边锋游戏

电池行业整体“电力不足”,宁德时代仍领先国内外
发布时间:2019-11-26 14:41:04
关键词:动力电池锂电池

BEIJIXINGCHUNENGWANGTONGJILEGONG28JIAGUONEICHUNENGXINGYEDESANJIDUYEJIBAOGAO,CHUNENG、DIANCHISHICHANGZHENGTIQINGKUANGXIANGDUIANDAN。DANFANGYANGUOWAIQIYESUIJINGYUBUTONG、DANYINGSHOUQINGKUANGTONGYANGBURONGLEGUAN,YOUQIHANXIDIANCHIQIYECISHIRENGZAIDAJUJINJUNKUOZHANGCHANNENG,WEILAISHIFOUHUIDAILAIGENGDAWEIXIE?


主要业绩




边锋游戏GENJU2019NIAN28JIAQIYEDISANJIDUBAOKANCHUYIGONGYOU18JIAQIYESHOURUCHUYUYINGSHOUZENGZHANGZHUANGTAI,10JIAQIYEXIAHUA。CHAOLIUCHENGYINGSHOUTONGBISHANGSHENG,JINSICHENGXIAJIANG。


YINGYESHOURU——BIYADIDISANJIDUYI316.37YIYUANPAIMINGDIYI;QICININGDESHIDAI、ZHONGTIANKEJI,YINGYESHOURUYEYICHAOGUOBAIYIYUAN;


边锋游戏YINGYESHOURUTONGBIZENGZHANG——YIWEILINENGYI81.94%TONGBIZENGZHANGZUIKUAI,QICIYANGGUANGDIANYUANTONGBIZENGZHANGYEYOU55.59%;ERJIANRUIWONENG-35.07%TONGBIXIAHUAFUDUZUIDA,CIWAIHAIYOUBIYADI、DESAIDIANCHI、ZHIGUANGDIANQIDENGGONGSHIJIAQIYEYINGSHOUTONGBICHENGXIAHUAQUSHI;JINGLIRUN——NINGDESHIDAIPAIMINGDIYIWEI13.61YI,QICIYIWEILINENGYEYOU6.58YIYUAN,DISANWEIWEIZHONGTIANKEJI3.42YIYUAN,DABUFENQIYELIRUNZAI1YIYUANZUOYOU,QIZHONGJIANRUIWONENG、ZHANGYUANJITUAN、KELUDIANZIKUISUN,ZHIGUANGDIANQIJINGLIRUNJIN0.01YIYUANYEPAIZAIMOWEI。02QIANSANJIDUDANXIANGGUANJUNYUMOWEIYINGYESHOURU——QIANSANJIDULEIJIYINGSHOUPAIMINGYUQ3JIBENYIZHI,BIYADIYINGSHOUZUIGAO938.21YI,QICIWEININGDESHIDAI、ZHONGTIANKEJI;YINGYESHOURUTONGBIZENGZHANG——NINGDESHIDAITONGBIZENGZHANGFUDUZUIKUAIWEI71.70%,QICIYIWEILINENGYUPENGHUINENGYUANYINGSHOUYUQUNIANBIYEZENGZHANGCHAOGUOSANCHENG;


JINGLIRUN——NINGDESHIDAI34.64YIYUANLINGXIAN,BIYADIHEZHONGTIANKEJIYIJIYIWEILINENGQIANSANJIDUJINGLIRUNYECHAO10YIYUAN。


电池装机排名大换脸、业绩两极分化


JUTILAIKAN,BANGDANZHONGJINYOUYIWEILINENGZAIZHENGGEPAIXINGBANGZHONGYEJITUCHU,QIYEJINGLIRUNJIAOGAO,JINDISANJIDUYINGSHOUJIAOQUNIANXIANGBIDAFUZENGZHANG81.94%、QIANSANJIDUYINGSHOUBIQUNIANZENGZHANGCHAO50%,ERJUCIQIANDEGONGGAOYIWEILINENGHAIZAICHIXUXULIKUOZENGDIANCHICHANNENG,YIWEILINENGCENGBIAOSHITOUZIJIANSHEDONGLIDIANCHIXIANGMU,YOULIYUGONGSIKUODADONGLICHUNENGDIANCHIDECHANNENGGUIMO。NINGDESHIDAIHEZHONGTIANKEJIGEXIANGPAIMINGBIAOXIANSUIBIJIAOJUNHENG,DOUZAIQIANSHIMINGZHILIE。DANSHININGDESHIDAIDISANJIDUDEYINGSHOUZENGSHIYIBURUQIBANNIANBAOZHONGBIAOXIANLIANGYAN。LEISIDEDESAIDIANCHIYEWEINENGBAOCHIBANNIANBAODEYINGSHOUYOUSHI。


