Since May last year, the lead-acid battery rectification has been strict, most companies are shut down, and companies that come up to date are still very small. Under normal circumstances, the battery supply on the market will also be significantly reduced, but the actual situation is not the case.
Obviously, the progress of the national rectification of lead-acid batteries is not as expected to escape the small and medium-sized, small micro-lead-acid battery manufacturers, and even the disorderly expansion of the workshop, which will even make lead-acid. Before the market environment of the battery is again returned, this is obviously not conducive to the need to invest huge environmental protection cost investment, especially for lead-acid batteries listed companies, because this means that the larger scale, The higher the cost of environmental governance needs to be investing.
It is understood that there are more than 2,000 lead-acid batteries in China, while the registered enterprises are only 779, and these are large-scale companies, and the rest are small businesses or small workshops. At present, these small businesses and small workshops do not undertake environmental protection costs, and they are drilling tax vulnerabilities, because of their existence, the lead-acid battery industry has been in a state of scattering, chaotic, poor. With the rise of lead-acid battery prices, under the driving of market interests, from September, these minor lead-acid batteries produce companies, workshops, start transfer“underground”Production, but is the reproduction of these capacity, the increase in production, so that since September, the nation 's tension demand in the national lead-acid battery has been greatly alleviated.
With the introduction of "lead-acid battery industry access conditions", it will greatly improve the environmental protection of lead-acid batteries, and the huge environmental protection investment required for this threshold For the current small and medium-sized, small micro-lead-acid battery manufacturers. It is unable to cross, China's lead-acid battery capacity will also shut down a lot due to this threshold, and large and medium-sized enterprises will become an integration of industry because they have strong capital power into environmental management. The integration of these industries It will also benefit from the improvement of industry concentration.
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