Chapter 126 Technological Dividends Released by Scientific and Technological Progress
Lu An went out to receive them personally and took everyone to the company's VIP reception room for talks.
The manufacturers that came were all potential customers of Metaverse Intelligent Control's solid-state lattice battery business. Lu An talked with everyone for about 20 minutes, and then took everyone to the site to see the solid-state lattice battery production line.
About ten minutes later, Lu An and everyone sat down to talk again in a vacated conference room in the company.
Lu An is the youngest person among everyone present.
However, after the previous meeting and discussion in the reception room, everyone saw Lu An's ease, and now no one will look down upon him, let alone treat him as a young man who is not experienced in the world.
The leader of the Energy Bureau looked at Lu An and said methodically: "This year is a critical year for the rapid decline of domestic new energy costs. The price of photovoltaic modules has dropped from 10 yuan/watt in 2012 to 7.4 yuan/watt. The domestic production rate of wind power equipment has exceeded 90%, which has promoted the simultaneous reduction of unit costs." According to data from the General Institute, the cost ratio of photovoltaics dropped by 11.5%, and the cost of wind power dropped by 9.03%.”
The other party continued: “Comrade Lu An, you must also know that the 13th Five-Year Plan has clearly planned the development goals of renewable energy. This year, the scale of new investment in renewable energy around the world is close to 300 billion US dollars, and my country’s clean energy investment has reached about 35% of the world.
Nearly 700 billion yuan, of which wind and photovoltaic investment accounts for more than 530 billion yuan. 》
Lu An can certainly hear the underlying meaning of these words.
The implication is, Comrade Lu An, you see, with such a large investment scale, the demand for energy storage batteries is huge. If you look at the vice presidents of the major manufacturers attending the meeting, they all plan to purchase solid-state lattice batteries from Metaverse Intelligent Control.
This year is also a critical year for the rapid decline of domestic new energy costs. Comrade Lu An, please don’t charge too much for solid-state batteries.
The fact that the Energy Bureau has led a team to negotiate and brought together such a luxurious industry lineup already shows that this matter has been instructed by the bosses above. Otherwise, no department would have such great ability to assemble such a luxurious lineup.
The country is obviously actively promoting the commercial use of solid-state lattice batteries, and Metaverse has a monopoly on the most advanced battery technology and is the exclusive supplier.
In this case, Lu An would not ask for too much profit, either rationally or rationally.
Signing contracts with these companies present basically means that in the future domestic wind and photovoltaic power generation bases, only Metaverse and others will be the only ones in the field of energy storage batteries, and Metaverse will occupy more than 80% of the industry market share.
Finally, Lu An looked around at the crowd and said bluntly: "When doing business with foreigners, the solid-state lattice battery business requires a 100% profit margin. Without this price, I will not do this business with them. Selling things to foreigners is expensive. Who makes their skills inferior to others, so they have to pay this money, whether they want to buy it or not."
Everyone attending the meeting couldn't help but look at each other.
Lu An suddenly changed the topic, looked at the attendees and smiled and said: "However, all the business representatives here are our own family members.
Naturally, there is a difference between internal and external. In the domestic wind and solar power industry, Metaverse Intelligent Control only needs a 30% profit margin for its energy storage battery modules. 」
When the people present heard this, they thought it was true even if Lu An said it was just a statement. When he said the 30% profit rate, everyone quickly made a calculation in their minds based on this figure.
For a typical wind and solar base, if 10% of capacity is allocated for 2 hours of energy storage, traditional energy storage batteries account for about 2.5% to 3% of the total investment cost. If 20% of energy storage is allocated according to the policy requirements, the proportion can reach about 5% to 6%.
The latest policy mandates that new wind and solar projects in the northwest region must be equipped with 10% to 20% energy storage.
· When those present were watching the solid-state lattice battery production line, Lu An also informed the cost of the battery. If a 30% profit margin is added, for a wind and solar base project that uses solid-state lattice batteries as energy storage modules, the investment in battery energy storage will account for about 15% of the total cost.
Judging from paper data, the cost of battery energy storage modules in wind and solar power generation bases has roughly doubled according to the prescribed 20% energy storage standard.
But the actual calculation is definitely not like this, because compared with traditional energy storage batteries, the energy density of solid-state lattice batteries has increased by more than 600%.
Compared with the 6% cost of traditional energy storage batteries, the total actual cost has dropped by -58%, which is only 2.5%.
The increased energy density of solid-state lattice batteries means that more "junk electricity" can be turned into "high-quality electricity" at the same scale. The situation is quite different.
