边锋游戏

买买买!宁德时代锂电设备“大采购”
发布时间:2020-12-07 15:48:00

今年以来,有关动力电池龙头宁德时代的热门话题不少,全球装机量冠军宝座被LG化学抢走又“失而复得”,深陷高镍811风波又研发出“只冒烟、不起火”电池,推出CTP技术引领电池系统集成创新,磷酸铁锂电池装车特斯拉model 3……任何一个都是上头条的热度。


XIANGBIZHIXIA,NINGDESHIDAIHAIGANLEYIXIEXIANGDUIREDUDIXIE,DANSHIYEZUGOUZHIDEGUANZHUDESHIQING。BIRUDAGUIMO、GAOPINCICAIGOULIDIANSHEBEI。


12月7日,华自科技公告称,公司全资子公司深圳市精实机电科技有限公司近日收到主要客户宁德时代及其控股子公司通过电子邮件发送的定点信的中标通知,合计中标约5.3亿元人民币锂电池生产设备项目,占公司最近一个会计年度经审计主营业务收入的36.83%。


ERJIUZAICIZHIQIANJITIAN,LIDIANJIGUANGSHEBEILONGTOUHAIMUXINGYEGONGGAOCHENG,GONGSISHOUDAONINGDESHIDAIQUANZIZIGONGSISICHUANSHIDAI8FENGAOSUJIGUANGZHIPIANJIDINGDAN,DINGDANJINEHEJIYUEWEI3.92YIYUAN。GAOSUJIGUANGZHIPIANJIYINGYONGYULIDIANCHISHENGCHANXIANZHONGDELIDIANCHIJIERQIEGEGONGXU,ZAILIDIANCHIJIPIANLIANGCEDEJINSHUBOCAISHANGQIEGEJIER。YUJIGAIDINGDANJIANGHUIDUIGONGSI2021-2022NIANDUDEYEJICHANSHENGJIJIYINGXIANG。


GENGZAOZHIQIANDE11YUE10RI,XIANDAOZHINENGGONGGAOCHENG,GONGSIJIQUANZIZIGONGSITAITANXINDONGLILUXUSHOUDAONINGDESHIDAIJIQIKONGGUZIGONGSITONGGUODIANZIYOUJIANFASONGDEDINGDIANXINDEZHONGBIAOTONGZHI,HEJIZHONGBIAOLIDIANCHISHENGCHANSHEBEIYUE32.28YIYUAN,YUEZHANGONGSI2019NIANJINGSHENJIYINGSHOUZONGEDE68.92%。


BUJINRUCI,YIGEDUOYUEQIANDE10YUE26RI,YINGHEKEJIFABUZHONGDAHETONGZHONGBIAOGONGGAO,NINGDESHIDAIYITONGGUOYOUJIANXINGSHIXIANGGONGSIFASONGDINGDANZHONGBIAOTONGZHI。HETONGSHEJIZONGJINEWEI14.4YIYUAN,YUEZHANYINGHEKEJIZUIJINYIGEHUIJINIANDUJINGSHENJIZHUYINGYEWUSHOURUDE86%。


JIUMUQIANLAIKAN,BUDAOLIANGGEYUEDESHIJIANNEI,JINDUIHUAZIKEJI、HAIMUXING、XIANDAOZHINENG、YINGHEKEJISIJIADESHEBEICAIGOU,NINGDESHIDAICHIZIJINEJIUCHAOGUO50YIYUAN。NEIME,NINGDESHIDAIWEIHEPINPINSHEBEICAIGOU?


