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- dennis0127dennis0127
  ·2021-07-30
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  What does CATL sodium-ion battery mean for the industry? Shock or Opportunity?
  今年以来新能源产业链全线爆发，终端新能源汽车销量仅上半年累计销就几乎追平去年全年的销量，同时中游电池厂商也是加足马力在扩产备战，这也刺激的上游材料厂商争相扩产，资源端价格大涨。在这个高景气时点，钠离子
  What does CATL sodium-ion battery mean for the industry? Shock or Opportunity?
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- dennis0127dennis0127
  ·2021-07-26
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  Business divestiture or transformation? Education and Training Institutions Go to the Bifurcation after the "Double Reduction" Policy
  上周五（7月23日），港股中概股教育股价纷纷跳水，一天后，引发行业震荡的“双减”政策正式落地。 “双减”意见明确，各地不再审批新的面向义务教育阶段学生的学科类校外培训机构，现有学科类培训机构统一登记为
  Business divestiture or transformation? Education and Training Institutions Go to the Bifurcation after the "Double Reduction" Policy
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- dennis0127dennis0127
  ·2021-07-25
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- dennis0127dennis0127
  ·2021-07-24
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- dennis0127dennis0127
  ·2021-07-24
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Shock or Opportunity?","url":"https://stock-news.laohu8.com/highlight/detail?id=2155135706","media":"华尔街见闻","summary":"今年以来新能源产业链全线爆发，终端新能源汽车销量仅上半年累计销就几乎追平去年全年的销量，同时中游电池厂商也是加足马力在扩产备战，这也刺激的上游材料厂商争相扩产，资源端价格大涨。在这个高景气时点，钠离子","content":"<p>Since the beginning of this year, the new energy industry chain has broken out across the board, and the cumulative sales of terminal new energy vehicles in the first half of the year alone has almost matched the sales of last year. At the same time, midstream battery manufacturers are also increasing their horsepower to expand production and prepare for war, which also stimulates upstream material manufacturers to compete to expand production, and the price of resources has soared. At this time of high prosperity, sodium-ion battery, a new type of battery different from the current mainstream lithium battery, has quickly entered the field of vision of the market, which not only aroused heated discussion among investors, but also aroused widespread concern in the industry.</p><p>On July 29<a href=\"https://laohu8.com/S/300750\">CATL</a>At the sodium-ion battery conference, CATL, the first generation sodium-ion battery with the highest energy density of 160Wh/kg in the world, was not only shown to the world, but also creatively mixed and matched sodium-ion batteries and lithium-ion batteries. The most expected thing is that sodium-ion batteries will be commercialized as soon as 2023.</p><p><h2>Analyzing the performance of sodium-ion battery</h2>The emergence of sodium-ion batteries will undoubtedly be compared with the current mature lithium-ion batteries. Take the first generation sodium-ion batteries announced by CATL as an example, and compare them with the current mainstream lithium iron phosphate batteries:</p><p>1) The energy density of the cell of the first generation sodium-ion battery has reached 160Wh/kg, which is also the highest level in the world at present. Although it is slightly lower than that of lithium iron phosphate battery, there is still room for breakthrough. The energy density of the next generation sodium-ion battery will exceed 200Wh/kg;</p><p>2) The first generation sodium-ion battery can reach 80% after charging for 15 minutes at room temperature, which has the ability of fast charging;</p><p>3) The first-generation sodium-ion battery still has a discharge retention rate of more than 90% at a low temperature of minus 20 °C, while the lithium iron phosphate battery will attenuate by 30% at a low temperature.</p><p>4) The system integration efficiency of the first generation sodium-ion battery can reach more than 80%;</p><p>5) The first generation sodium-ion battery has excellent thermal stability, which has exceeded the safety requirements of the national power battery strong standard.</p><p><img src=\"https://static.tigerbbs.com/95cee98e4445e855f9f3bc8f0205da0d\" tg-width=\"693\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium-ion batteries have little impact on lithium battery industry chain</h2>Previously, the market was worried about whether the launch of sodium-ion batteries would have a certain impact on the current lithium-ion industry chain, which would have a great impact on the upstream and downstream of the whole industry chain. Through research and comparison, Wall Street Institute of Insight and Wisdom believed that the overall impact was not great.</p><p>From the upstream resource point of view, because sodium ion batteries use less or almost no rare metals, sodium carbonate is mainly used instead of lithium carbonate or lithium hydroxide commonly used in lithium batteries. Everyone knows that the latter two are extremely expensive, and the price has soared to about 90,000 yuan/ton, while the price of sodium carbonate, the main raw material of sodium ion batteries, is only 2,000-3,000 yuan/ton, and the resources are extremely abundant, so it will not be affected by the fluctuation of commodity prices in the future, so there are still many changes on the resource side.