When the new energy vehicle industry station development wind, power lithium battery field cross-border entry trend surging. At that time, home appliance companies were facing a sharp reshuffle in the industry, and in order to seek to open up a new situation,Home AppliancesGiants have opened the lithium batteryYongChuangThe road.

Among them, including Skyworth, Chunlan, Gree, Changhong and other home appliance giants or group companies themselves have invested in the field of new energy power batteries.

Looking back on its many years of development, the development performance of home appliance giants in the field of power batteries is different, some have achieved remarkable results, some have made steady progress, and some are not satisfactory.

From the battery technology route, to product positioning, market layout, from the length of investment time, intensity, depth to the overall strategic planning, the choices of several major home appliance giants or their leaders are different, and their development is also very different. The only thing in common is that they are constantly exploring and exploring the new energy lithium battery market, and looking for a route to match their own transformation and development.

Now, how are they developing in the field of power batteries?

Kaiwo Automobile-Nanjing Chuangyuan

Under the helm of Skyworth Group Chairman Huang Hongsheng, Kaiwo Automobile established Nanjing Chuangyuan Tiandi Power Technology Co., Ltd. (hereinafter referred to as "Nanjing Chuangyuan") in 2015, focusing on power battery packs and battery management systems, motor controllers, BMS, etc. Design, research and development and production of automotive core components and systems.

As the support of Kaiwo Auto's expansion, Nanjing Chuangyuan has developed rapidly since its establishment, with the installed battery capacity reaching 0.75GWh in 2018. In 2019, the battery pack in Nanjing Jinlong bus assembly rate of more than 70%, the same year the company's Gaochun base power battery planning capacity of 4GWh, has been put into use.

Jiang Min, general manager of Nanjing Chuangyuan, said that all businesses of Nanjing Chuangyuan will gradually open to the market on the basis of meeting the needs of Kaiwo Automobile.

Gao Gong Li Dian learned that after the completion of the second phase of Nanjing Chuangyuan Gaochun Base, it can achieve an annual output of 8GWh power battery system, 40000 motors and controllers, and 40000 vehicle controllers. The third phase of the project will be used for battery cascade utilization and other component project base construction.

According to the plan of Huang Hongsheng, chairman of Kaiwo Automobile, Kaiwo Automobile is expected to achieve annual production and sales of 20000 new energy buses by 2025. Annual production and sales of 200000 new energy special vehicles; Annual production and sales of 500000 new energy passenger cars.

From new energy commercial vehicles to passenger cars, Kaiwo Automobile has its own unique strategy. Backed by the Kaiwo Group, its passenger car brand Tianmei Automobile, will quickly establish a virtuous circle of cash flow through "commercial support.

To meet the supply of batteries required by its own system and gradually open to the market, Nanjing Chuangyuan is expected to gain more room for development.

Chunlan Group-Chunlan Energy

Since 1995, Chunlan Energy has invested a total of more than 2 billion yuan in research on power batteries and industrial application technologies. At present, its products have been widely used in new energy vehicles, energy storage power stations, communication power supplies, mine life-saving systems, AGVs, and military power supplies, and have been exported in batches.

As one of the earliest enterprises involved in power batteries in China, Chunlan Energy currently has a full industrial chain layout from battery materials, batteries, modules, BMS, PACK and battery recovery.

At present, the company's existing production capacity of more than 2GWh, mainly for lithium iron phosphate batteries, the company mainly focuses on the new energy bus market, is expected to account for more than 70% of the company's overall business this year, but also increase the development of communication energy storage business.

In April, Chunlan Energy also released a new generation of "fully intelligent" power battery BMS. It has three characteristics: efficient two-way intelligent balance, accurate power estimation and scientific early warning protection.

Pan Hongbin, secretary of the party Committee of Chunlan Energy, told Gao Gong Li Dian that up to now, Chunlan Energy has loaded nearly 30000 power batteries and BMS, and there has been no safety accident. Bus buses equipped with Chunlan power battery system have been in batch commercial operation in more than 110 cities in 30 provinces across the country.

