share_log

【达公司】亿纬锂能:不断开疆拓土的锂电池“老兵”

[Da Company] Yiwei Lithium Energy: a lithium battery “veteran” who continues to expand its horizons

融中财经 ·  May 30, 2020 10:56

0

Billionth lithium energyChairman Liu Jincheng

Guide reading

"We will use an open attitude to attract first-class talents in the world and the whole industry, and establish a team of first-class innovative talents; at the same time, we will further upgrade production and manufacturing equipment, continue to move towards automation, information, and intelligence, and reach the first-class level of the industry in an all-round way."

This article has a total of 3953 words, about 5.6minutes.

Author | Zhang Ye

With the increasing maturity of 5G technology and the popularity of the Internet of things, the world is ushering in a new round of communication infrastructure upgrading and backup system "lithium electrification" wave.

Yiwei Lithium Energy, founded in 2001, is a member of China.GemOne of the first listed companies.After 19 years of hard work, the company's lithium batteries sell well all over the world, and lithium batteries occupy an important position in the domestic market. In the past three years, Yiwei Lithium Energy has focused on the field of power and energy storage market, adopting a highly automated and information-based mode of production to provide customers with high-quality and high-reliability lithium battery products and services.

Liu Jincheng, chairman of Yiwei LiNeng, told reportersIn the future, Yiwei Lithium will continue to provide better products and services for the construction and development of the new energy industry through continuous innovation in the field of lithium batteries.

As a "veteran" of the lithium primary battery industry, Yiwei Lithium Energy is constantly opening up its territory in the field of secondary batteries, coruscating a new ecology, and becoming the "dark horse" of the power lithium power industry.

Hit hard to diversify battery business

Since its establishment, Yiwei LiNeng has always adhered to scientific and technological innovation as the enterprise's core competitiveness, attached great importance to the improvement of product R & D investment and its own comprehensive R & D strength, and actively did a good job in the research and development of new products and technology reserve according to the development trend of the industry.

Up to now, Yiwei LiNeng mainly focuses on the R & D, production and sales of consumer batteries and power batteries.

Among them, consumer batteries (including lithium primary batteries and small lithium-ion batteries) mainly serve the consumer and industrial sectors, and the service markets include smart meters, intelligent security, intelligent transportation, Internet of things, smart wear, power tools, etc., which is also the key to supporting the Internet of everything.energyOne of the parts. Power batteries (including new energy vehicle batteries and their battery systems, energy storage batteries) mainly serve in the field of power and energy storage, including new energy vehicles, electric forklifts and other engineering equipment, electric ships and other fields. and communication energy storage, electric energy storage, distributed energy systems, etc., important energy systems that support the energy Internet.

With years of accumulated advantages in technology research and development, quality brand, production scale, etc.Yiwei LiNeng consumer batteries are in the forefront of the industry segments such as smart meters, intelligent transportation, intelligent security, wearable applications, electronic atomizers, power tools and electric two-wheelers, with a high market share. "In the future, the company will further broaden the downstream application areas and consolidate the company's leading position in the consumer battery industry. " Liu Jincheng said.

In the field of power batteries, Yiwei Lithium Energy has completed the first stage of power battery production capacity construction, and has square lithium iron phosphate batteries, soft pack ternary batteries, square ternary batteries and other technical route products. for new energy vehicles, communications and power storage, electric ships and other applications to provide complete power solutions, rich products and market layout bring rapid business growth.

According to financial data, in 2019, Yiwei Lithium achieved revenue of 6.412 billion yuan, an increase of 47.35% over the same period last year; operating profit of 1.634 billion yuan, a substantial increase of 170.20% over the same period last year; and net profit of 1.522 billion yuan, a substantial increase of 166.69% over the same period last year.

In recent years, Yiwei Lithium Energy business has developed steadily, which has not only been highly recognized by many customers, including international high-end customers, but also improved its market position obviously. Liu Jincheng revealedIn the next step, the company will continue to strengthen the layout of new energy vehicles and energy storage business, and continue to increase the production capacity of power batteries.

A courtship letter from Dachen

At the beginning of 2007, there was a blowout in China's capital market. with the completion of the non-tradable share structure reform and the realization of the full circulation of new shares IPO, the exit channel of venture capital was completely opened. Venture capital ushered in the best part of the new.

