Fu Neng Technology Wang Yan: SPS reduces the cost of battery system 33%, and the price of raw materials falls next year

A battery company that came out of the "silent period" came. With this step, Funan Technology took 4 years.

On September 9th, the "2022 Fineng Technology Strategy and New Product Conference" was held as scheduled. The release meeting took 80 minutes. Wang Yan, the chairman of Fenng Technology, took off the manuscript to interpret the new power battery solution -SPS (Super Pouch Solution), and proposed a complete set of innovative innovations from the battery to the system, manufacturing to recycling innovation, Solution, creating a new product that meets customer requirements and user needs in terms of range, charging efficiency, cost reduction and efficiency, and adaptation models.

For the first appearance in the public, and maintained "silent" in the past 4 years, Wang Yan explained, "We have not stopped in the past 4 years, and they are all looking for the next generation of solutions. SPS is the research results of 4 years."

What is SPS

As the protagonist of this press conference, SPS is not a battery product, but a new solution for power battery. The four innovative technologies are integrated with large soft bag battery core, large soft bag battery system, large soft bag battery manufacturing and direct recycling. One.

Full -pole, multi -pole ears large soft bag power cells launched by Funng Technology change the design of the multi -battery series of the previous generation power battery system, which will simplify the battery system structure; Objectives meet the power needs of various new energy vehicles; the application of semi -solid electrolytes, reducing the amount of liquid electrolyte, and improving the safety of the cells.

Thanks to the high degree of compatibility of the material system, the large soft -packed electrical core can be used for material systems such as high nickel trice to low nickel -rich lithium -rich manganese, manganese -phosphate iron lithium, sodium ions, etc., matching different needs. The manufacturing process that is upgraded simultaneously enables SPS to have a considerable investment -out -out -out ratio. Direct recycling the maturity of the technology will further improve the material utilization rate on the basis of reducing energy consumption and reducing costs.

In the case of keeping the battery system's chassis unchanged, the Feno Technology SPS can regulate the height of the chassis of the battery system by adjusting the thick -packed core thickness of the horizontal layout, that is, the same chassis and a battery cell can be suitable for suitable With full passenger models.

At the same time, for the current charging pain points of C -end users, SPS has achieved a unified configuration of "charging 10 minutes, 400 kilometers" with different charging power batteries to meet the needs of various users and replenishment.

From the data point of view, the Funneng Technology SPS, which adopts the design design of the large soft -packed core sleeper, reduces the battery system components by 50%, the material cost is reduced by 33%, the increase in volume utilization to 75%; and models equipped with 4680 cylindrical batteries Compared with, the volume utilization rate of Funan Technology SPS is 12%higher, with 3 times the cycle life, and the thermal conductivity is increased by 60%.

Regarding the next product planning of Fenng Technology, Wang Yan said that sodium ion batteries, lithium iron phosphate, manganese -phosphate iron lithium and other plans to launch the first generation of products in 2023. In terms of low nickel, it is planned to launch a low -nickel -rich manganese -rich system product of 250WH/kg in 2024. It is expected to further increase to 290Wh/KG in 2030.

The market share of "soft bag battery" is still the highest in the world, and the company's market share next year will increase

Compared with square batteries and cylindrical batteries, the market share of soft -bag batteries in the domestic market is relatively low. Therefore, for Fung, which specializes in "soft -pack battery" technology, production capacity and revenue have always been paid attention to.

According to Fuman Technology's half -annual report in 2022, the company achieved operating income of 5.223 billion yuan in the first half of this year, an increase of 495.48%year -on -year; net loss at the same period was 159 million yuan, which was narrowing from the net loss of 226 million yuan in the same period last year. profit. In terms of shipments, the shipments in the first quarter were 2.4GWh, 3.5GWh in the second quarter, and the cumulative shipments in the first half of this year were 5.9GWh.

Fu Neng Technology said that on the one hand, the company's large amount of products exported, data is not included in domestic statistics. On the other hand, after cooperating with Daimler, the industrialization process is relatively long, and the output has been relatively low in the market. Starting next year, the market share of soft bags will increase significantly.

At the same time, Wang Yan emphasized that the current market share in the soft bag battery is still the highest in the world. "For Fenng Technology, 2022 is the first year of developing customers. It has production capacity, resources, and can release new technologies to enter the market. Our market share will increase quickly."

The price of power battery raw materials is speculated, and it is expected to fall next year

When it comes to the "first year" opening of Fu Neng Technology, Daimler and GAC have to be mentioned.

In July 2020, Daimler scolded about 500 million yuan to invest in Fenng Technology and became a strategic shareholder holding 3%of the shares. Subsequently, Funng Technology signed a tens of billions of euros of power battery supply contracts with Daimler, which agreed to supply the total supply of 170GWh from 2021 to 2027, and began to supply the Daimler EVA global platform in mid -2021. It is also the exclusive supply of battery vendors for new EQA, EQB, EQE and other models.

On the other hand, the new energy brand models of GAC Group Ean V, Ean S Plus, and Ean Y are equipped with Fenng Technology products. Fusen Technology's 2021 financial report shows that the sales of GAC Group's contribution of the year accounted for 42.61%. With the rise of GAC Group's sales, Fenng Technology was up.

Driven by high -quality product power, Fu Neng Technology's partners have increased, but rising raw materials and the pressure of production capacity have also followed.

According to the current performance of the raw material market, Wang Yan bluntly stated that it is not normal, and there are many factors for hype."This month is seen that the" supply "of raw materials is greater than" need ", and the price is still rising, indicating that there are many factors for hype. We expect the price will fall next year, but it is impossible to return to the level before 2020." FuEnergy Technology said that the SPS large soft bag battery system launched this time has greatly reduced the cost of material and manufacturing end, and increases the material utilization rate to more than 99%, effectively reducing costs and energy consumption.

In terms of production capacity planning, Fenng Technology plans to deploy 130GWH in China. Among them, Ganzhou bases are 46GWH, and the production capacity of Zhenjiang, Wuhu and Southwest (planned) is 24GWH, 24GWH and 36GWH, respectively.In terms of overseas factories, Europe has planned 16GWH production capacity, and the factory site is determined to be in Germany and Turkey.

Zhang Feng, senior vice president and secretary of the board of directors of Fineng Technology, has publicly stated that in order to achieve the goal of not less than 120GWh in 2025, the company will have a 55GWH production capacity construction plan in the next year and a half.

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