[Power Battery] 1. The total investment is 5 billion yuan! The first phase of Levi Energy's 10GWh power battery project has been put into operation and the second phase has started 2. Shanmu New Energy's subsidiary signed an 80 million tier lithium battery purchase contract with China Tower 3. Jianrui Wo Energy's debt The restructuring introduced a strategic investor for Tianjin New Energy Battery Company. From April 1 to April, the installed capacity of soft pack batteries doubled. The soft pack battery production capacity continued to rise. 5. Over 200,000 tons of power batteries will be retired. Retired power batteries are heterogeneous compatible utilization and intelligent disassembly technology projects. Start 6. Plan to invest 5.1 billion Yuan. The Xiongtao Hydrogen Energy Wuhan Industrial Park and Headquarters Base Project was signed in Wuhan 7. Invest 1 billion Yuan! Deran Power has signed a contract to produce 3,000 sets of vehicle fuel cell power systems per year 8. China’s first sodium-nickel battery is about to go abroad [New Energy Vehicles] 1. Guangzhou Automobile Group: The newly launched pure electric model has received nearly 50,000 orders 2 BYD: Received 3.458 billion yuan in national new energy vehicle promotion subsidies 3. Kangsheng Co., Ltd.’s subsidiary received 153 million yuan in national new energy vehicle promotion subsidies 4. Tesla fell for the sixth consecutive trading day: a drop of 20% 5. Ford's pure electric SUV Mach-E will be unveiled at the end of 2019 6. BNEF: China is expected to account for 48% of global electric passenger car sales in 2025 7. Mass production is imminent. Sono solar electric vehicle has received 10,000 orders. Follow Power Battery Network , learn about the big and small things in the power battery industry every day! Industrial chain 1. Total investment of 5 billion yuan! The first phase of Levi Energy's 10GWh power battery project was put into operation and the second phase of construction started. On the morning of May 23, the first phase of Levi Energy's 10GWh power battery project and the commencement ceremony of phase two were held in Chuzhou, Anhui. The project covers an area of about 332 acres, with an existing factory building of 86,000 square meters, and a total investment of 5 billion yuan. It will be completed in two phases. Each phase has a planned annual production capacity of 5GWh. When the project is completed, it is expected to achieve an annual output value of 10 billion yuan, with a planned number of employees of more than 1,500. 2. Shanmu Xinneng’s subsidiary signed an 80-million-tier lithium battery purchase contract with China Tower. New OTC Company Shanmu Xinneng announced that recently, the company’s holding subsidiary Shenzhen Xinmu Electronic Technology Co., Ltd. signed an agreement with China Tower Co., Ltd. China Tower’s third batch of cascade lithium battery equipment and related services procurement contract, with a contract value of 80.004 million yuan. 3. Jianrui Woneng’s debt restructuring introduced strategic investors for Tianjin New Energy Battery Company. On May 22, Shaanxi Jianrui Woneng Co., Ltd. issued an announcement on the progress of introducing strategic investors. Xi'an Jianrui Litong New Energy Technology Co., Ltd., a wholly-owned subsidiary of Jianrui Woneng, has entered into cooperation with Nanjing Liteng New Energy Technology Co., Ltd., Beijing Zhongyuxing Investment Management Center (limited partnership), Suzhou Ankuan Power Co., Ltd., Tianjin Ping Technology Development Co., Ltd. and Zheng Xiangyang signed the "Shaanxi Litong No. 1 New Energy Partnership (Limited Partnership) Partnership Agreement" in Beijing, and plan to jointly initiate the establishment of Shaanxi Litong No. 1 New Energy Limited Partnership (tentatively, with the name of industrial and commercial Subject to registration) (the general partner (GP) of this limited partnership is Jianruilitong, and the limited partner (LP) is the above-mentioned partner. Its registered capital is RMB 50.5 million, and Jianruilitong intends to subscribe The investment amount is RMB 500,000. The installed capacity of soft-pack batteries doubled from April 1 to April. The production capacity of soft-pack batteries continues to rise. As new energy passenger vehicles gradually become the main force in the growth of the new energy vehicle market, the installed capacity of soft-pack batteries also increases. Entering the "fast lane". Data from the Power Battery Application Branch shows that from January to April this year, the