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, energy storage and other fields. As China's national strategy for the next 40 years, carbon neutrality will profoundly change corporate behavior and residents' lifestyles at all levels, and have a huge impact on economic structural transformation. Renewable energy will enter the era of photovoltaics, new energy vehicles, energy storage and other industries directly related to carbon neutrality, ushering in huge development opportunities. 1. Industry characteristics. (1) periodicity. The development of the new energy special cable industry is closely related to the development of the downstream photovoltaic industry and the new energy automobile industry, and 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 plants is relatively high. During the economic downturn, the new installed capacity of photovoltaic power plants is low; with the gradual advancement of the Internet of photovoltaic parity, photovoltaic enterprises' dependence on subsidies is gradually reduced, and the industry cycle tends to be flat. At present, the domestic new energy vehicle industry mainly provides products and services for municipal and private end customers, 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 an upswing period and has not yet reflected obvious cyclical characteristics. (2) Regional. The downstream of the new energy special cable industry mainly provides supporting special cables for photovoltaic module manufacturers and automotive wiring harness companies, so the regional nature of the industry is related to the distribution of downstream customers and industrial chains. As one of the regions where the domestic photovoltaic industry started earlier, East China has gathered large-scale photovoltaic module enterprises such as Longji Co., Ltd., JinkoSolar, Tianhe Solar, Canadian Solar, and Wuxi Suntech. Therefore, supporting cable manufacturers are mainly concentrated in Jiangsu. , Zhejiang and other places. Since the auto parts industry serves the auto market, the development of China's auto industry presents a trend of centralization and large-scale development. 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 near auto manufacturers, and gradually form six major auto industry bases in the Northeast, Yangtze River Delta, Pearl River Delta, Bohai Rim, and Midwest. It is the distribution feature of the industrial area of the radiation center. Therefore, the auto parts industry, including new energy vehicle cables, has a strong regional nature. (3) Seasonality. The production and sales of the 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 scale of the photovoltaic power generation market and Internet prices have stable expectations and guarantees, and the photovoltaic cable industry has no 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 automakers usually increase their production plans in the fourth quarter of each year to cope with the impact of reduced production during the holidays. The second half of the year is generally a period of concentration of government subsidies and a clear period of next year's subsidy policies. Therefore, the sales scale of the new energy special cable industry is generally high in the second half of the year. 2. Trends and reasons for changes in industry profit levels. In recent years, global energy issues have become increasingly prominent, and carbon neutrality and green recovery have become a global consensus. In order to achieve carbon neutrality, we must start from the emission end and emission reduction end, and vigorously develop renewable energy. For the consideration of environmental protection and sustainable energy utilization, governments of various countries attach great importance to and support the new energy industry. In this context, the photovoltaic and new energy vehicle industries have ushered in a window of rapid development. The new energy special cable industry is a heavy industry and light industry. The price of upstream raw materials has an important impact on the profit level of the industry. The frequent fluctuation of the price of raw material copper wire is an important factor affecting the profit level of the production cost industry. In addition, the development pace and trend of the photovoltaic and new energy vehicle industries have an important impact on the industry's profit level from the perspective of market demand. The technical level, product competitiveness, brand influence and management level of enterprises in the industry also play an important role in the industry's profit level. .
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