EVCOME EV charging stations for better life---Top EV charging stations manufacturers & suppliers in China.
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EVCOME EV charging stations for better life---Top EV charging stations manufacturers & suppliers in China.
New energy special cables are used in photovoltaics, new energy vehicles, charging piles, charging guns and energy storage and other fields.“carbon neutral”As my country's national strategy for the next 40 years, it will profoundly change corporate behavior and residents' lifestyles at all levels, and will also have a huge impact on economic structural transformation. Renewable energy will enter a big era, and industries directly related to carbon neutrality, such as photovoltaics, new energy vehicles, and energy storage, will usher in huge opportunities for development. 1. Industry characteristics (1) The development of the cyclical new energy special cable industry is closely related to the development of the downstream photovoltaic industry and the new energy automobile industry. The cyclical development of the industry is mainly affected by the downstream market demand. In the field of photovoltaics, during the period of rapid economic development and high government subsidies, the new installed capacity of photovoltaic power stations is high, and during the period of economic downturn, the newly installed capacity of photovoltaic power stations is low; with the gradual promotion of photovoltaic parity Internet, photovoltaic enterprises gradually rely on subsidies. Decrease, the industry cycle tends to be moderate. At present, my country's new energy vehicle industry mainly provides products and services for end users in the municipal and private sectors, and is mainly affected by the national energy conservation and emission reduction and subsidy policies. In recent years, the domestic new energy automobile industry is still in the rising period of the industry, and has not yet shown obvious periodicity. (2) The downstream of the regional new energy special cable industry mainly provides supporting special cables for photovoltaic module manufacturers and automotive wiring harness companies. Therefore, the regional nature of this industry is related to the distribution of downstream customers and industrial chains. As one of the areas where the domestic photovoltaic industry started earlier, East China has gathered large-scale photovoltaic module enterprises such as LONGi, JinkoSolar, Trina Solar, Canadian Solar, and Wuxi Suntech. Therefore, the supporting cable manufacturers are also Mainly concentrated in Jiangsu, Zhejiang and other places. Since the auto parts industry serves the vehicle market, the development of my country's auto industry has shown a trend of centralization and scale. In order to reduce transportation costs, shorten the supply cycle, and improve collaborative production capacity, domestic auto parts companies choose to set up production bases in areas near automakers, gradually forming six major auto industries in the Northeast, the Yangtze River Delta, the Pearl River Delta, the Bohai Rim, and the Central and Southwest. The distribution characteristics of the industrial area where the base is the radiation center. Therefore, the auto parts industry, including new energy vehicle cables, is highly regional. (3) The production and sales of the seasonal new energy special cable industry are mainly affected by the seasonality of the downstream photovoltaic and new energy automobile industries. The prosperity of the photovoltaic power generation market directly affects the rise and fall of the photovoltaic industry chain. In the case of stable national support policies, the photovoltaic power generation market scale and on-grid prices have stable expectations and guarantees, and the photovoltaic cable industry does not show obvious seasonality. The production and sales of new energy vehicle cables are greatly affected by the production plan of the downstream new energy vehicle industry. Affected by the Spring Festival holiday, downstream OEMs usually increase their production plans in the fourth quarter of each year to cope with the impact of reduced holiday production, and the second half of the year is generally a period of concentration of government subsidies and a clear period of subsidy policies for the coming year. Therefore, the new energy special cable industry generally Sales in the second half of the year were higher. .
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