Chapter 910 Blade Batteries and Kirin Batteries Are Launched, and the Dominant Position Is More Solid

"523 ternary lithium battery?"

"Have you really developed it?"

Zhang Lin is not a person who knows nothing.

He is very interested in the new technical solutions of Nanshan Battery.

These are indeed hard-core technical upgrade solutions that can reduce the cost of power batteries.

Changan Automobile can definitely consider the technical solutions for power batteries in electric vehicles in the future.

"It has been successfully developed, and the next new model of the future car will be directly equipped with 523 ternary lithium batteries."

Hearing Lin Cheng say this, Zhang Lin naturally had no doubts.

As for the specific details, just leave it to the R&D team to confirm.

At this point, the atmosphere of the entire negotiation has greatly improved.

In the end, Nanshan Battery made some appropriate concessions, saying that this time it was only necessary to apply for the market linkage of three materials: lithium carbonate, nickel and cobalt.

The rise in other electrolyte materials and other materials was temporarily absorbed by Nanshan Battery itself.

Zhang Lin knew that continuing the discussion might not necessarily lead to better results, so he agreed to this direction in principle.

The next step was for the people below to implement this general direction.

Nanshan Battery has so many customers, this time it is definitely not just a negotiation with Changan Automobile.

Soon, other companies such as Yangcheng Aion and Didu New Energy also started various negotiations one after another.

This movement has gradually spread in the industry.

"Mr. Li, now all the OEMs have gradually accepted the adjustment of the price of power battery raw materials. I think we should take this opportunity to communicate with each OEM as soon as possible."

"Otherwise, if it is brought up later, the material price will rise even higher, and if the cost of power batteries rises a lot, it will be difficult to talk about it."

Shi Junhui has always been very concerned about the movement of Nanshan Battery.

Against the background of a sharp increase in the price of the main raw materials of power batteries, he is even more concerned about the movement of Nanshan Battery.

Not to mention some news reports on the rise in the price of raw materials such as lithium carbonate in the media and the voices of power battery manufacturers to raise prices.

Just some of the customers he directly contacts are customers of Nanshan Battery.

Therefore, even if Shi Junhui could not get particularly accurate information, he knew the results of the negotiations between various OEMs and Nanshan Battery on the increase in raw material prices.

Compared with Nanshan Battery's bargaining power in the industry, or even pricing power, Guoxuan High-tech is much more passive in this regard.

Basically, the raw material manufacturers say how much they want to increase, and they can only passively accept it.

The key is that these raw material manufacturers have no shareholding relationship with Guoxuan.

Unlike Nanshan Battery, sometimes it is just a matter of changing from the left hand to the right hand.

Don't you know that Nanshan Battery controls the raw material industry chain?

Not to mention, most OEMs are really not very clear.

We only know that Nanshan Battery has some layout in this regard, but no one knows the specific layout.

Not only are the quotations that Nanshan Battery gives to various OEMs all one-time prices.

People will not tell you where each material is purchased from, and they will not tell you what the relationship between these material manufacturers and Nanshan Battery is.

"We really need to hurry up, but in addition to asking the OEM for price increases, we should also pay attention to our raw material procurement work."

"Don't buy materials at market prices when you don't have them. If you have to buy high-priced materials to ensure supply, you will lose a lot."

Li Zhen has naturally been paying attention to the price fluctuations of power battery raw materials during this period.

For general battery companies, their bargaining power on bulk commodities is very low.

Just like the purchase of materials such as lithium carbonate, nickel and cobalt, at most they can negotiate a few points of discount with the raw material manufacturers.

It is unlikely to have a larger discount.

Even for Nanshan Battery, if most of the materials are not purchased by related companies, it is very difficult to have a large price discount.

"This round of raw material price increases may have entered a rapid rise stage."

"Should we stock up a batch of raw materials first, so that after we have negotiated the price adjustment rules with the OEM, we may be able to make some extra money."

Shi Junhui's proposal is obviously not unreasonable.

For example, if Guoxuan had stockpiled raw materials for this year in advance when the price of raw materials such as lithium carbonate was not so high at the end of last year.

Then it formed a material adjustment plan with the OEM and adjusted the price of power battery materials according to the latest market conditions, so that it could get additional dividends from the increase in materials.

Lithium carbonate, which is sold at 30,000 yuan per ton, can be sold to the OEM at 50,000 yuan per ton.

