Author: Hua Fangyuan; Editor: Zhang Lin
The birth of a power battery usually requires three major process links: front, middle and rear, each link contains multiple subdivided processes. Among them, the core link of the front-end process is coating, that is, the stirred slurry is uniformly applied on the metal foil and dried to make positive and negative electrode sheets; the core link of the middle-end process is winding/lamination, that is, the positive and negative electrode sheets and the diaphragm are wound/laminated to form a battery cell in a certain order; the core link of the rear-end process is melting and capacitance, with the purpose of completing the activation and detection of the battery cell.
Accordingly, a battery production line also needs to include multiple subdivided equipment. Generally speaking, the equipment value of the front, middle and rear process links account for 35%, 35%, and 30%, respectively. Among them, the value of the coating machine in the front process is about 80%, the value of the winding/lamination machine in the middle process is about 70%, and the value of the chemical component capacitance equipment in the back process is about 30%. Lithium battery equipment is a non-standard product, and suppliers need to design, develop and produce according to customer requirements.
After years of development, domestic lithium battery equipment companies have continuously increased their market share with higher service quality, faster response speed and stronger cost advantages. In 2019, the domestic production rate of lithium battery equipment in the Chinese market has reached 90%.
typical production process flow chart of lithium batteries Source: Gaogong Lithium Battery, Western Securities
In addition, laser technology has become an indispensable tool for battery production due to its high efficiency, precision, flexibility, reliability and stability, small welding material loss, automation and high safety. Its welding, cutting, compliance, and cleaning functions play an important role in the front, middle and rear channels. Thanks to the prosperity of the new energy track, many laser companies may have deepened or increased their investment in the field of lithium battery equipment, becoming important upstream suppliers of power batteries and their equipment manufacturers.
In addition, key equipment such as cathode rollers with high technical difficulties have also broken the foreign technology monopoly in recent years and opened the road of domestic substitution. Lithium battery copper foil equipment is another key equipment in the battery industry chain. In addition to the mainstream electrolytic copper foil, the advantages of PET composite copper foil are considered to be a strong competitor of lithium battery copper foil based on cost, process, performance, etc. The key production links magnetron sputtering and water electroplating equipment are gradually emerging.
This article will sort out the domestic suppliers of lithium-ion battery manufacturing equipment, including front, middle and rear equipment, laser equipment and lithium battery copper foil equipment manufacturers. It should be noted that the sorting of laser equipment and copper foil equipment manufacturers mainly covers related companies in the lithium battery field, and industry giants such as Dier Laser that have not yet been involved in the lithium battery field have not been sorted out in this time.
front, middle and back equipment
pilot intelligent
pilot intelligent was established in April 2002 and was listed on the GEM in 2015. It specializes in the research, development, design, production and sales of high-end non-standard intelligent equipment. It is a world-leading new energy equipment provider. Its business covers lithium battery intelligent equipment, photovoltaic intelligent equipment, 3C intelligent equipment, intelligent logistics systems, automotive intelligent production lines, hydrogen energy equipment, laser precision processing equipment and other fields.
In 2012, Pioneer Intelligent officially entered the lithium battery equipment field from the middle road core equipment winding machine, and has successively achieved vertical layout by acquiring domestic leading domestic back road equipment such as Titan New Power and self-developed coating machines. It has now become the world's largest lithium battery equipment manufacturer and is also one of the few lithium battery equipment manufacturers with the supply capabilities of front, middle and rear roads.
Pioneer Intelligent maintains cooperative relationships with globally renowned battery manufacturers such as CATL , ATL, BYD, AVIC Lithium Battery , LG, SKI, Panasonic , Tesla, BMW , Toyota and other world-renowned battery manufacturers have maintained cooperative relationships with car companies. In 2021, Pioneer Intelligent introduced CATL strategic investment, and CATL became the third largest shareholder with a shareholding ratio of 7.15%, and proposed to give Pioneer Intelligent priority within the next three years at a quota of no less than 50% of the new investment amount of core equipment for battery cell production. Pioneer Intelligence actively promotes international layout and sets up branches/subsidiaries in the United States, Germany, Sweden, Japan and South Korea, and the equipment produced has been sold to Europe, the United States, Japan and South Korea.
yinghe Technology
yinghe Technology was established in June 2006 and was listed in 2015. It is mainly engaged in the research, development, production and sales of lithium-ion batteries. Yinghe Technology's main products include coating, rolling, slitting, filming, winding, die-cutting, lamination, liquid injection, automatic assembly line and other series of core equipment. It is used in the front, middle and rear process sections of lithium-ion battery production. It is the first provider in the industry to launch a complete line solution for lithium battery intelligent production line and belongs to the world's first camp supplier of lithium battery equipment.
