The blast is thunderous and raging. In a few short years, the lithium battery industry has changed from a small industry in that year to a "giant" who is now walking on the land of China.
It is estimated that after three years, that is, in 2020, China's power battery demand will reach 200Gwh, and the production capacity will reach 270Gwh. If the cost of 1Gwh capacity is generally calculated by industry experts, it will have at least 270 billion yuan. Yuan "hot money" is in the power battery industry.
What is the concept of 270 billion yuan? In response to the 2008 global financial crisis, the central bank implemented the famous “4 trillion rescue planâ€. In the same year, a dose of "drug" was injected, and the Chinese economy continued to maintain growth in the face of a global economy. And 270 billion is about 1/20 of 4 trillion. Imagine how the impact of the 270 billion influx on an industry will affect this industry.
With the outbreak of the domestic new energy automobile industry in 2015, the domestic power battery capacity has risen from 8.8Gwh in 2014 to 33.05Gwh, with a growth rate of approximately 276%. By 2016, China's power battery capacity reached 101.2Gwh, compared with It increased by 206% over the same period. It is estimated that China's power battery capacity will reach 180Gwh in 2017, and the growth rate will reach about 77.9% in the same period. Taking the horizontal comparison between 2017 and 2014 data, we have surprisingly found that the growth rate of lithium battery capacity has reached 1945%, which means that China's power lithium battery industry under the influence of new energy vehicle policy, in just three years Completed nearly 20 times growth expectations.
According to the author's knowledge, in history, there is only the third son of Chen Tangguan Li, who is in the mythical era. The growth rate of "three years of pregnancy, the birth of a child, and the long wind" can be compared with today's "Lithium Giant". It is. Although there are young people's bodies, there is no juvenile mind, and eventually they are in the sea, and they are in great trouble. Similarly, the power battery industry is like a three-year-old child who is working for a 20-year-old adult. Then the problem is coming, the power battery industry is so "hard", does it not need "nutrition fast line"? In fact, the power battery industry not only needs “nutrition fast lineâ€, but also “East E-Jiao†because China’s power battery companies generally start “anemiaâ€.
If the company is like a person, then the employee is the blood of the flow. As a capital-intensive and technology-intensive industry, the power battery industry is indispensable. The rushing capital has ripened the giant's huge "skins", but under the skin, the core technical blood has been slow to keep up. Known as the 270Gwh capacity lithium battery giant, under the influence of "anemia" is getting weaker.
It is understood that in the power battery industry, it takes about 1-2 years to train a good technical worker. It takes at least 3-5 years to train a qualified engineer. I want to cultivate a unique technology. Experts need to spend at least 10 years. As mentioned above, the power lithium battery industry was still a small industry that was not known for a few years ago, and the core talents of domestic power batteries are even rare. How can such a thin technical soil raise the 270Gwh towering tree? As a result, the enterprises began to fight against each other, and the mutual digging of the wall has become a trend; the industry has dug people to "eye-catching", which frequently occurs. More companies have invested heavily in production lines, but they are difficult to operate because of the lack of core teams.
If the steps are too big, the eggs will be pulled, and the development of the industry is to be planted. It is necessary to know that the photovoltaic brothers hanging on the neck of the coal hills are still watching the lithium battery with their eyes open! Of course, the actual production capacity in 2017 may not reach 101.2Gwh, which has the water to deal with the 8Gwh threshold, but the situation is not optimistic.
At the beginning of the expansion of the enterprise, it is indeed difficult. The original crime of "developing production lines, buying technology, and digging talents" is also a helpless move. But look at the world, Japan and South Korea, Western Europe and North America, how strong, how can the lithium battery industry occupy a place in the world market? How can the "blood" handling mode of "removing the east wall and replenishing the western wall" turn the lithium "big country" into a "powerful country"?
To know that there are not so many "Xu Sanguan" in the world, what can be bought is not really "technology". It is not necessarily true "talent". "Blood transfusion" is only a plan to slow down the blood, and "hematopoiesis" is Long-term plan. Make full use of scientific research institutes, research and development institutions, and enterprise technology research and development centers and other research and development forces, and continue to create "manufacturing" talents for the power battery industry, so that the blood of talents can better support the company's great development. In 1985, Comrade Xiaoping reached a finger to cut a million PLA. When asked if the disarmament of a million is appropriate, Comrade Xiaoping is arrogant, can a fat man fight? It is also true now, don't wait until the "giant" crashes down, only to find that the "giant" only has skin pockets.
