大众汽车旗下电池业务 PowerCo公司介绍

BuildingaGlobalBatteryChampion November2022 1 精选汽车研报，入群免费分享 1.工作日群内免费分享多篇精选汽车行业资料，涵盖市场、技术、产业等多个维度； 2.海量资料库，及时满足群友专题资料搜寻需求； 3.严明群规，禁止广告，外链，禁止未沟通加好友，保护群友隐私； 4.车企高管，行业大咖都在参与的行业干货分享社群； 我们致力于构建优质、极致的汽车行业知识、情报及案例分享社群； 扫码关注！or微信搜索“3WAUTO”关注！ 回复关键词【进群】，加入3WAUTO汽车干货分享群 精选研报，均为网络收集版本，权利归原作者所有，3WAUTO仅作为内部学习分发。 Disclaimer Thefollowingpresentationsaswellasremarks/commentsandexplanationsinthiscontextcontainforward-lookingstatementsonthebusinessdevelopmentofPowerCo.Thesestatementsarebasedonassumptionsrelatingtothedevelopmentoftheeconomic,politicalandlegalenvironmentinindividualcountries,economicregionsandmarkets,andinparticularfortheautomotiveindustry,whichwehavemadeonthebasisoftheinformationavailabletousandwhichweconsidertoberealisticatthetimeofgoingtopress.Thisalsoappliestostatementsorinformationgivenwithrespecttoresearch,developmentandfeasibilityoftechnicalconcepts,targetsandprojects.Theestimatesgivenentailadegreeofrisk,andactualdevelopmentsmaydifferfromthoseforecast.Atthetimeofpreparingthesepresentations,itisnotyetpossibletoconclusivelyassessthespecificeffectsofthelatestdevelopmentsintheRussia-UkraineconflictonPowerCo’sbusiness,norisitpossibletopredictwithsufficientcertaintytowhatextentfurtherescalationoftheRussia-Ukraineconflictwillimpactontheglobaleconomyandgrowthintheindustryinfiscalyear2022. Anychangesinsignificantparametersrelatingtoourkeysalesmarkets,oranysignificantshiftsinexchangerates,energyandothercommoditiesorcommoditiesrelevanttoPowerCoorthesupplywithparts,ordeviationsintheactualeffectsoftheCovid-19pandemicfromthescenariopresentedwillhaveacorrespondingeffectonthedevelopmentofourbusiness.Inaddition,theremaybedeparturesfromourexpectedbusinessdevelopmentiftheassessmentsofthefactorsinfluencingsustainablevalueenhancementandofrisksandopportunitiespresenteddevelopinawayotherthanwearecurrentlyexpecting,orifadditionalrisksandopportunitiesorotherfactorsemergethataffectthedevelopmentofourbusiness.Wedonotupdateforward-lookingstatementsretrospectively.Suchstatementsarevalidonthedateofpublicationandcanbesuperseded. Thisinformationdoesnotconstituteanoffertoexchangeorselloranoffertoexchangeorbuyanysecurities. PowerCoataglance PowerCohasalargedemandpipelinefromkeycustomerVolkswagenGroup TheUnifiedCelltechnologyallowsforlowcomplexity&standardization… …andastandardfactorydesign,whichallPowerCogigafactoriesaresetupto Verticalintegrationallowsforasecurerawmaterialsupplychain… …withsustainabilityasanintegralpartofPowerCo‘sDNA VWtalentpoolandengineeringknow-howasimportantbasistoscaleoperations Targetingfurtherautomotiveandnon-automotivecustomers FullyoperationalandhighlyskilledExecutiveBoard FrankBlome ChiefExecutiveOfficer Priorexperience Continental,Li-TechBattery,Accumotive SebastianWolf ChiefOperatingOfficer Priorexperience Bosch,BostonConsultingGroup,Farasis KaiAlexanderMüller ChiefFinancialOfficer Priorexperience BankofAmerica,Barclays SoonhoAhn ChiefTechnologyOfficer Priorexperience LGChem,SamsungSDI,Apple JörgTeichmann ChiefPurchasingOfficer Priorexperience ZFFriedrichshafen,BMW,VolkswagenAG SebastianKrapoth ChiefHumanResourceOfficer Priorexperience VolkswagenCommercialVehicles,VolkswagenAG Nov.2022EquityStoryPowerCo PowerCohasalreadyreachedsignificantmilestones: IncorporatedasSociétéEuropéenne(SE) ExecutiveBoardandSupervisoryBoardinplacesinceJune2022 Startedwith350employeesonday1,nowat>500andgrowingeveryday GroundbreakingofleadplantinSalzgitteron7thJuly2022 Signed€3bnUmicoreJVinSeptember2022forcathodematerialproduction KeyvaluedriversforPowerCo Technology Industrialization Vertical Integration Energy StorageSystems Equipment TransitioningintotheEVworld–signficantscalingrequiredacrossbatteryindustry Globalbatterydemandismainlydrivenbymobility [GWh] 9x 0,371 3,267 2,981 CAGR %p.a. 27% 0,3490,0222021A Mobility 2030E 0,149 24% 7 StationaryStorageSystems VolkswagenGroupdemandforPowerCo 2025 240GWh Source:BloombergNEF Changingtheapproach–theUnifiedCell(UFC)allowsforspeed&agility CurrentApproachTheUnifiedCell Cellformatstaysthesame,whilethechemistryinsidedeterminesthecapabilities(rangeandchargingspeed) TheUnifiedCelldesignapproachensuresstandardizationofthebatteryandfitsin>80%ofVWGroupupcomingBEVs TheUnifiedCellhasastandardizedgeometrybutvariablechemistry Entry Costoptimum Inexpensivechemistry Volume Balanced costandperformance Mainstreamchemistry BestinClass Performanceoptimum High-endchemistryforhighperformance Varietyincellchemistry TheUnifiedCellhasclearadvantagesincludingasignificantcostbenefit TheUFC‘sfutureproofstandardizeddesign,coupledwithafullystandardizedproduction systemiskeytotakecompleteadvantageofeconomiesofscale FlexibilityinchemistryHighefficiencyHighestenergydensity ExcellentfastchargeperformanceSuperiorsafety Thestandardfactoryisakeyenablerforourindustrializationstrategy StandardBuildingColumnGrid Formaximumstandardizationandlanduse LeanLineDesign Productionlinesfollowvaluestreamconceptfrommixingtofilling FlexibleProductionFootpri