As the core of the new energy automobile industry chain, the power battery is still under chasing by the capital before the domestic market pattern is still clear.
On June 16, a real lithium research institute of the New Energy Research Institute announced the power battery capacity in the first five months of this year. A total of 73 power battery companies have installed capacity this year, but in the Ningde era, BYD and Guoxuan Hi-Tech have three head companies. The installed capacity accounted for 70% of the market share, which means that the remaining 70 companies have shared a total of 30% of the market.
This year, so many companies have realized power battery installations, which actually exceeds the expectations of the chief analyst of True Lithium Research. Before that, he believes that as the industry concentration becomes more and more obvious, the industry will reshuffle. Moco believes that the above data This means that the desire of small and medium-sized battery factories to survive is very strong, and capital will not easily allow the project to be withdrawn from the market, which also adds uncertainty to the reshuffle.
Three head companies occupy 70% of the market
As early as last year, Meike predicted that the battery industry will continue to shuffle this year, and the number of manufacturers will decrease by about 30. In other words, the battery manufacturing company in this industry has been reduced from 89 last year to about 60.
However, judging from this year's situation, the company that has achieved power battery installation has already broken Merck's predictions in terms of quantity. The installed capacity in the first five months of this year shows that there are a total of 73 battery core plants that have installed capacity.
The number of battery factories is difficult to reduce, and the industry concentration has been slowly climbing. Among the cumulative installed capacity in the first five months, the Ningde era was 5.46GWh, accounting for 43.14%, ranking first; BYD 2.55GWh, accounting for 20.10%. Second, Guoxuan Hi-tech ranked 803.76MWh, accounting for 6.35%, ranking third, and the total installed capacity of these three companies reached almost 70% of the market, which means that the remaining 70 companies shared a total of 30% of the market share.
In the fierce competition, every company wants to find a place. Meike believes that this means that the desire of small and medium-sized battery factories to survive is very strong, and capital will not easily let the project to exit the market. This is also the promotion of shuffling. Added some uncertainty.
Even the industry's head companies, but each company's situation is different. In addition, the Ningde era has entered the capital market, which is expected to become the stock with the highest market value of the ChiNext. BYD from the production for sale to the planned external supply of batteries, the market It also has expectations. However, as of now, the company still mainly sells itself.
The Ningde era and BYD's two companies are relatively stable in the current domestic power battery market, but the competition for the third runner-up is fierce. Although Guo Xuan Hi-Tech's installed capacity is still ranked third in the first five months, it is different from the latter companies. Not much.
The largest installed capacity of pure electric passenger cars
For power battery manufacturers, June 12 this year is a watershed. The new subsidy policy for new energy vehicles will be implemented from June 12. New energy vehicles with long mileage will enjoy higher subsidies, and the battery life is 150 kilometers. The following new energy vehicles will cancel subsidies.
The energy subsidy policy of downstream vehicles directly affects the upstream. Before the new policy, many companies have been quick to install their own batteries into vehicles that meet the requirements. In the first five months of this year, the cumulative installed capacity of China's electric vehicle market was 12.7 GWh, which was a year-on-year increase. 200%. Among them, the pure electric passenger car has the largest installed capacity, which is 6.25 GW, which is an increase of 118% compared to the same period of last year. However, the installed capacity growth champion is pure electric passenger car. It ranked second with 4.54 GWh, a year-on-year increase of 1125.67%. .
From the understanding of Mo Ke, the key words of the New Deal are weight loss and cost reduction. Among them, the weight of weight reduction is to increase the energy density of the battery system. In addition, the New Deal’s requirements for car companies have also been significantly improved. It is not possible to transfer work to the battery factory as easily as before. The core of cost reduction is the need to “run the horse and eat the grass”. The essence is to use less battery to increase the cost-effectiveness of the vehicle and to meet the rapid increase. Technical requirements.
As a senior industry professional, this year's power battery development speed exceeds the expected amount of ink. This year's announcement of several new energy automotive products shows that most car companies and battery factories can achieve the technical requirements proposed by the New Deal. Prior to this, Many battery companies fail to meet the requirements of the New Deal. The industry reshuffle will follow.
It is worth noting that the energy density of domestic power batteries has rapidly risen. While the number of electric vehicles has increased sharply, the safety issues of automobiles and batteries have attracted more and more attention. Insiders in the industry stated that domestic electric vehicle accidents also occur from time to time. Times feel more than the past two or three years.