The first phase of BYD Xining Nanchuan Project was put into operation. After the project is fully put into operation in 2019, the annual production capacity will reach 24GWh, and it will become the world's largest and intelligent leading-edge power battery factory.
'BYD has always been regarded as a manufacturer of new energy vehicles. In fact, BYD is the only company in the world that produces both new energy vehicles and power batteries. And BYD itself is a company that started from energy storage batteries. From 1995 So far, in the battery field, it has more than 24 years of R&D, design, production and application experience. ' On June 28, BYD Qinghai Xining Nanchuan Battery Factory Phase I project was put into production, BYD Co., Ltd. Vice President, Battery Business Group CEO He Long said in an interview with the reporter.
Power battery is the 'heart' of electric vehicles, which is the key to affecting the large-scale popularization of electric vehicles. Qinghai Xining Nanchuan Power Battery Factory Project is also known as one of BYD's most important and core initiatives to accelerate the global transformation to electric mobility. It is understood that the power battery factory has a total investment of more than 25 billion yuan, and the planned production capacity is 24 GWh. At present, the first phase of 10 GWh is completed and the line is expected to be fully operational in 2019. By then, Qinghai Xining Nanchuan will become a global The largest power battery factory.
Control raw materials layout upstream
The national new energy vehicle subsidies are rapidly declining, the cost of raw materials is increasing, and the market has become the touchstone for testing the strength of enterprises.
In order to minimize the production cost, BYD laid out early, Geermu, Qinghai, Nanchuan, Haidong, and three lithium-related industrial parks were launched. From the upstream raw material end of the power battery, the core materials of the power battery, lithium and cobalt were ensured. At the same time, these three industrial parks can not only drive the local economic development of Qinghai, but also lay a solid foundation for Qinghai Province to realize the '100 billion lithium battery industry base'. China's 100 billion lithium battery industry map is beginning to appear.
The data shows that Qinghai is rich in lithium resources, and it has concentrated more than 70% of the proven lithium resource reserves in China, and has become the first choice for BYD's expansion of power battery capacity.
In January 2017, BYD and Qinghai Salt Lake Industry Co., Ltd. and Shenzhen Zhuoyucheng Investment Co., Ltd. jointly invested in Qinghai Salt Lake BYD Resources Development Co., Ltd. established in Golmud, and laid out the upstream raw materials. The company plans to build an annual output of 30,000 tons of batteries. Lithium carbonate project.
At present, the company has made a major breakthrough in the preparation technology of lithium sorbent in Salt Lake. It has mastered the preparation technology of lithium sorbent from lithium in salt lake brine. The breakthrough of this research is the key to the commercialization of lithium in salt lake. This time, Qinghai Xining Nanchuan Industrial Park covers an area of 1,500 acres, equivalent to the area of 140 standard football fields, and will be built into the world's largest ecological power battery factory with the highest level of intelligence.
'After all put into production, it can meet the battery demand of 1.2 million new energy vehicles 'Tang'. 'General Manager of the brand and public relations department of BYD Co., Ltd., Li Wei, director of the president's office, said in an interview that BYD also set up a global orientation. Haidong Linkong Industrial Park of the material base. Lithium carbonate produced by Golmud, lithium hydroxide, transported to the base, can produce lithium iron phosphate and lithium nickel cobalt manganese ternary materials for the battery, and the park also It is planned to have diaphragm paper, electrolyte, anode graphite, etc. The main raw materials needed to produce power batteries are included.
Judging from the layout of BYD, these three lithium industrial bases are mutually supportive. BYD's entire industrial chain of Qinghai Power Battery has taken shape. 'The company cooperates with lithium resources upstream enterprises to realize the technical advantages of BYD Power Lithium Battery and Lithium Salt Lake. The resources are closely integrated, giving full play to their respective technological innovation capabilities and market development capabilities to achieve win-win cooperation. Among them, cobalt is a necessary raw material for ternary lithium batteries, in addition to price increases, the more important is the supply system. Security, therefore, BYD also shares in the upstream cobalt resource companies to ensure supply. 'He Long stressed.
