New energy car subsidies new deal, how is the impact of major powered lithium-ion batteries?

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Furnizor centrală portabilă

As the state emphasizes the continuous improvement and more and more policy support of the new energy automotive industry, my country's new energy automobile market has been described as sharp forward. Data show that from January to December 2017, my country's new energy automotive production and sales reached 794,000, 7.77 million, up 68.

5% and 56.8%, respectively. At the same time, this is also the third year of my country's new energy vehicle production and sales.

The rapid development of the new energy automotive industry in the current situation of the dynamic lithium-ion battery industry also promotes the synergy development of the dynamic lithium-ion battery company. It is understood that in 2017, my country's new energy vehicle power lithium-ion battery installed total power consumption was 36.24 GWH, which rose by 29.

4% year-on-year. And this year's dynamic lithium-ion battery head-up machine is still continuing, in May, the country's total 60 car bushing machine total power consumption is about 4.5GWH, which is 213% year-on-year.

The pilot lithium-ion battery company before the loader is about 3.83GWH, accounting for 85% of the overall. Among them, Ningde Times ranked first in 1963.

38mWh, the market accounts for approximately 43.6%, and the second BYD is 542.53mWh, and the market accounts for approximately 12.

06%. Yi Qi lithium can live in 329.83mWh, the market accounts for about 7.

33%. Nowadays, the domestic dynamic lithium-ion battery market presents a large feature. The market share of Ningde Times has increased rapidly, and it has far more than 3 times more than "old brother" BYD.

Company shuffling plus. With the official implementation of new energy car subsidies, the energy density of the power lithium-ion battery and the improved mileage requirements of the new energy vehicle, there have been more than 2,000 models that have not been subsidized, and the driving force Lithium-ion battery companies, pressure will increase. The strong is stronger in the formal end of the subsidy transition period, the Ningde Times is successfully listed in the Shenzhen Exchange.

As of June 30, its market value reached 1.5 million, exceeding 13 million market values ​​in BYD. In addition, Ningde Times is still open foreign markets, while supplying power lithium-ion batteries for many mainstream car companies such as BMW, Volkswagen, Nissan, and is very considerable.

"The old big brother" BYD faces such a strong opponent, also adjusts its powerful lithium-ion battery marketing strategy: power lithium-ion battery export, will be available for market all car companies. At present, BYD has announced the news of the new dynamic lithium-ion battery factory in Qinghai, and negotiated with the Great Wall, Beiqi, Guangqi and other car companies, and many companies express their cooperation with them. However, BYD's pressure did not decrease, there is a "oppression" of Ningde Times, there are hundreds of millions of lithium energy, Fu Can technology, etc.

The market environment is extremely severe. In addition, this guidance of policies, Yixi Lithium and Guoxuan Society and other companies have also launched the layout, focusing on the research and development of dynamic lithium-ion battery core technology, also continues to be large. Small and medium-sized companies trapped as yields and subsidies, the domestic dynamic lithium-ion battery industry has already produced excessive production.

According to statistics, in 2017, my country's powered lithium-ion battery output exceeded 200GWH, but the overall utilization rate was only 40%. In addition, the relevant supporting company has also dropped around more than 100 in 2015, one-third of the company has been eliminated. In the face of structural output, there is a huge funding pressure.

Many SMEs will fall into the low-end product positioning low-end, and the yield utilization is insufficient and the funds are difficult to return. Among them, Waterma is representative, the company has publicly recognized the expected situation, and the reason is that its subsidy estimate of the policy is insufficient, showing the phenomenon of water and soil, now in the edge of life and death. After 2020, the Washing Increased Industry and Information Department said that after 2020, the new energy car subsidies will surveillance, since then, domestic power lithium-ion battery companies will lose policy subsidies, positive to meet the challenges of foreign competitors.

From the current perspective, in addition to the Ningde Times and BYD and other strikers, most of the small and medium-sized companies in China are fear of marginalization and even go to bankruptcy. At that time, the powerful lithium-ion battery company will be greatly accelerated.