Last Friday night, Lombard fell, such as the early days of the number of times, the price of waste lead market was hysteresis; on July 22nd, Guangdong reduced lead reports 13,000-13200 yuan / ton. Data show, July 24th, Jinsha goods sources are reported in 15150 yuan / ton, the southern, Haokou Mountain lead reports 15,000 yuan / ton, Tianma leads 14940 yuan / ton; the willingness of lead and enterprises in Yunnan has risen, and continue today Daily is around 14750 yuan / ton. Since February this year, the lead price is a decline in the road, which has dropped from average price of 15,800 yuan / ton to July less than 15,000 yuan / ton. The lead ingot accounts for about 75% of the cost of lead storage battery, and the sharp drop in lead ingot is largely reduced by battery cost, and the battery price lacks urgent power.
Be“From Zhejiang, after several rounds of environmental protection, the production capacity of large brands is expanded or adjusted, but the SMEs have been difficult.”Yao Lingchun said. According to the Shanghai Phoenix Electric Vehicle Market, Gu Youjun said that since the peak season, the sales of electric vehicles have fallen a lot, he is currently supervising the war, visit. Another company, General Manager, General Manager of Macao Electric Vehicle Sales Company, said that this year's electric vehicle market is declining, the corresponding major components - lead battery sales are definitely affected, Akma's strategic cooperative supplier - Chaowen battery inside people reflect, We did not raise prices, and individual dealers raised 5-10 yuan may be that the regional market is tight or modeling.
Since July, the rumor of lead storage batteries has been rampant, and the market rumor of the super-price market has not received the market. According to the inner people in Chaowei, the inventory digestive strategy begins in April, the product price is slightly dropped.“The market decided price, who raised prices, who would be uncomfortable, who will be eaten immediately, so everyone does not dare to rash.”Yao Lingchun, secretary general of Zhejiang Lead Battery Industry Association, said.
The number announced by the Ministry of Industry and Information Technology, from January to May 2012, my country's battery industry completed the output value of industrial sales growth by 18.5% year-on-year, with a cumulative production and sales rate of 97.37%, and the accumulated export delivery value decreased by 0.13%. In May, in May, the output value of the battery industry has increased by 26.42% year-on-year, and the production and sales rate is 97.48%, and the export delivery value increased by 14.69% year-on-year. In January-May, the accumulation of lead storage batteries increased by 17.6% year-on-year; the cumulative production of alkaline batteries fell by 19.1% year-on-year; the accumulated production of lithium ion batteries fell by 14.8% year-on-year; the cumulative production of the original battery decreased by 6% year-on-year. Liu Yanlong, secretary-general of China Chemistry and Physical Power Industry Association, said in Tianjin that the overall situation of the lead battery industry is not optimistic. On the one hand, the growth of automotive production and sales is slow. On the other hand, the product expansion is increased, and there is further October this year. The possibility of price cuts, the third is the contradiction between the market supply and demand, and the corporate funds are not relaxed. At this time, the manufacturer often takes the strategy of a misery and decline in the funds, and urges the dealer to return.
It is reported that the announcements and management methods of "lead-acid battery access conditions" have been developed. It is expected that the launch at the end of July, the conditions will especially emphasize to strictly control new projects, need to set up 20,50 for existing, new and commodity plate production enterprises And the 3,000 kVAH's production threshold, and will ask the company from the many aspects of process equipment, environmental protection, occupational health, energy saving and recycling. From this perspective, the lead battery has a price increase, because the backward production capacity elimination also leads to nothing to start, and the big brand market will undoubtedly benefit.
The comprehensive manufacturer's news can be seen that after the early reorganization, some large companies in China have expanded the market share and have increased increasing new projects. Following the sail shares, Lifan Shares vote after the expansion of lead-acid battery projects, another leader——Henan Chaowei also started 9 million kVAH new large-capacity lead battery projects. But at the head of Guotai Junan New Energy Industry, analyst Hou Wentao seems that the lead battery is still a industrial capacity industry, whether the repeated capacity expansion can be digested, depending on the downstream automotive manufacturing industry and electric bicycle and other markets, but There is a chance in the UPS power supply, mining battery products, communication base station power supply and other segmentation industries.
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