Because wind energy and solar energy are often used immediately, they cannot be stored on a large scale.
For example, in photovoltaic power generation, the duration of sunshine every day is constant. If it is not converted into electricity and stored, it will be wasted. The same is true for wind power generation.
Unlike hydropower generation, wind and solar power generation can intercept water through dams and then store the energy in the form of gravitational potential energy. During peak power consumption periods, more gates are opened and more hydroelectric motors are started to generate electricity. Vice versa, fewer gates and generators are opened.
But wind and solar energy cannot be used. The rotation of the earth and sunlight are not changed by human will, and wind energy cannot be controlled by humans. Therefore, we cannot rely on natural conditions to store energy, so we can only rely on energy storage batteries.
· The unit price of solid-state lattice batteries is indeed higher than that of traditional energy storage batteries, but more "waste electricity" can be converted into "high-quality electricity",
· This means that more electricity bills can be earned to offset the increased cost of solid-state lattice batteries.
And solid-state batteries have another technical bonus, that is, their service life is fully three times longer than that of similar products.
The technical dividends brought by the improved performance can significantly reduce the overall cost again. Traditional energy storage batteries need to be replaced three times to match the solid-state lattice battery once, so the cost of traditional energy storage batteries is significantly reduced by more than half.
After comprehensive conversion, the actual proportion is only 1% to 1.25%. This is the technological dividend released by technological progress.
It can be seen that even if solid-state lattice batteries account for 15% of the total investment, for the major wind and photovoltaic power station operators present, not only will they not lose money, but they will also boost their performance and profit margins.
It's just that the initial investment scale has become larger, but as long as you can earn more in the end, there is no problem.
After knowing what was going on, the bosses present secretly breathed a sigh of relief.
The current industry average profit rate in the battery energy storage sector is around 12%. Luan wants to take 30% of the profit rate, which is +150% higher than the profit level of its peers. However, the bosses present have clearly figured out the calculations and are obviously able to accept it.
After all, I am not losing money, but I am also making money. The company has an exclusive monopoly on technology, so there is nothing wrong with making high profits.
If you were a foreigner, the profit rate would not be 30%, but 100%. From the cases of Lu An’s dealings with foreign businessmen in the past few years, everyone felt that this young man could really do it.
The bosses present actually knew that Lu An could give a profit rate of 30%, and most likely due to the above factors, he had to give him this face.
It is true. The support given to Metaverse Intelligent Control from above is strong and real. This time, it can be regarded as objectively helping Metaverse Intelligent Control to attract almost all major customers in the entire wind and photovoltaic power station industry in China. Metaverse Intelligent Control will immediately have a new performance growth point.
After a while, the CEO of Jinfeng Technology, a private enterprise present at the meeting, looked at Lu An and said, "Mr. Lu, is the reliability and stability of your company's solid-state lattice batteries reliable?"
Hearing this, Lu An smiled and said calmly: "How should I put it, we need to look back ten years later to know the final answer, but I can't go to the future world to see the results ten years later, and then come back to tell you the answer."
Lu An looked around at the CEOs present and added: "I can only tell you that the Xiaoyuan robot that our company launched in October last year uses a 1000Wh/kg solid-state lattice battery."
The CEOs here looked at each other, and then nodded to themselves.
Obviously, what Lu An means is that the terminal products of my company use this battery. If we use it if it is unreliable, wouldn’t we be damaging our own brand?
Since he dares to use it, it at least shows that Lu An himself is confident in solid-state lattice batteries.
Thinking about this aspect, people present thought that the concerns about the stability and reliability of solid-state lattice batteries would not only disappear, but also be greatly reduced.
No matter what you do, risks exist to some extent, and the difference is between big and small issues.
Next, Lu An continued to talk with the bosses present for more than half an hour, and reached an intention to cooperate. Then they reached a consensus on cooperation that day and confirmed that the cooperation agreement would be formally signed a week later.
Lu An knew from the beginning that there must be substantial progress today. After all, the Energy Bureau took the lead in bringing such a luxurious industry lineup.
This year's wind and photovoltaic power station investment project across the country has an investment scale of 530 billion yuan. The energy storage battery uses solid-state lattice batteries from Metaverse Intelligent Control, becoming the first commercial order with a total value of 70 billion yuan.
Of course, this 70 billion is a total value contract list. In fact, dozens of specific contracts need to be signed, individually with the major manufacturers present. Each manufacturer has to sign several contracts and agreements.