A total of 35.13 billion! Intensive start/signing of power battery projects in China

Although some automobile giants have postponed their transformation plans, there is no doubt that global automobile manufacturers will transition to electric vehicles , and the power battery market demand will continue to grow in the long term. According to the latest data released by market research organization SNE Research, the total installed capacity of global electric vehicle batteries in January 2024 was 51.5GWh, an increase of 60.6% compared to January last year (32.1 GWh).

The global power battery market space is still expanding, and Chinese power battery companies, which account for 70% of the global market share, are intensively investing in a new round of production. From the end of February to the beginning of March, multiple tens of billions of battery projects were started and signed, involving a variety of battery products such as solid-state batteries and lithium batteries , further accelerating the development of the new energy vehicle industry chain:

Funeng Technology : With an investment of 10 billion yuan, the electromechanical project of the power production base with an annual output of 30GWh has started construction in Guangzhou and is expected to be put into production in 2025.

Judian New Energy: Investment of 10 billion yuan, annual production of 10GWh solid-state lithium batteries and PACK project signed in Shanxi.

Rongjie Shares: A symposium was held on the 35GWh lithium battery project with an annual output to promote the accelerated development of the project.

Yongtai: 3.8 billion yuan lithium battery project started.

Kexiang Co., Ltd.: The 2 billion sodium power project has started construction.

Leapmotor: 830 million battery project started.

1 Funeng Technology: 10 billion power battery project started

On March 4, Funeng Technology’s electromechanical project with an annual output of 30GWh power production base officially started construction in Guangzhou.

The project, with a total investment of 10 billion yuan, is located in Huangpu District, Guangzhou City, Guangdong Province. It was officially signed and implemented on January 29, 2023. The construction content includes individual electromechanical installation projects such as battery cell workshop, formation workshop, PACK workshop, and power station building. .

After the project is fully completed and put into production, it will achieve an annual production capacity of 30GWh power batteries. The product types include lithium iron phosphate power batteries and ternary material power batteries.

According to the plan, the project will be officially put into production in 2025, and is expected to drive a number of upstream and downstream supporting industries such as cathode materials, silicon-carbon anodes, and lithium battery equipment to settle in the area. In addition, Funeng Technology has recently signed a contract with FAW Jiefang to carry out special cooperation in new energy. The two parties will carry out in-depth cooperation on commercial vehicle semi-solid and solid-state battery projects focusing on light, medium and heavy vehicle platforms and specific scenarios such as trunk transportation, urban logistics, and municipal engineering to create a new energy integrated vehicle with a more competitive market and leading industry technology. car products.

Information shows that Funeng Technology was founded in 2009 and is one of the world's leading companies in ternary soft pack power batteries. It is one of the first companies in China to achieve mass production of ternary soft pack power batteries and is known as the "soft pack power battery". First strand".

2 Judian New Energy: Ten billion solid-state battery project signed in Shanxi

On February 29, Shanxi Luliang Xiaoyi Economic Development Zone, Pengfei Industrial, and Fujian Judian signed a contract for the annual production of 10GWh solid-state lithium battery and PACK manufacturing and production projects.

According to the agreement, the three parties will invest approximately 10 billion yuan to build a 10GWh solid-state lithium battery and PACK manufacturing and production project in the Xiaoyi Economic Development Zone, covering battery cell workshops, electrolyte libraries, power centers, etc., focusing on solid-state lithium batteries. Technology research and development and battery assembly and manufacturing can be widely used in power, energy storage and other fields.

Public information shows that Pengfei Group was established in 1993 and is mainly engaged in coal, coke, chemicals, electricity, hydrogen energy, smart logistics, real estate, cultural tourism and other industries; Fujian Judian is a state-owned holding company affiliated to Fujian Provincial Bidding and Procurement Group. At present, it has mastered the manufacturing technology of 500AH polymer large-capacity lithium battery.

3 Rongjie Shares: Promote 8.5 billion lithium battery project

On February 27, the Nansha Industrial Park Administration Bureau held a symposium on the high-quality development of enterprises in the Wanqingsha area, including heads of key enterprises such as Core Energy, Core Guangdong Energy, Rongjie, and Pioneer.

Among them, the Rongjie Lithium Battery Manufacturing and R&D Center project is a representative battery project in the Wanqingsha block. The project has a total investment of 8.5 billion yuan and is planned to be constructed in three phases. It will mainly build a high-performance battery from batteries, modules, Packs to systems. Competitive products, the annual output will reach 35GWh after completion, and the annual output value is estimated to reach 35 billion yuan after all the three-phase projects are completed.

In November 2023, Rongjie's lithium-ion battery manufacturing base and R&D center will be completed and officially put into production. Rongjie will focus on five major research platforms to develop and build battery products. Among them, the 0-fire square aluminum-shell battery core independently developed by Rongjie covers multiple capacity requirements of 50-320Ah, with an energy density of >165Wh/kg, an energy efficiency of >95%, and a cycle life of 12,000+ times.

4 Yongtai: 3.8 billion yuan lithium battery project started

On February 27, the groundbreaking event for Yongtai's annual 10GWh lithium battery energy storage project was held at Dafeng Port in Yancheng, Jiangsu.

The project plans a total investment of 3.8 billion yuan, of which the first phase has a total investment of 1.8 billion yuan. It will build a module line, PACK assembly line, integrated system line, new process MW-level energy storage system integration and supporting core parts production base. After completion, it can Achieve an annual production capacity of 10GWh of energy storage and related core components and supporting production.

The construction of the project will help energy management companies quickly implement digital energy management and control systems, fully open up wind energy, solar energy, energy storage, distribution networks, and energy consumption ends, and realize multi-level energy management and control from regional energy cloud analysis to local execution, which is beneficial to Industrial parks and commercial districts can complement each other and operate at zero or low carbon levels.

5 Kexiang Shares: 2 billion sodium power project started

On March 8, the 2024 industrial projects in Daya Bay Development Zone in Huizhou, Guangdong started to be concentrated and the groundbreaking ceremony of Kexiang Co., Ltd. Sodium Energy Industrial Park was held.

The Kexiang Co., Ltd. sodium energy industrial park project that started this time is the first 8GWh sodium-ion energy storage battery project in Guangdong Province. It is building a sodium-ion energy storage battery assembly production line.

The total investment of this project is 2 billion yuan, and a total of 8 sodium-ion battery and related product production lines for energy storage will be built. The main production equipment includes positive electrode automatic batching, mixing and feeding system, negative electrode automatic batching, mixing and feeding system, positive electrode extrusion coating machine, negative electrode Coating machine, etc. After the project is completed, the company will have an annual production capacity of sodium-ion batteries for energy storage of more than 8GWH.

Kexiang Co., Ltd. was founded in 2001 and was successfully listed on the GEM of the Shenzhen Stock Exchange on November 5, 2020. It has four major PCB manufacturing bases (8 factories) in Guangdong and Jiangxi (Jiujiang, Ganzhou, Shangrao) in China, and its business covers the world Multiple countries and regions.

6 Leapmotor: 830 million battery project started

On the morning of February 28, the groundbreaking ceremony for the first phase of the R&D Science and Technology Innovation Center construction project of Leapao Wuyi New Energy Research and Technology Innovation Center was held in Wuyi County, Zhejiang.

It is reported that the total investment of this project is 830 million yuan, and it will build a new R&D laboratory, a science and technology innovation center and its supporting facilities, introduce and incubate high-tech digital technology enterprises, and gather innovative resources.

The current bidding section is the first phase of the R&D Science and Technology Innovation Center, with a total investment of 260 million yuan. After completion, it will have an annual production capacity of 384,000 sets of batteries (144,000 sets of vehicle batteries + 120,000 sets of energy storage batteries + 120,000 sets of low-voltage batteries). , adding key production lines and equipment such as vehicle module lines, vehicle PACK lines, energy storage module lines, and energy storage PACK lines.