The hottest power battery has broad prospects and

  • Detail

Since 2016, China's power battery industry has developed rapidly, but due to the direct driving force of its development - the new energy vehicle industry has entered the period of policy adjustment, China's power battery industry will face more challenges. The prospect will change to 3.1 spectral analysis - the use of spectroscopy to confirm the structure and chemical composition of materials will be broader. The market capital has been moved by the wind, and has focused on these listed companies with good development prospects and potential. The power battery industry is expected to become the next investment hotspot

on December 30, 2016, the four ministries and commissions issued the notice on adjusting the financial subsidy policy for the promotion and application of new energy vehicles, which means that the new energy vehicles and their upstream battery industry will enter a stage of substantive improvement focusing on the technical level and product quality. While welcoming development opportunities, power batteries are facing problems such as the urgent need to digest excess capacity, improve manufacturing processes, strengthen product research and development, and increase industrial chain cooperation

the industry is expected to become a hot spot for investment

China's power battery industry has a large number, and many enterprises have successfully listed in the A-share market. Through the financial reports of Listed Companies in the third quarter of 2016, it can be found that under the environment of the sluggish performance of related companies in the traditional cyclical industry, the overall performance of the new energy vehicle sector is improving, driving the power battery industry to rise one after another. The market capital has been moved by the wind, and has focused on these listed companies with good development prospects and potential. The power battery industry is expected to become the next investment hotspot

in the first three quarters, lithium battery manufacturers, especially power lithium battery manufacturers, continued to expand their production scale, benefiting from the upgrading of the new energy vehicle industry and the increased demand for localization. The listed company Zhengye technology lithium battery testing equipment business grew rapidly, driving the rapid growth of the company's performance

according to the latest news, AVIC lithium battery also ranked among the top ten global power battery manufacturers in the first half of 2016, thanks to the extraordinary progress in the field of electric buses. At the same time, as a listed company with military background, AVIC lithium battery has also made achievements in aircraft, submarines and other projects

previously, the Ministry of industry and information technology released the enterprise directory of the standard conditions for the automotive power battery industry (the fourth batch), and listed companies such as Chengdu Aircraft integration, Yiwei lithium energy and smart energy were successfully shortlisted. According to the regulations, from May 1 this year, new energy vehicle enterprises will not be able to receive corresponding subsidies once they use batteries that have not entered the catalogue. In the future, according to the person in charge of the independent Panyu inspection and Quarantine Bureau, power battery enterprises led by R & D will grasp more opportunities and gradually lay a solid foundation in the new energy vehicle industry

domestic batteries welcome opportunities

due to the continuous impact of the Samsung battery explosion, the hidden troubles of Korean batteries gradually surfaced. Some domestic automobile manufacturers have begun to change suppliers in a low-key manner, and some models have been discontinued. The domestic battery industry has gradually become the primary consideration of automobile manufacturers. Due to the dual consideration of cost control and replacement time, automobile enterprises will naturally start the second and third suppliers to deal with the battery shortage

recently, the Ministry of industry and information technology released the 291st batch of announcement on road motor vehicle manufacturers and products. In this announcement, the Ministry of industry and information technology also released the catalogue of recommended models for the promotion and application of new energy vehicles (batch 5). Although it seems to be a normal catalogue of new energy vehicles, many sharp eyed people have found some small problems. Because just before the announcement was released, the Ministry of industry and information technology had briefly released another draft of the recommended catalogue, in which there were 498 models, but they were deleted shortly after the announcement

After comparing the two versions of the catalogue of recommended models for the promotion and application of new energy vehicles (the fifth batch), some insiders believe that the root cause of the removal of the five new energy vehicles from the recommended catalogue is likely to be the battery problem. It is worth noting that from the list of enterprises that comply with the specifications for automotive power battery industry published by the Ministry of industry and information technology, including foreign battery manufacturers such as Panasonic in Japan, Samsung in South Korea and LG Chemical, which we are very familiar with, have not been able to enter the directory. This is an opportunity for the domestic battery industry

