Documentation: east
Addendum
In 2023, all walks of life began a new cycle of development following the outbreak. However, the new energy vehicles that continued to operate smoothly during the outbreak were less than satisfactory last month.
01
Power batteries or surplus production
According to MIA, in the 13 months from January last year to January of this year, the distribution of our new energy vehicles has gradually slowed down over the same changes, especially from the beginning of the second half of last year, when the volume of sales has changed rapidly over the month, and even in August, when there was a clear yield greater than sales, that is, supply greater than demand. This year, in January, has been marked by a sharp fall in the growth rate, which, for the first time in the past two years, was negative, with only 4255,000 yields and 408,000 sales.
Data sources: China
In January 2023, a total of 35.4 million enterprises with a new energy vehicle sales volume of 10, with the exception of Tetrala, experienced a decline in sales of different ranges, including the difficulty of branding Biyadi in the current market.
Data sources: CIA, publicly available data on networks, 壹
However, in stark contrast, the madness of the power battery has increased.
Also in January, a number of enterprises had announced expansion plans for power, storage and power cells, with investments of nearly $10 billion, bringing together 269 GWh, exceeding the combined production volume of the first half of the year (206.4 GWh), almost covering the domestic demand for motor vehicle loads last year (294.6 GWh).
Data sources: Chinese automobiles, publicly available data on the network, 壹 DU
With regard to the major reversal of the supply and demand of power cells, many industry professionals have shown fears and panic of future excess power battery production.
As early as April last year, at the China Electricity Association Forum, Professor Ouhamed High, a member of the Chinese Academy of Sciences, Professor of the University of Chianghua, forecasts the distribution of my country’s battery, with a projected production capacity of 1,500 GWh in 2023, 3000 GWh in 2025, 1,200 GWh in 2025 and approximately 0.7-0.8:0.3-0.2 in the country and abroad, it is expected that there will be a problem of overproduction of batteries in 2025.
In addition to this, at the meeting of the Générale, the Under-Secretary-General of the China Association for the Innovation of the Motor-Industry Industries, the Royal Winter, also forecasts the new energy automobile industry and the power battery production, which is expected to decline rapidly in the number of new Chinese-owned energy vehicles in 2023, with the release of the new production of the power battery enterprise, which eventually led to oversupply of the power battery.
February
“What is thermal power battery?
The power battery industry is in a fast-growing period, especially since new energy-related policies and enterprises in the country have developed well over the past 10 years. It is not possible to avoid strong market competition and poor performance, since all enterprises want to improve market ownership through mad expansion, guaranteeing their pre-emptive advantages and scale effects. In response, all parties showed enthusiasm in the power cell industry.
The first is the start of battery production at the main machine plant, which was just presented in November last year. The expansion of the long-run automotive cell industry, the former head of the bee-energy energy sector, is now seen as an indication of the efficiency gains that the long-run car hopes to achieve through “self-distribution, internal settlement”.
The IBC energy equity book shows that in the first half of 2022, 6.99 GWh was produced, 4.26 GWh was produced, and 3.33 GWh was distributed, providing more than 80 per cent of long-run vehicles. Methane energy also indicates that 47.41 GWh will be available and planned to be upgraded to 600 GWh in 2025 upon completion of this fund-raising expansion project.
In addition to this, Tetrasla, Taka, Biyadi and others have started their business earlier, which is “subsector” and even exceeds the load of some battery enterprises.
Photo sources: Ibranch Energy Network
Secondly, upstream raw material enterprises have considerable standing and voice rights throughout the industrial chain. According to publicly available statistical information, the upstream energy metal industry of the power battery has been able to sell an average of 44.15 per cent in 2022 and 40.44 per cent in average net asset yields due to the long-term maintenance of higher prices. In contrast, the average sales of Māori and net asset yields for the same period in the battery industry were only 19.16 per cent and 9.48 per cent, significantly different from the upstream, and most of the “1.5” products, such as the Ngje share, arsenic materials, interpersonal shares, new throne states, etc., are also above the battery, electrolysis under raw materials, insulated film, and electrocution, which cannot be strictly included at this level.
Upstream raw materials (and semi-finished) therefore have sufficient funding and capacity to expand further under high Māori, leading to the development of the medium-to-central batteries industry.
Data sources: publicly available data on networks, 壹
Policy support is also an important factor in the unprecedented growth of the power battery industry. During the outbreak, the new energy sector, as a small number of businesses able to function properly, has become a local pole, a pillar industry, supported by the local community, with multiple competitions for construction of “lithium cells only”.
The situation of some lithium batteries, data sources: publicly available data on the network, DU
As a local backbone industry, power cell enterprises have led to rapid local economic development. Since the inception of the Ninde era, the gross domestic product of Fonds has multiplied from 90.312 billion yuan in 2011 to 3554.62 billion yuan renminbi in 2022, with over 60 per cent of the GDP available for the city of Ninde throughout the year on the assumption of three quarters in the Ninde era. At the same time, given the relatively large size of the plant in the power battery industry, significant employment problems can be addressed.
For these reasons, the heat of the power battery is also plausible.
03
Power batteries, next photovoltaic?
Many believe that photovoltaic is a technology that has been developed or even updated during the same period of lithium power, and that it is a time of glomeration for two decades ago. There are high-quality enterprises in the market, such as tin-sunde, royal solar energy, etc., but the photovoltaic sector is ultimately bankrupt or converted for various reasons.