The subsidy dust settled! These battery factories began to have big moves.

On April 2, 2019, the website of the Equipment Industry Department of the Ministry of Industry and Information Technology released four new energy vehicle subsidy liquidation final review vehicle information sheets and one pre-dumping review of subsidy funds, with a total audit subsidy of 31 billion.

Among them, nearly 19.6 billion is the final review of subsidy liquidation in 2015 and the previous year, 2016, 2016, and 2017 supplementary declaration, which can be regarded as dust settled. With the subsidy policy, major battery manufacturers began to carry out their big moves.

New Energy Vehicle Subsidy Liquidation Final Review Vehicle Information Sheet New Energy Vehicle Subsidy Liquidation Final Review Vehicle Information Sheet

Ningde era joined hands with Kstar to attack the energy storage field

On April 2, 2019, Ningde era and Kstar signed the "Joint Venture Contract of Ningde Era Keshida New Energy Technology Co., Ltd.", in the hope that both parties can play their respective advantages to jointly establish a joint venture company to produce, manufacture and sell Products with integrated market competitiveness, such as quality and price, which are related to energy storage, charging piles and “light storage and charging”, meet market demand, and have long-term goals of profitability and sustainable development. This time, we will focus on the development, production and sales of energy storage system PCS, special energy storage PACK, charging pile and "light storage and charging" integration related products.

BYD harvests Mexico 100MWh battery storage order

The actions of the giants are always strikingly similar. While the Ningde era was released into the field of energy storage, BYD also won a large inventory of energy storage overseas. Recently, BYD and the Mexican energy fund organization Pireos Capital signed a cooperation plan for 100MWh battery energy storage system, and officially launched the largest "photovoltaic + energy storage" new energy project group in Mexico's industrial and commercial sector. The size of the 100MWh order signed this time is equivalent to the total electricity consumption of about 30,000 households in Mexico. Both parties plan to complete more than half of the contracted installed capacity within 12 months and are actively engaging with major new energy engineering installers.

Aoyang Shunchang cooperates with Dayi to supply ternary batteries

In addition to the field of energy storage, the application of power tools, some companies have also begun to attack, and won the big order.

On April 4, 2019, Aoyang Shunchang issued a notice stating that Jiangsu Tianpeng Power Co., Ltd. (hereinafter referred to as “Tianpeng Power Supply”), a subsidiary of the company, and Jiangsu Daye Electromechanical Tools Co., Ltd. on April 3, 2019 ( Hereinafter referred to as "Jiangsu Dayi", the "Strategic Procurement Cooperation Agreement" was signed for Tianpeng Power Co., Ltd. for the development, manufacture and supply of Sanyuan cylindrical lithium battery cooperation for Jiangsu Dayi. Jiangsu Dayi intends to purchase 150 million pieces of various types of ternary cylindrical lithium batteries from Jiangsu Tianpeng in 2019, 2020 and 2021. The actual quantity is subject to the actual order.

The signing of the cooperation agreement between the two parties is conducive to expanding the sales of Tianpeng Power Tools lithium battery in the future, preparing for the production of Tianpeng Power's new capacity, which is conducive to Tianpeng Power's expansion and strengthening of the ternary cylindrical lithium battery business.

Yanfeng Lithium Industry: Accelerating the Industrialization of Solid State Battery

On March 29, 2019, Haofeng Lithium announced that the Zhejiang Lithium Solid State Lithium Battery Technology R&D and Industrialization Project failed to complete the second due to the adjustment of the site selection of the pilot production line and the overall delay in the construction progress. In the performance appraisal indicator, Yanfeng Lithium will not honor the second phase of the project. What is hidden behind it is that Lifeng Li Industry attaches great importance to the industrialization of solid-state batteries.

According to public information, Yanfeng Lithium reviewed and adopted the ninth meeting of the fourth board of directors held on December 5, 2017 and the sixth extraordinary shareholders meeting held on December 22, 2017. The proposal of the subsidiary company to build the first-generation solid-state lithium battery R&D pilot production line and the “Proposal on Implementing the Zhejiang Feng Li Project Assessment and Reward Program for the wholly-owned subsidiary” agreed to establish a wholly-owned subsidiary, Zhejiang Feng Li, with its own funds. No more than RMB 250 million to invest in the construction of the first-generation solid-state lithium battery R&D pilot production line.

Solid-state batteries are considered to be the mainstream of the next-generation lithium batteries. Therefore, the first to realize the industrialization of solid-state batteries will be of great significance to the breakthrough of the company.

Invest 12 billion yuan! Xinwangda 30Gwh power battery project settled in Nanjing

On March 27, 2019, the People's Government of Nanjing Lishui District signed a cooperation agreement with Huaxia Happiness Foundation Co., Ltd. and Xinwangda Electric Vehicle Battery Co., Ltd. (hereinafter referred to as Xinwangda Electric Vehicle) in Nanjing, Jiangsu. Xinwangda will build a research and development design and production base for power battery cells and packs in Nanjing Shushui Industry New City.

The announcement shows that Nanjing Xinwangda plans to register a capital of 6 billion yuan, the first phase is RMB 1 billion, which is jointly funded by the three parties. The management committee of Nanjing Lishui Economic Development Zone, Xinwangda Electric Vehicle and Nanjing Dingtong Park have limited development. The company invested 190 million yuan, 510 million yuan, and 300 million yuan respectively. Xinwangda Electric Vehicle is responsible for the operation and management of the project company.

It is reported that the Xinwangda Power Battery Project is newly established as a production base for the power battery project in the Management Committee of the Nanjing Lishui Economic Development Zone Management Committee. It is mainly engaged in research and development, production, testing and sales of power battery cells, battery modules and battery systems. Business activities such as operations and operations are the mainstay of capital operations.

Reading volume: Source: OFweek lithium Author: Cold autumn

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