PCI-6503First, “double carbon” goal oriented, Hollysys PLC into lithium intelligent manufacturing

On September 22, 2020, China proposed the goal of “carbon peak” and “carbon neutrality” at the 75th session of the United Nations General Assembly.

With the in-depth promotion of the “dual carbon” goal, a large market space has been formed in new energy vehicles and other segments, and lithium battery manufacturing has become one of the biggest beneficiaries.

Forecasts show that in 2025, the number of new energy vehicles in China will exceed 60 million, and the overall market value of the industry will break through the trillion mark. In this context, domestic lithium battery manufacturing enterprises mushroomed and blossomed everywhere.

However, there are both opportunities and challenges.

The production process of lithium batteries is complex and changeable, the functioPCI-6503nal requirements of equipment are varied, and the requirements for reliability are also extremely strict. In the early days, China’s lithium battery production equipment has a certain degree of import dependence, but with the enhancement of domestic scientific research strength and the optimization of industrial structure in recent years, its localization rate has been significantly improved.

Although the current lithium production equipment has realized the transformation from early dependence on imports to today’s localization replacement, the localization rate of programmable controller PLC, as the “brain” of production equipment, is still less than 10%, which will undoubtedly affect the supply chain security of China’s lithium industry and become a hidden danger on the road to new energy development.

Therefore, in order to promote the sustainable development of the lithium battery industry, the independent and controllable capacity of PLC has become a top priority, and many domestic industrial control enterprises have also taken the opportunity to increase innovation and introduce more cost-effective and customized solutions.

But want to solve the higher level of pain points, but also need to have in the performance, compatibility, safety and other dimensions to comprehensively surpass the industry’s similar products appear, Hollyse’s high-profile entry into lithium is also based on this.

Second, overcapacity forced cost reduction and efficiency, domestic PLC to seize thePCI-6503 opportunity

The rapid development of the new energy industry has made the demand for power batteries show explosive growth. From the perspective of lithium industry market structure, the upstream and downstream expansion of the power battery industry chain has entered a period of intensive production capacity release, structural overcapacity has begun to cover the industry, and the demand for cost reduction and efficiency has become increasingly obvious, forcing lithium equipment to enter a new stage.

Although overseas PLC brands have a large share in the market, the supply chain is prone to shortages and supply disruptions due to various external factors such as geopolitics and foreign trade policies, and prices may fluctuate at any time. This uncertainty is extremely unfavorable to the rapidly changing lithium market.

What is more noteworthy is that due to the lack of localized technical support, PLC products of overseas brands have certain information security risks. If the production control system is subjected to cyber attacks, the equipment will be damaged, production will be interrupted, and the operation of the entire plant will be threatened.

Therefore, safe and reliable domestic PLC products and independent controllable industrial chain are crucial to the sustainable development of the industry. Today, in the fierce competition of “domestic substitution”, only strong and skilled manufacturers can stand out.

After years of technological innovation and experience in serving large customers, local leading brands have the strength to compete with foreign established brands, and with the advantages of customized services, cost-effective, response speed, etc., they have gradually been favored by lithium battery manufacturers