Rebirth 99 to become a car giant

No matter at any time, being able to export things with technical content is a matter worthy of attention in China.

In 2009, this situation became even more obvious.

There have been reports everywhere on the Internet that Nanyangcheng Commercial Vehicles has received orders for hundreds of export buses. Some reporters even called Nanyangcheng Commercial Vehicles and confirmed that they had received the down payment and would start loading the buses in a few days. Ship.

As a result, Huaxia TV also became interested.

2.48 million new energy electric buses were exported to Japan and developed European countries. This is indeed something worth celebrating for the Chinese automobile industry.

Therefore, China Channel specially arranged for a reporter and photographer to conduct an interview at Nanyangcheng Commercial Vehicle, and reported it in News Thirty that night.

Although it only lasted twenty seconds, it was already a very good result for Nangoat City commercial vehicles.

Xu Perui also appeared on the screen of China TV Station for the first time, which made her full of energy!

"Mr. Cao, airports, universities, private operators and transportation companies in California are all inquiring about our electric bus and electric bus projects."

"Looking at the entire United States, California has the highest requirements for vehicle exhaust emissions."

"I think we can set up a branch in California to focus on developing the market for our products in the United States."

As the company's deputy general manager and concurrently as the director of the newly established international business department, Xu Peirui naturally hopes to achieve results as soon as possible.

California, which has always attached great importance to environmental protection, is naturally a market she focuses on.

"No problem. There are a lot of airports in the United States. They should have the largest number of airports in the world. If we can get more orders for airport buses, it will be very impressive."

"There are also various universities that often pay more attention to environmental protection, and they should also be interested in electric buses."

"At that time, you can cooperate with Xingchen Automobile and see how we can expand the American market together."

Although Nanshan Goat City Commercial Vehicles only has 50% of the shares of Nanshan Group, all core components such as batteries are provided by Nanshan Group. In fact, more than 80% of the profits in this company have been taken away by Nanshan Group.

Even if Cao Yang wants to go a little further and directly turn Nanshan Goat City Commercial Vehicles into a loss, the one who makes money will be Nanshan Group.

Of course, there is no point in doing things too far.

By then, everyone's relationship will become very tense, and the gains outweigh the losses.

However, Nanshan Group is still willing to contribute to the promotion of Nanshan Goat City commercial vehicle products.

After all, the most expensive part on electric buses and electric buses is the lithium iron phosphate battery pack provided by Nanshan Battery.

Nanshan battery is the next industry that Nanshan Group will focus on developing.

The battery industry in the future will be a new blue ocean market.

Cao Yang has invested so much manpower and material resources to develop Nanshan Battery, so he naturally hopes that it can get the biggest piece of cake.

Since Nangoat City Commercial Vehicles made such a big noise, the leaders of Lingnan Province were naturally very interested in visiting the site.

Liu Tianwu, the person in charge of Yangcheng, also accompanied him, and Cao Yang and Zhang Jiaqi acted as commentators in person.

"The B5 series electric buses are the most technologically advanced electric buses in the world, with a cruising range of more than 300 kilometers, which can fully meet the operating needs of all bus lines."

"And our electric buses also support 3C fast charging. Even if you forget to charge at night, they can be fully charged quickly during the day."

"The motor technology used in these electric buses of ours is also the most advanced in the industry, fully ensuring the power output requirements of the vehicle in specific situations."

"The current planned first-phase production capacity is to produce 10,000 vehicles per year, and through additional overtime work, it can reach 15,000 vehicles."

"According to the current market demand, we can start the construction of the second production line in the second half of next year."

"At that time, our new production line will introduce more automated equipment, which will greatly improve our production efficiency."

"After the final expansion, a large-scale production line with an annual output of 30,000 buses and buses will be formed, and it is expected to achieve an output value of more than 50 billion yuan."

Zhang Jiaqi was very active in explaining the next step plan to the leader, and Cao Yang occasionally added a word or two.

For Cao Yang, showing his face in front of the leader is not that meaningful.

But Zhang Jiaqi, as the CEO of a state-owned enterprise affiliated to Yangcheng City, is different.

Whether we can go further in the future depends on whether we have leadership support.

So far, Yangcheng Automobile Group has done very well in all aspects, and has steadily become the largest state-owned enterprise under Yangcheng City.

"The rise of commercial vehicles in Nanyangcheng City marks the complete maturity of the Yangcheng City automobile industry chain."

"We can produce not only passenger cars but also commercial vehicles."

"The output value of the automobile industry in Yangcheng is the highest among all provinces and cities in the country."

