Chapter 338: tell me your opinion

Industrial transformation is definitely very painful.
Especially for Du Shengbang. After the transformation, it was a complete failure.
He used to make lithium batteries.
After the transformation, it is PCB OEM.
Frankly speaking, there is basically no overlap in these two areas.
Lithium batteries are lithium batteries.
SMT is SMT. The two are completely different.
"Boss Du, how much money did you invest in the entire equipment?" Wang Bu'an asked thoughtfully.
"About 80 million yuan. All my old books have been invested." Du Shengbang replied dullly.
"Have you paid back?"
"No."
Du Shengbang shook his head regretfully.
Did not pay back. This is the biggest problem. The investment was lost.
At that time, in order to improve product quality as much as possible, Du Shengbang chose production equipment of big brands. Among them are Hitachi, Panasonic, Sharp, TDK and other major manufacturers.
If you look carefully, you will find that the entire production equipment is transplanted from Dongying.
All brands are from Dongying. Almost a monopoly.
The price is expensive, and the after-sales service is more expensive.
Du Shengbang made an account and wanted to cry without tears.
80 million was spent on purchasing a complete set of machinery and equipment. But the follow-up maintenance, all kinds of messy costs add up to almost 80 million.
In other words, the money he earned back one after another has been invested one after another.
"Little devil is cruel!" Du Shengbang said with infinite emotion.
"Are there any other brands?" Wang Bu'an asked casually.
"No."
"Ok.
Wang Bu'an nodded.
Since someone else has a monopoly, there is no way.
It is said that the famous Tesla electric car uses batteries produced by Dongying. This can be seen.
This area 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 seam and occupy a small corner.
It is no wonder that some people are so obsessed with the manufacturing technology of hydrogen storage alloys.
Even prefer to buy five hundred million dollars.
You know, hydrogen storage alloy is the cheese of Dongying people!
The most worrying thing for Dongying people is that once hydrogen storage alloys occupy the market, there will be no lithium batteries.
Wang Bu'an silently inspected every set of equipment.
Let’s take a look at the advantages of Dongying’s machinery and equipment.
The production process of lithium batteries is more complicated. The main production process mainly covers the stirring and coating stage of electrode production (front stage), the winding and injection stage of battery cell synthesis (middle stage), and the packaging inspection stage of chemical packaging (back stage). The value amount (purchase amount) accounts for approximately (35~40%): (30~35)%: (30~35)%. The differences mainly come from different equipment suppliers, differences in the ratio of imported/domestic products, etc. The process flow is basically the same, and the proportion of value is deviated, but the overall proportion is in line with it.
The lithium battery equipment corresponding to the first process of lithium battery production mainly includes vacuum mixer, coating machine, roller press, etc.; the middle process mainly includes die cutting machine, winding machine, stacker, liquid injection machine, etc.; the latter process includes forming machine , Volumetric testing equipment, process warehousing logistics automation, etc. In addition, the production of battery packs also requires Pack automation equipment.
The result of the front-end process of the lithium battery is to complete the preparation of the positive and negative electrodes of the lithium battery. The first step is to stir, that is, the positive and negative solid battery materials are mixed uniformly, and then the solvent is added, and then stirred into a slurry by a vacuum mixer. The mixing of ingredients is the basis for the follow-up process of lithium battery, and the 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, that is, the slitting process is performed on the coating. If burrs are generated during the slitting process, subsequent assembly, electrolyte injection and other procedures, or even safety hazards during battery use. Therefore, the front-end equipment in the lithium battery production process, such as mixers, coating machines, roll presses, slitting machines, etc., are the core machines for battery manufacturing, which are related to the quality of the entire production line. Therefore, the value (amount) of the front-end equipment accounts for the entire lithium battery The proportion of automated production lines is the highest, about 35%.
This process can be simply called core making.
That is to make the core of the lithium battery.
Wang Bu'an needs to focus on this core.
why?
Because it involves the content of lithium.
The main function of the lithium battery activation box is to activate valence electrons. Including nuclear external valence electrons, nuclear internal valence electrons and so on.
From this perspective, the more lithium, the better.
The more lithium atoms, the greater the number of valence electrons, and the stronger the activation efficiency.
For example, the original lithium battery with only 2500 milliamperes, after the activation of six valence electrons, the storage capacity will increase to 32 times the original. The effect is very obvious.
If the technology is upgraded in the future, 7, 8, 9 valence electrons can be activated, and the power storage is larger.
The number of extranuclear electrons is very limited.
However, the number of nuclear internal valence electrons is almost unlimited!
"Your equipment is really backward."
"Ha ha."
"No wonder you will go bankrupt. There is no way to update the equipment."
"Yes Yes."
Du Shengbang smiled helplessly.
Update equipment? Who can't? The question is, where does the money come from?
Besides, where did the equipment come from? Some of the most high-end equipment cannot be bought with money. Others are prohibited from exporting. No amount of money will be sold to you.
Mounter, is it common? The general placement machine is hundreds of thousands, hundreds of thousands, and several million yuan. Cheap second-hand goods can even be bought for tens of thousands of dollars. Do you think it is easy to fix? Absolutely not. In fact, high-end placement machines are not only very expensive, but also restrict exports.
self-produce?
sure!
You can produce it yourself!
As long as you have enough funds and enough technology, you can definitely produce it yourself.
only……
Whether it can meet market demand is hard to say.