In this way, the profitability of power battery packs has changed significantly.

"It has risen a lot now, right? Will it continue to rise?"

Li Zhen has been working on power batteries for a long time, and he is quite clear about the prices of the main raw materials in the past few years.

In his opinion, the current price is already a historical high, and it should not continue to rise so much.

After all, raw materials are just a kind of material.

The mine is there, and the change in processing costs is also very limited, but the price of the raw materials finally extracted has skyrocketed.

This is obviously not a very reasonable phenomenon.

"It's hard to say, I think it is very likely that it will continue to rise."

"At most, the increase will not be so large, but it will be difficult to reduce it."

Shi Junhui thought about it for a while and gave his answer.

This kind of question is actually not so easy to answer.

Because it involves predicting the future trend of materials, which is very difficult.

If the prediction is really accurate, then everyone will go to speculate in futures.

"In this case, let's order more materials appropriately first."

"Originally, we ordered raw materials one quarter in advance, and we will order all raw materials for half a year in advance in the future."

Although I want to do some risk avoidance actions, if the amplitude is too large, it is also a very risky thing in itself.

Imagine if they made a mistake, and the material prices dropped significantly, but they had hoarded a large amount of high-priced raw materials, it would definitely be miserable.

If the company made a mistake once, it might have to consider shutting down.

…

After Nanshan Battery had a round of communication with various OEMs, it immediately held an online new technology conference.

At this conference, they officially announced the new generation of lithium iron phosphate batteries and ternary lithium battery technology.

Among them, the lithium iron phosphate battery officially launched the "blade battery" this year, and the energy density can catch up with the ternary lithium battery level of many other battery manufacturers in the industry.

Compared with Nanshan Battery's own ternary lithium power battery, the gap has also been greatly narrowed.

This has greatly changed the application prospects of lithium iron phosphate batteries in passenger cars.

In terms of ternary lithium batteries, the new generation of 523 ternary lithium batteries are also named "Qilin batteries".

Obviously, Nanshan Battery is ready to go for a brand strategy this time.

Otherwise, everyone uses lithium iron phosphate batteries or ternary lithium batteries, and there is no way to reflect your superiority.

But if you change a catchy name, the situation will be different.

"Blade battery" and "Kirin battery" are undoubtedly easy to remember names.

In the future, when customers promote what battery their electric vehicles use, they can say that I use Nanshan Battery's "blade battery" or "Kirin battery", which should also be a plus.

Of course, for companies under Nanshan Automobile Group, at this time, they will definitely not promote these two technical solutions.

For them, I use the power battery provided by Nanshan Battery, which is enough.

If everyone thinks that all cars use the same "blade battery" or "Kirin battery", it is not a good thing.

As the world's largest power battery manufacturer, Nanshan Battery's big move will naturally cause a huge shock in the industry.

"Mr. Wang, I have carefully studied Nanshan Battery's 'blade battery'. In addition to the technological progress in the battery itself, the main contribution to the improvement of energy density is actually the change in structure."

"The special structure of the blade shape can greatly improve the energy density. I think this idea is the easiest to learn."

As the person in charge of BYD Battery, Lv Faxiang is also very familiar with the situation of various batteries.

As for Wang Fu, it goes without saying that he studied this major.

BYD also started with batteries.

"Although Nanshan Battery is a bit tricky this time, I have to say that this step is really very clever."

"Now the price of raw materials for power batteries has risen sharply, and will continue to rise in the future."

"Then the cost of ternary lithium batteries will be so high that it is difficult for people to accept."

"This is the best time to promote lithium iron phosphate batteries."

Wang Fu is naturally very familiar with the situation in the battery industry.

BYD has been researching lithium iron phosphate batteries for a long time, and even some of BYD's electric vehicles have already used lithium iron phosphate battery technology.

However, the energy density of lithium iron phosphate batteries has been relatively poor in the past few years, making it difficult for everyone to like them.

Now Nanshan Battery is taking a two-pronged approach. On the one hand, it improves the energy density of lithium iron phosphate batteries from the aspects of formula and process, and on the other hand, it greatly improves the energy density from the structural aspect, and finally makes lithium iron phosphate batteries a battery that can be used on a large scale in passenger cars.

This is very meaningful for the development of new energy vehicles in China as a whole.