Liu Tianwu naturally wanted to brush up his achievements in front of his leaders at this time.

Being able to achieve a higher automobile output value on the scale of a provincial capital city than the municipalities such as Magic City, Imperial City, and Shuangqing, and higher than other provinces, is naturally an achievement worthy of special praise.

Focusing on economic development is not something we say casually.

Liu Tianwu was able to get to his current position so quickly. In addition to having someone to support him, his own achievements are also very outstanding.

Among his achievements, the most outstanding one is the automobile industry.

With the rise of Nanshan Group and the rapid development of Yangcheng Automobile Group, Liu Tianwu's achievements are becoming more and more outstanding year by year.

Naturally, the leaders also noticed this.

Although strictly speaking, these achievements may not have a particularly big relationship with Liu Tianwu.

It can even be said that Liu Tianwu has better luck to a certain extent.

But sometimes, luck is also a kind of strength.

"The most core part of this electric vehicle is probably the battery pack, right?"

When the leader of Lingnan Province asked this question, he immediately shifted the focus of the topic to Nanshan Battery.

Knowing that Cao Yang attached great importance to Nanshan Battery, Zhang Jiaqi did not speak this time and gave Cao Yang the opportunity to answer questions.

"Yes, whether it is in terms of technical difficulty, cost structure, or the importance of parts, the battery pack is the most important component of an electric vehicle."

"These electric buses and electric buses of ours use lithium iron phosphate batteries produced by Nanshan Battery."

"Lithium iron phosphate has an olivine structure, and this crystal structure is very stable."

"If the layered structure of the ternary battery is compared to a large flat floor, the olivine structure can be compared to an additional support structure added to the large flat floor, making the floor less likely to collapse and greatly improving safety."

"From a chemical point of view, lithium iron phosphate is a typical orthorhombic crystal system. Each unit cell contains four units, one octahedron FeO4 and one tetrahedron PO4 sharing edges with two octahedral LiO6, and another tetrahedron. PO4 shares edges with two octahedral LiO6."

"FeO6 and the four surrounding FeO6 are connected through common vertices to form a zigzag planar layer. The parallel planar layers formed by FeO6 are connected by PO4 tetrahedrons, and there is no connection between PO4."

"The crystal is composed of FeO6 and PO4 to form a space skeleton. Since the LiFePO4 structure has a strong three-dimensional P-O-Fe bond, it is not easy to evolve oxygen, so the structure is stable and the structure will not collapse under high temperature or overcharge."

"So, lithium iron phosphate has good high temperature resistance. When fully charged, lithium iron phosphate battery will not thermally decompose until about 700°C."

Since we want to praise Nanshan Battery’s battery pack for its good work, we must show off our professional stuff.

So it doesn't matter even if the leaders don't understand, as long as it can create the impression of "unconscious and powerful".

"Mr. Cao, I remember that your Nanshan battery is currently following two technical routes. Passenger cars use ternary lithium battery technology, and commercial vehicles use lithium iron phosphate technology. Is that right?"

Liu Tianwu has also visited Nanshan Battery many times and has some understanding of some issues.

Now that his leader was standing next to him, Liu Tianwu naturally had to seize the opportunity to perform in a timely manner.

This is very beneficial to improving the leader's impression of himself.

"Yes, the leader has a good memory!"

“The Trumpchi S we cooperated with Yangcheng Trumpchi uses ternary lithium battery technology, allowing the electric taxi’s cruising range to reach 400 kilometers. This data is one of the best in the world, and it can even be said that it cannot be matched. exist."

"Ternary lithium battery technology and lithium iron phosphate batteries each have their own advantages. We at Nanshan Battery fully consider their advantages and give full play to their respective strengths."

"In the future, we will also further consider improving the performance of lithium iron phosphate batteries so that they can also be used in passenger cars."

"At that time, high-end configurations will use ternary lithium batteries and low-end configurations will use lithium iron phosphate batteries, which will enrich our customers' product lines."

Nanshan Battery is an industry that Cao Yang attaches great importance to, so he has the reason to tell you more about it.

The leaders are more impressed by Nanshan Battery, and will naturally receive more policy support in the future.

This is also very important for the early development of the battery industry.

"Mr. Cao, how is Nanshan's battery technology and production capacity currently ranked nationally and even globally?"

This question really scratched Cao Yang's itch.

I was worried about how to brag about this achievement, so my leader took the initiative to ask.

If this is not explained properly, wouldn't it be a waste of opportunity?

"Leader, according to our incomplete statistics, Nanshan Battery's current production capacity is the first in the world, with a battery production capacity of 1GWH."

