In the first half of the year, the battery new energy industry started production and put it into operation. The peak period of production has ended-Reprinted

No one expected that 2020 would be opened in such an unexpected way, the mask had not been taken off, and the first half was over! Under the influence of the new crown epidemic, in the first half of this year, both the economic environment and the new battery energy industry are under heavy pressure.

According to public company announcements and media reports, the battery network (micro number: mybattery) combed the battery new energy industry start-up projects and found that in the first half of 2020, a total of 29 start-up projects announced the investment amount, while only 11 projects were put into operation.

Specifically, for the 29 start-up projects included in the statistics, the total investment is about 147.244 billion yuan, and the average investment of a single project exceeds 5 billion yuan. Among them, there are 10 lithium battery projects with a total investment of about 38.508 billion yuan; 7 new energy vehicle related projects with a total investment of about 69.02 billion yuan; 5 hydrogen energy projects with a total investment of about 25.664 billion yuan; power battery ladders 2 utilization and dismantling projects with a total investment of about 550 million yuan; 3 battery material projects with a total investment of about 10 billion yuan; 1 energy storage equipment manufacturing project with a investment of 1 billion yuan; 1 charging facility project with a investment of 2.7 billion yuan yuan.

There are many start-up projects. On the one hand, with the improvement of the epidemic situation, the policy strongly promotes the resumption of production of key energy industry enterprises such as new energy vehicles and lithium ion batteries.

On February 25, the Ministry of Industry and Information Technology issued the \"Guiding Opinions on Promoting the Resumption of Industrial Communications Enterprises in an Orderly Way\", proposing to promote the resumption of production in key industries, giving priority to supporting industries such as automobiles, electronics, ships, aviation, power equipment, and machine tools Industry with long chain and strong driving ability. Continue to support industries such as smart photovoltaics, lithium-ion batteries, and individual champions in manufacturing to consolidate the competitive advantage of the industry chain.

On the other hand, the trend of electrification of global auto companies has become more and more prosperous. Although the epidemic has caused operating pressure, many executives of multinational auto companies have stated that the epidemic will not affect the investment and layout of the company's electrification strategy, and some auto companies plan to The funds saved by means of layoffs, salary reductions, and delayed wages are bet on the field of electrification.

In the domestic market, new energy products of foreign auto companies in China have also gradually entered the landing stage, and domestic auto companies and power batteries have not stopped investment in order to protect market share. At the same time, due to the significant shrinkage of downstream demand, the overall overcapacity, and the difficulty in collecting accounts, the construction of projects in the fields of battery materials and equipment has slowed significantly. However, projects in the field of hydrogen energy have started well, continuing the heat in 2019.

In addition, there are only 11 commissioned projects in the statistics, with a total investment of about 33.404 billion yuan. The average investment of a single project is about 3.037 billion yuan. Although the average investment is not low, it mainly depends on Beiqi Magna high-end intelligent manufacturing base, Supported by two investment projects of Xinghui New Energy Smart Car Production Base, the investment of these two projects is 6 billion yuan and 20 billion yuan respectively.

Overall, with the increasing improvement of the domestic battery new energy supply chain, the increase in the localization rate, and the weakening of market demand, the project's production progress has slowed significantly. The peak period of new production capacity since 2016 has basically ended.

Conclusion:The new battery energy market, which has just entered the market, is a foregone conclusion in this year. However, with the introduction of a series of favorable policies, the acceleration of the electrified layout of car companies, the upgrading and iteration of products and technologies, and the private passenger car market. Expansion of incremental markets such as opening up, energy storage, and expansion of new infrastructure such as charging and replacement facilities and hydrogen refueling stations are expected to achieve steady growth!

\"The key is, who can resist when the crisis is coming! There is no doubt that those companies with abundant cash flow, high-quality market orders, technical reserves, talent team, and down-to-earth management have strong anti-risk capabilities. After several or even dozen crisis cycles, I firmly believe that they will be the biggest beneficiaries when the epidemic dissipates! Battery industry chain, new energy vehicles, energy storage, 3C consumer electronics, 5G base stations and more market segments In the field, the battery industry has a lot to do, no one can leave! The more crisis, the more we battery people should be calm, remove impetuousness, loyal to the heart, practice hard, insist on innovation, only in this way can the life be full, the company is healthy, and the industry last !\"\"Yu Qingjiao, Secretary General of Zhongguancun New Battery Technology Innovation Alliance and Chairman of the 100th Battery Association, said.