A few days ago, the Ministry of Industry and Information Technology announced that from June 21, 2019, the "Automotive Power Battery Industry Specification Conditions" will be officially abolished. At the same time, the first, second, third, and fourth batches specified in the specification conditions The catalog of regulated enterprises will also be abolished at the same time.
With the abolition of the whitelist of power batteries, China's power battery market will enter a new competitive landscape. Domestic brands will be reshuffled intensified, and the layout of foreign brands will accelerate.
At the same time, in the international market, many international car companies have expressed that their electrification plans are restricting battery capacity: Tesla said that due to the shortage of Panasonic batteries, the production of electric vehicles and energy storage systems (Powerwall and PowerPack) has been Sales are restricted; Samsung is unable to meet the battery supply, causing Volkswagen to rebuild the battery factory and find other suppliers...
In the face of increasingly severe competition in the domestic market and strong demand in the international market, domestic power battery companies will also put on an important agenda to explore the international market. Leading companies such as CATL and Funeng Technology have begun to accelerate the pace of overseas plant construction.
Lithium power battery production begins to decrease, investment in hydrogen energy field is hot
Data shows that the cumulative installed capacity of TOP10 power battery companies in May still reached 4.97GWh, accounting for 87.5%, and the “duopoly” pattern of CATL and BYD is prominent. In addition, in the market, due to the impact of the decline of new energy subsidies, the growth rate of new energy vehicle sales has slowed, and power battery companies have also begun to reduce production for the winter.
Of course, lithium batteries for electric forklifts are no exception! Challenges and opportunities coexist for domestic forklift battery industry chain enterprises!
