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Since the beginning of this year, the structure of the new energy vehicle market has undergone a significant change. According to the automobile production and sales data released by the China Automobile Association in October, new energy commercial vehicles sold 12,000 units in October, down 11.6% year-on-year; while new energy passenger vehicles sold 32,000 units, up 17.8% year-on-year. The market for new energy passenger cars is growing at an alarming rate.
Domestic new energy vehicle companies, such as BAIC, JAC, Geely, Chery, Zotye, and BMW Brilliance, have launched new energy vehicles using ternary materials. The ternary power battery will become the mainstream of pure electric passenger vehicles. The OFweek lithium grid has compiled five major layouts in the ternary battery field in the second half of 2016, and shared with you!
[Summary] Five major layouts of ternary lithium batteries in the second half of 2016
1. Bangpu Group: investing 1.226 billion yuan to build an annual output of 35,000 tons of ternary precursor project
On June 24th, Bangpu Group signed a contract with Hunan Ningxiang High-tech Zone. The contracted project is an annual output of 35,000 tons of ternary precursor project, with a total investment of 1.226 billion yuan.
Bangpu's annual production of 35,000 tons of ternary precursor project is planned to cover an area of ​​450 mu. It will be completed and put into operation within 1.5 years, and will be put into production within 3 years. After the production, the annual disposal of used batteries will be 100,000 tons, and the annual output of ternary precursors will be 35,000 tons. With an annual output value of more than 2.5 billion, it can generate annual tax revenue of more than 135 million.
Founded in December 2005, Bangpu Group is a national high-tech enterprise specializing in the recycling of waste batteries and scrapped automobiles and the production of high-end battery materials.
2. Smart energy: increase the capital of Foster to expand the production of high-end ternary lithium battery production line
On the evening of August 10, Smart Energy disclosed a plan for a fixed increase of 3.114 billion yuan. According to the plan, the total amount of funds raised by the company will not exceed 3.14 billion yuan, of which 2.514 billion yuan will be used for the R&D and industrialization project of high energy density power storage lithium battery with an annual output of 3G watt hours in Far East Foster New Energy Co., Ltd. The total investment of the project is 3.889 billion yuan.
The company will expand the 3Gwh three-element cylindrical lithium battery production line in two phases. The infrastructure + equipment investment will exceed 2.5 billion yuan, and the average 1Gwh investment will be 830 million yuan. Usually, it takes 3-4 billion yuan to invest in the 1Gwh18650 battery production line. There are two reasons for the high production cost of the company. First, all foreign advanced equipment is used, and the equipment is highly automated. Second, the company is supporting the construction of cap, steel shell and pack production lines to create an integrated production supply chain from “structural hardware – cell-packageâ€.
The company's current production capacity has reached 1.7GWh, and the 18650 battery capacity is the first in the country. On the one hand, the expansion will further consolidate the company's production capacity; on the other hand, the company's new production capacity will be positioned at the high end and will enter the first-line vehicle supply chain.
Smart Energy has been investing and supporting Capital Foster in the Far East: in November 2015, it provided Foster with a guarantee of 600 million yuan; in January 2016, it increased its capital by 100 million yuan; in April 2016, it provided it again 6 On the 21st of June, Smart Energy added 150 million yuan to Far East Foster to further expand its 18650 power lithium battery capacity.
With the above investments, it can be seen that Smart Energy supports the Far East Foster and the determination and confidence to develop the ternary power battery to seize the opportunities.
3. Hengdian East Magnetic: Hao throws 3 billion layout ternary lithium battery
On August 26, Hengdian Dongfang released a number of announcements. The announcement showed that the company plans to invest 3 billion yuan to invest in a 6GWh high-capacity lithium-ion power battery project. This is after the investment of more than 400 million yuan in December 2015 to build 100 million high-capacity lithium-ion battery production lines of 18650 type, Hengdian East Magnetic once again added a focus on the ternary lithium battery.
According to the announcement, Hengdian East Magnetic plans to add 10 high-capacity lithium-ion power battery production lines, 5 modular automated assembly lines, and 1999 sets/sets of various production and testing equipment to achieve an annual output of 6GWh high-capacity lithium. The production capacity of ion power batteries, including 150,000 sets of passenger car battery system integration products and 20,000 sets of commercial vehicle battery system integration products.
The project was implemented in January this year and is scheduled to be completed by December 2019 with a construction period of four years. After being fully completed, it is estimated that the sales revenue will reach 6 billion yuan and the total annual profit will be 737 million yuan.
4. GEM: Acquisition of ternary precursor production line and Bangpu layout ternary lithium battery
Jingmengmeimei, a subsidiary of GEM, and Jiangsu Kailik, a subsidiary company, achieved full control of Yuyao Xingyou Metal in July. Xingyou Metal has an annual production capacity of 4,000 tons of nickel-cobalt-manganese (NCM) ternary power battery material production line, with reliable advanced technology and mature market system.
The acquisition of GEM is aimed at expanding the production scale of power battery materials for new energy vehicles, forming a complete battery material system such as tricobalt tetroxide, NCM precursor, NCA precursor, and lithium nickel cobalt manganate cathode material.
On October 20, GEM and Bonp Group signed the “Strategic Cooperation Agreement for Entrusted Processing of Cathode Materials for Precursor Materialsâ€. The contract period is from October 1, 2016 to September 30, 2021. The contract is marked with nickel-cobalt-manganese hydroxide ( The precursor of the ternary positive electrode material), the amount involved is about 700 million yuan / year.
The two parties signed a cooperation agreement to launch a comprehensive strategic cooperation and large-scale supply of ternary power battery material nickel-cobalt-manganese hydroxide precursor raw materials, further enhancing GEM's market share in domestic high-end new energy vehicles and vehicle power battery materials. rate.
5. Guoxuan High-Tech: Strategic Transfer Force Three-Dimensional Lithium Battery
Guoxuan Hi-Tech announced on November 15 that the company intends to issue non-public offerings of no more than 115 million shares to eight specific investors at the issue price of 31.18 yuan/share. The total amount of funds to be raised will not exceed 3.6 billion yuan. A new generation of high specific energy lithium battery industrialization projects.
The projects invested by the raised funds are: Hefei Guoxuan annual production of 600 million Ah high-power lithium battery industrialization project, Qingdao Guoxuan annual production of 300 million Ah high power lithium battery industrialization project, Nanjing Guoxuan annual output 3 Billion Ah high-power lithium battery industrialization project, and annual production of 10,000 tons of high-nickel ternary cathode material and 5,000 tons of silicon-based anode material industrialization project, with an annual output of 210,000 sets (sets) of new energy vehicle charging facilities and key zero Component projects, an annual output of 200,000 sets of electric vehicle powertrain control system construction projects, engineering research institute construction projects, etc.
In the 1.2 billion Ah high-energy-power lithium battery industrialization project in Hefei, Qingdao and Nanjing, the ternary lithium battery for new energy passenger vehicles will occupy an important proportion, and the annual output will be 10,000 tons. The high-nickel ternary cathode material and 5,000 tons of silicon-based anode material industrialization projects will match the 5G watt-hour ternary lithium battery.
In addition to these companies, there are a large number of companies that are deploying the ternary materials market. Zhonghe Shares, Tianqi Lithium Industry, Yanfeng Lithium Industry, Huayou Cobalt Industry, etc. all aimed at the huge cake of ternary materials.