"You may not have any special idea about the production capacity of 1GWH. Let me give you an example to better understand it."

"BYD Battery in Shenzhen is currently the second largest company in power battery production capacity in China. Their production capacity is 0.1GWH and is expected to increase to 0.2GWH by the end of next year."

"The battery production capacity of other domestic companies can only be calculated by MWH, otherwise the data will be a bit ugly."

"Looking around the world, in the field of electric vehicles, Panasonic is doing relatively well in batteries. They have cooperated with Tesla to have a dedicated battery factory in the United States to supply electric vehicles."

"In addition, there are some battery companies that supply a certain number of samples to OEMs, but have not yet formed large-scale mass production."

"And our Nanshan Battery now not only supplies pure electric vehicle battery packs to Yangcheng Trumpchi and Nanyangcheng commercial vehicles, but also supplies battery packs to BMW, and will soon supply battery packs to future cars in the future."

"In addition, we are cooperating with Ford Motor and General Motors and will supply battery packs for several electric vehicles with them in the future."

"To put it bluntly, our Nanshan battery is now No. 1 in the world."

"This kind of first is not only the first in battery production capacity, but also the first in battery technology."

"Although batteries have been around for a long time, large-scale mass production of electric vehicles only started this year."

"Small-scale production doesn't have much convincing power."

"And previous batteries were not very good in terms of power density and energy density and were not enough to support the commercialization of electric vehicles."

"The situation is different now. The 400-kilometer driving range for passenger cars and the 300-kilometer driving range for commercial vehicles can already meet the needs of large-scale commercialization."

"Our Nanshan Battery laid out its plans in advance and invested in advance, thus holding on to its position as the industry leader."

"In the future, Nanshan Battery is expected to become the largest enterprise under Nanshan Group besides Xingchen Motors."

Cao Yang's explanation made the leaders full of expectations.

No. 1 in the country!

World number one!

Everyone was very happy to hear this information.

The most important thing is that everything Cao Yang boasted has come true.

Unlike when I went to inspect some other companies, the other party said a lot of firsts, which often contained a lot of water, and people didn't know what to think about it.

"Mr. Cao, according to the current development speed of commercial vehicles in Nanshan Goat City, it is estimated that Nanshan Battery will need to build a new factory next year, right?"

Zhang Jiaqi, who is familiar with Nanshan Battery, also made a timely comment beside him.

The leaders of both Lingnan Province and Yangcheng City are naturally very interested in building a new factory.

"Yes, Nanshan Battery has made relevant plans internally. As long as the sales of Yangcheng Trumpchi's Trumpchi S and our electric buses can steadily increase, Nanshan Battery will officially start the construction of a new factory after the New Year. ."

"At that time, we will directly invest in building a new factory with a production capacity of 2GWH, and reserve the capacity to expand to 5GWH, so that we can quickly put the production line into production and increase production."

The data Cao Yang mentioned is completely inadequate in 2023.

At that time, the production capacity of various battery manufacturers was only a few hundred GWH.

But in 2009, it was definitely very impactful.

You know, without the emergence of Nanshan Group, by 2014, the country's number one battery company, BYD, would only have a production capacity of 1GWH.

Now Nanshan Battery has a production capacity of 1GWH in 2009, and will expand production next year.

This is equivalent to advancing the development speed of the domestic power battery industry by at least five years.

From a technical point of view, it may be more than five years.

With these lead times, we can ensure that China's battery industry is at the forefront of the world.

By then, it may be that 80% of the top ten companies on the battery installed list, or even all of them, are Chinese battery companies.

Coupled with the overtaking of Chinese auto parts companies in other new energy parts, the pattern of the electric vehicle industry has completely changed.

"Mr. Cao, I heard before that Nanshan Group has purchased some lithium ores at home and abroad. Although our Lingnan Province is not very rich in lithium ore resources, I have worked in Xijiang Province before, and the lithium ore resources there are relatively abundant."

“If Nanshan Battery is in need, I can help connect people so that Nanshan Battery can also have its own mine in Xijiang Province.”

Obviously, when the leaders came to investigate, they also made some preparations.

Lingnan Province is also thinking about how to retain Nanshan Group.

Simply speaking from the perspective of preferential policies, Lingnan Province may not necessarily have great advantages.

Just now, Cao Yang mentioned Nanshan Battery and production capacity expansion. The leaders of Lingnan Province immediately thought of providing some help in the lithium mine.

Although there is no way to locate lithium mining in Lingnan Province, it will be enough to locate the battery factory in Lingnan Province.

