电池新能源

Search documents
关于破解内卷困局,电池界大咖们这样说
Guo Ji Jin Rong Bao· 2025-09-19 11:39
Group 1 - The 2025 Suining International Lithium Battery Industry Conference was held in Sichuan from September 18 to 20, focusing on the theme "Lithium Towards New Quality, Winning the Future" [1] - Industry experts discussed the current "involution" dilemma in the lithium battery sector, emphasizing the need to explore new markets and applications to drive growth [1] - Wu Hui, Director of the Yiwei Economic Research Institute, highlighted the importance of expanding overseas markets and new application scenarios to break the "involution" cycle [1] Group 2 - Zhang Xiaocong, Vice President of Ruipu Lanjun Energy Co., stated that overseas markets have become a new growth engine, with exports of power batteries accounting for one-third and energy storage batteries over 60% of total sales [2] - The company is focusing on local production in Indonesia to overcome trade barriers and emphasized the importance of integrating into local economies [2] - Yuan Dingkai, Chairman of Yunshan Power (Ningbo) Co., noted that there is potential for new growth in existing markets, particularly in the Northeast region of China, where the penetration rate of new energy vehicles is only 20%-30% [2] Group 3 - Xu Fei, General Manager of Dufulu New Energy Technology Co., pointed out that price competition in overseas markets is as intense as in domestic markets, driven by factors such as unclear customer positioning and weak intellectual property protection [3] - Chen Yubi, President of Nord New Materials Co., expressed optimism about expanding into the Portuguese market due to lower labor costs and favorable sunlight conditions [3] - Chen emphasized the need for high-quality and technological advancements in the copper foil sector, predicting a market polarization where high-end technology will thrive while low-end price competition will be eliminated [3]