Recently, the most talked about in the industry is the “up and down†situation faced by the price of power battery companies in the industrial chain. The downstream new energy auto companies demanded battery price cuts due to subsidies, and the upstream raw materials rose wildly. The days of the "sandwich layer" are not good. In the era of subsidies after the entry of new energy vehicles, the market is gradually shifting from policy-driven to market-driven. The pressure from the downstream of battery companies is not destined to be reduced. The way to break the bureau is nothing more than open source and throttling, and cost reduction becomes an inevitable choice for solving problems. .
Then, how should the cost drop? Since the release of the subsidy New Deal on December 30, 2016, industry experts and business people have also elaborated on different occasions. Battery China Network takes its essence and shares it with everyone. I hope to help everyone. beneficial.
Method 1: Improve technical level and internal optimization
On March 19th, at the forum on the prospects of the power battery market in the post-subsidy era, Lei Hongyu, deputy secretary-general of the Hubei Automobile Society, said that the new energy vehicle subsidy policy puts higher requirements on the energy density of the battery system. One demands that the future is likely to continue to improve. This requires the power battery companies to fully prepare for the adjustment of their own products and even the technical route, which will certainly involve the transformation of the production line.
The picture shows Lei Hongjun, deputy secretary general of Hubei Automobile Society.
Under certain raw material cost conditions, advances in technology can effectively increase production capacity, thereby increasing revenue, and relatively speaking, a way to reduce costs. For battery companies, especially small and medium-sized battery companies, starting from technology research and development and improving product qualification rate is an effective way to reduce costs.
Method 2: Improve transaction efficiency and reduce transaction costs
Transaction efficiency refers to the speed or efficiency of trading activities (linked to business activities) or business activities (linked to administrative activities) in a regional economy within a certain period of time. Adam Smith was the first to raise questions about the efficiency of business transactions. Today, the efficiency of transactions is still an important factor affecting transaction costs. When talking about ways to reduce costs for battery companies, Lei Hongjun also highlighted the issue of transaction costs. He believes that the high transaction cost is also an important reason for the high cost of power battery companies.
The picture shows the former general manager of Beiqi New Energy, Yuan Chengzhen
So, how to improve the efficiency of trading? Beiqi New Energy Deputy General Manager Yuan Chenghao redefines the core competitiveness of new energy vehicles. He believes that new energy vehicles must not only have core technologies, but also have corresponding business models. Material companies, battery companies, new energy vehicle companies and downstream charging facilities supporting enterprises must form an alliance, establish an ecological circle, form a closed loop, and reduce internal transaction costs by improving internal transaction efficiency. This is also a good choice for battery companies.
Method 3: Expand production scale
In the reality of a structural overcapacity in battery capacity, power battery companies with high-end production capacity can achieve cost reduction through mass production. In the case of Tesla , the Gigafactory plant was mainly built to produce lower-cost power batteries for future electric vehicles . With mass production, Tesla may reduce battery costs by at least a third.
The picture shows the chairman of the Power Battery Application Branch and the president of Tianjin Lishen Battery Co., Ltd. Qin Xingcai
Small and medium-sized enterprises with low-end production capacity cannot be blindly expanded. If the quality of the battery product is not improved and the market demand cannot be met, the more production, the more resources are wasted. How to control the blind production of low-end production capacity? Qin Xingcai, chairman of the Power Battery Application Branch of China Chemical and Physical Power Industry Association and president of Tianjin Lishen Battery Co., Ltd., believes that the production of power battery companies is a market behavior, so it is mainly needed The market adjusts itself, and the power battery companies must invest rationally, and they must be able to withstand loneliness and practice internal strength.
Method 4: Policies must be coherent and less intervention
The stability of the policy is of utmost importance to the enterprise. Every change in the policy is a one-size-fits-all move. The increase in costs due to policies cannot be ignored.
The picture shows Wen Yibo, chairman of Thornton New Energy Technology Co., Ltd.
Wen Yibo, chairman of Thornton New Energy Technology Co., Ltd., is deeply touched by this. He told Battery China that Tseng New Energy intends to import battery production equipment from Germany, Japan and other countries because the equipment cycle from abroad is too long. The domestic battery production line update iteration speed is too fast, so I have to give up. The iterative cycle of power battery production equipment is short, which also causes a large amount of capital investment. The iterative acceleration of the battery production line, in addition to technological advancement and market demand, there is also a reason that the policy requirements for the performance of battery products are constantly changing, the production line has just been built, the policy winds have changed, and the power battery companies are very embarrassing. It is easy to update the iteration of the battery production line. In addition to paying the real money, it takes a long time to recover the cost.
Regarding the power battery industry policy, Liu Yanlong, secretary general of the China Chemical and Physical Power Industry Association, also believes that the power battery industry has been greatly affected by the policy in recent years, and the policy should be consistent. Indeed, the policy has less intervention for power battery companies, and companies are more energetic.
Method 5: Suppress raw material speculation and speculation
The rise in the price of power battery raw materials has made battery companies miserable. In addition to the downstream markets such as batteries and new energy vehicles, some companies are an important reason for speculation and speculation of raw materials. Let the supply and demand of the raw materials market determine its price, rather than malicious speculation to raise prices, reducing the production costs that power battery companies could have avoided. The policies of the relevant departments should be more intervention in the speculation of raw materials, so that the raw material supply market will be healthy and benign.
In response to illegal speculation and speculation of raw materials, there is also a way to establish a battery alliance, and companies within the alliance take concerted action to let illegal speculators lose the soil for survival.
In short, in the “post-subsidy†era of new energy vehicles, how to avoid being eliminated in the tide of reshuffle, how to maintain advantages in the fierce market competition, and reduce costs have become the only way for battery companies to survive and develop. To reduce battery production costs, it is necessary not only to improve the technical level and product cost performance, to expand production scale, to curb raw material speculation, but also to improve transaction efficiency and reduce transaction costs. It must be emphasized that if the battery policy is more coherent and less unnecessary intervention, then the battery company will pay less policy cost and more vitality.
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