Intensive expansion of 3C lithium-ion battery leaders

In recent years, the demand for emerging consumer electronics products, including TWS Bluetooth headsets, smart wearables, smart speakers, e-cigarettes, and drones, has been increasing, providing new upward momentum for the consumer lithium-ion battery industry. With the significant drop in the cost of lithium-ion batteries and the improvement of various performances, the cost-effective advantages of lithium-ion batteries have been fully highlighted. They will accelerate their penetration in the fields of drones, mobile phones, automobiles, base stations, and two-wheeled vehicles, and continue to replace lead-acid batteries, Traditional batteries such as nickel-metal hydride batteries. Relevant data show that the global wireless headset market is estimated to have reached 220 million units in 2020, and the estimated lithium-ion battery market has risen by 90%. Global shipments are expected to increase to 600 million units by 2022, with an average annual compound growth rate of 66%. In the notebook market, the global notebook market shipments in 2019 were 171 million units, a year-on-year increase of 5%. It is expected that shipments will increase to 194 million units in 2024, with an average annual compound growth rate of 3%. Although the increase is slow but still There is a stock market. Industry data predicts that by 2025, the global e-cigarette market will exceed 300 billion yuan. According to the 10%-30% of the cost of e-cigarettes occupied by lithium-ion batteries, the market size of lithium-ion batteries for e-cigarettes is expected to reach 100 billion yuan by then. . The Ministry of Industry and Information Technology predicts that by 2025, the output value of civilian drones will reach 180 billion yuan, with an average annual growth rate of more than 25%. At present, consumer drones are basically all equipped with lithium-ion batteries. The resulting lithium battery incremental market space, including Desai Battery, Jiabaiyu, and Zhuhai Guanyu have all laid out in the field of consumer lithium-ion batteries recently. The following is a review of the expansion and performance of the company: Desai Battery On the evening of February 22, Desay Battery announced that in order to improve the company's overseas layout, its wholly-owned subsidiary Huizhou Battery will increase its wholly-owned subsidiary Hong Kong Battery by US$12 million, which is mainly used for construction and operation in Vietnam New manufacturing base. On December 22, 2020, Huizhou Battery intends to introduce ATL’s wholly-owned subsidiary Hong Kong Xinnengda as a strategic investment. After the capital increase is completed, Hong Kong Xinnengda will hold no more than 49% of the equity in Huizhou Battery. Desay Battery will Holds the remaining equity in Huizhou Battery. Desay Battery's 2020 annual performance forecast shows that operating income in 2020 is expected to be 19.389 billion yuan, an increase of 5.1% year-on-year; net profit is expected to be 700 million yuan to 760 million yuan, an increase of 4.50%-13.46% from the same period last year. The reason for the change in performance is that the business of lithium-ion batteries, such as smart wearables, power tools, and notebooks, has risen well. Jiabaiyu (Kunshan) Electronics Co., Ltd. lithium-ion battery production project settled in Jiangsu Haian High-tech Zone on February 22, with a total investment of 300 million US dollars. The first phase of the project has an investment of 100 million US dollars and equipment investment of 400 million yuan. It is reported that Jiabaiyu (Kunshan) Electronics Co., Ltd. is a wholly-owned subsidiary of Taiwan's listed company Jiabaiyu Industrial Co., Ltd., and is a strategic partner of well-known international companies such as Samsung, Asus, Lenovo, FAW-Volkswagen, and MAKITA. The company's lithium-ion batteries are mainly used in notebooks, tablet computers, mobile phones, automobiles, power tools and other items. Zhuhai Guanyu On January 27, Zhuhai Guanyu’s 'Soft-Pack Polymer Lithium Ion Battery Intelligent Manufacturing Project' held a groundbreaking ceremony. It is expected that the output will increase by 30% after the project is put into production. The project is planned to be constructed in two phases. The first phase is expected to have a total investment of about 2 billion yuan, which is expected to be completed and put into operation in 2022, with a total output of 150 million soft-pack polymer lithium-ion batteries. The products are used in application terminals such as notebook computers, mobile phones, smart wearable devices, drones, vacuum cleaners, and power tools. The reason for the expansion of output, Zhuhai Guanyu related personnel told Gaogong Lithium battery that the current supply of products is in short supply, and the supply and demand gap is mainly in the aspects of laptops, mobile phones, and small power.