After all, lowering the cost of batteries is more conducive to the development of the entire industry.

Otherwise, the cost of electric vehicles is too high, and even if everyone is willing to sell the cars at a loss, they can't lose too much.

"Yes, I plan to arrange personnel to follow this idea and launch our new generation of lithium iron phosphate battery technology as soon as possible."

"At that time, you can also give it a more interesting name so that everyone can remember it at once."

Lv Faxiang's suggestion is obviously still very pertinent, so Wang Fu agreed without any hesitation, and further proposed, "We must continue to develop lithium iron phosphate batteries, but the technology of ternary lithium batteries cannot lag behind."

"For high-end models or models with long driving range, ternary lithium batteries are still the only choice at present."

"We can't give up."

Lv Faxiang naturally understood Wang Fu's instructions.

"We will also work on the use of positive electrode materials like Nanshan Battery to see if we can get the '523 ternary lithium battery' out as soon as possible."

Following the pace of Nanshan Battery, Lv Faxiang's attitude is highly consistent with many peers on this point.

If you innovate randomly, you may fall into a trap.

This idea of ​​Lu Faxiang should represent the ideas of many Chinese business operators.

This also makes it difficult for real innovation in China. On the contrary, if a certain field develops well, a swarm of people will squeeze in, and everyone in the industry will not be able to make money.

It will take some time to change this situation.

…

When various car companies in China are very busy because of the "blade battery" and "Kirin battery" released by Nanshan Battery, Tesla, as the largest electric car company in the United States, is naturally paying attention to this matter.

"Max, can the battery factory we cooperate with Panasonic make the energy density of the battery pack as high as Nanshan Battery's "Kirin Battery"? "

In the United States, Tesla's personality is a high-end electric car brand.

Judging from the situation in recent years, their personality is still relatively stable.

But Musk has now felt a strong crisis.

Not to mention that Future Cars has conquered the European market, especially in the Nordic market, its performance has exceeded everyone's expectations.

The combined annual sales of electric vehicles produced by other Chinese companies, such as Changan Automobile, Yangcheng Aion, BYD and Didu New Energy, have exceeded 1 million.

This is definitely a remarkable achievement.

You know, Tesla is still working hard to achieve the goal of monthly sales of over 10,000.

Before the new model was launched, it was almost a dream to achieve monthly sales of over 10,000 with the support of Model S alone.

Batteries are a very critical component of electric vehicles. Now that China has made new breakthroughs, Musk is naturally a little anxious.

In theory, Panasonic's lithium battery level is also very high.

Panasonic was once Tesla's most staunch supporter.

The fate of the two companies began in 2009. Panasonic, which was full of plasma TVs and lost money, decided to bet on electric vehicles and began to supply 18650 batteries to Tesla by acquiring Sanyo Electric.

On the eve of Tesla's listing in 2010, Panasonic brought in funds and generously invested 30 million US dollars.

At that time, electric cars were not favored by the market. In order to ensure the production of Model S, Panasonic signed a supply agreement for 640 million 18650 cells. This was a life-long friendship.

Dongying's lithium battery technology is actually quite good.

Before 2000, the global share of Dongying lithium batteries was stable at more than 95%.

The 18650 lithium batteries supplied by Panasonic to Model S were originally used in laptops.

In the name 18650, 18 represents a length of 18mm in diameter, and 0 represents a cylindrical shape, which is not much larger than a No. 5 battery.

The original battery pack of Model S contained more than 7,000 18650 batteries.

Due to the early downstream application, mature technology and low price of 18650 batteries, it was favored by Musk, the bargaining maniac.

After the launch of Model S, in order to solve the production capacity problem, Tesla and Panasonic renewed the agreement in 2013 to expand the supply of cells to 1.8 billion.

However, the performance of 18650 is obviously different from that of Kirin battery.

Musk has also realized this.

"I have also been communicating with Panasonic about this aspect during this period."

"In addition to the 18650 model, they actually already have the 21700 battery with higher energy density."

"The 21700 battery refers to a cylindrical battery with a diameter of 21mm and a height of 70mm. The energy density is more than 20% higher than that of the 18650. In addition, due to the reduction in the number of cells in the battery pack, the production cost is further reduced, and the difficulty of power management is also reduced."

