. It is used for "consumer lithium battery module expansion project", "power lithium battery production line construction project" and "supplemental liquidity" .

Gailovo Energy: Expanding to Downstream Applications

The main business of Gailovo Energy is the rental, sales, operation and maintenance of power batteries and new energy vehicles, and the fire engineering business. Among them, the business related to new energy vehicles accounted for almost all of the company's revenue and profits. With the continued development of the new energy automotive market, Gerrywell can focus more on the layout and development of new energy vehicles and power battery industries. In the first nine months of this year, the revenue and net profit of the company grew significantly, mainly due to the completion of the acquisition of Watermar in September last year, which was included in the consolidated statement.

At present, the company's new energy business focuses on Waterma. Wattmar's main products are lithium-ion battery (cell) products and lithium-ion battery packs. Its applications include pure electric buses, commuter cars, city logistics vehicles, and mobile electric vehicles. In addition, Watmar products are also used in areas such as start-up power supplies, energy storage applications, communication base stations and household power tools. It is reported that Volvo's subsidiary, Minfu Chemicals, also actively carries out new energy vehicle operation and maintenance operations, and lays out new vehicle design, leasing and sales, operation and transportation, and recharging services for new energy vehicles. At present, as a power battery supplier, Watermar supplies supporting batteries for 27 vehicle companies.

Camel shares: closed-loop layout of the entire industry chain

Camel has been using batteries as its main business. In recent years, it has actively deployed its power batteries and new energy vehicles. Currently, its main business includes lithium batteries, electronic control of electric motors, lead-acid batteries and financial leasing businesses. From January to September, camel share revenue was 5.235 billion yuan, a year-on-year increase of 23.5%. This year, camel shares around the company's industrial chain and business transformation plan, and constantly increase foreign equity investment, has completed the camel group Xinjiang Battery Co., Ltd., Malaysia camel Power Co., Ltd., Camel Group Anhui renewable resources Co., Ltd., Croatia RimacAutomobilid.oo Equity investment such as the company has played an active role in the company's domestic and international industrial layout, technology upgrades, and core competitiveness enhancements.

On August 8 this year, Camel announced that it has signed an agreement to acquire Nissan Power Battery Co., Ltd. Nissan Battery will assist the company in training R&D and production teams and improve the company's existing new energy battery production line. At the same time, Camel invested RMB 1.2 billion in the research and development field to build a "Camel Group Wuhan R&D pilot base" project and has started construction work. At present, Camel is also committed to the development of closed-loop field of lead-acid industry, focusing on increasing the investment and distribution of lead recycling business, set up Camel Group (Anhui) Renewable Resources Co., Ltd., mainly engaged in waste battery recycling processing and other services.

Camel shares are also worthy of attention in the start-stop battery business. The company's AGM start-stop batteries for mass production include SAIC GM, SAIC, Chongqing Changan, GAC Fick, Shenlong, Dongfeng Passenger and Jiangling Holdings, etc.; mass production of EFB Battery-backed manufacturers include FAW-Volkswagen, SAIC-Volkswagen, Changan Ford, Dongfeng Yulong, Dongfeng Liuzhou Automobile, Changan Suzuki, and Geely Automobile. The company is cooperating to develop start-stop batteries for FAW Audi, Ford, SAIC Chase, Dongfeng Honda, Dongfeng Nissan, Hyundai Motor, Haima Motors, and Chery Automobile.

Guoxuan Hi-Tech: Developing core technologies for manufacturing core batteries in the upper and middle reaches

Guoxuan Hi-Tech Co., Ltd. is one of the earliest companies engaged in the independent R&D, production, and sales of lithium-ion batteries (groups) for new energy vehicles. The products are mainly used in the fields of new energy vehicles such as pure electric vehicles and hybrid vehicles. The battery and transmission and distribution equipment are two major sectors, of which the power battery business accounts for about 85%. In the first nine months of this year, Guoxuan High-Tech's revenue was 3.75 billion yuan, a year-on-year increase of 9.7%; net profit was 640 million yuan, a year-on-year decrease of 13.27%.

At present, the competition in the power battery market is fierce. Guoxuan Hi-Tech did not meet the development of battery packs and strengthened the layout of the mid-stream industry ecosystem in the new energy industry chain. At the end of August, Guoxuan Hi-Tech announced the establishment of Hefei Guoxuan Precision Coating Material Co., Ltd., a wholly-owned subsidiary of Hefei, to conduct research on battery materials and coating technology in the manufacture of batteries. The establishment of the company aims to realize the development and production of coated products in the manufacturing process of Hefei Guoxuan batteries and the independent supply of related products through the industrialization of knowledge of the Hefei Guoxuan Engineering Technology Research Institute, and comprehensively improving the manufacturing of the company’s cell cores. Autonomy. At the same time, Hefei Guoxuan, a wholly-owned subsidiary of Guoxuan Hi-Tech Co., Ltd., cooperated with Lanzhou Jinchuan and established two companies in Anhui and Gansu to carry out power battery recycling and processing business. This will promote the company's closed loop in the new energy power lithium battery industry and improve new energy sources. Power lithium battery upstream raw materials and battery recycling strategic layout.

