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The power battery industry in 2020Sugar daddy is full of opportunities and challenges, and the global competition is upgraded step by step. Products, technology, production capacity, capital, supply chains, etc. will become the power battery rescue station. The doors are narrow and old, and the inside is deserted. The company competition behind the service station is Manila escort to seize the key to the future market.
For the global power battery industry, there have been many changes in 2020.
(Source: WeChat Public High-tech Steel Electric; ID: weixin-gg-lb; Author: Wei Wenzhu)
From the international market, 2Sugar daddyIn 2020, the tide of electricity in Europe is accelerating and opening the European power battery capacity expansion competition. Europe has become a new base for global power battery capacity construction, and the competition in the European market has increased rapidly.
The new infrastructure of European power battery has also attracted a number of Chinese steel power information and equipment companies to enter Europe, providing nearby supporting services for its European customers. Chinese steel power chain companies have become a trend for overseas travel.
Affected by the significant growth of the European electric vehicle market, the global ranking of power battery devices has also changed in 2020, and Korean battery companies are developing rapidly. But at the same time, the recall of the main models of international car companies has also brought Korean battery companies into the debate whirlpool.
As the above series of changes, the global power battery market competition is entering a new stage, and Chinese power battery companies must comprehensively promote their comprehensive competition capabilities, go out of the country to compete with the international battery giants.
From the domestic market, China’s power battery industry has also undergone many changes in market, technology, capital, business forms, etc. in 2020.
In terms of the market, the domestic power battery market competition has further increased the drama, with strong monthly installation rankings, external battery gains have entered the top ten, and the second and third-line battery companies have further increased the market space of second and third-line battery companies.
However, other detailed markets including electric things, electric two-wheeled vehicles, 5G base stations, electric ships and other products have opened another window for many battery companies.
In terms of technology, LFP batteries in 2020 are popular in new power passenger cars and other detailed markets, and are given to LFP battery companiesThe business provides the outstanding development opportunities. In addition, many cameras including CTP, blades, incapacity and other cameras are in line with those people. The emergence of innovative technologies is also helping the new power automobile market transform from policy promotion to market demand.
In terms of capital, the wave of IPOs for steel electric power companies has emerged in 2020. The registration and opening of science and technology boards and the opening of the innovation board have attracted a large number of IPOs to intensively go to IPOs. This confession has made many IPOs urgently in need of internal funds to be repaid.
The above changes reveal that the domestic power battery competition format has changed significantly compared with before, the industry has accelerated its reshuffle, and the market competition has further increased. Foreign power battery companies will face greater competitive pressures and challenges.
Overall, the dynamic battery industry will be on the rise and fall in 2020, full of opportunities and challenges, and the global competition will be upgraded step by step. I won’t miss you. “Products, technology, production capacity, capital, supply chains, etc. will become the key to the dynamic battery companies’ competition for the future market.
Standing at the end of the 10 years of development of China’s dynamic battery industry, we hope that the next 10 years will come, the electricians need to set their original aspirations, cultivate their internal skills, survive the cold winter, and welcome the future.
In this regard, Gaogong Steel Electric has sorted out and analyzed the 10 major trends of the power battery industry in 2020, hoping to help industry insiders see clearly the development of the industry, and also provide certain internal references for the company’s next strategy adjustment and order. Let’s look at the following:
Phospicy steel battery passenger car supporting temperature increase
Under the dual influence of replenishment, LFP battery has become active in the new dynamic passenger car field in 2020 with its advantages in capital and safety.
In China, GGII statistical data shows that the power of LFP batteries in the passenger car industry from January to September 2020 has exceeded the entire year of previous years, and it is important to be driven by the growth of the sales of popular cars such as supporting LFP batteries.
Household manufacturers including Biadi, Tesla, Beijing Sugar daddyChina Automobile, Changcheng, Dongfeng, SAIC, Chery, Changan, JAC, and Co., Ltd. have released the LFP version of the main car models in 2020, and it is expected that more host manufacturers will release LFP passenger cars in the later stage.
In the international market, international host factories including Tesla and the majority may have batch-installed domestic LFP batteries, or have entered the Chinese LFP battery companies and cooperated to develop LFP models. More international hosts may be able to guide LFP batteries in the later stage.
LFP batteries return to China’s new power passenger car market and international host factories have begun to guide LFP batteries. The logic behind it is the host factory to advanceThe step of reducing cost and safety is a favorable condition for LFP batteries to emerge in the new power passenger car sector.
In addition, international car companies are becoming more interested in LFP batteries, and the LFP technology route that expresses Chinese characteristics is breaking the long-term situation of ternary batteries playing a unique role in the global market. This provides a development opportunity for Chinese battery companies with focus competition advantages in the LFP battery field to enter the international market.
New Opportunity to Open up Steel Battery in the New Application Market
In 2020, many new markets extended “olive branches” to Steel Battery, and a large number of Steel Battery companies have turned their backs and actively expanded the new application market that does not rely on supplementary products.
Thanks to the continuous decline in capital and technological breakthroughs, steel batteries are beginning to be applied and replaced on a wider application layer. Electric light vehicles, 5G base stations, 48V, electric power, ships, AGVs, engineering machinery (AGVs, forklifts, mines), aircraft and other fields are accelerating the penetration of steel batteries, attracting a large number of battery companies to enter the field.
Behind the rapid expansion of steel battery companies in the market, the dynamic battery market competition is increasingly fierce, the market concentration continues to decline, and product prices and gross profit margins have declined sharply, resulting in a large number of battery companies that have come from digital, acid, energy storage and even cross-border areas to move in the dynamic market, and urgently need to find new market opportunities.
The new market is divided into market growth, product price and payment conditions that can be viewed in the market, and other factors that are more popular are just becoming the new market choices for many steel battery companies.
For example, the “deck-remodeled” of electric two-wheeled electric vehicles under the new national standard is placing the visible demand space for the steel battery market, and even attracting the introduction of power battery companies including Ningde era, Biadi, Guohua Hi-Tech, Lishen Battery, and Iron-Energy.
In the field of electric power batteries, the international electric power battery giant is accelerating the advancement of domestic steel batteries. Tianling Power, Xinli Dielectric Energy, Haisida and others have taken the lead in taking the market.
From the overall perspective, other detailed areas including electric things, 5G base station power supply, electric two-wheeled vehicles, electric ships, engineering machinery, TWS, electronic smoke, 48V and other areas have opened up a new market space for the steel battery. The market development of the above-mentioned areas will also be provided to enterprises in various sub-sectors in the Steel Electric Industry LinkMultiple development opportunities.
Celsius Electric Power Enterprises Collectively Excited IPO
As we move into 2020, the China Celsius Electric Power Industry Link IPO competition was slightly affected, and new players were constantly emerging.
In the incomplete statistics of high-tech steel and electrical engineering, from 2019 to the present, there are nearly 40 steel and electrical enterprises that have IPOed on the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of the IPO of TC:
本帖Z後由 自得小奶喵 於 2020-03-11 20:39 編纂 
