This year's winter, cold arrival……In the face of the background of the industry, the lead battery industry has declined sharply, but the production capacity still has the trend of expansion, coupled with several large-scale prices, and the industry is generally entered the situation of micro-profit and loss, with the new The rise of a round of price war, the industry has entered the cruel and winter, and will even last for several years.
At the beginning of this year, the Ministry of Industry and Information Technology issued 19 industrial industries to eliminate backward production capacity targets, including the capacity of 2 million yuan of lead storage batteries. On July 1st, "Lead Battery Industry Access Condition" is implemented, this document sets a large number of thresholds in selection, equipment automation, environmental protection, etc., intended to eliminate backward production capacity and prevent low levels of repeated construction.
The remediation of the industry has lowered the number of lead storage battery companies. The number of lead storage batteries has been compressed from about 3,000 in the rectification to 1,000 now, the future of future enterprises will be compressed to 300.
However, the reduction in the number of companies did not significantly change the current situation of overcapacity, and some companies reserved in the rectification action even began to expand against the trend.
As the industry giant, Tianneng Power (00819.HK) said in the Summit Forum in the New Energy Electric Vehicle Industry, the company's main strategy is accelerating expansion, laplament, and promotion in the second half of this year. Among them, the distribution network of the secondary market, this year's goal is 1,200, and the goal of next year is 1,500.
Car Lead Battery Battery Camel Shares (601311) It is expected that this year's output will reach 12 million yuan, while last year, this number is only 9.26 million kiloflight. According to reports, after investing nearly 1 billion yuan in the original production line, the camel shares will expand production capacity in Guangxi, Jilin.
Idi Xiaobo, director of the National Lead Acid Battery Standardization Technology Commission, pointed out that the expansion of the industry is not completely blind. Under the situation in which a lead battery industry is rectified, a large number of companies is forced to exit, but also the expansion of large enterprises is not only filling the market space, but also to seize market share. Of course, in the case where the current capacity has been severe, the actions of the big-tuning will undoubtedly make the entire industry in snow.
In order to seize the market, the price war in the lead battery market cannot be avoided. Since April this year, in order to pull sales, several big brands have been cut, then a large number of small and medium-sized enterprises are involved in it, the original price system is broken.
By the end of October, the price of the battery decreased significantly in the beginning of the year. Take the battery of 48 volts as an example, the first-line brand is about 360 yuan per group, and the second-three line brand is 300 yuan. At the beginning of the year, the first-line brand can be sold to about 460 yuan, and the second and third line brands can also sell nearly 400 yuan, and the current price has dropped around 20%.
Jiangsu Suzhong Electric Battery Technology Development Co., Ltd. President Shen Wei reported that the price of lead storage batteries is still lower than the cost price, and there is a chaotic market. Enterprises are cutting meat,“The fat cut time is longer, and it is slim.”. He said that the current outstanding problem is not enough to rectify, not only some of the enterprises that are not rejuvenated, but also some underground black workshops are also producing, they are unlicensed, tax evasion, and the market has caused a lot. Impact.
The secret King of Camel Shares said that if the market is strictly in accordance with the "lead battery industry access conditions", it must be good news for the Camel Shares, but some places are not enough.
Reida Futures Research Institute Xie Jizhen said that the stress of lead battery companies in the second half of the year is still very large. Do not rule out that due to excessive stock, lead battery leading enterprises start a new round of price war in order to seize market share.
Yi Xiaobo pointed out that due to the low price of product, the entire industry is almost losses. The lead battery industry that has experienced a decade is likely to be sluggish, and even“cold”For the other five years, face real“Severe winter”.
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