With the sales volume of new energy vehicles rising year by year, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume is also climbing rapidly. From 2017 to 2021, the installed capacity increased from 36.4gwh to 154.5gwh, but the number of power battery enterprises supporting loading decreased from 102 to 58.
The concentration of the power battery industry has increased year by year, and the leading position of Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) is difficult to shake for a time. The second tier battery manufacturers seek to expand market share and expand production, which has become a common choice under the current situation. With it, there is a huge demand for manpower and a battle for talents.
general worker of battery factory: newcomers get a thousand yuan bonus when they enter the company, and they can move more
Wang Hu (a pseudonym) is an ordinary operator of a large lithium battery factory. Recently, he was busy publishing the recruitment announcement of general workers in the factory on local forums and post bars, and attached his own micro signal. This is not free publicity for the company, but for internal encouragement.
"I can get 1000 yuan for each successful recommendation, and 1500 yuan for the recommended person." He told Red Star capital, "The company recruits directly. I'm not an intermediary. You don't need to meet me. You just need to add my wechat, register, and then go to the company for interview. After the interview and physical examination pass, you can enter the post the next day and sign a labor contract with the company. There are five insurances and one fund, including food and housing, and you can get a minimum net income of more than 6000 yuan per month. There is a subsidy of 20 yuan per night for night shift. Overtime is strictly in accordance with the regulations According to the labor law, it is 1.5 times at ordinary times, twice on weekends and three times on legal holidays. "
He introduced the salary and work content in detail. In his mouth, the operator of the battery factory is a leisure, simple and comfortable job. "The company has many shifts, constant temperature workshop, not assembly line. It mainly depends on the machine, press the button and test the products."
Red Star capital Bureau learned that the production process of lithium battery is divided into three sections: pole chip production, cell production and battery assembly. At present, the first two sections are almost completely automated production lines, and only some transfer and commissioning equipment are manually involved, that is, what Wang Hu said about looking at the machine and pressing the button. The last section needs a lot of manpower. At present, most Chinese battery manufacturers use manual module production lines. A production line has 20 or 30 processes, which requires at least 50 manpower. Some leading enterprises began to shift to fully automated production lines, but they have not yet been used on a large scale. "There's no poison you think. It's very safe to work in a battery factory." Wang Hu said.
The disadvantage is to shift, wear dust-free clothes, be located in a remote place and have no entertainment activities. "We work in two shifts, from 8 a.m. to 8 p.m." the bases are far away from the urban area and don't have much time and energy to go out for consumption, but it also allows people to save money. "
In Wang Hu's view, the general worker of the battery factory is a very friendly occupation for workers with low education. "I am healthy, can read and write 26 English letters, and can calculate simply." According to him, the entry of junior middle school and below is level 1, with a base salary of 2600 High school and technical secondary school are two ranks, with a base salary of 2700 Junior college or above is level 3, with a base salary of 2900 There is also a fixed allowance of 850 yuan per month, a full attendance award of 100 to 300 yuan and a performance award of 200 yuan. Other income is calculated according to the actual workload and overtime.
in addition to paying more for more work, China's major lithium battery factories have also tried every means to strive for skilled workers. They have not only set up seniority awards that have been increased year by year, but some enterprises also give 3000-4000 Yuan bonuses to workers who stay in office in the new year.
"If you stay in the factory for the new year and work overtime, all bonuses and red envelopes add up to more than 10000 yuan in the current month." Wang Hu told the Red Star capital bureau that even so, the turnover rate of general workers has increased year by year. "First, two shifts are very tired. Many people can't work long." The more important reason is that the major lithium battery factories are short of personnel, and the salary of small and medium-sized factories has been improved.
Red Star capital Bureau learned that the comprehensive income of general workers of Contemporary Amperex Technology Co.Limited(300750) is 5000-7000 yuan, that of AVIC lithium battery is 6000-8500 yuan, and that of Tianhui new energy lithium battery is more than 9000 yuan. "Many battery factories are located in the same area. The treatment is food and housing, five insurances and one fund. The work content is the same, and the monthly income of 1000 yuan is very attractive. We recruit more and go more."
headhunter: you dig me, I dig you
the treatment is like this
If the salary gap of general workers is not large, they can quickly make up for the manpower. Then the shortage of technical and senior management talents in the lithium battery industry is a scarce resource, and even spawned a number of special battery talent recruitment websites.
Headhunter Zhang Han (pseudonym), who has been employed for three years, told the Red Star capital bureau that the number of recruitment posts in major lithium battery enterprises has soared in recent years, especially in technology and management posts, which has doubled almost every year. take Tianneng battery as an example. From 2018 to 2021, the company released 175, 256, 648 and 1078 positions across the network respectively. Among them, 70% of the positions are located in Huzhou, the headquarters, and the rest are located in Hangzhou, Shenzhen, Shanghai, Suzhou, Qiandongnan and Chengdu.
Double the demand and double the treatment. "all enterprises want senior talents." This is where Zhang Han wants to make complaints about the world. "You dig me this year and I dig you next year. The treatment of talents rises like a rocket. The annual salary of popular technical posts such as lithium battery pack engineer, BMS electronic engineer, process engineer and cell R & D engineer can be 200000-300000 yuan. many are marked with" urgent demand " "Posts, especially technical posts and senior managers who are required to complete design and R & D independently, are paid through interviews and may also have equity incentives."