installed capacity of soft-pack batteries in new energy vehicles in China reached 1580.87MWh, a year-on-year increase of 106.09%. Among the installed capacity of soft-pack batteries, New energy passenger vehicles account for nearly 90%. According to statistics, from January to April this year, 21 companies have installed soft-pack batteries. Compared with the same period last year, 6 new faces appeared in the top 10 camps, respectively. They are: Duofludo, Jiewei Power, Kanai New Energy, Thornton New Energy, Henan Lithium Dynamics and CATL. Among them, Duofludo, Kanai New Energy, Thornton New Energy, and Mengguli soft-core in the same period of 2018 The installed capacity of battery packs are 6.72MWh, 2.55MWh, 0.20MWh, and 25.24MWh respectively, with increases of 3525.45%, 6233.73%, 48320%, and 83.91% respectively during the same period this year. 5. Over 200,000 tons of power batteries will be retired and retired power batteries are heterogeneous and compatible Utilization and intelligent disassembly technology project launched. Currently, the number of new energy vehicles in China exceeds 2.19 million, and it is expected to reach 5 to 6.3 million in 2020. More than 200,000 tons of power batteries will be retired. The retired batteries should be utilized step by step and accurately dismantled and recycled. It has an urgent practical need and is also a powerful measure to promote the sustainable development of the new energy vehicle industry. To this end, the national key research and development plan "Solid Waste Resource Recycling" has specially deployed "Heterogeneous Compatible Utilization and Intelligent Disassembly Technology of Retired Power Batteries" R&D tasks, after public declaration and strict review, the project led by Tianjin Lishen Battery Co., Ltd. was finally approved. 6. The planned investment of 5.1 billion Xiongtao Hydrogen Energy Wuhan Industrial Park and Headquarters Base Project was signed in Wuhan. Recently, it is reported that The Vision Hydrogen Energy Wuhan Industrial Park and Headquarters Base Project was signed in Wuhan. The project plans to invest 5.1 billion and is mainly engaged in the research and development, testing, production, display and sales of hydrogen fuel cell membrane electrodes, stacks, engines and other products, as well as project incubation. After the project reaches full production, the annual production plan is to produce 500,000 square meters of hydrogen fuel cell membrane electrodes, 100,000 sets of hydrogen fuel cell engines, and 100,000 sets of hydrogen fuel cell stacks. 7. Invest 1 billion yuan! Deran Power Year It is reported that Jiaxing Deran Power Systems Co., Ltd. has recently signed a contract to settle in Liangjiang New Area. It will invest 1 billion yuan to build an annual production capacity of 3,000 sets of vehicle fuel cell power systems and core components in Liangjiang New Area. Production base. The output value of the project is expected to reach 2.5 billion yuan after reaching full production. Among them, the first phase plans to build a production base with an annual output of 1,000 sets of vehicle fuel cell power systems and core components to enhance local supporting capabilities for new energy vehicles. 8. my country’s first sodium-nickel battery is about to go abroad. According to People’s Daily Online, Zhejiang Anli Energy Co., Ltd., located in Huzhou Changxing Economic and Technological Development Zone, Zhejiang, is currently rushing to produce sodium salt battery order products. The first sodium-nickel battery produced by the company is Salt batteries will go abroad for the first time in June and be exported to “Belt and Road” countries. It is reported that on April 1 this year, the energy storage system of the communication base station of the No. 6 monitoring pole in Zhijiang Road, Jianggan District, Hangzhou, China Unicom, used sodium-nickel batteries, becoming the first sodium-nickel battery energy storage pilot project completed and put into use in China. New energy vehicles 1. GAC Group: The newly launched pure electric model has received nearly 50,000 orders. It is reported that GAC Group (601238) stated at an investor exchange event that GAC New Energy is based on a new second-generation pure electric platform. In 2019 Launched two pure electric models, AionS and AionLX. AionS was launched on March 27, 2019, and has received orders for nearly 50,000 units so far. At the same time, the company will promote the research and development of core components such as electromechanical coupling systems, integrated electric drive IDUs, and power battery cells as planned. 