Reduction in funding has led to an increase in corporate capital pressure dramas. Power battery bank Philippines Sugar daddy quora industry reshuffle and speed up

requestId:686149188e48f9.01304855.

With the situation of reduction and reduction, the number of enterprises in the supply chain will inevitably reduce the scale, and the market mechanism will gradually replace local support. In addition, the product evolution rate is accelerated, and major vehicles are continually deploying battery business, and enterprises in the power battery industry will face a doubled down on the reshuffle.

Recently, the domestic power battery industry can be said to be “ice and fire”. On one side, the energy battery was “destroyed”, which caused countless media to fight for relevant news; on the other side, the power battery signed by the NING era and Volvo CarsSugar daddy cooperated with the agreement to order the order amount of 10 million yuan. The difference between the two is touching, and it makes people ask: Where will the power battery market go under the decline of the slope of the slope?

The financial pressure is protruding

The supply chain has seen a large decrease in the number of enterprises

At the end of May, the news that the national energy battery was about to collapse was “splashed”, attracting widespread attention from the public opinion. Chinese students and professors conducted intense discussions. Among them, the most famous energy battery was issued an immediate clearance notice. Some articles reported that the company’s reports of “about to close”, “decline employees’ wages”, “destroy industry cleanup”, etc. were extremely unscrupulous. The reports were not responsible and distorted. “Our company’s production and operation are normal now.” However, domestic energy batteries have shown that, affected by macro-concept and reduction in funding, domestic power battery companies are facing financial pressure. After checking Qichacha, the reporter found that only in May of this year, the National Energy AgencyThe battery has more than 8 referee documents generated by the purchase and sale contract, with an amount of millions of yuan.

It is sad that two years ago, Guo Energy Battery was still the leader in the new power automobile power battery market. In the 293rd and 295th batches of “Notices on the Notices of the Railing Motor Vehicle Manufacturing Enterprises and Products” announced by the Ministry of Industry and Information Technology in 2017, the number of domestic energy batteries ranked second, and the market share was gradually sinking. The sky seemed to be falling again. Song Wei dragged his suitcase and flew to support and mass supply more than 80% of domestic passenger car companies, including Foton Motor, Ankai Vehicle, Nanjing Jinlong, Chang’an Motor, and Zhengzhou Daily.

However, as new power automobile supplements continue to decline, the industry chain’s cost reduction pressure is getting bigger and bigger, industry competition is accelerating, and many power battery companies are deeply affected. According to China Automobile Data, in 2018, a total of 93 power battery companies in my country’s new power car market were found to be in place and were trapped here. More than 2 In the book, Ye Qiu-jin rarely appeared after this, and the number of companies that were weak was reduced by 9 in 2017; by April this year, the number had dropped to 60 companies.

TrendForce Consulting’s in-depth research and discussion manager Liu Lishun believes that under the situation of reduction in funding, the number of enterprises in the supply chain will inevitably decrease greatly, and the market mechanism will gradually replace the local support. In addition, the product evolution rate is accelerating, and major vehicle manufacturers will continue to lay out battery businesses, and enterprises in the industry will face a severe reshuffle. “It is expected that from 2019 to 2020, domestic power battery industry will continue to be reshuffled and will show a format of increasing volume but reducing prices.”

The high-end stage is coming

Sugar daddyConcentration continues to decline

The number of enterprises in the supply chain has decreased significantlySugar daddyConcentration continues to decline

The number of enterprises in the supply chain has decreased significantlySugar daddy is responsible for the continuous increase in the concentration of power battery industry.

Sugar baby

China Automobile Data Displays that in April this year, the top 3, top 5 and top 10 companies ranked in the top 10 companiesThe power battery carriages of 4.4 GW, 4.6 GW and 5 GW respectively, accounted for 80.7%, 85.4% and 92.5% of the total vehicle carriage scores of 80.7%, 85.4% and 92.5% respectively; during the same period in previous years, the data were only 2.8 GW, 3.1 GW and 3.4 GW respectively. When Manila escort, the total car volume ratio was only 72.79%, 81.71% and 89.06%.

In this regard, some insiders have shown that the increasing concentration of industry represents the gradual maturity of this industry to a certain level. The market resources must be concentrated in several companies. At the same time, the market will also advance to a high-level stage of development. This process requires layoffs and reductions in some companies.

Taking national energy batteries as an example, in April 2018, the company ranked 7th in the domestic power battery companies’ vehicle capacity, accounting for 1.36% of the market share when the number of installed machines reached 50.27 megawatts; a year later, it was no longer seen on the list in April this year.

There are forecasts that in the future, my country will have a strong demand for power batteries, which will reach 100 GW in 2020 and will exceed 400 GW in 2025. Although the market is far and wide, it is not difficult to get a piece of the pie. Liu Zhenlong, secretary of the China Chemical and Physical Power Industry Association, once publicly stated: “The concentration of the power battery market in the future will continue to rise. The top 10 companies will account for more than 90% or even more of the market share. Small and medium-sized enterprises will face a huge storage pressure. daddy, if you want to save, you need to discover new detailed markets. “

” Looking at it today, small and medium-sized enterprises will be the most remaining beneficiaries of their production capacity. With unlimited resource allocation, they will inevitably develop into niche applications, from the past to the past to strengthen a large number of mainstream markets, and gradually develop into a large number of various applications such as industrial and commercial use. “Jun Li Shun believes that Sugar baby, href=”https://philippines-sugar.net/”>EscortUnder the trend of industry integration, the semi-vertical integration and share alliance unique to the automotive industry will gradually emerge from the current new dynamic vehicle industry.

Evacuate market risks

Entering the domestic market in the military is worthy of stayingPinay escort It is worth keeping the situation that the country’s new power automobile subsidies continue to decline, foreign companies such as Japan and South Korea have a “coming back”.