No matter be industrial group or capital group, pay close attention to dynamical cell all the more. Dynamical cell suffers the effect of governmental policy, experienced mad enlarge to produce, annex weighs the vicissitude of the market with group and stronger overmatch, market structure also is in this a series of the change produced in the movement.
Investment enlarge is produced accelerate, 8GWh becomes industry doorsill
2017 is dynamical cell industry a year when extensive investment enlarge produces, this report chooses 10 companies with bigger 2017 installation amount (peaceful heart times, Biyadi, inspire confidence in sb can motivation of god of force of science and technology, Guo Xuan Gao Ke, Wotema, Tianjin, nimble power, far east, the investment enlarge that inspects dynamical cell industry produces a situation.
Company of cell of main 2017 motive force invests enlarge to produce a situation
Investment enlarge produces impetus the most driving is peaceful heart times, be far ahead at other company. The enlarge of most enterprise produces dimensions to be controlled in 8GWh, roc brightness group of heart of the sources of energy, mulberry and strode division lithium report to choose direct enlarge to produce 8GWh above, it is thus clear that its contend for the great ambition of relative superiority or inferiority in dynamical cell market. 13 enterprises in all enlarge produces 139.5GWh, invest 86.97 billion yuan in all, enlarge is produced present high dependency with investment, closely related the volume that explains enlarge produces dimensions and capital actual strength. Produce dimensions and corresponding investment estimation according to afore-mentioned enlarge, the yield that invests 1GWh can need 600 million yuan about.
Enlarge of business of cell of main 2017 motive force is produced occupy than the circumstance
Pass an analysis, peaceful heart times occupies the 1/3 above that produces dimensions to total investment enlarge, make the industry new faucet of be worthy of; Forster occupies far east to always invest enlarge to produce the 10% above of dimensions, if product market is accepted,spend tall, will become a main force in trade situation; Nimble power motivation, roc brightness the sources of energy, inspire confidence in sb can group of science and technology, Sang De, stride division lithium report, Guo Xuan Gao Ke and in the proportion that boat lithium report holds total investment dimensions is in 5% above, showed they are mixed in the actual strength of dynamical cell industry approbate spent confidence to prospective market; Although Biyadi occupies enlarge of total 2017 investment to produce the proportion of dimensions slightly under 5% , but already planned to produced 10GWh in Qinghai enlarge 2018, dimensions and actual strength still driving; Lithium of 100 million abb can, Wotema and Tianjin force are occupied magically lower, but the numerous medium and small businesses on market of relative power cell, still have quite strong market competition ability.
Buy recombine accelerate layout of outspread industry catenary
Buy financing to be able to invest enlarge to produce bankroll support for the enterprise, also be at the same time have actual strength appear on the market to the company enters dynamical cell industry quickly or perfect the important way in industry position, because catenary of industry of cell of whole this 2017 power appeared,buy the upsurge of financing. This report was arranged 2017 33 on catenary of dynamical cell industry buy incident, it is its cent system of upriver resource, raw material, batteries, batteries, production equipment and reclaim used 6 fractionize domain to undertake an analysis.
Domain of dynamical cell fractionize was bought 2017 recombine a circumstance
From trade amount looks, 6 fractionize domain is involved in all trade amount forty-two billion seven hundred and seventy-four million yuan (1 dollar presses convert of 6.6 yuan of RMBs, do not include what amount inaccuracy decides to buy incident) , of domain of resource of batteries and upriver raw material, upper reaches trade amount is higher, facilities of the batteries system after cell research and development is produced, production, reclaim use a field trade amount is inferior, among them of batteries domain trade amount is the largest, it is twenty billion two hundred and forty-five million yuan, occupy always trade 47.33% of amount.
Equity of domain of dynamical cell fractionize distributinged 2017 circumstance
From trade incident measure looks, of upriver resource, batteries, raw material and manufacturing facilities sphere trade incident is more, it is 9 respectively, 8, 7 mix 5. Look to the control level that after trading, reachs deep, manufacturing facilities and raw material domain are obtained " 100% absolutely control counterpoise " proportion is higher, it is respectively 80% with 71% ; Obtain " 51% above control right " the domain with higher proportion has system of manufacturing facilities, batteries, raw material and upriver resource 4 domains, what produce equipment and batteries system field among them is all buy all achieved after trade to be being bought the control of the company, raw material and upriver resource domain have half above buy achieved after trade to be being bought the control of the company. Reclaim after the domain is bought, all be opposite be bought the unit produces major effect.
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