What pressure power battery domestic enterprises face?

Source: 2020 - 03 - 23 and he hits: time power battery domestic enterprises face more and more closer to the moment of various pressure completely removing subsidies. Many international battery giant also started investing in the shopping center of China. Power battery industry competition intensified, enter the reshuffle. At the same time, the new auto mall scale continues to expand, and so did the demand for batteries. 'power battery industry market is large enough to follow the foreign capital enterprise, more and more fierce market competition, and the future is expected to break the dominance of domestic battery enterprise, industry can accommodate about five or six. 'honeycomb electric power technology co. , LTD. , general manager of Yang Hongxin recently in an interview with 'first financial daily' said. It is worth mentioning that honeycomb electric power company ( Honeycomb electric company predecessor is the Great Wall car power battery department) Company spun off from the Great Wall last year and became an independent company, is expected to be listed on independence in 2022. According to statistics, two years ago, the number of number of power battery enterprises reached 155, but by 2018, that number has fallen to 105. At present, the domestic power battery enterprise also faces the pressure of the downstream enterprises: on the one hand, the downstream automobile enterprises facing subsidies slope required battery price; In recent years, on the other hand, the upstream raw material prices also battery enterprise to bring the pressure. The United States, for example, car battery maker A123 in just three years from the IPO to bankrupt, this is largely because the battery cost remains high, and orders. 'raw materials prices are more reasonable, is falling, it also provides a very large space as a decline in the cost of the battery. '' for domestic battery company, is very important for the subsidies in 2019 and 2020. 'Yang Hongxin tells a reporter, power battery market change quickly, about 80% of the domestic power battery company no technical reserves, so some battery company die quickly. In addition, because of the influence of the subsidies, many power battery in 2018 corporate profits fell sharply. Therefore, the enterprise's strategic layout should be in the long run. Honeycomb from multiple scenarios for layout, hand in hand with the development of three generations of skill, is for the rapid change of market. True lithium research, according to data released the first quarter of ningde bally installation of lithium battery half of the country, well ahead of ranking the second and third byd HeGuoXuan high-tech, this year is expected to more clearly present profession concentration degree. That is to say, although power battery industry overcapacity, but the lack of high quality high production capacity, it also leads to many new cars enterprise present in short supply situation. In the first quarter of this year, Beijing new energy production and marketing a sharp drop in battery supply lag is the main reason. 'has been declining in recent years, the fund, but the high quality production capacity is still reluctant to invest. Small production line, a lot of no motor vehicles according to specifications, production capacity is poor. 'big companies are not willing to buy these small companies, because the old company wasn't worth it. 'Yang Hongxin said. In Yang Hongxin point of view, in the future, the era of ningde dominance will be broken. 'battery company to foreign investment in China now, which makes the entire profession competition more fully, is conducive to the healthy development of domestic battery company. 'Yang Hongxin tells a reporter, the entry of the foreign capital enterprise will close down backward production facilities more quickly. Due to domestic battery enterprises in a monopoly position, battery manufacturers and original equipment manufacturers involve voice problems, so the foreign companies to enter and conducive to original equipment manufacturers. 'domestic battery power battery company, the gap between China and South Korea is not in the research and development. Their chemical system, even the material is basically the same with that from abroad. But in terms of manufacturing in common, the foreign capital enterprise control system is very standard.