Recently, the lead-acid battery branch of the China Electrical Appliance Industry Association held an online briefing on the resumption of work and production. Zhang Rui, director of the branch, said that after entering the new normal period, the development of the lead-acid battery industry has gradually changed from relying on factor input to relying on innovation-driven, labor-intensive to automatic, intelligent, and service-oriented, and the development of the industry has gradually changed from extensive to intensive. Industry transformation and upgrading, green development has become a consensus, green manufacturing and green products are leading the transformation and upgrading of the industry. At the meeting, a draft of the guidance for the 14th five-year Plan of the lead-acid battery industry was also published for discussion by the industry.
According to the 2019 data released by the Association, the lead-acid battery industry achieved a total output of 278 million kVAh last year, with a total output value of 198 billion yuan.Among them, the economic scale of leading backbone enterprises, such as Chaowei, Lishi, Nandu, Fengfan and Camel, has grown by more than 10%, and the overall economic scale of the industry has maintained a good momentum of development.China's automobile industry has maintained a good state of development in 2019, due to the current use of cars.Accumulator battery100% useLead acid batteryIn 2019, automotive lead-acid batteries also maintained a growth rate of about 9% compared with the same period last year.
For electric bicyclesLead acid batteryThe market has been affectedLithium batteryImpact, 2019Electric bicycleThe proportion of lead-acid batteries dropped to about 86.8%, with a year-on-year growth rate of 10.7%.
By the end of last year, the number of communication base stations in China had reached 8.41 million, of which 2.52 million were Macro base stations, an increase of 29.7% over the same period last year.Before the 13th five-year Plan, 100% of the batteries replaced by the base station used lead-acid batteries.Entering the 13th five-year Plan, China Iron Tower Co., Ltd., the main operator of China's communication base stations, began to use power decommissioned lithium batteries for echelon utilization, so that the proportion of lead-acid batteries decreased year by year, falling by about 32% in 2019 compared with the same period last year.
In addition, in view of the current state of foreign trade, Yi Xiaobo, secretary general of the branch, said that China is the world's largest foreign trade country of lead-acid batteries, and its products are mainly exported to the United States, Europe, Africa, the Middle East and other countries and regions.Before the 13th five-year Plan, the direct export of lead-acid batteries accounted for about 10% of the total domestic production, and maintained steady growth and a good trade surplus.Yi Xiaobo said that after entering the 13th five-year Plan, the import and export trade environment of lead-acid batteries has undergone some changes, mainly in the following aspects: first, starting from 2016, the state levied a 4% consumption tax on lead-acid batteries.Second, the domestic lead price has risen sharply, with a difference of more than 15% from the international lead price.Third, the increase of labor cost and environmental protection cost of enterprises.The fourth is the Sino-US trade friction that began in 2018.Affected by the above factors, the export price advantage of Chinese lead-acid battery products gradually declined during the 13th five-year Plan, and the export volume showed a slight downward trend.The export volume of lead-acid batteries in 2019 was 170 million, down 10.4% from the same period last year.
During the 13th five-year Plan period, the cutting-edge technology of lead-acid batteries in China, combined with the needs of the situation in which the products are moving towards the middle and high end, strengthened the research, popularization and application of new product technologies, and conquered a number of product basic common technologies.For example, EFB/AGM start-stop battery technology, lead-carbon battery technology, small power battery technology.
Some high-end equipment has made a breakthrough, continuous casting and rolling, drawing (punching) net complete set of electrode plate manufacturing system.Fully automatic casting and welding wire for small dense power batteryHigh-speed CNC assembly line for automobile batteryIntegrated automatic acid circulation systemPulse fast charging technology.
The export of complete sets of equipment continues to expand. With the rapid development of China's economy and the rapid rise of the manufacturing industry, the manufacturing level of lead-acid batteries in China has also entered the advanced ranks of the world.Entering the 13th five-year Plan, China's lead-acid battery manufacturing equipment with high quality and low price has gradually enjoyed a good reputation in the world, especially in recent years, with the rise and development of lead-acid battery industry in Southeast Asia, South Asia, the Middle East and other countries and regions such as Vietnam, India, etc., the lead-acid battery production equipment, which was originally made in the United States, Italy, Japan and South Korea, has gradually shifted to being made in China. The demand form of equipment has gradually developed from single to integrated, integrated and systematic.In 2019, the export number of complete sets of lead-acid batteries in China was 2155 (sets), an increase of 23.6% over the same period last year.
