402030 battery.The production process of lithium battery equipment directly determines the cost and performance of power batteries

　　The production process of lithium battery equipment directly determines the cost and performance of power batteries. After more than 20 years of development, the domestic lithium battery equipment manufacturing industry has made great progress in function and precision, but the degree of automation is still low. Some large battery manufacturers still need to import foreign equipment to meet production conditions. The level of power battery automation equipment is low. Both of these problems are related to the automation development of lithium battery equipment.

　　Development status and trends of lithium battery equipment:

　　Lithium battery equipment refers to process equipment such as coating, slitting, lamination, winding, liquid injection, welding, and testing provided for lithium battery production.

　　In recent years, driven by industrial policies, the new energy vehicle market has continued to expand rapidly, driving the demand for power lithium batteries to soar. Power batteries are becoming the dominant force in the growth of the lithium battery industry. Although the entire lithium battery industry experienced ups and downs in 2016 due to the continued fluctuations in national policies, it overall maintained an upward development trend. With the rapid development of the lithium battery industry, the market demand for lithium battery production equipment is also expanding rapidly.

　　In the future, the explosive growth of the new energy vehicle market will also continue to indirectly drive the rapid growth of lithium battery equipment. In addition, driven by the large-scale mass production of power batteries and the continuous improvement of battery safety performance, domestic lithium battery equipment has begun to gradually move away from imitating Japan and South Korea, showing a trend of quickly catching up with the international advanced level or even surpassing it.

　　The product performance and technology of domestic equipment have been greatly improved, and the degree of localization of lithium battery equipment has also continued to increase. At the same time, there is also a change in the benefit logic of the lithium battery equipment industry. Equipment companies have gradually shifted from benefiting mainly from the expansion of production capacity of lithium battery companies in the past to benefiting from the increased concentration of the lithium battery industry. After the rapid development of domestic lithium battery equipment in recent years, the performance and quality have been greatly improved. At present, domestic equipment has been greatly improved in terms of speed, control accuracy and stability, and can basically meet the needs of battery companies. The overall demand is improving.

　　From a technical point of view, Japan still maintains a leading advantage, but the levels of China and South Korea are very close. According to the current development trend, it is very possible to surpass Japan.

　　The production process of lithium battery equipment directly determines the cost and performance of power batteries:

　　Lithium battery manufacturing equipment refers to various types of mechanical equipment required on the lithium-ion battery production line, referred to as "lithium battery equipment". In addition to the materials used in the battery itself, the manufacturing process and production equipment are important factors that determine battery performance. With the surge in demand for power batteries, the lithium battery equipment market has ushered in a new round of high growth. At the same time, due to the continuous improvement of battery performance requirements, lithium battery manufacturing equipment is also undergoing a technological revolution and moving towards high automation.

　　The production process level of lithium battery equipment directly determines the cost and performance of power batteries. With the continuous deepening of the market-oriented transformation of the new energy industry, on the one hand, there is the industry development potential brought by the huge demand of the entire market; on the other hand, the cost and performance requirements of policies and consumers for new energy products are constantly increasing. For lithium battery equipment companies, future development is full of opportunities and challenges, and the extent to which companies create automated and intelligent equipment processes will directly determine their future competitiveness.

　　The rapid development of the lithium battery equipment market highlights the deepening market advantages of domestic lithium battery equipment companies. First of all, the new production capacity of power battery companies has exploded, and the demand for lithium battery equipment has surged. Currently, mainstream power battery companies are accelerating production capacity expansion. The localization rate of lithium battery equipment is expected to continue to increase, especially for front-end equipment and mid-range equipment, with domestically produced equipment accounting for 25% and imported equipment accounting for 75%. In the field of front-end equipment, domestic battery manufacturers have begun a step-by-step process of localization, shifting from importing entire segments of equipment to importing only a few key equipment.

　　Obviously, the road to intelligent manufacturing in the lithium battery equipment industry has just begun. At present, it still faces a series of limiting factors such as technology, industry, talents, and standards. Concentrated in:

　　The formulation of standards for the first industry lags behind. On the one hand, lithium battery equipment manufacturing is non-standardized special equipment manufacturing. At present, a unified industry standard has not been formed in China, and there are many differences in the internal and external design and performance of products. On the other hand, the power battery industry of service providers, its appearance and products Performance also lacks unified industry standards, especially prismatic batteries and soft-pack batteries, which are in full bloom.

　　The secondary market concentration is not high. According to statistics, there are about 300 domestic companies involved in the field of lithium battery equipment, but the number of large-scale companies with core technologies is very small, and there are only more than 10 companies with an annual output value of more than 100 million yuan. Obviously, the entire lithium battery equipment industry has not yet seen a super enterprise with obvious technical advantages, large scale, and leading role in the industry. Most companies are small and unable to afford high R&D expenses, which restricts the development progress of the entire industry.

　　The third intelligent manufacturing system software lags behind. Ningqian lithium battery equipment automation is still in its infancy. Although equipment companies have basically achieved machine production in terms of hardware, their understanding of software is still insufficient. The lack of in-depth communication between equipment manufacturers and battery companies in design results in the inability to integrate detection and data in each link into software scheduling, resulting in many problems such as the inability to link single-machine equipment and production lines and the failure of online monitoring.

　　In the context of the great development of new energy vehicles, it will inevitably be accompanied by the continuous decline in the cost of power batteries. After all, only by reducing costs can we promote consumption and promote a new round of explosion in the new energy vehicle market.

　　From the perspective of lithium battery cost, the raw material cost of power batteries has the lowest elasticity, accounting for about 50% of the current total battery cost, while the remaining 50% includes sales expenses, financial expenses, equipment depreciation, etc. Due to the current domestic The scale effect of power batteries is still low, resulting in high amortization expenses and rising costs of cells and batteries. Since last year, domestic power battery factories have been planning to expand production and achieve economies of scale through the use of high-end automated lithium battery production equipment. This is also the core driving force for the development of the domestic lithium battery equipment industry.

　　In general, when the new energy industry standards have not yet been determined, each company has different development plans, but intelligence, big data, and automation are the confirmed development directions in the field of lithium battery equipment. Benefiting from the development of new energy vehicles, demand for lithium battery equipment is improving.

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