Reduction and upgrade: Analysis of Suger Baby’s first half market

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On the eve of the new power supplement zero, the nitroscopic area in the power battery was flooded and full of changes. With the rapid development of new power vehicles, the combined growth rate of power batteries has exceeded 150% in the past five years. The sudden drop has caused many battery companies to go blindfolded. Behind the rapid growth of high and rapid growth, there are many problems such as technology and product quality. In addition, consumers’ perceptions of power batteries are still simple and rough. When changes such as spontaneous ignition and fire occur, power batteries often become the number one target to be asked. Half of 2019 is coming. When the sales volume of car companies declines and the market is not strong for buying electric vehicles, are downstream power battery companies still alive? What changes have occurred in the power battery domain? Is the law that the strong will always be strong? Next, we will give a profound analysis of this.

◆The verdict is reduced and the competition is upgraded, who is the next person to be eliminated?

We have all played a game of squeezing the chair. Since the number of chairs is always less than the number of players, there will be a cutter who will generate Escort manila when each knockout is settled. The power battery industry is doing this game, and players who are unable to get the “chair” (market share) will fade out. By Sugar baby2019, the rules of this game were more stringent and the number of “chairs” was smaller.

GGII data shows that in the first half of 2019, the total power supply of power battery devices was about 30.01GWh, and the top ten companies accounted for 88% of the overall market share, 5 percentage points higher than in previous years. As of June 2019, there were 60 domestic power battery companies, which means that only 12% of the “chairs” left for the remaining 50 players.

The days of entering the top ten battery companies are uneasy. As can be seen from the table below, the market share of major departments was taken away by top companies. Among them, the market share of the two companies in Ningde and Biadi accounted for 70%, which was 5 percentage points higher than the first half of 2018. The top two companies were Sugar daddy and Biadi accounted for 70%, which was 5 percentage points in the first half of 2018. The top two companies were Sugar Baby‘s share of money means that the remaining market space is reduced, and the competition and killing between enterprises are becoming increasingly popular.

Although data showed in the first half of 2019, the number of surviving battery manufacturers has dropped to 60, nearly three times the reduction from the 155 during the peak period, the power battery cutoffs are no longer shrinking into a group, humming weakly. It’s over. Since Watma fell from the top three industry in 2017 and suffered heavy debts, by 2019, domestic energy batteries have also been involved in sudden changes in industrial savings, counter-dealers, debt pressure, etc…. and they are just a heavy concern for battery industry.

Mo Ke, the founder of the True Steel Research Research Institute, believes that with the influence of the car market entering the winter and capital leaving the market, a large number of battery companies will be eliminated in the second half of 2019, and there may only be twenty or thirty companies left by 2020. This forecast resolves differences with most industry insiders. An insider who did not want to sign commented that the battery company that has entered the market due to policy benefits will eventually be out of the future.

Information. If no one recognizes it, wait for someone to take it.”◆The battery cost reaches the standard, and the phosphate steel may be back.

The sample data of the 205,000 passengers of the Automobile House shows that when the actual range of the electric vehicle reaches 500 kilometers, the user can receive it; when the actual range of the vehicle reaches 600 kilometers, the user believes that it can replace the fuel vehicle. Therefore, for car companies, if you want to better promote electric vehicles, its continued mileage is one of the essential ways. Reaction to the battery is to carry the resumption of continuous flights by battery companies, which means that battery companies need to balance battery data, energy density, battery cost and other reasons.

In terms of battery data, phosphate steel batteries and ternary batteries have accounted for about 95% of the total market share in the past few years. Before 2017, the market share of phosphate steel was as high as 70%. However, after the new force supplementation is high energy density and high continuous vehicle tilt, phosphate steel batteriesSugar The market share of the daddy pool has gradually declined, and in 2017 and 2018, the market share of iron phosphate steel fell to 45% and 39% respectively. According to China Automobile data, the market share of iron phosphate steel fell to 32% in January-June 2019.

But 2019 New Dynamics ReplenishmentSugar daddy shows that since June 26, the electric vehicle supplement will cut the waist, and a single car can only earn 25,000 yuan in supplementary funds. According to this, business people believe that the price will be reduced.With the pressure of money, the car company will turn its attention to data such as iron phosphate with lower capital. According to data from the China Chemical and Physical Power Industry Association, In 2019, the market price of phosphate steel battery cores had dropped below 0.7 yuan/Wh, and the price of ternary battery cores was at 0.9 yuan/Wh, and the gap between the two began to expand. With the complete addition of the 2021 supplement, the difference in the cost of the phosphate steel and ternary steel batteries may be more obvious.

In addition, Mo Ke revealed that the lowest price of phosphate steel battery packs for some companies has dropped to 0.8 yuan/WhSugar baby, while the national price of power battery packs is to drop to 1 yuan/Wh by 2020. As can be seen, in the era of supplementary reduction and even in the future when supplementary reduction is reduced, the price advantages of phosphate iron plates will continue to highlight.

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◆The dynamic battery enterprises with the genes of the vehicle have risen sharply

Talk about the star suitcase in the power battery field slipping over the blue tilesSugar daddy, leaving twoSugar babyDao Water Trace. Enterprise – In the Ningde era, Song Wei turned around and saw the towels coming from the other party. After receiving them, he said thank you. People familiar with industry development will say that it was Baoma who created it because it was Baoma who taught the power batteries of the Ningde era to make cars. The side of this story reveals the shortcomings of most battery companies: companies that transform from consumer batteries such as digital to the power battery arena, lacking cars.A escort standard product development and production and manufacturing experience, verification and other systems are not perfect, not only to be recognized by the car company, but also to cause trouble for changes such as spontaneous ignition and fire in electric vehicles.

When most people believed that the battery industry format was initially set, the honeycomb power that produced quad-yuan batteries and other products on July 9 attracted countless attention, and it was a battery company independently from the Changcheng Dynamics Department. Sugar daddyIn addition to the Changcheng City, new car manufacturing forces have also begun to focus on the development and manufacturing of power battery technology. For example, Shanghai Electric Group Battery Technology Co., Ltd., established by SkyTrade Corporation, established by Shanghai Electric Power Corporation, completed the industrial and commercial registration in mid-to-late July.

So why should a car company set up its own or fully-invested battery company? On the one hand, battery companies under the car company’s understanding of the system and product control capabilities of power batteries are based on the perspective of the whole car factory, and will match battery production technology and technical re TC: