2 In the first half of the year , There have been... In this field 7 Jiaxin Unicorn , Capital struggle to get into the market

source ：IT orange （ID：itjuzi521） author ： Wu Meimei

VC Joint capital listed company 、 Local government , The unicorn is being manufactured in batches .

At the moment , Almost all VC/PE Are paying attention to the new energy field , They believe that this is a super track related to the National Games .

Another shocking but reasonable fact is , At the new energy track , In the first half of this year, China has been born 7 Domestic Unicorn . that , Capital vies for new energy projects , What is the underlying logic of mass manufacturing unicorns ？

One , Background of industrial upgrading . At present ESG、 Environmental protection has increasingly become the theme of the times , China wants to be carbon neutral 、 Carbon peaked “ Double carbon ” The goal is , Then develop clean new energy 、 Low carbon energy is the general trend . The development of clean energy such as scenery is of great significance to the future energy structure adjustment .

Two , Policy support . from 2020 In, the government proposed to vigorously develop the new infrastructure industry , Real industries like new energy not only meet the development requirements , It has also received a variety of land support policies .

3、 ... and , Capital moves when the wind blows , The leading role of the head mechanism .2022 Beginning of the year , Sequoia China has completed the raising of Sequoia China new infrastructure equity investment fund , The fund mainly invests in three fields including new energy . As the top leader in China VC Institutions , Sequoia China's actions represent the wind vane of the industry .

IT Orange Unicorn Club data shows , In the first half of this year , The domestic new energy industry has 7 The company is newly promoted to Unicorn company , Including Xinwangda EVB、 Juwan Technology Research Institute 、 Wanxiang 123 、 Wei Lan new energy 、 If new energy 、 Gaojing solar energy and Wuhu Jiana energy .

this 7 Domestic new energy unicorns also have their own origins , Or rely on large groups 、 The listed company , Or get super head capital 、 The full support of the local government , or “ From a famous family ” With the endorsement of top scientific research institutions , Extraordinary qualifications .

The new business split by the listed company Xinwangda ,“ With the gold key ” born

Xinwangda electronics is a lithium battery company , Founded on 1997 year 12 month 9 Japan , Headquartered in Shenzhen, Guangdong ,2011 year 4 It was listed on the growth enterprise market of Shenzhen Stock Exchange in June , Business covers digital 3C Consumer electronics 、 Intelligent hardware and lithium batteries for electric vehicles .

Xinwangda Electric Vehicle Battery Co., Ltd （ abbreviation “ Xinwangda EVB”） It is a holding subsidiary of Xinwangda , Founded on 2014 year .2021 At the end of the year, Xinwangda launched the plan to split and list the automotive power battery business , It is expected that 2023 Submitted in IPO plan .

2022 year 2 month , Xinwangda electric vehicle gets a new round of investment . The current round of investor lineup can be called luxurious —— Harmonious Haihe River 、 Car and home 、Sky Top、 Weirui investment 、 Star Tour investment 、 Ruihai Yuneng 、 Jiaxing Qichen 、 Heng Junrui 、 SAIC Jinshi 、 Huayou Holdings 、 Aowen investment 、 Guangqi Xindian 、 Hesheng Investment Co., Ltd 、 Xinwang green 、 Trust wind investment 、 Bocom Yuanjing 、 Foshan Chengyu 、 Red earth Yuechuan 、 Shenzhen Venture Capital, etc 19 Investors participate in .

thus , Another battery unicorn was born .

Announcement shows that , The above investors spent a total of 24.3 One hundred million yuan , Obtained Xinwangda automobile battery about 19.5% Equity of . Based on this calculation , Xinwangda EVB The current valuation is 124 One hundred million yuan .

Another investor said , Xinwangda EVB Looking for a new round of financing , The amount is expected to reach 30 One hundred million yuan , The valuation 200 One hundred million yuan .

Backed by a strong parent company , Xinwangda EVB a “ Born with a golden key ”. One side , Listed companies have sufficient funds to build production bases , Expand capacity . It is reported that , Xinwangda has eight production bases , One of them is located in Lanxi, Zhejiang .

Besides ,2021 year 8 month , Xinwangda and the Management Committee of Nanchang Economic and Technological Development Zone jointly funded the establishment of Nanchang Xinwangda new energy Co., Ltd , To invest 200 Billion yuan to build Xinwangda Nanchang power battery production base project . This year, 3 month , Xinwangda invests in Zhuhai 120 One hundred million yuan , Total capacity to be built 30 GWh Power battery factory ; Investment in Shifang 80 One hundred million yuan , It is planned to build 20 GWh Power battery and energy storage battery production base .

