List of capacity to be put into the global lithium

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List of capacity to be put into the global lithium battery industry in 2019

in recent years, China's new energy vehicle and power battery industry has developed rapidly. According to relevant data, in 2018, China's cumulative output of power batteries reached 70.6gwh, sales reached 62.3gwh, and the loading volume totaled 56.9gwh, an increase of 56.3% year-on-year. In the face of rapidly expanding production, the competition among major battery manufacturers is becoming more and more intense. Not only China, Japan and South Korea are competing, but Europe, the United States and Southeast Asia have also joined the war without smoke of gunpowder. In order to better understand the new trends of global lithium battery industry investment, SMM has sorted out the investment news of enterprises for lithium batteries this year and updated it from time to time

Panasonic China

the indication error caused by it is a positive difference. It plans to increase the production capacity of factories in China and add two power battery production lines

at the end of 2018, according to foreign media reports, Panasonic plans to spend "hundreds of millions of dollars" to deploy two new production lines in battery factories in China. "He also said that the new production lines. This is to comply with the growing market demand for power batteries. Panasonic is planning to nearly double the power battery capacity of its factories in China. At the end of 2015, Panasonic invested 2.7 billion yuan to build the first power battery plant in China. The capacity of the plant is close to 5gwh, which can meet the carrying demand of 200000 electric vehicles. After adding two production lines, the capacity is expected to increase by 80%. On March 13 this year, Panasonic Dalian factory officially produced and supplied goods. In addition, Panasonic has two other power battery plants in China, both in Jiangsu Province: the plant in Suzhou is dedicated to the production of power batteries for Tesla, which was officially put into operation in 2017 and can reach a capacity of 35gwh this year and next year; Another factory is located in Wuxi, which officially started construction at the end of September this year and is expected to start production in September 2019. By then, the plant will achieve an annual capacity of 30gh and an output value of about 100billion yuan

LG Chemical has invested 7.2 billion yuan to build a new battery factory in China:

in early January, LG Chemical announced that it plans to invest 1.2 trillion won (about 7.2 billion yuan) again by 2020 to build a power battery factory and a small battery factory in Xingang Development Zone, Nanjing, China. The two factories invested 600billion won each, and the relevant investment contract was signed in Nanjing on January 9. LG Chemical said that the investment and construction of the plant in China was mainly to cope with the growing demand for batteries brought by new energy vehicles and electronic products

Samsung plans to invest and build power battery and MLCC projects in Tianjin, with a layout of 2020:

in December last year, Tianjin and SamSung China revealed that Samsung plans to adjust some product structures in Tianjin, invest in new projects such as power battery production lines and automotive MLCC plants (multi-layer ceramic electric containers), with an additional investment of $2.4 billion. Previously, insiders said that Samsung was eyeing the market after the withdrawal of China's new energy vehicle subsidies in 2020. Samsung SDI also clearly pointed out in the financial report of the first quarter of this year: "we will prepare for the end of the (China's) new energy vehicle subsidy policy in 2020." In addition, Samsung Electric Co., Ltd. invested in the construction of an automotive MLCC plant in TEDA. The project is expected to be completed by the end of next year and put into operation in 2020. After completion, Tianjin will become one of the major overseas MLCC production bases of Samsung electric

Ningde times cooperates with Honda to develop pure electric vehicle batteries and will build a base in Tochigi Prefecture in the first half of the year:

according to the Japanese economy on February 10, China Ningde times new energy technology company (catl), the world's largest vehicle battery enterprise, announced on February 5 that it will cooperate with Honda to jointly develop lithium-ion batteries for pure electric vehicles (EVS). Ningde times will supply batteries to all electric vehicles and plug-in hybrid vehicles (PHV) launched by Honda in the future. Ningde era supplies batteries to BMW, Volkswagen and other large automobile enterprises in the world. In the future, we will strengthen trade with Japanese enterprises including Honda and explore the world market. Ningde times and Honda officially reached an agreement on the 4th. Ningde times will supply Honda with 56 gigawatt hours (GWH) of batteries under a long-term contract until 2027. In order to cooperate with Honda's research and development, Ningde times will build a base in Tochigi County in the first half of 2019

Geely cooperates with Qianjiang Motorcycle to develop power lithium battery project:

on January 28, Qianjiang Motorcycle issued the announcement on related party transactions of the holding company entrusted to develop power lithium battery and system projects, which said, Taizhou Qianjiang New Energy Research Institute Co., Ltd. ("Qianjiang new energy company"), the holding company of Qianjiang Motorcycle, signed the "technology development (entrustment) contract" with Jingzhou Geely Automobile Research and Development Co., Ltd. ("Jingzhou Geely company"). Jingzhou Geely intends to let Qianjiang new energy company become its battery supplier and entrust the power lithium battery development project to Qianjiang new energy company with the contract consideration of 28.9212 million yuan (including tax). The projects involved in the technical contract of both parties include the development of soft pack ternary 50ah lithium battery, soft pack ternary 37AH lithium battery, soft pack ternary 47ah lithium battery, 48V start stop lithium battery and above lithium battery systems

Xingyuan material will supply more than 40million square meters of lithium battery diaphragm products to Funeng technology in 2019:

on January 28, the latest announcement of Xingyuan material showed that the company signed a cooperation agreement with Funeng Technology (Ganzhou) Co., Ltd. ("Funeng technology"), which determined the purchase plan, purchase unit price and other specific elements of lithium battery diaphragm products in 2019. According to the contract, both parties agreed that the guaranteed supply demand of lithium battery diaphragm products in 2019 is not less than 40million square meters. Due to the influence of market, customer demand, national policies and other factors, the annual total purchase volume is allowed to be adjusted within 20%. Xingyuan material said that if the guaranteed supply of the agreement is fully implemented, the estimated contract amount is about 102 million yuan, which is expected to have a positive impact on the company's operating performance in 2019. This cooperation will provide a good foundation for the follow-up more comprehensive and in-depth cooperation between the company and Funeng technology

