Since this year, the policy focus by new energy vehicle sinking in the field of power battery, especially the battery industry from both ends of the supply and demand of domestic three yuan to give strong support. We expect the battery catalogue after implementation, domestic ternary battery enterprises is expected to quickly cut into the high-end new energy vehicle power battery in the market, in competition with foreign battery enterprise comparative advantage, further open space to grow up by.

The battery enterprise directory (4) are expected within 6 months, at the same time the fifth batch review working directory is not yet clear timetable, we expect the fifth batch directory start time will be according to the first four batches of battery capacity release rhythm and downstream demand new energy electric vehicles matching degree of decision; At the same time use a directory battery business models related to the product or will be into the new models subsidies directory (subsidy policy adjustment will be issued after the necessary condition, therefore into enterprises will take advantage of this battery directory, is expected to rapidly expand its market share in the short term.

The directory for domestic ternary cell battery enterprise, expected through the relevant batteries enterprises is expected to be in the new directory subsidies directory after landing the first volume, short-term gain larger first-mover advantage.

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