The elimination rate of my country's lead-acid battery companies continues to rise, and industry changes are a foregone conclusion
According to the recently released "China Battery Industry Investment, Financing and Mergers and Acquisitions Strategy Research (2012)", as the national environmental protection department intensifies efforts to rectify the industry and improves industry standards, two-thirds of the industry will lag behind in the next three years. The production capacity is facing elimination, and the number of lead-acid battery manufacturers will be reduced from more than 2,000 to no more than 300, and the concentration of the entire industry is expected to increase.
The "Entry Conditions for Lead-acid Battery Industry" (draft for comments) formulated by the Ministry of Industry and Information Technology and the Ministry of Environmental Protection was published on the official website of the Ministry of Industry and Information Technology, and the consultation has now ended. Industry insiders told reporters that the possibility of significant changes to regulations in the future is very small, and a large number of unqualified lead-acid battery companies will be forced to stop production. In addition, lead-acid batteries are facing replacement from nickel-metal hydride batteries and lithium-ion batteries. The output growth rate of acid batteries will gradually slow down.
It is reported that the "Regulations" (draft for comments) have given a strict timetable for the layout of lead-acid battery enterprises, new projects, and suspended projects. For example, it is forbidden to build, rebuild or expand the production projects of lead batteries and their lead-containing parts with cadmium content higher than 0.002% (battery mass percentage) or arsenic content higher than 0.1%; existing cadmium content higher than 0.002% or arsenic content higher than 0.002% The production line of 0.1% lead storage battery and its lead-containing parts should stop production before December 31, 2013.
Statistics show that there are currently more than 2,000 lead-acid battery companies in China, of which there are about 10 companies with an output value of more than 2 billion yuan, and about 260 companies with an output value of more than 100 million yuan. The concentration of the entire industry is very scattered. Wu Hui believes that in the future, the means of industry integration will be implemented in three aspects: capacity constraints, technical constraints, and site selection constraints. Many small and medium-sized enterprises will gradually withdraw, and integration, transformation and technological upgrading will become the main trends in the future development of the industry.
The report shows that in the context of environmental protection governance, during the two years from 2010 to 2011, my country's battery industry disclosed 28 cases of mergers and acquisitions. Among them, because Jiangxi and Guangdong are the concentrated areas for the production of lithium battery raw materials and battery production, they have become the most important areas for battery mergers and acquisitions.