"one day, chatting with Wang Xiaobing of China Merchants Technology, talking about a lithium battery company in Huizhou, although the team is relatively small, it is worth seeing." Liang Guozhi, partner and vice president of Dachen Caizhi, recalled to the reporter his investment in Yi Wei Li Neng.

"at that time, the lithium battery industry was already the Red Sea in Shenzhen, and it was difficult to follow no matter how strong it was.BYDWhat kind of high-tech enterprises will there be in a small city like Huizhou? So, we don't take it too seriously. But later, he went to Huizhou with Wang Xiaobing to have a look. "

"after a two-hour trek,The car finally stopped in front of a dilapidated and obscure building. It's dark in the hallway. We thought, 'probably in vain! This company is not very good.However, Dr. Liu Jincheng, chairman of Yiwei LiNeng, Liu Jianhua, president, and Professor Yuan Zhongzhi, chief technology officer, warmly and ceremoniously received Dachen and Investment Promotion Technology. With the gradual deepening of the exchange, Liang Guozhi's mood can no longer be calm, and even some excitement.

According to the research, Liu Jincheng is a senior expert in the battery industry. in 2001, he set up Huizhou through Company. With the popularity of PHS phones at that time, Yiwei LiNeng also achieved the original capital accumulation-supplying PHS mobile phone batteries directly and avoiding direct competition with big companies such as BYD. Later, Konka,TCLMobile phones such as Huawei and Huawei have successively used Yiwei batteries.

In fact, Liu Jincheng's real focus is on disposable lithium subbatteries. "this is a market segment, there is no mature technology in China, and the whole market is little known, we are also very curious. To this day, I believe there are still many people's impression of Yiwei lithium battery as a rechargeable lithium battery. " Liang Guozhi said.

As a matter of fact, Dachen really moved Yi Wei Li Neng, and there was another romantic story before the marriage between the two.

After many inquiries, Dachen found that Dr. Liu Jincheng was only responsible for the operation of the company, while Mrs. Liu Luo Jinhong was in charge of financing. "General Luo hopes that investment institutions have a certain brand effect, but the brand is not loud enough at that time. According to her intention-- byGuotai Junan SecuritiesThe main investment is 15 million, and the remaining 15 million choose other investors. Later, we went straight to Shanghai to negotiate with Guotai Junan, but the result was certainly not very satisfactory. We almost gave up. "

Until around Valentine's Day in 2007There is a connecting flight."when we were depressed, we sent a 'courtship' letter to Mr. Luo. The general content is: investing is like falling in love. We are 'looking' at you (the company). We hope to give you a chance. After a while, the opportunity came!Yiwei company applied for project funding from the National Development and Reform Commission, which required 20 million of the company's matching funds, but Guotai Junan's progress was relatively slow, so General Luo took the initiative to go to Shenzhen to find us. We started the negotiations directly at the dinner table, with unprecedented boldness-first lending money to Yiwei, and then converting it into shares. It is this sincerity that has moved Yiwei's' heart'. "

In August 2007, Yiwei LiNeng formally introduced strategic investors, the registered capital increased from 12.15 million yuan to 14.82 million yuan, and the company's cumulative capital contribution reached 42.15 million yuan, excluding the original capital of 12.15 million yuan for Liu Jincheng and Luo Jinhong, and the capital appreciation rate reached 246.91%. Yiwei Lithium can achieve the first capital jump before listing. Among them, China Merchants Technology subscribed for registered capital of 890000 yuan with 10 million yuan in cash, and Dachen subscribed for registered capital of 440000 yuan with 5 million yuan in cash.

In fact, when Yiwei Li could land on the gem, Dachen also played a key role.

"when the gem was launched, Yiwei LiNeng had already passed.Small and medium-sized boardThe review of the distribution department is waiting for the review meeting. The final decision on the gem was made two days before the gem began to accept the declaration materials. And we firmly believe that the gem is more suitable for the development of Yiwei Lithium. "

Speed up industrial layout and increase production capacity construction

Since 2020, includingNingde eraGuoxuan high-techGreenmeiGerman nanometerMore than 10 power battery industry chain enterprises have invested and expanded production, especially in battery project capacity, positive electrode, negative electrode, diaphragm and other lithium materials projects.

In the face of fierce market competition, Yiwei Lithium Energy has adopted a multi-technical route in parallel, including lithium iron phosphate battery, ternary soft bag battery and ternary square battery, and is already in the process of capacity expansion.

