Build an industrial Internet platform, expand "smart+", and empower the
transformation and upgrading of the manufacturing industry. According to the
March China Manufacturing Purchasing Managers Index released by the National
Bureau of Statistics and the China Federation of Logistics and Purchasing on
March 31, the manufacturing PMI returned to the expansion range after being
below the critical point for three consecutive months, rising to 51.5%. This is
also the highest point in the manufacturing PMI since October 2018. Benefiting
from the industrial Internet smart manufacturing policy dividends, improving
sentiment in the manufacturing industry, and the development of the new energy
industry, smart manufacturing companies represented by lithium battery material
equipment and complete lines, as well as battery equipment and complete lines,
are facing new development opportunities. The core component of new energy
vehicles is the power battery, of which the cathode material accounts for about
40% of the cost of lithium batteries and is one of the key materials that
determines battery performance.
Data show that the rapid growth in sales of new energy vehicles in recent
years has directly boosted the demand for ternary cathode materials. The output
of cathode materials has increased from 75,300 tons in 2014 to 208,000 tons in
2017. In particular, there is a huge gap in the market for high-nickel cathode
materials. Guotai Junan's research report shows that from the perspective of
industry trends, the current mainstream ternary cathode material technologies
are NCM523 and NCM622, but in the future batteries will develop towards high
nickel (NCM811) to adapt to the increase in cruising range requirements, but the
high nickel NCM811 cathode The material is more difficult to produce:
On the one hand, in terms of production technology, high-nickel ternary
materials have strict requirements in terms of precursor sintering and material
production environment. The product easily absorbs moisture and becomes
jelly-like during storage and use, and is difficult to adjust the slurry and
coat the pole pieces. Therefore, Cathode material companies have relatively high
performance requirements for production equipment such as kiln equipment;
On the other hand, the safety of high-nickel ternary products is worse, so
the certification of qualified suppliers is more difficult and takes longer.
Baili Technology has nearly 50 years of process technology experience in
chemical projects, combined with nearly 30 years of technology accumulation in
the field of cathode material equipment and production lines of its wholly-owned
subsidiary Baili Lithium Battery, and has the ability to improve the production
process of lithium battery cathode materials. Unique technical advantages. In
addition, the industrial Internet has increasingly significant effects on
upgrading and transforming traditional manufacturing industries.
By clarifying the optimal production conditions for each link and using
this as a standard to ensure that each link is the most accurate, yield,
efficiency and production reliability will be greatly improved; all aspects of
the production process can be controlled through the Industrial Internet , which
greatly improves performance. Baili Technology utilizes the relevant technical
experience and accumulation of the Industrial Internet and Industry 4.0 and is
committed to building the Dangsheng Technology Jintan Project into a benchmark
project in the global lithium battery cathode material industry. According to
the reporter’s understanding, Baili Technology is currently the only listed
company that designs lithium battery cathode material production lines, supplies
equipment, and integrates smart factories.
At present, the new energy electric vehicle industry is an important part
of the national energy security strategy, and the entire industry is showing a
trend of rapid development. It is reported that Baili Technology’s cathode
material production line design is implemented by Baili Lithium Battery, a
wholly-owned subsidiary. Faced with the higher requirements of high
nickelization of cathode materials on production line design and manufacturing
processes, Baili Technology and Baili Lithium Battery have developed a number of
unique technical equipment. Currently, their partners cover many well-known
companies in the domestic lithium battery core material industry. enterprise. At
the same time, Baili Lithium has accumulated rich experience in the design and
construction of more than 100 lithium battery core material production lines,
and participated in the design of the first domestic lithium iron phosphate
cathode material production line, the first lithium manganate cathode material
production line and cobalt Lithium oxide production line and the first anode
production line.