In January 2020, Shanghai Electric became the controlling shareholder of Yinghe Technology, and the Shanghai State-owned Assets Supervision and Administration Commission became the actual controller. Shanghai Electric, as one of the largest comprehensive equipment manufacturing groups in China, provides important support for Yinghe Technology in terms of funds, industry resources, brands, credit, etc. In terms of customers, Yinghe Technology has established in-depth cooperative relationships with well-known domestic and foreign battery manufacturers such as CATL, BYD, Guoxuan Hi-Tech , LG Chem, and has actively expanded its overseas territory. Its products have been sold to overseas customers such as Japan, South Korea, Europe and the United States.
Liyuanheng
Liyuanheng was established in November 2014 and was listed on Science and Technology Innovation Board in July 2021. It is mainly engaged in the research, development, production and sales of intelligent manufacturing equipment. Its products include lithium battery manufacturing equipment, automobile parts manufacturing equipment and other industry manufacturing equipment. It is mainly based on lithium battery manufacturing equipment, and has basically covered the entire process equipment of lithium battery production process such as battery cell manufacturing, battery assembly, battery cell testing, battery assembly, logistics and warehousing. It is one of the leading enterprises in the domestic lithium battery manufacturing equipment industry.
Liyuanheng has established long-term and stable cooperative relationships with well-known manufacturers such as New Energy Technology, CATL, BYD, Honeycomb Energy, Guoxuan Hi-Tech, Xinwangda, etc. At the same time, Li Yuanheng actively deploys overseas business, obtained orders for lithium battery equipment from foreign front-line customers including North America, Germany and South Korea, and will further explore the smart warehousing, photovoltaic and hydrogen energy industries.
Hangke Technology
Hangke Technology was founded in 1984 and was listed on the Science and Technology Innovation Board in 2019. It is committed to the design, research and development, production and sales of various rechargeable batteries, especially the after-treatment systems of lithium-ion batteries. The main products are charging and discharging equipment and internal resistance testers and other equipment, and can provide the overall solution for the after-treatment system of lithium battery production line. It is a leading domestic lithium battery rear-treatment equipment company.
Hangke Technology pursues a major customer priority strategy and supplies various lithium-ion battery production line post-processing system equipment to well-known domestic and foreign lithium-ion battery manufacturers such as Samsung , LG, SKI, Sony (now Murata, Japan), Yiwei Lithium Energy, BYD, Guoxuan Hi-Tech, Tianjin Lishen, CATL and other well-known domestic lithium-ion battery manufacturers. It is one of the few domestic post-processing equipment manufacturers that can export complete sets of equipment and work closely with major lithium-ion battery manufacturers such as Japan and South Korea.
Xianhui Technology
Xianhui Technology was established in March 2007 and was listed on the Science and Technology Innovation Board in 2020. Its main business is the research and development, production and sales of various intelligent manufacturing equipment. Among them, new energy battery equipment accounts for the largest proportion. The core products are power battery modules and Pack production lines. They belong to the back-end process of lithium battery equipment and have a market share of about 20% in the module/PACK equipment segment.
Xianhui Technology is an early domestic enterprise that entered the field of intelligent manufacturing equipment for new energy vehicles. It is the main supplier of power battery pack (PACK) production lines of Volkswagen (including SAIC Volkswagen , FAW Volkswagen ) and BMW Brilliance. It is the supplier of power battery module production lines of CATL and Funeng Technology. It is one of the few Chinese companies that directly provide power battery pack (PACK) production lines for major European automobile brands (Volkswagen Skoda (Czech Republic)).
Keheng Co., Ltd.
Keheng Co., Ltd. was established in 1994 and was listed on the GEM in July 2012. The main business is the lithium-ion battery positive electrode materials and lithium-ion battery automation production equipment upstream of the lithium battery industry chain, and other products include rare earth luminescent materials, catalytic materials, optoelectronic equipment, etc.
Its wholly-owned subsidiary Haoneng Technology is committed to the research and development, production and sales of automated equipment in the front-section of lithium-ion battery production. It is the first domestic extrusion coating machine developer. Its main products include coating equipment, film rolling equipment, and slitting equipment. Among them, the market share of extrusion coating machines is about 30%, the market share of high-speed double-layer extrusion coating machines is about 70%, and the market share of roller press and slitting machine is about 30%, and it maintains long-term and in-depth cooperation with well-known brands such as BYD, CATL, Panasonic, Murata, Vision, TDK, Samsung, TPK, etc.
Xingyun Co., Ltd.
Xingyun Co., Ltd. was established in January 2005 and listed on the GEM in 2017. It is a high-tech enterprise specializing in the research and development and production of lithium battery pack testing equipment, lithium battery pack intelligent manufacturing solutions, fuel cell testing, intelligent manufacturing solutions, energy storage converters and charging piles.
The current customer group of Xinyun Co., Ltd. covers power battery manufacturers such as CATL, BYD, Funeng, Guoxuan Hi-Tech, Honeycomb, Qingtao, Ruipu and other power battery manufacturers. On the basis of adhering to the development positioning with detection technology as the core, Xingyun Co., Ltd. actively explores new business segments such as component capacity, and its component capacity equipment has obtained batch orders from leading industry customers.