Lions Technology: Involving New Energy Vehicle Market

Lunshi Technology has now formed a new energy industry development pattern with high-end battery manufacturing, clean power and new energy vehicles as its main business segments. Lunshi Technology started from the battery industry, and based on the development of the lead battery business, it expanded into lithium ion batteries, PACK and BMS R&D and manufacturing business, and actively laid out lithium battery recycling business. From January to September this year, lion's technology revenue was 2.48 billion yuan, an increase of 170.48% compared to the same period of last year. The first phase of lithium-ion battery project invested by lions technology was put into production, and 1 GWh of three yuan 18650 lithium-ion battery was put into operation. The battery and Phase 2 2GWh Sanyuan 21700 lithium-ion battery project is under construction.

Lunshi Technology has blossomed more business this year. In early January, it obtained 51.01% of Shanghai Fuel Cell Vehicle Power System Co., Ltd.; In March, it increased its capital by 900 million yuan to carry out its subsidiary's “New Energy Vehicle Core Components - Lithium-ion Battery Production Project”. Subsidiary Taizhou Taiying together with Dongfeng Yulong's “Yulu” has been selected as the “Recommended Catalogue for Recommended New Energy Vehicles for Promotion and Application of New Energy Vehicles” by the Ministry of Industry and Information Technology and is expected to be listed in the near future. Lunshi Technology set up Shanghai Renshi New Energy Automobile Co., Ltd. in Shanghai to carry out the development and trial production of new energy vehicle vehicle technology.

Lunshi Technology has achieved the full range of new energy vehicle batteries to the downstream applications. At the same time, in order to continue to improve the competitiveness in the field of power batteries, Mausoleum Technology announced on the 3rd this month that it plans to invest 1.246 billion yuan to purchase Hepu Shanghai. 95.85% equity. Hepu Shanghai is the supplier of PACK and Battery Management System (BMS). The main customer is the domestic new energy vehicle factory. Lunshi Technology will further strengthen the customized production characteristics through the acquisition of Hepu Shanghai, strengthen the development and cultivation of downstream OEM customers, and expand the existing industrial chain of new energy industries.

Yi Wei Lithium Energy: Strengthen Cooperation in Bus Market

Yiwei lithium-ion lithium-ion battery business diversified development, the layout of the lithium iron phosphate material series, ternary material series products and lithium cobalt oxide series products, market applications are not limited to new energy vehicles, low-speed electric vehicles, Power tools, electronic atomizers, wearable products, high-end digital, power storage and other fields are also involved. From January to September, Yiwei Lithium's revenue rose by 37.21% to 1.987 billion yuan, which was the main source of growth in the new energy automotive industry.

Billion-Williams Lithium is able to provide square-shaped lithium iron phosphate, cylindrical ternary, square aluminum ternary and soft ternary products to provide power for commercial vehicles, special vehicles and passenger vehicles. In June of this year, Yilv Lithium Energy's "High-performance lithium-ion battery industrialization and system integration project" received special funds of 175 million yuan.

Since this year, Yiwei Lithium has been actively promoting the certification of power battery products. A number of products have passed strong inspections and obtained strong inspection reports. More than 100 new energy vehicles equipped with Yiwei Lithium power battery and power system have been selected in the “New” Energy Vehicle Promotion and Application Recommended Vehicle Model List. It is worth noting that Yilv Lithium won Nanjing Jinlong's battery purchasing business of RMB 1 billion for the entire year in 2017 and has successfully entered the supply chain system of Zhengzhou Yutong, the leading domestic passenger car company.

Kodali: The nearest battery giant

Kedali's business is different from other power battery and related material companies. Kedali's business is the research and development and manufacture of lithium battery precision structural parts and automotive structural parts. The products are mainly divided into precision lithium ion battery and lithium ion battery precision components and portable lithium. There are three types of battery precision structural parts and automobile structural parts. Kdari has established long-term and stable strategic partnerships with leading foreign customers such as Panasonic, LG, Samsung, and German Volkswagen Microbattery, as well as domestic leading manufacturers such as CATL, BYD, Lishen, Lithium Battery, Lithium, Lixin, etc. . From January to September, Kedali reported revenue of 1.195 billion yuan, a year-on-year increase of 13.24%; net profit of 167 million yuan, an increase of 2.47% over the same period last year.

Since the beginning of this year, Kedali insists on positioning its customers in high-end markets and key customers, and continues to develop leading high-end customers and well-known customers of power lithium batteries for downstream new energy vehicles. It is guided by customer needs and actively conducts production capacity deployment. In order to meet the customer's nearest supporting needs, Kedali invested in Ningde to establish a wholly-owned subsidiary, Fujian Kedari, to support the domestic leading power battery manufacturer CATL and set up a production base in its periphery to improve service quality and response speed. Deepen customer cooperation and enhance long-term and stable supply chain cooperation.