Liu Jincheng told reporters, "in fact, this market trend reflects the industry's optimistic future development of the new energy industry." Yiwei Lithium can according to its own business model and characteristics, we are also speeding up the industrial layout, seize the historic market opportunities. "

In terms of power battery capacity construction, Yiwei Lithium Energy also has a plan. Specifically, Yiwei Power, a subsidiary, plans to build high-performance lithium-ion energy storage battery projects and high-performance lithium-ion power battery projects in Jingmen High-tech Zone, which are expected to form 6GWh / year lithium-ion energy storage battery capacity and 5GWh/-year lithium-ion power battery production capacity respectively. The subsidiary, Yiwei Collector, is expanding the production capacity of 5.8GWh / year soft package ternary power battery in Huizhou plant, which is expected to be completed in the second half of 2020.

"although the company has accelerated the capacity construction of power batteries in recent years, it has adopted a more robust model of fixed production by sales to carry out expansion, which not only seize market opportunities but also ensure the high-quality development of the company." Liu Jincheng said.

In fact, the lithium battery market demand is huge, not only the industry competition is fierce, at the same time, the industry oligarch phenomenon is also more and more obvious.

Under such circumstances, Yiwei LiNeng must continue to focus on the "high-quality development" strategy, solid management and steady development. On the one hand, continue to maintain the leading position of lithium primary battery industry, continue to expand the application field of products; on the other hand, focus on the development of power battery business plate. At the same time, strengthen research and development, clarify the importance of technological innovation and product innovation to the development of the company, constantly strengthen the technological leading position in the industry, and continue to improve product quality.

Meet the international competition and strategically lay out the energy storage market

In recent years, as a "veteran" of the lithium primary battery industry, Yiwei Lithium Energy has begun to develop in the field of secondary batteries, and the influence of the industry has gradually expanded.

In the power battery market in the field of new energy vehicles, withTeslaHand in hand with the Ningde era, the industry competition is intensifying day by day, gradually moving towards centralization, but danger and opportunity coexist. Liu Jin said he told reporters"the field of new energy vehicles is a huge industry. As an important part of new energy vehicles, power batteries also have a huge market space."

First of all, Yiwei LiNeng will adhere to the high-quality development strategy, further give play to the advantages of technological innovation, strengthen the research and development of new products and technologies of lithium batteries, and further improve the comprehensive performance of the products; and adhere to market-oriented, to meet customer needs as their own responsibility, to provide customers with rich battery products and fast response services.

On the one hand, the company will continue to increase the capacity construction of lithium iron phosphate batteries, ternary soft bag batteries and ternary square batteries, increase the production capacity of power batteries, and strengthen the layout of new energy vehicles and energy storage business; on the other hand, relying on the company's comprehensive advantages in technology, quality, scale and market, we will increase the development of major customers at home and abroad, especially in the passenger car market, to promote the rapid growth of the company's performance.

On the other hand, Yiwei lithium will improve the construction of software and hardware and enhance the overall competitiveness. "We will use an open attitude to attract first-class talents in the world and the whole industry, and establish a team of first-class innovative talents; at the same time, we will further upgrade production and manufacturing equipment, continue to move towards automation, information, and intelligence, and reach the first-class level of the industry in an all-round way."

With the increasing maturity of 5G technology and the popularity of the Internet of things, the world will usher in a new round of upgrading of communication infrastructure and the wave of "lithium electrification" of power backup system.At the same time, under the tuyere of 5G new infrastructure, it is expected that the energy storage market will continue to heat up in the future, further driving a large number of market opportunities for the energy storage lithium-ion battery industry.

In the face of trillion-level market demand in the field of energy storageYiwei Lithium can strategically take the lead in the layout of the energy storage market and create business cooperation needs in the field of communication energy storage with foreign communication operators and domestic communication equipment leading enterprises.

"in the future, we will continue to increase production capacity construction, while increasing product innovation and developing special energy storage cells to reduce product unit costs and improve product performance. As one of the main participants in the energy storage market, Yiwei Lithium Energy must actively participate in the construction of the energy storage industry." Liu Jincheng told reporters.

In the new environment and conditions, Yiwei LiNeng will take "building the most creative leading enterprise of lithium battery" as a new vision, move forward steadily, and strive to contribute to the development of the country's new energy industry.

END

0

To join the readership, please add a small assistant (RZZG2006)

War "epidemic" series

Hot search in Rongzhong

GP observation

Characters

Company

I knew you were "watching."

The translation is provided by third-party software.


The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
    Write a comment