Kori Technology
Kori Technology was founded in 2001 and was listed on the SME Board in 2019. Its main products include automation testing equipment and automation assembly equipment, automation equipment accessories, precision parts, and are used in mobile terminals, new energy, automobiles, hard disks, medical and health industries.
In the new energy business field, the company is positioned as a middle and back section solution provider for the new energy lithium battery manufacturing equipment industry. It is a leading supplier of bare cell production and battery assembly section equipment. Its main products include lamination, rubber wrapping, vacuum packaging, Mylar (polyester film), pressure forming, size inspection, blue film, chemical composition capacity and other production equipment, providing relevant equipment and services to 7 of the top 10 companies in the country's power battery installation volume.
Super Industry Precision
Super Industry Precision was established in October 2012. It specializes in the research and development, production and sales of lithium battery automation production lines. It is affiliated to the listed company's high-end intelligent equipment manufacturer Funeng Oriental. Super Industry precision equipment products include fully automatic chip punching machines, lamination machines, welding machines, packaging machines, liquid injection machines, degassing final sealing machines, as well as the middle and rear section fully automatic production line and logistics connection lines, etc., which are mainly used for lithium battery cell manufacturing, covering the middle and middle stage process of lithium battery production. The customer base covers lithium-ion battery manufacturers such as ATL, CATL, Funeng, Thornton New Energy, Guanyu, Kanai New Energy , Weike , Tianjin Lishen, and AVIC Lithium Battery.
Guangzhou Qingtian
Guangzhou Qingtian was established in March 1996 and is affiliated to China Machinery Industry Group . Engaged in the manufacturing of excitation systems, high-power power equipment, battery detection equipment and other products. In terms of battery detection equipment, Guangzhou Qingtian has been developing related products since 1989 and putting it on the market. It is the earliest domestic company to develop rechargeable battery automatic detection equipment. Its customers mainly include Sony, Shenzhen Bick, Tianjin Lishen, etc.
Lanqi Electronics
Lanqi Electronics was established in September 2001 and is committed to the research, development and production of rechargeable battery synthesis, testing and experimental analysis equipment. Lanqi Electronics' main product types include lithium battery detection and production equipment, polymer lithium battery detection and production equipment, power battery detection and production equipment, combined battery detection and production equipment, nickel-hydrogen , nickel-cadmium battery detection and production equipment, laboratory battery performance testing equipment, battery internal resistance tester , power vehicle battery pack management system, etc. It is one of the domestic manufacturers of early production of rechargeable battery detection and production equipment.
Zhengye Technology
Zhengye Technology was founded in November 1997. It was listed on the GEM in December 2014, mainly providing industrial inspection intelligent equipment and other related products and services to manufacturers in industries such as lithium batteries, semiconductors, PCBs, and flat panel displays.Zhengye Technology's lithium battery testing automation is to provide lithium battery intelligent testing equipment to lithium battery manufacturers, conduct non-destructive testing and analysis of internal defects of lithium batteries, and improve the safety and reliability of lithium batteries. Its main customers include CATL, Zhuhai Guanyu, Honeycomb Energy, BYD, AVIC Innovation, Yiwei Lithium Energy, Funeng Technology, Zhengli New Energy, Xinwangda, Weike Battery, Guoxuan Hi-Tech, Panasonic Energy, Ruipu Energy, Ganfeng Lithium Industry and other lithium battery manufacturers.
Bozhong Seiko
Bozhong Seiko was established in September 2006 and was listed on the Science and Technology Innovation Board in May 2021. It is mainly engaged in the research and development, design, production, sales and technical services of automation equipment, automated flexible production lines, automation key components, tool-mounted clamping (treatment) tools, and its products are currently mainly used in consumer electronics, new energy, semiconductor and other industries. In terms of lithium batteries, Bozhong Precision mainly provides back-end equipment such as liquid injection machines, modules/PACK automation production lines, and its main customers include Honeycomb Energy, ATL, CATL, etc.
Greensheng
Greensheng was established in March 2009. It is a high-tech enterprise focusing on the research and development, design and production of lithium battery automation manufacturing equipment. Its products are laminated machines as the core products, covering core equipment in the middle section of lithium battery such as winding machines, liquid injection machines, and automated production lines, achieving full coverage of square, cylindrical, and soft-pack batteries. In the field of core product lamination machines, Greensen ranks among the forefront of the market in both technology and product scale. In terms of capital, Greensheng completed a 300 million yuan Series B financing in June 2021, and the investors are Qingkong Ginkgo Venture Capital (lead investment), Titanium Capital, Ligong Management, Yuntai Capital (lead investment), Jingxiang Capital, and Heqin Capital.
