Since 2019, there have been frequent accidents, and the problem of endurance, and the residual value is too low. The power battery industry of the new energy car is accelerating the shuffle. Most companies face the cost of cost, price drop, demand, financing, and difficult to pay."Our industry, lithium battery, electric cars are facing unprecedented difficulties." Professor Peking University, the Chairman of the Battery "Davos" Academic Committee, Host Luo's current new energy in the 7th China (Changzhou Jintan) battery Industrial International Summit Forum (ABEC 2019) is said. It is worth mentioning that the main responsibility of the forum is under the time of subsidy era, the road to the high-quality development of the new energy battery industry.
Status: Enter the depth scrap
"The new energy automobile industry is not dare, we have now transformed to do Huawei suppliers." A supplier who made sheet metal industries said to the International Financial News reporter that he originally made Watma power battery. The outer box, but because of Watma's capital chain crisis, more than two thousand goods will not be returned, and the end of last year is almost closed.
This phenomenon is not an example. The Secretary-General of the Battery "Davos" Organizing Committee, the Secretary-General of Zhongguancun New Battery Technology Innovation Alliance said in the forum, according to its understanding, currently in my country's power battery, there are more than 80 manufacturers, which can be truly Realize the amount of only 40 installed, and TOP 10 companies occupy more than 80% of the market share. Some domestic power battery companies have started recalling the 3C battery sector or the transfer of listed companies or contraction investments or direct regular returns to the energy storage industry.
It is reported that in 2013, there were only more than 40 power battery companies in my country, and it was basically transformed from 3C lithium batteries. After that, due to the concentrated outbreak of the new energy automobile industry, the policy support, according to statistics, the 2015 and 2016 movement battery enterprise investment layout reached * peak, then more than 200 powered battery companies were more than 200. This means that from 2016, more than 60% of power battery companies are eliminated.
In fact, some powerful batteries that are transformed from 3C lithium batteries have not reached the manufacturing and safety standards of the "Car Rules". Yang Hong, the general manager of Honeycomb Energy, the monomer capacity of the vehicle battery is about 20 times the traditional battery, and the string is 10 times the traditional battery, and the complex work condition and harsh environment of the vehicle application are combined. The safety factor and consistency require a higher requirements, and the strict level is more than 200 times more of the traditional batteries.
China Securities Network News, the Ministry of Environmental Protection will be issued in the "Water Pollution Management Task Program" in Industrial Cluster Area, requiring hard measures to implement "Water Ten" tasks. The provincial and above industrial agglomeration areas that have not completed the task have been suspended for approval and approval of the construction projects that increase water pollutant emissions, and shall revoke the qualifications of the park. It is proposed that the local governments and park management agencies in the industrial agglomeration are required to complete the "Water Ten" requirements as the local governments and park management agencies of the responsible subject; the responsible departments of each led should increase scheduling and information The public is open; the environmental protection department of all levels organizes the relevant departments to go to the site supervision; the Ministry of Environmental Protection will increase the supervision of supervision with relevant ministries.
Therefore, although the number of China's power battery companies is more, the industry is generally presented in a state of "small scatter" and extensive production capacity. Therefore, as my country's power battery industry gradually moves toward maturity, the bad consequences of blind expansion began to appear: "Small Scattered" Enterprises began to be shocked, locate high-energy density, high-performance power batteries such as Ningde Times, BYD occupied The status of the market is absolutely dominated.
In this regard, in the Qinggao said that as the "heart" of the new energy vehicle has opened a new round of depth shuffle.
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