  01  600亿设备采购需求  


JULEJIE,JINNIANLAININGDESHIDAIDEDIANCHICHANNENGYIZHIZAIJIASUKUOZHANG。SHUJUXIANSHI,2014-2019NIANNINGDESHIDAIDIANCHICHANNENGCONG2.6GWhTISHENGZHI53GWh,NIANFUHEZENGSUDADAO112%。CHANNENGKUAISUZENGZHANGDETONGSHI,NINGDESHIDAICHANNENGLIYONGLV、CHANXIAOLVJIEJIN90%。GENJUSNE ResearchTONGJI,2017-2019NIAN,NINGDESHIDAIDONGLIDIANCHIXIAOLIANGLIANXUSANNIANPAIMINGQUANQIUDIYI。


JINRU2020NIANYILAI,NINGDESHIDAICHELIWANJIDI45GWhDONGLIDIANCHIJICHUNENGDIANCHIXIANGMUYU2YUEKAIGONG;8YUECHU,NINGDESHIDAIYOUMUJIZIJIN197YIYUAN,TOUJIANHUXILIDIANCHIKUOJIAN16GWh、JIANGSUSHIDAIDONGLISANQI24GWhHESICHUANSHIDAIDONGLIYIQI12GWhDENGXIANGMU。QIZHONG,SICHUANSHIDAIZONGTOUZI100YIYUAN,JIHUAJIANSHENIANCHANNENG30GWhDEDONGLIDIANCHISHENGCHANXIAN。CIWAI,NINGDESHIDAIOUZHOUSHENGCHANJIDIYEZAIJIANSHEDANGZHONG,DAO2022NIANJIANGDADAO14GWhCHANNENG。


JUHUACHUANGZHENGQUANTONGJI,JIEZHI2020NIAN5YUE,NINGDESHIDAIYIJINGGONGGAOSHANGWEIWANQUANTOUCHANDEXIANGMUHEJIDUIYINGCHANNENGGUIMOCHAOGUO144GWh,JISHIKAOLVDAOYIBUFENJIDIYIJINGWANCHENGSHEBEIZHAOBIAO,DANRENGJIUHUIYOUDALIANGSHEBEIXUQIUYOUWANGZAI2020-2022NIANNEIJINXINGZHAOBIAO。


GENJUNINGDESHIDAIZAIZHAOGUSHUOMINGSHUYIJI2020NIANDEFEIGONGKAIFAXINGGUPIAOFANGAN:2018NIANNINGDESHIDAIZENGFAXIANGMUDEDANGWhSHEBEITOUZIJINEWEI2.8YIYUAN,ER2020NIANDINGZENGDUIYINGXIANGMUDEDANGWhSHEBEITOUZIYIJINGXIAJIANGDAO2.0YIYUANZUOYOU,XIANGBI2018NIANYOUSUOXIAJIANG。CONGNINGDESHIDAIJINQIDELIYANGSANQI、HUXIKUOCHAN、SICHUANYIBINYIQIKEYIKANDECHULAI,DANGWhSHEBEITOUZIMUQIANHAISHIWEICHIZAI2YIYUANZUOYOU。


YOUCIJISUAN,144GWhDEDIANCHICHANNENGDUIYINGDESHEBEIXUQIUDAYUEWEI288YIYUAN。LINGWAI,GENJUDONGWUZHENGQUANJINNIAN7YUEBAOGAOYUCE,WEILAIJINIANNINGDESHIDAIXINZENGCHANNENGYOUWANGDA300GWhYISHANG,DUIYINGSHEBEITOUZIJIN600YIYUAN。JUDADESHEBEIXUQIUZHENGSHININGDESHIDAIDAGUIMOCAIGOUDEZHIJIEYUANYIN。


  02  产业链上下游大投资  


LINGYIFANGMIAN,WEIZHICHENGJUDADEDIANCHICHANXIANJIANSHE,NINGDESHIDAIZAIBUDUANJINXINGSHEBEIZHAOBIAODETONGSHI,YEZAIJIJIJINXINGSHANGXIAYOUCHANYEBUJU。JINNIAN8YUE4RI,NINGDESHIDAIFEIGONGKAIFAXING1.22YIGU,MUJIZIJINZONGEDA197YIYUAN。MUZIJIESHUJITIANHOU,NINGDESHIDAIYU8YUE10RIXUANBUJIANGYIZHENGQUANTOUZIFANGSHIDUIJINGNEIWAICHANYELIANSHANGXIAYOUYOUZHISHANGSHIQIYEJINXINGTOUZI,TOUZIZONGEBUCHAOGUO190.67YIYUAN。