Northern Huachuang
Northern Huachuang was established in September 2001 and was listed on the SME Board in March 2010. Its main products are electronic process equipment and electronic components. It is a mainstream domestic high-end electronic process equipment supplier and an important high-precision electronic component production base. Northern Huachuang Electronic Process Equipment mainly includes semiconductor equipment, vacuum equipment and lithium battery equipment. In terms of lithium battery equipment, its main products include mixer series, coating machine series, slitting machine series, rolling mill series, winding machine series, lamination machine series, core pack automatic assembly line, testing equipment, drying equipment, battery PACK production line, energy storage cabinet and other series products. Up to now, Northern Huachuang has provided battery manufacturing equipment to major lithium-ion battery research institutes and manufacturers across the country, and has exported its products to Japan, Germany, Russia and other countries.
Chengjie Intelligent
Chengjie Intelligent was established in October 2007. It is engaged in the manufacturing of mid-stage equipment such as fully automatic filming, lamination, and winding in the lithium battery and ultra-electric industries. Its main products include lithium battery equipment, ultra-electric equipment, capacitor equipment, and lamination equipment. In terms of lithium battery equipment, Chengjie Intelligent's main products include winding, lamination, filming, die-cutting equipment, etc. In January 2022, Chengjie Intelligent completed a new round of strategic financing, and the investor was Zhengqi Holdings, a subsidiary of Lenovo .
Jiatuo Intelligent
Jiatuo Intelligent was established in July 2017 and is controlled by listed company lithium battery materials and equipment supplier Putailai . It is a new energy equipment manufacturer and solution provider integrating technical research, development, production and sales. While the original advantageous products are constantly consolidated and upgraded, Jiatuo Intelligent continues to develop and launch new process products, and has initially formed comprehensive product service capabilities including coating, slitting, winding, lamination, liquid injection, and chemical component capacity.
Huazi Technology
Huazi Technology was founded in September 2009 and was listed on the GEM in December 2015. It focuses on providing intelligent control software and hardware products and system solutions for users in new energy, environmental protection and other fields. Its wholly-owned subsidiary, Jingshi Mechanical and Electrical , is a lithium battery test automation company (except for power supply) with a complete set of independent intellectual property rights for software and hardware. It is also one of the few test automation companies in China that can provide square, soft package, and cylindrical batteries. Its main customers include world-renowned lithium battery manufacturers, such as CATL, Honeycomb Energy, Ganfeng Lithium, etc.
Otway
Otway was established in February 2010 and was listed on the Science and Technology Innovation Board in May 2020. Its main business is the research and development, production and sales of high-end equipment. The products are mainly used in the packaging and testing links of the photovoltaic industry, the lithium battery industry, and the semiconductor industry. In the field of lithium battery equipment, Aotway's main products include lithium battery modules, PACK intelligent production lines and lithium battery appearance sorting equipment, which have been selected and purchased by well-known customers in the industry in multiple batches and multiple projects.
Tianyong Intelligent
Tianyong Intelligent was established in July 1996 and was listed on the Shanghai Stock Exchange main board in 2018. It is a leading supplier in the global automation field. In the field of lithium battery equipment, Tianyong Intelligent can currently provide intelligent assembly systems for cylindrical, soft-pack, and square series of power batteries, as well as automated intelligent assembly integration solutions covering battery cell preprocessing, module assembly testing, and PACK assembly testing. Relying on its financial and technological advantages, Tianyong Intelligent is accelerating its expansion in the field of lithium battery equipment, and is committed to building a new energy equipment provider that covers the production of lithium battery electrodes (front process), battery cell assembly (middle process), battery assembly (back process).
Yuchen Intelligent
Yuchen Intelligent was established in December 2012. Its main business is the research, development, production and sales of non-standard automated intelligent assembly equipment and testing equipment. The main lithium-ion battery intelligent equipment products include coating equipment, liquid injection equipment, helium inspection equipment, unwinding furnace equipment, hot pressing plastic shaping equipment, Mylar equipment, shelling equipment, etc., which are mainly concentrated in the assembly and testing links in the latter section of the battery cell manufacturing process. Yuchen Intelligent has established long-term and stable cooperative relationships with well-known domestic lithium battery manufacturers such as CATL, China Innovation Airlines, Ruipu Energy, Yiwei Lithium Energy, Xinwangda, Tafir , Honeycomb Energy, and Sea-based New Energy. It is currently sprinting to list on the Science and Technology Innovation Board, and the application has been accepted by the exchange.
Hengyieng
Hengyieng was established in March 2006. It mainly provides intelligent production lines and intelligent testing lines for power battery manufacturing. Its main products include battery component capacity equipment, battery pack charging and discharging cycle equipment, high-power battery pack charging and discharging equipment, power battery pack EOL testing system, battery post-processing automation system and PACK automation system, etc., and CATL, ACC, SAFT, Panasonic, Mercedes Mercedes-Benz , Siemens , Funeng Technology, ATL, BEYONDER, Honeycomb Energy, Guoxuan Hi-Tech, Lishen , Penghui, Yiwei Lithium Energy, Ruipu New Energy, Vision Energy, Guanyu, Jiewei Power, Desai Battery , GS World-renowned companies such as YUASA and SEMCO have established long-term strategic partnerships.
