Industrial transformation is definitely very painful.

Especially for Du Shengbang. After the transformation, it was a complete failure.

He turned out to be making lithium batteries.

After the transformation, it is a PCB OEM.

Frankly speaking, there is basically no overlap between these two fields.

Lithium batteries are lithium batteries.

SMT is SMT. The two are completely different.

"Boss Du, you said, how much money did you invest in the whole set of equipment before?" Wang Bu'an asked thoughtfully.

"About 80 million. All of my old books were thrown into it. Du Shengbang replied sullenly.

"Have you paid off?"

"Nope. ”

Du Shengbang shook his head regretfully.

There is no return on investment. That's the big problem. The investment went down the drain.

At that time, in order to improve the quality of products as much as possible, Du Shengbang chose the production equipment of big brands. Among them, there are many large manufacturers such as Hitachi, Panasonic, Sharp, and TDK.

If you look closely, you will find that the full set of production equipment is transplanted from Dongying.

All brands are from Dongying. Almost a monopoly.

The price is expensive, and the after-sales service is even more expensive.

Du Shengbang made a list of accounts, and wanted to cry without tears.

It took 80 million to buy a complete set of machinery and equipment. However, the follow-up maintenance and various messy costs add up to almost 80 million.

In other words, the money he earned back one after another was invested one after another.

"The little devil is ruthless!" Du Shengbang sighed with infinite emotion.

"Isn't there any other brand?" asked Wang Bu'an casually.

"Nope. ”

"Okay.

Wang Buan nodded.

Since it's someone else's monopoly, there's no way around it.

It is said that the famous Tesla electric car uses the battery produced by Dongying. This is evident from this.

This field has been deeply cultivated by Dongying enterprises for many years, and it is almost seamless. It is very difficult for outsiders to pry open a crack and occupy a small corner.

It is no wonder that some people are so eyeing the manufacturing technology of hydrogen storage alloys.

He would even rather pay 500 million dollars to buy it.

You know, the hydrogen storage alloy is the cheese that moved the Dongying people!

The thing that Dongying people are most worried about is that once the hydrogen storage alloy occupies the market, there will be nothing to do with lithium batteries.

Wang Buan silently inspected each set of equipment.

Let's take a look at the machinery and equipment of Dongying people, what are the advantages?

The production process of lithium battery is relatively complex, and the main production process mainly covers the stirring and coating stage of electrode production (front section), the winding and injection stage of cell synthesis (middle section), and the packaging testing stage of formation packaging (back section), and the value (purchase amount) accounts for about (35~40%):(30~35)%:(30~35)%. The difference mainly comes from the difference in equipment suppliers, the difference in the proportion of import/domestic production, etc., the process flow is basically the same, and the proportion of value and quantity is deviated but generally in line with the ratio.

The lithium battery equipment corresponding to the front process of lithium battery production mainly includes vacuum mixer, coating machine, roller press, etc., the middle process mainly includes die-cutting machine, winding machine, stacking machine, liquid injection machine, etc., and the back process includes formation machine, capacity testing equipment, process warehousing and logistics automation, etc. In addition to this, the production of battery packs also requires Pack automation equipment.

The result of the lithium battery front-end process is to complete the preparation of the positive and negative electrode pieces of the lithium battery, and the first process is stirring, that is, the positive and negative solid-state battery materials are mixed evenly and then the solvent is added, and the slurry is stirred into a slurry through a vacuum mixer. The mixing of ingredients is the basis of the follow-up process of lithium battery, and high-quality mixing is the basis for the high-quality completion of the subsequent coating and rolling process.

The coating and rolling process is followed by slitting, i.e. the slitting process on the coating. If burrs occur during the slitting process, there will be potential safety hazards in subsequent assembly, electrolyte injection and other procedures, and even in the process of battery use. Therefore, the front-end equipment in the lithium battery production process, such as mixers, coating machines, roller presses, slitting machines, etc., is the core machine of battery manufacturing, which is related to the quality of the entire production line, so the value (amount) of the front-end equipment accounts for the highest proportion of the entire lithium battery automatic production line, about 35%.

This process can be simply called core building.

That is, the core of the lithium battery.

What Wang Buan needs to focus on is this core.

Why?

Because it involves the content of lithium element.

The main efficiency of the lithium battery activation box is to activate valence electrons. Including extranuclear valence electrons, nuclear intravalence electrons, and so on.

From this point of view, the more lithium, the better.

The more lithium atoms, the greater the number of valence electrons and the greater the efficiency of activation.

For example, a lithium battery, which was originally only 2,500 mAh, will be able to store 32 times as much power as it would if six valence electrons were activated. The effect is very obvious.

If the technology is upgraded in the future, 7, 8, 9 valence electrons can be activated, and the storage capacity is larger.

The number of extranuclear valence electrons is very limited.

However, the number of valence electrons in the nucleus is almost unlimited!

"Your equipment is really backward. ”

"Huh. ”

"No wonder you go bankrupt. Didn't find a way to update the device. ”

"Yes, yes. ”

Du Shengbang smiled helplessly.

Who wouldn't? The question is, where does the money come from?

Also, where does the equipment come from? Some of the most high-end equipment is something that money can't buy. Everyone else is forbidden to export. No amount of money will be sold to you.

The general placement machine, that is, hundreds of thousands, hundreds of thousands, millions of yuan. Cheap second-hand goods, even tens of thousands of dollars can be bought. Do you think it's going to be easy? Absolutely not. In fact, high-end placement machines are not only very expensive, but also restricted from export.

Own production?

Yes!

You can produce it yourself!

As long as you have enough money and enough technology, you can definitely produce it yourself.

Merely......

Whether it can meet the market demand is difficult to say.