YIGEYUEZHIHOU,XIANDAOZHINENGYU9YUE14RIFABUDINGZENGYUANCHENG,NITONGGUOMUZIBUCHAO25YIYUAN,YONGYUTOUZIXIANDAOGAODUANZHINENGZHUANGBEIHUANANZONGBUZHIZAOJIDIDENG5GEXIANGMU,NINGDESHIDAINIRENGOUQUANBUDINGZENGGUFEN。DINGZENGWANCHENGHOU,NINGDESHIDAIJIANGCHIYOUXIANDAOZHINENG6934.81WANGUGUFEN,ZHANFAXINGHOUZONGGUBENDE7.29%,CHENGWEIXIANDAOZHINENGDIERDAGUDONG。XIANDAOZHINENGYECHENGWEININGDESHIDAITOUZIDESHOUJIACHANYELIANQIYE。


JUSHICHANGRENSHITOULU,CHULERENGOUFAXINGGUFENWAI,NINGDESHIDAIHEXIANDAOZHINENGHAIQIANDINGLE《ZHANLVEHEZUOXIEYI》,SHUANGFANGJIANGZAILIDIANSHEBEIZHIJIECAIGOUDECHANYELIANXIETONG、CHANPINJISHUSHENGJIHESHENGCHANGONGYIDIEDAICHUANGXIN、QUANQIUCHANYELIANZIYUANXIEDIAODENGLINGYUJINXINGSHENDUHEZUO。


SHIJISHANG,ZAITOUZIXIANDAOZHINENGZHIQIAN,NINGDESHIDAIZAILIDIANSHEBEILINGYUJIUYIBUJU。JUQICHACHAXIANSHI,JINNIAN7YUE29RI,ANMAISHIDAIZHINENGZHIZAO(NINGDE)YOUXIANGONGSICHENGLI,GONGSIGUDONGWEIHANGZHOUANMAISHENGZHINENGJISHUYOUXIANGONGSIHENINGDESHIDAI,FENBIECHIGU51%HE49%;ZHEISHININGDESHIDAISHOUCIZAILIDIANSHEBEILINGYUYUQITAGONGSIHEZUOCHENGLIHEZIQIYE。


JIUDANGQIANXINNENGYUANCHANYEFAZHANLAIKAN,CHANYELIANZHENGHENENGLISHIDIANCHIXINGYEHEXINJINGZHENGLIZHIYI,NINGDESHIDAISUIRANCIQIANZAICHANYELIANSHANGJUBEILEYIDINGDEZHENGHENENGLIQIEYOUYIDINGDEBUJU,DANSHIMUQIANLAIKANHAIYUANYUANBUGOU,WEILAIKENENGHUICUNZAIGONGYINGLIANANQUANDEDANYOU,SUOYIZHANZAIXIANZAIZHEIGESHIJIANDIAN,NINGDESHIDAIJINXINGCHANYELIANDESHENHUABUJU,FEICHANGYOUBIYAO。


YENEIFENXICHENG,NINGDESHIDAIJINNIANLAIBUDUANKUOZENGDONGLIDIANCHIXIANGMU,DUIYULIDIANSHEBEIDEXUQIUZHUNIANDAZENG,BUJULIDIANZHINENGZHUANGBEILINGYU,TONGGUOHEZIHUORUGUQIERUSHANGYOUSHEBEISHENGCHAN,JIAQIANGYUSHEBEIHUANJIECHANYELIANHEZUOXIETONG,KEJINYIBUJIANGDIDIANCHICHENGBEN,TISHENGZISHENJINGZHENGLI。YUJI,NINGDESHIDAIHOUXURENGJIANGJIXUJIAQIANGCHANYELIANTOUZI,ZENGQIANGYEWUXIETONG。


稿件来源: 电池中国网
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