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For automation and robotics companies, the 3C electronics and new energy industries are the two most discussed and focused industries. In particular, with national policies and support from local governments, the new energy power battery industry has been passed down as gold. In the industry, automation companies have also focused their attention on large and small battery companies.
However, people living in the industry are becoming more and more aware of the increasingly heated competition in the power battery industry, and the wave of major wave elimination is approaching. Not long ago, there were reports that about 30 battery factories will be closed during the year.
It is an inevitable trend to eliminate the competition in the industry
This year, half of the entire battery industry is fire and half is ice. The top-level policies such as the implementation of the double-integration policy and the prohibition of production and prohibition of the sale of fuel vehicles on the agenda allow the industry to see the country’s strong determination to develop new energy sources and spread hopes for power batteries; at the same time, structural overcapacity, rising raw material prices, and downward pressure on prices It also became a pain that the industry had to face.
Looking at the lithium battery market pattern this year, there are two obvious changes: First, under the boom of investment expansion, M&A and restructuring, the competition among leading enterprises has intensified; second, in the field of power batteries, the application of the ternary lithium battery market has greatly increased.
According to the statistics on the investment expansion and mergers and acquisitions of lithium batteries and their upstream materials from the beginning of 2016 to the first half of 2017, of the 143 investment projects included in the statistics, 123 projects announced investment amounts totaling 230.7 billion yuan; Among the 63 restructuring projects included in the statistics, 60 projects announced the transaction amount, which totaled 130.6 billion yuan.
Under the wave of expansion, reports of overcapacity expansion and increased competition are also reported from time to time. In the Ningde era, IPO listing was launched, and SAIC, Dongfeng, Changan and other automobile enterprises developed in groups. The semi-annual valuation surged over 100 billion yuan; BYD, with a market value of over one hundred billion yuan, also began to adjust its strategy to split the battery segment and marketize its business. , and accelerate the layout of the international market, the United States alone to build the largest electric bus factory in the United States; Lishen battery is also in 2017 to develop a "double 10 billion" target - more than 10 billion in production capacity, sales over 10 billion; BAK battery in early November It also announced that it will invest RMB 14.3 billion in the construction of the BAK Industrial Park in Jining Economic Development Zone, Shandong Province ...
The overcapacity associated with the expansion of production and the industry reshuffle are also accelerating. According to industry sources, the cumulative installed capacity of lithium batteries in the first 10 months of this year was 18.1 GWh, an increase of 31.43% year-on-year. A total of 76 battery manufacturers formed an effective installed capacity, and the number is expected to be around 80 throughout the year. "It was 109 last year, which means that there will be about 30 battery factories going bankrupt this year, and the industry reshuffle has been fully opened."
In the eyes of people in the industry, the whole industry is crazy because it is driven by the market. As of the third quarter of this year, the total capacity of the top 20 power battery companies in China was 102.2 Gwh, far exceeding the installed capacity of lithium batteries, and the overcapacity was beyond doubt. "In the future, the entire automotive power battery industry will only have a few companies remaining."
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