"I think we can get Panasonic to invest in the Nevada factory together. In addition to solving the problem of improving battery energy density, it can also solve the production capacity problem that bothers us."

It has to be said that as the head of R&D at Tesla, Max is still very dedicated and has done a very good job in all aspects of preparation.

Before Musk asked him, he had already understood the things that the boss would care about in advance.

This is actually very important in the workplace.

In ancient times, an important job of ministers in the court was to figure out the emperor's intentions.

Only by figuring out the emperor's thoughts, speaking in a targeted manner and proposing plans can you get along comfortably in the court.

It's actually the same in the company.

You must grasp what the boss cares about and what he cares about in a timely manner, and take targeted actions to have a greater chance of promotion and salary increase.

Obviously, Max has done a very good job in this regard.

After hearing his words, Musk said without any hesitation: "I will fly to Japan immediately and have a good talk with the person in charge of Panasonic."

"Japan used to be the leader of the global battery industry, but now it has been surpassed by China. They must be very reluctant to see such a situation."

"It just so happens that we are facing the pressure brought by Nanshan Battery. Let's work together to build our new battery factory to achieve technological upgrades and increase production capacity."

Musco is still very confident about Tesla's future.

Model S is selling very well now, and he is also very optimistic about several new models in the future. Sales will definitely be better than now.

Then the supply of batteries needs to be considered in time.

In particular, there has been a shortage of battery supply in China, which has even led to a sharp increase in the prices of raw materials such as lithium carbonate and cobalt.

This has actually already affected Tesla's development.

That is, now they sell high-end models, and have a certain strength to withstand such a rise in material prices.

Even so, Musk is actually considering adjusting the sales price of Model S to reflect the increase in material costs in the selling price.

This is relatively easy to do in the American market.

But it is a bit difficult to do it in a market like China, which is very competitive.

Whether it is Changan Automobile, Yangchang Aion, or BYD, they dare not easily raise the sales price.

Even if they can't bear the loss of electric vehicles, they are still holding on.

...

"Mr. Cao, this wave of marketing has further confirmed the industry leadership of our Nanshan Battery."

"In the future, whether it is in the control of raw material prices or the leadership of technological advancement, we will be ahead of our peers."

"All customers have basically accepted our material price adjustment plan, and are gradually promoting the implementation of price revision work."

Lin Cheng has become a frequent flyer during this period, running around for customers almost every day.

Although not every customer needs him, the general manager, to negotiate prices in person, it is still necessary to take this opportunity to introduce blade batteries and Kirin batteries to each customer.

The meaning of the general manager going out in person is different from that of the sales staff below.

"The changes in the power battery industry are very big."

"Although our current blade batteries and Kirin batteries are very good, they may be a bit behind in a few years."

"It is necessary to continuously launch lithium iron phosphate batteries and ternary lithium batteries with higher energy density."

Cao Yang still has high expectations for Nanshan Battery.

In recent years, many companies in the group have wanted to go public, but they have basically been rejected by Cao Yang.

If one or two companies must be selected as demonstrations at that time, Nanshan Battery will most likely be one of them.

And in order to perform well in the stock market, it is obviously necessary to create a little heat every now and then.

"We have been doing this work all the time."

"Not only the current lithium iron phosphate and ternary lithium, but also the cheaper sodium ion batteries, or the solid-state batteries that represent the future development direction, we also have a special team in research and development."

"In the next ten years, we will definitely be the most technologically advanced battery company in China."

As a battery expert, Lin Cheng is now full of energy.

There is no shortage of people, no shortage of money, and we can concentrate on projects.

If there is no way to achieve results in this situation, it is illogical.

With the size of Nanshan Battery, it is destined to be an indispensable presence in the Chinese economic circle in the future.

Not to mention the top 100 auto parts companies, even the top 500 global companies are not a problem for it.

Even if it can be listed in the future, he thinks it is possible to increase the market value to 1 trillion.

Thinking of this, he wanted to use all his strength to work.

"There are quite a few newly established battery companies in China in the past two years, and many of them are expected to come up with some special technical solutions."

"You should also be careful not to capsize in the gutter."

Although domestic companies are generally poor in innovation, after all, the market is so big that there are still some innovations that make people's eyes shine.

Now that electric vehicles are developing so fast, it is not surprising that industry competitors such as CATL have come up with some new technical solutions.

Lin Cheng naturally attaches great importance to this.