[New Energy Vehicles] “Running with 1,000 sails†competes with time and accelerates the construction of industrial ecological chains During the “13th Five-Year Plan†period, the new energy automobile industry ushered in the golden period of development, and capital surges have aggravated market collisions. On the other side, shuffling has become a catalyst for accelerating the construction of an industrial ecological chain. Coupled with the in-depth radiation of new-generation technology, the new energy auto industry has reached an important node in reshaping.
May 18th, 2018 morning newspaper, Canadian fertilizer company Nutrien released a news that on May 17th with China's lithium giant Tianqi lithium industry signed the transfer of Chile's largest lithium producer SQM about 24% stake agreement, the total amount involved 259 Billion yuan.
Although only SQM's Class A shares, Tianqi Lithium's president still said publicly that "Tian Qi Lithium shareholders will benefit from this transaction." In fact, as the largest supplier of core materials for lithium new energy in China, Tianqi Lithium's move has triggered a lot of hot debates.
From a variety of perspectives, the reshuffle in the field of new energy vehicles has had a very wide range of impacts, ranging from raw materials, medium to lithium batteries, down to vehicle manufacturing, and the smell of smoke is getting stronger. This is also one of the three major factors affecting the pattern of China's new energy auto industry. For those who have expanded their capabilities, they have added business segments and precision-enhanced segments.
M & A hot, "thousands sail competing" and the race
If Tianqi Lithium's acquisition of SQM's shares is considered a "reinforcing" M&A model, then Gree Group intends to acquire 20% of Changyuan Group's shares, which can basically be attributed to "cross-border" mergers and acquisitions. Listed.
According to the latest news, Gree Group has submitted a purchase application to the Shanghai Stock Exchange, and the purchase price is expected to be more than 5.2 billion yuan. Changyuan Group's current main business includes lithium battery separators, lithium-ion battery electrolyte additives and other electric vehicle related materials.
According to industry analysis, Gree Group's move has made it clear that it intends to further its layout in the area of ​​new energy vehicles. With a small view, the capital boom in the field of new energy vehicles indicates that no matter which starting line, no matter which direction to take, the competition for grabbing time, competing for resources, and occupying high places will continue for a long time.
“Shang Xia†Flying Together, Accelerating the Construction of Industrial Ecological Chain
It is against this background that high-intensity competitive pressures have in turn promoted the construction of the “upper-middle-down†tourism industry chain in the new energy vehicle sector. Without an ecosystem, there is no competitiveness. The car companies may choose to control multiple sectors as a whole, or choose to join forces, or choose technology to increase their shareholding. The growth of various related industries is obvious to all.
Taking the installation of power battery capacity in April 2018 as an example, the total installed capacity exceeded 3.7GWh, an increase of more than 300% compared with the same period of last year, which is very impressive. Lithium iron phosphate batteries, ternary batteries, and lithium manganate batteries all have a share, and the industry concentration has further increased. It can be seen that the ecological system is gradually improving.
In addition, in April, the charging pile data also received good news. According to the results released by the China Charging Federation, public charging piles have increased by more than 62% from last month. From the point of view of technology and operation, fast charging technology has become more and more mature, charging time is getting shorter and shorter, and the use rate of charging piles is getting higher and higher, all of which will help to fill in the most important part of the ecological chain.
As for vehicle manufacturing, it has been a long time since the industry chain was moving. The layout of car companies has already begun, from the well-known sports car brands Porsche, Jaguar, to the famous car manufacturers Nissan, Volkswagen, General Motors, and then to the new car forces Weilai, Weimar, etc., can not avoid joining the new energy war situation.
High-tech integration, "new energy +" embarked on the forefront of the times
As the market heat rises, the intensity of competition will naturally rise; and the improvement of the industrial chain and ecosystem will be the only way for the rise of the industry and sustainable development. Apart from these two factors, the impact of high technology on the new energy automotive industry is also a significant factor in the "changes."
Advancement requires impetus, and new energy vehicles are subject to policy guidance and market care, followed by a new generation of high-tech baptism. The trend of platformization, modularization, and lightweighting is irresistible; intelligence, integration, and systemization open up the future; and the trend of network integration, sharing, and dataization is on the rise.
In this wave of tides, the change is a move that pushes the boat in the water. There is a clearer struggle label for seeking survival, seeking newness, and seeking differences. As a result, the reform of the new energy auto industry has added another reason to “have to†and accelerated the exploration phase of planning-practice-re-planning.
2018, "year of kinetic energy conversion", this name has its own profound meaning. The layout of the time is very many, the layout of the key nodes are not many, standing at the crossroads of development, the new energy auto industry structure is the time to change, but also have to be unchanged.
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