Intelligent trend surges lithium battery industry pattern will be reconstructed

Abstract On November 23rd, at the 5th China Lithium New Energy Industry International Summit Forum (ABEC2017, Lithium Power “Davos”) held in Shantou, Guangdong, the secretary of the Lithium Davos Organizing Committee and Zhongguancun New Battery Technology The Secretary-General of the Innovation Alliance Yu Qingjiao said: "...

On November 23, at the 5th China Lithium New Energy Industry International Summit Forum (ABEC2017, Lithium Power “Davos”) held in Shantou, Guangdong Province, the Secretary-General of Lithium Power “Davos” Organizing Committee and Zhongguancun New Battery Technology Innovation The Secretary-General of the Alliance Yu Qingjiao said: "Under the market and policy two-wheel drive, the implementation of the double-points policy, the ban on the sale of fuel vehicles, the charging of piles and the allocation of power resources, and the improvement of the energy density of power batteries. With the cost falling and the energy storage industry ushered in a growth period, he believes that in this context, the market competitiveness of the battery industry chain will be greatly enhanced.
Leading companies set off the trend of intelligence
On October 16th, in the list of 2017 smart manufacturing pilot demonstration projects announced by the Ministry of Industry and Information Technology, North Austrian Titanium, Fueng Technology, Miaosheng Power, Yiwei Lithium Energy, Yinlong New Energy, BAK Battery and Qinghai Times New Energy, etc. Seven lithium battery industry chain enterprises' new energy vehicle power battery, lithium titanate battery digital workshop, lithium titanate material and other intelligent manufacturing pilot demonstration projects were shortlisted.
The pilot demonstration project focuses on five intelligent manufacturing models and encourages the application of new technologies. Among them, the elements of intelligent manufacturing mode include discrete intelligent manufacturing, process-based intelligent manufacturing, network collaborative manufacturing, large-scale personalized customization, and remote operation and maintenance services; the conditions for new technology innovation application are mainly industrial Internet and artificial intelligence.
With the improvement of the demand for high-performance, high-quality, cost-effective power batteries in the consumer market, improving the intelligent manufacturing level of power batteries has become a key task in the development of power batteries in China. Under the promotion of policies and markets, leading enterprises in power batteries have become intelligent. Manufacturing trends.
As a veteran company that started with batteries, BYD has long insisted on using Internet information technology and intelligent advanced management methods to improve its manufacturing level. Its highly automated and large-scale battery factory has been widely recognized. At present, BYD is accelerating the pace of deploying automotive intelligence. Recently, the BYD Group has independently established the Automotive Ecology Research Institute, which aims to enhance the intelligent layout from a strategic height.
In the Ningde era, more than 5% of the total sales are spent on technology research and development every year, covering materials research and development, product development, engineering design, test analysis, intelligent manufacturing, information systems, project management and other fields. Safety, superior performance, long life, low cost and clean manufacturing are the five golden rules of the Ningde era.
The Waterma Smart Factory was officially put into operation in November 2016. Waterma's new power battery automation pack workshop, also known as the Waterma Smart Factory, integrates automation, information and intelligence into cloud data processing. The company realized the automation of machine-to-person operations and formed a comprehensive system integrating data, information and services. It was officially put into operation in mid-November.
"Starting in 2015, BAK Battery has begun to promote smart manufacturing upgrades, the construction of intelligent battery manufacturing system, the platformization, service and intelligence of production process control, and achieved certain results." Vice President of BAK Battery Teng Xin, general manager of 3C Business Unit, revealed at the 5th Lithium Power “Davos” forum that based on the intelligent manufacturing system of Internet + and big data, BAK battery promotes the intelligentization of power battery manufacturing and realizes the construction of smart factory. Greatly reduce costs and improve the economic efficiency of enterprises. At present, BAK Battery Shenzhen and Zhengzhou base can achieve 1 million power batteries per day, and each production line can produce 130 batteries per minute, and each production line only needs 30 people in the production process.
Power battery supporting enterprises will be less than 50 next year