It is estimated that after three years, that is, in 2020, China's power battery demand will reach 200Gwh, and the production capacity will reach 270Gwh. If the cost of 1Gwh capacity is generally calculated by industry experts, it will have at least 270 billion yuan. Yuan "hot money" is in the power battery industry.
What is the concept of 270 billion yuan? In response to the 2008 global financial crisis, the central bank implemented the famous “4 trillion rescue planâ€. In the same year, a dose of "drug" was injected, and the Chinese economy continued to maintain growth in the face of a global economy. And 270 billion is about 1/20 of 4 trillion. Imagine how the impact of the 270 billion influx on an industry will affect this industry.
With the outbreak of the domestic new energy automobile industry in 2015, the domestic power battery capacity has risen from 8.8Gwh in 2014 to 33.05Gwh, with a growth rate of approximately 276%. By 2016, China's power battery capacity reached 101.2Gwh, compared with It increased by 206% over the same period. It is estimated that China's power battery capacity will reach 180Gwh in 2017, and the growth rate will reach about 77.9% in the same period. Taking the horizontal comparison between 2017 and 2014 data, we have surprisingly found that the growth rate of lithium battery capacity has reached 1945%, which means that China's power lithium battery industry under the influence of new energy vehicle policy, in just three years Completed nearly 20 times growth expectations.
According to the author's knowledge, in history, there is only the third son of Chen Tangguan Li, who is in the mythical era. The growth rate of "three years of pregnancy, the birth of a child, and the long wind" can be compared with today's "Lithium Giant". It is. Although there are young people's bodies, there is no juvenile mind, and eventually they are in the sea, and they are in great trouble. Similarly, the power battery industry is like a three-year-old child who is working for a 20-year-old adult. Then the problem is coming, the power battery industry is so "hard", does it not need "nutrition fast line"? In fact, the power battery industry not only needs “nutrition fast lineâ€, but also “East E-Jiao†because China’s power battery companies generally start “anemiaâ€.
If the company is like a person, then the employee is the blood of the flow. As a capital-intensive and technology-intensive industry, the power battery industry is indispensable. The rushing capital has ripened the giant's huge "skins", but under the skin, the core technical blood has been slow to keep up. Known as the 270Gwh capacity lithium battery giant, under the influence of "anemia" is getting weaker.
It is understood that in the power battery industry, it takes about 1-2 years to train a good technical worker. It takes at least 3-5 years to train a qualified engineer. I want to cultivate a unique technology. Experts need to spend at least 10 years. As mentioned above, the power lithium battery industry was still a small industry that was not known for a few years ago, and the core talents of domestic power batteries are even rare. How can such a thin technical soil raise the 270Gwh towering tree? As a result, the enterprises began to fight against each other, and the mutual digging of the wall has become a trend; the industry has dug people to "eye-catching", which frequently occurs. More companies have invested heavily in production lines, but they are difficult to operate because of the lack of core teams.
If the steps are too big, the eggs will be pulled, and the development of the industry is to be planted. It is necessary to know that the photovoltaic brothers hanging on the neck of the coal hills are still watching the lithium battery with their eyes open! Of course, the actual production capacity in 2017 may not reach 101.2Gwh, which has the water to deal with the 8Gwh threshold, but the situation is not optimistic.
At the beginning of the expansion of the enterprise, it is indeed difficult. The original crime of "developing production lines, buying technology, and digging talents" is also a helpless move. But look at the world, Japan and South Korea, Western Europe and North America, how strong, how can the lithium battery industry occupy a place in the world market? How can the "blood" handling mode of "removing the east wall and replenishing the western wall" turn the lithium "big country" into a "powerful country"?
To know that there are not so many "Xu Sanguan" in the world, what can be bought is not really "technology". It is not necessarily true "talent". "Blood transfusion" is only a plan to slow down the blood, and "hematopoiesis" is Long-term plan. Make full use of scientific research institutes, research and development institutions, and enterprise technology research and development centers and other research and development forces, and continue to create "manufacturing" talents for the power battery industry, so that the blood of talents can better support the company's great development. In 1985, Comrade Xiaoping reached a finger to cut a million PLA. When asked if the disarmament of a million is appropriate, Comrade Xiaoping is arrogant, can a fat man fight? It is also true now, don't wait until the "giant" crashes down, only to find that the "giant" only has skin pockets.
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