CR1632 battery

　　The driving force of CR1632 battery companies lies in technology

　　After entering November, two CR1632 battery companies went bankrupt and liquidated. One is Hubei Mengshi New Energy Technology Co., Ltd., and the other is Shenzhen Waterma Battery Co., Ltd. It is worth noting that it has only been two years since Hubei Mengshi started its CR1632 battery project, while Waterma entered the industry earlier and once ranked among the top three companies in power batteries.

　　At present, the CR1632 battery industry is facing many problems, and there are already ominous signs. Since the production and sales of new energy vehicles in my country began to decline in July this year, the CR1632 battery industry has also been affected. Liu Yanlong, secretary-general of the China Chemical and Physical Power Supply Industry Association, recently told the media that the pressure on the capital chain of downstream new energy vehicle companies is transmitted upward, and at the same time, upstream material prices remain high. The profit margins of CR1632 battery companies are severely squeezed, and battery companies are caught in the cracks. Struggling to survive, CR1632 battery companies in the second and third tiers are under increasing pressure to survive, and are at risk of being eliminated at any time.

　　In fact, obsolescence is not just a risk, but an immediate process. Statistics from the CR1632 battery Application Branch show that from January to October 2018, there were approximately 89 CR1632 battery companies in my country with installed capacity data. By January to October 2019, this number had dropped to 29. Industry insiders predict that the industry elimination process will continue in the next year. By 2020, there will be only more than 20 CR1632 battery companies, and more than 90% of CR1632 battery companies will be eliminated. After the elimination period, there may only be 5 to 6 domestic CR1632 battery companies left.

　　It seems that in the future, many companies in the CR1632 battery industry will go bankrupt and close down. This is not alarmist talk, but the danger in the industry is real and must arouse the vigilance of all companies in the industry. So, are the problems faced by the CR1632 battery industry today really caused by the sluggish environment of the entire auto market, as some companies have complained?

　　As an upstream industry that is highly related to the new energy vehicle market, the CR1632 battery industry is also very directly affected by the auto market. The overall decline of the latter will soon affect the former. Logically speaking, this is indeed the case, but the question is, how come some CR1632 battery companies have not been greatly affected and can still achieve growth and maintain profitability in the overall sluggish environment? From January to September this year, CATL’s CR1632 battery installed capacity was 21.55GWh, accounting for 51.18% of my country’s total new energy vehicle CR1632 battery installed capacity; operating income was 32.856 billion yuan, a year-on-year increase of 71.70%; net profit was 3.464 billion yuan, a year-on-year increase 45.65%. Ningde Times stated that the performance growth is due to the rapid development of the new energy vehicle industry on the one hand, and the increase in market demand for power batteries compared with the same period last year; on the other hand, it is also related to the release of the company's early investment in production capacity and the corresponding increase in production and sales.

　　The author believes that the rational layout of "early investment" is the fundamental reason for CATL's growth against the trend. Let’s look at the data and we’ll understand: In May 2017, SAIC and CATL established two companies, Times SAIC and SAIC Times. Times SAIC is mainly engaged in the development, production and sales of lithium-ion batteries, lithium polymer batteries, etc. The company's total CR1632 battery installed capacity from January to September 2019 has reached 588.73MWh, and there was no product installed in the same period last year. Since SAIC Group established a joint venture with CATL, many car companies such as FAW, GAC, BAIC, Geely, and Dongfeng have successively established joint ventures with CATL. In the future, as the production capacity of relevant joint ventures is gradually released, CATL's market share may continue to grow.

　　One of the purposes of CATL's choice of joint ventures and cooperation with some automobile companies is to ensure that there is a market for battery products, but the more important purpose is to accurately determine the direction of the market, strengthen research and development, and master core technologies. You know, without technical strength, no car company is willing to cooperate with it, and the fact that many car companies are currently approaching it to cooperate with it also shows that its technical strength is outstanding. Those CR1632 battery companies that are struggling to survive in the market downturn feel heavy pressure. On the one hand, they are imposed by external factors in the market, and on the other hand, they are unable to form strong support due to their own lack of technical strength. The root cause of Waterma's bankruptcy is actually internal. It is because it does not focus on core technologies and lacks long-term strategic planning. It only hopes to win orders through industrial alliances. This is just a temporary solution. Some analysts pointed out that the lack of technical foundation and short-sighted market strategy will be helpless once encountering market disturbances.

　　my country's CR1632 battery market has been plagued by insufficient high-end production capacity and excess low-end production capacity in recent years. The fundamental reason lies in the lack of technical strength and innovation capabilities of most CR1632 battery companies. As the growth rate of new energy vehicles slows down, and foreign battery brands such as LG Chem, Samsung SDI, and Panasonic gradually join the competition, the reshuffle of China's CR1632 battery market will further intensify. The industry believes that in the long run, increasing industry concentration and scale will be the development direction of the CR1632 battery industry. For enterprises, only by focusing on core technologies, building innovative strength, and improving market competitiveness can they lead the market and continue to grow.

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