The magic weapon for Ni-MH batteriescompanies to break through is to develop high-performance power batteries

　　The automobile industry is undergoing a huge change as new energy sources replace fuel. Xi Jinping once said that new energy vehicles are the only way for my country to move from a big automobile country to a powerful automobile country. This is a strong and stable support signal for new energy vehicles from the national level. In recent years, the rapid development of new energy vehicles also confirms that a great change in the replacement of old with new is brewing. Nowadays, with the development of the industrial chain, against the backdrop of rising production and sales of new energy vehicles and rising prices of upstream raw materials, midstream Ni-MH batteriescompanies are facing a "shuffle" in the industry.

　　As the driving force behind the development of new energy vehicles, lithium batteries can be said to be a "must-have" for global new energy vehicle companies. So, where will Ni-MH batteriescompanies compete for in the future?

　　Policies encourage the application of high-performance power batteries

　　Recently, a large number of companies in the new energy industry chain have announced their 2017 performance forecasts. The skyrocketing prices of raw materials such as upstream lithium and cobalt and the growth rate of corporate performance are obvious to all. The price of lithium has increased from US$134/ton in January 2016 to US$134/ton in January this year. 290 US dollars/ton, and the price of cobalt is as high as 600,000 yuan/ton. There is basically no price in the country.

　　Compared with the bright data of upstream cathode materials, equipment manufacturing, and cobalt-lithium metal companies, the performance of battery companies is bleak. The net profits of battery companies such as Mengshi Technology and Guoxuan High-Tech in 2017 have declined to varying degrees compared with last year. decline. Since the beginning of this year, the price of lithium batteries has plummeted by 21% to 29%, and the price of ternary batteries has also dropped by about 8% to 15%, shrinking the profit margins of battery companies. Such a huge contrast puts battery companies in a worrying situation. Some analysts predict that small and micro companies with unsatisfactory performance will exit the market in the future.

　　In February this year, the "Notice on Adjusting and Improving Fiscal Subsidy Policies for the Promotion and Application of New Energy Vehicles" proposed to further increase the energy density threshold requirements for pure electric passenger cars, non-fast-charging pure electric buses, and special-purpose vehicle power battery systems, and encourage high-performance Power battery application; Set up a subsidy transition period, and the deadline is extended to June 11. New energy passenger cars and new energy buses licensed during the transition period shall be in accordance with the "Adjustment of New Energy Resources by the Development and Reform Commission of the Ministry of Finance, Science and Technology, Ministry of Industry and Information Technology" "Notice on Fiscal Subsidy Policies for Automobile Promotion and Application" corresponds to the standard subsidy of 0.7 times, new energy trucks and special vehicles are subsidized at 0.4 times, and the subsidy standard for fuel cell vehicles remains unchanged.

　　In this regard, higher requirements will be placed on the product performance of power battery manufacturers in the future. Previously, the "Action Plan to Promote the Development of the Automobile Power Battery Industry" proposed that by 2020, the specific energy of a new lithium-ion power battery cell should exceed 300wh/Kg; by 2025, the specific energy of a new system power battery cell should reach 500wh/Kg.

　　The "Proposal" points out that to achieve this target, companies must strengthen technology research and development and move from low-end production capacity to high-end production capacity. They need to invest a large amount of manpower and material resources continuously and overcome many technical difficulties. The demand for funds will also be huge.

　　High-performance power battery becomes an important weapon of the country

　　In the past, under the policy dividend, a large number of small and medium-sized battery companies rushed to pursue production and neglected quality, which led to the prominent problem of insufficient high-end production capacity and overcapacity of low-end power batteries, causing structural excess in my country. As competition intensifies, companies with backward technology and substandard quality will be eliminated from the market.

　　Technological progress will lead to improvements in battery energy density and indirectly reduce battery costs. Compared with Japanese and Korean companies, my country's battery technology is still relatively backward, and there is still room for significant improvement in the core technology of power batteries. For battery companies, only by strengthening technology research and development, creating high-performance batteries and improving market competitiveness can they stand out in the international arena. In the past, some Korean companies that adopted a low-price strategy to compete with CATL had no major breakthroughs in technology, but were surpassed by CATL with technological breakthroughs and achieved rapid growth. They are widely considered to be the leading power battery companies in the industry. of “unicorn” companies.

　　"Unicorn" companies are the investment direction most favored by national institutions and investors this year. The China Securities Regulatory Commission announced on the evening of March 8 that Foxconn Industrial Internet Co., Ltd. had passed the initial public offering. From the filing of IPO materials on February 1 to the meeting on March 8, Foxconn only took 20 working days, setting a record for the fastest IPO in the history of A-shares. Yaoshi Technology had the shortest queue time last year at 194 days. This means that the country’s firm attitude towards developing the new economy highlights its support for “big powers with important weapons”. The "Foxconn Index Concept" surged 24% last week, which shows that investors are pursuing "unicorns". Tianhua Super Clean, which has a shareholding relationship with CATL, also performed very well last week.

　　In the development context where the "unicorn" concept is favored by the market and relevant departments, judging from the development trends of Ni-MH batteriescompanies represented by CATL, high-performance and high-safety power batteries are still the high ground for manufacturers and a breakthrough for companies. The magic weapon for double-teaming upstream and downstream.

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