Foshan lighting lithium battery industry chain has begun to take shape

Recently, Foshan Lighting announced that the company plans to establish a joint venture with other investors to build 100 million ampere-hour lithium battery production and integrated PACK base, the joint venture company will be controlled by Foshan Lighting. It is reported that the battery production base project total investment of 261 million yuan The RMB is invested in two phases. At present, Foshan Lighting has not yet identified a specific joint venture party. The company will disclose the contents of the specific cooperation agreement in accordance with relevant regulations when determining the investor and signing the formal cooperation agreement.

Senior investment researcher Li Shengmao pointed out that in recent years, Foshan lighting in the field of new energy vehicles frequently, the company's horizontal development strategy has achieved initial results. At present, Foshan lighting's new energy automotive business has been involved in lithium battery cathode material production, lithium iron phosphate battery The manufacturing and vehicle research and development sectors basically include the main links of the new energy automotive industry chain. This time, Foshan Lighting decided to establish a lithium iron phosphate battery production company controlled by itself, which can be seen as the establishment of a lithium battery industry chain. One time layout.

Li Shengmao believes that lithium iron phosphate battery is the mainstream type of vehicle-mounted power battery in the future. It has the advantages of low production cost, good safety, and high energy density, and can be expected to be a lithium iron phosphate battery for a long time to come. Will be the main type of vehicle power lithium battery. Foshan Lighting chose to invest in lithium iron phosphate battery business field is clearly see the broad market prospects of the product.

The “2010-2015 China Electric Vehicle Industry Investment Analysis and Prospect Forecast Report” released recently by China Investment Advisor shows that the current production cost of lithium iron phosphate battery is 4-5 yuan/wh, and the production cost is high, but it is expected to drop to the future. 2-3 yuan / wh, then the lithium iron phosphate battery will have a very large market competitiveness. At this point in time, Foshan Lighting chose to enter the field of production and R & D of lithium iron phosphate battery, it is foreseen that now The domestic lithium iron phosphate battery industry is on the eve of a full-scale industrialization. At this time, the best time to enter the field.

Foshan Lighting entered the R&D and production of lithium iron phosphate battery, and it was also a wonderful move for the lithium battery industry chain. In this announcement, Foshan Lighting also stated that the company has established a joint venture with related parties to develop lithium battery in Qinghai Province. Cathode Materials Co., Ltd. (hereinafter referred to as “Qinghai Fozhao”), a joint venture company, specializes in the production and sales of lithium battery cathode materials. Lithium cathode materials are the main raw materials for the production of lithium iron phosphate batteries, once Foshan Lighting's lithium iron phosphate battery Once the production base reaches production, it is possible to form a complete lithium iron phosphate battery industry chain with Qinghai Fozhao. At that time, the competitiveness of Foshan Lighting in the field of lithium iron phosphate batteries will be fully reflected.

Li Yuheng, a senior research fellow at China Investment Advisors, also pointed out that the current golden period of development of the domestic new energy auto industry has come. In particular, companies such as Shanshan Co., Ltd. and Chunlan Group have adopted a horizontal expansion strategy and succeeded in the field of new energy vehicles. More and more Domestic companies began to enter the industry layout, they are trying to share the market opportunities brought about by the rapid development of the new energy auto industry, while the power lithium battery plate is the most concerned about the new energy automotive industry chain.