BAK and Car battery
$ 300,000,000 bet car battery BAK: results in 3,5 years
Neighbors and BYD Battery Co., Ltd. Shenzhen BAK (CBAK.Nasdaq), new energy vehicles in the table, who spent 300 million U.S. dollars in chips. The mobile phone, laptop battery based industry companies, but also put into the development of battery vehicles, electric vehicles in the future hope to grab a slice of the feast.
"Companies are prepared, this investment at least 3-5 years to see results." BAK Battery, vice president of marketing, said Cui Ke.
In the IT, communications to the development of small profit margins today, seeking growth next important issue is the battery manufacturers. For BAK Battery, this point is not only a good prospect, but not every competitor can follow up.
Thousands of units per year car sales in the world, as long as one tenth of the vehicle battery, is a huge market. Cui Ke dreaming, where he went to the BAK Battery is also good prospects. Although their current business Liucheng from cell phone batteries, three come from HP, Dell laptop battery OEM.
BAK said it would take 300 million U.S. dollars budget to build new plant in Tianjin, the production of power batteries. At present, the initial investment over the plant, are a number of pilot light electric vehicle batteries.
"End of the year to pilot car battery." Cui Ke said. But when it can achieve returns, Cui Ke estimate, "at least another 3-5 years." Currently, they focus on supply of electric bicycles. Capacity of the National LEV, Tianjin has one third of the world, this is a new plant site BAK Battery, Tianjin, an important reason.
Mozambique's strategy is: start doing light electric vehicle batteries began the transition to a car battery. This allows a gradual transition in technology, you will not be up to several years of investment of the collapse.
From single cells, to a dozen batteries, to the hundreds of battery packs, it seems that only numbers. But how to ensure the consistency of the battery, and supporting the corresponding cell control system, as a constraint to technological bottlenecks in the industry. Who can overcome technical bottlenecks, whoever will be the biggest beneficiaries of new energy vehicles. Of course, people who can keep up with changes, but also share the feast.
Risk is, who is also not allowed after 3-5 years in the end security can not be profitable, and pre-investment is real money. Cui Ke said, although there are 863 projects funded, and local government in terms of investment and financing some of the green light to open, the pressure is still very large funds.
Opportunities?
A few years ago, a Nokia cell phone battery asking price 200 yuan, and now can be purchased for tens of dollars for cell phone manufacturers do everywhere. "You can not always be a mobile phone battery, the secondary market price war is too cruel," Zhongguancun (3.93, -0.32, -7.53%), a communications equipment sales sigh, as far as he knew, and even some hand-made battery workshop .
Price war with notebook manufacturers and the rise of the Internet, the cost of laptop batteries sharp compression. In response to the recovery of Korean battery manufacturer, BAK Battery, recently added two production lines in order to return with the cost advantages of scale.
Behind these self-help measures, China battery manufacturers generally helpless. Electric vehicles are being introduced the New Deal, it seems to provide them with an opportunity. It is understood that, in addition to BAK outside the few big battery manufacturers have begun to varying degrees, R & D of electric vehicle batteries.
"For many battery manufacturers, this is indeed good news." Changshu, Jiangsu Province by the Triangle Institute of Technology, Changsha, environmentally friendly energy Yongkang said. He said that the country vigorously promote the policy of new energy vehicles will certainly promote the development of related products market.
But he also believes that the field of automotive batteries if you want to Denver, companies must have a considerable accumulation, "Not every company can do" because it eventually hundreds of millions of investment.
This input becomes most uncertain future is the direction of electric vehicle development problems. Detection of related technologies, standards are not clear, hybrid transition period, recovery of raw materials costs and difficult environmental problems caused by, battery manufacturers have increased the risk of betting.
According to market analysis, refer to BYD's stock price, and now the concept of new energy vehicles difficult to have confidence in the stock market a substantial boost. Meanwhile, the uncertain prospects of the technology and policy, but also the most industry funds do not want to touch the risk.
"BYD's warehouse, but also piled ten million battery scrap the experiment." Difficulty of the experiment, Cui Ke company has prepared, but he said the company had not expected to lose money in the end the number of early.
Sand Yongkang prediction: "Finally, only a few can be successful."
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