Introduction of 6 Lithium Battery PACK Manufacturers in Guangdong Province-CSIP

In 2021, the global power battery installed base reached 296.8 GWh, up 102.3% YoY. In 2022, the global power battery installed base reached 517.9 GWh, a huge increase of 71.8%. Chinese battery companies performed very well, with Ningde Time winning the global battery installed base for the fifth consecutive year and BYD also achieving results that far exceeded those of Japanese and Korean battery companies.

As a key step in the production, design and application of new energy vehicle power battery systems, PACK is the core link between upstream battery production and downstream vehicle utilization. The PACK formation process level of power battery packs is directly related to the power performance and safety performance of electric vehicles.

Lithium battery PACK refers to the processing and assembly of lithium battery pack and packaging. The process of assembling lithium cells into a group is called PACK, which can be a single battery, or a series-parallel lithium battery pack, etc. Battery PACK composition mainly includes cells, modules, electrical system, thermal management system, housing and BMS parts.

Whether it is battery enterprises such as Ningde Time, Guoxuan Hi-Tech, FuNeng Technology, or vehicle enterprises such as SAIC, GAC, Weilai, etc., all attach great importance to PACK.

China's lithium battery PACK technology is generally implemented by three types of subjects: core manufacturing enterprises, vehicle manufacturing enterprises and third-party independent or joint venture professional PACK companies. According to incomplete statistics, 60-70% of the PACK is completed by the core enterprises, 10-20% by the vehicle enterprises and 20% by third parties.

According to incomplete statistics, there are more than 50 lithium battery PACK enterprises in China, among which, Guangdong, Jiangsu and Jiangxi are the areas where PACK enterprises are concentrated.

1. BYD

BYD was founded in 1995 and listed on the main board of Hong Kong on July 31, 2002. Headquartered in Shenzhen, Guangdong Province, China, BYD is a high-tech private enterprise with three major industrial groups: IT, automotive and new energy.

BYD currently has 8 production bases in Shenzhen Baolong, Huizhou Kengzi, Xi'an High-tech, Qinghai Xining, Guizhou Guiyang, Chongqing Bishan, Changsha Ningxiang and Anhui Bengbu, plus the Jinan base, BYD has built or planned to build 9 production bases, involving 9 provinces, cities and regions, in addition to the 10GWh capacity established in joint venture with Changan Automobile, with a total capacity of 205GWh.

The power pack of an electric vehicle consists of a piece of "battery cell" assembled into a "module", and then the "battery module" is installed in the "battery pack". The "battery module" is then installed in the "battery pack", forming a three-tier assembly model of Cell → Module → Pack.

CTP (Cell To Pack) technology, i.e. the cells inside the battery are directly integrated into the pack, eliminating the need for a "Module", thus optimising space utilisation, while reducing the total weight of the pack and increasing the energy density of the battery. Compared to traditional lithium iron phosphate batteries, the blade battery complements the shortcomings of energy density and volume utilisation, making the battery pack safer and at the same time complementary in performance.

2. EVE Lithium Energy Ltd. was established in 2001, and has become a globally competitive lithium battery platform company with core technologies and comprehensive solutions for both consumer and power batteries, and its products are widely used in the Internet of Things and Energy Internet.

In 2021, EVERLIGHT will be in a lithium rush, including a 20GWh large cylindrical battery project for passenger cars and a 16GWh square lithium iron phosphate battery project in Jingmen High-tech Zone, a 50GWh power storage project in Chengdu, a phase I and II lithium-ion power battery project for passenger cars, plus the original production capacity in Huizhou and a joint venture with SKI. Together with the original production capacity in Huizhou and the 27GWh ternary soft pack capacity in joint venture with SKI, the total capacity of EVERLIGHT's power+storage batteries is nearly 300GWh.

In addition, the company has cooperated with Silicon Power and BMS and Oppenbach in PACK, thus achieving a comprehensive layout of battery cells, BMS and PACK.

3. Xinwanda

Founded in 1997, Xin Wanda Electronics Co., Ltd. is one of the earliest enterprises engaged in the production of batteries in China. With the research and development, design, production and sales of lithium battery cells and modules as its main business. In 2008, Xin Wanda began to formally lay out its electric vehicle battery business, taking electric vehicle battery systems (cells, modules, BMS and PACK) as the core of its products, extending upstream to mineral raw materials, positive and negative electrode materials and other key links, and extending downstream to electric vehicles, energy storage power stations, power battery recycling and other industries

In 2022, Xinwanda expanded its production again Proposed 8 billion yuan investment in power battery production base and other projects, signed a project investment agreement with Shifang City Government, the project investment is mainly for the new power battery and energy storage battery cells, modules, PACK, battery system and other production base; the project plans a total investment of 8 billion yuan, plans to build 20GWh power battery and energy storage battery production base.

4. Desai Battery

Founded in 1983, Desai Group is now a large electronic information enterprise group with annual sales revenue of over RMB 30 billion, and its industries involve automotive electronics, new energy batteries, LED optoelectronics, intelligent equipment, precision components and many other fields.

Shenzhen Desai Battery Technology Co., Ltd. is mainly engaged in the manufacture of lithium battery PACK, of which Huizhou Battery is mainly engaged in the small and medium-sized lithium battery PACK business, Huizhou Lanwei is mainly engaged in the small and medium-sized lithium battery BMS business, and Huizhou Xinyuan is mainly engaged in the BMS and PACK business of large power batteries and energy storage batteries.

The company's products are widely used in smartphones, laptops, medical devices, electric bicycles, balance bikes, car start-stop, drones, energy storage, IOT terminals and other end products and devices. By 2020, Desai Battery has more than 200 automated production lines for PACK.

5. Zhuhai Guangyu

Zhuhai Guangyu is one of the world's leading suppliers of consumer polymer soft pack lithium-ion batteries. It has long served customers in the world's leading laptop computers, tablet PCs, smartphones, smart wear, power tools, drones and other fields.

In the field of power batteries, Zhuhai Guangyu has become a qualified supplier to many automobile manufacturers after years of accumulation, and has now entered the field of high-end electric motorbikes, car starter batteries and energy storage, and will gradually enter the field of BEVs for passenger cars and high-voltage energy storage.

In 2021, in addition to the original customers HP, Xiaomi, ZTE, Huawei, Glory, Amazon, BOSE and other end customers directly to the company, In FY2021, the Company's total sales revenue of PACK products was RMB318,886,400, representing a year-on-year increase of 69.83%.

6. CSIP

CSIP is a high-tech enterprise that has been focusing on the manufacturing and R&D of lithium batteries for over 20 years. The company's business scope has covered digital consumer batteries, new energy automotive power batteries, energy storage batteries and light power batteries, power tool batteries and many other fields, fully realizing the perfect coverage of the new energy industry chain.