2. BYD: Received 3.458 billion yuan in national new energy vehicle promotion subsidies. BYD announced on the evening of the 22nd that its holding subsidiary BYD Auto Industry today received 3.458 billion yuan in national new energy vehicle promotion subsidies from the Shenzhen Pingshan District Finance Bureau. , of which the new energy vehicle subsidy liquidation and supplementary liquidation funds in 2016 were 3.126 billion yuan, and the supplementary liquidation funds in 2017 were 332 million yuan. The national new energy vehicle promotion subsidy received this time will increase the company's cash flow, reduce the company's interest expenses, reduce financial expenses, and will also have a positive impact on the reduction of the company's asset-liability ratio. 3. A subsidiary of Kangsheng Co., Ltd. received a national new energy vehicle promotion subsidy of 153 million yuan. On May 22, Kangsheng Co., Ltd. (002418) issued an announcement stating that the company’s wholly-owned subsidiary Zhongzhi Yike Chengdu Automobile Co., Ltd. On May 21, the Chengdu Municipal Finance Bureau received the liquidation of 64.96 million yuan of central financial subsidy funds for the promotion and application of new energy vehicles in Chengdu in 2016 and the pre-appropriated central financial subsidy funds for the promotion and application of new energy vehicles in Chengdu of 88.45 million yuan, totaling Received new energy subsidy funds of RMB 153.41 million. 4. Tesla fell for the sixth consecutive trading day: the drop reached 20%. On May 23, it was reported that after Citibank lowered the target price of Tesla stock, the faltering electric car company declined on Wednesday. The automaker's stock extended a recent sell-off that left recent buyers, including Chief Executive Officer Elon Musk, stranded with losses totaling $175 million. Tesla shares fell 5.5% to $193.88, the first time they fell below $200 since late 2016. In an effort to raise new capital and buy more time to stem losses, the company sold $1.84 billion worth of convertible bonds and nearly $900 million in stock on May 2. Since then, the market value of Stella's share price has Dropped by a fifth. 5. Ford's pure electric SUV Mach-E will be unveiled at the end of 2019. Recently, Ford (North America) officially revealed that it plans to debut a heavyweight pure electric crossover SUV before the end of 2019, and name it "Mach-E". The new car is developed based on a new platform and is equipped with a four-wheel drive system. In addition, the car is scheduled to go on sale in 2020. In terms of power, the only officially disclosed parameter detail is the cruising range. It states that the Mach-E can achieve a cruising range of 595km (370 miles) under WLTP standards. At the same time, it is expected that there will be a more entry-level version with smaller battery capacity and cruising range. It is reported that the new car will be a model designed for the global market, and the first batch of deliveries may begin in Europe. 6. BNEF: China is expected to account for 48% of global electric passenger vehicle sales in 2025. Bloomberg New Energy Finance (BNEF) released the "Long-term Outlook for the New Energy Vehicle Market in 2019" (EVO2019) report, predicting that by 2040, electric vehicles ( EV) will dominate the new global passenger car and bus markets, and will also occupy a significant share of the van and short-distance truck markets. China will continue to lead the global electric vehicle market and is expected to account for 48% of global electric passenger vehicle sales in 2025. According to this report, the global number of electric vehicles has exceeded 5 million in 2018, and the proportion of electric vehicles in major automobile markets such as China, Europe, North America, and Japan is still less than 5%. 7. Mass production is imminent. Sono solar electric vehicle has received 10,000 orders. We learned from foreign media a few days ago that German electric vehicle startup SonoMotors announced that its solar electric vehicle Sion has received 10,000 orders (orders with prepayments). The car is priced from 16,000 euros (approximately 125,800 yuan) and will be officially mass-produced in the second half of 2020. The Sion solar electric vehicle is equipped with a 35kWh battery pack and the vehicle has a cruising range of up to 250km. It is unclear whether this car will be introduced into the country.

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