Every year in July and August, it is the peak period for electricity consumption.

Especially in the south, the weather is very hot, and it feels like you can't live without air conditioning at all.

In this case, the load on the power grid is also very large.

Especially in 2010, the local economy grew explosively, and industrial electricity consumption also increased very fast.

In this case, power rationing began to occur in some places.

In order to prioritize access to electricity for residents, some factories were forced to stop using electricity during the day.

In order to encourage everyone to use electricity off-peak, the power company has also launched a off-peak price policy with different electricity prices in different time periods.

This is sure to cause a lot of trouble for everyone.

However, for Nanshan Group, this is a good time to promote the construction of energy storage stations.

Even Nanshan Group's own factories are now preparing to build an energy storage station to store low-cost electricity at night into the energy storage station for use during the day.

With such a toss, each kilowatt-hour of electricity can save nearly one yuan.

It may not seem like much, but considering that each factory is a large electricity consumer, the profit in a year is very huge.

The most important thing is that this approach is very well supported by the power companies.

Even the power company specially installed solar power panels on the roof of Xingchen Automobile's factory for free, and then stored the generated electricity in the energy storage station and sold it to Xingchen Automobile at half the market price.

Many other factories have also felt this good, and the users who came to consult the vacation energy storage station showed explosive growth.

"Mr. Cao, in the past week, we have signed contracts for the construction of 12 energy storage stations."

"At this pace, we need to build our new factories ahead of schedule."

"Otherwise, the capacity demand for batteries will not be able to meet the speed of energy storage station construction."

Lin Cheng is in a very good mood now.

The small energy storage station has brought huge development opportunities to Nanshan Battery.

Internally, they also quickly launched energy storage systems and large-scale lithium iron phosphate cells for the construction of energy storage stations.

"The price of lithium batteries is declining, and the development of wind power and solar energy has been strongly supported by policies."

"Coupled with the shortage of electricity that occurs almost every summer, the benefits of energy storage stations are constantly magnified."

"However, in addition to the energy storage stations of various factories and power grid companies, I think you should open your minds and engage in some more representative projects, so that the demonstration and promotion effect will be better."

Cao Yang feels that although the way of making a small fuss is not bad, his steps are relatively stable.

But he knew some better plans, and had already arranged for Zeng Tingting to help come forward to communicate with several provinces and cities.

All parts of the coast of East and South China are large electricity consumers, but they are not large power generators.

Every summer, there is a shortage of electricity.

The situation is slightly better in Lingnan Province because of the nuclear power plant, but it is not much better, after all, the electricity from the nuclear power plant is not supplied to Lingnan first, but must be sent to the port city first.

At this time, it is more meaningful to find a few places to make a few large-scale "super chargers" to store the electricity in the trough period and use it during the peak period.

It is even feasible to build offshore wind farms and build several large-scale energy storage stations to store wind power, so that "garbage electricity" can become "sought-after electricity".

"Mr. Cao, we have been doing a program research recently, and the final results have not yet been released, but it is very feasible."

"The group has lithium mines on the plateau, and smelting lithium mines requires a lot of energy."

"We want to build a large wind farm near the mine, and then build a large energy storage station, and use the electricity from the energy storage station to provide electricity to the lithium mining plant."

"In this way, not only can it greatly save the cost of lithium mining, but it can also say that our lithium mine is a green lithium mine when publicizing, and someone should be willing to pay for it in some markets in Europe and the United States."

"Even in the future, we can consider making all the electricity used by Nanshan Group green energy, and meet our electricity needs through the combination of solar and wind energy and energy storage stations."

"When this is publicized externally, it can definitely establish the brand image of Nanshan Group's green environmental protection."

It's not that Lin Cheng doesn't have any ideas.

There are many places where the energy storage station can be used, and the investigation and preparation of Nanshan battery in all aspects are being promoted.

However, for Cao Yang, he wants to start the "super charging treasure" project first, so that everyone can have a more intuitive impression of the energy storage station of Nanshan battery.

After all, the word super power bank is very easy for everyone to remember.

I even think that this name is very appropriate, and it is invisibly a little closer.

"This is true, but there is no need to protect the environment for the sake of environmental protection, the development of the enterprise is the first."

Engaging in environmental protection, Cao Yang will definitely not object.

But there is certainly a price to consider.

Otherwise, sooner or later, the company will not survive.

Of course, this kind of thing is absolutely not allowed.

Cao Yang must also have a bottom line in doing things.