</p><p>However, from the perspective of preparation process and equipment, in fact, there is not much difference between sodium-ion battery and lithium battery. Even the main four materials and related auxiliary materials are not completely subverted, but only some changes:</p><p><b>(1) Cathode material:</b></p><p>Lithium-ion battery: mainly lithium iron phosphate and ternary two large blocks.</p><p>Sodium-ion batteries: There are many systems, including transition metal oxides, polyanionic compounds, Prussian blue compounds and molten sulfur. At present, companies are trying all major systems.</p><p>At the press conference of CATL, it was said that Prussian white and layered oxide materials have the most potential commercial value, and their gram capacity has reached 160mAh/g, which is equivalent to the existing cathode materials of lithium-ion batteries.</p><p><b>2) Negative electrode material:</b></p><p>Lithium-ion battery: Lithium battery mainly uses artificial graphite, and its future development direction is silicon-carbon anode. However, due to the expansion of silicon and the consumption of lithium ions by the first effect of lithium, the problem has not been perfectly solved, and it has not yet been scaled up;</p><p>Sodium-ion batteries: graphite cannot be used, there are 3 main types, which are embedded-preferably carbon materials, alloy-type reactions and conversion types.</p><p>At the press conference of Ningde Times, it said that it had developed a hard carbon material with unique pore structure that can store and pass a large number of sodium ions quickly. This hard carbon material has a gram capacity of more than 350mAh/g, and it also has excellent cycle performance. The overall performance index is equivalent to that of existing graphite.</p><p><b>3) Electrolyte:</b></p><p>Lithium-ion battery: carbonate is used as solvent, lithium salt is mainly lithium hexafluorophosphate, and additives include film-forming additives and flame retardant additives.</p><p>Sodium-ion battery: carbonate is also used as solvent, while lithium salt is converted into sodium hexafluorophosphate. Additive is a core process, and the problem of sodium branching needs to be solved.</p><p>At the press conference of CATL, it said that a new and unique electrolyte system adapted to such positive and negative electrode materials had been developed.</p><p><b>4) Diaphragm:</b></p><p>There is no problem for sodium-ion batteries to use the mainstream separator of lithium batteries at present, and it can be seamlessly connected.</p><p><b>5) Other materials:</b></p><p>Lithium-ion battery: aluminum foil is used for the positive electrode current collector, and copper foil is used for the negative electrode.</p><p>Sodium-ion battery: Aluminum foil can be used for both positive and negative electrodes. As the price of aluminum foil is much lower than that of copper foil, the cost is much cheaper. At the same time, the weight of sodium electricity will become lighter when replaced with aluminum.</p><p><img src=\"https://static.tigerbbs.com/8fd3e3708079ccac2d581086af187546\" tg-width=\"693\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium and lithium batteries do not constitute great competition, but can be mixed and complementary</h2>Previously, the market expected that the performance of sodium-ion battery itself determined that it was difficult for it to make a difference in industries with high energy density requirements, and it could only be used in fields with low capacity density such as two-wheeled vehicles, energy storage, data centers and other fields. However, CATL innovatively expressed that it could realize the integration, mixing and sharing of sodium-ion batteries and lithium-ion batteries, with complementary advantages.</p><p>In the AB battery solution developed by CATL, sodium-ion battery and lithium-ion battery can be integrated into the same battery system at the same time. By mixing and matching the two batteries according to a certain ratio and arrangement, integrating them in series and parallel, and then balancing the control of different battery systems through the accurate algorithm of BMS, we can learn from each other's strengths, which not only makes up for the shortcomings of energy density of sodium-ion batteries at this stage, but also gives full play to its advantages of high power and low temperature performance. Such a lithium-sodium battery system can adapt to more application scenarios.