According to the data released by the Interim Association, the sales volume of new energy vehicles in China reached 86,000 and 84,000 respectively in June, up 31.7% and 42.9% respectively over the same period of last year. From January to June, the output of new energy vehicles and sales were respectively It was 413,000 vehicles and 412,000 vehicles, an increase of 94.9% and 111.5% respectively over the same period of the previous year. It can be seen that new energy vehicles have become an important factor driving the growth of China's automobile market. Power batteries corresponding to new energy vehicles The field is also booming.
On July 10, the Ningde era cooperated with Baomad. In the next few years, BMW will purchase a total of 4 billion euros of lithium-ion batteries from the Ningde era, and the Ningde era will also set up factories in Germany. The following week, July 17, Ningde The Times announced that it has officially signed a strategic cooperation agreement with BMW Brilliance, including BMW Brilliance's initial advance payment of 2.85 billion yuan for the long-term purchase of designated models of power battery products.
However, under the 'hot scene', there is also a 'tragic situation'. Sina Auto reported that on June 30, Shenzhen Waterma Battery Co., Ltd. issued a notice saying that due to insufficient orders, financial difficulties, etc., since July 1 It will be suspended for 6 months from the date of use.
From 2015 to 2017, the market share has always ranked in the top three in the country. As one of the giants in the power battery industry, Watmar has even competed with Ningde era, BYD and other industry giants. Between, there is a 'building will tilt' trend.
It can be seen that in a short period of time, the power battery enterprise has experienced the situation of two days of ice and fire.
Sanford C. Bernstein & Co., a US market research firm, said that with the government's reform subsidy policy to meet the more sophisticated battery technology needed for next-generation transportation, China's electric vehicle battery industry is booming. Will experience a round of cruel shuffling.
With the support of the government, China has built a huge power battery industry in recent years, which has made giants such as the Ningde era and BYD. However, Bernstein said that among the more than 25 manufacturers it tracks, only Ningde The era and BYD are both large enough to have the best technology, talents and products, and therefore have a promising future.
'The battery industry is an industry heavily subsidized by the government, and the government has already provided funding for all manufacturers who want to test the water,' said Mark Newman, global chief analyst of Bernstein's battery field. 'Now the government is trying to cancel the subsidy, you You will find out who is the valuable battery manufacturer that can survive.'
The government is planning to reduce funding for new energy vehicle manufacturers, which is bound to reshape the industry. On June 12, Sina Auto reported that the new new energy vehicle promotion subsidy program has been officially implemented. The minimum cruising range for pure electric passenger vehicles is increased from 100 km to 150 km; the minimum standard for power battery capacity density is increased from 90 Wh/kg to 105 Wh/kg. In terms of subsidy amount, the gears are divided into 50 km/km according to each of the 50 km. The subsidy is between 15,000 yuan and 34,000 yuan; the subsidy for the 300-400-kilometer file is 45,000 yuan; the subsidy for the 400-kilometer file is 50,000 yuan.
It can be seen that the Chinese government is accelerating the development of electric vehicles with a longer cruising range. This requires larger batteries with higher energy density and more stringent requirements for battery development technology.
Bernstein believes that many battery manufacturers in China will have difficulty meeting the high quality products they need and face the risk of elimination. For example, Guoxuan Battery will face major challenges in the next 1-2 years.