"I understand, there are a lot of wind farms in Europe, and they should be very interested in this energy storage station."

"I'm going to go to Vestas next week and work with them on the energy storage station project."

"At that time, whether it is the Middle East market or the European market, it will definitely be enough for us to develop well for a few years."

As soon as Lin Cheng said this, Cao Yang's eyes immediately lit up.

Why did you forget about the overseas market?

Those big dogs pay the most attention to the so-called environmental protection, and if they don't earn their money, they are simply sorry for their conscience!

Lin Cheng also did what he said, first went to visit Vestas Huaxia Company, and introduced the energy storage station plan of Nanshan Battery to the other party, and the other party was really interested.

Then I went straight to the headquarters for a visit.

In less than a week, Nanshan Battery won the contract for the construction of Vestas' first energy storage station.

This situation immediately aroused the interest of the Nanshan battery sales department.

Everyone has taken the initiative to attack, Vestas can do it, Siemens and American General can do the same.

Anyway, the problem of wind power exists for everyone, and how to use this "troublesome electricity" is a difficult problem.

Now Nanshan battery has given a relatively affordable solution, and there is no reason why you should not be interested.

……

"Leader, the magic city is ready to build a 'super charger' with Nanshan battery, as an important means of new energy grid integration and peak regulation in the magic city, while improving the stability and reliability of the power system, it also makes the power supply in the surrounding areas of the magic capital more economical, efficient and 'green'."

"Many factories in Yangcheng are also engaged in similar projects, but there is a lack of an overall planning of 'super charger'."

"I think it is possible to unite other coastal sister cities in the province to build a large wind farm, and then cooperate with the construction of a large 'super charger', which also plays a similar role?"

"In this way, Nanshan Battery needs more production capacity to meet the relevant demand, and it is likely to expand the battery factory in Yangcheng at that time."

Luo Yi has always been very concerned about the movements of Nanshan Group, and during this time, Nanshan Battery has moved so much, so he has paid more attention to it.

After seeing the "Super Charger" project in Modu, he immediately felt that Yangcheng also needed to promote it.

Otherwise, it seems that Yangcheng's support for Nanshan battery is a little insufficient.

"You first go to the brother provinces and cities to communicate, and also communicate with Lingnan Province, and after determining a general direction, then go to Nanshan Battery to discuss."

"I estimate that this time Nanshan Battery has built several new factories in other places, so I am a little embarrassed to ask us for projects."

"If they're embarrassed, we'll take the initiative to send them to the door."

Liu Tianwu's current mentality is very stable.

Some time ago, his old leader talked to him and expressed to him that he would continue to work in Yangcheng for a year or two and then transfer to other places for development.

Although it is not certain where it will go in the future, if you want to be promoted to a higher level, then it is certainly unlikely to be a developed province or city.

In this case, in the future, he must hope that Nanshan Group can have some investment in his province.

With this consideration, his attitude towards the layout of Nanshan Group in the country is completely different.

After receiving Liu Tianwu's instructions, Luo Yi naturally took action immediately.

At the same time, other battery manufacturers have also taken action.

Wind farms and solar power plants are popular PR targets for the "Super Charger" project.

Whether it is at home or abroad, the "super charger" project has been approved.

Huaxia's battery industry has ushered in a wave of explosive growth.

Even BYD, which has never wanted to enter, is a little shaken.

"Mr. Wang, I think the energy storage station project still has a head."

"Even if we don't engage in the 'super charger' project, we can also develop a small energy storage station project for individual households."

"Many homes have solar panels, and it should be very marketable to store this electricity in an energy storage station for use at night."

Lv Faxiang naturally has no way to watch various battery manufacturers invest in the construction of new factories, but BYD battery has not moved at all.

At that time, BYD's second position in the battery industry will not be able to be kept.

"Your statement is theoretically completely fine, but do you consider the actual problem?"

"The investment in home energy storage stations will cost tens of thousands of yuan, to say the least."

"In this case, how long will it take for people to recoup their investment?"

"Ordinary people are unprofitable, and things that have no interests are useless no matter how environmentally friendly they are."

"Let them not use water or electricity, which is more environmentally friendly."

Wang Fu directly dismissed Lu Faxiang's point of view.

He has more experience at the grassroots level, and he is still relatively clear about the thoughts of ordinary people.

However, Lu Faxiang naturally considered this issue.

So although he was stunned, he continued unhurriedly: "It is indeed a bit difficult to promote energy storage stations in Huaxia, but I think if it is placed in countries such as Gaoli and Dongying, the situation may be a little different." ”

"On the one hand, these countries have higher electricity bills and a higher level of environmental protection."

