zhengcehetizhijuyoushuangrenjiandezuoyong,tashiyigebiaozhun,shiyitiaoxian,zhengfuhualezhetiaoxianjiushiweileguifanxingye,nengdadaoguifanxianyishangdeqiyeziranjiujuyoulebimianzhengcefengxiandeyoushi,ruguodabudaozhengcesuoyaoqiudenaxieqiyeziranduitamenlaishuozheyangdezhengcebiaozhunxianjiushiyizhongtiaozhan,shiyizhongfengxian。
充電樁行業的政策和體製風險根本在於新能源汽車行業本身的政策和體製風險,具體如下幾方麵:
(1)政(zheng)府(fu)補(bu)貼(tie)力(li)度(du)不(bu)如(ru)預(yu)期(qi)。隨(sui)著(zhe)新(xin)能(neng)源(yuan)汽(qi)車(che)的(de)推(tui)進(jin),政(zheng)府(fu)極(ji)有(you)可(ke)能(neng)逐(zhu)步(bu)降(jiang)低(di)甚(shen)至(zhi)取(qu)消(xiao)對(dui)新(xin)能(neng)源(yuan)汽(qi)車(che)行(xing)業(ye)的(de)各(ge)種(zhong)補(bu)貼(tie)政(zheng)策(ce)。目(mu)前(qian)看(kan),政(zheng)府(fu)對(dui)個(ge)人(ren)購(gou)買(mai)新(xin)能(neng)源(yuan)汽(qi)車(che)的(de)補(bu)貼(tie)占(zhan)據(ju)新(xin)能(neng)源(yuan)汽(qi)車(che)售(shou)價(jia)的(de)30%-60%zhijian,ruguozhengfujianshaoshenzhiquxiaobutiezhengce,namexinnengyuanqichedeshoujiajiangdadagaoyuputongqichedeshoujia,chaoguoputongrendezhifunengli,congerbijiangyanzhongyingxiangxinnengyuanqichedexiaoliang,jinerjianjieyingxiangchongdianzhuangxingyedefazhan。
(2)一線城市汽車上牌政策對新能源汽車銷量的影響。大部分一線城市 beishangguangshen,duixinnengyuanqichedoucaiqumianfeishenqingpaizhaohuozhexinnengyuanqichedanduyaohaodeguiding,xiangbiputongqichedeyaohaozhongqianlv,xinnengyuanqichedexiyinlifeichangda。yidanshangshuyixianchengshiquxiaoduixinnengyuanqichedepaizhaoshenqingzhengce,bijiangyingxiangshangshuchengshixinnengyuanqichedexiaoliang。
(3)國guo家jia政zheng策ce對dui新xin能neng源yuan汽qi車che電dian池chi能neng量liang密mi度du要yao求qiu的de政zheng策ce有you可ke能neng讓rang一yi部bu分fen新xin能neng源yuan汽qi車che電dian池chi廠chang商shang出chu局ju。目mu前qian,政zheng策ce對dui單dan體ti電dian池chi的de能neng量liang密mi度du提ti出chu了le明ming確que要yao求qiu,比bi如ru動dong力li型xing電dian池chi分fen能neng量liang型xing和he功gong率lv型xing,其qi中zhong能neng量liang型xing單dan體ti電dian池chi能neng量liang密mi度du≥130Wh/kg,電池組能量密度≥100Wh/kg ,循環壽命≥1000次且容量保持率≥80%。功率型單體電池功率密度≥3000W/kg,電池組功率密度≥2100W/kg,循環壽命≥2000次(其中電動自行車用電池組≥1000次,電動工具用電池組≥500次)且容量保持率≥80%。
ruguoweilaizhengceduidantidianchidemidutichugenggaodeyaoqiu,jianghuijianshaomuqiandianchigongyingshangdeshuliang,dianchigongyingdejianshaoyehuiyingxiangxinnengyuanqichedechanliang,jinerjianjieyingxiangchongdianzhuangxingyedefazhan。
