According to the statistics of the Power Battery Application Branch, the total installed capacity of China's power battery in the first half of 2018 was 15.45GWh, an increase of nearly 150% year-on-year. Among them, the Ningde era led the industry with 6.5GWh installed capacity, with a market share of 42%. As the world's leading provider of power battery systems, Ningde era battery products have been widely recognized by well-known car companies at home and abroad, and its power battery product quality and production line intelligent manufacturing level has become the benchmark for industrial development. This large-scale green laser pointer laser injection equipment, laser welding equipment and other equipment once again included in the Ningde era procurement catalog, also means that its equipment manufacturing capabilities have been recognized by the world's largest power battery companies.
According to Battery China.com, Dazu Laser was established in 1996. It is a high-end equipment manufacturer that provides green laser pointer, robot and automation technology system solutions in the field of intelligent manufacturing. Its business includes R&D, production and sales of laser marking and laser cutting. , laser welding equipment, PCB special equipment, robots, automation equipment and system solutions for the above-mentioned business, the company is Asia's largest and the world's top three industrial laser processing equipment manufacturers.
In the field of new energy lithium battery, the company provides customers with automated integrated system solutions such as battery core, module PACK, soft package and complete line. It is reported that Dazu Laser achieved operating income of 5.107 billion yuan in the first half of 2018, down 7.75% year-on-year; net profit attributable to shareholders of listed companies was 1.019 billion yuan, an increase of 11.43%. Among them, the company obtained orders of 640 million yuan in the field of new energy battery equipment in the first half of the year, and realized revenue of about 318 million yuan. The expansion of major customers progressed smoothly and the market share continued to increase.
Recently, the person in charge of the power battery company said that if the market competition is intensified or the national policy adjustment and other factors cause the price of power battery products to fall and the purchase price of raw materials to continue to rise, the power battery gross margin still has a risk of decline. In order to cope with this risk, companies only continue to optimize product design and production processes, improve production efficiency and product yield, achieve higher automation and lower unit production costs.
As China's new energy auto industry gradually shifts to a market-driven development stage, the upstream power battery industry will become more competitive. The improvement of power battery manufacturing automation, digitization and intelligence will not only be important for battery companies to “restore quality and reduce costs”. Means is also an inevitable trend to promote the development of China's power battery and even new energy vehicle industry to high-end equipment manufacturing.