“Carved up” new energy auto industry chain

A wave of acquisitions is to start China’s new energy vehicles in the field. It is active in the acquisition of the front line to the strength of the central enterprises represented groups, who are those acquired with the technological advantages of new energy core components business. Recently, the Shanghai Securities News interviewed a number of research institutions and related businesses for people, they said that new energy vehicles such innovative industries, the current central rate of technical strength and does not have the advantages of disruptive innovation capability. Therefore, the central enterprises and other power groups only buy energy companies or seize advantage of the new core technology talent to surpass in terms of new energy vehicles.

18 August, lead in the SAC, the 16 central enterprises Baotuan set up a “central rate electric vehicle Industry Alliance”, and its business involves vehicle electric drive, battery, charging and service three blocks. Central electric vehicle industry alliance enterprises were placed to explore the way the important task of the new energy automotive industry. Lead in the Development and Reform Commission drafted the “new energy automotive industry planning (draft)”, already planned in the new energy vehicles on the large amount of money invested 100 billion yuan, and plans to 2020, China’s new energy automotive industry and market size to reach the world. High-level authorities have already publicly stated that the central enterprises will become the main force of billions of investment Inspiron E1505 battery  Inspiron 6400 battery .

How will the central enterprises investment? Central enterprises Development and Reform Commission to formulate how to achieve the goal? This has been the recent concerns of the industry a hot topic. Nankai University, vice president of Coastal Development Gang bluntly pointed out: It is not the central enterprise edge. Previous overseas experience shows that in any one major change, the traditional advantages of a lack of incentive to innovate, companies do not have the disruptive innovation. Of new energy vehicles are four times as great changes in human history, most Chinese traditional auto companies, petrochemical companies, power companies also do not have the new energy automotive industry’s core technology, especially in the battery, the electrical components on the core.

Enterprises holding a large amount of money the central situation and know that the pressure has begun to speed up the layout of the new energy automotive industry. Phillip Securities director Huang Weijie said, “In the battery area, the relevant central rate of development is to increase investment, acquisition, technology and broad strokes talent three lines in parallel.” Central corporate acquisitions on behalf of enterprises CNOOC, its acquisition of the battery dominant enterprises in Tianjin power of God and production of lithium battery electrolyte Tianjin Taurus.

Tianjin Power IPO had hoped to give in God the way the stock market. Yesterday, shares of Tianjin high-level battery power of God, “said CNOOC invested 2 billion yuan has been credited into account, which helped the rapid development of the battery power of God. In accordance with the plan, CNOOC will eventually invest 5 billion yuan to build 20 power battery production line. “According to report, because the battery power of God for the former controlling shareholders of state-owned Tianjin to invest in assets holding company, so the battery power of God belongs to the state-owned assets; in the bigger and stronger state-owned assets, the idea of new energy vehicles, the CNOOC almost zero cost to take over state-owned Tianjin to invest assets of the company held by the force holding the battery in the underlying shares of God Inspiron 630m battery Y9943 battery .

In fact, including the central-funded enterprises, including a layman who has launched a buy Tide. Recently, China Baoan announcement said the holdings of land and shares of the company to 51.56 percent, then, China Baoan new energy automotive industry they occupy an important step forward. Earth and companies in the domestic new vehicle drive system of energy production enterprises in the top three in sales, its core products for new energy vehicles in the motor, controller and other control equipment, currently including two sets of permanent magnet synchronous AC induction system with total 9 models of products.

This is only the acquisition of China’s new energy automotive industry trend of the first wave. According to report, “Industry Association” in the central enterprises who are scrambling to find new energy automotive industry the next takeover target Inspiron 640m battery !

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