Abstract: In the view of Xu Zhiliang, general manager of Nantong Sijian Jiangxi Branch, the in-depth development of the new energy industry has higher and higher requirements for the refinement of cooperation and butler service.
At present, a number of new energy projects are in full swing, among which the CATL Shanghai R&D Center project is about to be deliveredQingdao Hexagon Smart Industrial Park is about to end;The R&D center of Zhuhai Guanyu Jiaxing project has been capped, and the main body of the second phase of the plant is under constructionLanketu, Sichuan, Suining and Yibin projects are under construction. Xu Zhiliang, general manager of Jiangxi Branch of Nantong Sijian Group, said during the 10th China (Shenzhen) Battery New Energy Industry International Summit Forum and the battery network.
With the continuous promotion of the dual carbon policy, the transformation of the energy structure is imperative, and all parts of the country are vigorously deploying new energy vehicles, power batteries, photovoltaic wind power, energy storage and other related new energy industries. In the face of the rapid development of modern manufacturing in the fields of digitalization, intelligence and low-carbonization, traditional factories are gradually weak in all aspects, construction companies, as an important executor of the carbon neutrality strategy, play an important role in the future of new energy infrastructure, and at the same time, it is also an excellent opportunity for themselves to transform from traditional construction enterprises to diversified construction enterprises.
Xu Zhiliang, general manager of Jiangxi Branch of Nantong Sijian Group.
Xu Zhiliang said that a number of new energy projects under construction in Nantong Sijian will be delivered on schedule and with high quality, helping the high-quality development of the new energy industry.
New energy gives birth to a new blue ocean of infrastructure!
In recent years, the overall demand growth rate of China's construction industry has slowed down, and with the continuous clearing of the real estate supply side, residents' enthusiasm for real estate purchase and industry investment has gradually declined, which has also made the demand for traditional housing construction business continue to shrink, and the competition has intensified. For construction companies, turning to the "blue ocean" field of emerging construction business has also become one of the important directions for sustainable development in the future.
Under the main line of the dual carbon goal, at present, including photovoltaic, lithium battery, energy storage, hydrogen energy, new energy vehicles and other directions, it has become a battleground for the transformation and upgrading of construction enterprises.
According to the "Development of China's New Energy Vehicle Industry in 2023)" released by EVTANK, the global sales of new energy vehicles will reach 5,212 by 203000,000 units;On the other hand, with the advancement of the dual carbon goal, the development of the energy storage industry will also greatly boost the demand for lithium-ion batteries. EVark expects global lithium-ion battery shipments to reach 2,211 by 2025 and 2030, respectively8GWh and 60804GWh, its compound growth rate will reach 228%。
Under the high market prosperity, we will promote the battery new energy industry chain enterprises to invest in and expand production. According to incomplete statistics from the battery network, from January to November 2023, 390 new investment projects have been announced by domestic battery new energy industry chain enterprises, of which 313 projects have announced investment amounts, and the overall investment is as high as 13,6641.5 billion yuan.
Xingye ** also mentioned in the research report that from the perspective of the net cash flow of CSRC manufacturing investment activities, the investment expenditure of listed manufacturing enterprises is still accelerating, the investment in fixed assets of the new energy industry chain remains high, the demand for low-carbon transformation of traditional manufacturing capacity is strong, and the investment in fixed assets of the manufacturing industry will still maintain stable growth.
Xu Zhiliang mentioned that the characteristics of the new energy industry itself also deeply affect the construction of related infrastructure, first of all, the industrial chain is long and the subdivision is more professional, whether it is the upstream materials and parts, equipment field, or the downstream battery, vehicle field, each subdivision of the professional has a targeted professional demand for the physical environment of research and development, manufacturing, logistics and warehousing, and its non-standard plant and customized R & D center is very different from traditional housing construction.
In addition, the new energy industry belongs to the high-end manufacturing industry, the research and development cycle is short, the technology update iteration is fast, in the whole life cycle of the plant from the beginning of the design, the transformation and upgrading runs through the whole process, and the construction period is the opportunity period, which puts forward higher requirements for the technical ability, overall coordination ability and comprehensive strength of the general contractor.
According to the data, Nantong Sijian was founded in 1958, starting from a local state-owned construction company, after the adjustment of the government and enterprise system, the joint-stock system reform, and the operation of the group, it has now developed into a large-scale international construction enterprise group integrating cross-industry operation and cross-regional development integrating architectural design and construction, decoration, mechanical and electrical installation, elevator manufacturing, sales, installation and maintenance, building intelligent technology services, and operation and investment. The company ranks 170th among the top 500 private enterprises in China in 2023, 361st among the top 500 Chinese enterprises in 2023, and first in the list of top 100 comprehensive strength of the construction industry in Jiangsu Province in 2022.
For more than 60 years since its establishment, Nantong Sijian has been deeply engaged in the field of housing construction, especially in the field of industrial plants, warehousing and logistics, and has always maintained the industry's leading technology and reputation, and the company has won the highest award in the field of construction, Luban Prize, as high as 34 bottles, of which 18 bottles are related to the manufacturing industry. Xu Zhiliang introduced.
As we all know, the new energy industry pays special attention to the quality of the project, so the enterprise must have a better quality control and quality assurance system in the entire production process, in which the construction company is a veritable "founder" in the entire factory construction process.
It is reported that Nantong Sijian has served a large number of new energy leading enterprises at home and abroad for many years, and has designed and constructed a large number of professional plants such as new energy batteries, separators, positive and negative electrode materials, including warehousing, logistics, R&D centers, office buildings and other infrastructure, which has made important contributions to the timely and rapid development of new energy enterprises.