<img src=\"https://static.tigerbbs.com/6a8d27fa100301326c4daa65863956a1\" tg-width=\"693\" tg-height=\"438\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Moreover, the performance of sodium-ion battery itself determines that it is not to replace lithium-ion battery. The energy density and cycle life of sodium-ion battery itself are definitely not as good as that of lithium battery. Even the energy density of 160Wh/kg of the first generation sodium-ion battery in CATL era is much higher than that of ordinary sodium-ion battery, but compared with lithium battery, even the energy density of lithium iron phosphate battery, which is not famous for its capacity density, can reach about 180Wh/kg at present, let alone ternary battery.</p><p>However, it is not inferior to lithium batteries in terms of rate performance, high and low temperature performance and safety performance, and it has extremely considerable cost and easy resource advantages. It should be known that 70% of China's lithium resources need to be imported, so the development of sodium-ion batteries is also for China to not change from the previous oil to the current lithium resource restriction in the future. At the same time, theoretically, the cost of sodium-ion batteries can be 0.2-0.3 yuan/wh (at present, the cost is 1 yuan/wh higher, and the cost of lithium batteries is 0.5-0.7 yuan/wh). Therefore, in comparison, apart from the competition with lithium iron phosphate batteries in energy storage, sodium-ion batteries do not have much impact on the main application fields of lithium batteries at present.<img src=\"https://static.tigerbbs.com/c8f9c83ccd43a0c950b3c7d9205ebada\" tg-width=\"693\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium-ion batteries may make a big breakthrough in energy storage</h2>In April this year, the new energy storage guidance put forward by China's Energy Bureau and the National Development and Reform Commission included sodium-ion batteries for the first time, and a new technology was selected for energy storage batteries. On the one hand, as mentioned above, the characteristics of sodium-ion batteries themselves are suitable for the field of energy storage; on the other hand, the cost of lithium batteries used for energy storage at present may increase.</p><p>On June 22nd, the National Energy Administration issued the \"Regulations for the Management of New Energy Storage Projects (Interim) (Draft for Comment)\", proposing that in principle, new large-scale power battery cascade utilization energy storage projects should not be built. Originally, these lithium batteries that are no longer suitable for automobiles will exert their waste heat in energy storage power stations next, which will improve the utilization value of lithium batteries and reduce the cost of lithium batteries. However, due to potential safety hazards, the policy stipulates that in the future, because recycled retired power batteries cannot be used for energy storage, brand-new power batteries can only be purchased. Although China is not mainly based on ternary batteries like foreign energy storage, even lower-cost lithium iron phosphate batteries will increase the cost of energy storage.<img src=\"https://static.tigerbbs.com/ed8582d2db40614290622b22ce3fd137\" tg-width=\"618\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>This is also the butterfly effect of the explosion accident of Beijing Energy Storage Power Station on April 16th, which began to appear two months later, which will have a great blow to the retired power batteries, because the performance of the power batteries of new energy vehicles will decay with the increase of use times. When the performance drops to 80% of the initial performance, it will mean that the service life of the new energy vehicles will end. Then it could have been combined with multiple complete battery packs to store energy for wind, photoelectric and other scenes. At present, this road is about to be broken. According to the data of China Automotive Technology and Research Center, the cumulative retirement amount of power batteries in China will be about 200,000 tons in 2020, and the cumulative retirement amount will be about 780,000 tons in 2025. This vacant market may be covered by sodium-ion batteries in the future.</p><p>Of course, although there are certain risks in the development of energy storage, China has not weakened its emphasis on energy storage industry while strengthening safety standards. On July 23rd, the National Development and Reform Commission and the National Energy Administration issued guidance on accelerating the development of new energy storage. While clarifying the dominant position of energy storage, it is no longer an ancillary function of thermal power and new energy, but to participate in various power markets such as medium and long-term transactions, spot and auxiliary services as an independent power system, it is also proposed that by 2025, new energy storage should be transformed from the early stage of commercialization to large-scale development, and the installed capacity of new energy storage will exceed 30GW in the next five years.