In the Qing Dynasty, it is expected that in the field of power batteries in 2018, the competition among leading enterprises will become more intense. In the segmentation field, the rising prices of raw materials such as lithium, cobalt, nickel, aluminum foil and copper foil will intensify the battle for resources; the positive electrode materials will develop in a high-nickel and multi-dimensional, and will also face greater cost pressure; Long-term oligopoly competition, price war competition situation will continue to be; and changes in battery material technology solutions will continue to lead to a slowdown in electrolyte sales growth; the diaphragm industry is still facing a serious situation of low-end overcapacity, the price of dry diaphragm is large Declining, the release of wet diaphragm production capacity is still slow; the reshuffle speed of the BMS industry will be further accelerated, and the survival space of third-party BMS and battery PACK enterprises will continue to be challenged; equipment companies will also need to go out of the market and have unstable equipment performance. The long payback period is difficult. In the downstream new energy vehicles and energy storage market, with the big reversal of the joint venture policy, the independent brands will face the test of life and death.
Wang Zidong, director of the Power Battery Laboratory of the North China Vehicle Research Institute, analyzed in the speech of the forum: "In 2015, there were 450 power battery supporting enterprises. In 2016, it dropped to 240, and this year it continued to drop to 96. It will fall by half next year." It seems that by 2018, there will be less than 50 power battery companies.
The lithium battery industry will be reconstructed
With the rise of the new energy automobile industry and market, the lithium battery industry has entered a new era of power battery consumption and personal consumption. In 2017, there were two obvious changes in the market pattern of China's lithium battery industry: First, under the boom of investment expansion, mergers and acquisitions, The competition among leading enterprises has intensified; the second is the field of power batteries, and the application of ternary lithium battery market has increased significantly.
According to the statistics of China Battery Network from the announcement and public reports of listed companies, from the beginning of 2016 to the first half of 2017, the expansion of lithium battery and its upstream materials and the mergers and acquisitions, in terms of its 143 investment projects, 123 projects announced the amount of investment, totaling over 230.7 billion yuan; of the 63 reorganization projects including statistics, 60 projects announced the transaction amount, totaling 130.6 billion yuan.
Under such a background, the leading enterprises of power batteries have accelerated the expansion of production, and the competition has intensified. The “strong and strong” has become increasingly prominent. According to the reporter's understanding, in the 5th lithium battery "Davos" participating enterprises, Ningde era has launched IPO listing, and SAIC, Dongfeng, Changan and other car companies to promote the development of the group, half-year valuation rose over 100 billion yuan; market value super The billion-dollar industry leader, BYD, has also begun to adjust its strategy. It plans to spin off the battery sector, market its business, and accelerate the deployment of the international market. It is the only electric bus factory in the United States to be built in the US; there are few power battery fields. The state-owned enterprise Lishen Battery also formulated the “Double Billion” target in 2017 – the production capacity exceeded 10 billion and the sales exceeded 10 billion; BAK Battery also announced in early November that it will invest 14.3 billion yuan in Shandong Jining Economic Development Zone. Building a BAK Industrial Park...
The fierce competition in the market will lead to the elimination of some enterprises. Li Ke, secretary-general of the "Davos" academic committee of lithium battery, said that in the first 10 months of this year, the cumulative installed capacity of lithium batteries was 18.1GWh, a year-on-year increase of 31.43%. A total of 76 battery manufacturers formed an effective installed supply, more than the previous nine months. There are three, and the number of the whole year is expected to be around 80. “There were 109 last year, which means that about 30 battery factories may close down this year, and the industry reshuffle has been fully opened.”

Coal mine rock tunnel drilling and loading unit( referred to as" Drill Loader") is an efficient continuous operation equipment that integrates two functions of rock drilling and loading. Mainly used for excavation operations in mine rock tunnels, diversion tunnels and other engineering tunnels. Its application increases the speed of excavation, reduces the labor intensity of work, improves the safety of excavation construction operations, and well realizes the mechanized operation requirements of rapid excavation of rock tunnels. At the same time, it solves the problem of not driving various equipment in small and medium roadways. The two drill arms of the drilling unit can simultaneously blast holes on the working face of the roadway, or simultaneously blast and top the bolt holes. The backhoe mechanism picks up the rock from a distance and sends it to the scraper conveyor. The scraper conveyor unloads the rock from the tail into the mine cart or belt conveyor. The bucket can also be used to clean the working surface. The breaker is integrated on the boom, which does not need to be disassembled during use. When large rocks are encountered, the breaker on the boom can be used to break.

Drill Loader

Drill Rig,Drill Rig Loader,Bolter Drill Rig,Drill Rig Machine

NORTH HEAVY GRYPS EQUIPMENT AND ENGINEERING CO.,LTD , https://www.nhgtunnel.com