Juno New Energy’s “Supply Chain Long March”: How a battery pack navigates the chip shortage and lithium price volatility
time：2026-09-02
The chip shortage in 2021, the lithium price surge in 2022, and the geopolitical shock in 2023-over the past few years, the global supply chain has undergone unprecedented stress tests. In this test, many battery companies stopped production due to the supply of raw materials, suffered losses due to soaring costs, and defaulted due to the interruption of logistics. However, Dongguan Juneng New Energy Technology Co., Ltd., an enterprise that has been deeply engaged in the field of lithium battery PACK for nearly ten years, has crossed the storm and even increased against the trend with a set of "tough supply chain" system. Its experience may provide a "survival guide" for manufacturing industry ".
Strategic Preparation: find certainty in uncertainty. The supply chain team that gathers energy for new energy is not the executor of "looking at single purchase", but the planner of "Predicting risks. They signed a long-term framework agreement with the upstream electric core factory to lock in the capacity quota of 6-12 months; Establish a safety inventory of 2-3 months for key materials such as BMS chips, connectors and structural adhesives; for raw materials with sharp price fluctuations (such as lithium salt, cobalt and nickel), futures hedging and hedging transactions are adopted to smooth the cost curve. In lithium carbonate 2022, when the price soared from 50000 yuan/ton to 600000 yuan/ton, the cost increase of energy-gathering new energy was controlled at one third of the industry average level due to the early price lock.
Dual-source strategy: Do not put eggs in one basket. Gather the core materials of new energy and certify at least two qualified suppliers-one main supply and one standby. In the field of cell, we also cooperate with head enterprises such as Ningde era, BYD, Guoxuan Gaoke, and Yiwei Lithium Energy. In the field of BMS chips, we also reserve TI, ST, NXP and domestic alternatives. In the field of connectors, at the same time, it purchases Tyco, amferno and domestic brands. This "dual-source or even multi-source" strategy, when a chip of an international brand was discontinued in 2021, enabled the gathering of new energy sources.Quickly switch to the standby solution without affecting any order delivery.
Domestic substitution: from "passive response" to "active layout". The localization rate of new energy sources increased from 60% in 2020 to 85% in 2024. This is not a simple cost-driven, but a strategic choice-the performance of domestic BMS chips has been compared with that of imported products, and the price has been reduced by 30%; The weather resistance of domestic structural adhesive has been verified, the response speed of the supply chain was shortened from 8 weeks to 2 weeks; The plug-in life of domestic connectors exceeded international standards, and the cost performance was remarkable. More importantly, Localization reduces geopolitical risks and makes the delivery of overseas orders for new energy sources more stable.
Regional Layout: make production capacity close to customers. Gather Energy new energy in the Yangtze River Delta, Pearl River Delta, Chengdu and Chongqing regional warehouse layout, commonly used spare parts can reach the customer site within 24 hours. For overseas customers, set up front warehouses in Europe, Holland and Los Angeles in North America to shorten the delivery cycle and reduce logistics costs. A European customer requires delivery within 72 hours in an emergency order. The new energy can be delivered directly from the front warehouse and delivered on time, winning the long-term trust of the customer.
Digital Transparency: make the supply chain "visible". The supply chain management system that gathers energy and new energy resources is connected with ERP of core suppliers in real time, and the inventory, capacity and delivery information are clear at a glance. When the capacity of a supplier fluctuates, the system alerts 30 days in advance, and the procurement team can start the alternative solution. This kind of "digital transparency" changes the supply chain from "black box" to "white box", and increases the risk response speed by more than 50%.
when the global supply chain changes from "efficiency first" to "resilience first", energy gathering new energy ten years of practice have proved that the supply chain is not a cost center, but a Competitiveness Center. Behind a storm-crossing battery pack is a cycle-crossing supply chain system.
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