</p><p>While according to<a href=\"https://laohu8.com/S/000931\">Zhongguancun</a>According to the data of Energy Storage Industry Technology Alliance, as of 2020, the cumulative installed capacity of new energy storage in China was only 3.27GW, while the cumulative installed capacity is expected to reach 5.79GW in 2021, which means that the cumulative installed capacity of domestic electrochemical energy storage will grow at a compound annual growth rate (CAGR) of 57.4% in the next five years, and the average annual newly installed capacity will exceed 5.4GW.<img src=\"https://static.tigerbbs.com/96b0843a024a37f2fa250bb92fd7c488\" tg-width=\"692\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>At the same time, it is also clearly mentioned in the document that adhering to the diversification of energy storage technologies and speeding up the large-scale test demonstration of sodium-ion batteries and other technologies. Considering that sodium-ion batteries have the advantages of low cost, wide raw material sources, high safety, low temperature and good fast charging performance, it is clear that the construction of power-side energy storage projects will be vigorously promoted in the future. In the five years of energy storage explosion in the future, sodium-ion batteries are likely to achieve great development.<img src=\"https://static.tigerbbs.com/34a1ceb6c4002d42e97bf3ba29000469\" tg-width=\"693\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Domestic and foreign enterprises are actively deploying sodium-ion batteries</h2>The emphasis on the development of sodium-ion batteries is not a whim of Chinese battery manufacturers. In fact, nearly 30 enterprises at home and abroad have already started to make relevant layout for the industrialization of sodium-ion batteries. Foreign countries mainly include FARADION Company of the United Kingdom, Natron Energy of the United States, Aquion Energy Company of the United States, Tiamat Company of France, Kishida Chemical Company of Japan,<a href=\"https://laohu8.com/S/PC\">Panasonic</a>Mitsubishi Chemical, domestically, CATL, Zhongkehai Sodium, Sodium Innovative Energy, Starry Sky Sodium and other companies are also at the forefront of the industry:</p><p>1) The energy density of the first generation sodium-ion battery in CATL is 160Wh/kg, and the next generation will reach 200 Wh/kg. For the first time, the mixed use of sodium-ion battery and lithium-ion battery is innovatively proposed;</p><p>2) The energy density of the latest product of Sodium Innovative Energy is 120Wh/kg, with more than 1000 cycles; On July 7,<a href=\"https://laohu8.com/S/603529\">Emma Technology</a>At the dealer conference, the sodium-ion battery was released, which is responsible for Sodium Innovation Energy and will be mounted on its own electric two-wheeled vehicle in the future;</p><p>3) The battery of Zhongke Haina also has an energy density of 135Wh/kg, and the cycle is even greater than 2000 times; On June 27, the world's first set of<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>The 1MW sodium ion energy storage system jointly built by Zhongke Haina Company was officially put into operation in Taiyuan, Shanxi;</p><p>4) In September 2020, the DOE (Department of Energy) of the United States has clearly regarded sodium-ion batteries as the next development direction;</p><p>5) In the 2030 battery plan introduced in Europe in March 2020, sodium battery is also the first to bear the brunt as an alternative to lithium battery.<img src=\"https://static.tigerbbs.com/ab933e32bf5094cf3cf14a8fba46f2a5\" tg-width=\"693\" tg-height=\"273\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium-ion batteries form a basic industrial chain in 2023</h2>Previously, the market expected that the commercialization of sodium-ion batteries would take at least 3-5 years, but at this sodium-ion battery conference in CATL, it was said that a basic industrial chain would be formed as soon as 2023.<img src=\"https://static.tigerbbs.com/9f0c1c5c494b20d47e6fccad6e0b314e\" tg-width=\"693\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Chinese enterprises are in a leading position in the world in the lithium battery industry chain, among which CATL occupies a dominant position in the global market share of nearly 30%, which shows that China has the ability and technology to lead the world in batteries. At this moment, CATL is once again a step ahead of the world, and Chinese enterprises will once again occupy a favorable position in the layout and development of sodium-ion batteries in the future. With the technological progress of new energy batteries, this revolution of replacing fossil energy with clean energy is accelerating.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What does CATL sodium-ion battery mean for the industry? 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Shock or Opportunity?