Various signs indicate that the flooding of the lead-acid battery industry for re-production expansion has quietly begun.
Recently, Nandu Power issued a public notice that its wholly-owned subsidiary, Linan Nandu, passed comprehensive inspections and acceptance of pollution and resumed formal production. Not long ago, Nandu Power Holdings Chengdu State Shipbuilding New Energy Co., Ltd., to further expand the production capacity of lead-acid batteries and energy storage batteries.
Remanufactured and expanded lead-acid battery manufacturers are not just Nandu power supplies. Including camel shares, Chaowei Power, Shengyang shares, sail shares, Johnson Controls and many other large battery companies have new construction and expansion projects and plans.
Along with the “Suppression of the Lead†launched by the Ministry of Environmental Protection and other nine ministries and commissions since May of this year, the lead-acid battery industry experienced a “shock cure†rectification. On November 30, the Ministry of Environmental Protection announced the production, assembly and recycling of lead-acid batteries. The list of (recycled lead) companies shows that of the 779 registered companies, 649 were shut down and the proportion of shutting down exceeded 80%.
However, according to our reporter’s interview, after experiencing “labor painsâ€, the lead-acid battery industry has seen the market share of leading enterprises expand and the industry concentration has increased. At the same time, some of the polluting enterprises have moved to the “undergroundâ€, or Become a "dead corner" for reorganization.
While surviving lead-acid battery companies joined the wave of expansion "shock healing", Nandu Power has been idle.
On December 15, Nandu Power announced that it plans to use its own funds of RMB 120 million to realize the control of Chengdu State Shipbuilding New Energy Co., Ltd. to further increase the production capacity of lead-acid power batteries and energy storage batteries.
At the same time, Hangzhou Nandu Battery Co., Ltd., another wholly-owned subsidiary of Nandu Power, has stopped the production of lead-acid batteries due to the inability to meet the requirements for a 500-meter sanitary protection distance.
Nandu Power stated that the direct or indirect impact of this year's production shutdown exceeded the time of one quarter. The estimated suspension of production has affected sales revenue of approximately 400 million to 500 million yuan and net profit of approximately 25 million yuan. This made Southern Metropolis Power with a net profit of 29.9701 million yuan in the first three quarters of this year fall by 42.5% year-on-year.
In fact, at the same time as "shock healing", Nandu Power has been idle.
On September 23, Nandu Power announced that it had used a total of 243 million yuan of over-raised funds to acquire a 51% stake in Jieshou Huayu Power Co., Ltd. and an 80% stake in Zhejiang Changxing Wufeng Power Co., Ltd., which is mainly engaged in the business of the two companies. , battery production, sales.
Among them, Huayu Power currently has a processing capacity of 8 million batteries and 14 million plates, and Jieshou City newly approved 100 acres of land for Huayu. This company is all used to expand the assembly capacity of battery plates, and it is expected that the completion of the new plant will be made next year. Huayu battery production capacity reaches 75,000 units per day, and the power battery and polar board will realize a 1:1 matching and the excess capacity will be used as a communication battery.
A brokerage person told the newspaper that it is estimated that Huayu Power will realize sales revenue of about RMB 1.5 billion in 2012. In the current situation where new batches of projects are difficult and lead indicators are scarce, the advantages of Nandu Huayu's power expansion are obvious.
In the wave of expansion of the lead-acid battery industry, Nandu Power is not the one in action.
Shandong Shengyang Power Co., Ltd. convened its board of directors on December 9 and issued an announcement to increase the overall production scale of the company to an annual output of 6 million new lead-acid batteries through new investment, relocation of existing production equipment, and expansion of the project area. KVAh.
Camel also announced in a recent announcement that it intends to invest 4 million kVAh of new low-lead-consumption maintenance-free storage battery with the remaining over-raised capital, and the company plans to set up a wholly-owned subsidiary “Camel Group Gucheng Battery Co., Ltd.†and The concrete implementation of the above items. After the above projects are put into production, the camel’s new high-performance low-lead consumption maintenance-free storage battery will have a capacity of 14 million KVAH, which is the highest in the country.
Leading companies benefit from "The introduction of "Lead-Acid Battery Admission Regulations" next year will become an industry reversal catalyst."
After the reorganization of the enterprises after the major rectification and production expansion, there are market incentives for the unabated demand for lead-acid batteries.
