According to incomplete statistics, there are nearly ten news reports on new construction and expansion of new energy automobile industrial parks in May alone. In addition to the information on the opening of the new energy automobile industrial park that has been released since 2015, up to 30 new energy vehicle projects that are intentionally built or under construction across the country can be counted up to 30 billion yuan. Most of these new energy vehicle construction projects exist in the form of “new energy automobile industrial parksâ€, and they are spreading everywhere. The shortage of raw materials accompanying the blowout of the new energy vehicle market has led to the overall rise of supporting industries such as power batteries. In addition, due to the phenomenon of price speculation in the market, raw material prices are climbing, making the upstream industrial chain such as power batteries in a state of excessive prosperity. For a time, what is the driving force behind the enthusiasm for building a new energy automobile industrial park? Is there a hidden danger under the prosperous appearance? The park is on the top Only in the past month or so, news of building new energy automobile industrial parks has sprung up. Recently, the Guangdong Electric Vehicle Chamber of Commerce reached a consensus on cooperation with Shunde and Yingde, and signed the “Framework Cooperation Agreement for the Construction of the First New Energy Electric Vehicle Industrial Park in Guangdongâ€. At the Guangdong Electric Vehicle Business Association Annual Meeting and New Energy Industry Exchange Conference held on May 21, 18 electric vehicle companies signed a letter of intent for investment in the field. Prior to this, on May 17, Jiangxi Province Zhangzhou Economic and Technological Development Zone was awarded the title of “Jiangxi New Energy Vehicle Power Battery Industry Base†by Jiangxi Provincial Industrial and Information Committee. On May 8th, Guizhou Gui'an and Wulong Group held hands and held the signing ceremony of the new energy automobile eco-industrial park... The relevant cases are numerous. According to the National Bureau of Statistics, in April this year, new energy vehicles produced 47,000 vehicles, a year-on-year increase of 135%. From January to April, the automobile investment was 297.9 billion yuan, an increase of 17%, of which private car investment was 233.4 billion yuan, an increase of 23%, accounting for 78% of automobile investment. “In 2015, the growth rate of private enterprise investment was still weaker than that of state-owned enterprises, but the new energy vehicle boom drove the investment of private capital in 2016.†Cui Dongshu, deputy secretary-general of the National Passenger Vehicle Market Information Association, said. “The new energy automobile industrial park belongs to a kind of private investment.†Cui Dongshu told the “China Times†reporter that “the main reason is to take the opportunity to engage in projects and have a tendency to overheat.†Cui Dongshu said that the recent investment in Nanjing Jinlong 80 Billion is a new energy vehicle, indicating that the new energy vehicle project has been sought after by various places. “In 2016, automobile private enterprise investment accounted for 78%, which was 4% higher than last year's 74%. The new energy automobile industry chain has become a new hot spot for private enterprises.†These newly-built new energy automobile industrial parks may be aimed at local governments in stimulating the new energy automobile industry boom and stimulating key investment projects of the local economy; or self-rescue for some enterprises that have entered the “yellow card†warning list of the Ministry of Industry and Information Technology. "Local governments believe that this is an industry trend, mainly due to political performance considerations, which is a normal phenomenon." Industrial Securities (7.560, -0.02, -0.26%) auto industry analyst Wang Guanqiao told this reporter. As early as August 2013, the Ministry of Industry and Information Technology issued the “Notice on Establishing the Exit Mechanism of the Automobile Industry†(hereinafter referred to as the “Noticeâ€), and subsequently publicized the enterprises that did not meet the requirements. According to the requirements of the "Notice", if the assessment criteria are still not met after the rectification, the "Vehicle Manufacturers and Products Announcement" will be suspended and dismissed. Hangzhou Yangtze River Bus Factory, Yunnan Midea Bus Manufacturing Co., Ltd. and Guizhou Bus Manufacturing Plant have all been on the public list. The person in charge of the Gui'an New District project bluntly stated that the development of new energy is a manifestation of the company's self-rescue after being “publicizedâ€. The country's relevant incentive policies have become another major reason for the launch of new energy industry construction projects. According to the current national policy, cities that enter the pilot program of new energy vehicles have certain assessment requirements. If they do not meet the requirements, they will be disqualified from the pilot, and if they meet the requirements, they will be rewarded accordingly. In order to meet the assessment requirements, the enthusiasm of local governments to invest in new energy sources has also been promoted to some extent. Upstream virtual fire is too busy In fact, not only is the new energy industry park rushing to the top, but the supporting power battery projects have also begun to invest in new projects, and the competitive landscape has become increasingly fierce. Before the Beijing Auto Show, the Tianjin Lishen Battery Electric Vehicle Power Battery Expansion Project was officially approved. The expansion project with a total investment of 1.211 billion yuan is expected to be put into operation in 2017. The Guoxuan Hi-Tech composite ternary battery that will be officially produced in the third quarter of this year is mainly for Beiqi New Energy. In addition to the domestic power battery companies have expanded and put into production, battery companies from abroad also focus on the Chinese market. In recent years, international battery giants such as Samsung SDI, LG Chem, SK, and Boston are also in large-scale layout and will be concentrating on mass production. At the same time, Apple, Google, and BAT from the technology field have also stepped into this field. In recent years, the development of power battery related companies has experienced a large ups and downs. “Industry specializing in the production of power batteries has indeed suffered losses in the past few years, mainly because of the large investment in R&D and production of power batteries. At that time, the market did not form and sales were less.