Industrial rectification activates lead-acid battery segments

2022/04/08

  Author :Iflowpower – Portable Power Station Supplier

In the last period, the lead-acid battery sector trend is significantly stronger than the market. Camel shares (601311), Shengyang Shares (002580) such a small tray new stock will be fierce, and the stock shares (600482) and other medium shares are also putting up. Market people believe that listed companies in this industry will benefit from national industrial rectification, and the stock price performance should not be completed.

The blood lead exceeded the standard incident enclosing the industrial rectification of the blood-lead extra-standard incident in the spring Zhejiang, Guangdong and other provinces, causing the market, especially environmental protection deposits, contamination of lead-acid battery industry. With the introduction of some policies, lead-acid battery pack stocks from May to June, all waves fall out of the market. However, the market thinking quickly changes.

Multiple brokerage research reports believe that industrial adjustment will bring new opportunities to listed companies. In a long time, the elimination of small and medium-sized companies will lead to further new industries, and the relevant scale companies have a positive, including: Sail shares, Shengyang Shares, Nandu Power (300068) and Camel Shares. Wang Jingzhong, Vice Chairman of my country's Battery Industry Association, said that with the increase in automobile penetration rate and electric bicycle, the demand for lead-acid battery is increased.

10 years ago, the output value of the industry is only about 10 billion yuan. As demand continues to increase, in 2010, the output of lead-acid batteries has reached 140 million kiloflight, and the output value jumps to about 100 billion yuan. The big company will occupy many people in the market that lead-acid batteries represent backward technologies, and the application prospects are not wide.

However, Chen Gao, a professor of the Department of Chemistry, Xiamen University, said that the lead-acid battery is currently a very mature technology, accounting for 70% of all battery market share. If you leave the lead-acid battery, our life will not be imagined. According to Wang Jingzhong, there are currently 2,000 lead-acid battery manufacturers in my country, but the output value of 5 million yuan is only 200, and the remaining 1800 SMEs, some have no production license, some have licenses.

It is also difficult to achieve the standard of cleaning production. Pollution is important from these small companies. At the same time, the lead-acid battery recycling industry has nearly 40 billion yuan a year, 80% flows to the non-regular small company.

This industrial rectification, if it is in place, Wang Jingzhong said that 90% of the lead-acid battery industry will face the waistline and industrial concentration will greatly improve. Wang Liang, general manager of Shenzhen Taihe Investment, revealed that the price of lead-acid batteries has increased by 40% this year. It is due to the increase in prices due to lead-acid batteries encountered unprecedented rectification, production drama.

Battery price increases to intend to expect Long-term attention to the industry's Bohai Investment Analyst Qin Hong believes that the current industry turning point gradually formed. In addition, the price of lead-acid battery products has increased, and it is also a good expectation to the market. Since the end of June, the lead-acid battery price has soared, and it is generally 10% to 30%.

Some high-end products have even rose 40%. Standardizing the production of leading companies will have increased from market share and product prices. In addition, the lead price of battery raw materials has dropped from 18,000 yuan / ton at the beginning of the year to 15,000 yuan / ton, which makes the cost decline, so the lead-acid battery industry has ushered in spring.

Qin Hong said that strict treatment of lead pollution is great to listed companies. Because these listed companies are leading leadership, such as camel shares, sail shares, their production and operation comparison, will therefore get greater market share. Only from electric bicycles, lead-acid batteries are important for power lithium ion batteries in the electric bicycle field, and account for more than 95% market share.

According to the battery cost of each bicycle 350 yuan, the average annual market capacity of the new electric bicycle market battery is about 10 billion yuan, and the battery replacement market is 24.5 billion yuan. Therefore, from the prospects of the industry development, the current rising in lead-acid battery sector should not only rebound, but also high line.

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