With the increasing sales of new energy vehicles year by year, the installed capacity of power batteries in my country is also climbing rapidly.
From 2017 to 2021, the installed capacity will increase from 36.4GWh to 154.5GWh, but the number of power battery companies that have been equipped with vehicles has been reduced from 102 to 58.
The concentration of the power battery industry is increasing year by year, and the leading position of CATL (300750.SZ) is difficult to shake for a while. The second echelon of battery manufacturers seeks to expand market share, and expansion of production has become a common choice under the current situation. manpower needs and competition for talent.
General workers\
Introduce 1 newcomer with a thousand yuan award,
Recruit more and walk more
Wang Hu (pseudonym), an ordinary operator of a large lithium battery factory, has recently been busy posting the factory's general worker recruitment announcement on local forums and post bars, and has attached his own WeChat account.
"Every time I recommend a person to successfully join the job, I can get 1,000 yuan, and the recommended person also has a 1,500 yuan entry bonus." Wang Hu told the Red Star Capital Bureau, "The candidate can join the job the next day after passing the interview and physical examination. Live, earn a minimum net income of more than 6,000 yuan per month, and work mainly responsible for watching machines, pressing buttons, and testing products.
The Red Star Capital Bureau learned that the lithium battery production process is divided into three sections: pole piece production, cell production, and battery assembly.
The first two sections are currently almost completed by automated production lines, and only part of the transfer and debugging equipment has manual participation, which is what Wang Hu said to look at the machine and press the button.
The last section requires a lot of manpower. At present, most domestic battery manufacturers use labor-based module production lines. One production line requires at least 50 labors for twenty or thirty processes.
"In good health, you can read and write 26 English letters, and you can do simple calculations. If you stay in the factory and work overtime for the New Year, all bonuses and red envelopes can add up to a monthly income of more than 10,000 yuan." Wang Hu told the Red Star Capital Bureau, even so, ordinary workers The turnover rate of the company is still increasing year by year. The main reason is that the major lithium battery factories are short of personnel, and the small and medium-sized factories have increased their salaries.
The Red Star Capital Bureau learned that the comprehensive income of general workers in the Ningde era is 5,000-7,000 yuan, the AVIC lithium battery is 6,000-8,500 yuan, and the Tianhui New Energy lithium battery is more than 9,000 yuan.
"Many battery factories are located in the same area, and the salary is all meals, housing, five insurances and one housing fund. The job content is the same, and the monthly income is higher than 1,000 yuan. It is very attractive. We recruit more and go more."
headhunter\
you dig me I dig you
The treatment is "rolled up"
Technical and senior management talents in the lithium battery industry have always been a scarce resource, and a number of specialized battery talent recruitment websites have emerged for this purpose.
Zhang Han (pseudonym), a headhunter who has been in the industry for 3 years, told the Red Star Capital Bureau that in recent years, the number of recruitment positions in major lithium battery companies has soared, especially for technical and management positions, which almost double every year.
Taking Tianneng Battery as an example, from 2018 to 2021, the company posted 175, 256, 648, and 1078 jobs on its entire network.
"All companies want senior talents." This is what Zhang Han wants to complain about the most, "This year you dig me, next year I will dig you, the salary of talents will rise like a rocket. Lithium battery pack engineer, BMS electronic engineer, process engineer , battery cell R&D engineers and other popular technical positions, with an annual salary of 200,000-300,000 yuan. For some 'urgently sought' positions, in addition to salary interviews, there may also be equity incentives."
"How can there be so many familiars? Compared with large factories such as the Ningde era, small and medium-sized enterprises can only attract talents by increasing their salary, but when encountering top talents, large factories can offer better treatment." A headhunter revealed that a large factory gave A senior power battery cell designer offered three times the salary of small and medium-sized enterprises.
Headhunters will also pay attention to recent graduates of well-known colleges and related majors, and they can start poaching after 1-2 years of work.
Materials science, inorganic chemistry, organic chemistry, physics, surface, interface, thermodynamics, kinetics, engineering machinery processing, and electronic circuit technology are all areas of focus.
In addition, lithium battery companies are also expanding their overseas footprints. In recent years, the demand for language, import and export policy and logistics personnel has also continued to grow.
background\
Material price increase + car companies urging goods
Power battery lifts the tide of production expansion
According to the data of the China Automotive Power Battery Industry Innovation Alliance, the total installed capacity of power batteries in my country in 2021 will be 154.5GWh, a year-on-year increase of 142.8%.
Five of the top 10 power battery companies in the world are Chinese companies.
The concentration of the power battery industry has also increased year by year. According to the data of the Advanced Industrial Research Institute (GGII), from 2017 to 2021, the number of power battery companies that have achieved vehicle loading has been reduced from 102 to 58, ranking the top 10 companies. The proportion of loading volume increased from 82.8% to 92.2%.
At the same time, the domestic power battery raw materials continued the rally in 2021.
On February 25, according to the data of Shanghai Steel Federation, the average price of battery-grade lithium carbonate per ton was 475,000 yuan; the average price of metal lithium was 2.65 million yuan per ton.
The prices of battery-grade lithium hydroxide and ternary materials also continued to rise.
The latest quotation of battery-grade lithium hydroxide by Shanghai Oujin Industrial Co., Ltd. is 420,000 yuan per ton.
There are raw material price hikes on the top, vehicle companies on the bottom urging delivery, and battery manufacturers seeking to expand market share, all of which have prompted battery companies to expand production.
CATL has announced a production expansion plan, and its production capacity will reach 600-700GWh in 2025; Guoxuan Hi-Tech (002074. SZ) has a production capacity planning target of 300GWh in 2025; Zhongxin Aviation has mass-produced and is building more than 100GWh of battery capacity by 2025 The annual planned production capacity will exceed 500GWh; the 2025 global capacity planning target of Honeycomb Energy will be increased to 600GWh.
According to incomplete statistics, by 2025, the planned production capacity of local lithium battery enterprises in my country has exceeded 3TWh.
In line with the expansion of production, power battery companies are still financing.
In August 2021, Ningde Times announced that the existing funds cannot fully meet the needs of future business development, and the proposed fundraising will not exceed 58.2 billion yuan.
China Innovation Airlines has completed equity financing of 12 billion yuan in 2021 alone, with a post-investment valuation of 60 billion yuan.
These funds, in turn, will provide sufficient "ammunition" for the robbery war.
An industry insider told the Red Star Capital Bureau that it is expected that for a long time, the growth of power battery talents will not keep up with the rapid expansion of the industry demand, and the salary will also rise.
Chengdu Business Daily-Red Star News reporter Wu Danruo