Red Star capital Bureau noted that in major recruitment websites, most lithium battery engineers and design positions require more than 3 years of relevant work experience. The director level requires more than 10 years, including more than 5 years of management experience. Some recruitment brochures do not require professional experience, but recruiters will give detailed requirements on the phone. For example, quality inspection requires more than 2 years of on-site quality management and quality inspection experience in the battery industry; The equipment maintainer shall have 1-2 years of equipment maintenance experience related to lithium battery capacity distribution cabinet.
"How can there be so many experts? Compared with Contemporary Amperex Technology Co.Limited(300750) and other large factories, small and medium-sized enterprises can only attract talents by increasing salary, but when they encounter top talents, large factories can offer better treatment." Headhunters revealed that a large factory offered a senior power battery cell designer three times the salary of small and medium-sized enterprises.
Zhang Han's daily work is to file lithium battery talents and regularly understand their trends. Whenever a company recruits people, she will ask whether these talents have job hopping intention. "With the accumulation of work experience, the self-evaluation of talents will also improve year by year. Naturally, higher treatment will be required under the current market."
headhunters will also pay attention to the fresh graduates of relevant majors from well-known colleges and universities, and they can dig people after working for 1-2 years.
Materials science, inorganic chemistry, organic chemistry, physics, surface, interface, thermodynamics, dynamics, engineering machining and electronic circuit technology are the focus of attention.
Zhang Han suggested, "fresh graduates should not pay too much attention to salary. It is best to accumulate work experience in large factories and effectively participate in R & D projects. If they change jobs after working for 2-3 years, their salary can be doubled."
In addition, lithium battery enterprises are also expanding their overseas territory. In recent years, the demand for language, import and export policies and logistics personnel is also growing. " Contemporary Amperex Technology Co.Limited(300750) and honeycomb energy have built production bases in Germany, and LG new energy has built factories in China, which may be the reason for the increase in the demand for German and Korean engineer assistants."
price rise of raw materials and vehicle enterprises urging delivery
expansion of power battery
According to the data of the Ministry of industry and information technology, in 2021, the sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles reached 3.521 million, a year-on-year increase of 1.6 times, accounting for 13.4% of the total vehicle sales, ranking first in the world for seven consecutive years.
The installed capacity of power batteries of new energy vehicles also increased rapidly. According to the data of China automotive power battery industry innovation alliance, the installed capacity of China Shipbuilding Industry Group Power Co.Ltd(600482) batteries in 2021 totaled 154.5gwh, a year-on-year increase of 142.8%. Five of the top 10 power battery enterprises in the world are Chinese enterprises, and Contemporary Amperex Technology Co.Limited(300750) has reached the top for the fifth consecutive year.
The concentration of the power battery industry has also increased year by year. According to the data of the Institute of advanced industry research (GGII), from 2017 to 2021, the installed capacity increased from 36.4gwh to 154.5gwh, the number of power battery enterprises supporting loading decreased from 102 to 58, and the proportion of loading capacity of the top 10 enterprises increased from 82.8% to 92.2%.
The industry expects that the penetration rate of new energy vehicles will further increase. Meanwhile, China Shipbuilding Industry Group Power Co.Ltd(600482) battery raw materials continued the rise in 2021. On February 25, according to Shanghai Ganglian E-Commerce Holdings Co.Ltd(300226) data, the average price of battery grade lithium carbonate was 475000 yuan per ton; The average price of metal lithium is 2.65 million yuan per ton. The prices of battery grade lithium hydroxide and ternary materials also continued to rise. The latest quotation of battery grade lithium hydroxide of Shanghai oujin Industrial Co., Ltd. is 420000 yuan per ton.
The price rise of raw materials, the urging of delivery by vehicle enterprises, and the search of battery manufacturers to expand market share have all prompted battery enterprises to expand production.
Contemporary Amperex Technology Co.Limited(300750) has announced the production expansion plan, and the production capacity will reach 600-700gwh in 2025; Gotion High-Tech Co.Ltd(002074) (002074. SZ) the production capacity planning target in 2025 is 300gwh; The battery capacity of China Innovation Airlines has been mass produced and under construction exceeds 100GWh, and the planned capacity will exceed 500gwh by 2025; The global production capacity planning target of honeycomb energy in 2025 was raised to 600gwh. In 2021, it released seven production expansion messages, with a total investment of 77.6 billion yuan. According to incomplete statistics, by 2025, the planned capacity of China's local lithium battery enterprises has exceeded 3twh.
With the expansion of production, power battery enterprises are financing.
In August 2021, Contemporary Amperex Technology Co.Limited(300750) announced that the existing funds could not fully meet the needs of future business development, and it was proposed to raise no more than 58.2 billion yuan. In 2021 alone, China Innovation Airlines completed equity financing of 12 billion yuan, with a post investment valuation of 60 billion yuan. On December 29, 2021, the CSRC disclosed the application materials for Hong Kong stock listing of China Innovation airlines. In January this year, honeycomb energy started listing counseling. Byd Company Limited(002594) is also promoting the independent listing of its Freddie battery.
These funds will provide sufficient "ammunition" for the war of robbing people. insiders told the Red Star capital bureau that it is expected that the growth of power battery talents will not keep up with the rapid expansion of the industry demand for a long time, and the salary will also rise. "I judge that there will be no significant improvement in at least the next three years. I have to wait for this group of fresh graduates to grow up."
Red Star News reporter Wu danruo
