New energy auto parts ushered in the explosive period, who will become the industry leader? In recent years, the vehicle market fierce price war ignited to the supply chain, price cuts and cost reduction into the second round of clearing stage, at this stage to power battery as a representative of some segments of the industry overcapacity to cash in on the structural overcapacity makes the relevant enterprises feel the chill. In contrast, the intelligent process of new energy vehicles represented by intelligent cockpit and intelligent driving is in full swing.
Power battery and the four main materials have entered the structural overcapacity stage, 2024 power battery, anode material price reduction space still exists, electrolyte, negative electrode or with the capacity to clear the bottom in the year. Negative electrode and electrolyte shipment price downward, below the production cost line of some enterprises, along with capacity clearing product prices are expected to bottom out within the year, and the credit qualification of relevant enterprises is further differentiated.
Look forward to ‘intelligent’, complementary energy market outbreak, electric drive, lightweight die-casting market environment is also relatively stable. Intelligence has become a competitive tool for car companies, intelligent cockpit and intelligent driving two major directions go hand in hand, cost reduction trend in low-end models intelligent penetration rate is expected to further increase.
New energy vehicle penetration rate increase, the complementary energy market development space is good, power exchange mode in the operation of passenger cars and commercial heavy trucks have more advantages, the long-term new energy vehicle complementary power exchange mode and charging mode will coexist.
In the face of increasingly fierce price competition, OEMs are accelerating the new energy vehicle revolution from ‘electrification’ to ‘intelligence’, in order to seek higher product differences and added value, and to enhance competitive advantages and profit margins, represented by intelligent cockpit and intelligent driving. Intelligent new energy vehicle intelligent field ushered in the growth acceleration period.
New energy auto parts ushered in the outbreak, who will become the industry leader? As the penetration rate of new energy vehicles increases, the complementary energy market development space is good, the power exchange mode in the operation of passenger cars and commercial heavy trucks have more advantages, in the long run, new energy vehicles complementary power exchange mode and charging mode will coexist.
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