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鉛酸蓄電池價格或將回落?

    隨著浙江、山東等地部分鉛蓄電池企業復工,一度上揚的鉛酸蓄電池價(jia)格開(kai)始回落,一些“劫后(hou)余生”的企業或(huo)將迎(ying)來高(gao)增長。

  根據浙江環保廳的(de)(de)(de)通報(bao),全省登(deng)記在冊的(de)(de)(de)273家(jia)(jia)鉛(qian)(qian)酸蓄(xu)電(dian)池(chi)企(qi)(qi)(qi)業(ye)(ye)(ye)中,僅有(you)16家(jia)(jia)繼續生產(chan)或通過預驗(yan)收進行試生產(chan),其余(yu)257家(jia)(jia)全部停(ting)產(chan)。浙江蓄(xu)電(dian)池(chi)行業(ye)(ye)(ye)協會秘書長姚令春(chun)告(gao)訴《第一財經(jing)日(ri)報(bao)》記者,目前這16家(jia)(jia)企(qi)(qi)(qi)業(ye)(ye)(ye)已經(jing)復工(gong)(gong)(gong)。而中國電(dian)工(gong)(gong)(gong)技術學(xue)會鉛(qian)(qian)酸蓄(xu)電(dian)池(chi)專業(ye)(ye)(ye)委(wei)員會秘書長徐(xu)紅(hong)近期(qi)通過對山東浙江的(de)(de)(de)調研后發現:“兩(liang)地也(ye)已經(jing)有(you)部分企(qi)(qi)(qi)業(ye)(ye)(ye)開始復工(gong)(gong)(gong)。”不過兩(liang)人都指出,復工(gong)(gong)(gong)企(qi)(qi)(qi)業(ye)(ye)(ye)只是(shi)占到鉛(qian)(qian)酸蓄(xu)電(dian)池(chi)企(qi)(qi)(qi)業(ye)(ye)(ye)數量的(de)(de)(de)少(shao)部分,大量企(qi)(qi)(qi)業(ye)(ye)(ye)已經(jing)被關閉或者正(zheng)在整改中。整個行業(ye)(ye)(ye)未來(lai)存活企(qi)(qi)(qi)業(ye)(ye)(ye)的(de)(de)(de)數量正(zheng)朝著環保部制定(ding)的(de)(de)(de)剩(sheng)下(xia)300家(jia)(jia)左(zuo)右的(de)(de)(de)目標前進。

  自從環保(bao)部(bu)等多部(bu)委聯合對(dui)鉛(qian)酸蓄電池(chi)(chi)行業整(zheng)頓以(yi)后,部(bu)分電動自行車制造(zao)廠商甚至出現無電池(chi)(chi)可用(yong)的境地(di);價格(ge)(ge)也一路走高(gao),超威動力(li)在7月2日(ri)首次(ci)(ci)(ci)提(ti)高(gao)產(chan)品價格(ge)(ge)后,于8月12日(ri)再次(ci)(ci)(ci)提(ti)高(gao)其全部(bu)產(chan)品價格(ge)(ge)10%。天能動力(li)也分別兩次(ci)(ci)(ci)宣布提(ti)價,每次(ci)(ci)(ci)提(ti)價10%。中國(guo)自行車協會(hui)理事(shi)長馬中超稱(cheng),由于環保(bao)風(feng)暴的影響,電動車電池(chi)(chi)缺口在1~6月份達(da)到10%~15%,三季(ji)度以(yi)后更為嚴峻,電池(chi)(chi)供需關系(xi)嚴重失(shi)衡,電池(chi)(chi)缺口一度達(da)到20%,價格(ge)(ge)漲幅也達(da)到20%。

