The event of Lithium power week -- Carney "run"

After completing the capital introduction of Kelu Electronics, Kanai's power battery layout began to "run forward."

This week, a number of new powerhouses, including Weimar, batten, and xinte, held a series of launch conferences for new products. From the actual results, whether the product appearance of the new models, the announced performance, and the price of the landing, for the average consumer, All very tempting.

There are friends in the industry laments that the real consumer end of the new era of electric vehicles may not be far away.

The same car companies that chose to hold the launch last week included a domestic power battery company, Shanghai Kani New Energy Co., Ltd., which makes three yuan soft packages.

On April 21st, at the strategic conference held in Taicang, Jiangsu Province, Kanai New Energy announced to more than 30 main machine factories under the stage that it will achieve product costs of 15 %-20 % per year by expanding scale, material optimization, and intelligent manufacturing. The speed drops.

Through the form of the press conference, high-profile announcement of the price reduction plan for battery products, there is no precedent in China. Behind this high profile is the "ambition" of Kanai new energy in the power cell field.

In fact, as the first domestic manufacturer to provide three-part laminated soft packaging power lithium batteries in bulk, the first batch of companies that meet the "automotive power battery industry specifications" of the Ministry of Industry and Information Technology, in the past few years, Kani New Energy The performance in the industry is quite low-key.

In 2010, the China Automotive Technology Research Center(CATARC) and Japan's Ennaishi Co., Ltd.(ENAX) jointly funded the establishment of Kani New Energy, which has undergone three stages of development.

In the first stage, at the beginning of its establishment, it mainly introduced Japan's Sanyuan soft-pack battery technology, which enabled the product to match the existing level of similar products in Japan and meet the needs of pure electric vehicles and plug-in hybrid vehicles. In the second stage, in 2013, it began to import domestically produced raw materials, absorbed and digested foreign technologies, and gradually began its own research and development. In the third stage, battery production began to realize the localization of raw materials and manufacturing equipment, and various indicators reached the advanced level of peers. At the same time, it focused on the passenger car power battery market.

Under this strategy, despite the overall low profile of the outside world, Kani New Energy, which is the first technology, has gradually received attention from the outside world. In 2017, the Liuzhou model of electric vehicles was once sought after by the media. The Baojun E100, which is owned by General Wuling, is the Kani new energy power battery.

In addition, Gaogong Lidian learned that Kanai New Energy has also cooperated with shareholders in the company and will provide EV power battery pack systems for the Weilai ES8 model in the future.

In August last year, Kelu Electronics invested 1.14 billion yuan in the acquisition and capital increase of Shanghai Kanai New Energy, which became its holding subsidiary.

Technical reserves, customer accumulation, and capital introduction, these three factors provided Kani with sufficient ammunition to start running.

At the strategic conference, Yuhongtao, chairman of Kanai New Energy, explained in detail its future action layout.

In terms of capacity expansion, Shanghai Base, Nanchang Base, and Liuzhou Base have all been built and put into mass production. In addition to the Jiangsu Base under construction, a Japanese branch has also been established. It is expected that by the end of 2018 Karni's production capacity will reach 10 GWh.

In product development, Carney battery product layout pure electric, plug-in and 48V hybrid series of three series. In 2018, the mass production product reached 250 Wh/kg compared to the energy plan, and the plan reached 300 Wh/kg in 2020. The future research direction is low-temperature charging and fast charging capacity. Through design optimization, it tries to achieve 30 minutes of charging 80 %.

In the overall strategy of collaboration, it has built a core competitiveness around the 125 project and five links of safety, quality, cost, development, and delivery. Through business model innovation, it meets the terminal customers 'requirements for the all-round use of electric vehicles. The value of power battery products is maximized through the use of power cell steps and regeneration.

125 Engineering: one technology centre, two overseas sub-centres, five manufacturing bases

Cost target: product costs decrease by 15 % -20 % per year by increasing scale, material optimization, and smart manufacturing

Establishing strategic partnerships with customers: building smart standardization factories(core: 4Gwh/year, 50,000 systems / year)

Innovative business models: battery leasing, periodic buybacks, installments

Echelon and Recycling: Building Echelon and Recycling System to Maximize Product Value

"As a domestic company in the field of soft-package power batteries, the advantages of Kannai New Energy are its product technology advantages, passenger car customer structure, and the superposition advantages formed by capital import. "

Industry analysts believe that this advantage will be highlighted in the accelerated phase-out of the power battery industry in 2018. Based on the accumulation of passenger car customers such as GM Wuling, Jiangling, and Ulai, Kani New Energy is likely to stage the 2017 FuNeng Technology's "upper stage drama". Participate in the "black horse race" in the passenger car power battery field.

GGII statistics show that in 2017, the total installed power of new energy passenger car batteries in China was about 13.71 GWh, of which Canai New Energy ranked 14th.

In 2018, we will wait and see if Karai New Energy can achieve the black horse jump. Look at this week's big event in the lithium industry.

Lithium-electric materials 2018 accounting period tracking investigation

In 2018, for the four major materials of lithium power, the price and account period are linked together like two sides of a ship.

The Gaogong Li-electric survey found that in the first quarter of this year, except for the three positive materials affected by the increase in cobalt prices, the negative materials, electrolytes, and new diaphragm suppliers all adjusted the power batteries at different levels in the accounting period. The mainstream diaphragm gradually stabilized with the recent price. There have been no significant changes in the accounting period.

Objectively, the four key materials of lithium-ion batteries are different due to their raw material environment and market patterns. When each major subdivision material enterprise conducts business negotiations with battery companies, the accounting period strategies are also different. In general, the three-element positive material and negative material enterprises also occupy the dominant position, electrolytic fluid and diaphragm face battery enterprises are also relatively passive.

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