OFweek新能源汽車行業高級研究員李國清認為:qichechanyeyuhongguanjingjidezhouqibodongjuyoujiaoqiangxiangguanxing,shuyuzhouqixingxingye。xinnengyuanqicheshuyuqichexingyedeyigefenzhi,tongyangyuhongguanjingjidezhouqibodongjuyoujiaoqiangxiangguanxing,shuyuzhouqixingxingye。tongshixinnengyuanqichexingyeyeweizibenmijixingxingye,duihongguanjingjijihuobizhengcebiandongjiaoweimingan,yinglinengliyujingjizhouqigaoduxiangguan。yidanweilaizhongguojingjichuxianzengsufanghuanjixianghuozhejingjizengchangbujiyuqi,shenzhichuxianjingjiyingzhelufengxiandehua,bijiangyanzhongyingxiangxinnengyuanqichedexiaoliang,jinerjianjieyingxiangwoguozhinengchongdianzhuangxingyedefazhan。
充電樁技術目前是比較成熟的技術,幾乎不存在技術風險。
充chong電dian樁zhuang製zhi造zao行xing業ye的de原yuan材cai料liao主zhu要yao取qu決jue於yu電dian子zi和he電dian氣qi元yuan器qi件jian的de價jia格ge,供gong應ying商shang較jiao多duo,供gong應ying充chong足zu,價jia格ge主zhu要yao取qu決jue於yu供gong求qiu關guan係xi和he宏hong觀guan經jing濟ji周zhou期qi狀zhuang況kuang。
chongdianzhuangxingyejudadefazhanqianli,xiyinlezhongduominyingheguoyingzibenjinru,zhishimuqianchongdianzhuangxingyeyinglimoshibuqingxi,daozhidaliangzibenbugandaliangjinjunchongdianzhuangxingye。yidanchongdianzhuangyinglimoshiqingxi,bijiangdaozhidaliangzibenheqiyeyongru,shibijiajuchongdianzhuangxingyedejingzhenggeju。lirumuqianchuleguojiadianwang,zhongshihuayiwai,baokuoteruide、富fu電dian科ke技ji在zai內nei的de一yi批pi與yu電dian力li能neng源yuan和he充chong電dian技ji術shu設she備bei相xiang關guan的de企qi業ye開kai始shi籌chou劃hua布bu局ju充chong電dian樁zhuang市shi場chang。不bu過guo充chong電dian樁zhuang行xing業ye有you一yi定ding的de門men檻kan壁bi壘lei減jian輕qing了le這zhe種zhong風feng險xian。
營銷風險
充chong電dian樁zhuang產chan品pin的de特te殊shu性xing要yao求qiu企qi業ye要yao把ba自zi己ji的de產chan品pin銷xiao售shou給gei充chong電dian樁zhuang運yun營ying商shang,麵mian對dui眾zhong多duo的de充chong電dian樁zhuang生sheng產chan企qi業ye,運yun營ying商shang的de產chan品pin選xuan擇ze較jiao多duo,因yin此ci運yun營ying商shang麵mian對dui充chong電dian樁zhuang製zhi造zao商shang的de議yi價jia能neng力li較jiao高gao。如ru果guo企qi業ye生sheng產chan的de充chong電dian樁zhuang產chan品pin質zhi量liang不bu過guo硬ying,或huo者zhe產chan品pin成cheng本ben過guo高gao,將jiang導dao致zhi產chan品pin滯zhi銷xiao的de風feng險xian。同tong樣yang對dui於yu自zi己ji運yun營ying充chong電dian樁zhuang的de製zhi造zao商shang來lai說shuo,這zhe方fang麵mian的de風feng險xian較jiao低di。