The production difficulty of the placement machine is also very high. Especially the ultra-high-speed placement machine. 130,000 pieces of materials can be posted in one hour!
In addition, placement machines with an accuracy of 10 microns are not available in the market.
What accuracy is Du Shengbang's own placement machine?
0.1 mm level.
Quite backward accuracy.
In less than half an hour, Wang Bu'an 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.
The investment at that time may indeed require 80 million.
But 10 years later, no one wants 80,000 yuan.
Mainly occupy space.
Have to throw out the garbage.
"Boss Du, you should know a lot about lithium batteries."
"To understanding."
"tell me your opinion."
"I?"
"As a senior, don't you have any ideas?"
"I……"
Du Shengbang smiled bitterly again.
What can he think? What's the use of ideas?
Now the factory has been sold to Wang Bu'an. He will be swept out soon. No matter how many ideas there are, they can only be on paper, and they are useless.
Ideas, of course. There are still many.
After all, he has been immersed in this industry for so many years.
When did the lithium battery rise, when did he enter the industry. It's been more than ten years.
He could tell countless tirades with his eyes closed.
"In the lithium battery manufacturing process, the middle process is mainly to complete the battery forming. The main process flow includes film making, pole piece winding, die cutting, cell winding forming and lamination forming, etc. The current domestic equipment manufacturers are more competitive. One of the areas in which the lithium battery production line is worth about 30%."
"Currently, the core manufacturing processes of power lithium batteries mainly include winding and lamination. The corresponding battery structures are mainly cylindrical, square, and soft packs. Cylindrical and square batteries are mainly produced by the winding process. The stacking process is mainly used. The cylinder is mainly represented by 18650 and 26650 (21700 batteries were developed separately and are being promoted in the whole industry). The difference between the square and the soft package is that the outer shell uses two kinds of hard aluminum shell and aluminum plastic film. The bag is mainly made of lamination process, and the aluminum shell is mainly made of winding process."
"The soft package structure is mainly oriented to the mid-to-high-end digital market, such as mobile phone batteries, digital camera batteries, laptop batteries, etc. The profit rate per unit product is higher, and the relative profit is higher than that of aluminum shell batteries under the same production capacity. Case batteries are prone to scale effects, and the product qualification rate and cost are easy to control. At present, both of them have considerable profits in their respective market areas. In the foreseeable future, both of them are difficult to be completely replaced..."
To be cautious, Du Shengbang mechanically endorsed.
Wang Bu'an shook his head.
He reached out to stop Du Shengbang.
There is no need to come up with such a well-known theory.
He wants to hear something new.
"Well..." Du Shengbang had to take out the stock at the bottom of the box.
"Lithium-ion batteries have no future." He said slowly.
"why?"
"Because of the emergence of hydrogen storage alloys."
"Oh?"
"The emergence of hydrogen storage alloys has severely impacted the lithium-ion battery market. Eventually, it will completely replace lithium batteries. It will become the cleanest power."
"Where is the cell phone battery?"
"Once the hydrogen storage alloy is miniaturized, cell phone batteries will also fall."
"Oh."
Wang Bu'an was uncomfortable.
In theory, Du Shengbang was right.
It is estimated that other people also predicted the same. Lithium batteries will definitely be replaced by hydrogen storage alloys.
After all, everyone knows that hydrogen storage alloys will be miniaturized.
Only Wang Bu'an knew it. Hydrogen storage alloys are very difficult to miniaturize. At least not for a short time.
Currently, the hydrogen storage alloy he produces is grade four. Still cannot be miniaturized. It is estimated that miniaturization is impossible before level 10. It is still a big brick.
Such a large brick cannot be applied to mobile phones, cameras, and laptops.
Only lithium-ion batteries can continue to occupy this market.
In other words, there is still room for development in ~EbookFREE.me~ in the next ten or decades.
How easy is it to raise hydrogen storage alloys to level ten?
A rough estimate requires at least 10 trillion beliefs.
When will he accumulate a belief value of 10 trillion? ten years? Twenty years?
"Because the winding process can achieve high-speed production of batteries through the speed, and the speed that can be improved by the lamination technology is limited, the current domestic power lithium battery mainly uses the winding process, so the shipment of the winding machine is currently greater than Stacker."
"The previous process corresponding to winding and lamination production is the production and die cutting of pole pieces. The production includes welding of pole pieces/lugs after slitting, dust removal of pole pieces, protective tape, and lug covering And 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 punching pole piece is the winding and punching of the slit pole piece Cut into shape for subsequent lamination process."
"The back-end production process of lithium batteries is mainly divided into four processes, namely capacity classification, formation, testing, and packaging and storage, which account for about 35% of the value of the production line. Formation and capacity separation are the most important links in the latter process, and the formed battery is activated and tested. Due to the long charging and discharging test cycle of the battery, the value of the equipment is the highest. The main function of the chemical conversion process is to charge and activate the battery cell after the injection and packaging, and the volumetric process is to test the battery capacity and other electrical performance parameters after the battery is activated. And carry out classification. Formation and volume separation are respectively completed by the forming machine and the volume dividing machine, usually by the automated volumetric forming system..."
Du Shengbang found that Wang Bu'an had a bad face, so he continued to endorse.
As a result, it was interrupted again.
Wang Bu'an should not listen to these boring theories.
He decisively dispatched Du Shengbang.
He is going to upgrade!