Xu Zhiliang said that Nantong Sijian not only focuses on engineering construction, but also carries out vertical integration in the upstream and downstream of the construction industry, and has its own double-grade design institute, elevator manufacturing plant, intelligent company, steel structure company, prefabricated building and other related industrial facilities, which can reach in-depth strategic cooperation with customers and help the development of the new energy industry.
New industries empower enterprises to develop newly
Whether it is the new energy vehicle market, or the energy storage application market, the terminal product requirements for the battery is "high performance and safer at the same time", and the production process of the battery is long, the production process involves multiple processes, and each link needs to be closely monitored.
However, the traditional production method has factors such as high labor cost, slow production time, and uncontrollable quality, so the complex production process makes it necessary for the battery industry chain factory to be intelligent and digital, so as to ensure the consistency and stability of the product, and improve production efficiency and product quality.
In the "Notice on Printing and Distributing the 14th Five-Year Plan for the Development of the Digital Economy" issued in January 2022, it is emphasized that the digital transformation of key industries will be comprehensively deepened and intelligent manufacturing projects will be implemented in depth, which shows the importance of smart factories in digital transformation.
Smart factory is the general trend of modern industry and manufacturing, and it is an advanced optimization path to realize the transformation and upgrading of enterprises. However, it is not so easy for enterprises to promote the development process of the industrial Internet of Things, on the one hand, traditional enterprises are not familiar with intelligent software development, and on the other hand, some Internet companies are not familiar with enterprise production specifications.
According to Xu Zhiliang, smart factory intelligent manufacturing has become the basic needs of the industry's standard enterprises, over the years, Nantong Sijian timely adjustment of the development path, in the process of expansion to the high-tech intelligent manufacturing industry, to make up for the shortcomings, specially established Dahai intelligent shares to study the design and construction of intelligent factories and intelligent buildings, and developed their own intelligent management platform, which has served Jingdong Logistics, GLP and other well-known enterprises.
At the same time, Nantong Sijian adopts BIM technology in the whole process of design and construction to reduce construction costs, improve construction efficiency, and escort the later operation and maintenance of smart factories. The Hexagon Smart Industrial Park, jointly built by the company and Hexagn, has won the China Installation Star Award and the United States LEED certification, which is a model project of a smart factory.
The battery network noted that as overseas, especially in European countries, actively promote the development of green industries, overseas new energy vehicles and energy storage industries have maintained a rapid development trend, driving the continuous growth of overseas lithium battery market demand. With the advantage of scale and market expansion demand, China's battery new energy industry chain enterprises are gradually going abroad, and the recognition of new energy products overseas continues to increase. In the face of the huge overseas market, China's battery new energy industry chain enterprises are selecting sites around the world to better support overseas markets. In line with the development trend of the industry, Nantong Sijian has also begun to focus on the increasingly hot wave of China's battery new energy going overseas.
EVTANK, a research institution, predicts that by the end of 2026, the total planned production capacity of the world's 46 battery companies included in the statistical scope will reach 6,730GWh. With the large-scale expansion of Chinese enterprises in Europe and the United States and the gradual release of battery production capacity of local battery companies and car companies in Europe and the United States, the expansion rate of overseas power (energy storage) battery production capacity will accelerate significantly in the next few years.
It is understood that in terms of overseas markets, Nantong Sijian has been paying attention to the development of the construction industry in overseas markets for many years, and has participated in the construction of first-class aid projects in Southeast Asia, the Middle East, West Africa and other places, and has built a large number of high-quality aid projects. In the face of the trend of China's new energy enterprises gradually going overseas in the fierce global competition, the company is ready to follow the strategic customers to go overseas, and even as the vanguard of strategic customers, it has an in-depth understanding of the local construction industry in advance, and strives for the smooth landing and production of the enterprise.
It is worth noting that although the battery new energy industry as a whole is improving, in the past two years, under the background of the flocking of new energy enterprises and the strong injection of capital, industrial resources have concentrated on the battery track, and the surplus phenomenon is obvious, and the capacity utilization index is worrying.
In this regard, Xu Zhiliang emphasized that the new energy industry is not only a policy industry but also a market industry, and short-term structural adjustment will not affect the future development trend. In the face of the overall structural surplus of the battery new energy industry, the company on the one hand is to ensure the timely and smooth delivery of projects under construction, on the other hand, to adjust the development ideas, from the increment to the stock, the use of their own business expertise and advantages to participate in the upgrading of the plant, for the development of the industry energy storage.
Conclusion:In Xu Zhiliang's view, the in-depth development of the new energy industry for the refinement of cooperation, butler service requirements are getting higher and higher, the construction party from the construction general contracting to the general contracting of the project to change, the construction party is not only according to the drawings of the construction, but also to have a deep understanding of the service industry, in advance to get involved in the design, the use of their own professional advantages to help customers design more energy-saving, More cost-saving and shortened construction period solutions, and in the construction process with customers to optimize the use of optimal materials, in the operation and maintenance stage can also be in-depth cooperation with customers to achieve a full life cycle strategic partnership.
At present, advanced technologies represented by industrial Internet, artificial intelligence, and 5G are helping China's manufacturing industry to upgrade to digital and intelligent in an all-round way. The general construction party of Nantong Sijian is condensing ingenuity to build a number of "future factories", injecting new momentum and vitality into the digital transformation of the new energy manufacturing industry, accelerating from "Made in China" to "Made in China", and moving towards a high-quality development path.