Lithium battery investment and expansion -Lithium - Ion Battery Equipment

Lithium battery investment and expansion -Lithium - Ion Battery Equipment



Statistics show that in the past month alone, more than 10 lithium battery industry chain companies have announced investment expansion plans, with a total investment of up to 100 billion yuan, of which industry leaders Ningde Times and Yiwei Lithium Energy Investment plans accounted for half of the total.

"Grab the scale, grab the (market) share, and profit is not something to consider at this stage." In the face of the continuous hot lithium battery investment wave, an executive of a listed company in the industry chain told reporters this.

Entering the fourth quarter, the lithium battery industry chain is still the most dazzling sector in the market. A private equity person bluntly said that there is growth and certainty here, and there is a market prospect of trillions of dollars, which is unparalleled in the whole market. "The short-term and long-term logic is very clear. Now the huge investment of industry chain companies has made up for the gap in medium-term changes."(Lithium - Ion Battery Equipment)

Statistics from Shanghai Securities News show that in the past month alone, leading A-share lithium battery companies represented by Ningde Times and Yiwei Lithium Energy have announced plans for investment and capacity expansion totaling 100 billion yuan. Driven by unprecedented industrial investment, the lithium-ion battery sector has once again been sought after by the market, and has begun to form a virtuous industry-financial cycle of "financing - investment expansion - stock price rise - continued financing".

No one can resist an exponentially expanding "cake". From the terminal car manufacturers, to the supply chain such as lithium batteries in the midstream, to the raw materials such as lithium mines in the upstream, everyone is working hard. When the entire industry chain, as well as the secondary market, and even the primary market are running, then all participants have only one choice - to run faster.

Run up: 100 billion yuan investment in 1 month

"This wave of investment has two characteristics: first, leading companies lead the investment, and second, the upstream and downstream extension of the industrial chain." Among the hundreds of billions of investment scale in the past month, Ningde Times and Yiwei Lithium Energy accounted for half of the country.

On October 18, CATL, the leader in lithium batteries, said in its reply to the fixed-increase inquiry letter: "There is a large demand for business development funds." After listing a series of capital expenditures such as production construction, R&D investment, and company operations, the company believes that , the existing funds cannot meet the needs of future development, and bluntly stated that the capital demand for new production construction from 2020 to the present will be as high as 110 billion yuan. Despite "not enough money to spend", CATL announced two more project investment plans on November 5, totaling 15 billion yuan.

In the past month of lithium battery production expansion, CATL's 15 billion yuan cannot raise too much water. According to statistics from Shanghai Securities News, in the past month alone, more than 10 companies in the lithium battery industry chain have announced plans to invest and expand production, with a total investment of up to 100 billion yuan.

For example, on November 5, Yiwei Lithium Energy announced that the company plans to complete a fixed asset investment of 30.521 billion yuan in Jingmen City, acquire about 3,000 acres of land, and build a Jingmen Power Storage Battery Industrial Park project with an annual output of 152.61GWh. Yiwei Lithium Energy said that this move is to better seize the market opportunities of power storage batteries, expand the production scale of power storage batteries, and optimize the company's industrial structure.

"This wave of investment has two characteristics: first, leading companies lead the investment, and second, the upstream and downstream extension of the industrial chain." An industry insider said.

The trend of leading companies leading the investment is obvious. Among the hundreds of billions of investment scale in the past month, Ningde Times and Yiwei Lithium Energy accounted for half of the country. The above-mentioned industry insiders said that lithium battery is an asset-heavy industry with huge investment. Leading companies have advantages in technology, capital and other aspects. In the past few years, the market share of several leading companies has continued to increase, which is achieved by large-scale expansion.


 

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