With the national policy adjustment and subsidy policy, the industry competition is increasingly fierce, the industry integration has gradually intensified, the power battery companies have greatly shrunk, disclosed, China’s power battery companies have nearly 240; but as of June 2019 There are only more than 60 houses left, and the shrinkage is serious. There are more than 100 battery plants to close, and they are still eliminated.
The high growth of new energy vehicles drive the rapid development of the power battery industry, and there is a short-lived carnival in the power battery. The shortcomings are also revealed; when an industry is over-reliating policy subsidies, there is a risk of overcapacity; This is the case, in the case where there is a low-end capacity, the high-end supply is insufficient, the trend of the survival of the fittest is also coming, and it is obviously contrary to the difficult day of the small business. Interanded and gradually forming “Matthew effect”; 20 battery enterprises in January-May 2019 accounted for 96.5%; the top 5 installations accounted for 80%, the first 2 companies accounted for 70%.
In addition, the national subsidy door bar is improved. In the case where the factory subsidy cannot be loaned, the fund pressure is basically accumulated on the head of the battery manufacturer, and the fracture of the fund chain has become a strain of many batteries on the company.
Nanjing Xiahua battery capacity hourly rate: 1HR, 2HR, 3HR, 5HR, 8HR, 10HR, 20HR, 100HR
“Difficult to return” does not occupy a few, often a corporate fund chain break, can lead to several enterprises behind, and the Bike battery is typical. According to the predictive battery enterprises will further reduce further, the advantage of the survival of the stretch is a general trend, and the real gold is not afraid of fire, and the real gold in the 2020 big waves is the rest of the gold?
It is located in Beijing’s independent nature of the environmentally-friendly non-governmental institutions – “China-Foreign Dialogue”, said: “In the past 10 years, the Chinese government has given a strategic attention to the investment in the field of cleaning energy, because it thinks this is the next game. Industrial Revolution – It wants to play a revolution that leads the role. “Tim Bakley, which is located in Sydney, Australia, also thinks. He said: “China wants to dominate the future industry, and the United States and the Australian Government want to dominate the past industry.” Baxley believes that China’s clean energy field * will eventually defeat fossil fuel competitors, there are several aspects. First, China’s renewable energy is lowered rapidly, making it attractive to other countries.
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