"Our home energy storage station project should still have a certain market in these places."

"Even in the African region, there may be unexpected market prospects."

"The electricity infrastructure there is very backward, and there is no way to have enough power grid to get to every place."

"In this case, a grid-independent energy storage station combined with solar or wind power is very promising."

"We can also cooperate with some solar power generation companies to jointly promote related projects."

As soon as Lu Faxiang said this, Wang Fu didn't scold him anymore.

This plan seems to have a certain degree of feasibility.

"You make a specific plan, and we'll evaluate it then."

Obviously, Wang Fu was also moved.

If electric vehicles are to be developed, batteries naturally cannot lag behind.

The output of batteries is closely related to the cost of batteries.

If your production doesn't go up, then it's impossible to have a low cost.

Conversely, as long as your volume goes up, the cost of all aspects will drop by an order of magnitude.

Huaxia's battery production capacity is about to double, and related materials will naturally have some changes.

The most obvious manifestation is the change in the price of lithium carbonate.

Lithium resources are not so scarce in the world.

But turning lithium ore into battery-grade lithium carbonate is not something that can be achieved overnight.

Therefore, on the Asian Metal trading network, the price of lithium carbonate has grown rapidly because of the obvious expectation of lithium battery production capacity growth.

This made Nanshan Investment, which had already been laid out early, make a lot of money.

"Ayang, according to this trend, as long as the price of lithium carbonate continues to rise by two percent, the funds for our construction of three battery factories will basically be earned back from the financial market."

Zhang Fugui is now more and more low-key.

In the Nanshan Group, his presence is constantly declining.

He put most of his energy into Nanshan Investment.

In the past two years, although Nanshan Investment has not made a lot of money like in 2008, the income is also very good.

"The current price of lithium carbonate is about 40,000 yuan a ton, which seems to be relatively expensive, after all, it can be bought for only 20,000 yuan in the early years."

"But in the long run, the price of 40,000 yuan a ton is also a relatively low price."

"When the market explodes in the future, it is not impossible to double it quickly, or even double it again."

"Of course, it also depends on the opportunities for future development."

"I estimate that this wave of rise can continue until the end of next year, and whether it can continue to rise depends on the overall production capacity and demand."

Cao Yang is still sensitive to changes in the price of lithium carbonate.

In the previous life, when new energy vehicles were popular, the price of lithium carbonate reached a maximum of almost 600,000 yuan a ton.

That's crazy.

Even if it falls, it has continued to be at 200,000 yuan a ton for a long time.

However, this is a mineral after all, and the price of the terminal has risen so much without a significant change in the development cost.

Therefore, it will inevitably stimulate more lithium mines to enter the market, causing the price of lithium carbonate to begin to fall.

Once this situation of overcapacity occurs, the price decline will continue.

Therefore, the price of lithium carbonate has also experienced a process from 600,000 yuan a ton back to 100,000 yuan a ton.

During this time period, many people must have become rich.

But there are also many people who have suffered heavy losses.

"I have arranged personnel to specialize in lithium carbonate futures trading, and combined with the information we have ourselves, the possibility of making money in futures is very high."

"Especially in the future, Nanshan Battery will become the world's largest battery company, and its impact on lithium carbonate price changes will be greater."

Zhang Fugui naturally knows how to use intelligence advantages to speculate in futures.

In this kind of financial market, if you are a little more informed, you can make a lot more money than others.

Besides, as the largest battery company, it needs to consume a large amount of lithium carbonate.

In this case, it is necessary to do some hedging operations in the futures market.

Otherwise, once there is a large price fluctuation, the operation of the enterprise will be very passive.

This is certainly not the scenario that Cao Yang wants to see.

"Lithium carbonate should be paid more attention, and the situation of cobalt should also be paid more attention."

"In the London Metal Exchange, the demand for cobalt and nickel is also constantly changing, as is lithium carbonate."

"Even if we adopt a different operation strategy from lithium carbonate, we need to do some actions to simply hedge the business risks of Nanshan Battery."

Zhang Fugui's execution is still relatively high.

Cao Yang trusts this uncle a lot.

Therefore, what should be explained is also directly explained clearly.

In the process of rising prices of lithium carbonate and other lithium battery-related raw materials, other battery companies in the industry slowly realized that Nanshan battery has gone much faster than themselves.

