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日媒:取消補貼 中國車載電池企業能取勝嗎

2019-2-14 09:53 | 來自:商用車新網

       據《日本經濟新聞》2月11日報道,“中國最近的(純電動汽車相關)政策向淘汰技術實力低下企業的方向轉變。必須在(2020年的)補貼制度取消之前進一步提高競爭力”,一名比亞迪的高管透露出危機感。比亞迪在全球車載電池市場上份額排在第三。

       報道稱,中國政府從2012年前后開始大力培育車載電池產業。由于政府向車載電池行業投入超過1萬億日元的巨額補貼,中國誕生了數百家電池企業。例如,企業每生產一輛純電動汽車,政府就發放超過100萬日元(約合6.16萬元人民幣)補貼,電池企業建設工廠的費用也主要由政府承擔。從中收益巨大的就是比亞迪。


       然而,就連比亞迪也需要應對2020年之后的“補貼消失”。如果沒有補貼,單從實力來看,該公司被認為目前仍遜色于日本的松下和韓國企業。

       沖擊還波及其他企業。2018年7月,深圳市沃特瑪電池陷入停產。在中國的車載電池市場上,該公司2017年的市場份額位居第三,但是由于政府補貼減少,無法維持經營。

       據報道,補貼減少的動向不會停歇,中國各家廠商今后將直面“2020年問題”。中國政府已經提出2020年取消補貼的方針,廠商的優勝劣汰必將發生。

       報道稱,作為消費刺激政策的一環,中國政府1月29日對于純電動汽車顯示出增加補貼的方針。但是補貼對象僅限部分車型,整體上減少補貼的方向今后不會發生改變。有觀點認為,中國電池企業今后將面臨更嚴峻的局面。

       據中國調查公司GGII統計,中國的車載電池企業2017年為135家,2018年減至90家。日本瑞穗銀行國際營業部的主任研究員湯進指出,估計最終能活下來的只有20家左右。

       報道稱,寧德時代的董事長曾毓群曾給員工群發了一封以《臺風來了,豬真的會飛嗎?》為題的郵件。這里所說的臺風指的是補貼等政策。即便是作為車載電池巨頭的寧德時代現在也拼命擺脫依賴政府補貼的成長模式。其原因并不僅僅是補貼政策將取消。

       隨著補貼政策取消,中國企業將不得不與松下、LG化學等強大外企正面交鋒。中國車載電池企業到時候能取勝嗎?2020年正在漸漸靠近。
【凡屬本站原創文章,如轉載請注明“來自:商用車新網”】

發布者: yangxk| 來自: |
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