Ruineng Co., Ltd.
Ruineng Co., Ltd. was established in 2003 and is mainly engaged in the research, development, production and sales of lithium battery testing equipment. At the same time, with lithium battery testing equipment and battery data processing system as the core, it provides customers with customized lithium battery rear-section production lines through integrated supporting equipment. The main customers include BYD, Desai Battery, Yiwei Lithium Energy, Dongguan Derui, Shengyang Co., Ltd., Funeng Technology, etc. Ruineng Co., Ltd. is a full member unit of the Lithium Ion Battery Safety Standards Working Group of the Ministry of Industry and Information Technology, and has participated in the formulation of a number of industry standards for battery and battery charging and discharging testing equipment. In terms of capital, Ruineng Co., Ltd. was listed on the New Third Board in December 2015 and delisted in 2017; and then made an IPO on the ChiNext Board, which was terminated in June 2022.
Depu Electric
Depu Electric was established in March 2001 and was listed on the New Third Board in 2017. It is a provider of integrated power battery pack testing solutions. It is engaged in the development, production, sales, technical services and corresponding system integration business of comprehensive power battery pack testing systems. Its main customers include BYD, FaNeng, AVIC Lithium Battery, etc.
Anhua Automation
Anhua Automation was established in May 2011 and is affiliated to Shanghai Electric Group . It is an high-end equipment manufacturing enterprise focusing on providing factory automation solutions. Its business scope covers power batteries, motor controller , powertrain, three-in-one motor, new material body, robot applications, and hydrogen fuel cells.In the field of power batteries, Anghua Automation mainly provides customers with power battery modules and PACK system solutions. The customer base includes well-known battery manufacturers such as CATL, Tesla, BYD, Guoxuan Hi-Tech, AVIC Lithium Battery, and Yiwei Lithium Energy.
Shanghai Junyi
Shanghai Junyi was established in September 2009. It is a high-tech enterprise with independent technology research and development, customized industrial automation production line, and provides complete solutions for smart factories. Its business scope includes automotive equipment, new energy equipment, robot applications, and laser technology applications. Shanghai Junyi's main products are automotive power battery modules, pack intelligent assembly production lines, all-aluminum battery pallet welding production lines, and establish cooperative relationships with well-known domestic and foreign companies such as CATL, BYD, China Innovation Airlines, Honeycomb Energy, Ideal Automobile, Mercedes-Benz, BMW, Volkswagen and other well-known domestic and foreign companies.
China Electric Technology Research
China Electric Technology Research is the first national converted scientific research institute. It was formerly the Guangzhou Electrical and Electrical Technology Research Institute of the First Ministry of Machinery Industry, which was founded in 1958. It is now affiliated to China Machinery Industry Group Co., Ltd. . It was listed on the Science and Technology Innovation Board in November 2019. It has three major business areas: quality technical services, intelligent equipment, environmentally friendly coatings and resins. China Electric Technology Research Institute is a leading provider of new energy battery automatic detection system in China. It was selected as the core supplier by BYD and has carried out in-depth cooperation with many battery manufacturers such as Honeycomb Energy, Guoxuan Hi-Tech, Xinwangda, Ganfeng Lithium Battery, and New Energy Technology.
Shenghong Co., Ltd.
Shenghong Co., Ltd. was established in September 2007 and was listed on the GEM in August 2017. It focuses on the application of power electronic technology in the fields of industrial supporting power supply and new energy. Its business scope includes five major sectors: power quality, electric vehicle charging piles, energy storage microgrid, battery formation and testing, and industrial power supply. In the field of battery formation and testing, Shenghong Co., Ltd. provides consumer battery cell testing equipment series, power battery cell testing equipment series, battery module testing equipment series, battery PACK testing equipment series and other products. Their main customers include CATL, Yiwei Lithium Energy, ATL, BYD, Xiaopeng Motors, Guoxuan Hi-Tech, Great Wall Motors, Vision Energy, etc.
Zhongmai Technology
Zhongmaike was established in 2014. It is a subsidiary of Taier Co., Ltd., a metallurgical equipment manufacturing enterprise of listed companies. It is mainly engaged in the research and development and manufacturing of lithium-ion battery production equipment and lithium-ion battery recycling automation equipment. Its main product in lithium-ion battery production equipment is liquid injection machines, which are used in the liquid injection process of square aluminum shells, soft bags, and the back of the cylindrical lithium-ion battery.
Jinglang and
Jinglang was jointly established in November 2017. It is engaged in the development and manufacturing of lithium battery-related automation equipment. Its main products include battery automatic liquid injection line, battery automatic assembly line, cylindrical battery automatic assembly line, soft-pack battery fully automatic assembly line, etc.
