The hottest power battery industry will change in

2022-10-02
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In 2018, the power battery industry will change.

Jian Rui Wo Neng resumed trading on April 2 and continued to promote major asset restructuring. It is reported that Jianrui passenger car enterprises are also willing to pay a brand premium for high-quality batteries. The underlying asset of this restructuring is Altura Mining Limited, a company listed on the Australian Stock Exchange

as early as November 2016, Jianrui voneng has become the largest shareholder of Australian Altura mining, and Altura mining is expected to sell lithium concentrate for the first time in the second quarter of 2018. Jianrui voneng said that this move could reduce the lithium carbonate procurement cost of its subsidiary watmar power battery business

from the M & A targets disclosed by jianruivoneng this time, we can vaguely smell the future development trend of the power battery industry, and the industrial mergers and acquisitions to master the right to speak will be more frequent

as we all know, China's new energy vehicle industry is a policy driven industry. With the latest subsidy policies issued by the four ministries and commissions before the Spring Festival this year, it marks the early decline of domestic new energy subsidies, and also means that the power battery industry will change from 2018

according to the analysis of insiders, it can be used for force measurement experiments such as stretching, tightening, bending, shearing, peeling and tearing of materials. The new subsidy policy further raises the subsidy threshold and lowers the subsidy standard at the same time. However, for pure electric passenger vehicles with high endurance mileage, the standard is not reduced but increased, and the subsidy standard for fuel batteries remains stable, indicating that the policy orientation has changed from "inclusive" to "preferential". Therefore, the new deal has put forward higher requirements for the technological capacity, manufacturing level and capital reserves of enterprises. The trend of the market gathering to the leading will continue, and the second and third tier enterprises will be more and more difficult to survive

according to the statistical data of relevant industry institutions, many products are defective at this time, even just beyond the warranty period, or because of low value or service, it is difficult to find. In 2016, there were 109 power battery manufacturers in China, but by 2017, there were only 80 of the original 109, which means that 29 enterprises closed down in 2017. Fang Jianhua, partner and President of the new energy vehicle venture capital sub fund of the national scientific and Technological Achievements Transformation Fund, once said that by 2020, there will be only 10 to 20 power battery enterprises left

however, the future will not be easy for leading power battery enterprises. In 2017, due to the adjustment of subsidy policies, car enterprises transmitted pressure to the whole industrial chain, and the price of power batteries was forced to decline, but the price of upstream raw materials lithium carbonate and cobalt hovered at a high level, which led to the phenomenon of "squeezing at both ends" of battery enterprises, which had a certain impact on their profits

therefore, for battery enterprises, you are welcome to pay attention to our industry. Reducing operational risks through industrial chain layout has become the choice of many enterprises. BYD, the industry leader, invested and established a joint venture with salt lake group and Shenzhen zhuoyucheng at the end of 2016 to start the construction of 30000 ton lithium carbonate project. In addition, lithium battery enterprises such as Xingneng group, CITIC Guoan and Ganfeng lithium have also controlled or begun to set foot in lithium resources, and upstream resources have become a battleground for strategists

in 2018, the subsidy policy shift and industrial pattern differentiation will set the tone for the development of the power battery industry in the next few years. It can be predicted that in the great change of the industry reshuffle, mergers and acquisitions between upstream and downstream industries will become more frequent in the future

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