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-07-30 13:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Since the beginning of this year, the new energy industry chain has broken out across the board, and the cumulative sales of terminal new energy vehicles in the first half of the year alone has almost matched the sales of last year. At the same time, midstream battery manufacturers are also increasing their horsepower to expand production and prepare for war, which also stimulates upstream material manufacturers to compete to expand production, and the price of resources has soared. At this time of high prosperity, sodium-ion battery, a new type of battery different from the current mainstream lithium battery, has quickly entered the field of vision of the market, which not only aroused heated discussion among investors, but also aroused widespread concern in the industry.</p><p>On July 29<a href=\"https://laohu8.com/S/300750\">CATL</a>At the sodium-ion battery conference, CATL, the first generation sodium-ion battery with the highest energy density of 160Wh/kg in the world, was not only shown to the world, but also creatively mixed and matched sodium-ion batteries and lithium-ion batteries. The most expected thing is that sodium-ion batteries will be commercialized as soon as 2023.</p><p><h2>Analyzing the performance of sodium-ion battery</h2>The emergence of sodium-ion batteries will undoubtedly be compared with the current mature lithium-ion batteries. Take the first generation sodium-ion batteries announced by CATL as an example, and compare them with the current mainstream lithium iron phosphate batteries:</p><p>1) The energy density of the cell of the first generation sodium-ion battery has reached 160Wh/kg, which is also the highest level in the world at present. Although it is slightly lower than that of lithium iron phosphate battery, there is still room for breakthrough. The energy density of the next generation sodium-ion battery will exceed 200Wh/kg;</p><p>2) The first generation sodium-ion battery can reach 80% after charging for 15 minutes at room temperature, which has the ability of fast charging;</p><p>3) The first-generation sodium-ion battery still has a discharge retention rate of more than 90% at a low temperature of minus 20 °C, while the lithium iron phosphate battery will attenuate by 30% at a low temperature.</p><p>4) The system integration efficiency of the first generation sodium-ion battery can reach more than 80%;</p><p>5) The first generation sodium-ion battery has excellent thermal stability, which has exceeded the safety requirements of the national power battery strong standard.</p><p><img src=\"https://static.tigerbbs.com/95cee98e4445e855f9f3bc8f0205da0d\" tg-width=\"693\" tg-height=\"389\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium-ion batteries have little impact on lithium battery industry chain</h2>Previously, the market was worried about whether the launch of sodium-ion batteries would have a certain impact on the current lithium-ion industry chain, which would have a great impact on the upstream and downstream of the whole industry chain. Through research and comparison, Wall Street Institute of Insight and Wisdom believed that the overall impact was not great.</p><p>From the upstream resource point of view, because sodium ion batteries use less or almost no rare metals, sodium carbonate is mainly used instead of lithium carbonate or lithium hydroxide commonly used in lithium batteries. Everyone knows that the latter two are extremely expensive, and the price has soared to about 90,000 yuan/ton, while the price of sodium carbonate, the main raw material of sodium ion batteries, is only 2,000-3,000 yuan/ton, and the resources are extremely abundant, so it will not be affected by the fluctuation of commodity prices in the future, so there are still many changes on the resource side.</p><p>However, from the perspective of preparation process and equipment, in fact, there is not much difference between sodium-ion battery and lithium battery. Even the main four materials and related auxiliary materials are not completely subverted, but only some changes:</p><p><b>(1) Cathode material:</b></p><p>Lithium-ion battery: mainly lithium iron phosphate and ternary two large blocks.</p><p>Sodium-ion batteries: There are many systems, including transition metal oxides, polyanionic compounds, Prussian blue compounds and molten sulfur. At present, companies are trying all major systems.</p><p>At the press conference of CATL, it was said that Prussian white and layered oxide materials have the most potential commercial value, and their gram capacity has reached 160mAh/g, which is equivalent to the existing cathode materials of lithium-ion batteries.</p><p><b>2) Negative electrode material:</b></p><p>Lithium-ion battery: Lithium battery mainly uses artificial graphite, and its future development direction is silicon-carbon anode. However, due to the expansion of silicon and the consumption of lithium ions by the first effect of lithium, the problem has not been perfectly solved, and it has not yet been scaled up;</p><p>Sodium-ion batteries: graphite cannot be used, there are 3 main types, which are embedded-preferably carbon materials, alloy-type reactions and conversion types.