The production of mounters is also very difficult. Especially ultra-high-speed placement machines. 130,000 pieces of material can be pasted in one hour!

In addition, placement machines with an accuracy of 10 microns are priceless.

What is the accuracy of Du Shengbang's own placement machine?

0.1 mm level.

Quite backward accuracy.

In less than half an hour, Wang Buan checked all the equipment.

It is indeed very backward.

Some are even made 10 years ago.

In the ever-changing electronics industry, 100% of the production equipment 10 years ago will be eliminated.

At that time, the investment may indeed have required 80 million.

But 10 years later, no one asked for 80,000 yuan.

Mainly occupy place.

I have to go and take out the garbage.

"Boss Du, you should know a lot about lithium batteries. ”

"Understood. ”

"Tell me what you think. ”

"Me?"

"As an old-timer, don't you have a little idea?"

"I ......"

Du Shengbang smiled bitterly again.

What can he think, and what's the use of having ideas?

Now the factory has been sold to Wang Buan. He's about to be swept away. No matter how many ideas there are, they can only be talked about on paper and useless.

Ideas, of course. And very, very much.

After all, he has been immersed in the industry for so many years.

When did lithium batteries rise, and when did he enter the industry. It's been more than ten years.

He can utter countless tirades with his eyes closed.

"In the process of lithium battery manufacturing, the middle process is mainly to complete the molding of the battery, and the main process includes sheet making, pole piece winding, die-cutting, cell winding and lamination molding, etc., which is a field of fierce competition among domestic equipment manufacturers, accounting for about 30% of the value of lithium battery production line. ”

"At present, the manufacturing process of power lithium batteries mainly includes winding and lamination, and the corresponding battery structure forms are mainly cylindrical and square, and pouch, cylindrical and prismatic batteries are mainly produced by winding process, and pouch batteries are mainly produced by lamination process. The cylinder is mainly represented by 18650 and 26650 (Tesla has developed 21700 batteries separately and is being promoted throughout the industry), and the difference between square and soft pack is that the shell is made of duralumin shell and aluminum-plastic film respectively, of which the soft pack is mainly based on lamination process, and the aluminum shell is mainly based on winding process. ”

"The soft pack structure form is mainly for the mid-to-high-end digital market, such as mobile phone batteries, digital camera batteries, laptop batteries, etc. The profit margin per unit product is higher, and the relative profit is higher than that of aluminum shell batteries under the same production capacity conditions. Due to the easy formation of scale effect of aluminum shell batteries, the product qualification rate and cost are easy to control, both of them have considerable profits in their respective market fields, and it is difficult for both to be completely replaced in the foreseeable future......"

For the sake of prudence, Du Shengbang is mechanically endorsed.

Wang Buan shook his head.

He reached out to stop Du Shengbang.

There is no need to talk about this kind of well-known theory.

He wanted to hear something new.

"Okay......" Du Shengbang had to take out the inventory at the bottom of the box.

"Lithium-ion batteries have no future. He said slowly.

"Why?"

"Because of the advent of hydrogen storage alloys. ”

"Oh?"

"The emergence of hydrogen storage alloys has had a serious impact on the lithium-ion battery market. Eventually, it will completely replace lithium batteries. Be the cleanest powerhouse. ”

"Where's the phone battery?"

"Once the hydrogen storage alloy is miniaturized, the mobile phone battery will also be lost. ”

"Oh. ”

Wang Buan was noncommittal.

Theoretically, Du Shengbang is not wrong.

I guess that's what others predicted. Lithium batteries will definitely be replaced by hydrogen storage alloys.

After all, everyone knows that hydrogen storage alloys will definitely be miniaturized.

Only Wang Buan himself knows. Hydrogen storage alloys are very difficult to miniaturize. At least not for a short time.

At present, he produces hydrogen storage alloys, which are grade 4. It still can't be miniaturized. It is estimated that before level ten, it is impossible to miniaturize. It's still a big brick.

It is impossible to apply such a large brick to a mobile phone, camera, or laptop.

Only lithium-ion batteries can continue to dominate this market.

In other words, in the next ten years or decades, lithium battery still has room for development.

How easy is it to upgrade the hydrogen storage alloy to level 10?

As a rough estimate, at least 10 trillion faith points are required.

When will he be able to accumulate 10 trillion faith values? 10 years, 20 years?

"Because the winding process can achieve high-speed production of battery cells through the speed, and the speed that can be improved by the lamination technology is limited, the current domestic power lithium battery mainly adopts the winding process, so the shipment volume of the winding machine is currently greater than that of the laminating machine. ”

"The pre-winding and lamination processes are the preparation and die-cutting of the pole pieces. The production includes the welding of the pole piece/tab after slitting, the dust removal of the pole piece, the application of protective adhesive tape, the glue coating of the tab and the winding or fixed-length cutting, in which the winding pole piece is used for the subsequent automatic winding, and the fixed-length cutting pole piece is used for the subsequent semi-automatic winding; ”

"The back-end production process of lithium battery is mainly composed of four processes: volume separation, formation, testing and packaging and warehousing, accounting for about 35% of the value of the production line. Formation and densification are the most important links in the back-end process, which detects the activation of the formed battery, and the value of the device is the highest due to the long charge and discharge test cycle of the battery. The main function of the formation process is to charge and activate the battery cells after liquid injection and packaging, and the capacity separation process is to test the battery capacity and other electrical performance parameters after the battery is activated and classified. Formation and fractionation are done by the formation machine and the fractionation machine, respectively, and are usually completed by the automatic fractionation and fractionation system......"

Du Shengbang found that Wang Buan's face was not good, so he continued to endorse.

As a result, it was interrupted again.

Wang Buan: Don't listen to these boring theories.

He decisively sent Du Shengbang out.

He's going to upgrade!