Changes in the pattern of blowout batteries in the power market affect mobile power companies
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Author:pmo7c9316
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Published time: 2020-02-28
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The battery pattern changes in the power battery market. Mobile power supply companies may be affected: When high-quality battery production companies shift their focus to power batteries, the market can provide batteries with quality assurance and capacity will be relatively reduced. Therefore, on the one hand, high-quality capacity batteries on the market will raise prices due to shortage of supply; on the other hand, low-quality capacity batteries will also seize the opportunity to seize the market, resulting in high-capacity batteries for the "structural shortage" of mobile power supply.
For an excellent battery cell manufacturer, strive to enter the enterprise directory, and strive to maximize the production of power batteries, you can get higher profits. The original capacity battery production was either abandoned or reduced. Therefore, the final result is that the "structural supply is in short supply" situation will be transferred from the field of power batteries to the field of capacity batteries.
At present, 56 companies have been selected in the "Regulations for Automotive Power Battery Industry", and the industry predicts that the upcoming "Energy Management Rules for New Energy Vehicle Manufacturing Enterprises and Products (Revised Edition)" is likely to require entry into the "Recommended Catalog of New Energy Vehicles" "Models must be equipped with power batteries that meet the" Automotive Battery Industry Standard Conditions "in order to receive the corresponding national subsidies for new energy vehicles. The supply of power batteries is therefore facing greater challenges, even showing a "structural supply in short supply" situation. The so-called structural shortage is limited by the company's production qualification, technology and quality, and it is relatively inadequate to meet the national recognition and the needs of new energy vehicle production companies. And what kind of butterfly effect will this trigger?
