Lead-acid battery has "winter" difficulty, and lithium battery becomes the trend

The slump in global commodity markets, coupled with a clampdown on environmental policies and falling demand, has sent the industry's big brother, lead batteries, into a downward spiral. In the lead battery continues to be weak, the relevant national authorities issued a decision, from January 1, 2016 on the lead battery levy of 4%. Let the personage inside course of study not by call directly: "severe winter" as before, difficulty comes again, the collect of consumption tax makes the development of lead accumulator more difficult.

One side is cold and the other is warm. The positive development of the new energy market provides an opportunity for the battery industry to transform to high-end power batteries. However, will the excess capacity of lead batteries be repeated during the period of vigorous development? To this, the reporter undertook relevant investigation.

'severe winter' continues to cause deep 'anemia' in battery industry

In the battery market in Zhengzhou, the cold weather let the cold market is even more cold as "ice cave". Seven or eight years ago by acting lead battery and made a fortune luo jining looked at this year's books, said the battery market in recent years has been bad.

The reporter visits accumulator retail market discovery, although Henan is electric car sale big province, but the price of lead accumulator and market however hard "compare shoulder". Luo jiening said the origin of the price war goes back to the 2011 national special environmental protection activities, when the investigation of lead battery enterprises, the country closed more than 500, shut down more than 400, forming a period of battery shortage. Spurred by this, some large enterprises have rapidly expanded their production capacity through mergers and acquisitions, outsourcing and other forms, resulting in the current overcapacity and oversupply. Therefore, in order to sell inventory batteries, the price war has become a promotional tool.

On accumulator market, the reporter sees, advocate the price drop of the lead accumulator of sale is very big, compare with historical high position, drop nearly 200 yuan. A super power battery agent said, recently a group of 48V12A lead battery selling price for 240 yuan, 48V20A lead battery selling price for 440 yuan, although received notice that this month on the 9th to increase prices for 280 yuan and 480 yuan, but with 430 yuan and 600 yuan selling price, is really hard to compare.

It is understood that as two leading enterprises in the industry, tianneng and chaowei group account for 80% of the national battery market share. Up to now, they have lost 300 million yuan and 28 million yuan respectively, accounting for 31.75% of the total industry loss.

Xu guanhui, sales manager of Anyang power battery co LTD, said that the short-term price war can benefit consumers directly, but in the long run, the price is approaching the cost, enterprises will not profit.

Consumption tax to kill the last straw enterprises?

The "severe winter" still remains, and the difficulties have come again. The 4% consumption tax on batteries, which has worried many in the industry, will be imposed from January 1, 2016. This makes the lead-acid battery industry, already in the "severe winter", more difficult to develop. According to hui guanhui, lead battery industry in addition to a small number of enterprises and small profit, and small profit is only 1% to 3%, most of the general loss is still in the case of the levy of consumption tax for the original struggling battery enterprises, is undoubtedly a shock.

It is reported that the national output value of more than 5 million yuan of lead battery production enterprises about 200, small profit enterprises accounted for 32% of the industry, its profit margin of 1%-2.5%; 136 enterprises, accounting for 68% of the industry, lost a total of 1.05 billion yuan.

With luo jining's words, at present the market is weak, itself is the buyer to say, the customer try every means to "bargain", manufacturers and dealers have returned to the situation can no longer return. Therefore, at present, it is difficult to transfer the collection of consumption tax to consumers, and ultimately enterprises and dealers to bear.

Accordingly, personage inside a few course of study predicts, consumption tax once begin levy, will reduce original advantage, produce "butterfly effect", drive industry competition, accelerate industry shuffle, become the last straw that presses dead lead accumulator industry.

New opportunities for transformation or entering the next "vicious circle" of overcapacity

"The profit of lead storage is low, lithium battery is the trend," this has become the battery industry consensus. As the "big brother" of the battery industry, Tianneng and chaowei affect the "nerve" of the whole industry with their every move. While the two companies are engaged in a price war in lead-acid batteries, they are also engaged in a new round of competition in lithium batteries.

It is reported that the group issued a notice that plans to spin off the lithium battery project on the market. Zhang tianren, chairman of the board of directors of tianneng power group, said recently that the group is focusing on the development of its lithium battery business and will add four new production lines in the future.

In the field of lead battery and can compete with the super power is not weak, also in the new energy lithium battery layout, super power group has three lithium ion battery project under construction at the same time. At the same time, the company speeds up the innovation and research and development of the core technology, and last year established Henan chaowei positive effect power supply co., LTD., specializing in the development and production of automotive start-stop battery.

In addition, due to the emergence of new energy vehicles, the battery field has become a new battlefield in the capital market competition. According to incomplete statistics, as of September this year, there are 21 listed companies including shanshan shares, dawn shares, byd spent about more than 60 billion yuan, layout lithium battery market.

Some industry insiders bluntly, new energy vehicles and other technical products have not yet large-scale popularization, but its related lithium battery industry has been roaring ahead, greatly expanded, the potential of overcapacity has emerged.

"Eat dry extract net" raise resource utilization rate square is outlet

There are opportunities and problems. Battery as a renewable resource, its recycling and reuse has been an indispensable link in the circulation link, and, coupled with the promotion of new energy battery, the future battery industry will face a large-scale recycling problem.

According to relevant statistics, the accumulative scrap amount of vehicle power batteries in 2015 was about 20,000-40,000 tons. By 2020, China's vehicle power battery scrap volume will reach 120,000 to 170,000 tons. Therefore, battery recycling and reuse has become a problem that can not be ignored.

Recycling and reusing batteries is not a simple process, said zhao zhibo, business manager of Henan zhonglian renewable resources co., LTD. Special materials have to go through complicated procedures to be extracted again. For the battery industry, the future is to develop in the direction of environmental protection and green, and enterprises actively establish a reasonable recycling mechanism, improve the effective use of resources, can greatly reduce the production cost of enterprises, improve the profitability of enterprises.

The page contains the contents of the machine translation.