In the whole lithium battery industry chain, the industry fluctuation of lithium battery equipment is perhaps the most obvious.

Since the second half of 2023, affected by short-term mismatch between supply and demand of production capacity, and power Battery the competition in the industry has intensified, and the pace of expansion of domestic power battery manufacturers has been affected to varying degrees, which has a great impact on the demand for lithium battery equipment.

However, in terms of the revenue of the enterprise that split the head equipment, the lithium battery equipment is entering the "harvest period", the overseas revenue of many enterprises began to grow rapidly and is becoming a new growth engine for lithium battery equipment enterprises..

Pilot intelligence's overseas business revenue in the first half of this year reached 1.095 billion yuan, a year-on-year increase of 159.56 percent; Winhe technology's overseas revenue in the first half of this year has reached 37.92 percent; Munnster's overseas market revenue in the first half of this year reached 7.2524 million yuan, however, in the same period last year, no income has been generated overseas.

In addition, semi-solid, all-solid battery, large cylindrical battery, high-speed lamination process battery, dry electrode, etc. Emerging technologies are gradually landing and are becoming the main position for battery enterprises to expand production, which is bound to drive a new round of demand for lithium battery equipment., many lithium battery equipment enterprises are adding R & D innovation of new battery technology equipment.

according to media reports, at the end of 2023, the computer desks of employees in Ningde era were uniformly set as such a slogan-"Whoever goes overseas is the hero of the company, going out and going overseas."

the No. 1 Document of the president office of Ningde era in 2024 was a letter of mobilization from the sea, which was personally issued by Zeng Luqun, the chairman of Ningde era. Zeng Yuqun said in the letter: the international situation changed rapidly in 2024, but the trend of new energy was the international consensus, temporary uncertainty gives more opportunities to capable people..

In addition to the Ningde era, battery enterprises have planned or planned to build large-scale power battery bases overseas, such as vision Power, billion Wei Li energy, Guoxuan Gaoke, Sunwoda, China innovation airlines, and Ruipu Lanjun.

Relying on the deep cooperation with mainstream battery enterprises in the domestic market and supporting domestic excellent battery enterprises, it is an important strategy for most domestic lithium battery equipment enterprises at present.

Yuchen intelligence it was revealed that its company had received orders for mass production equipment from Hungary factory and Ford battery factory in Ningde era in the early stage, and all orders are progressing smoothly at present; starfish recently, it said that its equipment has gone to the global market following the vision power and Ningde era. "At present, the overseas construction speed of these two major customers is accelerating, and the number of equipment orders is gradually increasing."

coincidentally, at present pilot intelligence, liyuanheng, winhe technology, Yifei laser many leading enterprises in the field of domestic equipment have actively participated in supporting overseas bases of major customers, and the core lithium battery equipment has been exported to overseas markets on a large scale.

Stimulated by the US inflation Reduction Act, the EU's new battery act, and prohibitive duty and high subsidies, Europe and the United States are actively cultivating local battery industries, Japanese and Korean battery companies, capacity planning of domestic battery enterprises in Europe and America has been released one after another.

While cooperating with domestic battery enterprises to go to sea, domestic lithium battery equipment manufacturers are also actively expanding overseas customers and improving the global layout.

It is reported that at present, pilot intelligence has built and opened the first European logistics center warehouse in Germany, and has opened up European and American markets through advanced technologies and global service systems equipped with European logistics center warehouses. In the first half of this year, yuchen intelligence has set up a subsidiary in Hungary and an office in Italy. "At present, it has connected with dozens of global customers in the early stage of overseas projects, striving for more overseas market share, make overseas business an important force point for the company's performance recovery."

in fact, compared with the export of lithium batteries and battery materials, the local battery industry chain in Europe, America, Southeast Asia and other regions started late and its foundation is weak due to many restrictions such as geopolitics and high investment costs, its lithium battery large-scale manufacturing facilities mainly rely on Asian equipment enterprises, among which chinese lithium battery equipment enterprises are more competitive in the dimensions of technology, cost and service. Chinese lithium battery equipment has become a hot spot in overseas markets, and overseas large orders are frequently seen.