Nakonor
Nakonor was established in January 2000 and was listed on the New Third Board in May 2015. It is committed to providing battery manufacturers with high-precision, high stability and convenient control of battery pole rolling equipment. Its main products include lithium-ion batteries, nickel-hydrogen batteries, supercapacitor and other pole rolling presses and other uses (such as powder metallurgy, precious metal calendering , etc.).
laser equipment
Dazu Laser
Dazu Laser was established in November 1996 and was listed on the SME Board in 2004. Its main business is the research, development, production and sales of supporting equipment such as industrial laser processing equipment and automation and its key devices. It is the most diverse and largest platform laser processing equipment manufacturer in China.
In the field of power batteries, Dazu Laser's main products include battery cells, modules, PACK laser welding equipment, laser ear cutting equipment, battery cell baking equipment and related automation equipment, etc. In the process section, they already have the full-line delivery capabilities. Dazu Laser maintains good cooperative relationships with mainstream customers in industries such as CATL, China Innovation Airlines, Yiwei Lithium Energy, and Honeycomb Energy. At present, the company's market share and technical level in battery cells, modules and PACK segment equipment are at the forefront of the industry, and the market share of laser ear cutting equipment, battery cell baking equipment and other whole-line equipment products continues to increase.
Lianying Laser
Lianying Laser was established in 2005 and was listed on the Science and Technology Innovation Board in 2020. It is a leading domestic supplier of precision laser welding equipment and automation solutions. Its products mainly include lasers and laser welding machines, workbenches and laser welding automation complete sets of equipment.
Lianying Laser provided power battery laser welding equipment to CATL in 2012, and entered the power battery welding industry. It is currently the largest company in China focusing on the research and development of laser welding in the new energy industry. Lianying Laser's market share in domestic laser welding complete sets of equipment will be 21% in 2021, and the market share will be about 30% in the field of power batteries. It maintains in-depth cooperation with well-known battery companies such as CATL, Guoxuan Hi-Tech, BYD, and Yiwei Lithium Energy.
Haimuxing
Haimuxing was established in April 2008 and was listed on the Science and Technology Innovation Board in September 2020. It is mainly engaged in the research, development, design, production and sales of laser and automation equipment in consumer electronics, power batteries, sheet metal processing and other industries. In terms of power batteries, Haimuxing is mainly engaged in laser cutting business. Its main products include segment production equipment and battery cell assembly section production lines and equipment. Its star product high-speed laser chip makers have a market share of about 40%, ranking as a leading position.
Haimuxing customers are mainly the leading battery manufacturers in the industry, including Tesla, CATL, Yiwei Lithium Energy, China Innovation Airlines, Honeycomb Energy, etc. In addition to stand-alone products, Haimuxing's battery assembly line types are becoming increasingly perfect, and a complete series of lithium battery mid-section joint debugging and testing equipment is gradually forming, realizing the complete full-line delivery capability of fully automated mid-section equipment.
Huagong Technology
Huagong Technology was established in July 1999 and was listed on the main board of the Shenzhen Stock Exchange in June 2000. It was born from Huazhong University of Science and Technology. It currently has three major business segments: intelligent manufacturing equipment business with laser processing technology as the important support, optical connection and wireless connection business with information and communication technology as the important support, sensors with sensitive electronic technology as the important support, and laser anti-counterfeiting packaging business.
Huagong Technology is a well-known domestic laser equipment manufacturer, and its products cover laser cutting, marking, welding, etc. New energy customers have covered leading lithium battery companies such as CATL, Honeycomb Energy, and Yiwei Lithium Energy. In October 2021, Huagong Technology increased its capital for Huagong Shenzhen Huagong Laser and changed its name to Huagong New Energy, increasing its resource investment and business layout in industries such as power batteries, consumer lithium batteries and photovoltaic solar energy.
Yifei Laser
Yifei Laser was founded in December 2005. It is a high-tech enterprise specializing in the research, development, design, production and sales of precision laser processing intelligent equipment. Its main products include automatic assembly lines of lithium battery cells, modules/PACK automatic assembly lines and other automated production lines, as well as various precision laser processing intelligent special aircraft, which are widely used in lithium batteries, household appliances, kitchens, bathrooms, and prefabricated construction industries.
In the field of new energy batteries, Yifei Laser mainly provides customers with products and solutions such as welding machines, intelligent welding stations, battery cell automatic assembly lines, battery modules/PACK automatic assembly lines, and establishes cooperative relationships with well-known companies such as CATL, Guoxuan Hi-Tech, Yiwei Lithium Energy, Penghui Energy, BYD, NIO , and Xiaopeng Motors. In terms of capital, Yifei Laser is currently sprinting for an IPO on the Science and Technology Innovation Board, and the application has been accepted by the exchange.