On the other hand , Xinwangda has the ability to serve good car companies . According to Xinwangda 2021 Annual financial report , Revenue of power battery business 29.33 One hundred million yuan , Year-on-year growth 584.67%, The proportion in the overall revenue of Xinwangda is also increased by 2020 Year of 1.44%, Rose to 7.85%.

data display , This year, 1-4 month , The installed capacity of Xinwangda automobile battery is about 1.13GWh, The Chinese market ranks No 5.

Wei Lan new energy incubated by Institute of physics, Chinese Academy of Sciences , I have sat before “ cold bench ”

This year, 3 month , Weilan new energy completed a new round of financing , Investors include Xiaomi Changjiang Industry Fund 、 Hubble investment, an affiliate of Huawei 、 Geely blue plan under Geely holdings, etc . The post investment valuation of the current round of Wei Lan reached 150 One hundred million yuan .

Weilan new energy was founded in 2016 year , It is the only industrialization platform of solid-state battery technology in the Clean Energy Laboratory of Institute of physics, Chinese Academy of Sciences , We focus on the R & D and production of mixed solid-liquid electrolyte lithium-ion batteries and all solid-state lithium batteries , Application covers new energy vehicles and ships 、 Large scale energy storage 、3C Consumption and other industries .

Weilan new energy was founded in 2016 year , The founder chenliquan is an academician of the Institute of physics of the Chinese Academy of Sciences , Yuhuigen is a senior R & D personnel of automobile , Li Hong is a researcher of the Institute of physics, Chinese Academy of Sciences , The three are colleagues . Chenliquan has 82 The age of , He is the tutor of Zeng Yuqun, chairman of Ningde times , Also known as “ The first lithium battery in China ”.

However , Wei Lan didn't get too many heads in the early days VC Capital concerns . According to investors , Many famous VC As early as 2018 I have been in contact with Wei Lan new energy since about , But most of them didn't do it .

The turning point occurred at 2021 Beginning of the year , Weilai Automobile Co., Ltd “NIO Day”, Li Bin announced that Wei Lai will be in 2022 Starting in 150kWh Solid state batteries . And then , stay 2021 year 7 month , Weilai capital 、IDG The capital has entered into the list of Wei Lan's shareholders . Whole 2021 year , Wei Lan has intensively financed three rounds of capital , Take it near 10 A hundred million yuan financing , It is enough to witness the outbreak of the battery circuit .

In terms of capacity , Wei Lan new energy is headquartered in Beijing , Fangshan in Beijing 、 There are production bases in Liyang, Jiangsu and Huzhou, Zhejiang . among , The solid state battery base in Jiangsu Province is located in 2019 Construction in ,2020 year 3 Put into production in , Total project investment 5 One hundred million yuan , Investment in phase I Project 1.8 One hundred million yuan , The annual output is about 1 Hundred million watt hours .

This year, 4 month , Wei Lan new energy signed a contract with rongbai technology, a leading high nickel company 《 Strategic cooperation agreement 》, Rongbai technology has become the first supplier of high nickel ternary cathode materials ;2022-2025 year , Weilan new energy will purchase solid-state lithium battery cathode materials from rongbai technology, and the products will not be less than 3 Ten thousand tons of .

It is reported that , Wei Lan is based on Wei Lai ET7 models , Launch single charge endurance 1000 Kilometers of hybrid solid-liquid batteries . This hybrid solid-liquid battery is expected to start mass production at the end of this year or the first half of next year , The battery pack has a capacity of 150 Degree electricity （kWh）, The energy density is 360Wh/kg.

Juwan Technology Research Co., Ltd. incubated by GAC group

Focus on the field of new energy vehicles , GAC has hatched at least two unicorns , Including gac-e'an and Juwan Technology Research Institute , The former is a brand of new energy vehicles , The latter is mainly engaged in automobile fast charging lithium battery business , Already in GAC AION Model mass production .

according to the understanding of , Juwan Technology Research Institute was established in 2020 year , Led by GAC group , GAC capital 、 The leading technical team of GAC Research Institute and the third-party strategic partner shareholding platform jointly funded the establishment of , GAC Group invested about 6000 Million yuan of incubation funds .

Juwan technology research is 2022 year 4 On the A Round of funding , The amount of financing is close to 10 One hundred million yuan , Its latest post investment valuation is 80 One hundred million yuan .

