For excellent battery manufacturers, strive to enter the enterprise catalogue, and strive to maximize the production of power batteries, can obtain higher returns. The original capacity battery was either abandoned or reduced. As a result, the "structural shortage" situation will shift from the field of power batteries to the field of capacity batteries.
Battery capacity adjustment triggering butterfly effect mobile power or affected
For excellent battery manufacturers, strive to enter the enterprise catalogue, and strive to maximize the production of power batteries, can obtain higher returns. The original capacity battery was either abandoned or reduced. As a result, the "structural shortage" situation will shift from the field of power batteries to the field of capacity batteries.
At present, 56 enterprises have been selected according to the "Standard Conditions for Automotive Power Battery Industry". The industry forecasts that the coming "Regulations on New Energy Vehicle Manufacturing Enterprises and Product Access Management (Revised Version)" will most likely require vehicles to enter the "Recommended Catalogue of New Energy Vehicles", and must be matched with the "Automobile Power Battery Industry". The power battery of specification condition can get the corresponding subsidy of national new energy vehicle. Therefore, the supply of power batteries is facing greater challenges, even showing a "structural shortage of supply" situation. The so-called structural shortage of supply is limited by the enterprise's production qualifications, technology and quality, can meet the state's approval and the demand of new energy automobile manufacturers power battery is relatively insufficient. And what kind of butterfly effect will it cause?
Power battery development strong or extrusion energy battery supply
National policy guidance plays an important role in the quality assurance of new energy vehicles, and in the field of battery may be triggered by changes in the market pattern. On the day of the fourth batch of enterprises listed in the Catalogue of Standard Conditions for Automobile Power Storage Battery Industry was published, an analysis and research paper entitled "Catalogue Issue, Ten-fold Space Opening of Ternary Battery Industry" was published. The analysis indicated that the permeability of Ternary Power Battery in the fields of passenger vehicles and logistics vehicles would be affected by both policies and markets. Steadily increasing, the market demand in 2020 is expected to be more than 10 times the growth rate in 2016. The overall capacity of raw materials for the whole battery is relatively fixed in the short term. In response to the explosive demand for power batteries, the market will certainly adopt extrusion capacity batteries as an expedient policy.
For excellent battery manufacturers, strive to enter the enterprise catalogue, and strive to maximize the production of power batteries, can obtain higher returns. The original capacity battery was either abandoned or reduced. As a result, the "structural shortage" situation will shift from the field of power batteries to the field of capacity batteries.
Capacity battery production reduction, mobile power dilemma
Capacity battery is an important component of mobile power supply. The quality of capacity battery determines the quality of mobile power supply. The development of the battery industry itself has the problem of good and bad, when high-quality battery manufacturers will focus on power batteries, the market can provide quality assurance capacity batteries will be relatively reduced. Therefore, on the one hand, high-quality capacity batteries on the market will be in short supply and raise prices; on the other hand, low-quality capacity batteries will seize the opportunity to seize the market, resulting in high-quality capacity batteries for mobile power supply "structural shortage".
Under such circumstances, mobile power companies will face a dilemma. Either choose high-quality capacity batteries to produce mobile power, followed by high costs; or control costs, choose relatively low-quality, low-cost capacity batteries, the result is product quality shrinkage. However, no matter how to choose, it is a kind of pressure for enterprises, or bear the pressure of raising prices to bring market questions, or bear the quality shrinkage caused by the poor evaluation of users. Then, how will the embarrassing market situation faced by mobile power supply enterprises behave in the terminal market price of mobile power supply?
Quality or low price mobile power will polarize now
Market decision-making is free, enterprises will make the best choice according to their own values and development direction in line with their own interests. Therefore, with the change of the trend in the field of battery production, there will be obvious polarization in the mobile power supply industry, that is, the brand mobile power supply insists on the quality of products and chooses high-quality and high-price capacity batteries, and its price will certainly rise; on the other hand, low-quality or even poor-quality mobile power supply will adopt poor-quality capacity. Batteries take advantage of low prices to run the market.
The market is also rational, after a period of industrial pain, poor mobile power will be abandoned by users, quality products will eventually win the market, win the user. Therefore, the choice between quality and price is actually the choice of enterprises for immediate interests and long-term development.