Jipute
Jipute was established in April 2006 and was listed on the Science and Technology Innovation Board in October 2019. Its main business is the research and development, production and sales of lasers, as well as intelligent equipment mainly used for precision detection and micro-processing of integrated circuits and semiconductor optoelectronics-related devices, and is mainly used in industries such as consumer electronics, semiconductors, and new energy power batteries. Among them, pulse fiber laser , continuous fiber laser and supporting laser module products are mainly used in cutting, cleaning and welding processes in the production and processing of new energy power batteries. The main customers include CATL, BYD, Dazu Laser, etc.
Delong Laser
Delong Laser was established in April 2005 and was listed on the Science and Technology Innovation Board in April 2022. Its main business is the research and development, production and sales of precision laser processing equipment and lasers, and provides customers with laser equipment leasing and laser processing services, mainly used in semiconductors and optics, displays, consumer electronics and scientific research applications. Delong Laser began to make efforts in the new energy field in 2022. It will focus on power batteries, energy storage batteries, photovoltaics and other directions, and based on its own ultrafast laser and fine micro processing technology advantages, it will provide new laser solutions for the difficulties and pain points in the new energy process.
Guangyunda
Guangyunda was established in October 2005 and was listed on the GEM in June 2011. Its main business includes providing laser application services and intelligent manufacturing innovative solutions for the electronic information and aerospace fields. In terms of new energy batteries, the subsidiary Jindongtang independently developed and launched an automated production line for new energy vehicle battery roof laser equipment. The automated production line includes automatic loading and unloading, laser welding electrodes, laser welding explosion-proof valves, electrical performance detection, helium leakage detection, packaging and other processes. It has been delivered to multiple production lines in 2021. The customers are mainly core suppliers of domestic leading battery manufacturers.
Shengxiong Laser
Shengxiong Laser was established in April 2008. It is engaged in the research, development, production and sales of advanced laser micro-nano processing equipment. It is mainly used in display panels, consumer electronics, circuit boards, brittle material processing, semiconductors, new energy and other industries. Shengxiong Laser started as a laser marking machine and has now entered the top three in the subdivided fields of ultrafast laser micro-nano processing systems in China. Since 2020, Shengxiong Laser has entered the field of photovoltaic and power batteries, and has launched stacked power battery pole-piece high-power laser cutting machines, extreme ear laser cutting machines and other products in terms of power batteries.
Everbright Laser
Everbright Laser was established in April 2003 and is engaged in the research and development, design, production, sales and technical services of automation equipment based on laser applications. The main products are laser equipment and automation equipment. Laser equipment includes laser marking, welding and cutting equipment, and automation equipment includes lithium batteries and consumer electronic automation equipment. Among them, lithium battery equipment is mainly used in the middle and rear stages of lithium battery production, including the middle section of the battery cell and the module PACK section equipment: the middle section of the battery cell includes filming, lamination, welding packaging, testing, liquid injection, etc.; the module PACK section equipment includes battery cell sorting, module stacking, welding, testing, PACK assembly and testing, etc.
Lithium battery copper foil equipment
Aerospace Science and Technology Group Fourth Academy 7414 Factory
Aerospace Science and Technology Group Fourth Academy 7414 Factory was founded in 1969. It specializes in the development and production of metal products of aerospace solid rocket engines. It is a large backbone comprehensive machinery manufacturing factory responsible for the development of aerospace products. It has strong technical advantages in precision CNC processing, the design and manufacturing of special material pressure vessels and non-standard equipment, ultra-high strength steel welding, large workpiece heat treatment and strong spinning. In terms of lithium battery copper foil equipment, the main products of Factory 7414 are 2.7-meter large-diameter cathode rollers and 2.7-meter high-precision lithium battery foil integrated machine, breaking the technical monopoly of foreign companies in the field of large-diameter cathode rollers, and the domestic market share is more than 60%. The new product, 3-meter diameter cathode roller, is expected to be delivered in October 2022, and the world's first cathode roller with a huge width of 1.85 meters is about to be put into production.
Hongtian Technology
Hongtian Technology was established in April 2012, focusing on providing lithium battery copper foil enterprises with one-stop planning and design solutions, factory-wide electromechanical intelligent equipment, software and hardware systems and automation equipment customization services. The core products, electrolytic copper foil cathode rollers, foil vegetation machines, anode plates, high-efficiency melting copper tanks, surface treatment machines, etc., have an annual production capacity of more than 1,000 sets.
Hongtian Technology has served the main customers including South Korea Rijin, Taiwan South Asia, Changchun Group, Nord Co., Ltd., Jiayuan Technology, Xinjiang Yiri, Chaohua Technology, Zhongyi Technology, Jinchuan Group, Jiangtongyez and other well-known domestic and foreign companies, with a market share of more than 30%. The cathode rollers produced by Hongtian Technology are mainly 1.5 meters to 2.7 meters in diameter, and have successfully developed ultra-large specification electrolytic copper foil cathode rollers, foil vegetation machines and supporting equipment with a diameter of 3 meters and a width of 1.82 meters.In terms of capital, after Hongtian Technology completed its A round of financing in October 2021, Dawson Co., Ltd., a listed company's oil and gas drilling and production equipment supplier, issued an announcement in June 2022 that it plans to acquire 51% of Hongtian Technology's equity.
Xi'an Taijin
Xi'an Taijin was established in November 2000. It is affiliated to the Northwest Nonferrous Metals Research Institute (Group). It is mainly engaged in the research and development, manufacturing, testing, testing and technical services of electrode materials and high-end electrolytic complete sets of equipment. It is the main research and development and production base of domestic high-end electrolytic copper foil complete sets of equipment and anode materials; it is also a landmark enterprise in the entire process of production of titanium anode, cathode roller, foil cultivation integrated machine, surface treatment line and high-efficiency copper dissolved system for high-end extremely thin copper foil.
Xi'an Taijin has produced more than 150 2-meter cathode rollers since 2009, and has started supplying a 2.7-meter cathode roller series in 2018. Cooperation customers include Qinghai Nord, Jiujiang Defu, Hubei Zhongyi, Hubei Zhongke, Guizhou Zhongding, etc.
Dongwei Technology
Dongwei Technology was established in December 2005 and was listed on the Science and Technology Innovation Board in June 2021. It is mainly engaged in the research, development, design, production and sales of high-end precision electroplating equipment and its supporting equipment. The main products are divided into three major fields. The first is high-end printed circuit (PCB) electroplating special equipment, the second is hardware surface treatment special equipment, and the third is the research and development and manufacturing of special equipment for new energy power battery negative electrode materials and photovoltaic special equipment.
Dongwei Technology's main product in the new energy field is roll horizontal film electroplating equipment, used to produce PET composite copper films. It is currently the only manufacturer in China that can mass-produce PET coating equipment. PET copper plating production has three processes: base film manufacturing, magnetron sputtering, and electroplating copper film. In addition to the advantageous coating equipment, Dongwei Technology is also actively planning to make magnetron sputtering process equipment and is gradually introducing magnetron sputtering vacuum plating technology. It is expected that magnetron sputtering equipment will be put into production in the second half of 2022.
Tengsheng Technology
Tengsheng Technology was established in October 2016 and specializes in the development of various vacuum application equipment, semiconductor equipment, lithium battery equipment and nanomaterial equipment. Tengsheng Technology has developed the first domestic vacuum coating equipment for mass-produced composite copper foils. It has strong vacuum coating technology and equipment design and manufacturing experience, and has accumulated more than 5 years of technical accumulation in composite copper foil material technology and equipment.
The equipment produced by Tengsheng Technology has been sold to domestic and foreign battery and material manufacturers such as Chongqing Jinmei and Japan TDK. Among them, Chongqing Jinmei is one of the suppliers of composite copper foil current collector materials of CATL. Japan TDK is also actively planning the production and application of composite copper foil current collector materials.
分类
分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分类分� After years of technological development and accumulation of experience, Huicheng Vacuum has complete vacuum coating equipment research and development, manufacturing capabilities and coating process development capabilities, and has developed ultra-thin composite copper foil PVD coating equipment using lithium battery negative electrode current collector materials.
Overall, the battery production equipment industry has high barriers and customized characteristics. On the one hand, the high barriers are due to technical accumulation. Suppliers with stronger technical capabilities have more advantages in terms of security, consistency, automation, etc.; on the other hand, the "3331" collection model commonly used in the industry leads to a longer payment cycle, which puts higher requirements on the supplier's financial strength. The high degree of customization of non-standard products has made the battery production equipment industry a relatively high link in the power battery industry chain with relatively high gross profit margin and customer stickiness. As the power battery market concentration is getting higher and higher, the in-depth binding of high-quality downstream customers has also become a key factor in gaining competitive advantages.
"3331" collection model of battery production equipment industry Source: Public information sorted
At present, battery production equipment has achieved a domestic production rate of 90% in the domestic market, and the development degree and competitive landscape of each sub-sector are different.The domestic production rate of front-end process equipment has reached 85%, but there is still a gap between domestic equipment and international advanced level; the domestic equipment in the middle process has a competitive advantage compared with international equipment, among which the market concentration of core equipment winders is relatively high, the market share of pilot intelligence exceeds 50%, and the market concentration of lamination machines is relatively low; the product competitiveness and market concentration of domestic equipment in the later process are also relatively high, and domestic equipment has entered the overseas supply chain.
In contrast, the laser equipment industry is relatively scattered, and there are advantageous enterprises in various sub-sectors such as welding, cutting, and marking. The competitive landscape of the lithium battery copper foil equipment industry is relatively clear. Currently, there are three main domestic cathode roller suppliers, and PET composite copper foil equipment is still in the stage of domestic substitution.
Looking at the development history of the battery production equipment industry, we will see the process and trends from domestic substitution to export overseas, from stand-alone supply to full-line delivery, from automation to intelligence. With the continuous evolution of the development stage of the new energy industry, equipment suppliers will also gradually move further and further on the road to reducing costs and increasing efficiency.
