Epidemic prevention and control battery, and the car enterprise is delayedOn the one hand, in order to prevent the dissemination of new crown viruses, it has extended the Spring Festival holiday throughout the country: Hubei Province in Hubei Province, Hubei Province, is extended to February 13th; Jiangsu, Zhejiang, Guangdong, Henan, Anhui, Zhejiang, More than 20 provinces and cities such as Hunan, Shaanxi, Sichuan, Beijing, Shanghai, Tianjin also extended the date of completion from February 9th, which has also enabled the production of multi-live battery production this year. Battery China Network has previously statistics, Jiangsu, Zhejiang, Guangdong, Henan and other provinces are mainly aggregated in my country's powered battery project, and these provinces have no delay in the date of completion this year. The date of discontinuation is growing, and when the epidemic prevention and control has ended, the influence of subsequent production is not effective.
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From the perspective of power battery demand, it affects the production of power battery loading * Direct or new energy vehicle enterprises. Affected by new crown viral epidemics, major cars in the country have also delayed the start-up date. Basically, they have completed after February 9, which will not contribute new installed volumes during this period.
The epidemic situation is severe car market demand to fall into the freezing point
On the other hand, not only the production is affected, but the consumer end of the car will enter the freezing point. In 2019, due to the economic downtown, the new energy vehicle financial subsidy slide, and the factors such as the price reduction sales of the national five emissions models, my country's new energy vehicle sales completed 12.06,000 units, down 4.0% year-on-year, new energy auto market also entered adjustment Expect. And the epidemic causes the car to almost fall into stagnation. Xu Hiyi, chairman of Beiqi Group, said in an interview, "It is expected that this epidemic will have further impact on the car market that was originally in a difficult period, affecting the production and sales volume of the year. Zhu Huarong, President of Chang'an Auto, believes that from the current situation, the short-term influence on the car is high, and the annual influence is not large. However, Zhu Huirong also said, "But if (affected by the epidemic) is suspended for more than one month, it is estimated that the economic impact is huge, the consumption is weakened, and the car market will decline from last year."
It is still difficult to judge the duration of the epidemic, so when the car market is not easy to judge, the actual demand in short-term power battery is also limited.
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"Dressing" in the beginning of 2019 will not reproduce
In addition, it is worth noting that the 2020 new energy vehicle financial subsidy policy changes. In 2019, the new energy vehicle financial subsidies were announced in late March, and many new energy vehicles at each time were grabbed before the new subsidy policy was introduced, so it also made the first quarter of 2019 power battery installed. The amount has maintained high growth. However, in January this year, the Ministry of Industry and Information Technology has clearly stated that this year's new energy car financial subsidies will not slide a lot, and the new energy car in the beginning of 2019 will not reproduce, and the power battery will not have demand concentrated, lost this. A stimulator will also restrict the demand for power battery this year.
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However, the impact of this "Black Swan" incident is only temporary, staged. It is worth noting that due to the influence of the Spring Festival holiday factor, the amount of power battery is relatively low due to the influence of the Spring Festival holiday factors. For example, the power battery installed in the first quarter of 2018 is 4.36GWH, accounting for 7.66% of the annual installed capacity; the power battery installed in the first year is about 20% of the annual installed capacity. At present, the trend of developing new energy vehicles is very clear from domestic or global, with the end of the new crown virus, the market demand and production of new energy vehicles and power batteries will gradually recover and maintain steady growth. .
The article said, in addition, China's power grid transformation is not in the construction speed of the solar power plant and wind farm, causing a lot of energy waste. At the same time, China's manufacturers are like most manufacturers in the world, and they feel the slowdown in the growth of hedge global energy demand, which is increasingly urgently needed to reduce costs and improve efficiency. Although there is the above obstacles, technological innovation should help China's manufacturers have improved productivity, saving consumers. According to the report of the McKinsey Global Research Institute, by 2035, the article said that such cost savings, but also depends on the adoption of new technologies, but also depends on whether policy makers and enterprises can adapt to the new environment, but * important It depends on China.
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