Recently, four can be called the iconic events shocked the power battery industry, the “four sides to the wind†spawned eco-spheres are forming, to establish an ecosystem as the core of the industrial layout or kicked off, a sweeping power battery industry The new model is being born. Let's take a look at the related content with the car electronics editor.
A new model quietly "popular" in the power battery industry
First, Jinshajiang Venture Capital will spend 1 billion US dollars to purchase a total of 51% of AESC from Nissan;
Second, the Ningde era, the world's third-largest power battery manufacturer, has a valuation of 84 billion yuan in the latest round of private equity financing.
Third, BYD, the world's second largest power battery manufacturer in China, has officially split its battery business independently. Its lithium iron phosphate and ternary lithium battery for vehicles will be supplied to all car companies in the market.
Fourth, Shenzhen Waterma, which is the “luxury†of Jianrui Fire, has been rumored to be a thousand times in its performance. It has been questioned by the outside world that it is suspected of invisible related parties to manipulate huge orders. Waterma’s related party transactions have not yet been settled, and related transactions are model innovations. It is still illegal and the arguments are different.
In recent years, along with the explosive growth of new energy vehicles, various capitals have competed for the beach, and some have become the “into the cloud dragon†of the power battery industry, calling for the rain and driving the clouds; some have a speculative mentality of “fishing†"Where is the wind blowing, I will run wherever I go", becoming a "wind swept pig" that simply pursues profits. According to statistics, in 2015, the investment amount in the power battery segment alone exceeded 90 billion yuan. In terms of capacity expansion, as of the end of 2016, the new capacity of the power battery industry increased by nearly 35GWh compared with the same period, and the total amount was almost three times that of the whole year two years ago.
In 2016, the investment in the field of power batteries exceeded 100 billion yuan. The number of domestic power battery companies has also increased rapidly from 50 at the end of 2014 to 150 in 2016, an increase of nearly three times. Among the more than 100 new enterprises, there are traditional digital battery transformations, which are extended from the upstream and downstream, and also from different fields such as real estate, steel, fire protection, and home appliances. Most of these companies have the purpose of speculation to get rich quickly. There is not much technical strength, plagiarism, and shoddy. As a result, the chaos of small, scattered and chaotic industries has been further aggravated, resulting in low-end overcapacity. In addition, behind the appearance of the production capacity, blind expansion, low-cost competition and hard-to-cure places to protect the chronic diseases, the prosperity of the power battery industry, the huge bubble has intensified, and the hidden dangers have become increasingly prominent.
At the beginning of this year, Miao Wei, Minister of the Ministry of Industry and Information Technology, bluntly said at the 100-person meeting of electric vehicles. "The core technology of our power battery has not yet achieved a revolutionary breakthrough, and the performance needs to be greatly improved. The construction of charging infrastructure still needs to be accelerated." At the meeting, Miao Wei said that in the field of new energy buses and trucks, there have been structural surpluses, and the problem of insufficient high-end capacity of power batteries and overcapacity of low-end products has further intensified. "Not only that, but the key issues in the field of power batteries are the low level of technology and the lack of battery standards. At the same time, there are many problems such as low manufacturing yield, poor safety and high cost."
Some analysts said that overcapacity has become a "nuclear threat" in China's power battery industry, and it is increasingly showing a trend of generalization, seriousness and sustainability. Large-scale continuous overcapacity may trigger an industry crisis.
It is in this context that the "standard conditions for automotive power battery industry" (referred to as "standard conditions") is ready to come. It is reported that the "Regulations" have completed a number of rounds of solicitation and will be officially announced soon.
It is understood that the "Regulations" have raised the requirements for research and development and power battery performance. In a forum, Song Qiuling, deputy director of the Department of Economic Construction of the Ministry of Finance, said that “the new energy auto subsidy new policy†strengthens the support for power batteries. In passenger cars and special vehicles, The technical indicators of the power battery have been specially added, and the subsidy mode of the new energy bus has been adjusted to take the power battery as the core, the battery capacity and the battery performance as the standards, and more objectively reflect the production cost and technical level of the vehicle."
Some analysts believe that once the "standard conditions" are introduced, the shuffling model will be opened, and 80% of enterprises will not be able to escape the "life and death book", and the giant enterprises with high market share will usher in broad prospects. Relevant data also confirmed this judgment: in 2016, domestic power battery shipments reached 28GWh, an increase of 79% year-on-year. Among them, BYD, Ningde Times, Waterma and Guoxuan Hi-Tech Power Battery shipments were 7.4GWh and 6.7 respectively. GWh, 2.5GWh and 1.86GWh, only the four companies' shipments accounted for 66% of the domestic power battery market.
"By 2020, the leading position of power battery companies has been established, and the top five power battery companies in the future account for more than 70% of the market share." On June 18, the National Science and Technology Achievements Transformation Fund, a partner of the New Energy Vehicle Venture Capital Sub-Fund Fang Jianhua, president and president, said in an interview. The rapid development of the new energy industry is continuing to bring policy and market dividends to these power battery benchmarking companies.
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