Battery rising "disturbance" energy storage market impact geometry?
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2022/05/30 15:53:59
In the view of industry insiders, most enterprises will make a relatively conservative decision at present.
Although everyone on the lithium cell price has an expectation. But different companies respond in different ways. Strength is relatively abundant enterprise in the project to determine the case, may be the price of the cell digestion. But the capital chain is relatively weak enterprise, cannot bear the price pressure among them, can only follow the price rise.
Paineng technology related to a point of view: price expectations more than the price itself to panic the market. Some leading brands, leading enterprises, in their own can absorb some price pressure, can do a positive guide to the market.
In this "price war", stabilizing the market is like stabilizing the morale of the army. It is one of the most important ways to stabilize the market that leading enterprises and leading brands act as the real leader of an industry when they can enjoy it.
It is worth noting that in the recent days of the national tour found that under the current situation of overseas energy tension, the price increase can not really affect the overseas demand, the overseas market generally accept the price increase is relatively high.
Miao Nanlin, director of the energy storage industry at Nanrui Jibao, told us that although upstream raw materials have skyrocketed this year, the energy storage market is still hot, and the scale of new energy storage battery projects continues to grow.
Miao Nanlin said that for the upstream price, the company on the one hand to upgrade product iteration, cost reduction and efficiency, on the one hand to improve the price of related products, as far as possible to conduct pressure. Recent security problems have also led to a higher demand for security from customers and a certain acceptance of the rise in system costs. Miao Nanlin believes that the current material price surge is mainly due to the capacity mismatch of lithium battery supply chain, which is a short-term market phenomenon. With the gradual release of upstream capacity, the material price will enter a downward cycle from the second half of the year to 2023.
Another company executive also said that the price hike does not mean less market demand, will not really have a big impact on the enterprise.
It is understood that the current strategy of some companies to deal with the price increase is to follow the market situation. Because some industrial chains cannot internally digest the pressure of rising materials, they can only conduct, but fortunately, overseas users accept higher prices. One company said, "Despite the price hike last year, sales increased."
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