Since 2023, the new energy market has entered a new round of supply and demand cycle, with the release of production capacity accelerating and the growth rate of demand slowing down.
Sheng Jianming, chairman of ZhijianengAt the 2023 annual meeting of high-tech lithium battery, it was said that under the risk of staged surplus, the knockout competition of different links in the lithium battery industry has been fired. However, the new energy industry is a long-term track, and the general trend of long-term development will not be changed due to periodic fluctuations.
As he said, the Matthew effect of the power battery industry has been further strengthened. According to the data, the installed capacity of power batteries from January to October, the proportion of TOP10 battery manufacturers was 973%, compared with 95% of the market share in 2022, an increase of 23%。
In this process, the leading battery companies have been expanding and stabilizing their advantages in brand, capital, scale, technology and channel establishment. As a result, the market concentration of advantageous enterprises in various subdivisions such as materials and equipment is also getting higher and higher.
As a leading provider of overall solutions for the back-end of lithium battery manufacturing, Zhijianeng continues to improve the self-development and self-production rate, continues to bind leading battery customers through technology iteration and optimization of mature products, and creates high-quality production capacity with stability, efficiency and cost advantages for customers from the domestic market to the overseas market.
Sheng Jianming emphasized that Zhijianeng will adhere to R&D investment in the field of new energy, extend the industrial layout, continuously iterate technology, actively promote the globalization strategy, and grow with the industry.
Meeting,Jiang Peiliang, director and partner of ZhijianengHe gave a keynote speech entitled "Lithium Battery Intelligent Manufacturing Upgrade, Cost Reduction and Efficiency Increase", which elaborated on the new plan of cost reduction and quality improvement in the field of new energy in the white-hot stage of lithium battery competition.
Advanced solutions for chemical composition and volume, a single production line saves 8 million years of electricity costs
In order to get the ticket to the new stage of new energy, for equipment companies, one is to reduce the cost of equipment itself, the second is to reduce the cost of production line investment, and the third is to enable batteries to reduce costs in the long term in production and operation. Jiang Peiliang said.
With 20+ years of experience in the field of intelligent manufacturing equipment, Zhijianeng has a lithium battery back-end component solution in the field of lithium battery, a lithium battery whole line warehousing and logistics automation system solution, and a global delivery service system.
Jiang Peiliang pointed out that chemical capacity is one of the links with the highest energy consumption in lithium battery production lines, and there are three major problems that plague the capacity separation process: first, it is affected by low current accuracy, poor average temperature characteristics of storage location, and large cell capacity margin, and the capacity test accuracy is low;Second, due to the difficulty of plant design and construction, long construction period and low commissioning efficiency, the construction cost of the production line is highThird, it is trapped in the problems of low efficiency of single machine, high power of fan in the plant, and large equipment failure rate, resulting in high energy consumption in factory production.
Focusing on the solution of the whole line of lithium battery back-end chemical capacity, Zhijianeng has launched the third-generation gallium nitride water-cooled all-in-one machine, and the power module adopts the third-generation semiconductor material gallium nitride, which can accurately control the current and voltage with an accuracy of 0025%fs+±0.025%rd, 5 bridge arm out-of-phase output, current ripple error less than 005% FS (within 200mA);Water-cooled internal circulation heat dissipation 2, constant battery charging and discharging temperature environment, greatly improving cell yield, higher capacity calculation consistency.
Compared with the traditional solution, the construction cost of the back-end component and volume whole line solution of Zhijianeng is effectively reduced by 15%-20%, the site occupied area is reduced by 30%, the commissioning period is shortened by 67%, and the production energy consumption of the factory is reduced by 20%.
Among them, the GaN power module is equipped with 700V DC bus technology, which greatly improves the charging and discharging efficiencyThe energy consumed by a full-capacity charge and discharge accounts for only 37% of the total energy of the battery, which is 60% lower than the traditional solution, and the distribution capacity is reduced by 10%.
Compared with the traditional split solution, the operating cost of the system is reduced by 25%. Taking the construction of a single production line in the battery cell factory as an example, it can save 11.43 million kilowatt-hours of electricity for the enterprise in a year, according to 07 yuan of electricity**, the annual cost savings of about 8 million yuan, reduce carbon dioxide emissions by more than 10,000 tons.