After financing , The company has built a R & D and production base in Guangzhou Huangpu development zone , Engaged in super fast charging core 、 The next generation of new energy storage devices and PACK R & D and production of integrated system . Estimated Juwan 2023 New year added XFC High speed battery capacity 8GWh, Possess for 12 The supporting capacity of 10000 new energy vehicles .

The U.S. Department of energy （DOE） Yes XFC（eXtreme Fast Charging） The definition of high-speed charging technology is , Specific energy of power battery ≥200Wh/kg、 Charging pile power ≥400kw, Can be found in 10 Charge to the vehicle battery within minutes 80% Of SOC、 Add more than 55 KWh or more 322 Kilometers of vehicle endurance .（ Average charging rate 6C And above ）

at present , Juwan XFC Charging rate coverage of high-speed battery products 3C～6C, The energy density of the cell is 200Wh／kg above , The whole vehicle runs at room temperature 3C or 6C Rate charging ,0～80％SOC The charging time is 15 and 8 minute , Ahead of the United States 2023 The immediate goal of the year or what it defines XFC The goal is .

Wanxiang 123, backed by a large company , Supply batteries for well-known automobile enterprises

2022 year 3 month , PCCW capital invested 9 Million yuan invested in Wanxiang 123 , PCCW capital and ICBC Credit Suisse 、 CDB Development Fund 、 The original shareholders such as ICBC financial assets shall attend the register of shareholders at the same time . After Wanxiang 123 investment, the estimated value reached 400 One hundred million yuan , Become a new unicorn in the battery field .

Wanxiang 123 System Co., Ltd., formerly known as 2001 Li ion battery manufacturer established in the United States in A123. Wanxiang Group 2012 Years of A123 Make an overall acquisition , Focus its new technology and new product development functions in the United States , The manufacturing business is merged with the original battery production department of Wanxiang Group , Become the battery production base of the group , Focus shifted to China .

At present, Wanxiang 123 is located in Michigan and Massachusetts 、 Hangzhou, China 、 Stuttgart, Germany 、 Czech Ostrava and other places have R & D facilities 、 Manufacturing base and sales outlets , Headquartered in Hangzhou .

Backed by Wanxiang Group , Wanxiang 123 has a global industrial R & D foundation , And won the support of the leading car companies .2021 year 3 month , Volkswagen Group （ China ）CEO Feng Sihan said , Volkswagen has confirmed that Wanxiang 123 For Volkswagen power battery suppliers , And will start to supply in the next two years .

It is reported that , Wanxiang 123 focuses on the development and production of lithium ion power batteries , Battery materials include lithium iron phosphate 、 Three yuan 、 Solid state technology route . Lithium iron phosphate technology mainly includes F1 The car provides a battery solution , The main products are 12V/48V Low voltage battery 、 Power batteries for new energy vehicles 、 Racing cars and energy storage battery systems .

There is data showing ,2018 year 1-11 month , Wanxiang 123 has an installed capacity of... In the field of plug-in hybrid passenger vehicles 424.71MWh, Proportion 13.31%.

85 If new energy was founded by later female doctors , It is applicable to outdoor power consumption scenarios such as RV

RENOGY If new energy in this year 6 Hundreds of millions of yuan will be completed at the beginning of the month E Round of funding , Led by the former master fund , The post investment valuation is about 11.1 Billion dollars , Officially ranked among the new energy unicorn .

Founded on 2015 year ,RENOGY If new energy focuses on providing 0.1 to 20 New energy independent power supply system of kilowatt hour electricity , The product uses solar energy to generate electricity 、 Lithium battery energy storage 、 Inverter charging and other hardware modules , It is mainly used in the scenario of no power or unstable power supply , For example, RV travel 、 Outdoor activities 、 Home standby and other scenarios .

If the founder of new energy is a 85 Later female doctor —— Li Yi , She graduated from the Physics Department of Nanjing University of Posts and telecommunications in her early years , He studied for a PhD in condensed matter physics at Louisiana State University , Research on superconductors in the field of energy .

2010 year , Li Yi has officially registered RENOGY——Renewable Innovative Energy（ Innovative renewable energy ）, Her entrepreneurial career began with a room provided by the school 10 Square meter office .2015 year ,RENOGY Registered in Suzhou, China , It is already in China 、 The United States 、 Japan 、 the Philippines 、 Thailand 5 Countries have set up 9 Technology development 、 Customer service and production center .

according to IT Orange data ,RENOGY stay 2018 year 5 In June, he obtained the capital of Sirius A Round investment , This is a RENOGY The first early investment received .

