"Battery shortage" has become increasingly fierce and will not be resolved in the short term. The price of a complete vehicle will rise again and then rise. Consumers will not buy small and medium-sized electric vehicles and die!
The lead-acid battery industry was rectified and electric vehicle companies fell into battery shortage.
With the MEP’s drastic rectification of lead-acid batteries, a “battery shortage†storm swept through, and the battery gap for some electric vehicle manufacturers was as high as 80%.
Earlier this month, the Ministry of Environmental Protection announced the list of lead-acid battery companies in the country and the results of their remediation. Of the 1,930 lead-acid battery companies in the country, 82% were shut down. There are 191 lead-acid storage battery enterprises in Guangdong, the number of which ranks third in the country. In the current rectification, 84% of the enterprises were shut down, higher than the national level.
Affected by the "battery shortage," electric vehicle companies are undergoing a major reshuffle, which can be said to be two-fold. Some companies have already announced the suspension of production or bankruptcy because they can't get their batteries. Other companies, with their abundant supply of batteries, emerged in the crisis.
Causes
The Ministry of Environmental Protection's strict regulation of lead-acid batteries for the lead-acid battery industry has been the top priority for the 2011 national environmental protection campaign since the beginning of the year. On May 18, the Ministry of Environmental Protection issued a notice again requesting the establishment of a lifelong accountability system for heavy metal pollution liability.
From February to the end of May this year, environmental protection and other related departments of Guangdong Province have carried out special investigations on lead battery enterprises. Of the 191 list of lead storage battery companies announced by the Guangdong Provincial Department of Environmental Protection, 134 are in the state of suspend production, rectification, or natural production cuts, and another 27 companies have banned or relocated their production, and the rate of shutting down has reached 84%.
This is just the beginning. A reporter from the Southern Rural Daily learned from the China Battery Industry Association that the country will also carry out the second and third rounds of lead battery rectification.
"The supervision of lead storage batteries will become more and more stringent, and the first round of rectification of lead batteries will be completed at the end of July. Such rectification actions will continue and will not be relaxed at all."
The China Battery Industry Association’s spokesperson Yu Qingxuan told reporters that “the state plans to retain only 200 to 300 lead battery companies during the 12th Five-Year Plan period. According to the current situation, the number of such enterprises will continue to decrease. Lead-acid batteries will become more and more tight with the country's reorganization.†This round of rectification led to the shortage of lead-acid batteries in the market and the price has soared into a “battery shortageâ€.
Impact â—¥>
Up to 80% battery gap in vehicle companies
As a big user, the situation of a public electric vehicle company has become very hot.
Liang Yingxiong, general manager of Foshan Nanhai Lesheng Car Industry Co., Ltd., told reporters, “We take the cash to take delivery of lead-acid battery companies. They generally can only give 20% of the quantity. Now our battery's gap is as high as 80%. Now we Companies are also considering transitioning to lithium battery electric bikes."
"Because the Ministry of Environmental Protection did not pay close attention, lead-acid battery companies developed madly. Now that the country has been overhauled, most of the lead-acid battery companies have to be shut down. The output of lead-acid batteries has suddenly come down, for the entire electric vehicle industry. The impact was really too great.†Shenzhen Sanling Bangli Vehicle Industry Co., Ltd. expressed his concern. “Since lead batteries are extremely tight, many companies are now considering shifting to lithium, but lead-acid conversion is It is impossible to complete in the short term, and the development of lithium batteries is not very mature and the performance is not very stable."
It is precisely because electric vehicle companies find it difficult to find alternatives to lead-acid batteries. The price of electric vehicles also follows the rise.
An electric vehicle dealer in Zhanjiang told reporters, “Battery prices have skyrocketed, and electric vehicle manufacturers have increased prices several times. When manufacturers increase prices, we resist pressure and do not raise prices. In order to be able to sell more electric vehicles, we would prefer less of them. After earning some money, we will need to mention the price once we have hardened the shelf for some time. The result is that the electric car is still selling poorly."
"Now we have no money to get a battery! This battery price is continuing to rise. The price of electric vehicles also follows the price increase. The price will be raised once a month. The July and August months have been the peak sales season of electric vehicles. Now it is. It's a busy season!†Zhou Shoutian, chairman of Zhongshan Lanying Electric Vehicle Co., Ltd., lamented the reporter from the Southern Rural News.
