Facing the TWh era, a new industrial ecological construction is taking shape, the electrification of the global market is accelerating, and the power battery industry has started a big cycle.
Supply chain
First of all, the supply chain is becoming the core constraint of the power battery industry. The material sector is changing, and upstream raw material price fluctuations and supply-demand contradictions in the supply chain have become the new normal. How power battery companies build a competitive moat in the supply chain will play a decisive role in meeting the new cycle and implementing their strategies.
The obvious trend in the industry is to compete through diversification, which has become the norm for power battery companies to launch supply chain competition.
Among them, power battery companies with great growth potential continue to increase the layout of the upstream industrial chain after clarifying the production capacity target, and promote it as the focus of the company’s strategy
Production capacity increasing
Secondly, the increase in production capacity also makes power battery companies put forward new requirements for equipment companies: one is to cooperate with the diversified innovation of power battery technology and the process innovation of intelligent manufacturing; the other is to supply stable and high-quality, on-time delivered large-scale intelligent battery manufacturing equipment.
In the lithium battery cell sector, technological innovation focuses on manufacturing efficiency, quality improvement, energy saving and safety and other aspects. In terms of systems, innovative battery structures such as CTP, CTC, and 4680 batteries are promoting large-scale, low-cost, and high-efficiency manufacturing of power batteries, which all pose new requirements and challenges to the manufacturing process.
At the same time, with the intensive expansion of power battery companies, along with the rapid growth of lithium battery energy storage industry, there is a huge demand for lithium battery manufacturing equipment. The shortage of high-quality equipment production capacity, combined with the impact of the epidemic, hindered the supply of upstream core components, and on-time delivery has become the main short-term pressure on equipment companies.