Meet domestic demand, increase external supply
The timetable for the ban on the sale of traditional fuel vehicles in various countries has been released one after another. The global electrification of transportation is a foregone conclusion. Under the guidance of national policies, China's new energy automobile industry has also achieved rapid development. The proportion of sales increased from 0.03% in 2011 to 2017. 2.69% has become the world's largest new energy vehicle market. Relevant institutions predict that the global new energy vehicle industry will soon be out, and the lithium battery industry, the core raw material for power batteries, will have much to offer.
Relying on the strong power battery technology strength, BYD New Energy Vehicles is based in Shenzhen and has a global layout. It has become the first automobile brand in China to fully enter the developed markets of Europe, America, Japan and Korea.
Up to now, BYD has opened up more than 50 countries and regions, more than 200 cities. 'Overseas markets are everywhere, the US market, BYD bus share of more than 80%, the United Kingdom more than 50%, at the same time, also seized large orders in Japan, This year will add a part. ' Li Wei said.
In 2017, BYD new energy passenger cars, pure electric vehicles, and power batteries were all reported frequently. Among them, new energy passenger cars sold 113,000, cumulative sales exceeded 350,000; pure electric buses sold 14,300, cumulative sales exceeded 35,000 vehicles, all of which ranked first in the world in their respective fields for four consecutive years, and all of their energy vehicles are equipped with power batteries independently developed by BYD.
As the world's largest power battery manufacturer, BYD's battery production efficiency is at least 5 years ahead of the industry. In 2020, the total production capacity of BYD's power battery is expected to reach 60GWh. Qinghai Xining Nanchuan project, the first is to make the quality The cost is lower and the efficiency is higher. Only in this way can the electric vehicle industry support it. 'He Long revealed that Qinghai Xining Nanchuan Power Battery Factory plans to produce all ternary batteries, which will account for 40%-50% of BYD's power batteries. Production capacity.
It is understood that BYD power battery contains two important technical routes: lithium iron phosphate battery and ternary battery. The production lines of the two batteries can be applied to each other. The production capacity of the two technical routes can be adjusted in the short term according to demand. flexible.
With the commissioning of the Nanchuan Power Battery Plant in Xining, Qinghai, the situation of BYD Power Battery will be changed to supply domestic demand. According to BYD's plan, it will be flexible to supply externally according to market needs, and experience in battery and new energy. Power battery demand is well matched. 'BYD's follow-up strategy is open, including partners at home and abroad, Europe and the United States. In 2018 there are 200,000 new energy passenger car products target car target, with Europe, the United States, Japan and Korea They are all negotiating, and the battery capacity is very large. ' Li Wei said.
Battery business split meets investor needs
The reporter was informed that in order to grasp the new market opportunities, BYD is accelerating the power battery splitting business that has been promoted. BYD, deputy general manager of BYD's lithium battery division, told the media that it is expected to be split by the end of 2018 or early 2019, and will be completed in 2022. In 2023, BYD Power Battery will be listed separately. This news has also been confirmed by He Long. 'This move is in line with the needs of BYD investors, customers have such a will, and soon there will be some planning information. 'He Long Say.
BYD's 2017 annual report shows that BYD's revenue in 2017 was 105.9 billion yuan, up 2.36% year-on-year; net profit was 4.066 billion yuan, down 19.51% year-on-year; net cash inflow from operating activities was 6.37 billion, up 445% year-on-year. In the strategy, BYD's battery advantage will be used to connect all vehicles, indicating that BYD will enter other transportation fields. The split battery business is also the trend of the times.
BYD Auto's battery business has been split and operated independently. This decision has been implemented within BYD. BYD will break the original vertically integrated production operation mode, which means BYD will use the core technology of the power battery module to the whole new energy. Automotive market supply.
It is reported that in BYD's split plan, whether it is the lithium iron phosphate that it has been betting on, or the ternary lithium battery that it was involved in, it will be fully supplied to all the car companies in the market.