</p><p>At the press conference of Ningde Times, it said that it had developed a hard carbon material with unique pore structure that can store and pass a large number of sodium ions quickly. This hard carbon material has a gram capacity of more than 350mAh/g, and it also has excellent cycle performance. The overall performance index is equivalent to that of existing graphite.</p><p><b>3) Electrolyte:</b></p><p>Lithium-ion battery: carbonate is used as solvent, lithium salt is mainly lithium hexafluorophosphate, and additives include film-forming additives and flame retardant additives.</p><p>Sodium-ion battery: carbonate is also used as solvent, while lithium salt is converted into sodium hexafluorophosphate. Additive is a core process, and the problem of sodium branching needs to be solved.</p><p>At the press conference of CATL, it said that a new and unique electrolyte system adapted to such positive and negative electrode materials had been developed.</p><p><b>4) Diaphragm:</b></p><p>There is no problem for sodium-ion batteries to use the mainstream separator of lithium batteries at present, and it can be seamlessly connected.</p><p><b>5) Other materials:</b></p><p>Lithium-ion battery: aluminum foil is used for the positive electrode current collector, and copper foil is used for the negative electrode.</p><p>Sodium-ion battery: Aluminum foil can be used for both positive and negative electrodes. As the price of aluminum foil is much lower than that of copper foil, the cost is much cheaper. At the same time, the weight of sodium electricity will become lighter when replaced with aluminum.</p><p><img src=\"https://static.tigerbbs.com/8fd3e3708079ccac2d581086af187546\" tg-width=\"693\" tg-height=\"335\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium and lithium batteries do not constitute great competition, but can be mixed and complementary</h2>Previously, the market expected that the performance of sodium-ion battery itself determined that it was difficult for it to make a difference in industries with high energy density requirements, and it could only be used in fields with low capacity density such as two-wheeled vehicles, energy storage, data centers and other fields. However, CATL innovatively expressed that it could realize the integration, mixing and sharing of sodium-ion batteries and lithium-ion batteries, with complementary advantages.</p><p>In the AB battery solution developed by CATL, sodium-ion battery and lithium-ion battery can be integrated into the same battery system at the same time. By mixing and matching the two batteries according to a certain ratio and arrangement, integrating them in series and parallel, and then balancing the control of different battery systems through the accurate algorithm of BMS, we can learn from each other's strengths, which not only makes up for the shortcomings of energy density of sodium-ion batteries at this stage, but also gives full play to its advantages of high power and low temperature performance. Such a lithium-sodium battery system can adapt to more application scenarios.<img src=\"https://static.tigerbbs.com/6a8d27fa100301326c4daa65863956a1\" tg-width=\"693\" tg-height=\"438\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Moreover, the performance of sodium-ion battery itself determines that it is not to replace lithium-ion battery. The energy density and cycle life of sodium-ion battery itself are definitely not as good as that of lithium battery. Even the energy density of 160Wh/kg of the first generation sodium-ion battery in CATL era is much higher than that of ordinary sodium-ion battery, but compared with lithium battery, even the energy density of lithium iron phosphate battery, which is not famous for its capacity density, can reach about 180Wh/kg at present, let alone ternary battery.</p><p>However, it is not inferior to lithium batteries in terms of rate performance, high and low temperature performance and safety performance, and it has extremely considerable cost and easy resource advantages. It should be known that 70% of China's lithium resources need to be imported, so the development of sodium-ion batteries is also for China to not change from the previous oil to the current lithium resource restriction in the future. At the same time, theoretically, the cost of sodium-ion batteries can be 0.2-0.3 yuan/wh (at present, the cost is 1 yuan/wh higher, and the cost of lithium batteries is 0.5-0.7 yuan/wh). Therefore, in comparison, apart from the competition with lithium iron phosphate batteries in energy storage, sodium-ion batteries do not have much impact on the main application fields of lithium batteries at present.