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| Huabao New Energy: Opportunities and Challenges in Portable Energy Storage Indus |
| Release time:2023-01-03 09:07:01| Viewed： |
Huabao New Energy: Opportunities and Challenges in Portable Energy Storage Industry
Opportunities faced by the industry
1. The long-term advantages of China's upstream electronic manufacturing industry in the division of labor in the global trade industry chain
The upstream manufacturing industry of portable energy storage products has obvious comprehensive advantages in the global industrial chain in terms of cost, technology, quality and supporting industrial chain, and will continue to maintain this advantage in the foreseeable future.
On the one hand, the raw materials in the portable energy storage industry include electric cells, electronic components, inverters, structural parts, etc. The domestic market supply is relatively sufficient, which has certain advantages in the supply of raw materials.
On the other hand, China's consumer electronics manufacturing industry has complete upstream and downstream supporting facilities, complete infrastructure, and constantly optimized business environment, which is conducive to the overall development of the industrial chain.
2. The scale of the global retail e-commerce industry continues to increase, and online consumption is becoming more popular
According to the data of Statista, the world's leading comprehensive data database, the global retail e-commerce sales
In 2014, US $1.3 trillion increased to US $3.5 trillion in 2019, maintaining an average annual growth rate of more than 20%.
Since the outbreak of the "COVID-19" epidemic in 2020, the global online consumption habit has accelerated. According to the data of eMarketer, a world-famous market research institution, affected by the "COVID-19" epidemic, the proportion of global retail e-commerce sales in the overall retail sales has rapidly increased from 13.6% in 2019 to 18% in 2020, and the global retail e-commerce sales will continue to increase in the future, It is estimated that the global retail e-commerce sales will reach 6.39 trillion dollars in 2024, accounting for 21.8% of the total retail sales.
As consumer electronics products, portable energy storage products are mainly sold through online sales. The growing popularity of online consumption habits will contribute to the global development of portable energy storage industry.
3. The efficiency of photovoltaic power generation is improved and the cost is reduced, which is conducive to the popularization of portable energy storage products
Solar panel is an important supporting product of portable energy storage products, and its endurance can be further improved through photovoltaic power generation. In recent years, the cost of photovoltaic products has been greatly reduced. With the development of technologies such as large silicon wafers, double-sided and laminated tiles, the efficiency of photovoltaic power generation will be further improved and the cost will be reduced. As an important supporting product of portable energy storage products, the progress of photovoltaic technology will also be conducive to the popularization of portable energy storage products.
4. National policies promote the globalization of independent brands
In the context of increasingly fierce global competition, the country has formulated positive strategic policies at the macro level to encourage excellent industrial and national brands to enter the global market and establish a strong and excellent independent brand image.
In addition, the state has also introduced favorable policies in terms of industrial policies, providing micro level policy support for improving the market competitiveness of private enterprises in the portable energy storage industry in overseas markets and realizing the globalization of outstanding national brands.
The national favorable policies and regulations have standardized and guided the industry, pointed out the direction for the development of portable energy storage industry, and have important and far-reaching significance for the improvement of energy storage technology, becoming a strong driving force for the rapid development of portable energy storage industry.
5. Energy conservation and emission reduction drive energy transformation, and clean energy substitution is a long-term trend
In the face of the severe situation of tighter resource constraints, serious environmental pollution and ecosystem degradation, the development of green low-carbon power has become an important part of future energy development. China proposes to strive for 2030 carbon dioxide emissions
It will reach the peak by the year, and strive to achieve the strategic goal of carbon neutrality by 2060. In terms of future energy utilization, it will go from high carbon to low carbon and then to zero carbon, realize zero carbon of electricity and fuel, continue to increase the proportion of renewable energy, and gradually realize energy transformation.
With the gradual arrival of the carbon neutral era, clean energy with environmental advantages will become the key development direction of energy in the future, with long-term development space.
Challenges faced by the industry
1. Impact of Sino US trade frictions on product exports
Since 2018, the global trade policy of the United States has shown some uncertainty. Several additional tariff policies have been issued for Chinese exports, including consumer electronics products.
In the short term, if the United States continues to take conservative policy measures such as raising tariffs or the trade friction between China and the United States escalates, the export of products in the industry will be affected to some extent.
2. Imperfect industry standard system leads to chaotic market competition environment
As an emerging industry, the portable energy storage industry is still in the process of soliciting opinions in China's industry standards, which have not yet been officially introduced. Some manufacturers produce and sell portable energy storage products with defects in quality and hidden dangers in safety. Without consumers' deep understanding of the market, it will lead to unhealthy competition among enterprises in the industry.
At the same time, low-quality products will also reduce consumers' recognition of portable energy storage products, which will adversely affect the overall development of the industry in the future. |
