Specialist
Former director at a manufacturer of high-tech equipment
Agenda
- Lithium battery equipment demand growth 2023 outlook, competitive landscape and Lead Intelligent’s (SHE: 300450) competitive advantages
- Cooperation and payment model differences between Chinese and international clients
- Stacking technology development impacts on lithium battery equipment competitive landscape, Lead Intelligent’s stacking equipment performance
- Lead Intelligent’s major clients, shipment structure, market development and client maintenance
Questions
1.
Did the pandemic affect the production, order acquisition and shipment volume of the lithium battery equipment industry in Q4 2022?
2.
Who are Lead Intelligent’s major clients?
3.
You said Envision, CALB and the foreign company LG deserve attention. Do you mean that their cooperation with Lead Intelligent or their production capacity growth contributions to Lead Intelligent’s revenue deserve attention?
4.
Does the estimated RMB 30bn order value in 2023 refer to the payment received as over 80% of a production line process is finished?
5.
What are Lead Intelligent’s payment collection models and periods for battery manufacturer clients and auto manufacturer clients?
6.
What payment model does Lead Intelligent provide for its clients? For example, does it require that clients should pay certain percentages of the total payment when they place orders, when products are delivered and when equipment is installed, respectively?
7.
What is your forecast for Lead Intelligent’s order growth rate and the lithium battery equipment industry’s growth rate in 2023?
8.
You said that the overseas power lithium battery market is expected to maintain strong growth momentum and Chinese players now know well about how to play the rules. What rules do you mean?
9.
China is planning its battery and NEV industry chain production capacities in the US. Is this associated with the US Inflation Reduction Act (IRA)?
10.
Now the US requires that new energy industry chains be built in the country. Will this impact Lead Intelligent’s overseas business planning and its cooperation with overseas clients?
11.
What are the main differences between the lithium battery equipment selection criteria of Chinese and overseas battery manufacturers?
12.
You said that the demand for lithium battery equipment is expected to grow by over 50% in 2023. Will the price of lithium battery equipment change?
13.
Is there a big difference in the price of lithium battery equipment according to different battery technology routes?
14.
You said that the efficiency of the stacking technology is lower than that of the winding technology. Around November, Svolt released the third-generation stacking technology, reaching an efficiency of 0.125 seconds per piece. Will it boost the development of the stacking technology in 2023?
15.
How is the performance of Lead Intelligent’s stacking machines compared with that of its peers’ products? Will the continuous development of the stacking technology affect the competitive landscape of the lithium battery equipment industry?
16.
Lead Intelligent has performed well in the stacking machine market. Are there any other competitive players in the stacking segment?
17.
Are domestic equipment manufacturers ahead of those from Japan and South Korea in the stacking field?
18.
Considering the procurement trend of lithium batteries, will the whole-line delivery continue to grow?
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