October 13 news, the latest data show that China's new energy vehicles in the first three quarters of production and sales increased significantly, China's first power battery recycling national standard implementation soon, Snow Wright, China Nuclear Titanium plans to acquire lithium assets, lithium battery listed companies in the first three quarters There are joys and sorrows, the European and American markets have increased the layout of the lithium battery market... The following is the details of today's news.
Domestic market
From January to September, the national new energy vehicle production and sales increased significantly
On October 12, the China Association of Automobile Manufacturers announced the economic operation of the China Association of Automobile Manufacturers in September 2017. In September, the production and sales of new energy vehicles were 77,000 vehicles and 78,000 vehicles respectively, up 79.7% and 79.1% respectively. Among them, the production and sales of pure electric vehicles were 64,000 units, up 85.2% and 83.4% respectively. The production and sales of plug-in hybrid vehicles were 13,000 and 14,000 respectively, up 57.6% and 61.9% respectively.
From January to September, new energy vehicles completed 424,000 and 398,000, respectively, up 40.2% and 37.7% over the same period of the previous year. Among them, the production and sales of pure electric vehicles were 348,000 and 325,000 respectively, up 51.6% and 50.1% respectively over the same period of last year; the production and sales of plug-in hybrid vehicles were 76,000 and 73,000 respectively, up from the same period of last year. 4.0% and 0.6%.
China's first power battery recycling national standard is implemented soon
It is reported that the first national standard for the recycling and utilization of power batteries proposed by the Ministry of Industry and Information Technology, and clearly stated that the recycling and dismantling enterprises should have relevant qualifications, the “Code for Recycling and Disassembly of Vehicle Power Batteries†(hereinafter referred to as “Dismantling Specificationsâ€) will be It will be officially implemented on December 1, 2017. In addition, since February 1, 2018, the new national standard for three power batteries, such as the “Recovery of Residual Energy for Vehicle Power Batteryâ€, will also be officially implemented.
China's first 300MW copper indium gallium selenide thin film solar cell production line product offline
On October 12, China's first 300MW copper indium gallium selenide thin film solar cell production line product was launched in Kaisheng Photovoltaic Materials Co., Ltd. in Anhui Gaogao District.
It is understood that Kaisheng Photovoltaic Copper Indium Gallium Selenide Thin Film Solar Cell Project is a major strategic enterprise emerging strategic project jointly promoted by Handan City and China Building Materials Kaisheng Technology Group. The total investment is 10 billion yuan, and 10 copper indium galliums are planned to be constructed. Selenium thin film solar cell production line, forming 1.5GW production capacity, will become the largest copper indium gallium selenide thin film solar cell production base in China after completion.
Entreprise's news
Snow Wright plans to acquire Zhuo Yu Automation
On October 11, Xuelaite disclosed the restructuring plan and planned to purchase 300% of Zhuoyu Automation's 100% equity. 65% of the transaction consideration was paid by way of issuing shares. 35% of the transaction consideration was paid in cash, and the matching funds were not raised. More than 78 million yuan. The company's stock was up and closed after the market resumed on October 12.
Shell Wright said that the current business is based on the "light technology application" business, and gradually expanded to "new energy vehicles", "high-end smart manufacturing" and "smart consumer electronics" and other business areas. In the new energy vehicle business, the company has cut into the field of automotive lighting, new energy vehicle charging pile equipment and systems. The main business of Zhuoyu Automation is the production and sales of new energy vehicle power lithium battery production equipment, which is mainly used in the field of new energy steam batteries. This acquisition is a further extension of listed companies in the field of new energy vehicles, which is beneficial to the new company. The implementation and implementation of the energy vehicle strategy will further enhance the profitability of listed companies.
China Nuclear Titanium plans to acquire 35 million shares of Hezhi New Energy
On the evening of October 11, the company announced that it has signed an equity transfer agreement with Hezhi New Energy Materials Technology Co., Ltd. (hereinafter referred to as “Hezhi New Energyâ€) shareholder Hui Jingyuan, and plans to invest 35 million yuan to acquire Hezhi New Energy 35. % equity. After the transaction is completed, China Nuclear Titanium will become the largest shareholder of Hezhi New Energy.
The company said that the company has actively improved its strategic development plan based on in-depth research on the development trend of the new energy industry in the early stage. By investing in new energy fields, the company selected the “lithium†industry as the new industry development direction.