In addition, the R & D test capability of the industry has been strengthened. during the 13th five-year Plan period, Tianneng, Chaowei and other industry leading enterprises have continuously improved the construction of enterprise R & D test system through the reorientation and adjustment of enterprise R & D test capability. enhance the ability of enterprises to test R & D.
Yi Xiaobo said that at present, there are multiple challenges in the industry, including insufficient basic research and development within the industry, lack of high-end talent, insufficient cooperation in the development of the industry, and slow progress of cross-border integration.There are still some problems, such as lack of standards, financial constraints, weak integration foundation, low level of digitization of production information and so on.At the same time, the competitive environment also needs to be improved.
He said that under the influence of the traditional extensive thinking mode of industrial development, industrial enterprises still generally value scale over quality, speed over efficiency, mass production over personalized customization, and manufacturing over service. The consciousness of developing service-oriented manufacturing is not strong.In addition, because the innovative service business needs financial and human support, the short-term investment is relatively large, while it is faced with many uncertain factors in the long term, such as market risk, technology development risk, business risk and so on. It causes production enterprises to be more cautious in carrying out service-oriented manufacturing business.
The overall goals proposed in the discussion draft of the guidance on the 14th Five-Year Plan for the lead-acid battery industry are:Continue to increase scientific and technological innovation and industrial upgrading, focus on promoting intelligent manufacturing, green manufacturing, service-oriented manufacturing, lean manufacturing and circular manufacturing of battery production, significantly improve product quality, specific energy and cost control levels, and realize the transformation of old and new kinetic energy in the lead-acid battery industry. Rapid industrial upgrading, accelerating the transformation of the lead-acid battery industry into a world industry and technology innovation power;Build new core competitive advantages for my country's lead-acid battery industry.
In response to the current epidemic situation, companies hope to postpone the proposal of levying consumption tax on battery products.
Xu Hong, deputy secretary-general of the branch, said that although most companies have resumed work, due to the impact of upstream and downstream industrial chains and personnel, logistics, capital and consumption taxes, the battery industry is almost in a state of shutdown, and the economic operation continues to decline, creating a situation unprecedented in history. Downward state.
A small number of enterprises started to resume work in mid-March, and most enterprises did not resume work until around March 20. However, since the enterprises have a large number of foreign employees, accounting for more than 60%, and the returning employees are quarantined for at least 14 days according to local requirements, it is difficult to form production capacity.More than 90% of companies have reduced actual production time due to delayed resumption of work, which has resulted in only postponed or reduced original orders, disrupting the production rhythm of many companies.
It is understood that the total output of the battery industry in the first quarter was 38.83 million kVAh, a decrease of more than 30% compared with the same period. The output value was 456 million yuan, a year-on-year decrease of more than 25%.Affected by the epidemic, direct losses were 4.45709 million yuan, export losses were 842.43 million yuan, a decrease of about 30%, production capacity accounted for 66%, and personnel return to work rate was 60%.The order loss was 3.316 million yuan.
Due to the uneven resumption of work in various places, the industrial chain required for battery products is distributed across the country, which affects the guarantee of supply chain supply.Enterprises are under multiple pressures and are short of funds.Due to the inability to produce normally and the inability to deliver orders normally, there is little capital withdrawal, but the company still has to pay employees 'wages, social security and other expenses. In addition, the company also has to pay credit interest, fixed expenses, consumption tax and other expenses, making the company's capital chain even more tight, and the pressure on the company is even heavier.
What has followed is that some battery companies have received notices to postpone loan withdrawals, and some companies have received notices to cancel orders.The international impact has also gradually emerged, with export losses totaling about 2 billion yuan.Judging from the current situation, the impact of the spread of the international epidemic on the export of the industry may not have yet reached the turning point, and the impact will be even greater.
The impact of consumption tax on the industry under the epidemic.Under the epidemic, the overall economy of the battery industry has experienced a rocky decline, production has been in a semi-stop state, the global epidemic is getting worse and exports have stagnated.The consumption tax levied on the battery industry at this time made it impossible for battery companies that were already struggling to operate.
Battery companies hope to defer the consumption tax on the lead-acid battery industry and exempt or cancel it at an appropriate time.