資金不足風險表現在以下幾方麵:
(1)由you於yu充chong電dian樁zhuang行xing業ye屬shu於yu資zi本ben密mi集ji型xing的de高gao科ke技ji行xing業ye,研yan發fa費fei用yong投tou入ru較jiao大da,如ru果guo企qi業ye資zi金jin不bu足zu以yi支zhi撐cheng新xin產chan品pin開kai發fa,將jiang導dao致zhi新xin產chan品pin開kai發fa失shi敗bai,從cong而er對dui公gong司si的de正zheng常chang經jing營ying活huo動dong造zao成cheng影ying響xiang。
(2)chongdianzhuangxingyeshuyuxinxingxingye,shichangjieshouduhaibugao,chanpinxiaoshoucunzaiyidingnandu,yincicunzaicunhuobianxianfengxian。ruguofashengchanchengpinjiyongyiduiwaixiaoshoudebanchengpinjiya,zhanyongzijinbunengjishibianxian;因原材料采購缺少有序安排、材料庫存階段壞損、生產產品所需零部件之間的數量比率不準確、生產過程中的半成品缺少管理等原因而造成損失浪費資金沉澱,增加管理成本。這些都將導致資金不足風險。
(3)應(ying)收(shou)賬(zhang)款(kuan)風(feng)險(xian)。大(da)量(liang)賒(she)銷(xiao),為(wei)客(ke)戶(hu)墊(dian)付(fu)相(xiang)當(dang)數(shu)量(liang)的(de)債(zhai)權(quan)性(xing)資(zi)金(jin),貨(huo)款(kuan)不(bu)能(neng)及(ji)時(shi)回(hui)收(shou)或(huo)超(chao)過(guo)預(yu)期(qi)還(hai)不(bu)能(neng)確(que)認(ren)回(hui)收(shou)金(jin)額(e),形(xing)成(cheng)壞(huai)賬(zhang)風(feng)險(xian)。同(tong)時(shi)產(chan)生(sheng)債(zhai)權(quan)資(zi)金(jin)的(de)機(ji)會(hui)成(cheng)本(ben)、增加企業應收賬款管理費用。這些也是資金風險的一個重要方麵。
(4)liudongxingfengxian。qiyezichanfenbuzhuangkuangbuheli,yifangmianliudongzichanneibuyingshouzhangkuanyucunhuosuozhanbilvguoda,huobizijinjiduanqitouzibilvguoxiao,qiyerichangzhifunengliruo、償債能力低;另一方麵,長期資產占企業總資產比重過大,企業資金整體周轉速度緩慢,營運資金的運轉吃緊,將導致企業出現資金風險。
(5)由於充電樁行業屬於高速成長行業,企業擴大經營規模,如果資金跟不上,也將導致企業出現資金不足風險。
對於企業的經營和管理風險,OFweek行業研究中心認為主要體現在以下幾方麵:
(1)如ru果guo企qi業ye對dui充chong電dian樁zhuang行xing業ye的de發fa展zhan潛qian力li估gu計ji不bu足zu,將jiang導dao致zhi企qi業ye錯cuo過guo發fa展zhan良liang機ji,從cong而er失shi去qu搶qiang占zhan市shi場chang份fen額e的de機ji會hui,必bi然ran在zai行xing業ye競jing爭zheng中zhong丟diu失shi市shi場chang部bu分fen市shi場chang份fen額e,從cong而er企qi業ye失shi去qu競jing爭zheng優you勢shi。另ling外wai一yi方fang麵mian,如ru果guo企qi業ye對dui充chong電dian樁zhuang行xing業ye發fa展zhan過guo於yu樂le觀guan,企qi業ye擴kuo張zhang速su度du遠yuan遠yuan超chao過guo行xing業ye發fa展zhan速su度du的de話hua。那na麼me將jiang導dao致zhi企qi業ye出chu現xian產chan品pin積ji壓ya,從cong而er占zhan用yong企qi業ye大da量liang資zi金jin,拖tuo累lei企qi業ye發fa展zhan步bu伐fa。
(2)企業進行創新活動,一旦創新失敗,也有可能對企業造成不良影響和不利後果。
(3)一旦企業經營管理不善,生產成本較行業平均水平高,產品銷售不暢,將造成企業經營困難。