YUANLAIDELONGTOULAODABIYADISUIRANZAIYINGSHOUBANGDANZHANJULINGXIANYOUSHI,JIUDISANJIDUERYANQIJINGLIRUNYUQUNIANXIANGBIYIJINGDAFUXIADIE88.58%,BIYADIHAIBIAOSHIYUJIGONGSI2019NIANQUANNIANJINGLIRUNWEI15.84YIDAO17.74YIYUAN,TONGBIXIAHUA36.19%ZHI43.03%,DISIJIDUQINGKUANGYIRANBURONGLEGUAN。JINQIHAIYOUBAODAOZHICHUJIEZHISANJIDUMO,BIYADIZICHANFUZHAILVDA68.48%,YUANGAOYUXINGYEPINGJUNSHUIPING。


大部分电池企业第三季度的营收即使同比增长、也和半年报相比明显处于下滑趋势,而且由于今年7月新能源补贴再次下降的关系,不少企业出现债台高筑现象。近日,沃玛特以对外负债约197亿元且拖欠559家电池上游企业债权约54亿余元走向破产,湖北猛狮因资金链断裂面临破产,深圳比克及郑州比克因下游汽车企业未能及时还款,造成拖欠上游材料、设备供应商款项超7亿元。从这一系列事件中可以看到,市场竞争愈加激烈,已经有企业因经营不善陷入亏损的泥淖,有分析称2019年已有超100家电池企业倒下。而根据相关媒体的统计,动力电池边锋游戏装机排行榜也出现了“换脸”,头部企业也同样面临淘汰危机。


储能市场布局到企业战略开始调整


ERZAICHUNENGSHICHANGLAIKAN,QINGKUANGYEBURONGLEGUAN。SHEJICHUNENGYEWUDEQIYEZHONG,CHULENANDOUDIANYUAN、KESHIDADISANJIDUYINGSHOUCHUXIANXIAOFUSHANGYANG,SHENGHONGGUFENCHUXIANNISHIZENGZHANG,BAOKUOKELUDIANZI、ZHANGYUANJITUAN、ZHIGUANGDIANQI、YISHITEDENGYIZHONGQIYEDOUCHUYUYEJIXIAHUASHENZHIKUISUNZHUANGTAI。


GENJUZHONGGUANCUNCHUNENGCHANYEJISHULIANMENGDESHUJU,2019NIANSANJIDU,ZHONGGUOXINZENGTOUYUNDIANHUAXUECHUNENGXIANGMUZHUANGJIGUIMO78.2MW,TONGBIZENGZHANG-59.6%。BUNANFAXIAN, 2018NIANWOGUODIANHUAXUECHUNENGZHUANGJIKONGQIANZENGZHANG,YIKELUDIANZI、ZHONGTIANKEJIDENGWEISHOUYIZHONGQIYEDOUYOUJIECHUGONGXIAN。DANSUIZHEHANGUOCHUNENGZHEHUOSHIJIANPINFAYINGXIANG、YIJIGUONEICHUNENGSHICHANGSHOUYIMOSHIDEBUQUEDINGXING,GUONEICHUNENGXINGYEKAISHIJINRULIXINGFAZHAN,ZHUANGJILIANGZENGSHIMINGXIANBURUQUNIAN。