At the same time, it is matched with the chemical volume software system independently developed by Zhijianeng, which can help the terminal run more efficiently and stably.
From equipment cost reduction, construction cost reduction to operation cost reduction, Zhijianeng lithium battery back-end chemical volume whole line solution has achieved industry leadership.
Warehousing and logistics whole line automation system The self-developed and self-produced equipment has a self-production rate of 85%.
Zhijianeng's lithium battery warehousing and logistics automation system has many years of cooperation experience with leading customers in the industry. In terms of whole-line solutions, core stand-alone equipment and intelligent software systems, the self-developed and self-produced rate of Zhicanon's equipment is in a leading position in the industry.
It is reported that the cooperative customers of Zhijianeng's warehousing and logistics sector basically cover the leading enterprises in the lithium battery industry and enterprises with broad prospects in the market segment, including CATL, BYD, LG, China Innovation Airlines, Ruipu Lanjun, Honeycomb Energy, EVE Lithium Energy, Chuneng New Energy, Penghui Energy, Zhengli New Energy, Xinwangda, Lishen Battery, etc.
Jiang Peiliang said that in the process of expanding the production of lithium batteries in the past few years, the three major pain points faced by the warehousing and logistics link are the instability of the whole delivery process, the second is that the operation effect is not as expected, and the third is that the response service is not fast enough.
Around this, 85% of Zhijianeng's equipment is independently developed and produced to achieve high-quality delivery and operation. At present, the company has delivered more than 2,000 stacker cranes, more than 1,000 hoists, more than 200,000 meters of conveyor lines, more than 3 million storage locations, more than 400 shuttles, more than 600 elevators, and so on.
The solid data also confirms that the whole warehousing and logistics line of Zhicanon has been highly recognized by more and more customers in the terminal.
In terms of software, Zhijianeng also has a hard-core software R&D technology platform to provide customers with full-process customized services. The company has independently developed WMS warehousing information management system, WCS warehousing and logistics scheduling system and DMS digital twin monitoring system.
It can meet the pre-debugging requirements, and complete 90% of the business and high-load tests in the fieldFlexible customized development, the product interface is fully configurable;Visual editing of monitoring layout, customized development of digital twin 3D monitoring and other services.
Zhijianeng's ability to stand out in the fiercely competitive back-end equipment market is inseparable from its profound technical background, high supply rate of self-developed and self-produced, as well as continuous product innovation and iteration, ensuring efficient and high-quality delivery, and rapid after-sales response.
It is true that in the face of the long-term development of new energy, equipment enterprises can only have a strong and lasting leading force if they master the core technology and differentiated competitiveness.
Expand the overseas "circle of friends" and accelerate towards the world
At present, with the rapid growth of the global new energy market, Chinese enterprises are facing multiple challenges when going overseas, such as the impact of geopolitical and cultural differences, overseas local laws and regulations, overseas first-class chain management, high labor costs and other operation and maintenance problems, as well as technical barriers and talent going overseas.
Jiang Peiliang said that Zhijianeng relies on the integration of advantageous resources to continue to expand the overseas "circle of friends". The company has signed a strategic cooperation agreement with Huawei Digital Power, which can share Huawei's local service team overseas. It greatly solves the challenges encountered by non-core technologies overseas, and quickly establishes overseas delivery advantages.
At present, Zhijianeng has set up a wholly-owned subsidiary in Hungary, an international R&D center in Singapore, and offices in the United States, Germany and Slovakia.
At the same time, the company has also carried out cooperation and exchanges with the Ministry of Commerce of China and the Ministry of Energy of many overseas countries, and continued to strengthen scientific and technological innovation cooperation with the "Belt and Road" countries, laying a good foundation for the future overseas product delivery and localized manufacturing of Zhijianeng.
Jiang Peiliang finally emphasized that Zhijianeng has always been grateful for the trust and support given by downstream customers and upstream businessmen, and the company also looks forward to moving forward hand in hand with the industry to go through the cycle and grow resiliently.