欧宝体育

1. Introduction to the Project

1.1 Project background

1.1.1 Project introduction  

A ternary lithium battery is a type of lithium-ion battery, whose cathode material is mainly a ternary polymer composed of nickel, cobalt, and manganese (or aluminum). Ternary lithium batteries perform better in low temperature environments. Even at minus 20 degrees Celsius, ternary lithium batteries can release 70.14% of their capacity, while lithium iron phosphate batteries can only release 54.94% of their capacity. This makes ternary lithium batteries perform well in cold regions such as Northeast China, which can ensure the normal start and operation of vehicles in low temperature environments.

The project is located in Changchun Automobile Economic and Technological Development Zone, and mainly produces battery packs for ternary lithium batteries.

1.1.2 Market prospect

(1) Current situation of winter endurance of new energy vehicles

On December 12, 2022, relevant testing institutions announced the winter test results of new energy vehicles in 2022. Under the condition of -15 ℃, the average endurance rate of new energy vehicles was 48.5%, and the average endurance mileage was 268 kilometers, up 4% and 14% respectively compared with 2021. In the top 10 list of endurance achievement rate and average charging power, domestic new energy vehicles accounted for the vast majority, significantly superior to joint venture brands.

From the end of November to the beginning of December, the winter test of new energy vehicles by relevant testing institutions was conducted in Yakeshi and Genhe, Inner Mongolia. This test covered more than 60 mainstream models of 34 brands. In addition to basic tests such as endurance and charging at about -15 ℃, projects such as snow driving assistance, freezing challenge at -30 ℃, ice and snow climbing were also designed to demonstrate the reliability and ultimate performance of new energy vehicles in a diversified way.

Relevant testing institutions said that on the basis of more than 140 new energy models measured on a cumulative scale, the "6+2 new energy vehicle evaluation system" was launched. The system is divided into six dimensions, including endurance, charging and auxiliary driving, and two scenarios of extreme evaluation in winter and summer. Based on objective measured data, new energy vehicles are scored comprehensively to provide reference for consumers.

In order to fully meet the consumer needs of different prices and brands, relevant testing institutions selected more than 60 domestic, joint-venture and imported models that were the most popular in the market for the 2022 winter test of new energy vehicles. During the test, the average temperature was lower than -15 ℃, and the lowest temperature could reach -30 ℃. Relevant testing institutions built more than 600000 square meters of ice and snow fields on the site to conduct multiple tests on vehicles.

The results showed that the average endurance achievement rate of all new energy vehicles was 48.5%, and the average endurance mileage was 268 kilometers, which was a certain increase compared with 2021. Among them, the average endurance achievement rate of domestic models was 49.1%, taking the top three places, and that of the joint venture brand models was only 45.8%. At the same time, the average time from fast charging to full charging of domestic models was 107.1 minutes, which had a significant advantage over the 162.3 minutes of joint-venture models.

(2) Prospect analysis of ternary lithium batteries in Northeast China

The prospect of ternary lithium batteries in Northeast China is very broad. In this region, the development of ternary lithium batteries has been strongly supported in many aspects. Northeast China has significant advantages in raw material supply, technical level and market demand, which together promote the development of ternary lithium batteries in Northeast China.

First of all, from the perspective of raw material supply, Northeast China is suitable for planting lithium mineral raw materials and has abundant lithium mineral reserves, which provides a stable supply of raw materials for the production of ternary lithium batteries. Secondly, in terms of technical level, universities and scientific research institutions in Northeast China have strong strength in the fields of materials science and electrochemistry, which can provide strong technical support for the research and development of ternary lithium batteries. Finally, in terms of market demand, Northeast China is an important base for China's automobile, machinery and equipment manufacturing industries, which have a strong demand for high-performance power batteries, while the demand for energy storage equipment and new energy fields is also increasing.

In terms of performance, a ternary lithium battery has significant advantages over other types of batteries in terms of energy density, low-temperature performance and charging efficiency. Its higher energy density means more power can be stored in the same volume or weight, providing a longer range. The low-temperature performance is better, so that the battery activity decay is less in cold environments, and the performance of the electric vehicle in the low temperature area is guaranteed. Higher charging efficiency supports higher charging power, thus shortening charging time. These advantages make ternary lithium batteries especially popular in the northern regions.

From the perspective of market trends, the global market size of electric vehicles and renewable energy storage systems is expanding rapidly, and the government's support policies for new energy vehicles and the implementation of environmental regulations provides huge growth space for the ternary lithium battery market. The commercialization of the technology has further enhanced the competitiveness of ternary lithium batteries and promoted the further expansion of the market.

To sum up, the development prospect of ternary lithium battery in Northeast China not only benefits from its advantages in raw materials, technology and market demand, but also because of its outstanding performance and the positive impact of market trends. With the continuous progress of technology and the continuous expansion of the market, ternary lithium batteries are expected to play a more important role in Northeast China and even globally, contributing to the development of the new energy industry.

1.1.3 Advantageous conditions of project construction

(1) Policy advantages

The state has issued the New Energy Vehicle Industry Development Plan (2021-2035), which encourages the application of power changing mode, strengthens the research and development of new charging technologies such as intelligent and orderly charging, high-power charging, wireless charging, and improves the charging convenience and product reliability. In 2021, the government work report once again mentioned to increase facilities such as power changing stations.

The Implementation Opinions on Further Improving the Service Guarantee Capability of Charging and Changing Infrastructure (Draft for Comments) proposed to improve the public charging and changing service guarantee capability. Encourage charging operation enterprises to gradually increase the proportion of fast charging piles: promote the construction of charging and changing facilities in villages and towns. Accelerate the promotion and application of the power changing mode, support the construction and layout of special power changing stations, and explore the separation mode of vehicle and electricity. Explore a shared power changing mode in the fields of taxi, online car hailing and logistics transportation, optimize and improve the shared power changing service experience.

