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    A number of companies bucked the trend of the limit Who ignited the fire of the lithium battery sector?

    2019-03-14 22:18:02

    China Securities Network

    After two consecutive days of adjustment, the Shanghai Composite Index fell below 3,000 points on the 14th. However, this sector is on fire.

     Lithium battery sector closed on the 14th

    Lithium battery sector closed on the 14th

    That's right, it's the lithium battery board.

    Despite the hot spot on the 14th, the sector includesCrown City Chase,Nebula sharesMany battery industry chain companies within the company limit daily.

    It is worth mentioning that the turnover of a number of companies on the 14th reached the highest value in the past half-month, among whichYan Feng Lithium IndustryThe turnover of 4.284 billion yuan was a new high this year.

    What is the logic of the battery market? Xiaobian will sort out for you.

    Logic one:

    Manufacturers strive to expand electric vehicle production capacity

    The increase in electric vehicle production is undoubtedly the most important factor leading to industrial fires.

    In late 2018, with the foundation of Tesla's Shanghai plant, domestic electric vehicle companies also opened a new round of capacity expansion. Including Geely, Great Wall,HippocampusDomestic brands, as well as joint venture brands such as FAW Toyota and Guangqi Honda, have announced plans for capacity expansion of new energy vehicles.

    German Volkswagen will invest 30 billion euros to develop electric vehicles

    Volkswagen Group CEO Diss said on the 13th that electric vehicles will become the focus of the group's future. It plans to invest 30 billion euros (about 227.856 billion yuan) in the next five years and plans to produce 22 million pure electric vehicles in the next 10 years.

    Diss said that by 2028, Volkswagen will launch about 70 new electric vehicles, Volkswagen Group will transform the factory in Zwickau, Emden, Hanover, Germany into a pure electric vehicle factory.

    At the same time, Volkswagen's plants in Anting and Foshan, China, will also transform into electric vehicle manufacturing.

    FAW Toyota's 120,000 new energy vehicle projects

    According to public information, the 120,000 new energy vehicle project of Tianjin FAW Toyota Motor Co., Ltd. TEDA plant was approved by the Tianjin Development and Reform Commission in the second half of 2018, with a construction fund of 1.762 billion yuan and an area of ​​58,700 square meters.

    It is understood that the project will use the existing TEDA first line for technical transformation, and plans to transform the existing five major process plants and production lines, increasing the annual production capacity of 120,000 new energy vehicles, including 110,000 PHEV models and 10,000 EV models. Selection and procurement of related equipment from the end of 2018 to the beginning of 2019.

     FAW Toyota's 120,000 New Energy Vehicle Tender Notice (Source Network)

    FAW Toyota's 120,000 New Energy Vehicle Tender Notice (Source Network)

    Guangqi Honda new energy vehicle capacity expansion construction project

    Guangzhou Automobile GroupAnnounced on November 1, 2018, the resolution of the 6th meeting of the 5th Board of Directors passed two proposals on capacity expansion of new energy vehicle production lines.

    First of all, the joint venture company Guangqi Honda built new energy vehicle production workshops and assembly workshops. After the completion of the project, the project is expected to have a production capacity of 120,000 units/year, with a total planned investment of 2.99 billion yuan.

    In addition, Guangqi Honda also plans to transform the original assembly preparation area into a new energy vehicle assembly shop and carry out expansion and transformation, and at the same time build new energy vehicle supporting facilities. After completion, the project is expected to have a capacity of 50,000 units/year. The total planned investment of the project is 276 million yuan.

    Haima Automobile Increases Production Capacity of 50,000 Electric Cars

    The State-owned Assets Supervision and Administration Commission of Henan Province approved the technical transformation project of Haima New Energy Automobile Co., Ltd. for the production of new energy cars across the fine classification.

    The project construction includes the transformation of the original assembly, car body, painting, welding and other joint plants and other production facilities, and the purchase of 51 sets (sets) of production and testing equipment, and the new capacity will remain unchanged. The production capacity of 10,000 electric cars, the production capacity of other passenger cars and N1 class trucks was adjusted to 10,000. The total investment of the project is 612 million yuan, including fixed assets investment of 460 million yuan.

     Reply on Haima New Energy Vehicle Technical Transformation Project

    Reply on Haima New Energy Vehicle Technical Transformation Project

    Logic two:

    Industry chain suppliers are in short supply

    The power battery industry chain has always had the law of “Hengren Hengqiang” to meet the needs of major auto manufacturers in the future, includingNingde era,Guoxuan Hi-TechIn the domestic mainstream battery manufacturers have launched a new round of capacity expansion.

