Subsidies the power battery market in the first month of the implementation of the New Deal

by:CTECHi     2021-08-27
In the first month of the implementation of the New Subsidy Policy, the new energy vehicle market suffered a 'hitAccording to the latest statistics from the 'Power Lithium-ion Battery Monthly Database' published by the Advanced Industry Research Institute (GGII), the total installed power of my country's power lithium-ion batteries in July 2019 was about 4.70GWh, a year-on-year increase of 40% and a month-on-month decrease of 29%. Judging from the battery installed capacity of the sub-models in July, new energy passenger vehicles and special vehicles have dropped severely from the previous month, and new energy buses will be ready for installation in July due to the rush to install before the end of the subsidy transition period on August 5. Rescue. Obviously, the decline of more than 50% of new energy vehicle subsidies will have a greater impact on the market for new energy passenger vehicles and special vehicles. The demand overdraft during the subsidy transition period and the unclear new energy vehicle market situation after the transition period has led to the weak production of new energy vehicles and power lithium-ion batteries. It needs to be observed that the market can get out of the predicament in August. Affected by the sharp decline in the production and sales of new energy passenger vehicles, the production utilization rate and installed power of power lithium-ion battery companies have also fallen sharply. GGII data shows that in July, my country's power lithium-ion battery installed capacity ranked top ten power lithium-ion battery companies in total about 4.40GWh, accounting for about 94% of the total, reaching the highest value since the month. However, the installed capacity of major battery companies has dropped significantly. Among them, CATL achieved 37,492 new energy vehicles in July, a decrease of 20,000 units from 57,832 in June; the total installed power of lithium-ion batteries was 3.12GWh, a slight decrease from 3.20GWh in June. The important reason is that its new energy passenger car power lithium-ion battery orders have dropped sharply in July, but the sharp increase in new energy passenger car battery orders has filled the gap in the reduction of passenger car battery orders. Gaogong Lithium has learned from various sources that in order to adapt to market changes, Head Power Lithium-ion Battery Company started to reduce production in June and continued to July. Although the current production utilization rate has increased, it has not yet returned to the original level. The recovery may not be until after September. Obviously, the implementation of the new subsidy policy in July has a relatively large impact on the entire power lithium-ion battery market, resulting in large fluctuations in the ranking of power lithium-ion battery installed capacity. Most people in the industry have reservations about the new energy vehicle market in the third quarter, which also means that power lithium-ion battery companies may be more difficult in August and September. In 2019, subsidies for new energy vehicles have declined sharply and market competition has intensified. Power lithium-ion battery companies are facing tremendous competitive pressure. Product prices and gross profit margins continue to decline, or a large number of battery companies will encounter the development dilemma of increasing revenue but not profit . Under this circumstance, battery companies can only improve quality and reduce costs to enhance market competitiveness, or find new market segments as soon as possible to overcome difficulties.
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