<img src=\"https://static.tigerbbs.com/c8f9c83ccd43a0c950b3c7d9205ebada\" tg-width=\"693\" tg-height=\"212\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium-ion batteries may make a big breakthrough in energy storage</h2>In April this year, the new energy storage guidance put forward by China's Energy Bureau and the National Development and Reform Commission included sodium-ion batteries for the first time, and a new technology was selected for energy storage batteries. On the one hand, as mentioned above, the characteristics of sodium-ion batteries themselves are suitable for the field of energy storage; on the other hand, the cost of lithium batteries used for energy storage at present may increase.</p><p>On June 22nd, the National Energy Administration issued the \"Regulations for the Management of New Energy Storage Projects (Interim) (Draft for Comment)\", proposing that in principle, new large-scale power battery cascade utilization energy storage projects should not be built. Originally, these lithium batteries that are no longer suitable for automobiles will exert their waste heat in energy storage power stations next, which will improve the utilization value of lithium batteries and reduce the cost of lithium batteries. However, due to potential safety hazards, the policy stipulates that in the future, because recycled retired power batteries cannot be used for energy storage, brand-new power batteries can only be purchased. Although China is not mainly based on ternary batteries like foreign energy storage, even lower-cost lithium iron phosphate batteries will increase the cost of energy storage.<img src=\"https://static.tigerbbs.com/ed8582d2db40614290622b22ce3fd137\" tg-width=\"618\" tg-height=\"268\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>This is also the butterfly effect of the explosion accident of Beijing Energy Storage Power Station on April 16th, which began to appear two months later, which will have a great blow to the retired power batteries, because the performance of the power batteries of new energy vehicles will decay with the increase of use times. When the performance drops to 80% of the initial performance, it will mean that the service life of the new energy vehicles will end. Then it could have been combined with multiple complete battery packs to store energy for wind, photoelectric and other scenes. At present, this road is about to be broken. According to the data of China Automotive Technology and Research Center, the cumulative retirement amount of power batteries in China will be about 200,000 tons in 2020, and the cumulative retirement amount will be about 780,000 tons in 2025. This vacant market may be covered by sodium-ion batteries in the future.</p><p>Of course, although there are certain risks in the development of energy storage, China has not weakened its emphasis on energy storage industry while strengthening safety standards. On July 23rd, the National Development and Reform Commission and the National Energy Administration issued guidance on accelerating the development of new energy storage. While clarifying the dominant position of energy storage, it is no longer an ancillary function of thermal power and new energy, but to participate in various power markets such as medium and long-term transactions, spot and auxiliary services as an independent power system, it is also proposed that by 2025, new energy storage should be transformed from the early stage of commercialization to large-scale development, and the installed capacity of new energy storage will exceed 30GW in the next five years.</p><p>While according to<a href=\"https://laohu8.com/S/000931\">Zhongguancun</a>According to the data of Energy Storage Industry Technology Alliance, as of 2020, the cumulative installed capacity of new energy storage in China was only 3.27GW, while the cumulative installed capacity is expected to reach 5.79GW in 2021, which means that the cumulative installed capacity of domestic electrochemical energy storage will grow at a compound annual growth rate (CAGR) of 57.4% in the next five years, and the average annual newly installed capacity will exceed 5.4GW.<img src=\"https://static.tigerbbs.com/96b0843a024a37f2fa250bb92fd7c488\" tg-width=\"692\" tg-height=\"249\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>At the same time, it is also clearly mentioned in the document that adhering to the diversification of energy storage technologies and speeding up the large-scale test demonstration of sodium-ion batteries and other technologies. Considering that sodium-ion batteries have the advantages of low cost, wide raw material sources, high safety, low temperature and good fast charging performance, it is clear that the construction of power-side energy storage projects will be vigorously promoted in the future. In the five years of energy storage explosion in the future, sodium-ion batteries are likely to achieve great development.