“ They were in the past 12 The core technical capabilities accumulated and established in the middle of the year , throughput , And then to the global brand and service ability , Product application innovation ability , To build the ‘ Technology and production end ’ To ‘ Consumer application end ’ Long chain value of .” Former chief executive partner of the fund 、 Chairman Jin Haitao said .

IDG Gaojing solar energy LED and supported by capital , It took only three months from commencement to production

This year, 4 month , Guangdong Gaojing Solar Energy Technology Co., Ltd （ hereinafter referred to as “ High view Solar ”） Announced a complete 16 One hundred million yuan A Round of funding , Over valuation after investment 14.7 Billion dollars , For the new Unicorn .

The investor's old shareholder IDG capital 、 Zhuhai HUAFA Group continues to increase its weight , Guoshou science and Innovation Fund under Guoshou investment 、 Jianxin （ Pilot Zhanxing Fund 、 Manufacturing transformation and upgrading fund ）、 Yuecai Fund （ Guangdong Industrial Development Fund ）、 Shenzhen investment holding capital and other financial investment institutions , Aixu shares 、 Midea capital and other industrial investment institutions jointly participate in this round of investment .

Gaojing solar energy is headquartered in Zhuhai, Guangdong , By a senior team in the industry 、IDG Capital and Zhuhai HUAFA group were jointly founded in 2019 year 7 month , Focus on R & D and manufacturing of high-efficiency large-size photovoltaic silicon wafers .

It is reported that , With the support of founding shareholders and local governments , Gaojing solar energy phase I 15GW LAJING project （ xining ） And slicing items （ zhuhai ） They only last 93 Days and 140 The whole process from start-up to production was completed within days . The original plan 2022 Construction in the first half of 、 The second phase that will be put into operation in the second half of the year 15GW The project is advanced to 2021 year 7 Construction started in , This year 2 Officially put into production in .

Thanks to the successful financing of this round , The original plan of Gaojing solar energy Co., Ltd 2023 Three phases started in 20GW The project will start construction this year , Help speed up 50GW The production capacity target reaches the production capacity . When the , Gaojing solar energy will achieve 350 The scale of output value of billion yuan , Help Xining and Zhuhai build a 100 billion level new energy industry cluster .

It is reported that ,50GW Our end products will reduce carbon emissions 7,000 Ten thousand tons of / year , Contribute to the cause of national energy conservation and emission reduction .

Backed by listed companies , Wuhu Jiana energy is an important part of lithium battery materials

This year, 3 month , Dow technology announced that , The company plans to introduce strategic investors and set up a shareholding platform for senior management team , For the subsidiary Wuhu Jiana Energy Technology Co., Ltd （ abbreviation “ Wuhu Jiana ”） Capital increase and share expansion , Among them, strategic investors plan to increase capital in cash 14.4 One hundred million yuan ; The shareholding platform of the senior management team increases its capital in cash 3000 Ten thousand yuan .

The investment portfolio includes Qianwan fund 、 Aetna Fund 、 Yinhu industry 、 Wuhu industrial investment and other Anhui state-owned assets institutions all shot . Calculated based on the shareholding ratio disclosed in the announcement , Wuhu Jiana's latest valuation has reached 113 One hundred million yuan , Ranked Unicorn .

Speaking of Wuhu Jiana , It has to be mentioned that Rong Jihua, founder of Dow Technology .

After graduation from Jingdezhen Ceramic University , Rong Jihua was early in 2003 In, he founded Foshan Gaoming Segui Pigment Co., Ltd .2007 year , He founded Dow technology , Started with ceramic glaze materials and ceramic ink , And lead the company in 2014 Successful listing , It is the first stock in the domestic ceramic glaze material industry .

2016 About years ago , Rongjihua began to lay out new energy materials , It also acquired Guangdong Jiana and Qingdao Haoxin in one fell swoop , Into the field of power battery materials , Wuhu Jiana is 2021 year 11 The moon came into being .

In recent years , With the rapid development of new energy vehicle industry , The demand for power batteries has also increased rapidly . As an important material of lithium battery , The demand for ternary precursors will also enter a stage of rapid development .

Dow technology takes Wuhu Jiana as the lithium battery material business operation platform , The ternary precursor business of lithium battery materials has been integrated . The total capital increase of Wuhu Jiana this time is 14.7 One hundred million yuan , All of them will be used for investment and construction in Wuhu City 10 10000 ton ternary precursor project .

You can see ,VC Joint capital listed company 、 Local governments are laying out new energy racetracks , Mass produce unicorns .