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In 2019, the six trends of the new power battery industry will double: First, international competition will be internationalized, domestic competition will be internationalized; Second, strong people will be strong and irresistible to fight; Third, resources will be in a long-term improvement; Fourth, withdrawal of nitrification will be inundated, and market competition will be launched; Fifth, the purpose of charging to charging networks will be upgraded, and a new round of “running to land” will be opened; Sixth, the feeling of urgency for battery acceptance and staging applications will be increasing day by day.
The past 2Manila escort018, for the new power battery industry, “this is the best era and the worst era.”
2018 is the first year of “new power automobile explosion”, “new car manufacturing force emerges”, “large-scale service of power batteries”, “high-end 811 data battery volume production”, “China’s thermal and fuel battery industry development”, and “China’s power generation side energy generation development”, and it is also the “cold winter” of these industries.
As of the start of 2019, for the new power battery industry, “Sales are still a failure, this is a problem worthy of industry chain considerations in the industry.”
In 2019, the positive benefits brought by policy supplementary red profits will be achieved soon, and the new power automobile industry is in the critical period of market volume, and the industry chain enterprises are beginning to face the market survival test. Overall, in 2019, the six trends of the new power battery industry will double: First, international competition will be internationalized, domestic competition will be internationalized; Second, strong people will be strong and slim to fight; Third, resources will be in a long-term improvement; Fourth, withdrawal of nitrification will be inundated, and market competition will be launched; Fifth, the purpose of charging to charging networks will be upgraded, and a new round of “running to land” will be opened; Sixth, the feeling of urgency for battery acceptance and staging applications will be increasing day by day.
1. International competition, domestic competition, international competition,
As the largest automobile manufacturer in the world for ten years, China has ranked first in the world in the fourth year, and its ownership exceeded 50% of the world’s total by 2.61 million. In the past five years, the annual ownership volume increased by 500,000 yuan. For any new power battery industry chain cross-border enterprise, the Chinese market is undoubtedly an extremely attractive “special cake”.
No dispute is available. In 2019 and even for a long time in the future, China will remain the main battlefield for global new-power battery industry competition, and the trend of “international competition in the country and international competition in the country” will become increasingly obvious.
The website news of the Ministry of Finance stated that starting from January 1, 2019, the import fixed tax rate for new powered automobile steel ion batteries will be cancelled and the most favorable national tax rate will be restored. The import tax rate of 8% and 10% is restored to the 12% most favorable national tax rate from the imported new power car power battery unit and system. In other words, imported batteries are not encouraged, but foreign companies are encouraged to produce batteries in China. After the width limit is released, foreign manufacturers such as Panasonic, Sugar daddyLG Chemistry, Samsung SDI, etc., have announced that they will increase their battery capacity in China.
In addition, at the beginning of the new year, Tesla Shanghai Factory, the first foreign-owned project after the opening of foreign equity ratio in China’s new power automobile sector, opened its construction last week. The signal released by the bureau was “China welcomes enterprises from all over the world to invest and share the development opportunities of the Chinese automobile market.”
The news that has doubled the hearts of the people is that Reuters reported that global automakers plan to add US$300 billion in electric vehicle technology in the next five to ten years, with the revenue of Chinese and German car companies reaching US$139.5 billion. In addition to the US$71.7 billion invested in Sugar baby, the remaining departments are invested in China. In addition, american, japan (Japan), French and Swedish drivers have also focused on investment in China, allowing China to absorb more than 45% of the related revenue of global drivers, reaching US$135.7 billion (including US$57 billion from China itself). As a result, the automotive industry is accelerating its transformation from fossil fuels, and its center of gravity has also shifted to Asian battery and electric vehicle technology suppliers.
The market is becoming increasingly open. With such an outlook, Chinese enterprises will face double the market competition and usher in better development opportunities with international giants. The transformation and opening up will advance the opportunity to benefit high-quality enterprises first, drive mid- and low-end upgrades with high-end, and cooperate with the development to high-quality. This will be the main theme of the long-term development of new power battery industries.
Chinese battery companies represented by Ningde and Biadi will also be expanded to stay in the laboratory for a few days and were dragged to this environment. Ye also took advantage of the rest procedure to extend to the sea. Ningde announced in 2018 that it would set up a power battery factory in Germany. Biadi also announced not long ago that it was under assessment in Germany and the UK and planned to set up a power battery factory in Europe. At the same time, more and more domestic enterprises have begun to enter the international supply chain from new power vehicles, power batteries to battery data and equipment to accelerate the connection to the internationalization. As the domestic integration process accelerates, domestic suppliers have more opportunities to enter their supply chains due to capital considerations.
2. The strong will always be strong, and the weak will fight. The Chinese market has become a “place where military strategists must fight” for the layout of the global new dynamic industry. It is like having never talked about love, not being fooled or thoughtful. The industry competition format will change as a result. In 2019, whether it is an international or an domestic market, “Sugar daddyThe strong will always be strong, and the “no-head fight” format will double the refreshing.
In the international market, China, Japan and South Korea have been stable for a long time. LG Chemistry, Samsung SDI, Panasonic and Ningde all have certain advantages and their dragon heads are stable. In addition, Bia Ye Qiu opened her eyes, rubbed her sun, and watched several chats on the stage. Di has been in contact with the global new power automobile sales champion for four consecutive years from 2015 to 2018. With the opening of its battery business, Bia Di has no hope of growing into an international power battery giant.
In the domestic market, NING era and Biadi have long occupied the first and second place in the domestic power battery assembly, and their total market share exceeds 60%. The top 10 companies in the domestic power battery assembly account for more than 80% of the market share, and with the depth of this reshuffle, Sugar baby. daddyThe market share of the top enterprises is still expanding. It can also be seen from the 2018 investment expansion, merger and reorganization, and start-up investment business of the battery network, that the volume of nucleus is constantly upgrading.
It is worth noting that in the new round of deep reshuffle, the “little-headed battle” in the battery manufacturing market is also being formed. For most small and medium-sized enterprises, there is no chance of “the weak always weak”, but is directly eliminated. Taking power batteries as an example, in the reshuffle after the decline in the 2016-2017, there were already a hundred companies in power batteries. Some experts predict that in 2019, there will be only 20-30 power battery companies left by 2020, and more than 80% of companies will be laid off.
So, how can small and medium-sized enterprises in the new power battery industry be saved in the clip?
Here I will give you a group of interesting data for friends. Hermann Simon, the “Father of the Invisible Champions League” and a famous German governance professor, said that over the past 20 years, he has collected data from 2,734 Invisible Champions League companies around the world. He found that Germany has 1,307 invisible champions, making it the country with the largest number. There are 366 american companies, 220 Japanese (Japan), and there are only 68 in China.
“Intimate champion” means that it occupies a leading position in a certain industry in the international or domestic market, and has a large majority of the industry, but it is not like a big one.A small and medium-sized enterprise that is well-known to the public.
I think this data is underestimated at most in the manufacturing of China. Because China’s manufacturing industry is growing at a rate beyond TC:
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