Rebirth 99 to become a car giant.

"523 ternary lithium battery?"

"Have you really developed it?"

Zhang Lin is not a person who doesn't understand anything.

He is very interested in Nanshan Battery's new technology solutions.

These are indeed hard-core technical upgrade solutions that can reduce the cost of power batteries.

Changan Automobile can definitely consider the technical solutions for power batteries in electric vehicles in the future.

"The research and development has been successful, and the next new car model in the future will be directly equipped with 523 ternary lithium batteries."

Hearing what Lin Cheng said, Zhang Lin naturally had no doubts.

As for the specific details, just leave it to the R&D team to confirm.

At this point, the atmosphere of the entire negotiation has been greatly improved.

In the end, Nanshan Battery made some appropriate concessions, saying that this time it was only necessary to apply for market linkage of three materials: lithium carbonate, nickel and cobalt.

The increase in other electrolytes and other materials has been temporarily absorbed by Nanshan Battery itself.

Zhang Lin knew that continuing the discussion might not lead to better results, so he agreed in principle to this direction.

Next, the people below will implement this general direction.

Nanshan Battery has so many customers, so this time it is definitely not just negotiating with Changan Automobile.

Soon, other companies such as Yangcheng Aian and Didu New Energy also launched various negotiations one after another.

This news slowly spread in the industry.

"Mr. Li, now various OEMs have slowly accepted the price adjustment of power battery raw materials. I think we should take advantage of this opportunity to communicate with each OEM as soon as possible."

"Otherwise, if we bring it up later, the materials will rise even higher and the cost of power batteries will rise significantly, it will not be easy to talk about."

Shi Junhui has always paid close attention to the news of Nanshan Battery.

Against the background that the prices of the main raw materials for power batteries have increased significantly, he is even more concerned about the news of Nanshan Battery.

Not to mention that there are some news reports in the media about the rising prices of raw materials such as lithium carbonate and the voices that power battery manufacturers want to increase prices.

Just some of the customers he has direct contact with are customers of Nanshan Battery themselves.

Therefore, even if Shi Junhui cannot get particularly accurate information, he still knows the results of negotiations between various OEMs and Nanshan Battery on the increase in raw material prices.

Compared with Nanshan Battery's bargaining power in the industry, which can even be said to be pricing power, Guoxuan Hi-Tech is much more passive in this regard.

Basically, raw material manufacturers can only passively accept how much they want to increase prices.

The key is that these raw material manufacturers have no shareholding relationship with Guoxuan.

Unlike Nanshan batteries, sometimes it's just a matter of switching from left hand to right hand.

Don’t you know that Nanshan Battery controls the raw material industry chain?

Not to mention, most OEMs really don’t know much about it.

I only know that Nanshan Battery has some layout in this regard, but no one knows the specific layout.

Not only does Nanshan Battery quote prices to various OEMs, they are all at one price.

People will not tell you where each material is purchased from, let alone what the relationship between these material manufacturers and Nanshan Battery is.

"We really need to hurry up, but in addition to asking OEMs to increase prices, we also need to pay attention to the procurement of raw materials."

"Don't fail to buy materials at market prices by then. If you have to buy high-priced materials to ensure supply, it will be a big loss."

Li Zhen is naturally also paying close attention to the price fluctuations of power battery raw materials during this period.

For general battery companies, their bargaining power on bulk commodities is very low.

For example, when purchasing materials such as lithium carbonate, nickel, and cobalt, the most you can do is negotiate a few discounts with the raw material manufacturers.

It is impossible to get a larger discount.

Even for Nanshan Battery, if most of the materials are not purchased from affiliated companies, it will be very difficult to get a substantial price discount.

"This round of raw material price increases is likely to have entered a stage of rapid growth."

"Should we stock up on a batch of raw materials first, so that after we negotiate the price adjustment rules with the OEM, we might be able to earn some extra money."

Shi Junhui's proposal was obviously not unreasonable.

For example, if Guoxuan had stockpiled raw materials for this year in advance when the prices of raw materials such as lithium carbonate were not so high at the end of last year.

Then we formed a material adjustment plan with the OEM to adjust the material price of power batteries according to the latest market conditions, so that we can get additional dividends from the increase in materials.

Lithium carbonate is obviously sold for 3 yuan per ton, but it can be sold to OEMs for 5 yuan per ton.

As a result, the profitability of power battery packs immediately changed significantly.

"It has risen a lot now, right? Will it continue to rise?"

Li Zhen has been working on power batteries for more than a day or two, and he has a relatively clear understanding of the prices of the main raw materials in the past few years.

In his opinion, the current price is already a historical high and should not continue to rise that much.

After all, raw materials are just the same material as they change.

The mine is there, and the changes in processing costs are very limited, but the price of the final extracted raw materials has skyrocketed.

This is obviously an unreasonable phenomenon.

"It's hard to say. I think it's more likely that it will continue to rise."

"At best, the increase will not be that big, but it will be difficult to go back down."

Shi Junhui thought for a moment and gave his reply.

This kind of question is actually not that easy to answer.

Because it involves predicting future material trends, it's very difficult.

If the prediction is really accurate, then everyone will speculate in futures.

"In that case, let's order more materials first."

"Originally, we ordered raw materials one quarter in advance. From now on, we will order all the raw materials half a year in advance."

Although I thought about doing some risk-avoiding actions, if the extent is too large, it is also a very risky thing in itself.

Just imagine, if they make a wrong judgment and material prices drop significantly, but they hoard a large amount of high-priced raw materials, it will definitely be miserable.

One mistake might cause the company to consider shutting down.

……

After a round of communication with various OEMs, Nanshan Battery immediately held an online new technology conference.

At this press conference, they officially announced a new generation of lithium iron phosphate battery and ternary lithium battery technology.

Among them, lithium iron phosphate batteries have officially launched "blade batteries" this year. In terms of energy density, they can catch up with the ternary lithium batteries of many other battery manufacturers in the industry.