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Mobile WebSiteWith the adjustment of the global energy structure, energy-saving and environmentally-friendly new energy vehicles have been optimistic by countries and have entered a stage of rapid development. Electric vehicles are an important type of new energy vehicles and a key point in the development of new energy vehicles. Power battery is the power source of electric vehicles. The level of its technology determines the speed of large-scale marketization of electric vehicles, and has been the focus of development in the field of new energy.
China's new energy vehicles have maintained a relatively fast development speed. From January to June 2018, the production and sales volume of new energy vehicles in China reached 413,000 and 412,000 respectively, an increase of 84.9% and 111.6%. In the composition of new energy vehicle sales, pure electric passenger vehicles account for more than half of the sales of new energy passenger cars, accounting for 63%. It is expected that electric vehicles will maintain a good development trend in the second half of 2018.
From the production and sales of electric vehicles, we can see that the demand for power batteries in China is increasing. In March 2017, the “Action Plan for Promoting the Development of Automotive Power Battery Industry” promulgated by the Chinese government clearly requires that by 2020, the total capacity of China's power battery industry should exceed 100 billion watt-hours, and the scale of production and sales should be more than 40 billion watt-hours. Leading enterprises with international competitiveness
According to the "2018-2023 China Power Battery Industry Market Depth Survey and Investment Prospect Forecast Analysis Report" released by the New World Industrial Research Center, in 2017, China's power battery capacity has exceeded 200GWh, but the overall capacity utilization rate. It is only 40%. In 2017, the Chinese market only consumed 37GWh of power batteries, and the basics used were high-end power batteries. China's power battery industry presents structural overcapacity
There are many power battery companies in China, and the market polarization is obvious. The supply of high-end quality products is insufficient, and the low-end products have excess capacity. In 2015, there were about 150 power battery companies in the country, and there were many small-scale enterprises. Most of them produced low-end battery products. Their technical level could not keep up with the market development. Small power battery companies were gradually eliminated in the competition. . By 2017, the national power battery companies have dropped to around 100. And the leading effect of China's power battery industry began to appear, the market share of the top five power battery companies increased from 61% in 2017 to 71% in 2018. China's power battery industry concentration has begun to increase.
According to new analysts in the industry, China's new energy vehicle industry is developing rapidly. Electric vehicles are a major development direction, and the government is constantly encouraging the development of the industry. With the government's gradual reduction of subsidies for the new energy auto industry, some enterprises with insufficient technology and capital have encountered bottlenecks and began to gradually withdraw from the market. Power battery is the power source of electric vehicles. Its technical level is directly related to the endurance of electric vehicles. Therefore, the demand in the market is basically high-end products, and the competitiveness of low-end products is low. The high-end demand has intensified the elimination speed of the power battery market, which has further increased the concentration of the industry, which is very beneficial to the long-term healthy development of the power battery industry.
