Power battery industry will be three pillars of differentiation
Dec 25, 2019
Combining with the current market situation of the power battery industry and the timeline of CATL's release of the listing counseling announcement, we believe that the power battery market has gone to mid-range.
Then, the current market situation reveals how the future will change.
One, bid farewell to "small mess"
At present, the problems faced by China's lithium battery industry are mainly low concentration, lack of technology accumulation and innovation, resulting in serious resource fragmentation and disorderly market competition. This makes China's lithium battery industry is always large but not strong, unable to optimize the allocation of resources, can not form a standardized and orderly market structure, and can not form a joint force when competing with the outside.
CATL launches the listing process, mainstream battery manufacturers have expanded production capacity and other actions, which will further increase the concentration of brand in the power battery market.