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Sunwoda Won the "Order" from Volkswagen, a Major Overseas Customer, which Significantly Accelerates the Development of Globalization
欣旺达拿下海外大客户德国大众“订单”,全球化发展明显提速
2022-11-07
来源:新浪新闻

Over the weekend, the domestic power battery industry again passed good news, holding a large number of orders, Sunwoda (300207.SZ) announced that the company obtained the world famous auto manufacturer Volkswagen Group of Germany fixed notice. This time, Xinwangda won the "order" from overseas major customers, which means that its power battery product technology and production capacity have been recognized by the industry again, and also means that its international market development to a higher level.

Volkswagenwerk AG, Volkswagenwerk Electric Vehicle Battery Co., LTD., a majority-owned Volkswagenwerk Electronics Co., has received a appointed notice from Volkswagenwerk AG about a battery pack system in a HEV project, according to a company announcement. The company will serve as the mass production supplier of the product and supply power battery pack system for the Volkswagen HEV project in Germany.

Volkswagen is one of the world's most famous automobile manufacturing companies, and also one of the most active and vigorous companies in electric transformation among global automobile enterprises. This time, Sunwoda was selected as the battery pack system supplier for the German Volkswagen HEV project, marking the company's entry into the German Volkswagen high voltage battery supplier system.

According to public data, Sunwoda's HEV battery products have industry-leading high power performance and high durability, supporting 70C discharge at room temperature and 60C pulse charging, and can meet different customer requirements through cell standardization and system modularization. At present, it has cooperated with most of the domestic customers who have HEV demand, and has started the batch delivery.

In addition, the research and development team of Sunwoda Power Battery makes use of the HEV hybrid high-rate battery technology accumulation to make innovations in materials, process and structure, systematically breaking through the technical limitations of EV battery supercharging, and achieving the balance between long life, long endurance, low temperature resistance and high safety. Developed super fast charging battery products that accurately solve the anxiety of new energy users about mileage, charging and safety.

The ultra-fast rechargeable battery SCF480 recently released by Sunwoda has a volume utilization rate of 72% and a charging power of up to 480kW. It can run for more than 400km after 10 minutes of charging and up to 700km after a full charge. In addition, the energy retention rate of the battery can still be higher than 85% at a low temperature of -20℃, which is suitable for most of the environmental climate in China. According to the report of the third party research institution, with the popularity of the ultra-rechargeable battery products, the cultivation of user habits and the improvement of the penetration rate of the ultra-fast charging pile, the company's ultra-fast rechargeable battery products are expected to achieve rapid development and be accepted and adopted by more domestic and overseas automobile enterprise customers.

It is worth mentioning that Sunwoda announced in the evening of November 3 that the company signed the "Strategic Cooperation Framework Agreement" with Zhongwei New Materials Co., LTD. Specifically mentioned in this agreement, both sides agree to make full use of their respective advantages in existing industries, technologies and channels, conduct in-depth cooperation in the development and utilization of overseas nickel and lithium resources, build production lines of nickel and lithium resources, and build a safe and reliable resource supply chain.

In terms of business, in the first half of 2022, Sunwoda's power battery shipment reached 3.95Gwh, achieving revenue of 4.2 billion yuan, a year-on-year growth of up to 631.92 percent. According to the data of China Automotive Power Battery Industry Innovation Alliance, in the first three quarters of 2022, Sunwoda's power battery load reached 4.84GWh, ranking fifth in China, among which three-way battery ranked fourth.

In terms of performance, in the third quarter of 2022, Sunwoda's operating revenue reached a record 14.87 billion yuan, up 50.14 percent year-on-year; Operating revenue in the first three quarters hit a record high for the same period, reaching 36.58 billion yuan, up 43 percent year-on-year.

周末,国内动力电池行业再传捷报,手握大量订单的欣旺达(300207.SZ)发布公告称,公司获得了世界知名汽车厂商德国大众汽车集团的定点通知。本次欣旺达拿下海外大客户订单,意味着其动力电池产品技术和生产能力再次获得业界认可,也意味着其国际市场发展再上一个台阶。

根据公司公告,欣旺达电子股份有限公司(以下简称欣旺达”)控股子公司欣旺达电动汽车电池有限公于近日收到了Volkswagenwerk AG(德国大众汽车集团,以下简称德国大众”)关于HEV项目电池包系统的定点通知,公司将作为该产品的量产供应商,为德国大众HEV项目供应动力电池包系统。

德国大众是目前世界著名汽车制造公司之一,也是全球车企中汽车电动化转型最为积极且力度最大的公司之一。本次欣旺达被选定为德国大众HEV项目电池包系统供应商,标志着公司进入德国大众高压电池供应商体系。

公开资料显示,欣旺达的HEV电池产品具有行业领先的高功率性能和高耐久性,支持70C常温放电和60C脉冲充电,并能通过电芯标准化和系统模块化满足不同客户需求。目前已经与国内有HEV需求的大部分客户展开合作,并已经开始批量交付。

此外,欣旺达动力电池研发团队利用HEV混合动力高倍率电池技术积淀,在材料、工艺和结构三方面创新,系统性突破电动汽车电池超级充电技术限制的同时,且做到了长寿命、长续航、耐低温、高安全性之间的平衡,研发出精准解决新能源用户关于里程、充电以及安全方面焦虑的超级快充电池产品。

欣旺达近期发布的超快充电池SCF480,体积利用率突破72%,充电功率高达480kW,充电10分钟续航可以超400公里,一次充满电续航长达700公里。另外,该电池在-20℃的低温下,能量保持率仍能高于85%,适用于国内大部分地区的环境气候。根据第三方研究机构报告显示,随着超充电池产品普及、用户习惯培养及超快充充电桩渗透率的提升,公司超快充电池产品有望得到快速发展,被更多的海内外车企客户接受和采用。

值得一提的是,欣旺达曾在113日晚间公告,公司与中伟新材料股份有限公司签署《战略合作框架协议》。本次协议特别提到,双方同意发挥各自现有产业、技术、渠道优势,就海外镍、锂等资源开发利用进行深度合作,共建冰镍、锂资源产线,打造安全可靠的资源供应链。

在业务方面,2022年上半年,欣旺达的动力电池出货量达到3.95Gwh,实现收入42亿元,同比增长高达631.92%。据中国汽车动力电池产业创新联盟数据,2022年前三个季度,欣旺达的动力电池装车量达4.84GWh,位列国内第5名,其中三元电池位列第4名。

在业绩方面,2022年第三季度,欣旺达的营业收入达到创纪录的148.7亿元,同比增长50.14%;前三个季度的营业收入再创同期历史新高,达到365.8亿元,同比增长43%