Weifeng 2 billion power battery line is planned to be put into operation in August 2019:

according to the news in mid January, Shenzhen Weifeng new energy Co., Ltd. officially signed an investment agreement for power battery production project with Hubei Enshi Municipal government. The total investment of the project is about 2billion yuan, and it is planned to be put into operation in August 2019. Project planning: four power battery production lines will be built by the end of August 2019. In 2020, two new power battery cell production lines and solid-state cell production lines will be built. In 2021, four power battery production lines and two power battery cell production lines will be built. It is preliminarily estimated that the project will form a complete industrial chain system in 2022, with an annual revenue of more than 4billion yuan. Meanwhile, Weifeng new energy will be put into production in 2020, making it the first enterprise in China to start mass production of solid-state cells

Fujian Longyan Gaoge micro buckle invested in the construction of 400million micro lithium (3) battery projects with insufficient support capacity for some key materials:

it was reported in mid January that the micro lithium battery project invested and constructed by Longyan Gaoge micro buckle Technology Co., Ltd. ("Longyan Gaoge micro buckle") was settled in Fujian Liancheng Industrial Park and started construction, with a total investment of 400million yuan. The project is divided into two phases, with an investment of 200million yuan in the first phase to build a production project with an annual output of 30million button batteries. It is planned to complete the trial production at the beginning of this year; The second phase will invest 200million yuan to build a production project with an annual output of 30million needle batteries. The second phase of the project has been completed and put into production, and the annual output value is expected to reach 500million yuan

Europe and the United States

Blackstone Switzerland plans to invest 200million euros to build a large power battery factory in Europe:

on January 14, Blackstone resources Ag ("Blackstone") announced that it will invest 200million euros (about 1.541 billion yuan) to build a large power battery factory in Erfurt, Thuringia, Germany. It is reported that the battery factory is wholly owned by Blackstone, and the construction of the factory will also be undertaken by Blackstone. Blackstone hopes that the subsequent development will receive financial support from the EU research and development fund and German governments at all levels. Blackstone said that the purpose of the large-scale power battery factory invested and built in Germany this time is to manufacture batteries for the next generation of electric vehicles. According to Blackstone, according to the plan, after the completion of the first phase of the project, the plant can produce 100million electric cells per year, meeting the demand of 2. 5% The demand for 10000 new energy electric vehicles and the capacity expansion in subsequent stages will be adjusted according to the market demand

Volkswagen has set up a power battery production department to adapt to the large-scale mass production of electric vehicles:

in late January, Volkswagen said it would set up a department to produce power batteries for electric vehicles. The company is preparing to produce electric vehicles on a large scale and carry out a comprehensive reform of the parts department that currently produces engines, transmissions and steering components. Volkswagen plans to invest 870million euros (about 985.45 million US dollars) to develop electric vehicle parts by 2020. The newly opened battery department will be responsible for the manufacture of batteries and battery packs, and supervise the recycling of old batteries. Volkswagen brand plans to invest more than 11billion euros (about US $12.5 billion) in electrification, digitalization, autonomous driving and mobile travel services by 2023, of which 9billion euros will be used for the electrification of vehicle models. Volkswagen currently has two all electric vehicles. By 2025, this number will increase to about 20 models, and the planned output will exceed 1million vehicles. In China, the core market of Volkswagen brand, Volkswagen is building two electric vehicle factories in Anting and Foshan, which are expected to be put into operation in 2020

Mercedes Benz plans to invest more than 1billion euros in establishing a battery factory in Poland:

on January 22, Mercedes Benz officials learned that Mercedes Benz will establish a battery factory in Jawor, Poland, thereby expanding the global battery production network to 9. Mercedes Benz plans to invest more than 1billion euros (about US $1.2 billion) to build a global battery production network, including global plants in China, Germany and the United States. At present, Mercedes Benz has formed a global battery production network, including the No. 1 and No. 2 battery plants in karmenz, Germany (the latter will be completed in 2018), turkheim battery plant in Germany, Beijing battery plant, Tuscaloosa battery plant in the United States and Thailand battery plant. These factories can prepare export battery packs as needed. Mercedes Benz plans to launch more than 50 electric vehicles by 2022, and launch at least one electric vehicle model for each of its models. The first electric vehicle launched will be the pure electric EQC produced by Bremen factory in Germany and BBAC factory in Beijing in 2019

South Korean battery manufacturer SK innovation plans to invest an additional 5billion dollars in the United States:

on January 8, according to foreign media reports, South Korean battery manufacturer SK innovation has previously announced an important investment plan for American factories. However, the company is now considering additional investment, which aims to improve its competitiveness to compete with Tesla's gigafactory 1 super factory in Nevada. At present, SK innovation is considering expanding its investment scale in a relatively high-profile way, and its goal may be to be on an equal footing with Tesla and Panasonic. "The CEO of SK innovation said on Friday (January 4 local time) that SK innovation was considering reinvesting up to $5billion in its production business in the United States," according to the report of auto

Southeast Asia and India

India plans to build the first lithium-ion battery super factory:

on January 23, according to India's economic times on January 23, India plans to build the country's first gigawatt

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