With the rapid development of new energy vehicles, the head of the industry chain is relying on its own R & D strength and platform advantages to develop new "territory" and build a strong "moat".
Recently, battery China learned from relevant sources that, as a global leader in the field of lithium battery equipment - pilot intelligence, has quietly cut into the electric drive (drive motor) field.
Informed sources revealed to battery China, pilot intelligence has reached a strategic cooperation with a number of domestic head OEMs to provide a full set of electric drive system solutions, including flat-line stator production line, all-in-one combination assembly line, etc., and has now completed verification and delivery.
Pilot intelligent financial report shows that in 2021, the company achieved revenue of 10.37 billion yuan, revenue exceeded 10 billion yuan for the first time, an increase of 71.32%; net profit of 1.58 billion yuan, an increase of 106.47%. Among them, lithium battery intelligent equipment business revenue in the total revenue accounted for 69.30 percent.
It is worth noting that in 2021, benefiting from the high boom of new energy vehicles, driving the rapid "blowout" of lithium equipment demand. Pilot intelligent lithium equipment before and after the channel products have entered the global head battery, vehicle supply chain system, 2021 pilot intelligent new orders amounted to 18.7 billion yuan (excluding tax), a record high.
From the customer structure, the company has entered the supply chain of global first-line lithium battery companies and car companies such as Ningde Times, Northvolt, LG New Energy, SK On, Panasonic Battery, Vonergy Technology, Tesla, BMW, Volkswagen, Toyota, etc..
Whether in terms of revenue, net profit, order amount in hand, or customer structure, the leading position of Pioneer Intelligence in the global lithium battery equipment field is becoming more and more solid.
The continuous growth of the overall performance of Pioneer Intelligence is attributed to the high boom growth of new energy vehicles and lithium battery industries on the one hand, and the firmness and clarity of the company's development strategy on the other.
In the field of lithium, the company firmly the whole line strategy, multi-plate synergistic platform development, positioning itself as a lithium whole line solution provider, grasp the future trend of lithium development, the use of its own platform, technology, integration advantages, to help overseas battery enterprises to achieve rapid capacity landing and release.
It is worth noting that, in addition to lithium battery intelligent equipment, the company has also laid out in recent years deep plowing photovoltaic intelligent equipment business, 3C intelligent equipment, intelligent logistics systems, automotive intelligent production line, hydrogen equipment, laser precision processing equipment and other new business, after several years of development, the above new business is now in the industry leading level, which also makes the development of pilot intelligent "platform-type "The characteristics of the company are becoming more and more obvious.
For to cut into the field of electric drive line, in fact, pilot intelligent in its annual report also revealed, "in the process of new energy vehicle production, battery module / PACK production line, electric drive line, etc. belongs to the extension of the new energy industry chain, automotive assembly high-end intelligent equipment in line with the automotive manufacturing intelligence, higher automation and cost reduction and efficiency needs of the times, the company will take this as an entry point The company will use this as an entry point to actively grasp the market demand in the automotive-related fields."
Data show that in 2021, the Chinese market has reached 3.43 million units of major new energy drive motors installed, compared with 1.41 million units in 2020, an increase of 143.3%, the market size is in a high-speed growth phase. Now along with the popularity of electric vehicles, automotive electric drive system is about to usher in the explosion of market demand, according to statistics, 2025-2030 China's new energy vehicle sales will reach 8.1 to 16.6 million units, the automotive electric drive market size will reach 86.6 billion to 157.2 billion yuan.
Automotive electric drive system, the power engine of new energy electric vehicles, similar to the engine of traditional fuel engines, the electric drive system directly affects the performance and overall efficiency of electric vehicles. At the same time, new energy vehicles, especially pure electric vehicles, unlike electric locomotives powered by pantographs, but by the on-board battery pack power supply, motor efficiency directly affects the range, so the efficiency of the motor requirements are very high.
According to battery China, relying on the battery module / PACK intelligent production line, automotive new intelligent equipment and other industry-leading advantages, pilot intelligence has strongly cut into the new energy electric drive manufacturing field, in the flat line stator production line, rotor production line, all-in-one electric drive system combination assembly and EOL test stand and other key technology areas focus on research and development, solid foundation, iterative launch of new energy electric drive system overall solutions.
Relying on its leading edge and technology accumulation in the field of lithium-ion equipment, Pioneer Intelligence explores the industry's top flat-wire motor manufacturing process in the process of drive motors and successfully develops hairpin three-generation wire forming technology to achieve technological leadership, while Pioneer Intelligence cooperates deeply with many head OEMs at home and abroad through technology binding and collaborative research and development to iterate platform-level production line solutions, which can provide customers with Build a smart factory.
The exploration of new technologies for electric drive system will help the transformation and upgrading of the new energy vehicle industry, which will further strengthen its position in the field of new energy equipment.
Post time: May-18-2022