Industry insiders estimate that the current domestic power battery
production capacity is already 6 times the demand. At the same time, many
battery companies are still increasing production capacity. In this case, will
there be any risks in Tafel's expansion? Long Huijin said that on the surface,
power battery companies are in surplus, but the potential demand for power
batteries is huge, but the market needs higher quality batteries. Tafel's
philosophy is to dig deep and develop the technology well, so that not only can
the company do well, but it can also drive the entire power battery industry to
develop in a high-quality direction. At present, Tafel's existing production
capacity is 3Gwh, and it will reach 6Gwh by the end of 2018. The orders on hand
have reached 6GWh. The supply of products exceeds demand. It will steadily
increase in the future and expand production capacity according to market demand
and order plans. "What we really want to do is to improve the technology.
Because battery technology is advancing rapidly, if the production capacity is
too large, it will be a risk. We are very cautious about the expansion of
production capacity. We will determine the production capacity based on orders
and will not blindly follow the trend to expand production." Long Huijin said .
He emphasized that safety has always been the core concept of Tafel Technology.
This concept is implemented throughout the entire process of technical
production, technology, and operation, and is always given top priority. "All
Tafel products have two parameters: high safety and long life. This is the
philosophy we have always adhered to, always putting safety first. And I have
been engaged in research on battery life. , so our products have always run
through the concept of long life, allowing customers to avoid the high cost of
product replacement." An example is: in the just-concluded "2017 China Shenzhen
Second New Energy Vehicle (Logistics Vehicle) Challenge" Among them, Shanxi
Yuanye Automobile Manufacturing Co., Ltd.'s "Zhanlong Logistics King Kong"
YYC5046XXYBEV won three awards: "Best Power Saving Capability Award", Best
"Endurance Capacity Award" and "Best Water Wading Capability Award". The battery
cell used in this car is the NCM-FFH3D3-120Ah battery cell independently
developed by Dongguan Tafel New Energy Technology Co., Ltd., with an energy
density of 200Wh/kg. Based on his confidence in the quality of his products,
Tafel is very calm about the reduction of subsidies. Long Huijin said that the
subsidy reduction is the process of power battery companies washing out the
sand. Next, due to various factors such as dual points and road rights, more and
more car companies will expand their new energy business, and there will be
greater market demand in the power battery field. However, the reduction of
subsidies will make new energy vehicle companies more cautious when choosing
power battery companies and pay more attention to technical level and cost
control. This will be more beneficial to companies with mature technologies. At
present, Tafel New Energy Technology has established branches (subsidiaries) in
Nanjing, Shenzhen, Dongguan, Beijing, Taiwan and other places. Against the
background of the rapid development of the new energy industry, Tafel is making
a strategic layout for the development of the entire industry chain. Based in
Nanjing, it is based on the Yangtze River Delta and the Pearl River Delta and
radiates to surrounding areas, and is conducting strategic cooperation in
upstream and downstream supply chains across the country. At this summit, Tafel
signed strategic cooperation agreements with many companies such as Industrial
and Commercial Bank of China, Bank of Nanjing, Suda Electric Vehicles, and
Gaomai New Energy. In terms of product research and development, Tafel will
carry out in-depth cooperation in the entire industry chain, including raw
material development, performance verification, supply management, battery cell
research and development, performance improvement, battery modules, Pack R&D
and production, finished product applications of electric vehicle energy
storage, Battery cascade utilization, safe recycling of used batteries, and raw
material reuse, etc., and strive to create a new energy industry cluster.
Regarding the routes of ternary lithium batteries and lithium iron phosphate
batteries, Long Huijin said that Tafel is currently working on two lines in
parallel, working on both lithium iron phosphate and ternary batteries. In the
future, it will also focus on improving the energy density and cost of lithium
iron phosphate. Research on reducing and extending life span. Judging from
comprehensive market performance, in terms of ternary batteries, Tafel will
adhere to the development direction of high nickel, low cobalt, and 811.
Currently, Tafel is working on the implementation of solid-state batteries.
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