(2) Talent advantages

Changchun has a strong scientific and technological force and concentrated colleges and universities. It has more than 30 colleges and universities such as Jilin University and Northeast Normal University, and more than 100 well-known scientific research institutions at home and abroad, including Changchun Institute of Applied Chemistry, Chinese Academy of Sciences and Institute of Optics, Mechanics and Physics. At the same time, it also has more than 700 secondary schools of various types, more than 40000 teaching and scientific research personnel, including nearly 1000 professors and researchers who enjoy reputation at home and abroad, and more than 300000 professional and technical personnel of various types. It can be said that it has excellent scientific research equipment, rich human resources, and is one of the few knowledge-intensive areas in China.

(3) Location advantages

The Automobile Development Zone is located in the southwest of Changchun City, starting from Puyang Street and Chang-Shen Railway in the east, to the south is Fanjiatun Town, Gongzhuling City, to the west is Xixinkai River, and to the north is Jingyang Road, Zhinong Road, and Changchun West Lake. The jurisdiction service area is 110 square kilometers. No. 102 National Highway, Chang-Shen Railway and other external traffic lines pass through the southern part of the zone, and the around-city highway passes through the middle of it.

(4) Industrial advantages

The Automobile Development Zone is the core area of automobile industry in Jilin Province and Changchun, and is the only national development zone named after the automobile industry in China. The headquarters of FAW Group, FAW Jiefang, FAW-Volkswagen, FAW Fengyue and other FAW Group's wholly-owned and holding automobile manufacturers are located in the zone. The zone has formed a product pattern of three series of "medium, heavy, and sedan" with multiple models. The development zone has a very strong foundation for automotive parts manufacturing. There are about 300 automotive parts companies, including FAW Faway, Zexel Air Conditioning, FAW Casting, FAW Forging, FAW Mold Center, etc., which are relatively influential in China and have formed a certain scale of supporting system and a cluster of parts manufacturing enterprises with certain competitive advantages in China. The built-up area and its surrounding areas have a solid foundation of automobile industry. FAW-Volkswagen, FAW Jiefang, FAW Car and other automobile manufacturers, more than 300 automotive parts enterprises and a number of automobile modification enterprises form a well-known automobile manufacturing enterprise cluster at home and abroad. FAW Technology Center, MMI Planning & Engineering Institute IX Co., Ltd., and the Automobile College of Jilin University constitute the most concentrated area of domestic automobile research and development and education institutions. China’s largest automotive parts trading and distributing center, and the largest automobile and used car trading market in Northeast China, etc. constitute a complete automobile aftermarket service area.

1.2 Contents and scale of project construction

1.2.1 Product scale

The initial production capacity of the project is 250000 sets, and it is expected to reach 400000 sets after three years of operation.

1.2.2 Contents of project construction

The project is planned to cover an area of 20000 square meters, industrial plants are built, equipment is installed and then new energy battery packs are produced.

1.3 Total investment of the project and capital raising

The total investment of the project is 1 billion yuan, including a construction investment of 800 million yuan.

1.4 Financial analysis and social evaluation

1.4.1 Main financial indexes

After the completion of the project, its annual sales income will be 724.64 million yuan, its profit will be 217.39 million yuan, its investment payback period will be 6.6 years (after the tax, including the construction period of 2 years) and its investment profit rate will be 21.74%.

Note: “10 thousand yuan” in the table is in RMB.

1.4.2 Social evaluation

After the completion of the project, it is conducive to accelerating the standardization and generalization of the power changing mode. Promote the standardization of the battery packs, so that the battery packs can be exchanged between different vehicle enterprises, different power changing stations and different users.

1.5 Cooperative way

Sole proprietorship

1.6 What to be invested by the foreign party

Technology, design, construction and operation

1.7 Construction site of the project

Changchun Automobile Economic and Technological Development Zone

1.8 Progress of the project

The project cooperation plan has been prepared

2. Introduction to the Partner

2.1 Basic information

Name: Changchun Automobile Economic and Technological Development Zone Management Committee

Address: No. 7766 Dongfeng Street, Lvyuan District, Changchun City, Jilin Province

2.2 Overview

Changchun Automobile Economic and Technological Development Zone (hereinafter referred to as "Auto Development Zone") is a national economic and technological development zone approved by the State Council. It mainly undertakes three tasks: speeding up the construction of Changchun International Automobile City, building a new urban area in the west of Changchun and undertaking social functions separated by FAW. Its administrative area is 110 square kilometers, and it has jurisdiction over 4 sub-district offices. The built-up area is 23 square kilometers. The total population of the zone is 250000, of which the non-agricultural population is 190000. There are more than 3160 enterprises of various types. Since the establishment of the zone, it has successively been awarded the titles of National Automotive Parts Export Base, National Automotive Electronics Industry Base, National New Industrialized Industry Demonstration Base, etc. It is the first development zone in Northeast China to start the establishment of national eco industrial demonstration park. In November 2012, it also passed the IS0 9001 international quality management system and IS0 14001 international environmental management system certification, and obtained the quality management system and environmental management system certificates issued by China CQM Certification Group.

2.3 Contact method:

2.3.1 Contact information of project cooperation unit:

Contact person: Zhang Kaidi

Tel: +86-18514336893

2.3.2 Contact method of the city (prefecture) where the project is located:

Contact unit: Changchun Cooperation and Exchange Office

Contact person: Zhang Junjie

Tel: +86-15704317930

Fax: +86-431-82700590

E-mail: xmc82763933@163.com