requestId:68629aa2e09f75.68670898.
“Influenced by the shortage of electricity pool supply, Sugar baby has stopped receiving orders.” At the end of the year, an executive of an energy-energy company told reporters that “the energy-energy market is hot this year, and projects are being conducted throughout the whole year, but now we have to Escort manila have to finish early. Escort manila is in danger of being in danger of being in the end of the year. href=”https://philippines-sugar.net/”>Sugar daddy“
Reporters know that since the end of September, battery supply has continued to be short, and the situation of companies suspending orders has become widespread and increasingly serious. According to the statistics of the Ministry of Industry and Information Technology, the national energy-energy battery production exceeded 32 GW in the first half of the year. In 2021, my country’s new model capital will be able to add a new scale of 2.4 GW/4.9 GW. In theory, if the complete production capacity can meet the market demand, why is there still a lack of battery supply? Energy-based concept: Love life-long development period Sugar daddy Recently, can battery supply become a rapidly growing bottleneck in the industry?
Battery is incredible
Project construction is expected to be postponed
“This time the lack of energy-energy batteries is foreseeable. In the first half of the year, Sugar daddy based on downstream original data and core price, some interest. The new dynamic project has delayed the construction rhythm. At the fourth time, in order to complete the year-end and request online, it had to buy batteries in a centralized manner. Some manufacturers did not have any goods. Even if there was a goods, the quantity was Escort manila is also very unlimited, with the situation of “the higher price gets interest. If no one recognizes it, wait for someone to raise it.” “Liu Mingyi, director of the Energy Acquisition Technology Department of Hua Energy Cleaning Technology Research Institute.
Behind the “battery shortage” is the rapid growth of new power vehicles and energy storage markets. In previous years, the lack of batteries in the new car industry is evident from the collective delayed delivery of vehicles. Some vehicles have also been waiting for battery manufacturers for a week to obtain batteries for a successful week. This year, with the help of policies, another large-scale battery application market has accelerated its development and increased the number of energy projects, which has led to a certain level of tight battery problems.
Data shows that when the national steel ion battery production exceeded 280 GW in the first half of the year, it increased by 150% year-on-year. When the energy-energy battery production exceeds 32 GW, it accounts for 11% of the total production. Liu Mingyi admitted that compared with the demand scale of new-powered cars, the market for energy-energized batteries is relatively small, and the price is also weaker.
“The cost of energy construction has increased by one year compared to the project planning. Even if you want to get the battery as much as possible, you still have to pay a high price, which is not worth it. Sugar baby“A corporate person told reporters that the department’s new dynamic project has been postponed to the first quarter of its year.
Many battery manufacturers have shown that the supply of energy batteries is in short supply, and the current delivery is already on schedule. “What is important is the 280Ah electric core.” The above-mentioned enterprise personnel introduced that the energy density of the 280Ah electric core is higher and the parts are less used, which can greatly save money than the 50-100Ah electric core products. At present, for energy-energy battery purchase or project bidding, a single core capacity of 280Ah or above is widely requested.
It is clear that the 280Ah electric core was first released by Ningde in 2020 and has become a standard for energy-energy projects, including 100% galvanized energy, stylist, China Innovation Airlines, and China Automobile. She is a small supporting role in the book. Battery companies such as the right side of the stage have production capacity layout, but the production capacity is fully released for a certain period of time.
Increase income but not profit
Energy-enabled enterprises are transforming overseas
Even if they can continue to follow orders, they will definitely add profits to energy-enabled enterprises.
Nina, senior research and development manager of the China Kanmura Energy Technology Alliance, introduced that the foundation of the energy storage market in the first half of the year was in the planning development stage, and there was incomplete planning. New planning and new energy storage projects under construction were added. When the model was close to 130 GW, the actual investment volume was less than 1.5 GW. Energy-enabled enterprises’ profits are affected by the double pressure of downstream original data prices and the downward pressure of Sugar baby flow items.
Looking through the financial reports of battery companies in the first half of the year, energy storage companies have generally shown a situation of “increasing income but not increasing profits”. The department has been studied – it has been often criticized. The business has increased significantly, while gross profit margin has declined. Energy-energy system integrators that do not produce electric chips have been even more motivated. In the first half of the year, Ningde’s business expenditure reached 1.274 billion yuan, a year-on-year increase of 171.5%, but the gross profit margin fell by 30 percentage points to 6.43%; the total investment was 14.926 billion yuan, a year-on-year increase of 127.54%, and the gross profit margin was 14.96%, a year-on-year decrease of 10.34%.
Under this situation, many Escortenergy companies have turned their attention to the domestic market. When Yangguang Power recently received investors’ research, it said, “The gross profit of domestic energy production projects is relatively low. The company will maintain basic equipment volume in China and focus on the domestic market.”
“my country has been in full swing for energy production for a long time. Night doors are exported to the domestic market. Especially Longtou Factory has a relatively large domestic business volume. “Nina pointed out that in 2021, the intra-sea supply of energy storage batteries in the Ningde era accounted for 85% of the total shipment of energy storage batteries.
It is clear that foreign power prices are relatively large, and energy-saving products are relatively good at energy-saving. Especially since this year, Europe has suffered a dynamic crisis, fossil power prices have risen sharply, market demand for energy-energy products has surged, and my country’s battery exports are welcome.Comes to explode. According to the data from the provincial capital, my country’s cumulative export of carbon dioxide energy batteries was US$29.926 billion, an increase of 82.97% year-on-year.
Market game
It is expected to be solved at the age of age
When the urgent task is to add energy-energized batteries to supply.
Nina pointed out that today, the production base of the major battery companies in the department is in full sales. The current public energy storage project has a large scale. Taking into account the safety reasons and the cooperation with the new power system, the company’s main demand for project targets is getting higher and higher, forcing companies to allocate batteries for projects and put forward higher requests for battery companies. Department battery manufacturers are also comprehensively evaluating the feasibility of allocation lines. Overall, with the supply capabilities of today’s battery companies, the future production capacity planning of major battery manufacturers, combined with the market growth forecast in the next five years, battery supply will not become a shortcoming that will hinder the development of energy industry.
Based on its optimistic view of the energy-energy market, since this year, battery companies such as Ningde era, Biadi, and Xinwangda have been intensively building capacity, and millions of investment projects have appeared frequently. “This is a market game process. If the battery price is too high and the supply is lacking, new power enterprises can’t be considered a profit. Some projects are willing to stop doing.” Liu Mingyi believes that the shortage of energy-energy batteries is a stage-by-step processSugar baby. Daddy‘s battery has sufficient capacity for production. With a large number of new production lines, the problem of expected lack of supply will be solved.
In the current situation of lack of supply, reporters have noticed that new forces and energy industry later defining forms have been deepened in a step-by-step manner.日本Sugar daBefore ddy, Ningde era and Yangguang Power signed a strategy to cooperate with the agreement. Both parties will cooperate TC:
發佈留言