last month, pilot intelligence disclosed that it won lamination equipment orders from the European base of the world's top car companies. Earlier this year, the company also won 20GWh lithium production line orders from the US ABF battery manufacturer; the target amount is about 1.25 billion yuan, accounting for 26% of the company's operating income in 2023; winhe technology disclosed that it won 36GWh project equipment orders from the battery companies of the world's top car companies in Spain and Canada......

According to industry Agency calculations, by 2030, the planned battery capacity in Europe and North America will reach 2TWh, but the battery capacity in these two regions is still relatively small, and it will provide hundreds of billions of yuan market for lithium battery equipment in the future.

It should be pointed out that although the overseas market has great potential and lithium battery equipment enterprises are seeking to go to sea, Europe, North America and other regions have high requirements for standard certification, quality and after-sales service of lithium battery equipment, domestic equipment enterprises need to do their homework well when they go to sea.

The relevant person in charge of Yuchen intelligence said that in order to ensure the smooth delivery of overseas projects, the company also specially hired a team of European experts and consultants to guide and train its overseas project team members, strictly abide by CE/UL and other international certification standards, sort out all aspects of product design and production and operation, manage the whole life cycle of products, and greatly improve the delivery capacity of overseas products.

Industrialization of new technologies such as solid-state batteries and large cylindrical batteries will give birth to new opportunities for equipment.

On the one hand, the current technology system is close to the ceiling. New battery technologies with higher performance and safety can not only eliminate consumers' concerns about the electrification of automobiles, but also expand eVTOL, ships, energy storage, battery demand in larger scenarios such as commercial vehicles; Secondly, from a global perspective, electromobility in the transportation field has become a consensus. How to not lag behind in the next generation of technology competition has become the focus of major players around the world.

Since this year, the industrialization competition of new technologies such as solid-state batteries, large cylindrical full pole ears, high-speed lamination, composite collector fluid, and dry electrode is obviously accelerating..

Car companies such as BMW, Toyota, and Tesla, battery companies such as Ningde era, billion weilieng, Samsung SDI, Guoxuan Gaoke, Sunwoda, and Zhongxin airlines are accelerating solid-state batteries, the industrialization speed of new technologies such as large cylinders.

New projects are also dominated by new battery technologies. According to industry statistics, in the first seven months of this year, the new capacity of solid-state batteries (including planning and landing) exceeded 140GWh, accounting for the main force of new investment projects..

Battery China has learned that at present, mainstream lithium battery equipment enterprises have ushered in progress in the delivery of solid-state batteries. Among them, pilot intelligence has cooperated with major solid-state battery enterprises and vehicle enterprises in Europe, America, China, Japan and South Korea on solid-state batteries and dry electrode equipment, and has now delivered solid-state battery cutting and stacking equipment; yuchen intelligence revealed that it has been actively involved in the development of semi-solid, solid-state batteries and other related equipment, and has formed small batch shipments for relevant customers; Liyuanheng America's first solidThe front-stage equipment of the state battery has been successfully released recently; The quasi-solid-state battery equipment with electrolyte content less than 5% has been delivered to customers by Sea Eye star; Xinyu people have also supplied solid-state and semi-solid-state battery customers......

It can be predicted that in the future, with the gradual implementation of overseas battery capacity and the rapid release of battery equipment demand based on new technologies and processes, it will provide a new growth cycle for lithium battery equipment enterprises. At the same time, at this stage, some of them rely on supporting the global mainstream battery enterprises and markets, as well as the lithium battery equipment enterprises with rich accumulation in the development of advanced battery technology and equipment, it is expected to successfully achieve a leap to the world's first-class equipment manufacturing enterprises.