Financial subsidies 'Weaning' is approaching, how to get in the lithium market?

Författare: Iflowpower – Leverantör av bärbar kraftverk

After more than a dozen years of development, the lithium battery industry has already provided a market size. Financial subsidies are completely exited is an inevitable trend. After "Weaning", domestic lithium-producing companies will be in the world's industrial competition.

At that time, can it compete with foreign countries, especially Japan-Korea companies, not in the wind? Developing new energy vehicles is a centralized reflection of the implementation of the concept of new development, and is the only way to move from the auto big country to the auto power. After more than ten years of careful cultivation, my country's new energy automobile industry has achieved remarkable results, production and sales, and the first world's first, technology innovation is in the world and even leads the leading position, and a batch of vehicle and power lithium battery backbone. , Industrial development prospects.

However, the future is bright, the road is twisted. my country's new energy car can achieve such a rapid development situation, but also benefit from the market potential of the industry itself, but also benefit from the national and local subsidy policies. "With the rapid rise in the market, the cost of new energy vehicles gradually decline, the application advantage is gradually displayed, and the conditions with 2020 financial subsidies exited.

"In the previous National Committee of the Chinese People's Political Consultative Conference, the relevant members put forward the statement. Financial subsidy, if you really have to cancel it, how to go forward after "Weaned"? The "Kan" that is completely exited is too steep, how to break? In the first half of 2018, my country's new energy automotive production and sales volume, all of which occupied half-Wanjiang Mountain in the global market. The public new energy vehicle has more than 20 million units.

It is 10 times that of the national planning setting of 2020, and the excess of the new round of production is being formed. However, subsidies exit or will lead to a sudden drop of new energy vehicles, thereby transmitting to the lithium industry. "After the financial subsidies are completely exited, the annual new energy car market sales may rise 50% every year, falling to 40%.

Will this 'caca' will be too steep? Su Bo, deputy director of the Economic Commission, the Ministry of Industry and Information Technology, Suibo, proposed this issue. Therefore, it should be stabilized to handle new energy car investment and excess development. In this regard, Liu Wei, deputy director of the Ministry of Finance, pointed out that subsidy policies will continue to adhere to the relevant departments to adhere to the policy orientation of "supporting", fully listening to and absorbing the advice of the industry and experts, adjusting the improvement of subsidies technical standards, and leaves the company In the transition period; at the same time, according to the design of the subsidy policy, refer to the relevant experience of new energy vehicles in the United States, Germany, etc.

, and continuously improve other relevant policies and measures; in addition, promote the breakdown of local protection and create a unified market. The central government passes the prize policy, guiding the place to purchase subsidies into support charging infrastructure construction and operations, new energy vehicles, and effectively optimize new energy vehicles. Decisive promotion is the main trend of the Lithium-Industrial Industry, under the guidance of national support and support, good vehicles, batteries, parts supply, low-end vehicles, and components are greater than seeking, and the advantage of the fittest trend is very obvious.

The securities market is a national economic barometer. From this year, the lithium plate index can see the view of the capital market on the future market. From the beginning of this year, the lithium-ion battery index fell by more than 30%, the decline is large; and the market is worried about next year Policies, expect risks to decline, therefore, investors have cautious attitudes in the fourth quarter of this year and in the first quarter of next year.

Wang Chuanfu has suggested, clearly subsidizing the sagging time node and requirements. The uncertainty and temporary changes of policies, which is not conducive to the steady development of the industry. Due to the factors such as the declaration link, verification procedures and mileage requirements, the current payment time of the country, the local complement is greatly extended.

According to data, the third quarter of 2018 The battery industry achieved over 20% year-on-year, up to 6% from the previous month, and important incremental contributions originated from the battery sector and equipment sector, up 48% and 43%, respectively. In the third quarter of 2018, the overall realization of return to net profit was 23% year-on-year, and 15% is lowered. The price decline is affected, the cobalt sector, the lithium plate has a large decline in the ring.

In the third quarter of 2018, the industry gross profit margin was 28%, down 3% from the second quarter, down 3% year-on-year. Battery, equipment, materials, etc. The market performance exceeds market performance, good batteries and key material equipment still can't supply it, so "highlighting" is the trend of the development of the lithium industry.

CATL Zeng Qun pointed out that "developing new energy cars is the only way we will travel from the car big country. We must consider, where the 'strong country' meaning. First of all, we must continue to improve, maintain advanced levels.

Second, it is to take into account the production of different levels, but must do a good job of ordinary cars, but also high-end cars. In the future, electric cars and intelligence, automatic driving tightly. Occupational electric vehicle system is high, it is an important push for us to achieve the dream of car.

"Analysis found that the market is relatively high for high-niostrian ternary batteries. The subsidy policy is expected to further prefer high energy density, high-decline, and the market is higher than how to guarantee safety conditions, and the current high nickel is the expected technical route for this problem. The next generation after high nickel may be a lithium-rich manganese material, solid state battery.

At present, the market is waiting for the 2019 subsidy policy to land. It is reported that the 2019 subsidy is expected to drop by 30% to 40%. After more than a dozen years of development, the lithium battery industry has already provided a market size.

Financial subsidies are completely exited is an inevitable trend. After "Weaning", domestic lithium-producing companies will be in the world's industrial competition. At that time, can it compete with foreign countries, especially Japan-Korea companies, not in the wind? Wait and see.

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