  隨著國際鉛(qian)(qian)價(jia)走(zou)弱、鉛(qian)(qian)酸(suan)蓄(xu)(xu)(xu)電(dian)(dian)池(chi)(chi)行業(ye)淡(dan)季來臨以(yi)及(ji)部分鉛(qian)(qian)酸(suan)蓄(xu)(xu)(xu)電(dian)(dian)池(chi)(chi)企(qi)業(ye)復工(gong)三大因素作用(yong),一(yi)路上揚(yang)的鉛(qian)(qian)價(jia)也(ye)(ye)開始回落,天能動(dong)力(li)副總裁(cai)王志(zhi)坤告訴記者,公(gong)司(si)(si)已經于(yu)(yu)近期(qi)將(jiang)(jiang)價(jia)格下調(diao)7%,至120元;同時,公(gong)司(si)(si)所有工(gong)廠已經于(yu)(yu)近期(qi)得(de)到(dao)復工(gong),目前產能占到(dao)所有電(dian)(dian)動(dong)自行車用(yong)鉛(qian)(qian)蓄(xu)(xu)(xu)電(dian)(dian)池(chi)(chi)需求的20%。徐紅也(ye)(ye)透露,另一(yi)家(jia)鉛(qian)(qian)蓄(xu)(xu)(xu)電(dian)(dian)池(chi)(chi)巨頭超威動(dong)力(li)也(ye)(ye)在(zai)積極為新廠復工(gong)作準備,兩(liang)家(jia)一(yi)旦復工(gong),電(dian)(dian)動(dong)車用(yong)鉛(qian)(qian)蓄(xu)(xu)(xu)電(dian)(dian)池(chi)(chi)供不應(ying)求現狀將(jiang)(jiang)得(de)到(dao)緩解。據悉,兩(liang)家(jia)產能占到(dao)電(dian)(dian)動(dong)車用(yong)蓄(xu)(xu)(xu)電(dian)(dian)池(chi)(chi)的50%以(yi)上。

  不(bu)過(guo)(guo),鉛酸蓄(xu)電池價格(ge)下跌可能只是“假摔(shuai)”。中投顧問高級研究員李勝茂(mao)指(zhi)出(chu),鉛酸蓄(xu)電池需(xu)求依(yi)舊很大,而復(fu)工的企業(ye)只占到很少一部分,供不(bu)應(ying)求關系短期(qi)(qi)內很難改變(bian)。徐紅(hong)也指(zhi)出(chu),即便是少量存活下來的鉛酸蓄(xu)電池企業(ye),要(yao)完全復(fu)工至(zhi)少也要(yao)等到明(ming)年年中,“很多企業(ye)都已經拆遷重建,從建成到審核通(tong)過(guo)(guo)期(qi)(qi)間(jian)周期(qi)(qi)很長。”

  據(ju)了(le)解,鉛酸蓄(xu)電(dian)(dian)(dian)池主要應用于(yu)三大行(xing)業(ye),電(dian)(dian)(dian)動(dong)自行(xing)車、燃(ran)油汽(qi)車、新能(neng)源發電(dian)(dian)(dian)儲能(neng)。就(jiu)電(dian)(dian)(dian)動(dong)自行(xing)車行(xing)業(ye)而言,王志坤告(gao)訴記者,目前年(nian)復合增長(chang)率達到17%,需求(qiu)持續增長(chang)。“汽(qi)車受到前兩年(nian)高(gao)速增長(chang),產量將趨于(yu)穩(wen)定(ding),故對(dui)鉛酸蓄(xu)電(dian)(dian)(dian)池的需求(qiu)也將趨于(yu)穩(wen)定(ding);而新能(neng)源方面,由(you)于(yu)風能(neng)、光伏發電(dian)(dian)(dian)的儲能(neng)需求(qiu)依舊較大,而鋰電(dian)(dian)(dian)池成本(ben)比(bi)鉛酸蓄(xu)電(dian)(dian)(dian)池高(gao)3倍左右,對(dui)鉛酸蓄(xu)電(dian)(dian)(dian)池需求(qiu)依舊會有增長(chang)。”李勝茂告(gao)訴記者。

  綜合看來,整個鉛酸蓄電池行業在未來依舊存在較大需求,加上大量企業被關停,那些“劫后余生”的少量鉛酸蓄電池企業將獲得高增長。超威動力、天能動力、南都電源、駱駝股份近期股價均有增長。由于看好未來前景,天能動力主席張天任稱,擬在明年首季前,將鉛酸電動汽車電池的產能,比現時提升逾4倍至逾5億元產值。
 

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