From Evelyn Gonzalez on 07/10/2024
Tags: Lithium batteries Electric cars solid state batteries
Table of contents
Lithium Battery Industry Profits Have Bottomed Out, and the Gap Between Tiers Is Clear.
>Analysis of current industry profitability How can the
The current excess capacity in the lithium battery industry is a structural differentiation. The capacity utilization rate of the leading first-tier enterprises is over 70%,
which is basically not excess capacity, but rather moderate advance production
to maintain capacity flexibility and better adapt to customer needs. The capacity utilization rate of second-tier or third-tier enterprises is much lower than that of first-tier enterprises.
even less than 50%. The difference in capacity utilization is due to the fixed point mechanism of new energy vehicles.
The fixed point mechanism
In the automobile industry protects the market share of first-tier enterprises well. Allowing them to maintain their first-mover slovenia number data advantage and rely on scale to maintain cost leadership. The difference between the fixed point mechanism and the use of power also shows that technological advantages play a significant role in the lithium battery chain.
Leading enterprises are often How can the
The most advanced enterprises in terms of performance, quality and technology, and can win the trust of lower-tier customers, thereby realizing the coordinated development of the chain. The fixed point mechanism is rare in shortage of personnel in information security: the roots of the problem and solutions the energy saving battery industry. In the overseas energy saving battery market, batteries have a strong brand moat, allowing the strong to strengthen. The domestic energy saving battery market is more inclined to a project-based model, and low price competition can help some second- and third-tier brands take their place.
The trading pattern of the energy saving battery
Market also affects the structure of the material industry. In order to ensure the real cycle of service, safety and reputation in the market, leading energy saving battery companies often cooperate with the best material companies;
while battery taiwan lead companies competing on low prices are more diversified in their choice of materials. The purification of the lithium battery industry is more like a continuous concentration of shares.