The power battery industry will begin to change in 2018-battery-

by:Power Kingdom     2021-04-26
As we all know, China’s new energy automobile industry is a policy-driven industry. With the latest subsidy policies issued by the four ministries and commissions before the Spring Festival this year, this marks the early decline of domestic new energy subsidies and also means that the power battery industry will begin to emerge in 2018. Change. Industry insiders analyzed that the new subsidy policy has further raised the subsidy threshold and lowered the subsidy standard. However, the standard for pure electric passenger vehicles with high mileage has not fallen but has risen, and the fuel cell subsidy standard has also remained stable. 'Inclusiveness' has been changed to 'Preferred'. Therefore, the New Deal puts forward higher requirements on the technological capabilities, manufacturing level, and capital reserves of enterprises. The trend of market gathering to the leading players will continue, and second- and third-tier enterprises will find it increasingly difficult to survive. Statistics from the True Lithium Research show that in 2016, there were 109 power battery manufacturers in my country, but by 2017 there were only 80 remaining 109, which means that 29 companies closed down in 2017. Fang Jianhua, partner and president of the National Science and Technology Achievement Transformation Fund New Energy Automobile Venture Capital Sub-fund, once said that by 2020, there will only be 10 to 20 power battery companies left. However, the future will not sit back and relax with leading power battery companies. In 2017, due to the adjustment of subsidy policies, auto companies transmitted pressure to the entire industry chain, and the price of power batteries was forced to drop. However, the prices of upstream raw materials lithium carbonate and cobalt were hovering at high levels, resulting in a 'two-sided squeeze' of battery companies Phenomenon, which has a certain impact on its profitability. Therefore, for battery companies, it has become the choice of many companies to reduce operational risks through the layout of the industrial chain. Industry leader BYD established a joint venture with Salt Lake Group and Shenzhen Zhuoyucheng at the end of 2016 to start the construction of a 30,000-ton lithium carbonate project. In addition, lithium battery companies such as Xingneng Group, CITIC Guoan, and Ganfeng Lithium have also controlled or begun to set foot in lithium resources, and upstream resources have become a battleground for the military. In 2018, the shift in subsidy policies and the differentiation of the industrial pattern will set the tone for the development of the power battery industry in the next few years. It is foreseeable that in the major changes in the industry, mergers and acquisitions between upstream and downstream of the industry will become more frequent in the future.
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