The "intelligent +" integration of Baili Lithium's unique advantages in the
field of lithium battery core material production lines and equipment with its
parent company Baili Technology's general contracting service capabilities of
100,000-ton production lines in the traditional chemical industry will greatly
enhance the High-end material mass production capabilities. With the rapid
development of 5G, the bottleneck of industrial Internet development will be
broken and a large amount of demand will be quickly released. As Baili
Technology, which provides overall solutions for smart factories for lithium
battery materials, is also expected to benefit from the development brought
about by the transformation and upgrading of smart manufacturing in the
manufacturing industry. opportunity. In addition, with the implementation of the
new energy subsidy policy on March 25, new energy vehicles have gradually
shifted from policy-driven to market demand-driven.
Judging from the published data, China is currently the largest and fastest
growing power battery market in the world. According to Bohai Securities,
domestic power battery installed capacity is expected to be 77GWh, 113GWh, and
158GWh in 2019, 2020, and 2021 respectively. According to estimates, the
domestic power battery industry market size will exceed 340 billion yuan in the
next three years. From a global perspective, the scale of the global power
battery market will be even larger in the future. According to a UBS research
report, global new energy electric vehicle sales will reach 17.5 million units
in 2025, and the demand for electric vehicle batteries will increase 9.5 times,
from 93GWh (2018) to 973GWh.
The rapid development of the power battery industry has also significantly
increased the market demand for the midstream materials industry. According to
the forecast of Tianfeng Securities Research Institute, the market size of
cathode materials will reach 36.7 billion yuan, 95 billion yuan, and 241.9
billion yuan respectively in 2019, 2020, and 2021, and the signs of industry
blowout are becoming increasingly obvious. Industry insiders pointed out that
2019 will be a life-and-death year for electric vehicle companies. If they can
increase production and sales capabilities, maintain a good market share, and
ensure market channels and supply chains, then subsidies will be completely
canceled in the upcoming 2020. Only under the market environment will there be
tickets to continue to participate in the competition in the new energy electric
vehicle market. Therefore, it is a high probability that electric vehicle sales
will see rapid growth again in 2019 (the latest prediction in the industry is
that in 2019, electric vehicle sales will exceed 2 million units, and it is not
ruled out that it will reach the level of 2.2 to 2.4 million units). Even if it
is generated by price cuts, Even with tactical losses, car companies also need
to maintain a good market share. Under this logic of business competition, the
demand for orders from car companies to battery factories and from battery
factories to material factories will continue.
According to the prediction of the construction cycle, 2019 and 2020 will
be the years when the performance of battery equipment and PACK line
manufacturers, as well as material equipment production lines and equipment
suppliers will explode. The surge in demand and the limited supply of high-end
production capacity will bring about a peak in the production expansion of
high-nickel cathode materials for lithium batteries. The technological upgrading
of high-nickel cathode materials will increase the demand for process
transformation of production lines and equipment technology, coupled with the
domestic production of battery materials, equipment and production lines. The
process of globalization has just begun. Baili Technology has entered a new
market where technological integration has given rise to a specialized division
of labor. With the development of the electric vehicle industry chain, demand
has also shown explosive growth.
Analysts pointed out that the upgrading and transformation of my country's
manufacturing industry has ushered in a new round of development, and the
lithium battery industry chain will also usher in rapid expansion. In the
process of upgrading manufacturing process technology throughout the industry
chain, simply improving informatization or automation is no longer enough. The
lithium battery cathode material industry's need to improve process technology
and the demand for smart factories that integrate "automation + informatization
+ intelligence" will be growing. Baili Technology is rooted in the smart factory
design and system planning of lithium battery core materials. In the field of
lithium battery core materials such as cathode materials, anode materials,
electrolytes and other lithium battery core materials, Baili Technology has core
software and hardware technologies for smart factory design and planning. In the
future, the industrial Internet, smart manufacturing, and 5G technology will
play an increasingly important role in improving the quality and efficiency of
the manufacturing industry, and production lines and equipment leaders with
smart manufacturing advantages will benefit from this.
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