Core Insights - The article emphasizes the importance of precision temperature control in the lithium battery industry as it transitions into the TWh era, highlighting its potential to significantly reduce energy costs and improve operational efficiency [1][6][7]. Industry Overview - The lithium battery industry in China has officially entered the TWh era, with production reaching 1.2 TWh in the first three quarters of this year, surpassing the total output expected for 2024. It is projected that shipments of power batteries will exceed 1 TWh for the first time this year, with energy storage expected to double [1]. - Energy consumption costs in large-scale manufacturing have become a core pain point for the industry, necessitating a shift towards energy-saving measures [2]. Company Positioning - Yudian Temperature Control Technology has transitioned from being a "precision temperature control expert" to a "system energy-saving solution provider" within the year [3]. - The company has integrated its temperature control technology into the entire lithium battery production process, developing tailored solutions for each step, such as the vacuum high-temperature drying process [7][11]. Technological Advancements - Yudian's temperature control devices have improved in precision, with the average control temperature stability now within ±1°C, which can lead to significant savings in energy costs and enhanced product yield [13]. - The company has launched the AI-8XXX series multi-loop precision temperature controllers, which support up to 8 temperature control channels, significantly higher than the industry standard of 4 channels [12]. Market Dynamics - The focus of competition in the industry is shifting from price to value, with precision temperature control technology becoming a key lever for this transformation [6][7]. - Yudian has made significant inroads with second and third-tier battery manufacturers, who are increasingly seeking collaboration and proposing technical solutions [15]. Quality and Production Capacity - Yudian has provided 114,000 temperature controllers to a leading lithium battery manufacturer from 2020 to October 2025, with a remarkably low return rate of 0.08% [16]. - The company has established a new modern production facility of over 50,000 square meters, with an annual production capacity planned to reach 10 million units, ensuring robust strategic support [22]. Strategic Vision - Yudian aims to evolve beyond being a single temperature controller supplier, aspiring to integrate temperature control, energy consumption, and production into a cohesive strategy for the future [28]. - The company has been recognized as a key "little giant" enterprise in the specialized and innovative sector, marking a significant achievement in the temperature control field [27].
精密温控再进阶:宇电撬动锂电TWh时代节能增效新支点
高工锂电·2025-12-08 09:44