KELUDIANZICENGJIESHICHENGSHOULIUDONGZIJINJINZHANGDEYINGXIANG,GONGSISHENGCHANJINGYINGQINGKUANGWEIDAYUQI,CHANPINJIAOFUYANHUAN,DAOZHIYINGYESHOURUGUIMOYOUSUOXIAJIANG。DANYUBANNIANBAOXIANGBI,YANGGUANGDIANYUANDEYINGSHOUCHUXIANDAFUSHANGZHANG,XIANGGUOWAISHICHANGDEJINJUNYINGGAISHIQIZAICHUNENGQIYEZHONGYEJIMINGXIANPIAOHONGDEZHUYAOYUANYIN。


YOUYUGUOWAISHICHANGDIANJIAPIANGAO,QIEYIAODALIYA、MEIGUO、OUZHOUDUOGUODOUYOUCUJINCHUNENGFAZHANDEBUTIEZHENGCEHUOSHICHANGHUANJING,“ZOUCHUQU”XINGCHENGLEDANGQIANCHUNENGQIYEDEYIDAXUANZE。JULEJIECHULECHIXUKAITUOGUONEICHUNENGSHICHANGZHANJULINGXIANDIWEIWAI,JINNIANYANGGUANGDIANYUANHAIZAIBUDUANKUOZHANGGUOJISHICHANGBANTU,ZAIMEIGUOOUZHOUDENGHAIWAIGAODUANSHICHANGDUODEDIAOPIN、YONGHUCE、GUANGCHUDENGDUOGECHUNENGXIANGMU,CONGYINGYONGLINGYUDAODIYUSHIXIAN“BIANDIKAIHUA”。ZHONGGUOHUADIANJINQIYEHELyonGroup(LIANGJITUAN)DACHENGHEZUONIZAIZHONGGUO、AODALIYAHEYAZHOUDIQUGONGTONGKAIFATOUZIDIANCHICHUNENGXIANGMU。BIYADIYESHI“ZOUCHUQU”DEDAIBIAO,CIQIANHAIYUMOXIGENENGYUANJIJINZUZHIQIANSHULE100MWhDIANCHICHUNENGXITONGHEZUO,LINGWAININGDESHIDAIYEHEBIYADITONGYANGKANZHONGLERIBENCHUNENGSHICHANG。


外军来袭,国内企业有多大胜算?


边锋游戏CHENGLIDERENXIANGWANGCHENGWAI,ER“CHENGWAI”DEQIYEZAOYIKANSHANGZHONGGUOSHICHANG。CONGJINNIANFAZHANXINGSHIKAN,XINJIANG、XIZANGDOUKAISHIKAIZHANGUANGFUCHUNENGLIANHEYUNXINGSHIDIAN,QINGHAI、JIANGXIDENGDIYESHIXIANLEDAGUIMOFENGDIANCHUNENGXIANGMUDETANSUO,WEILAIGUONEICHUNENGSHICHANGKENENGCONGDIAOPINDIAOFENGDENGGONGLVXINGSHICHANGXIANGXINNENGYUANFADIANCESHICHANGDEZHUANBIAN,ERQIEGUONEIXINNENGYUANZHUANGJITILIANGDA、WEILAIDUICHUNENGSHICHANGXUQIUYEHUIYUELAIYUEDA。ZHEIYANGXIYINLEYIXIEGUOWAIDEQIYELAIHUAXUNQIUJIYU。YOUQIZAIGUOJIAXIUGAILEWAISHANGTOUZIFAYIHOU,RIHANQIYEZHONGQIZAIHUAZHANCHANGBUJUJIARUSHICHANGZHENGDUOZHAN,ZHEIJIBENLAIJIUYIJINGCHUYUHUNZHANZHUANGTAIDEGUONEIDIANCHISHICHANGYOUDAILAIBUXIAOYALI。DANSHICONGQIYEYEJIYINGLIQINGKUANGLAIKAN,ZHEIXIE“WAILAIDEHESHANG”HENINGDESHIDAILONGTOUQIYERENGYOUYIDINGCHAJU。


