As we all know, China's new energy automotive industry is a policy-driven industry. With the latest subsidy policies in the first four ministries in the Spring Festival this year, this marks a slope in front of domestic new energy subsidies, which also means that the power battery industry will begin in 2018. Military.
According to industry analysts, new subsidy policies further improve the threshold of subsidies, and also lowered subsidy standards, but the standards for the high-end mileage pure electric passenger cars are not reduced, and the fuel cell subsidy standard is still stable, which indicates that the policy orientation has been“Universal”Turn into“Choose”. Therefore, the new political ability, manufacturing level and capital reserves have put forward higher requirements, and the trend of aggregation to the leader will continue, and the second and third-line enterprises will be more and more difficult to survive.
The statistical data of Zhen lithium research shows that in 2016, 109 power battery manufacturers, and in 2017, the original 109 left only 80, i.e., in 2017, 29 companies were closed. Fang Jianhua, a partner and president of the National Science and Technology Achievements Transformation Fund New Energy Automobile Entrepreneurship, said that by 2020, the power battery company will only have 10 to 20.
However, future companies are not worry about power battery leaders. In 2017, due to the adjustment of subsidy policy, car enterprises transferred pressure to the entire industrial chain. The power battery prices were forced to decrease, but the prices of lithium carbonate in the upstream raw materials, cobalt were high, thereby causing battery companies to appear“Two head squeezing”The phenomenon has a certain impact on its earnings.
Therefore, for battery companies, it has reduced operational risks through industry chain layout, which has become a choice of business. In the end of 2016, the industry faucet was established with the Salt Lake Group and Shenzhen Zhuo Duo into the joint venture and launched 30,000 tons of lithium carbonate project construction. In addition, lithium-eugenics such as the Xinglenean Group, CITIC Guoan, and the Lithium-Lithium Lithium Department has also been controlled or began to get involved in lithium ore resources.
In 2018, the subsidy policy turned, the industrial pattern differentiation will be a fixed tone for the development of the power battery industry, which can foreseeable, in the large-scale change in the industry shuffling, the acquisition integration between the future industry, and more frequently.
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