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| Market pattern will change |
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| Time：2014/5/7 19:35:42 Look：5204 |
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Market pattern will change, domestic power lithium battery enterprise situation is not ideal
Source: high lithium electricity grid
At the beginning of the second half of 2014, state and local governments at all levels to the policy of the good, constantly stimulate China's electric car market, yesterday (May 5), by more than 80 officials from government departments, research institutions, industry, scholars, entrepreneurs, co-sponsored the establishment of China's electric car c) was established in Beijing, ministry of science and technology minister wan gang stressed that must strengthen the core of the electric vehicle technology breakthrough, it also suggests that China's rapid development of electric vehicles coming to market lane, is also a great opportunity for Chinese power enterprises, in the face of such a huge market opportunity, power lithium battery domestic enterprises ready?
High lithium electricity industry research institute (GBII), is expected in 2016 China's on-board power lithium battery production will reach 5890 MWH, is 7.3 times that of 2013. According to industry insiders, in 2014, compared with 2013, things have got obvious improvement, the company in the first quarter have received a batch of orders can even up to one hundred, he expects the second half of 2014 sales will be increased significantly. In 2013, sales is almost in a state of stagnation, each batch orders are basically less than 10 units. However, in the face of the market opportunity comes once in a blue moon, domestic battery power enterprises want to catch the train, need to overcome many difficulties.
From the point at this stage, the current domestic power lithium battery enterprise situation is not ideal, in fierce competition in the future, the survival pressure may be greater. Thanks to the first round of the new energy vehicle demonstration promotion, in the meantime, part of the power lithium battery enterprises get the survival and development. The power lithium battery company has dozens of domestic product, but the real cooperation relationship with each big factory and to the actual operation of power lithium battery manufacturer only ten or so. In tianjin, for example, car companies is radically buses and byd, from the tianjin lishen battery suppliers and byd; In Beijing, the demonstration of the new energy car is mainly baic and changan automobile, battery, respectively is dongguan ATL and north first; In jiangsu and zhejiang area, mainly hangzhou zhongtai supplier, condi vehicle industry, basically is by universal, China aviation lithium battery etc. Several factory to provide.
The existence of the local protective policies, to a certain extent helped some battery enterprises (including the lithium iron phosphate battery enterprises) to survive and develop. However, as the mainstream of Chinese brand car companies begin to choose foreign brands of power battery, power battery domestic enterprises in place to protect this advantage is likely to gradually disappear. Beijing auto group started using LG battery, for instance, were adopted and saic, electric cars, A123 battery.
As the major domestic auto manufacturers to Japan and South Korea's battery, power battery enterprises in China will face a new pressure. In the future, power battery changes there will be a larger market pattern, domestic enterprises not only face the domestic colleague's market impact, at the same time is also facing the international giant Chinese market brought about by the unprecedented pressure.
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