Recently, Chengfei Integrated said that the current capacity of AVIC Lithium Battery is 0.9GWh, and the existing capacity is about 780%. The capacity of lithium iron phosphate battery accounts for about 90%. The production capacity of Luoyang Phase III is about 90%. 1.5GWh is lithium iron phosphate battery; Jiangsu Jintan Phase I capacity is 2.5GWh, lithium iron phosphate battery capacity is 1.5GWh, and ternary battery capacity is about 1GWh. Tail Lights For Bmw G20,Bmw G20 Tail Lights,Bmw G20 Oled Tail Lights,Bmw G20 Rear Lights Wenzhou Yecheng Auto Parts Co., Ltd. , https://www.hcmotionz.com
Chengfei Integration said that the capacity of Luoyang Phase III and Jiangsu Phase I Industrial Park will be able to supply 100,000 vehicles after the full release of production capacity.
It is reported that the current domestic customers of AVIC Lithium are mainly Zhongtong Bus, Yutong Bus, Dongfeng Wagon, Dongfeng Special Vehicle, Dongfeng Xiaokang, Beiqi Futian Ouhui Bus, etc. Suzhou Jinlong used to be the main customer of the company and will resume supply soon. Yutong Bus is the future supply growth point.
In 2016, AVIC's lithium-ion battery was sold at 234 million ampere-hours, achieving revenue of 1.421 billion yuan, up 41.73% year-on-year; net profit was 111 million yuan, up 136.67% year-on-year.
The following is a survey record:
1. How much of the current capacity of AVIC Lithium has been released? How many vehicles can the Jiangsu company supply after it reaches production?
A: The existing capacity is about 70% or 80% released. After the complete release of the production capacity of Luoyang Phase III and Jiangsu Phase I Industrial Park, approximately 100,000 vehicles will be supplied.
2. What is the profit of AVIC Lithium this year?
A: In 2017, AVIC's lithium battery revenue is expected to grow steadily, but due to the price reduction policy, the lithium battery industry will undergo an adjustment period, and profits may be affected. Due to the large market volatility, due to various factors, the results are uncertain.
3. Is it possible to replace lithium batteries in the future?
A: On the one hand, hydrogen batteries are affected by technology and cost factors. The price of products will be higher than that of lithium batteries. The problem of supporting charging stations has not yet been solved. The promotion of the market is currently a certain gap compared with lithium batteries. After all, lithium battery products Market applications have formed an industrialization.
On the other hand, we believe that there is no substitute for the two products, like lithium batteries and lead-acid batteries. Lead-acid batteries have always had an absolute advantage in the field of low-speed electric vehicles. Lithium batteries have not completely replaced lead-acid batteries. .
4. What aspects does the company mainly analyze the lithium battery technical indicators of the benchmark enterprises?
A: In terms of products, we mainly focus on key performance indicators such as energy density, power and life. In terms of technical competitiveness, we believe that the reserve of future technology is the key to competitiveness. At the same time, the cost control ability and quality control level of enterprises are also the key factors. .
5. According to the planning of the national subsidy policy, the energy density of lithium batteries should be increased to 300Wh/kg in the future. Do you need to renovate the production line?
A: We have considered the performance improvement of the later products when constructing the production line. The increase of energy density mainly involves the development of lithium battery materials and the transformation of the environment, and the product specifications are unchanged or fine-tuned.
6. What is the proportion of the company's ternary materials and lithium iron phosphate?
A: At present, AVIC's lithium battery capacity is 0.9GWh, of which lithium iron phosphate battery capacity accounts for about 90%; Luoyang Phase III construction capacity is 1.5GWh for lithium iron phosphate battery; Jiangsu Jintan Phase I capacity is 2.5GWh, of which lithium iron phosphate battery capacity 1.5GWh, ternary battery capacity is about 1GWh.
7. Is AVIC Lithium Battery the main supplier of those car manufacturers?
A: Domestic customers are mainly Zhongtong Bus, Yutong Bus, Dongfeng Wagon, Dongfeng Special Vehicle, Dongfeng Xiaokang, Beiqi Futian Ouhui Bus, etc. Suzhou Jinlong used to be the main customer of the company and will resume supply soon. Yutong Bus is Our future supply growth point.