Chengfei integration: CNAC's core business performance needs to be improved

Chengfei Integrated and its subsidiaries are principally engaged in the research, development, production and sales of lithium batteries, automotive molds, automotive body parts and other products. Chengfei's integrated lithium battery business is mainly developed and produced by its subsidiary CNAC Lithium Battery. At present, lithium battery business only accounts for about one-fourth of Chengfei's total revenue, but the growth space is very impressive. Lithium battery business income has become the core business of Chengfei integration.

AVIC Lithium Battery is a high-tech enterprise established earlier in the country and has been engaged in the R&D and production of power batteries. Lithium-ion battery products have been recognized by customers for their advantages of safety, reliability, high energy density, high power, and long lifespan. They are widely used in electric vehicles and electric power. Energy storage, communications engineering, military industry and other fields. Based on the favorable resources and brand influence of Aviation Industry Group, AVIC Lithium Power has formed a comprehensive competitive advantage in the military and civilian products market. Since the beginning of this year, CNAC Lithium has continued to increase its investment in R&D and accelerate its capacity expansion. Based on the completion of the first phase of the AVIC Li-Ion Luoyang Phase III project and CNAC Lithium-Ion Jiangsu Co., Ltd., it has initiated the construction of the second phase of CNAC Lithium-Ion Jiangsu Co., Ltd. project. Constrained by the impact of industry policies such as new energy vehicle subsidy adjustments and model catalog reaffirmation, CNAC lithium-ion power revenue fell sharply compared to the same period of last year, and new production capacity is still climbing.

Star Source Material: Research on the Key Technology of Developing a Diaphragm in a Global Layout

Xingyuan Material is a state-level high-tech enterprise specializing in R&D, production and sales of lithium-ion battery separators. Due to the variety of types of lithium-ion battery separators and the large number of specifications, there is a large difference in product demand. Therefore, Xingyuan Materials basically implements the business model of “according to sales and production” and has established a relatively complete process system in terms of R&D, procurement, production, and sales. . The sales of Xingyuan Materials from January to September totaled 387 million yuan, a year-on-year increase of 1.15%; net profit was 91.76 million yuan, a year-on-year decrease of 25.73%. The poor performance was mainly due to the impact of policy factors such as the subsidy standards for new energy vehicles and the stringent subsidy standards, as well as the failure of local subsidy policies to land on time.

Since the beginning of this year, Xingyuan Materials has actively deployed new capacity to build a “third generation high-performance lithium-ion battery diaphragm production line” expansion project, and the production capacity of dry diaphragm has been greatly improved. At the same time, Xingyuan Materials plans to invest 1.6 billion yuan, set up Changzhou Xingyuan, a wholly-owned subsidiary in Changzhou, Jiangsu Province, and implement an annual output of 360 million square meters of lithium ion battery wet diaphragm and coated diaphragm project. There are 8 sets of main diaphragms in the diaphragm and 24 multi-function coated diaphragm production lines. To further enhance the company’s product technology and market competitiveness, Xingyuan Materials decided to establish the Silicon Valley Materials Research Institute and Osaka Materials Research Institute in the beginning of this year to study new technologies for functional membranes, track information of new materials, and train personnel. The introduction of advantageous projects and the introduction of domestic industrialization will provide a strong driving force for the future sustainable development of the company. At the same time, it will also use the high-end talents from the United States and Japan in the functional film industry to join in the construction of new functional film industrialization.

3 In 1 Usb Cable

Nowadays, the function and appearance of mobile phones are similar, but the charging interface is not unified. The Android camp has Micro USB and Type-C ports, while the iPhone camp has Lightning. Different charging ports use different charging cables, which is very unfriendly for users who often need to use multiple phones. To solve this awkward situation, the three-in-one data cable was born. What is the three-in-one data cable? Three-in-one data cable means that one data cable includes Micro Usb Cable, USB Cable For Iphone and Usb Cable Type C. So one data cable can be used by all mobile phones.

Three-in-one data line is also known as multifunctional data cable. In the original data cable, the combination scheme is added, and the combination PCB is configured, which can support a variety of equipment and avoid the trouble of frequently looking for data line. It combines Lightning, a 30-pin port, and a Micro USB port, and is compatible with multiple devices. It can connect to any smartphone or tablet, including iPhone, iPad, Samsung, etc.

From the technical point of view, the three-in-one data cable does have a strong advantage. With continuous development and improvement, three in one data cable products in the original data cable appearance with woven cloth, will also add a light color on the three in one data cable, so that the data cable function is stronger and more exquisite, more and more people accept and buy. In the era of big data,the 3 In 1 Usb Cable can be said to have deeply affected our work and life. We believe that with the technical development of 3-in-1 mobile phone data cable, it will bring us more convenient transmission experience.

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