According to industry analysts, this year affected by policies, new energy battery and other industrial chains have also been affected, but in the long run, the industry is still full of confidence in the new energy industry, so this year's investment boom continued last year.
Power Battery
In 2016, BYD, CITIC Guoan Mengguli, Yiwei Lithium and many other new energy companies all have expansion operations to cope with rising demand, and the return on investment of power batteries is also more dazzling.
At the same time, this year's new energy policy has also focused on subsidies and battery production, etc. The refinement of the rules has also put forward many requirements for the power battery industry. Under this trend, substandard products that follow the trend of investment will face more brutal market competition.
Unprecedented investment
Since the beginning of this year, sales of new energy vehicles have been greatly affected, along with the investigation and suspension of subsidy. In September, the China Automobile Association has adjusted its annual sales forecast to 700,000 units from the previous 700,000 to 500,000. The latest data shows that the cumulative sales in the first 10 months were 337,000.
An insider of a battery company said, "This year, affected by the policy, the battery manufacturers shipped as much as expected, but the investment boom continues."
According to incomplete statistics, the BYD Qinghai lithium battery project and the production and recovery of power battery materials were started at the end of October; in June, Ngali and Tianjin signed a battery project investment agreement; Yi Wei Lithium power battery capacity is rapidly expanding, the second phase of planning The construction of 2.5GWh ternary and 0.7GWh lithium iron phosphate is expected to start production in the first quarter of 2017.
According to statistics released by the Zero2IPO Research Center in the third quarter of 2016, the total investment in the automotive industry in the third quarter grew rapidly, ranking third in the industry, reaching 10.742 billion yuan. Among them, new energy vehicles, automotive parts manufacturing and automotive Internet platforms are hot investment areas in the automotive industry.
Wang Zhikuo, the project manager of the marketing department of Nguli, also stated that “the industry as a whole is still optimistic about the future trend of new energy, so we are investing more to prepare for future demand. From July onwards, although the policy is not yet clear, many The bus and passenger car companies have resumed their orders, and Ngali has entered full-load operation."
At the same time, the investment income of power batteries is also considerable. For example, in the third quarterly report, the company’s third-quarter report shows that the company achieved operating income of 627 million yuan in the third quarter, an increase of 86.21% year-on-year, an increase of 43.87% compared to the second quarter; and a net profit attributable to shareholders of the listed company of 69.8 million yuan. , an increase of 118.28% year-on-year, an increase of 36.01%.
Entering the phase of industrial elimination
Like new energy vehicles, the development of new energy supply chains has only been a few short years, relying mainly on policies and capital-driven rapid development. After large-scale capital entry, the industry has developed the survival of the fittest after a period of time.
The research report released by the China Investment Advisor “Status Analysis of the Power Battery Market in the Upstream of the New Energy Automobile Industry Chain†shows that in 2015, there were more than 20 complete vehicles, power batteries and other related companies planning or have already put into production the power battery and the upstream raw material field. Then billions of dollars, and more than ten billion yuan. The investment boom in the new energy industry chain has reached a very high level in 2015.
Behind this investment boom, there have also been many problems. For example, after a large number of charging piles have undergone initial large-scale construction and enclosures, this year began to appear waste piles, waste, low utilization rate; and power battery companies after a few this year The next policy adjustment will face more restrictions on detailed rules.
Regarding policy adjustments, Wang Zhikuo said, “The battery industry has been affected by the policy too much and it has affected the whole body. At present, the new subsidy policy has not yet been confirmed. There are many opinions among the companies, and everyone is still watching.â€
In terms of detailed rules, in March this year, the Ministry of Industry and Information Technology formally released the “Regulations for Automotive Power Battery Industryâ€, and the new energy vehicle promotion catalog is bundled with the “Automotive Battery Regulatory Industry Specificationâ€, that is, the use of battery new energy automotive products that do not enter the catalog. There is no subsidy, and although it is later shown that it is not a simple “linkâ€, there are still many restrictions.
The “Analysis and Tips for the Development of New Energy Vehicle Industry†issued by China Railway Research in July showed that in terms of power batteries, there are about 200 power battery production monomer companies and more than 300 system companies in the domestic new energy auto companies, but as of the end In June of this year, only 57 companies entered the list in four batches.
Wang Bing-gang, former leader of the National New Energy Automotive Technology Innovation Engineering Expert Group, said in an interview with reporters that “the current domestic battery companies are not too few, but too many.†It can be imagined that with the further refinement and adjustment of the rules in the future, Power battery manufacturers will face further reshuffle.
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