Small and medium-sized power battery enterprisesHarbornetic Power Battery Eccoding Outline in the Technological and Cost Advantages, combined with subsidies, will lead to some local power battery companies to face a more severe challenge, and even some large power battery companies are difficult to "alone."
Yao Jie, deputy secretary-general of the China Automotive Industry Association, said in an interview with the first financial reporter that a new energy vehicle of a pure electric electric vehicle is from "three power systems" such as power batteries. Since multinational companies have a certain technical advantage, the resilience caused by the resurface of the subsidy * direct pressure, the feelings of local small and medium-sized enterprises will be more obvious.
According to the data released by SNeResearch, the global power battery installed in September 2019 was 10GWH, which decreased by 10.5% compared with the same period last year, but LG chemistry, Samsung SDI and SKI showed a year-on-year growth, an increase of 69.2%, 37.9% and 33.7, respectively. %. In addition, the number of power battery enterprises outside the top 10 has nearly 50% decline, and local small and medium-sized power battery companies have increased significantly.
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The Secretary-General of Zhongguancun New Battery Technology Innovation Alliance said that in the past few years, due to the impact of subsidy policies, foreign powered battery companies are difficult to open the Chinese market, and domestic policy dividends have led to a large increase in local power battery companies, China There is a nearly 150 power battery companies in the market.
"We estimate that there are about 80 companies that are still in the domestic power battery market, only 40 of which can truly implement the installed volume, and the industry TOP10 has occupied nearly 80% of the installed installation, which is compared to the peak period of the industry. There are nearly 60% of the enterprises to be eliminated. "Yu Qingjiao said.
In the rectification, it is necessary to pay attention to efficiency, but also guarantee quality, real results, but also to block combination, and the symptoms of specimens. At the same time, it is necessary to be in depth, we must do a good job in the ideological guidance of enterprises and the masses, and expand the common ideological basis for protecting ecology. The third is that supervising the responsibility cannot be relaxed. The leaders of the slide should be further strengthened, and they dare to be more difficult, and the "consultation" is conducting the "consultation" on site. The consultation is concerned about the "consultation". A block "hard bones". The fourth is that special work is unable to slack off. The Coordination Work Leading Group Office should strengthen coordination, further effectively integrate all special groups, various counties, various parks, and departments.
However, Yang Hongxin, general manager of Honeycomb, believes that although foreign power battery companies have fierce, the hive and Great Wall car relations are close, and the demand for the main plant is more understanding, so the vehicle rules grade power battery tailored according to the vehicle needs workshop.
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