Is the decline in sales of power lithium-ion batteries all the fault of pure electric buses?

Is the decline in power lithium-ion battery sales all the fault of pure electric buses? The data released by the Zhenli Research Institute on July 13th, the number of power lithium-ion battery installed in the first half of this year, shows that in June, the total installed power battery 2.39, women , A month-on-month increase of 51.03% and a year-on-year increase of 26.19%, which is also the highest month-on-year increase this year. Although the battery power in June increased significantly month-on-month and year-on-year, from January to June, the total battery power dropped by 5.88% to 6.25GWh. Mo Ke, the chief analyst of True Lithium Research, told reporters that the installed capacity of power lithium-ion batteries in May was 158 million kWh. Affected by new energy policy adjustments and 30,000 kilometers, the installed capacity of power lithium-ion batteries in the first four months was relatively low. , Only 228 million kilowatt hours. The pure electric bus market is sluggish. Specifically, from the perspective of each vehicle segment, in addition to the important year-on-year increase of 199.07%, the pure electric special vehicle market, the 35.83% pure electric passenger car market, and the other three battery installations. All automobile markets have declined to varying degrees, especially in the pure electric passenger car market, which dropped by 61.54%. According to the real data research report lithium, from the perspective of different battery types, 6.25 small-scale projects, the total installed capacity of the ternary and manganese series batteries are 3.78, the total installed capacity of women, lithium iron phosphate is 2.38, The total installed capacity of women and lithium titanate is 90 MW. According to this report, the installed capacity of lithium iron phosphate batteries and lithium titanate batteries have increased faster: the total installed capacity of 1.12 in June was 2.38, and the total installed capacity of lithium iron phosphate batteries for women and women in the first half of this year was 87. MW, 90 MW of lithium titanate batteries occurred in June in the first half of this year. It is worth noting that on July 11, the my country Association of Automobile Manufacturers announced the data of June automobile production and sales. From January to June this year, the cumulative production and sales of new energy vehicles were 212,000 and 195,000, respectively, up 19.7% and 14.4% year-on-year. However, these data are still a long way from the realization of the annual target. According to the analysis of real lithium research, the industry has three judgments on the sales target of new energy vehicles this year. The second is a neutral forecast of 713,000; the third is an optimistic forecast of 800,000 vehicles. At the beginning of this year, Xu Yanhua, deputy secretary general of the my country Association of Automobile Manufacturers, optimistically predicted that my country's new energy vehicle sales will reach about 800,000 in 2017. On this basis, the real lithium research predicted the corresponding battery installation demand: cautiously forecast the total installed capacity of 28GWh, which is basically the same as the 27.7gwh in 2016. The neutral forecast is 30.2GWh, a year-on-year increase of nearly 10%. Today, the optimistic forecast reaches 3.39 billion kWh, a year-on-year increase of more than 20%. Judging from the above goals, even with cautious forecasts, the sales of new energy vehicles in the first half of this year will still be less than one-third of the annual target, and the installed capacity of power lithium-ion batteries will be less than one-fourth of the target. Previously, Foton's preliminary results showed that the company's net profit in the first half of the year fell by 30% year-on-year in the first half of 2017. The reason for the decline in performance. Beiqi Foton said that the important reason is the adjustment of new energy policies and the sales of 30,000 kilometers of new energy and pure electric vehicles. Did not meet expectations, the actual sales forecast for the second quarter, the original sales fell, affecting the overall profit. New energy vehicles told reporters that after the adjustment of the subsidy policy at the end of last year, the subsidy policy clearly stipulates that individual users must apply for a subsidy of 30,000 kilometers to accumulate mileage (except for special). New energy vehicles with unqualified mileage should apply for subsidy standards, which will affect many Automobile companies, thereby affecting the upstream power of lithium-ion batteries. However, Murko believes that with the upward momentum of the past two months, the possibility of a neutral forecast still exists. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.