Build an industrial Internet platform, expand "smart+", and empower the transformation and upgrading of the manufacturing industry. According to the March China Manufacturing Purchasing Managers Index released by the National Bureau of Statistics and the China Federation of Logistics and Purchasing on March 31, the manufacturing PMI returned to the expansion range after being below the critical point for three consecutive months, rising to 51.5%. This is also the highest point in the manufacturing PMI since October 2018. Benefiting from the industrial Internet smart manufacturing policy dividends, improving sentiment in the manufacturing industry, and the development of the new energy industry, smart manufacturing companies represented by lithium battery material equipment and complete lines, as well as battery equipment and complete lines, are facing new development opportunities. The core component of new energy vehicles is the power battery, of which the cathode material accounts for about 40% of the cost of lithium batteries and is one of the key materials that determines battery performance.

　　Data show that the rapid growth in sales of new energy vehicles in recent years has directly boosted the demand for ternary cathode materials. The output of cathode materials has increased from 75,300 tons in 2014 to 208,000 tons in 2017. In particular, there is a huge gap in the market for high-nickel cathode materials. Guotai Junan's research report shows that from the perspective of industry trends, the current mainstream ternary cathode material technologies are NCM523 and NCM622, but in the future batteries will develop towards high nickel (NCM811) to adapt to the increase in cruising range requirements, but the high nickel NCM811 cathode The material is more difficult to produce:

　　On the one hand, in terms of production technology, high-nickel ternary materials have strict requirements in terms of precursor sintering and material production environment. The product easily absorbs moisture and becomes jelly-like during storage and use, and is difficult to adjust the slurry and coat the pole pieces. Therefore, Cathode material companies have relatively high performance requirements for production equipment such as kiln equipment;

　　On the other hand, the safety of high-nickel ternary products is worse, so the certification of qualified suppliers is more difficult and takes longer. Baili Technology has nearly 50 years of process technology experience in chemical projects, combined with nearly 30 years of technology accumulation in the field of cathode material equipment and production lines of its wholly-owned subsidiary Baili Lithium Battery, and has the ability to improve the production process of lithium battery cathode materials. Unique technical advantages. In addition, the industrial Internet has increasingly significant effects on upgrading and transforming traditional manufacturing industries.

　　By clarifying the optimal production conditions for each link and using this as a standard to ensure that each link is the most accurate, yield, efficiency and production reliability will be greatly improved; all aspects of the production process can be controlled through the Industrial Internet , which greatly improves performance. Baili Technology utilizes the relevant technical experience and accumulation of the Industrial Internet and Industry 4.0 and is committed to building the Dangsheng Technology Jintan Project into a benchmark project in the global lithium battery cathode material industry. According to the reporter’s understanding, Baili Technology is currently the only listed company that designs lithium battery cathode material production lines, supplies equipment, and integrates smart factories.

　　At present, the new energy electric vehicle industry is an important part of the national energy security strategy, and the entire industry is showing a trend of rapid development. It is reported that Baili Technology’s cathode material production line design is implemented by Baili Lithium Battery, a wholly-owned subsidiary. Faced with the higher requirements of high nickelization of cathode materials on production line design and manufacturing processes, Baili Technology and Baili Lithium Battery have developed a number of unique technical equipment. Currently, their partners cover many well-known companies in the domestic lithium battery core material industry. enterprise. At the same time, Baili Lithium has accumulated rich experience in the design and construction of more than 100 lithium battery core material production lines, and participated in the design of the first domestic lithium iron phosphate cathode material production line, the first lithium manganate cathode material production line and cobalt Lithium oxide production line and the first anode production line.

　　The "intelligent +" integration of Baili Lithium's unique advantages in the field of lithium battery core material production lines and equipment with its parent company Baili Technology's general contracting service capabilities of 100,000-ton production lines in the traditional chemical industry will greatly enhance the High-end material mass production capabilities. With the rapid development of 5G, the bottleneck of industrial Internet development will be broken and a large amount of demand will be quickly released. As Baili Technology, which provides overall solutions for smart factories for lithium battery materials, is also expected to benefit from the development brought about by the transformation and upgrading of smart manufacturing in the manufacturing industry. opportunity. In addition, with the implementation of the new energy subsidy policy on March 25, new energy vehicles have gradually shifted from policy-driven to market demand-driven.

　　Judging from the published data, China is currently the largest and fastest growing power battery market in the world. According to Bohai Securities, domestic power battery installed capacity is expected to be 77GWh, 113GWh, and 158GWh in 2019, 2020, and 2021 respectively. According to estimates, the domestic power battery industry market size will exceed 340 billion yuan in the next three years. From a global perspective, the scale of the global power battery market will be even larger in the future. According to a UBS research report, global new energy electric vehicle sales will reach 17.5 million units in 2025, and the demand for electric vehicle batteries will increase 9.5 times, from 93GWh (2018) to 973GWh.

　　The rapid development of the power battery industry has also significantly increased the market demand for the midstream materials industry. According to the forecast of Tianfeng Securities Research Institute, the market size of cathode materials will reach 36.7 billion yuan, 95 billion yuan, and 241.9 billion yuan respectively in 2019, 2020, and 2021, and the signs of industry blowout are becoming increasingly obvious. Industry insiders pointed out that 2019 will be a life-and-death year for electric vehicle companies. If they can increase production and sales capabilities, maintain a good market share, and ensure market channels and supply chains, then subsidies will be completely canceled in the upcoming 2020. Only under the market environment will there be tickets to continue to participate in the competition in the new energy electric vehicle market. Therefore, it is a high probability that electric vehicle sales will see rapid growth again in 2019 (the latest prediction in the industry is that in 2019, electric vehicle sales will exceed 2 million units, and it is not ruled out that it will reach the level of 2.2 to 2.4 million units). Even if it is generated by price cuts, Even with tactical losses, car companies also need to maintain a good market share. Under this logic of business competition, the demand for orders from car companies to battery factories and from battery factories to material factories will continue.

　　According to the prediction of the construction cycle, 2019 and 2020 will be the years when the performance of battery equipment and PACK line manufacturers, as well as material equipment production lines and equipment suppliers will explode. The surge in demand and the limited supply of high-end production capacity will bring about a peak in the production expansion of high-nickel cathode materials for lithium batteries. The technological upgrading of high-nickel cathode materials will increase the demand for process transformation of production lines and equipment technology, coupled with the domestic production of battery materials, equipment and production lines. The process of globalization has just begun. Baili Technology has entered a new market where technological integration has given rise to a specialized division of labor. With the development of the electric vehicle industry chain, demand has also shown explosive growth.

　　Analysts pointed out that the upgrading and transformation of my country's manufacturing industry has ushered in a new round of development, and the lithium battery industry chain will also usher in rapid expansion. In the process of upgrading manufacturing process technology throughout the industry chain, simply improving informatization or automation is no longer enough. The lithium battery cathode material industry's need to improve process technology and the demand for smart factories that integrate "automation + informatization + intelligence" will be growing. Baili Technology is rooted in the smart factory design and system planning of lithium battery core materials. In the field of lithium battery core materials such as cathode materials, anode materials, electrolytes and other lithium battery core materials, Baili Technology has core software and hardware technologies for smart factory design and planning. In the future, the industrial Internet, smart manufacturing, and 5G technology will play an increasingly important role in improving the quality and efficiency of the manufacturing industry, and production lines and equipment leaders with smart manufacturing advantages will benefit from this.

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