The performance differentiation of second-tier battery manufacturers last year Funeng Technology went down, Yiwei Lithium Energy and

　　With the announcement of the 2023 performance forecast by Yiwei Lithium, a domestic battery company, yesterday, the differentiation has become obvious among the domestic second-tier battery companies that have released the performance forecast last year.for a long time lfp cathode material:20 It has an extraordinary development speed, and I believe that the future will be as overwhelming as ever. https://www.canrud.com/products?categories=Energy+materials,Not+specified&function=Cathode

　　On the evening of February 5th, Yiwei Lithium Energy announced that in 2023, it is expected to realize a net profit of about 4.035 billion-4.211 billion yuan, a year-on-year increase of 15%-20%, and a non-net profit of 2.56 billion-2.83 billion yuan, a year-on-year increase of-5%-5%.

　　Earlier, on the evening of January 29th, Guoxuan Hi-Tech released a performance forecast, and it is estimated that the net profit attributable to the whole year of 2023 will be about 800-1.1 billion yuan, up by 157%-253% year-on-year.

　　On January 30th, Funeng Technology released its performance forecast for 2023. It is estimated that the loss in 2023 will be about 1.724 billion-2.107 billion yuan, and the loss will increase by 127%-86% year-on-year. It is estimated that the loss after deducting non-recurring gains and losses will be 1.615 billion-1.998 billion yuan in 2023, with the loss increasing by 99.43%-61.18% year-on-year.

　　According to the data of battery loading, among domestic battery enterprises, except for Contemporary Amperex Technology Co., Limited and BYD, which together account for more than half of the market, Zhongchuang Singapore Airlines (the performance forecast has not been announced), Yiwei Lithium Energy and Guoxuan Hi-Tech belong to the second-line forces, while Funeng Technology belongs to the “quasi-second-line”.

　　According to SNE research’s global battery loading statistics, from January to November 2023, the loading capacity of Guoxuan Hi-Tech was 14.9GWh, up 18.5% year-on-year, ranking eighth. Yiwei Lithium Energy’s global battery loading capacity reached 13.4 GWh, up 131.9% year-on-year, and its market share reached 2.1%, ranking ninth. Funeng Technology’s battery loading capacity reached 8.9GWh, up 41.7% year-on-year, ranking tenth.

　　Domestically, according to the data of China Power Battery Industry Innovation Alliance, Yiwei Lithium Energy ranked fourth in power battery loading in 2023, with a loading capacity of 17.26 GWh, accounting for 4.45% of the market. Guoxuan Hi-Tech’s battery loading capacity was 15.91 GWh, accounting for 4.1% of the market, ranking fifth after Yiwei Lithium Energy, and Funeng Technology’s battery loading capacity was 5.94 GWh, accounting for 1.53% of the market.

　　Yiwei lithium energy: the production capacity of large cylindrical lithium batteries has been built, and the business has blossomed in an all-round way.

　　Last year, although the industry was generally tired of the slowdown in the growth rate of power battery loading, Yiwei Lithium Energy’s battery loading on a global scale showed a three-digit growth.

　　According to the report of Minsheng Securities on February 6th, the effective capacity of Yiwei Lithium Energy in 2023 is about 80GWh, and it is expected to achieve 70% capacity utilization rate in 2024, and the effective capacity can reach 100GWh.

　　In last year’s battery production capacity, it is worth mentioning that the large cylindrical battery that Yiwei Lithium was able to concentrate on for a long time last year finally achieved mass production. The company’s large cylindrical battery factory (the 14th factory) with an annual production capacity of 20GWh has been built in Jingmen base. The first phase was put into production in February last year, and the first batch of equipment in the second phase entered the market in November last year.

　　Large cylindrical lithium ion battery

　　On the evening of February 1st, Yiwei Lithium Energy announced that JAC Ruifeng RF8 equipped with the company’s large cylindrical battery was officially launched on January 31st.

　　By the beginning of November, 2023, the customer’s intentional demand for Yiwei Lithium Energy large cylindrical lithium iron phosphate battery in the next five years totaled about 88GWh, and the customer’s intentional demand for ternary large cylindrical battery in the next five years totaled about 486GWh.

　　In terms of business expansion, in addition to new energy vehicle power batteries, Yiwei Lithium Energy’s energy storage battery business also increased significantly last year. According to the data of Infolink, a global consultancy, on February 6th, 2023, the top five enterprises in the global energy storage battery shipment scale were Contemporary Amperex Technology Co., Limited, BYD, Yiwei Lithium Energy, Ruipu Lanjun and Xiamen Haichen, and the shipment scale of Yiwei Lithium Energy reached more than 25GWh.

　　Not only that, Yiwei Lithium Energy has also made gains in the electric ship business, a new field of lithium battery application in the future. In November, 2023, the company announced that two electric ships equipped with Yiwei lithium battery had set sail recently. “Yuetong Zhujiang 001” and “Huahang Xinneng 1” both use batteries integrated with lithium iron phosphate battery products LF280K.

　　By October, 2023, the cumulative shipment of Yiwei lithium energy reached 447 ships, and more than 50% of the electric ships in China were equipped with Yiwei battery solution, with the cumulative shipment scale exceeding 200MWh.