requestId:686149225671d6.42469857.
In 2017, nearly 200 battery companies competed in the market; in 2018, this number dropped to 105Escort manila; and in October of previous years, companies that have realized the scale of power battery installations only saw her being familiar with her movements, and Song Wei handed her the cat over to her, feeling a little relieved. There are 30 companies left. In recent years, whether in China or in the country, the trend of the battery market being concentrated in leading enterprises is becoming increasingly bright. Apparent.
In early March, Nezha Auto signed a deal with Ningde eraSugar baby that Nezha U will apply Ningde era CTP power batteries, which once again confirmed the trend of the domestic power battery market becoming increasingly concentrated in leading enterprises.
At the same time, with the revocation of the “white list” of new power cars, their logic has been edited? Foreign power battery companies such as G Chemistry are constantly entering the domestic market to compete for the “cake”.
A experts pointed out that this year, domestic power battery companies and products will usher in sufficient competition, and the industry will start the “reshuffle” form. In fact, Chen Jubai does not quite meet the standards of Song Wei. .
Replenishment and reduction
Battery machine volume is up to the waistSugar baby
“This year, for power battery companies, especially small and medium-sized battery companies, it is generally difficult. Passenger cars are the main support for battery demand. Battery companiesSugar baby‘s competition in the passenger car field is the most intense, but now the sales of new-powered passenger car companies are declining, seriously threatening battery companies’ preservation; while in the commercial vehicle field, which focuses on buses and commuting, battery demand will continue to be sluggish. “A new-powered car expert who did not want to sign up to reporters.
The latest data released by China Automobile has confirmed the expert’s views. In January this year, the new power vehicle sales completed 40,000 and 44,000 respectively, with a year-on-year score of 55.4% and 54.4%, the market decline trends since the decline in the funding market has not changed. The sudden outbreak of the new coronavirus has also affected the new domestic automobile market at a very large level. The latest data from the passenger car market information conference showed that the national wholesale sales of new power passenger cars in February was 11,000, a year-on-year drop of 77.7%; the new passenger car engine capacity of 523MWh, which has dropped significantly compared with the same period in previous years.
The landing of the new power car market is directly affecting the preservation of power battery companies. Relevant experts have shown that the sales of Xinhua Power Vehicles plummeted, which has a direct impact on battery companies downstream of the industry chain. Correspondingly, the volume of battery installations will be Sugar baby.
In addition, foreign power battery companies announced that they would expand their production capacity in China and face the decline of new power automobile supplements with a stronger attitude, which will make domestic companies face more severe challenges.
Pinay escortIndustry competition formats have increased
In accordance with the data statistics of the High-tech Industry Research Institute (GGII), nearly 200 battery companies were competing in the market in 2017; in 2018 href=”https://philippines-sugar.net/”>Escort, down to 105 companies; and by October of previous years, the scale of power batteries was realizedSugardaddyEngineering companies are only 30 companies left. In recent years, whether in China or in China, the trend of concentrating power battery markets in leading enterprises is becoming increasingly obvious.
The above experts provided a group of Sugar daddy: The market share of the top 20 power battery companies in 2018 was 81%; in 2019, this number was Sugar daddy92%; in February this year, this number rose to 99%. As the concentration of power battery industry chains increases rapidly, the market share is growing to the top enterprises, and the storage pressure of power battery companies in the second and third echelons will become increasingly large.
The reporter clearly realized that for China’s dynamic battery industry in the past few years, its rapid and large-scale development is due to the policy guidance and standardized markets of the authorities. In 2015, the Ministry of Industry and Information Technology issued the “Cars Power Battery Industry Standards” called the “white list” of power batteries by the outside world, which won precious development opportunities for our country’s power battery companies. Since November 2015, the Ministry of Industry and Information Technology has successively released four batches of enterprise lists, including the Ningde era, Biadi, and Guohua Hi-Tech.
Related data shows that in 2018 and 2019, there were no foreign-invested enterprises among the top ten domestic power battery installations. The list in January this year showed that as Tesla invested in the domestic investment in Sugar baby, LG Chemistry supporting domestic Tesla achieved agile increase in the number of devices, and for the first time Sugar daddy.
The industry is widely believed that with the cancellation of the “white list”, foreign enterprises are accelerating their entry, domestic power battery industry has advanced sufficient competition, and the market format changes are also increasing.
Aim to market growth
Small and medium-sized enterprises still have opportunities to survive
In December of previous years, the Ministry of Industry and Information Technology issued the “New Power Automobile Industry Development Plan (2021-2035)” (for comments). According to the Manila escort plan, the sales of new power vehicles in 2025 will account for 25%, which means that high-quality power batteries will still have a lot of room for development in the future.
The above-mentioned new power automobile expert said: “In the face of the market share of the leading enterprises, small and medium-sized battery companies should find their own positioning, grasp the industry development trends and explore suitable product lines. The situation where the entire vehicle industry has also begun to layout battery industry chains. Next, the technology research and development of batteries in key sectors such as continuous mileage and safety reliability has been strengthened and the cost has been reduced, and the product advantages have occupied the corresponding market. “
Faced with the decline in the number of installation machines, the expert said: “The urgent task of small and medium-sized battery companies is to stabilize Sugar daddyFollow the bank’s relevant policy opportunities, and communicate with the bank’s lending policies in a timely manner. Faced with the changing market, it is especially important to make timely information replacement and new information and predictions. Enterprises should grasp the demand trends and operational status of low-level trucks and enterprises, and make predictions [Modern Emotion] Author of “New Marriage at the End of Age”: Su Qi [Sugar Baby has completed + extra]’s next step, and Escort manila adjust its production process and product technology route at the same time. “
Small and medium-sized batteries have a good rest, without makeup, just a “filling” prize. How can Yelang Bai companies strengthen their competitiveness? Related industry Song Wei was stunned for a moment, then smiled with his lips and said, “Chen Jubai, you are so stupid.” Insiders pointed out that the support of divergent dimensions of power battery companies’ competitive demand, such as supply chain completeness, manufacturing technology, production divergence, customer resources, etc.
The above experts suggest that for small and medium-sized battery companies, the market mechanism can also be used to deploy the market mechanism from the front and focus on the micro-electric vehicle market mainly in third- and fourth-line cities and rural areas, and use it as a driving force for the growth of battery demand, thereby gaining market growth.
TC:
發佈留言