After 8567 days of intensive research, 6867 institutions started.
In the past year, Farasis Energy (Gan Zhou) Co.Ltd(688567) had a particularly vigorous year: deepening strategic coordination with the upstream and downstream of the industrial chain and optimizing the customer structure; Zhenjiang plant is in the ramp up stage of production capacity and the yield is gradually improved; The company has developed and verified a power battery with an energy density of 330wh / kg and an 800V high-voltage platform
What surprises will Farasis Energy (Gan Zhou) Co.Ltd(688567) as the “king of three yuan soft bags” bring this year?
Zhenjiang phase II project capacity
will finish climbing in the second quarter of this year
In the past year, due to the successive conversion of Zhenjiang phase I and phase II projects to fixed assets, the equipment investment of the new production line was large, resulting in large depreciation. In addition, as the factory is currently in the climbing stage, the yield is gradually improved, the output is small, and the shipment volume is small, which does not reach the state of large volume, so the economies of scale have not been reflected, resulting in the high cost of Farasis Energy (Gan Zhou) Co.Ltd(688567) products.
In 2022, with the release of production capacity, this phenomenon will be greatly improved. It is understood that the ramp up of Farasis Energy (Gan Zhou) Co.Ltd(688567) Zhenjiang phase I project has basically ended, and the ramp up of Zhenjiang phase II project will be completed in the second quarter of 2022. In addition, Wuhu plant is also stepping up construction, so the company’s subsequent capacity is relatively sufficient.
The company revealed in the investigation of investors that the current design capacity of Ganzhou factory of the company is 5g, of which the capacity of automobile power battery is about 2G; The capacity ramp up of Zhenjiang phase I has been basically completed, and the capacity ramp up of phase II is in progress. Excluding the time of machine commissioning and shutdown maintenance, it is estimated that the effective capacity of automobile power battery will be about 13g in 2022.
By the end of 2023, Zhenjiang factory will be in full production, and Farasis Energy (Gan Zhou) Co.Ltd(688567) Zhenjiang factory and Ganzhou factory are expected to have a total capacity of about 26G by the end of 2023. In addition, 12g, a joint venture plant between the company and Geely, will be put into operation in mid-2022, and the capacity of Wuhu plant is expected to be put into operation in early 2023.
“The total capacity of 26G mentioned above refers to the capacity of the company’s automobile power battery.” Farasis Energy (Gan Zhou) Co.Ltd(688567) the relevant person in charge told the reporter of Securities Daily that this year, the company has sufficient orders on hand, with a total of 14.8g. The superimposed capacity has been released. With the company’s financial cost reduction, technical cost reduction, management cost reduction and other measures, the company expects that the operating performance in 2022 will be greatly improved compared with that in 2021. It is expected that the output and shipment volume will be higher than that in 2021, and the scale effect will be higher. In addition, benefiting from the embodiment of scale effect, the bargaining power of the company’s raw material procurement will also be improved.
advanced technology of deep ploughing
R & D benefits will appear around 2023
From solving mileage anxiety to charging anxiety, Farasis Energy (Gan Zhou) Co.Ltd(688567) has been on the way forward.
On February 7, Farasis Energy (Gan Zhou) Co.Ltd(688567) said on the investor interaction platform that the cost of 330wh / kg products has not entered the stage of mass production, and the cost will be reduced after mass production. It is understood that the 330wh / kg next-generation electric vehicle battery can still provide 90% capacity at minus 20 temperature and can be applied worldwide. At present, the technology has passed the relevant certification of a third party in the United States.
The 800V high-voltage products widely concerned by the market will be loaded in September 2022. According to the company, the 800vtc overcharge and overpressure platform technology has two main characteristics: first, the fast charging function, the charging rate can reach 2.7c, and the whole package charging is equivalent to 2.2c; Soc10% – 80% charging takes only 15 minutes, which is at the industry-leading level.
Secondly, it can automatically identify the pile voltage platform through the intelligent switch matrix inside BDU to realize the automatic switching between 800V and 400V. 800vtc overcharge and overpressure platform technology not only improves the battery safety, but also improves the endurance. The automatic switching between 800V and 400V is compatible with China’s 800V / 400V charging pile, which is very convenient for customers. It is reported that Farasis Energy (Gan Zhou) Co.Ltd(688567) it is expected that the fast charging capacity of the next generation technology will reach soc10% – 80%, and the charging takes only 7 minutes.
Qi Haizhen, President of Beijing Teyi sunshine new energy, told the Securities Daily that the most important thing in the lithium battery industry is to pursue cost performance. “Technology first and cost is king” runs through the development process of the lithium battery industry. The lithium battery industry is a capital intensive and technology intensive industry with fierce internal competition, Industrial investment will face the two-way competition of “energy density, efficiency and production cost”. Electrochemical reaction is the basic characteristic of lithium battery. It seems simple, but it is difficult to refine. In the face of strong market demand, if it cannot be released quickly, it may be squeezed and lose some market and development opportunities. At this stage, for large-scale layout of lithium battery industry investment, we must first clarify the positioning of new products and ensure that new products have definite market opportunities.
Zhang Xiang, an auto industry analyst, said, “At present, the development trend of new energy vehicles is overcharge and fast charging, and the other is high-voltage platform, which is a technical development trend. Now some high-end vehicles claim that they can drive 120 kilometers in five minutes or 80% in 15 minutes. Therefore, Farasis Energy (Gan Zhou) Co.Ltd(688567) there is a large market space for 800vtc overcharge and overpressure platform technology.”