Gree-Yinlong New Energy

Since Miss Gree Dong's strong entry into Yinlong New Energy, the sound of attracting industry focus has hardly stopped.

Only from the performance of the new energy field, Yinlong's forward pace is still maintained. Yinlong new energy main lithium titanate cylindrical battery. GGII data show that in 2019, the installed capacity of Yinlong new energy power battery reached 382267KWh, ranking 17th.

In February this year, Yinlong's 5G bus officially started its trial run in Jinzhou, Liaoning Province. The lithium titanate battery can be fully charged and discharged at a temperature of -50°C to 60°C, which is especially suitable for the working conditions of the northeast and northwest.

At the same time, since this year, Yinlong new energy micro bus has been delivered in Anji, Zhejiang, Chengdu, Sichuan, Ningxiang, Hunan and Luoyang, Henan.

In addition to helping the reform of public transport and passenger transport systems around the world, Yinlong is also expanding its new product line. It is understood that the company has now launched the MPV Effie.

Gao Gong Lidian noted that Yinlong New Energy has a wholly-owned subsidiary, Zhuhai Guangtong, which focuses on the design, R & D and production of large and medium-sized buses. In the field of new energy, in addition to some models equipped with lithium titanate batteries, Zhuhai Guangtong most of the new energy bus models application batteries to lithium iron phosphate.

It is reported that in order to meet the development needs of its new energy vehicle companies, Yinlong New Energy is planning to expand the capacity of lithium iron phosphate batteries.

At the same time, Yinlong New Energy is also actively exploring the energy storage market. In 2019, Yinlong's lithium titanate 1MWh container energy storage system landed at the Datong Branch of the Institute of Engineering Thermophysics of the Chinese Academy of Sciences, becoming Yinlong's first 1MWh container large-scale energy storage application case in China.

In 2019, the company will provide nearly 100MWh of lithium titanate batteries for China Tower's communication base stations in Sichuan, Qinghai, Tibet, Yunnan and other regions.

In April this year, Yinlong New Energy Energy Cabinet took the lead in entering Huazhong University of Science and Technology and became an important part of the scientific research project of Huazhong University of Science and Technology.

Changhong-Changhong New Energy

As early as November 2006, Sichuan Changhong (600839) established a holding subsidiary, Changhong Energy, which is mainly engaged in the research and development, production and sales of alkaline manganese batteries and lithium batteries. Changhong Energy was listed on the New Third Board in March 2016 with a securities code of 836239.

In March 2018, Sichuan Changhong acquired a 51% controlling stake in Jiangsu Sanjie New Energy Co., Ltd. (now renamed "Changhong Sanjie") through Changhong Energy with 0.12 billion yuan in cash and 0.15 billion capital increase, and increased the number of new energy sources.

Changhong Sanjie was established in 2014. Its products are located in 18650 cylindrical power batteries with an annual output of 0.25 billion Ah. It is used in power tools, vacuum cleaners, electronic cigarettes, electric vehicles, model aircraft, military industry and other fields.

According to Changhong Energy's 2019 semi-annual report, Changhong Sanjie's operating income in the first half of 2019 was 0.169 billion yuan and its net profit was 28.63 million yuan.

However, by November 2019, Sichuan Changhong will transfer all of its shares in Changhong Energy to its parent company, Changhong Holdings, for a price of 0.569 billion yuan.

From the perspective of Changhong Sanjie's rolling course, its development has also been hindered to some extent. However, after taking over Changhong Sanjie, Changhong Holdings immediately started the deployment of the lithium battery sector capacity of Changhong Sanjie, which can clearly feel the tilt of resources.

In April this year, Changhong new energy investment of 1.958 billion yuan Mianyang lithium battery project officially started, mainly in the field of small power. The project is planned to be constructed in two phases, of which the first phase is planned to be put into production in the second half of 2021; the second phase will start construction in 2022 and put into production in the second half of 2023.

Zhao Yong, chairman of Changhong Holdings, said that the new energy industry is a strategic emerging industry of Changhong Holdings. The company will integrate resources, cultivate a number of emerging industries, and accelerate the transformation and development of Changhong Holdings.

Source: high power lithium