YOUYUCHUNENGHUOZAIYINGXIANG,DIYIDIERJIDUHANGUOCHUNENGXINGYEJIBENCHUYUTINGZHIZHUANGTAI,YINGXIANGLEHANGUODIANCHIQIYESHOURUQINGKUANG,DANGENJUHANGUOXIANGGUANMEITIBAODAODISANJIDUYEJIYIJINGYOUSUOGAISHAN。LGHUAXUEYEJIZAIDISANJIDUSHIXIANNIUKUIWEIYING,JINGLIRUNYUE4.26YIYUAN(RENMINBI),DANDISIJIDUYOUYUJIJIEXINGYUANYINYUJIRENGJIANGBAOCHIPIRUAN、LIRUNKENENGBUZUDISANJIDUDEYIBAN。FENXIRENWEILGHUAXUEJINNIANZAIHANGUOYIWAIGUANGFANBUJUCHANNENG,CHUQISHENGCHANLVDIDUISHOUYIYEYOUFUMIANYINGXIANG,DANMINGNIANYOUWANGCHENGXIANDOUQIAODEZENGZHANGQUSHI,MINGNIANQIDIANCHIYEWUXIAOSHOUEJIANGDADAO41.89YIYUAN(RENMINBI),YINGYELILVKEDA4%。



边锋游戏SKIDISANJIDUZHENGTIDEXIAOSHOUHEYINGYELIRUNFENBIEDADAO740.3YIYUANHE197.52YIYUAN,SHOURUBISHANGYIJIDUXIAJIANG5.6%,BIQUNIANTONGQIXIAJIANG17.3%。YINGYELIRUNBISHANGYIJIDUXIAJIANG33.7%,BIQUNIANTONGQIXIAJIANG60.5%。QIZHONGDIANCHIYEWULIRUNRENGRANKUISUN2.56YIYUAN(RENMINBI),DANBISHANGYIJIDUDE4.02YIYUAN(RENMINBI)KUISUNRENGYOUGAISHAN。JUBAODAOYUANYINWEIKUCUNJIANSHAOJIXIAOSHOUEZENGJIA。


边锋游戏SANXINGSDIZAI2019NIANDIANCHIYEWUKUISUN25.23YIYUAN(RENMINBI)。DISIJIDUXIAOSHOUZHENGTIYUJIJIANGTONGBIZENGZHANG9.2%ZHI159.65YIYUAN(RENMINBI),YINGYELIRUNJIANGXIAJIANG86.7%ZHI1.99YIYUAN(RENMINBI)。YUJIMINGNIANXIAOSHOUEKEBISHANGNIANZENGZHANG11%DADAO657.75YIYUAN(RENMINBI),YINGYELIRUNYUJIZENGZHANG105%WEI6.29YIYUAN(RENMINBI)。QIZHONGJIANGZAIZHONGXINGHEDAXINGDIANCHILINGYUCHANSHENG4.48YIYUANDEYINGYELIRUN。


边锋游戏TESILAYUANYUYONGHEZUODIANCHIQIYESONGXIA,QIYINGYELIRUNYESHOUDAOLEZHONGMEIMAOYIZHANYIJITESILADIANCHIYEWUBIAOXIANBUJIADEYINGXIANGERYOUXIAHUA,SONGXIADEQICHEYEWUBUFEN(BAOHANDIANCHI)BENJIDUYINGYEKUISUNYUEHE8.28YIRENMINBI,JIAOSHANGNIANDEKUISUNCHENGDUKUODA78.8%。HAIWEIWANQUANCONGCHUNENGZHEHUOSHIJIANYINGXIANGZOUCHULAI, LGHUAXUEHESKIYOUKAISHIJINXINGRENLI、JISHUXIELUXIANGGUANSUSONGZHAN,QISHIZHEIYEJININGDESHIDAIZHEIYANGDEZHONGGUOQIYEDEJISHUHESHICHANGZHUIJITIGONGLEYOULIHUANJING。GUOWAIBAODAOCHENGMUQIANLGHUAXUEYUSHIJIEDIYIDENINGDESHIDAISHICHANGZHANYOULVXIANGCHA2BEIYISHANG。


而从盈利情况来看,在上一年度中宁德时代的营业利润率可达14.1%,三星SDI为5.7%,LG同期数据为3.2%,而松下仅为1%。国内动力电池边锋游戏市场战场硝烟四起,日韩等外资企业也在虎视眈眈,国内企业未来可能面临更大的威胁。


稿件来源: 北极星储能网
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