    The Shanghai Securities Journal reporter learned from the lithium salt suppliers in the upstream of the industrial chain that the companies with better qualifications in the industry have been working at full capacity since last year.

    Tianqi Lithium Industry: Lithium salt products continue to be in short supply

    Recently, the reporter learned from Tianqi Lithium Industry that although the price of lithium salt products has been lowered due to increased competition, the company's current products are still in short supply.

    The person in charge of the company said that despite the intensified competition in the lithium salt market, the high-end production capacity with resources and quality assurance is still tense. The company's products are in short supply. In addition to the long-term orders for large customers, other customers need cash to get the goods. In terms of production capacity, the company will further expand its production capacity according to the large orders locked by major downstream customers, reaching 50,000 tons by the end of this year and expanding to 100,000 tons in the next three years.

    Yanfeng Lithium Industry: Expanding Global Lithium Carbonate Capacity

    Yanfeng Lithium announced in March 2019 that in order to ensure the smooth operation of the Cauchari-Olaroz Lithium Salt Lake project in Argentina, the listed company passed the subsidiary Minfeng International to sign the “Minera Exar”, the owner of the Lithium Salt Lake project, for US$100 million. 671 million yuan) financial support.

    According to the disclosure, the project is expected to start camping, mine and salt field construction, and book important equipment in the first quarter of 2019. The listed company has obtained 77.5% of the underwriting rights of the first phase of the planned production capacity of 25,000 tons of battery-grade lithium carbonate. It will be put into operation in the first half of 2020.

    Nebula shares: increased purchase of lithium battery testing equipment

    As the Ningde era,BYD, Guoxuan Hi-Tech and other major battery manufacturers of battery testing equipment providers, Xingyun shares is also the beneficiary of this new energy vehicle capacity expansion. According to the disclosure, in addition to the above battery manufacturers,Dongfeng MotorThe whole vehicle companies such as Guangzhou Automobile, Weilai Automobile and Qidian Automobile are also corporate customers.

    Nebula shares recently said on the interactive platform that the market demand for the company's equipment is closely related to the installed capacity of new energy vehicles' lithium batteries and the increase in the production capacity of battery manufacturers. As the production capacity of customers increases, the procurement of corresponding equipment will increase.

     Xingyun Share Interactive Platform Reply

    Xingyun Share Interactive Platform Reply

    Logic three:

    Industrial chain accelerates transfer to mainland China

    Foreign-funded auto companies such as BMW, Mercedes-Benz, Audi and Tesla have moved their new energy production bases to China, which is the best proof that the global new energy industry chain is moving to mainland China.

    In addition, the import tariffs on automobiles, which were significantly reduced in the second half of 2018, also demonstrate the determination of China's auto industry to actively embrace competition and challenges.

    SAIC Volkswagen Anting New Energy Plant Put into Operation in 2020

    In the fourth quarter of 2018, the SAIC Volkswagen New Energy Factory, which covers an area of ​​405,600 square meters and has an annual production capacity of 300,000 units, officially started construction in Shanghai Anting. It is reported that the total investment of the project is 17 billion yuan and will be officially put into operation in 2020.

    According to the data, the Anting plant after the completion of the transformation will become the first factory in the world to be built for the production of MEB pure electric vehicles. The MEB platform is called “Electric Vehicle Modular Platform” and is a platform specially designed for pure electric vehicles.

    Great Wall MotorJoint venture with BMW in 2021

    The Shanghai Stock Exchange reporter recently interviewed Wang Fengying, president of Great Wall Motor, and learned that the new plant jointly built by Great Wall Motor and BMW in Zhangjiagang will be put into operation in the first half of 2021.

    It is reported that the factory has a standard annual production capacity of 160,000 units and a maximum annual production capacity of 250,000 units. By then, the products produced by the plant will be oriented to the global market. At present, the general layout plan of the factory has been completed. In addition to the BMW MINI electric car, a full-brand electric car will be produced.

    Li Shufu shares in Daimler

    Although the specific cooperation between Geely Automobile and Daimler has not yet been made public, the outside world believes that the two sides will start negotiations on the domestic production of Daimler's Mercedes-Benz "smart" electric version.

    In 2018, Geely executive vice president and CFO Li Donghui once revealed that Geely has been discussing Daimler's three areas of electrification, autonomous driving and future vehicles, and has set up several projects to communicate.

    It should be noted that Geely Chairman Li Shufu is currently the largest single shareholder of Daimler.

    In 2018, Li Shufu acquired a 9.69% stake in Daimler through the secondary market. At that time, Li Shufu announced that he was optimistic about Daimler's advantages in the fields of electrification, intelligence, driverless and shared travel.

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