Recently, Yao Lingchun, deputy secretary-general of the China Battery Industry Association and secretary general of the Zhejiang Lead-Acid Battery Industry Association, told reporters that the rigid demand for lead-acid batteries has always existed and will not be reduced because of rectification. Other batteries cannot be replaced in the short term.
"From the perspective of supply and demand, the 2012 lead-acid battery price has a relatively large price increase expectation. According to different downstream areas, we believe that the price increase range from large to low: power battery> new energy storage battery, starter battery> "Communications battery." A lead-acid battery industry analyst told reporters that lead-acid battery company production capacity indicators are strictly controlled by the environmental protection department, the consequences of excessive standards, the possibility of excessive enterprise production is extremely small, at the same time, the new project approval authority has been raised to the provincial government When the remediation has not yet come to an end, the possibility of new projects being approved is relatively low. Therefore, the capacity gap will be difficult to make up in the short term.
In this context, "the rectification of lead-acid batteries will lead to an increase in industry concentration." Donghai Securities analyst Xiaoming Xie said.
The analysis of industry experts has been verified in lead-acid battery companies.
"This year, the battery industry conducted environmental inspections, which led to a reduction in battery production in the short term, but the downstream demand has steadily increased. Battery orders have been concentrated in the remaining enterprises. The scale effect is gradually reflected in the industry consolidation." On the 24th, a lead was The main person in charge of the listed company of the acid battery told this reporter that these large, surviving companies tend to pass the new construction and expansion projects and seize the lead-acid battery market cake that has been left free by the majority of companies that have stopped production.
"The introduction of the "Lead-Acid Battery Admission Regulations" next year will become an industry reversal catalyst." Wang Haisheng, an analyst at Huatai United Securities, said that the new industry access regulations are expected to impose stricter regulations on corporate scale, environmental protection conditions, etc., triggering the industry again Remediation. In addition, adjustments in plate processing technology, external chemical conversion, etc. will also have an impact on the existing production capacity of the industry. The industry development trend in the future is very clear that the market concentration has increased and the big companies continue to benefit.
"Leading Chinese Washing"?
Many small businesses and small workshops become blind spots for environmental protection.
With the deepening of the "Suspension of the Lead," the industry is still facing "deep corners," while at the same time focusing on deep integration.
On November 30th, in the “List of Lead-acid Battery Production, Assembly, and Recycling (Recycled Lead) Companies†published by the Ministry of Environmental Protection, only 14 provinces and cities announced the results. Among the 779 registered companies, the banned manufacturing enterprises were closed. In 348, 140 production enterprises have been discontinued, and 160 production companies have been suspended. One enterprise in construction in Guizhou Province has also been asked to stop construction, with a closing rate of 83%; there are only 107 manufacturers, accounting for 13.74% of the total number of companies announced, and 23 companies are in the state of construction.
However, according to industry insiders, it is interesting to note that the output of lead-acid batteries has not been reduced significantly due to the closure of enterprises.
Xu Hong, secretary general of the Lead-Acid Battery Branch of China National Electrical Equipment Industry Association, pointed out the mystery behind the recent interview with reporters: “Some small-sized companies now have a huge impact on the market. They have moved underground to produce, causing many companies to suspend production for rectification. The market supply has not lost much."
This statement has also been confirmed in the industry.
“Each of the 779 enterprises registered by the Ministry of Environmental Protection, although close to 80%, due to the low technical threshold for entry of lead-acid batteries, many small businesses and small workshops have become blind spots for environmental protection.†The above-mentioned main lead-acid batteries The chief person in charge of the listed company told this reporter that small businesses and small workshops are small because of their small size and their concealment is also strong. They are not produced when the environmental protection department checks, and secretly produce without inspection. After the advent of the “Supreme Strikeâ€, the “underground production†caused by the failure of government supervision has given unfair competition to large companies.
“In addition to the environmental monitoring team, we did not usually see anybody in charge of us. The production workshops were shut down and replaced by another place. Some companies were also protected by the local government. After the “discharge of lead,†many should have disappeared. The battery brand has recently appeared quietly.†The owner of a lead-acid battery company, who declined to be named, said, “In addition to strengthening supervision, I hope that China can learn from the experience of some developed countries' green supply chains. The major buyers should be responsible for their lead. Acid battery suppliers provide guidance to encourage suppliers to make improvements to clean production."
