Strong market demand promotes the rapid growth of track leaders. Recently, as one of the representative companies of lithium batteries for two-wheeled vehicles, Boliwei disclosed a number of announcements, among which the first performance report after listing and the battery project that cost 3 billion yuan to expand production attracted attention.
According to reports, in the first half of the year, Boliwei achieved operating income of 102 1 billion yuan, an increase of 89.34% year-on-year; The net profit attributable to shareholders of listed companies was 85.478 million yuan, a year-on-year increase of 6.465438+0%; The net profit attributable to shareholders of listed companies after deducting non-recurring gains and losses was 86,466,400 yuan, a year-on-year increase of 68.5%.
Regarding the double increase in revenue and net profit, the company said that it was mainly due to the strong demand in the downstream market, and the company actively explored the market. Production and sales in domestic and international markets have increased significantly compared with the same period of last year.
From the perspective of business composition, the company's main business income mainly comes from lithium-ion batteries for light vehicles, consumer electronics batteries, energy storage batteries and lithium-ion batteries.
During the reporting period, the company's lithium-ion battery business for light vehicles continued to grow, the consumer battery business continued to develop steadily, and the production scale of lithium battery and energy storage battery business gradually expanded.
It is understood that at present, Boliwei has become a qualified supplier of domestic well-known electric two-wheeled vehicles such as Mavericks Electric, Yadea Holdings, Emma Technology, Xinri Co., Ltd., and has successfully developed electric off-road motorcycle customers such as Xiaolong Technology, and established stable cooperative relations with well-known foreign electric bicycle customers such as Germany, Romania, Denmark and France.
In addition, Boliwei has established cooperation with a number of battery companies. On August 20th, Boliwei signed a strategic cooperation agreement with Funeng Technology, and the two parties agreed to strive to achieve the goal of purchasing power batteries with a total power exceeding 3 kWh by the end of 2025.
In addition, the current light-duty lithium battery market is at an inflection point, and battery technology innovation, performance improvement and cost reduction are related to the core competitiveness of enterprises in the future.
In terms of research and development, Boliwei said that by the end of the reporting period, the company and its subsidiary * * * had 267 patents, including 365,438+0 invention patents and 40 software copyrights.
At the same time, through practical exploration, the company has mastered four core technologies, such as intelligent management of battery pack, design of key structural parts of battery pack, preparation of high-performance lithium battery energy storage devices, and independent design of lithium battery manufacturing equipment and fixtures, which has kept the company competitive.
More intuitively, the company's R&D investment in the first half of 2002/KLOC-0 increased by 82.95438+0% compared with the same period of last year. Mainly due to the salary increase of R&D personnel and direct investment in R&D projects.
At present, Boliwei has 19 research projects, and the estimated total investment scale is about1.1.800 million. Among them, the research and development of lithium battery related technologies account for the majority, including the research and development of different types of batteries such as 18650 battery and 34 130 large cylinder.
It is worth mentioning that Boliwei still has some reserves in solid-state battery technology. In this regard, the company said that the biggest demand for solid-state lithium batteries comes from the automotive industry. In addition, consumer electronics, smart home, aerospace and other fields also have a certain demand for solid-state lithium batteries.
Boliwei's performance in the first half of the year was good, reflecting the hot situation of the current two rounds of lithium battery market.
By 2020, the total output of electric two-wheeled vehicles in China will be 48.34 million, an increase of about 27.2% year-on-year, and the cumulative social ownership will reach 340 million.
Among them, the overall penetration rate of lithium-ion electric two-wheeled vehicles has exceeded 20%, and the corresponding installed capacity of lithium batteries has exceeded 10GWh. It is estimated that the penetration rate of lithium batteries is expected to reach 50% in 2023, and the demand for lithium batteries will increase several times.
On this basis, the development of * * * enjoyment motorcycles and the birth of power exchange mode are expected to continue to catalyze the incremental market. Industry insiders predict that the corresponding market size will exceed 1000 billion in the future.
The huge "cake" has set off a new round of market competition, and the giants have started the staking mode. At present, traditional power battery companies such as Contemporary Ampere Technology Co., Ltd., BYD, Guo Xuan Hi-Tech and Yiwei Lithium Energy have entered the track.
Among them, contemporary Ampere Technology Co., Ltd., as the leader of lithium batteries, is "coming to the forefront". Only this year, Contemporary Amperex Technology Co., Ltd. first joined ATL to invest 654.38+0.4 billion yuan to lay out the domestic energy storage and two-round lithium battery market, and then joined hands with Yadea to promote the two-round battery exchange cooperation project in Zhaoqing.
It can be predicted that the entry of new forces will definitely stir up the market structure of two rounds of lithium batteries, and how to seek a breakthrough in the increasingly fierce competition has become the focus of the original leading enterprises.
In the performance report of the first half of the year, Boliwei mentioned that on the one hand, there is still a gap between the company and the track industry leader in scale, and on the other hand, with the traditional power lithium battery giant entering the market, the company will face the risk of intensified market competition.
In addition, at present, the company's production capacity can no longer meet the continuous growth of downstream customers' order demand, and it is urgent to expand production capacity through new production lines to achieve a balance between supply and demand.
Therefore, in order to further expand the production capacity of lithium batteries and energy storage batteries and enhance the market competitiveness, Boliwei announced on the same day that the company intends to sign an investment agreement with the People's Government of Wangniudun Town, Dongguan City, with a total investment of about 3 billion yuan and an annual output value of not less than 20 million yuan per mu (annual output value of about 2.4 billion yuan).
The project is called the R&D and production headquarters project of Boliwei lithium battery core and energy storage battery, which is invested in two phases and is expected to be completed in 5-6 years.
At the same time, in order to promote the implementation of the project, Boliwei also announced that the company will use the over-raised funds of 654.38+39 million yuan and its own funds of 6 million yuan to increase the capital of its subsidiary Dongguan Kaide to speed up the construction of the power lithium-ion battery production line.
Boliwei said that with the promotion of production capacity construction, the utilization rate of self-produced batteries will be further improved, the cost of lithium batteries for two-wheeled vehicles will be reduced, the competitiveness of domestic lithium batteries for two-wheeled vehicles will be improved, the continuous growth of performance will be realized, and the company's market position will be improved.