"Lao Lu, Nanshan Group now has its own lithium ore, cobalt ore, nickel ore and manganese ore, and also let Nanshan Chemical research and produce electrolyte and other products, which is from upstream raw materials to downstream products, and the whole industry chain is being laid out."

"I think this idea also has a strong reference significance for us."

Wang Fu looked at the information sorted out by Lu Faxiang in his hand, and his mood was complicated.

Originally, he felt that the gap between BYD battery and Nanshan battery was not particularly large, and he still had a chance to catch it back.

But now he has no faith.

Nanshan battery has been laid out in the industrial chain early, while BYD battery is still in a relatively passive situation.

Under the elimination of one and the other's strengths, the gap between everyone will naturally be greater.

"During this time, the popularity of lithium ore is very high, and the price has also risen a lot."

"As for cobalt ore, most of it is not in our country, and it needs to be purchased in the international market."

"In this case, we need to learn the route taken by Nanshan Battery, which requires a lot of money."

Lu Faxiang naturally wants to learn.

But you have to have money!

So he made it clear to Wang Fu at the beginning the impact of this plan.

"Although the layout of raw materials and the investment in building new factories are all costly, the nature is still different."

"The construction of a new factory, if there is not enough demand to support it, will have a very negative impact on our financial results."

"But the layout of raw materials is far-reaching, and if we want to become the leader of the industry in the future, we must have our own initiative in raw materials."

"Otherwise, if there is a shortage of supply, there is no raw material production, and then it will be a big problem."

"Especially when the time comes, if we also supply to other OEMs, because of material problems, there is no way to deliver on time, then it will be very difficult to continue to take orders in the industry in the future."

"The most important thing is to take advantage of the fact that electric vehicles have not completely exploded, although the price of raw materials has risen, but still within the tolerable range to invest in lithium and other resources, which is not only a profitable thing, but also has great significance for the stability of our supply chain."

Wang Fu naturally understood what Lu Faxiang meant by that.

So he also expressed his attitude straightforwardly.

The same is spending money, some money is not in a hurry to spend, and some money cannot be saved.

Wang Fu knows this well.

"This is also true, the annual production of electric vehicles is less than 100,000 units, but the annual automobile production can go to close to 20 million units, and the proportion of electric vehicles is less than 1%."

"In the future, even if it only accounts for 10%, the impact will not be the same as it is now."

"However, the grade of lithium ore in domestic mining areas is generally not very high, and the best lithium mine should be Australia."

"It is said that the lithium content in some mining areas can go to more than 2%, while in many parts of the country it is not even 0.5%."

"According to the general perception in the industry, it doesn't make sense to mine if it doesn't reach 0.8 percent."

"Are we going to focus at home or abroad?"

Although everyone always likes to say that China is rich in land, but when it comes to specific raw materials, it is found that the resources in some places are truly abundant.

Compared with them, there is still a relatively large gap between Huaxia and them.

This is true for iron ore, but also for lithium.

Even coal mines, which have never been lacking in China, actually have higher quality mines overseas.

"I think Nanshan Group is starting at home and abroad at the same time, and lithium mines are also rock mines and lake mines at the same time."

"It seems that the lithium content of the mineral deposit is not very high now, and the mining value may not be very high when the price of lithium carbonate is 40,000 yuan a ton."

"But when the price of lithium carbonate rises to 100,000 tons, there is mining value."

"It is precisely because the mining value of these lithium mines is not high, so the investment cost is relatively low now."

"When the time comes, we can take two steps, on the one hand, invest in some high-priced rich mines, and on the other hand, we can also invest in low-priced mining areas."

"In case the price of Tangshuanglu is really crazy in the future, we will not fall into passivity."

Wang Fu himself started by researching batteries, and he naturally has a good understanding of the situation of lithium mines.

So what Lu Faxiang said, he is completely understandable.

And in response to this situation, he also has his own plan.

Anyway, it's all laid out in advance, so it's better to think about it more fully.

If you have a mine in hand, it is also considered an asset, whether it is a mortgage or other treatment options, it is still within the acceptable range.

Nanshan Group is so bold to lay out a bunch of mines at home and abroad, there is no need to be afraid so much.

It's a big deal to transfer the mine when the time comes.

With BYD's follow-up, some other battery companies are more or less considering this issue.

Suddenly, lithium ore has become a hot commodity.

However, just when everyone was focusing on lithium carbonate and lithium ore, Nanshan Semiconductor, which had always pinned Cao Yang's great hopes, finally began to break out.

(End of chapter)