Recently, Nandu Power issued a public notice that its wholly-owned subsidiary, Linan Nandu, passed comprehensive inspections and acceptance of pollution and resumed formal production. Not long ago, Nandu Power Holdings Chengdu State Shipbuilding New Energy Co., Ltd., to further expand the production capacity of lead-acid batteries and energy storage batteries.
Remanufactured and expanded lead-acid battery manufacturers are not just Nandu power supplies. Including camel shares, Chaowei Power, Shengyang shares, sail shares, Johnson Controls and many other large battery companies have new construction and expansion projects and plans.
Along with the “Suppression of the Lead†launched by the Ministry of Environmental Protection and other nine ministries and commissions since May of this year, the lead-acid battery industry experienced a “shock cure†rectification. On November 30, the Ministry of Environmental Protection announced the production, assembly and recycling of lead-acid batteries. The list of (recycled lead) companies shows that of the 779 registered companies, 649 were shut down and the proportion of shutting down exceeded 80%.
However, according to our reporter’s interview, after experiencing “labor painsâ€, the lead-acid battery industry has seen the market share of leading enterprises expand and the industry concentration has increased. At the same time, some of the polluting enterprises have moved to the “undergroundâ€, or Become a "dead corner" for reorganization.
While surviving lead-acid battery companies joined the wave of expansion "shock healing", Nandu Power has been idle.
On December 15, Nandu Power announced that it plans to use its own funds of RMB 120 million to realize the control of Chengdu State Shipbuilding New Energy Co., Ltd. to further increase the production capacity of lead-acid power batteries and energy storage batteries.
At the same time, Hangzhou Nandu Battery Co., Ltd., another wholly-owned subsidiary of Nandu Power, has stopped the production of lead-acid batteries due to the inability to meet the requirements for a 500-meter sanitary protection distance.
Nandu Power stated that the direct or indirect impact of this year's production shutdown exceeded the time of one quarter. The estimated suspension of production has affected sales revenue of approximately 400 million to 500 million yuan and net profit of approximately 25 million yuan. This made Southern Metropolis Power with a net profit of 29.9701 million yuan in the first three quarters of this year fall by 42.5% year-on-year.
In fact, at the same time as "shock healing", Nandu Power has been idle.
On September 23, Nandu Power announced that it had used a total of 243 million yuan of over-raised funds to acquire a 51% stake in Jieshou Huayu Power Co., Ltd. and an 80% stake in Zhejiang Changxing Wufeng Power Co., Ltd., which is mainly engaged in the business of the two companies. , battery production, sales.
Among them, Huayu Power currently has a processing capacity of 8 million batteries and 14 million plates, and Jieshou City newly approved 100 acres of land for Huayu. This company is all used to expand the assembly capacity of battery plates, and it is expected that the completion of the new plant will be made next year. Huayu battery production capacity reaches 75,000 units per day, and the power battery and polar board will realize a 1:1 matching and the excess capacity will be used as a communication battery.
A brokerage person told the newspaper that it is estimated that Huayu Power will realize sales revenue of about RMB 1.5 billion in 2012. In the current situation where new batches of projects are difficult and lead indicators are scarce, the advantages of Nandu Huayu's power expansion are obvious.
In the wave of expansion of the lead-acid battery industry, Nandu Power is not the one in action.
Shandong Shengyang Power Co., Ltd. convened its board of directors on December 9 and issued an announcement to increase the overall production scale of the company to an annual output of 6 million new lead-acid batteries through new investment, relocation of existing production equipment, and expansion of the project area. KVAh.
Camel also announced in a recent announcement that it intends to invest 4 million kVAh of new low-lead-consumption maintenance-free storage battery with the remaining over-raised capital, and the company plans to set up a wholly-owned subsidiary “Camel Group Gucheng Battery Co., Ltd.†and The concrete implementation of the above items. After the above projects are put into production, the camel’s new high-performance low-lead consumption maintenance-free storage battery will have a capacity of 14 million KVAH, which is the highest in the country.
Leading companies benefit from "The introduction of "Lead-Acid Battery Admission Regulations" next year will become an industry reversal catalyst."
After the reorganization of the enterprises after the major rectification and production expansion, there are market incentives for the unabated demand for lead-acid batteries.
Recently, Yao Lingchun, deputy secretary-general of the China Battery Industry Association and secretary general of the Zhejiang Lead-Acid Battery Industry Association, told reporters that the rigid demand for lead-acid batteries has always existed and will not be reduced because of rectification. Other batteries cannot be replaced in the short term.
