Keli is far from breaking the world to engage in "going projects": battery supply and Toyota hybrid interest bundle

With the new energy, interconnection and intelligence of automobiles, the boundaries of various links in the automobile industry chain are being broken. Many component suppliers directly supply terminal consumption. For example, Bosch sells in online malls, and some even participate in terminal service supply. , Keli far into the field of travel, is a typical case.

On October 19, FAW Toyota and Keli signed a green travel strategic cooperation agreement in Beijing. FAW Toyota will provide Keliyuan with 3,000 Carola double engines for the Keli far-hybrid car public travel demonstration and promotion plan car.

At the end of last year, the domestic Toyota Corolla and Ralink, which were equipped with Keliyuan battery Pole products, were listed in China. The hybrid boom began to be popular. In some cars, the hybrid car won the special brand of new energy vehicles.

“After the launch of Corolla and Ralink in November 2015, this kind of common hybrid products does not belong to our new energy series, but its sales in the US market are huge, and the technical complexity is much higher than that of pure electric vehicles . It is also obvious. Considering that the U.S. general market is much larger than the intermixing market, the future changes in China’s market are also worth observing.” Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Association, analyzed.

In fact, Keliyuan is currently the third in the world and has a leading position in the country. It has the world's top level of hybrid electric vehicle batteries and energy package leading enterprises, and is the main manufacturer of automobile power batteries in China.

"From a practical point of view, within ten years, the most likely to spread is hybrid technology. Although electrification is the direction of future car development, there are still technical limitations in the complete electric drive at this stage." FAW Toyota and At the scene of the Keli Far Green Strategic Cooperation Agreement, economist Li Daokui said.

According to research by the International Automobile Manufacturers Association and the energy-saving and new-energy vehicle network, the US market's hybrid vehicles accounted for 5.1% of the overall sales of passenger cars in 2015, and the Japanese market's hybrid vehicles reached 15.1 of the overall sales of passenger cars in 2015. %, while China's current hybrid vehicle market share is only 0.1%.

Green out behavior has promoted the battery

“A taxi has a mileage of ten private cars a year. This is very important. If you change taxis, buses, and operating vehicles into hybrid power, the maintenance cost is relatively low, so you don’t have to wait for charging. For the society, it is a good thing to do.” Li Daokui said that transforming a taxi is equivalent to transforming ten private cars.

However, Keliyuan is not a vehicle manufacturer. As a power battery supplier, it is so active in the field of mixed travel, and many people have doubts.

With the new energy, interconnection and intelligence of automobiles, the boundaries of various links in the automobile industry chain are being broken. Many component suppliers directly supply terminal consumption. For example, Bosch sells in online malls, and some even participate in terminal service supply. , Keli far into the field of travel, is a typical case.

Keliyuan has laid out public travel areas: First, in order to let more consumers pay attention to, understand and choose hybrid vehicles, and achieve active participation of the whole society; second, due to the influence of the new car about the network, Keli is expanding its network. This new business model of the car seeks new profit growth points in the network car field; the third is that Keli and Toyota are “a grasshopper on the straw”, promoting the electric vehicle to expand the battery supply, and the battery for Keliyuan Do a demonstration.

Founded in 1998, Keliyuan has a complete industrial chain of advanced energy storage materials, advanced batteries, automotive power battery energy packages to hybrid electric vehicle powertrain systems and battery recycling systems, and has complete intellectual property rights.

According to the announcement of Keliyuan's disclosure, in 2016, Toyota's delivery plan to Keliyuan Company has actually reached 57,000 sets, which is 14% higher than the 2016 annual order plan issued at the end of 2014. From January to June 2016, the capacity utilization rate of the positive and negative films of Keba Company, which was jointly controlled by the company, reached 97.86% and 98.44% respectively, and the expansion of the power battery production line was imminent.

