Focus on AGV industry for 18 years
Focus on AGV industry for 18 years
In June 2022, the 15th GaoGong Lithium Battery Industry Summit will be held at the Changzhou Maoshan International Conference Center. More than 300 business leaders in the battery, materials, equipment, energy storage, and other fields, as well as 500 senior executives of the lithium battery industry chain, will gather in Changzhou to explore the development of power battery industry towards the TWh era. CASUN, as a leading intelligent logistics solution provider in the lithium battery industry, was invited to attend. The company's president, Niu Shiju, will lead the team to attend and deliver a keynote speech on the theme of "Dialogue Between Mobile Robots and Lithium-ion Intelligent Manufacturing", sharing CASUN's experience in manufacturing of the lithium battery industry.
The intelligent logistics solution using mobile robots in power battery manufacturing has gradually matured, and more and more companies are trying to integrate various AGVs/AMRs, forklift AGVs, and other types of robots into their solutions.
CASUN's AMR/AGV robotics were first applied in the logistics scenario of power battery manufacturing. In 2021, CASUN's lithium battery industry shipments amounted to more than 2,000 units, ranking among the top intelligent logistics service providers for new energy lithium batteries, and is an undisputed leader in the field of intelligent logistics application in the lithium battery industry.
CASUN mainly serves lithium battery companies such as Ningde Times, BYD, CATL, Funeng Technology, CALB, and CEEG, and its customers' delivery of power batteries in 2021 accounted for more than 45% of the global total shipment, of which the domestic enterprises accounted for over 77%. In the rapidly growing lithium battery industry, CASUN has a market share of over 85% in the PACK segment of lithium battery intelligent logistics.
In 2021, China's power lithium battery entered an explosive year, and marketization is accelerating rapidly. In 2021, sales of new energy vehicles reached 3.52 million units, and it is expected that the global power battery shipment will reach 1,100 GWh in 2-3 years, officially ushering in the TWh era. According to incomplete statistics, the investment in lithium battery capacity expansion in 2021 exceeded RMB 600 billion.
Entering 2022, under the trend of expanding lithium battery production, the industry chain is also facing various challenges: upstream material shortages and price increases; delayed delivery of equipment and high-quality production capacity in the middle section of the manufacturing process; and downstream more stringent requirements from customers for range, safety, charging speed, cost, etc., which urgently need to be addressed.
Currently, the main track of the lithium battery industry, new energy vehicles and energy storage, is starting a large cycle of the lithium battery industry. Faced with changing international environmental situations, fluctuations in prices of new energy materials and equipment supply chains, core constraints in production capacity and stable delivery, how power battery companies can build a competitive supply chain defense and play a decisive role in embracing new cycles and strategic landing.