Development â—¥>
Electric car companies are making big reshuffles and prices of cars have gone up again. Consumers are not buying. Some small and medium-sized enterprises with low affordability have seen their sales decline and are facing the challenge of survival.
The reporter from the Southern Rural Daily learned from the China Bicycle Association that almost all electric vehicle manufacturers have been affected by varying degrees in this lead-acid battery reorganization regardless of their size, and even a small number of vehicle manufacturers have not received the battery. Has been suspended or closed down, the specific data association is under investigation.
“In the first half of this year, the overall sales of electric vehicles have dropped by 5% to 10% compared to last year. Large companies like Xinri and Emma have increased their sales in the first half of the year compared to last year, but they are affected by batteries in July and August. The shortage has also been reduced. As for small businesses, sales have been declining this year,†Lu Jinlong, chairman of the Jiangsu Bicycle Electric Vehicle Industry Association, told reporters.
Regarding the situation of Guangdong electric car companies, Ma Zhesen, secretary-general of the Guangdong Bicycle Electric Vehicle Industry Association, said, “The sales of electric vehicle companies in Guangdong this year have risen on the whole, but some companies have been unable to get the battery because of the rectification of lead batteries. 'No rice squats' is in a semi-dead state."
"Battery shortage" is a crisis for some electric car companies, but it is an opportunity for some electric car companies. The electric car industry is undergoing a major reshuffle.
However, some companies have achieved substantial sales growth due to adequate battery inventory.
- Experts have not compressed batteries and products, electric vehicles companies are anxious to "jump", do not know what to do next, this reporter interviewed the National Electric Vehicle Industry General Counselor Gao Nailong.
"The business owner must go out and take the initiative to find out about the sources of batteries. In addition, in the process of negotiating with the lead battery enterprises, he must use some skills. He must establish close cooperation with battery companies and try to make the lead-acid battery companies provide more batteries." Gao Nailong Said, "Electric vehicle companies in this case of serious battery shortage must try to compress the products and channels, and retain their own advantages customers. Enterprises can try to do a lithium battery electric vehicle, the current supply of lithium batteries is still quite adequate ."
The lack of batteries in electric vehicles is like the lack of gasoline in cars. Companies can only do so for a time. There is no better way.
The lead-acid battery industry was rectified and electric vehicle companies fell into battery shortage.
With the MEP’s drastic rectification of lead-acid batteries, a “battery shortage†storm swept through, and the battery gap for some electric vehicle manufacturers was as high as 80%.
Earlier this month, the Ministry of Environmental Protection announced the list of lead-acid battery companies in the country and the results of their remediation. Of the 1,930 lead-acid battery companies in the country, 82% were shut down. There are 191 lead-acid storage battery enterprises in Guangdong, the number of which ranks third in the country. In the current rectification, 84% of the enterprises were shut down, higher than the national level.
Affected by the "battery shortage," electric vehicle companies are undergoing a major reshuffle, which can be said to be two-fold. Some companies have already announced the suspension of production or bankruptcy because they can't get their batteries. Other companies, with their abundant supply of batteries, emerged in the crisis.
Causes
The Ministry of Environmental Protection's strict regulation of lead-acid batteries for the lead-acid battery industry has been the top priority for the 2011 national environmental protection campaign since the beginning of the year. On May 18, the Ministry of Environmental Protection issued a notice again requesting the establishment of a lifelong accountability system for heavy metal pollution liability.
From February to the end of May this year, environmental protection and other related departments of Guangdong Province have carried out special investigations on lead battery enterprises. Of the 191 list of lead storage battery companies announced by the Guangdong Provincial Department of Environmental Protection, 134 are in the state of suspend production, rectification, or natural production cuts, and another 27 companies have banned or relocated their production, and the rate of shutting down has reached 84%.
This is just the beginning. A reporter from the Southern Rural Daily learned from the China Battery Industry Association that the country will also carry out the second and third rounds of lead battery rectification.
"The supervision of lead storage batteries will become more and more stringent, and the first round of rectification of lead batteries will be completed at the end of July. Such rectification actions will continue and will not be relaxed at all."
