As the core of the new energy automobile industry chain, the power battery is still being chased by capital before the domestic market structure is yet clear. On June 16, a new energy research institute, Lithium Research, announced the installed capacity of power batteries in the first five months of this year. This year, a total of 73 power battery companies have installed capacity, but Ningde era, BYD and Guoxuan Hi-Tech three head companies The installed capacity accounts for 70% of the market, which means that the remaining 70 companies share a total of 30% of the market. This year, so many companies have realized the installation of power batteries, which is actually beyond the expectation of Mok, chief analyst of True Lithium Research. Previously, he believed that as the industry concentration became more and more obvious, the industry would have shuffled. Mok believes that the above data means that the desire of small and medium-sized battery factories to survive is very strong, and capital will not easily let the projects thrown out of the market, which adds uncertainty to the reshuffle.
Three head companies occupy 70% of the market. As early as last year, Mokke predicted that the battery industry will continue to shuffle this year, and the number of manufacturers will be reduced by about 30. In other words, the battery manufacturing company in the industry has been reduced from 89 last year to about 60. However, from the situation this year, the number of companies that have installed power batteries has broken the relevant forecasts of Mok. The installed capacity in the first five months of this year shows that a total of 73 battery core plants have been installed. The number of battery factories is difficult to decline, and industry concentration has been slowly climbing. Among the accumulated installed capacity in the first five months, Ningde era ranked 5.46GWh, accounting for 43.14%, ranking first; BYD ranked second with 2.55GWh, accounting for 20.10%; Guoxuan Hi-Tech ranked 803.76MWh, accounting for 6.35%. Ranked third. The total installed capacity of these three companies has almost reached 70% of the market, which means that the remaining 70 companies share a total of 30% of the market share. In the fierce competition, every company wants to find a place. Mok believes that this means that the desire of small and medium-sized battery factories to survive is very strong, and capital will not easily let the projects thrown out of the market. This also adds some uncertainty to the promotion of shuffling. Even for the head companies in the industry, the situation is different for each company. In addition, the Ningde era has entered the capital market, which is expected to become the highest stock market value of the GEM. BYD has its own expectations from the self-production and sales to the planned supply of batteries. However, as of now, the company is still mainly selling. The two companies in Ningde and BYD are relatively stable in the current domestic power battery market, but the competition for the third place is fierce. Although Guoxuan Hi-Tech's installed capacity in the first five months is still in third place, it is not much different from the latter companies.
The pure electric passenger car installed the largest amount for power battery manufacturers, this year June 12 is a watershed. The new new energy vehicle subsidy policy will be implemented from June 12. New energy vehicles with long cruising range will enjoy higher subsidies, while new energy vehicles with a range of 150 kilometers or less will be subsidized. The energy subsidy policy of downstream vehicles directly affects the upstream. Before the New Deal, many companies quickly put their batteries on the cars that meet the requirements. In the first five months of this year, China's electric vehicle market achieved a total installed capacity of 12.7GWh, an increase of about 200%. Among them, the pure electric passenger car installed the largest amount, 6.25GW, an increase of 118%. However, the champion of installed capacity growth is a pure electric bus, which ranked second with 4.54GWh, a surge of 1125.67%. From the understanding of Mokko, the core keywords of the New Deal are weight loss and cost reduction. Among them, the weight of weight loss is to increase the energy density of the battery system. In addition, the requirements of the New Deal for car companies have also increased significantly, car companies can not simply transfer work to the battery factory as before. The core of cost reduction is "both horses to run, but also horses to eat less grass." The essence is to reduce the cost of the vehicle and meet the technical requirements of rapid improvement. As a senior industry person, the development speed of power batteries this year is beyond the expectations of Mexico. This year's batch of new energy vehicle product announcements shows that most car companies and battery manufacturers can meet the technical requirements put forward by the New Deal. Previously, Mokke believed that many battery companies could not meet the requirements of the New Deal, and the industry reshuffle would follow. It is worth noting that the energy density of domestic power batteries is rapidly increasing, and the number of electric vehicles is increasing. At the same time, the safety of automobiles and batteries is getting more and more attention. People in the industry said that domestic electric vehicle accidents have also occurred from time to time, and the frequency of recent occurrences has felt more than two or three years.
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