Chengfei integrated subsidiary strategic cooperation between AVIC Lithium and Offshore Engineering
On October 13, Sichuan Chengfei Integrated Technology Co., Ltd. announced that its subsidiary, AVIC Lithium (Luoyang) Co., Ltd., signed a strategic cooperation framework agreement with the Naval Engineering University on the 10th to achieve product procurement, project research and development, and resource sharing. A series of consensus.
It is understood that in 2016, AVIC Lithium Power and Haigong University had a transaction of 32.48 million yuan, accounting for 2.30% of the revenue of AVIC's lithium battery business. The signing of the strategic cooperation framework agreement will help the two sides to establish closer ties. Chengfei Integration said that in the long run, the strategic cooperation framework agreement is in line with the company's future development strategy, and has a positive impact on the company's future development, especially in the military industry market, which is conducive to consolidating the company's lithium battery military market leading industry. market status.
Dangsheng technology products are used in batches in high-end energy storage markets such as Tesla energy storage projects.
Dangsheng Technology introduced the question of investors in the interactive platform on the 12th. The company took the lead in developing multi-materials for energy storage in China. It has been used in high-end energy storage such as energy storage projects of Tesla (TESLA) through large international customers. market.
The product vehicle power high-nickel multi-materials are the first in the country to mass-produce, and has been applied in batches to high-end electric vehicles at home and abroad. The next-generation power high-nickel multi-materials to be mass-produced are at the leading level in China, and the products have good market application prospects. At the same time, the company is the first in China to develop multi-materials for energy storage, and has been used in large-scale energy storage markets such as energy storage projects of Tesla (TESLA) through large international customers.
Beiqi Foton's new energy vehicle sales in the first nine months of September, 8023 vehicles rose 108% year on year
On October 12, Beiqi Foton Motor released the data of production and sales in September 2017. The total output of automobile products of Beiqi Foton in 2017 was 434,300 units, an increase of 13.10% year-on-year, and the cumulative sales volume was 436,100 units, up 15.61% over the same period of last year. The cumulative output of new energy vehicles was 8,027 units, a year-on-year increase of 78.14%, and the sales volume was 8023 units, up 108.12% year-on-year.
New energy vehicles include pure electric vehicles, hydrogen fuel cell vehicles , hybrid vehicles (including plug-in hybrids and general hybrids), LNG and CNG. Among them, the company's pure electric steam production and sales in September were 694 and 754 respectively, up 63.29% and 233.63% respectively.
Yiwei Lithium Energy's profit in the first three quarters of 2017 exceeded 300 million year-on-year growth of 100%-110%
On the evening of October 10, Yiwei Lithium released the first three quarters of results forecast, the company expects the first three quarters of 2017 to make a profit of 31,753,460 yuan - 33,341,300 yuan, an increase of 100% -110% over the same period of the previous year; third quarter profit of 8500.53 Ten thousand yuan - 10088.20 million yuan, an increase of 21.78%-44.53% over the same period of the previous year.
Yiwei Lithium said that the main reason for the increase in the third quarter of 2017 compared with the same period of the previous year is: 1. With the rapid development of the Internet of Things and the sharing economy, the company has obtained the comprehensive advantages of product quality and scale manufacturing. The orders of major customers have brought about the growth of performance; 2. The growth of the power battery business has brought about the growth of the company's performance; 3. It is estimated that the impact of non-recurring gains and losses on the company's net profit in the first three quarters of 2017 will be 65 million yuan. Between 70 million yuan.
Zhongtong Bus expects net profit in the first three quarters to drop by over 70%
On the evening of October 10, Zhongtong Bus released the third quarter results forecast, showing that the net profit realized in January-September 2017 was about 110 million yuan - 130 million yuan, compared with the net profit of 45.527 million yuan in the same period of last year, down year-on-year. 75.84% - 71.45%.
Among them, Zhongtong Bus is expected to achieve a net profit of 55 million yuan - 65 million yuan in the third quarter, compared with a net profit of 164.409 million yuan in the same period last year, down about 66.34% -60.22%.
Judging from its published production and sales data, from January to September, Zhongtong Bus sold a total of 12,938 vehicles of various types, an increase of 10.59% year-on-year.
Zhongtong Bus said that the main reason for the decline in performance was that the national new energy bus subsidy standard was greatly reduced in 2017. Due to the impact of this policy, the bus industry saw a large decline. During the reporting period, the company’s orders decreased correspondingly, resulting in the company’s first three quarters of 2017. Operating results decreased significantly year-on-year.