CICC predicts that the industrial chain has entered a substantial and market-oriented development stage, and there is an upward inflection point between lithium battery sales and policy expectations

the competition is more severe

this kind of experimental machine is the mainstream product of today's all-round data experimental machine

the government has carried out a series of strict specifications for the new energy vehicle and battery industry. These include the opinions on the industrial specification conditions for the comprehensive utilization of waste power batteries of new energy vehicles, the Interim Measures for the administration of the announcement of industrial specifications for the comprehensive utilization of waste power batteries of new energy vehicles, the supplementary notice on the industrial specification conditions of automotive power batteries, the draft for comments on the industrial specification conditions of automotive power batteries (2017), and the industrial specification conditions of automotive power batteries (2017). Under many management rules, most battery enterprises will be rejected, and will lead to car enterprises to change battery suppliers

for the battery industry, the impact is not only the increasingly harsh management, with overcurrent, overvoltage, overspeed, overload and other protective device systems, but also the gradually relaxed battery manufacturing market has increased the competition among enterprises

since January 1, 2017, with the lifting of the ban on the application of ternary lithium batteries in passenger cars, the trend of their continuous and substantial increase in proportion is irreversible. Recently, a series of policies have also laid the foundation for the promotion of ternary batteries in passenger cars. In addition, non fast charging pure electric buses will be subsidized according to the energy density of their battery system. These changes will encourage manufacturers to adopt batteries with higher energy density. Ternary batteries will be more popular than lithium iron phosphate batteries whose energy density is close to the ceiling. At the same time, the opening up of ternary batteries also means that more types of batteries are allowed to enter the market. For example, new batteries such as lithium titanate batteries advocated by Gree chairman Dong Mingzhu and Yinlong company may be accepted by more car companies

in addition, the catalogue for the guidance of foreign investment industries has liberalized more restrictions on foreign investment access in the automotive sector and new energy vehicle batteries

Wang Binggang, a distinguished expert of the 863 Program of the Ministry of science and technology for major science and technology projects of electric vehicles, once told the media that lifting the restrictions on the access of foreign capital to new energy vehicle batteries is in line with the overall national strategic policy of opening up to the outside world, and the industry needs to be fully competitive. Blindly protecting policies cannot cultivate competitive independent brand enterprises

become bigger and stronger and become a way out

the new energy vehicle market has always been expanding, and the power battery industry undoubtedly has huge prospects and interests. According to relevant data, as of 2016, there have been more than 100 power battery enterprises in China. Due to the excessive concentration of production capacity, a number of new entrants and enterprises with poor product quality are about to be eliminated. Some insiders pointed out that the domestic power battery industry has the hidden worry of insufficient research and development of high-end products. The fundamental reason lies in the lag of independent research and development technology. In addition, the supply of production lines is insufficient. In order to seize the huge market, many enterprises do not hesitate to blindly expand production lines and ignore technology research and development

under the heavy pressure of capital shortage, declining subsidies and raising the threshold of industrial policies, many small and medium-sized power battery enterprises will seek a way out through mergers and acquisitions. Recently, Ningde Times New Energy Technology Co., Ltd. and Dongfeng Motor Corporation officially signed a strategic framework agreement. The two sides will jointly build a cooperation platform in the field of new energy vehicle industry to form a mutually supportive, complementary, coordinated development, mutually beneficial and win-win cooperation situation

in September 2016, watmar innovation alliance and China FAW Group signed a cooperation agreement at the "China New Energy Vehicle Industry Summit Forum", and the two sides decided to cooperate in the field of pure electric logistics vehicles. In March 2016, Hefei GuoXuan subscribed for the newly increased registered capital of BAIC new energy with its own funds, participated in BAIC new energy, and built Qingdao Laixi power battery factory, cooperating with BAIC's 150000 vehicle project in Qingdao Laixi

according to the industry analysis of China's power battery market and the investment feasibility study report in, reviewing the development of China's power battery industry, the traditional manufacturing process can no longer meet the current many requirements of consumers for the safety of new energy vehicles, the decentralized order mode is also detrimental to centralized production, and intelligent and automated production lines are increasingly becoming the development trend of the power battery industry in the future

insiders predict that in 2017, power battery enterprises will strive to find their "small partners" to compete together, whether in technology, market layout, or business model

Copyright © 2011 JIN SHI