Naturally, Cao Yang accepted this sudden gesture of goodwill.

Now everyone has not fully realized the importance of lithium mines. It will be different in a few years.

By then, the cost of raw materials such as lithium carbonate and lithium hydroxide will account for more than half of the battery cost.

If you cannot have your own lithium mine and all materials must be purchased from the market, it will be difficult for the batteries you produce to be competitive.

Facing a fiercely competitive market that is bound to be fierce in the future, battery companies without cost competitiveness are destined to be eliminated.

"Thank you to the leaders. Our current demand for lithium mines is that the more the better, as much as we have!"

Although the current demand is only for a few GWH, it can be met casually.

But when the demand becomes hundreds of GWH or even several TWH in the future, the situation will be completely different.

Cao Yang naturally wanted to take precautions.

Besides, the current price of lithium ore is not high. If you buy it in advance, it can be regarded as an investment.

Next, Cao Yang and Zhang Jiaqi continued to explain the relevant situation to the leaders, and the inspection was concluded perfectly.

The relevant video of this leadership inspection naturally appeared in the Lingnan News of the day.

As a company from Lingnan Province, BYD naturally paid attention to this inspection in the province.

"Lao Lu, does Nanshan's battery production capacity already reach 1GWH?"

Wang Fu's mood was very complicated.

On the one hand, Nanshan Group is vigorously developing the battery industry and entering the new energy market, which shows that its judgment is correct and that BYD has chosen the right path.

On the other hand, Nanshan Group has developed better than BYD, which naturally brings competitive pressure to BYD.

"The sales of Yangcheng Trumpchi's Trumpchi S this year are estimated to reach 10,000 units, and the sales of Nangoat City Commercial Vehicle's electric buses and electric buses are also expected to reach more than 1,000 units this year."

"Coupled with the hybrid batteries used in the Star Sports Car and some battery packs provided to BMW cars, the production capacity they need this year will reach more than 600MWH, so it is not surprising to have a production capacity of 1GWH."

"Even if the production capacity is 1GWH, it will not be able to meet the market demand next year. We need to not expand production capacity."

"The market for electric taxis, electric buses and electric buses is bigger than we imagined."

"Especially the export of electric buses, this is a market we have not considered before."

"I inquired about it and found that Nangoat City's intended export orders for commercial vehicles have now exceeded 500 units."

"If everything goes well, export orders next year can exceed 2,000 vehicles or even more."

"By then, if markets across the country are also opened up by them, it will be possible to produce more than 10,000 electric buses and coaches per year."

"Considering that if the sales of Trumpchi S can be stable next year, it can also contribute to the sales of at least 10,000 units. Nanshan Battery's production capacity will not be enough."

As the person in charge of BYD's battery business, Lu Faxiang was sour when he mentioned this.

It's obvious that BYD has been working in the battery field for a longer time, so why was it unknowingly surpassed by Nanshan Battery?

It shouldn’t be!

The key is that there is no hope of overtaking in the short term.

"It seems that our E5 must be launched on the market as soon as possible, and the electric bus project must also be launched as soon as possible, otherwise the market will be taken away by others."

Wang Fu has always felt that his pace of developing new energy has been relatively fast, but he did not expect that compared with Nanshan Group, it is still half a step behind.

Although he has never been to Nangoat City Commercial Vehicles, it can be seen from the videos he saw in the news that the scale of this factory is not small.

After all, commercial vehicles are not like passenger cars, which are often sold in units of 100,000 units.

Being able to produce 10,000 electric buses is already very impressive.

It is even more than the total number of policy support for the “Ten Cities Thousand Vehicles” announced by the ministries and commissions.

"It is true that we can further speed up the process, but there is a certain gap between our battery performance and Nanshan battery. When the time comes, we may have to use our strengths and avoid weaknesses in terms of product promotion."

BYD must have dismantled the actual Trumpchi S car.

Lu Faxiang also personally participated in the confirmation of the battery packs provided by Nanshan Battery.

Although he was not very willing to admit it, his products were indeed more advanced than theirs.

Whether it is in terms of energy density, power density, or even the consistency of the battery core, it has obvious advantages.

Lu Faxiang thinks it will take at least a few years to catch up with this gap.

The key is that in the past few years, Nanshan Battery will not stand still and wait for BYD.

Maybe even because of the advantage of leading technology, the gap between everyone may become even wider in a few years.

Wang Fu naturally knew this well, so he did not force Lu Faxiang excessively.

However, BYD's emphasis on the battery business has been raised to another level.

This has laid a solid foundation for BYD to become the world's second largest battery company after Nanshan Battery in the future.