The China Battery Industry Association’s spokesperson Yu Qingxuan told reporters that “the state plans to retain only 200 to 300 lead battery companies during the 12th Five-Year Plan period. According to the current situation, the number of such enterprises will continue to decrease. Lead-acid batteries will become more and more tight with the country's reorganization.†This round of rectification led to the shortage of lead-acid batteries in the market and the price has soared into a “battery shortageâ€.
Impact â—¥>
Up to 80% battery gap in vehicle companies
As a big user, the situation of a public electric vehicle company has become very hot.
Liang Yingxiong, general manager of Foshan Nanhai Lesheng Car Industry Co., Ltd., told reporters, “We take the cash to take delivery of lead-acid battery companies. They generally can only give 20% of the quantity. Now our battery's gap is as high as 80%. Now we Companies are also considering transitioning to lithium battery electric bikes."
"Because the Ministry of Environmental Protection did not pay close attention, lead-acid battery companies developed madly. Now that the country has been overhauled, most of the lead-acid battery companies have to be shut down. The output of lead-acid batteries has suddenly come down, for the entire electric vehicle industry. The impact was really too great.†Shenzhen Sanling Bangli Vehicle Industry Co., Ltd. expressed his concern. “Since lead batteries are extremely tight, many companies are now considering shifting to lithium, but lead-acid conversion is It is impossible to complete in the short term, and the development of lithium batteries is not very mature and the performance is not very stable."
It is precisely because electric vehicle companies find it difficult to find alternatives to lead-acid batteries. The price of electric vehicles also follows the rise.
An electric vehicle dealer in Zhanjiang told reporters, “Battery prices have skyrocketed, and electric vehicle manufacturers have increased prices several times. When manufacturers increase prices, we resist pressure and do not raise prices. In order to be able to sell more electric vehicles, we would prefer less of them. After earning some money, we will need to mention the price once we have hardened the shelf for some time. The result is that the electric car is still selling poorly."
"Now we have no money to get a battery! This battery price is continuing to rise. The price of electric vehicles also follows the price increase. The price will be raised once a month. The July and August months have been the peak sales season of electric vehicles. Now it is. It's a busy season!†Zhou Shoutian, chairman of Zhongshan Lanying Electric Vehicle Co., Ltd., lamented the reporter from the Southern Rural News.
Development â—¥>
Electric car companies are making big reshuffles and prices of cars have gone up again. Consumers are not buying. Some small and medium-sized enterprises with low affordability have seen their sales decline and are facing the challenge of survival.
The reporter from the Southern Rural Daily learned from the China Bicycle Association that almost all electric vehicle manufacturers have been affected by varying degrees in this lead-acid battery reorganization regardless of their size, and even a small number of vehicle manufacturers have not received the battery. Has been suspended or closed down, the specific data association is under investigation.
“In the first half of this year, the overall sales of electric vehicles have dropped by 5% to 10% compared to last year. Large companies like Xinri and Emma have increased their sales in the first half of the year compared to last year, but they are affected by batteries in July and August. The shortage has also been reduced. As for small businesses, sales have been declining this year,†Lu Jinlong, chairman of the Jiangsu Bicycle Electric Vehicle Industry Association, told reporters.
Regarding the situation of Guangdong electric car companies, Ma Zhesen, secretary-general of the Guangdong Bicycle Electric Vehicle Industry Association, said, “The sales of electric vehicle companies in Guangdong this year have risen on the whole, but some companies have been unable to get the battery because of the rectification of lead batteries. 'No rice squats' is in a semi-dead state."
"Battery shortage" is a crisis for some electric car companies, but it is an opportunity for some electric car companies. The electric car industry is undergoing a major reshuffle.
However, some companies have achieved substantial sales growth due to adequate battery inventory.
- Experts have not compressed batteries and products, electric vehicles companies are anxious to "jump", do not know what to do next, this reporter interviewed the National Electric Vehicle Industry General Counselor Gao Nailong.
"The business owner must go out and take the initiative to find out about the sources of batteries. In addition, in the process of negotiating with the lead battery enterprises, he must use some skills. He must establish close cooperation with battery companies and try to make the lead-acid battery companies provide more batteries." Gao Nailong Said, "Electric vehicle companies in this case of serious battery shortage must try to compress the products and channels, and retain their own advantages customers. Enterprises can try to do a lithium battery electric vehicle, the current supply of lithium batteries is still quite adequate ."
The lack of batteries in electric vehicles is like the lack of gasoline in cars. Companies can only do so for a time. There is no better way.
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