†According to China Automotive Technology Research Center, the chief of power battery field Expert Wang Fang said that since the end of 2014, domestic power batteries have been in short supply, and the profitability of power battery companies has improved. The data shows that in 2015, the output and output value of mainstream power battery companies have increased significantly. The overall output of power batteries for the whole year is about 16GWh, estimated by the average unit price of 2.5 yuan/Wh. Last year, China’s power battery market The total output value is about 40 billion yuan, of which the output value of the battery market is about 30 billion yuan. In 2016, the output value of the power battery market including outsourcing business is expected to reach 70 billion, which has stimulated the growth of the power battery industry. The market blowout has caused the supply of raw materials to be in short supply, and the upstream industrial chain of power batteries has begun to enter a state of excessive prosperity. The most obvious performance is the rise in raw material prices. The price of lithium carbonate in the beginning of 2015 was only 40,000 yuan / ton, and by the end of the year has been close to 200,000 yuan / ton, an increase of more than 4 times; and the price of lithium hexafluorophosphate rose from 8-85,000 yuan / ton in 2014 to 2015 The end of the year was 260,000 yuan / ton. “In 2015, the largest revenue in the field of new energy vehicles was battery companies,†said Xu Changming, director of the Information Resource Development Department of the National Information Center. Including Ningde Times New Energy (CATL), Tianjin Lishen, Guangyu Power, Wanxiang, Shenzhen BAK, etc., all of which are in short supply. Faced with such huge profit margins, all the capitals in the market are moving. In addition to some lead-acid battery companies to enter the lithium-ion battery market, such as the Great Southeast (7.770, -0.15, -1.89%), Del Home, Tuobang shares (19.200, -0.03, -0.16%) have never before Companies involved in the lithium battery industry have also raised funds in the capital market to build a production line for lithium-ion power batteries. In addition, a large number of small and medium-sized lithium battery companies are also accelerating their expansion after attracting social capital, hoping to gain more market space. Hidden crisis in the entire industry chain In fact, whether it is a new energy automobile industrial park that blooms everywhere, or a power battery supporting enterprise that has ushered in a new round of production and expansion boom, behind the seemingly prosperous construction enthusiasm, there is a hidden crisis. "According to past experience, when the industry develops rapidly, the company will focus on capacity expansion, but ignore the accumulation and breakthrough of basic technology." Chen Qingtai, chairman of the China Electric Vehicle 100-member Association, was interviewed by this reporter. At the time, bluntly, "even if we exceed the foreign market in terms of market size, it has not exerted force on the technical level." Chen Qingtai described it as "the radish is fast and does not wash the mud." Due to the overheating of the new energy industry, while the original related enterprises have expanded rapidly and even opened up the upstream and downstream, they have also attracted a large number of new enterprises entering this industry. Problems such as mixed resources, weak technical foundation, lack of talented teams, insufficient industry experience, and poor integration of industrial chains are inevitable. Taking the power battery industry as an example, despite the rapid expansion of the industry, the relevant enterprises have achieved rapid growth and profitability. However, due to the weak technical strength, the speculative behavior of taking advantage of the subsidies in the market has objectively exacerbated the outbreak of security incidents. "The problem facing domestic power battery companies in the future is how to avoid low-level redundant construction, comprehensively improve the automation level of the production line, integration and system control capabilities." Liu Xingjiang, chief scientist and researcher-level senior engineer of China Electronics Technology Group, said bluntly. Not only that, overcapacity has almost become a problem that needs to be faced at the same time including the power battery industry and the new energy industry park. In May of this year, the National Development and Reform Commission officially stated the issue of “overcapacity†in the automobile industry. In 2015, the utilization rate of passenger vehicles of 37 major automobile companies (groups) was 81%, the utilization rate of production capacity was reasonable, and the utilization of commercial vehicles was utilized. The rate is 52%, the capacity utilization rate is not sufficient, and the problem of structural overcapacity of automobile production has already appeared. Behind the boom in new energy vehicle investment, the overcapacity problem that may be brought about is also worthy of attention. According to industry insiders, the total capacity of power battery companies in 2016 is about 61GWh. Considering the capacity release process, if the capacity release factor is 0.6, the effective capacity of the power battery market in 2016 can reach 37GWh, according to the forecast market demand. 30GWh calculation, there is a surplus of 7GWh. However, this algorithm has not considered a large number of small and medium-sized lithium battery companies and enterprises that have entered from other industries to invest and increase production capacity. The potential surplus of the power battery market has already existed. Similarly, the problem of overcapacity is also reflected in the new energy vehicle project. Statistics show that the capacity of more than 30 new energy vehicle projects under construction in various regions has reached 3 million, far exceeding the nationally planned requirement for new energy vehicles to reach 2 million vehicles by 2020. If you count the projects that have already been launched in the early years and the projects that are in the pipeline, the overcapacity of new energy vehicles in China will be inevitable in the next few years. Opportunities often coexist with risks, and the golden road that seems to extend to infinity may lead to an abyss. Whether for local political achievements or for self-help, the investment in the entire industrial chain of new energy vehicles should be rationally judged. Mixed Wool Scarf,Wool Blend Scarf,Cashmere Blend Scarf,Thick Wool Scarf Inner Mongolia Jinshitaihua Cashmere Accessories Co.,Ltd , https://www.nmgshineland.com
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The new energy automobile industrial park, which is on the rise, has become the latest phenomenon with the rapid development of new energy vehicles.