Changxin Technology's first three quarters of results increased by more than 90%
On the evening of October 11, Changxin Technology disclosed the results of the first three quarters. The company expects to make a profit of 437.34 million yuan -45,649,900 yuan in the first three quarters of 2017, an increase of 90.00%-120.00% compared with the same period of the previous year.
Changxin Technology said that during the reporting period, the company continued to maintain a good momentum of steady growth in the first half of the year, fully grasping the new trend of market development and fully releasing production capacity. The company's various business segments are firmly occupying the mid-to-high-end market in the industry. The revenue structure and customer structure are continuously optimized, and the customer's viscosity is continuously increasing. In summary, the company's net profit for the first three quarters of 2017 is expected to increase compared with the same period of the previous year. The impact of non-recurring gains and losses on net profit for the current period is estimated to be RMB 3,000-33 million. The impact of non-recurring gains and losses on net profit for the same period last year was RMB 14.07 million.
The net profit of Xingyun shares increased by 45% in the first three quarters
Xingyun shares released a performance forecast on the evening of the 12th. It is expected that the net profit for the first three quarters will be 40.47 million yuan to 44.65 million yuan, up 45% to 60% year-on-year. The net profit for the third quarter will be 19.9 million yuan to 24.12 million yuan, up 38% to 67% year-on-year. . The overall sales scale of the company increased steadily, and the sales volume of the lithium battery pack protection board inspection system increased significantly, which prompted the sales revenue and net profit of the first three quarters to continue to grow.
Bentley developed BPI super low self-discharge battery
It has been learned from Shenzhen Biteli Battery Co., Ltd. Recently, after many years of unremitting efforts, Bentley has developed a BPI super low self-discharge battery. The battery still maintains 70% of its charge for 10 years, which is the first in the country and realizes China Ni-MH. A revolutionary breakthrough in batteries.
BPI super low self-discharge battery can maintain 70% charge retention rate at 20 °C for 10 years at normal temperature, 65% storage at 60 °C for 60 days, and its physical properties meet IEC standards. The technology can produce batteries or battery packs of various specifications such as AA, AAA, AAAA, AAAAA, SC, C, D, F, and 9V, and its economical and environmentally-friendly characteristics can be reused, so that it has a broad application market.
overseas market
Daimler plans to start production of the world's five largest battery plants in 2019
According to the US website, in order to ensure the battery supply of the entire line of electric vehicles , German car manufacturer Daimler plans to operate five battery assembly plants on three continents before 2019, three of which are located in Germany, one in the United States and one in China. .
When the Daimler battery plant is put into operation, it can respond quickly and efficiently to local market demand, and can adjust the battery outlet according to demand. The total investment in batteries will cost more than 1 billion euros.
LG Poland to start building Europe's largest lithium battery factory
According to reports, South Korean technology giant LG announced that it is building the largest lithium-ion battery plant for electric vehicles in Europe near Wroclaw, Poland. It is expected that its LGChem division will open in 2019. Opened, and from the following year, lithium batteries will be supplied to 100,000 electric vehicles every year.
The project is indeed a big project for LG, but it is still inferior to the battery production scale of competitors. Panasonic's new battery manufacturing base in China is capable of supplying approximately 200,000 electric vehicles per year, while Elon Musk's "Gigafactory" super battery plant is expected to have an annual production capacity of 500,000. An electric car provides battery support.
EU plans to build a battery industry Airbus
The European Union held a battery industry development summit in Brussels on the 11th. European Commission Vice-Chairman Maros Shevovich said that the EU can provide funds to help build a battery industry alliance. According to Cheffovic, the development of the battery industry technology is an indispensable part of Europe's transition to electric vehicles; the EU hopes to help the European battery industry achieve full value chain production, including recycling. Shefovich had previously promised to invest $2.2 billion in battery technology development.
EU Energy Agency spokeswoman Anna Caesar Itconan said the EU sees battery production as a strategic goal and calls on big companies to make rapid decisions about battery investment. European companies are also eager to realize the importance of ensuring adequate battery supply. The Belgian Materials Technology Group, Umicore, said that Europe also needs "airbus in the battery industry." Volkswagen has also called for a regional battery supply alliance.
In response to competition, Germany is actively preparing to build a battery manufacturing plant, such as the lithium battery plant that TerraE is building in Germany, which is expected to be put into production by the end of 2019. There are also media reports that the German government has recently expressed its support for the EU to establish a battery industry alliance to help fight competition.
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