"From the perspective of supply and demand, the 2012 lead-acid battery price has a relatively large price increase expectation. According to different downstream areas, we believe that the price increase range from large to low: power battery> new energy storage battery, starter battery> "Communications battery." A lead-acid battery industry analyst told reporters that lead-acid battery company production capacity indicators are strictly controlled by the environmental protection department, the consequences of excessive standards, the possibility of excessive enterprise production is extremely small, at the same time, the new project approval authority has been raised to the provincial government When the remediation has not yet come to an end, the possibility of new projects being approved is relatively low. Therefore, the capacity gap will be difficult to make up in the short term.
In this context, "the rectification of lead-acid batteries will lead to an increase in industry concentration." Donghai Securities analyst Xiaoming Xie said.
The analysis of industry experts has been verified in lead-acid battery companies.
"This year, the battery industry conducted environmental inspections, which led to a reduction in battery production in the short term, but the downstream demand has steadily increased. Battery orders have been concentrated in the remaining enterprises. The scale effect is gradually reflected in the industry consolidation." On the 24th, a lead was The main person in charge of the listed company of the acid battery told this reporter that these large, surviving companies tend to pass the new construction and expansion projects and seize the lead-acid battery market cake that has been left free by the majority of companies that have stopped production.
"The introduction of the "Lead-Acid Battery Admission Regulations" next year will become an industry reversal catalyst." Wang Haisheng, an analyst at Huatai United Securities, said that the new industry access regulations are expected to impose stricter regulations on corporate scale, environmental protection conditions, etc., triggering the industry again Remediation. In addition, adjustments in plate processing technology, external chemical conversion, etc. will also have an impact on the existing production capacity of the industry. The industry development trend in the future is very clear that the market concentration has increased and the big companies continue to benefit.
"Leading Chinese Washing"?
Many small businesses and small workshops become blind spots for environmental protection.
With the deepening of the "Suspension of the Lead," the industry is still facing "deep corners," while at the same time focusing on deep integration.
On November 30th, in the “List of Lead-acid Battery Production, Assembly, and Recycling (Recycled Lead) Companies†published by the Ministry of Environmental Protection, only 14 provinces and cities announced the results. Among the 779 registered companies, the banned manufacturing enterprises were closed. In 348, 140 production enterprises have been discontinued, and 160 production companies have been suspended. One enterprise in construction in Guizhou Province has also been asked to stop construction, with a closing rate of 83%; there are only 107 manufacturers, accounting for 13.74% of the total number of companies announced, and 23 companies are in the state of construction.
However, according to industry insiders, it is interesting to note that the output of lead-acid batteries has not been reduced significantly due to the closure of enterprises.
Xu Hong, secretary general of the Lead-Acid Battery Branch of China National Electrical Equipment Industry Association, pointed out the mystery behind the recent interview with reporters: “Some small-sized companies now have a huge impact on the market. They have moved underground to produce, causing many companies to suspend production for rectification. The market supply has not lost much."
This statement has also been confirmed in the industry.
“Each of the 779 enterprises registered by the Ministry of Environmental Protection, although close to 80%, due to the low technical threshold for entry of lead-acid batteries, many small businesses and small workshops have become blind spots for environmental protection.†The above-mentioned main lead-acid batteries The chief person in charge of the listed company told this reporter that small businesses and small workshops are small because of their small size and their concealment is also strong. They are not produced when the environmental protection department checks, and secretly produce without inspection. After the advent of the “Supreme Strikeâ€, the “underground production†caused by the failure of government supervision has given unfair competition to large companies.
“In addition to the environmental monitoring team, we did not usually see anybody in charge of us. The production workshops were shut down and replaced by another place. Some companies were also protected by the local government. After the “discharge of lead,†many should have disappeared. The battery brand has recently appeared quietly.†The owner of a lead-acid battery company, who declined to be named, said, “In addition to strengthening supervision, I hope that China can learn from the experience of some developed countries' green supply chains. The major buyers should be responsible for their lead. Acid battery suppliers provide guidance to encourage suppliers to make improvements to clean production."
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According to the working principle and materials used, the ultrasonic transducer has Piezoelectric Transducer, electrostatic transducer (capacitive transducer), magnetostrictive transducer, electromagnetic acoustic transducer, mechanical transducer and other types [1].
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