Foundry cooperation between lithium battery companies

Contract manufacturing between lithium battery companies Recently, a listed company announced a notice announcing the acquisition of Target A (a cylindrical lithium battery company) to clarify relevant operating data. According to the notice, the second largest customer of A Battery Company is its competitor B (in 2017, the installed power of new energy vehicles ranked first, B ranked higher, and A relatively low). High-power lithium batteries have been known from many industries. In fact, the OEM phenomenon exists in all walks of life. The cooperation between lithium battery companies has begun to take shape in the digital age. But what is more special is that the new energy automobile industry has been driving power lithium-ion batteries for less than three years, and battery companies have been unable to keep up with the pace of production and technology. In this set, because powerbattery company skills present different levels, so OEM is also hierarchical. Specifically, OEMs between power lithium-ion battery companies now mainly exist together with the system, and most of them belong to the above-mentioned A and B companies. B ranks first in the homework, and A has a certain reputation in the market segment. Power lithium-ion battery foundry is the choice made by power lithium-ion battery companies to reduce costs or reduce production. GGII data shows that in the first three quarters of 2017, my country processed 397,000 new energy vehicles and sold 398,000 vehicles, up 41.3% and 37.7% year-on-year respectively. The output value of power lithium-ion batteries in the first three quarters is expected to be 3.202 billion kilowatt-hours, a year-on-year increase of 42.1%. During the same period, the output value of my country's top ten power lithium-ion battery companies reached 2.448 billion kWh, accounting for 76.5% of the total output value. The data flashed by, the top ten power lithium-ion batteries accounted for half of the domestic new energy vehicles. Specific to each battery company, their capacity is not small. Generally speaking, the higher the ranking, the tighter the processing rhythm and the greater the pressure. According to the usual theory, power lithium-ion battery companies will do what they can. But what is embarrassing is that solar water heaters and automakers are more likely to cooperate with top-ranked companies for their own benefit. Based on this, in the case of battery companies with limited output and large orders, some small and medium-sized companies will actively choose in a short period of time to reduce costs in relation to long-term investment and expansion. In the second quarter of this year, the entire plant and the battery factory revealed that high lithium batteries, in addition to passenger car companies, important passenger car companies and special tool companies, are more inclined to select the skill level, and the quality of large and medium-sized power battery companies with better induction strength is stable. Supplier. The main reasons for the differences are: First, the country has put forward higher requirements for the safety, stability, and energy density of new energy vehicles and power lithium-ion batteries; secondly, the warranty period is 8 years, and the after-sales requirements are 100,000 kilometers. Car companies will consider the longer opening and life cycle of power lithium-ion battery companies. At that time, high-power lithium batteries pointed out in '' that small and medium-sized battery companies may enter a very embarrassing period in the power market: large factories do not like small factories to discard. Judging from the past three quarters, small and medium-sized battery companies are indeed facing a lot of pressure on operations and even livelihoods. Some industry insiders said that now some small and medium-sized battery companies have turned to the low-end lithium battery market to compete, and may become the number one OEM company for some companies. Specifically, the power lithium-ion battery system has a great influence on the OEM's choice. For example, cylindrical battery companies choose more than square, soft-bag companies. Industry insiders believe that there are two important reasons: First, the technical distance of cylindrical power lithium-ion batteries is relatively old and stable. From the equipment point of view, they are similar in the same industry; the technical barriers of both sides and soft packs are slightly higher than that of cylinders, plus domestic The skill levels of Fang and soft-pack battery companies are mixed. The uncoordinated actions of power lithium-ion battery companies are also a transitional phenomenon in promoting elimination. Most small and medium-sized companies will withdraw from the power store or keep part of the processing line for OEM work in order to earn a lower production fee. Statement: Some pictures and content of the articles published on this site are from the Internet. If there is any infringement, please contact to delete the previous article: What is the best charging effect when the mobile phone lithium battery is left?