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The latest statistics of the China Automobile Power Battery Industry Innovation Alliance show that in the first half of this year, my country’s power battery capacity reached 52.5GWh, a year-on-year increase of 200.3%; in the first half of this year, the top ten domestic power battery companies in terms of vehicle capacity were: Ningde era, Biadi, LG Chemistry, AVIC Electric, Guohua Hi-Tech, and YichengEscortSteel Energy, Hive Power, Feneng Technology, Taffir New Power, and Jetwei Power. Among them, the second-line power battery, ranked 4-10, was shut down after the company’s telephone number, and the girl started to use short videos again. Song Wei asked with concern: the market accounted for 19.3%, which is significantly higher than the previous years.
Electric orders surge to create a “turnaround” opportunity
Reporters have noticed that since previous years, second-line power battery companies have seen rapid development. For example, the power battery supplier of Guangzhou Aion’s main vehicle type has changed from Ningde era to AVIC, AVIC has achieved a large scale with the actual installation volume and market share; the long city incubated honeycomb power, and the auspicious and powerful energy are deeply controlled; the supporting facilities of China High-tech and Ultimate Power are hot. The door-type Wuling Hongguang MINIEV has achieved a significant increase in the number of passenger cars’ phosphate steel battery machines; Ruipu is committed to SAIC-GM-Wuling’s domestically-owned equipment rankings through the Sugar baby.
At the same time, fierce discussions were held from international city students and professors. Among them, the most famous participants, my country’s second-line power battery company also has good performance: the majority of people have entered the stock market., Daimler entered the corporations of Feneng Technology and signed a strategic supply agreement, and Baoma chose a stake in the company’s new company. daddyAs China’s second designated supplier and Honeycomb Power has won the French PSA Group’s huge battery order…
Insiders believe that the important reason for the decline in the proportion of the number of equipment installed by the top enterprises is that with the expansion of the new power automobile market, many second-tier companies have acquired mainstream car companies and released their production capacity, and have emerged quickly and began to rob their customers from the top enterprises, accounting for the market share.
As for the rising market share of second-line enterprises, the president of the Research Department of the IV Economic Research Institute Sugar daddy Manager Wu Hu said Sugar daddy: “First, the market share of enterprises such as Ningde era is large. As the industry matures, the proportion will fall, leaving it with the second-tier enterprise department market space; Second, car companies used to choose enterprises such as Ningde era as suppliers, but they are interested in it from the perspective of supply chain safety. daddyThe second choice of ‘two supply’ and ‘three supply’ gives the second-line enterprises an opportunity to lose market share; third, if the power battery industry cannot develop alone, there will inevitably be a second-line enterprises that will gradually emerge. baby, this is the inevitable trend of industry development. ”
Using the combination of assets and other methods, the supply of original data suppliers in the downstream of battery industry has continued to be tight, and the prices have increased significantly. Wu said that the original data price is due to the downstream growth and occurrence time errors. “The important thing is that the price of metal and chemical products with a longer investment cycle is that as the downstream products can slowly be released, the capital will slowly drop. However, second-line enterprises are not as capable as those of the top companies, and the top companies have basically ‘determined’ many raw material suppliers.”
In comparison, the “determined” between second-line enterprises and original data suppliers are less, and the capital pressure is greater. Wu Hu said that many second-line companies are currently passingSugar daddy data suppliers can solve the capital pressure by combining the funds, cooperating with each other or closing prices for a long time.
For the recent “battery shortage” suffered by the new power automobile industry, visitors all said that this Sugar daddy provides opportunities for the development of second-tier enterprises. In the view of Cao Guangping, a researcher at Xinxing and Smart Network, the situation of car companies squeezing batteries is obvious. Not only car companies squeezing batteries, but battery companies are also seizing opportunities to squeezing cars. “The so-called ‘battery shortage’Sugar daddy is important because of the high industry concentration and the lack of supply of leading enterprises. At the same time, second-tier enterprises also have more opportunities for development.” Wu Hu said.
The patent layout, research and development, and anti-pressure capabilities are still needed
Recently, the leading enterprise, NING-Year, has sued the infringement of the entire series of product patents, and has attracted the development of hot issues. Many insiders have expressed that battery companies are now stating that battery companies are currently on battery technology and Sugar. daddyThe competition among customers is getting worse.
“As the industry competition reaches a certain level, the top enterprises will use patents to protect the market share. From a fundamental perspective, patents are the body of research and development. For second-tier enterprises, they should conduct more research and development in the layout of patents and work more in research and development. Otherwise, more similar problems will be faced in the domestic market in the future.” Wu Xu pointed out. Sugar daddy
Wu Xixiong showed that it has become a trend for the car companies to choose “two supplies” and “three supplies”. She was stunned for a moment. Online EnterprisesEscort manila<a href="https://phEscort business needs to strive to win. Only if the "two offerings" are done well can you have the opportunity to become "one offering". In this regard, second-line enterprises are Sugar daddy. Baby‘s industry can make features in detail, such as hybrid power batteries, fast charging, etc.
“Second-line enterprises should do a good job in battery product quality and continue to reduce their capital. The market will always be welcomed by the price comparison of audio. High product. At the same time, battery safety should be placed first in product quality, coordinated and carried out various business activities, and innovated on this basis, such as solving the problem of low-temperature batteries that are urgently needed in high-cool areas such as Northeast China, battery data acceptance and handling cycle application problems, battery system and battery system, etc. Second-line stars become first-line stars, and resources are coming in a hurry. As well as the differential plan that has accrued to first-line battery companies and the trump card of ‘Escort‘, in this way, they can stand firm in the market. ”Cao Guangping showed.
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