In the previously announced non-public issuance plan, Keli intends to use the raised funds of 1 billion yuan to invest in an annual production of 518 million ampere vehicle power battery industrialization projects. This year, the orders for the use of nickel-hydrogen power battery energy packs for hybrid buses by KBA have reached 1,118 units, a year-on-year increase of more than 13 times. From June to August, the company’s orders for buses reached 523.

In September of this year, the sales of ordinary hybrid vehicles in China also blossomed. According to the statistics of the Association, the overall growth rate of the new narrow-power passenger vehicle market in September was 30%, the growth rate was 26%, and the average hybrid vehicle sales were 7,727 units. For the first time, it exceeded the plug-in hybrid 7463. Taiwan sales.

Keliyuan believes that in 2016, the market demand for domestic hybrid passenger vehicles has started. It is expected that by 2020, under the driving application of CHS hybrid powertrain system, Ni-MH power batteries from hybrid passenger vehicles will be launched. Orders will be quadrupled at least compared to 2016.

Hybrid promotion into the cluster effect?

Globally, the market share of hybrid vehicles and pure electric vehicles is 7:1. In China, this ratio is only 1:7. In an interview with the 21st Century Business Herald, Zhong Faping said that the market performance of China's automobile hybrid models is slow and the products are first.

"This feature completely deviates from the global trend." Zhong Faping said. However, Keli's technical vision is supported by Toyota, who believes that NiMH batteries are currently the most suitable choice for hybrid vehicles.

The advantages of nickel-metal hydride batteries over lithium batteries are high safety, long life, low cost, and low memory effect, making them more suitable for vehicles that are not fully loaded. However, its weakness is that the self-discharge effect is relatively large, the electricity is more sensitive to temperature, and the energy density is relatively lower and relatively heavier.

As early as 2011, Keliyuan acquired Matsushita's Japan Shonan battery factory, which has been Toyota's nickel-hydrogen battery supplier since the first Prius. On August 4, 2014, Keliyuan and Toyota and other companies established Kelimei Company in Changshu, Jiangsu Province. Keli is a 40% shareholder. Kelimei assisted in the production of batteries and pole pieces for nickel-metal hydride batteries, and then transported them to the Toyota battery factory in Japan, completing the assembly of the entire power battery pack in Japan, and then transporting the power battery packs to China and other parts after assembly. In the area, the final assembly of the hybrid model.

During the two sessions this year, Keliyuan and Geely announced that the dual-issue joint venture hybrid technology company CHS hybrid power system is open to the entire automotive industry. At present, it has cooperated with Changan, Geely, Haima, Yunnei Power and other enterprises. It is reported that Geely's first Emgrand EC7 hybrid vehicle equipped with Keliyuan CHS system will be listed at the Guangzhou Auto Show. The car has a fuel consumption of 4.9 liters per 100 kilometers and a fuel saving rate of 35%.

In fact, the CHS hybrid system has been developed for nearly a decade. It is the first hybrid system of power separation in China with complete intellectual property rights. Two of them are international invention patents, 97 domestic patents, and more than 50 domestic invention patents.

According to the 21st Century Business Herald, the dual-planetary four-axis oil-cooled dual-motor hybrid powertrain technology developed by CHS has entered the formal mass production stage after five years of research and development and investment of several hundred million yuan. Its overall technical level is comparable to that of the Toyota system. More importantly, the CHS system can not only load hybrid power, but also generate plug-in hybrid power by increasing the battery to achieve higher fuel economy.

According to Zhong Faping, in the first half of this year, the four demonstration lines that Keli has built have been fully loaded. The company is currently raising funds to expand capacity to meet future customer demand orders.

In this regard, Cui Dongshu believes that the future trend of hybridization of mid- to high-end cars is worthy of attention. “Because the performance of the Corolla double-engine market in 2016 is strong, the market recognition is very high, and the purchase of some cities still needs to be lined up. In September, the Accord, LaCrosse, Sonata, K5 and other mixed attacks will be fully attacked, and the trend of middle and high-end vehicles will be mixed. It is becoming more and more obvious."

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