Summary.
According to incomplete statistics, as of November, domestic battery new energy industry chain enterprises have announced 32 new investment projects. Among them, 26 projects announced investment amounts, totaling 1046$2.4 billion.
According to the data of the China National Association, as of November, the monthly production and sales of new energy vehicles in China exceeded one million for the first time, reaching 10740,000 and 10260,000 units, a year-on-year increase of 392% and 30%, with a market share of 345%。
From January to November, the cumulative production and sales of new energy vehicles reached 84260,000 and 83040,000 units, a year-on-year increase of 345% and 367%, with a market share of 308%。In November, the auto market remained hot, with the help of"Double 11"In the wave of consumption such as big promotions, the demand for car purchases was further released, and the market performance continued to improve, exceeding expectations.
In addition, according to the data of the China Automotive Power Battery Industry Innovation Alliance, the total sales of power batteries and energy storage batteries in China in November were 842GWh, of which the sales volume of power batteries is 681GWh, energy storage battery sales are 160GWh, the sales growth rate of energy storage batteries is slightly higher than that of power batteries.
From January to November, the cumulative sales of power batteries and energy storage batteries in China reached 6418GWh, of which the cumulative sales of power batteries are 5541GWh, the cumulative sales volume of energy storage batteries is 876gwh。
Benefiting from the continuous growth of new energy vehicle sales and the rapid development of energy storage applications, the demand for battery installed capacity has increased significantly, and battery industry chain enterprises are accelerating the pace of capacity expansion. Investment enthusiasm in many fields such as lithium batteries, battery materials, and new battery technologies is rising.
According to incomplete statistics, in November, 32 new investment projects were announced by domestic battery new energy industry chain enterprises, with a total investment amount of 10462.4 billion yuan, an increase from October.
The above data is ** reported in the announcement of listed companies, **public information and **.
Excess capacity, while accelerating capacity expansion
The new energy industry has experienced a high boom cycle, but after 2023, it will face challenges such as overcapacity, raw materials and enterprise involution, and the industry will enter a period of adjustment.
Despite this, there is still news of battery companies expanding production and investment projects, indicating that the industry as a whole is improving. However, competition within the industry has intensified, the race for expansion has become brutal, and effective production capacity has become the criterion for evaluating the strength of enterprises.
Overcapacity and destocking are the keywords for 2023. Some analysts believe that the ineffective production capacity in the industrial chain will be suppressed, and the leading enterprises with high-quality production capacity will benefit. At the same time, the competition pattern of the industry is also changing, and the market share of the second echelon of battery companies is expected to increase, and new entrants will also compete for market share. 
Breakthrough development, global market opportunitiesRecently, the pace of mass production of new battery technologies in different application scenarios is accelerating. In the market environment, the technology introduction cycle has become an important factor for the market to pay attention to.
New battery technologies such as sodium batteries are advancing in various application fields, and related projects are being launched one after another. In addition, in order to expand their scale and improve their competitiveness, industrial chain enterprises have also begun to expand overseas. Under the trend of global carbon neutrality, the demand for batteries is increasing.
Due to the high production cost of lithium batteries and the limited reserves of key raw materials, the development of sodium batteries is of strategic significance to reduce the dependence on lithium resources. Sodium batteries have more advantages in the fields of energy storage and low-speed electric vehicles, so the sodium battery industry has ushered in a historical opportunity.
In addition to technological innovation and capacity expansion, overseas markets have also become a key step in the development and growth of industrial chain enterprises. Recently, some countries have successively issued policies to support the battery and new energy industries. China's NEV industry chain is relatively less dependent on overseas markets, but with the saturation of the domestic market and overcapacity, overseas market expansion has become more important.
In a highly competitive market, companies need to consolidate their market position and enhance their core competitiveness in order to maintain stable growth and gain an advantage over the competition. Whether it's a domestic or overseas market, attracting customers and staying competitive is key. Therefore, enterprises need to deploy in overseas markets to ensure that they are not left behind in the new round of competition.
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