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Mobile WebSiteSupport policies to increase confidence in expanding production
On April 23, the four ministries and commissions issued the latest subsidy policy. New energy passenger cars will be refunded 10% in 20 years, 21-22
Refund 20% / 30% each year; Cars in the public domain will not retire in 20 years, 10% / 20% respectively in 21-22
The purchase tax exemption policy for new energy vehicles was extended to the end of 2022. The implementation of the support subsidy policy has given a shot of centering for the entire industry. After the implementation of the policy, downstream battery factories will have more confidence in the demand for the next year, and further drive expansion to meet the demand for the next year.
Expansion of battery factory, entering the industry turning point
Capacity supply does not match actual market demand
Compared with traditional infrastructure, the biggest difference lies in the characteristics of the digital economy. If traditional infrastructure is an important means to promote social production and improve people's living standards, then new infrastructure is focused on highlighting the new direction of industrial transformation and upgrading. Accelerate the general trend of high-end industrial development.
At this stage, the lithium battery industry has entered a critical period of industrial construction and promotion and application, but the overall development of China's power battery is still in its infancy, and there are still problems such as insufficient effective capacity, over-dispersion, and lack of scale. The difficult problems restrict the pace of rapid development of the industry. Therefore, in the future, we will face the problem of the mismatch between the effective capacity supply and the actual market demand.