<img src=\"https://static.tigerbbs.com/34a1ceb6c4002d42e97bf3ba29000469\" tg-width=\"693\" tg-height=\"259\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Domestic and foreign enterprises are actively deploying sodium-ion batteries</h2>The emphasis on the development of sodium-ion batteries is not a whim of Chinese battery manufacturers. In fact, nearly 30 enterprises at home and abroad have already started to make relevant layout for the industrialization of sodium-ion batteries. Foreign countries mainly include FARADION Company of the United Kingdom, Natron Energy of the United States, Aquion Energy Company of the United States, Tiamat Company of France, Kishida Chemical Company of Japan,<a href=\"https://laohu8.com/S/PC\">Panasonic</a>Mitsubishi Chemical, domestically, CATL, Zhongkehai Sodium, Sodium Innovative Energy, Starry Sky Sodium and other companies are also at the forefront of the industry:</p><p>1) The energy density of the first generation sodium-ion battery in CATL is 160Wh/kg, and the next generation will reach 200 Wh/kg. For the first time, the mixed use of sodium-ion battery and lithium-ion battery is innovatively proposed;</p><p>2) The energy density of the latest product of Sodium Innovative Energy is 120Wh/kg, with more than 1000 cycles; On July 7,<a href=\"https://laohu8.com/S/603529\">Emma Technology</a>At the dealer conference, the sodium-ion battery was released, which is responsible for Sodium Innovation Energy and will be mounted on its own electric two-wheeled vehicle in the future;</p><p>3) The battery of Zhongke Haina also has an energy density of 135Wh/kg, and the cycle is even greater than 2000 times; On June 27, the world's first set of<a href=\"https://laohu8.com/S/002906\">Huayang Group</a>The 1MW sodium ion energy storage system jointly built by Zhongke Haina Company was officially put into operation in Taiyuan, Shanxi;</p><p>4) In September 2020, the DOE (Department of Energy) of the United States has clearly regarded sodium-ion batteries as the next development direction;</p><p>5) In the 2030 battery plan introduced in Europe in March 2020, sodium battery is also the first to bear the brunt as an alternative to lithium battery.<img src=\"https://static.tigerbbs.com/ab933e32bf5094cf3cf14a8fba46f2a5\" tg-width=\"693\" tg-height=\"273\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p><h2>Sodium-ion batteries form a basic industrial chain in 2023</h2>Previously, the market expected that the commercialization of sodium-ion batteries would take at least 3-5 years, but at this sodium-ion battery conference in CATL, it was said that a basic industrial chain would be formed as soon as 2023.<img src=\"https://static.tigerbbs.com/9f0c1c5c494b20d47e6fccad6e0b314e\" tg-width=\"693\" tg-height=\"354\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>Chinese enterprises are in a leading position in the world in the lithium battery industry chain, among which CATL occupies a dominant position in the global market share of nearly 30%, which shows that China has the ability and technology to lead the world in batteries. At this moment, CATL is once again a step ahead of the world, and Chinese enterprises will once again occupy a favorable position in the layout and development of sodium-ion batteries in the future. With the technological progress of new energy batteries, this revolution of replacing fossil energy with clean energy is accelerating.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3636729\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8d27fa100301326c4daa65863956a1","relate_stocks":{"300750":"宁德时代"},"source_url":"https://wallstreetcn.com/articles/3636729","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155135706","content_text":"今年以来新能源产业链全线爆发，终端新能源汽车销量仅上半年累计销就几乎追平去年全年的销量，同时中游电池厂商也是加足马力在扩产备战，这也刺激的上游材料厂商争相扩产，资源端价格大涨。在这个高景气时点，钠离子电池这个有别于目前主流锂电池的新型电池迅速进入了市场的视野中，不仅激起了投资者的热议，更是引发了业内的广泛关注。\n在7月29日宁德时代的钠离子电池发布会上，不仅向全世界展示了宁德时代这款全球最高水平160Wh/kg能量密度的第一代钠离子电池，更是创造性的将钠离子电池和锂离子电池混搭使用，最超预期的是钠离子电池最快会在2023年商业化。\n剖析钠离子电池性能\n钠离子电池的横空出世，毫无疑问将会拿来和目前较为成熟的锂离子电池做对比，就以宁德时代公布的第一代钠离子电池为例，和目前主流的磷酸铁锂电池进行对比：\n1）第一代钠离子电池的电芯单体能量密度已经达到了160Wh/kg，这也是目前全球最高水平，虽然略低于磷酸铁锂电池，但尚有突破空间，下一代钠离子电池能量密度将突破200Wh/kg；\n2）第一代钠离子电池常温下充电15分钟电量就可以达到80%，具备了快充能力；\n3）第一代钠离子电池在零下20°C低温的环境下，仍然有90%以上的放电保持率，而磷酸铁锂电池在低温下衰减将达到30%。\n4）第一代钠离子电池在系统集成效率方面，可以达到80%以上；\n5）第一代钠离子电池有着优异的热稳定性，已经超越了国家动力电池强标的安全要求。\n\n钠离子电池对锂电产业链影响不大\n此前市场担心钠离子电池的推出是否会对目前的锂离子产业链产生一定的冲击，对整条产业链上下游有较大影响，华尔街见闻·见智研究所通过研究对比认为整体影响并不大。\n从最上游资源端来看，由于钠离子电池钠离子少用或者几乎不用稀有金属，主要使用的是碳酸钠而不是锂电池常用的碳酸锂或氢氧化锂，后两者大家都清楚价格极其昂贵，价格已经飙升到9万元/吨左右，而钠离子电池的主要原材料碳酸钠价格才2-3千元/吨，且资源极其丰富，未来也不会受到大宗商品价格的波动影响，所以资源端来看还是有不小的变化。\n但是从制备工艺和设备来看，其实钠离子电池和锂电池差别并不大，即使是主要的四大材料和相关辅助材料上也并不是完全颠覆，而只是有些许变化：\n（1）正极材料：\n锂离子电池：主要是磷酸铁锂和三元两大块。\n钠离子电池：体系则较多，包括过渡金属氧化物、聚阴离子型化合物、普鲁士蓝化合物和熔融硫，目前各大体系都有公司在尝试。\n宁德时代发布会上表示普鲁士白和层状氧化物两类材料最具有潜在商业化价值，其克容量已经达到了160mAh/g，与现有的锂离子电池正极材料相当。\n2）负极材料：\n锂离子电池：锂电池主要使用人造石墨，未来发展方向是硅碳负极，但由于硅的膨胀和锂首效会消耗锂离子问题没有完美解决，还未能规模化；\n钠离子电池：不能使用石墨，主要有3种类型，分别是嵌入式-最好是碳材料、合金类反应和转化类。\n宁德时代发布会上表示开发了能够让大量的钠离子存储和快速通行，具有独特孔隙结构的硬碳材料，这种硬碳材料克容量可达350mAh/g以上，还具备优异的循环性能，整体性能指标与现有的石墨是相当。\n3）电解液：\n锂离子电池：溶剂使用的是碳酸酯，锂盐主要是六氟磷酸锂，添加剂包括成膜添加剂、阻燃添加剂等。\n钠离子电池：溶剂也使用的是碳酸酯，锂盐则转为是六氟磷酸钠，添加剂是一个核心工艺，需要解决钠支晶的问题。\n宁德时代发布会上表示开发了适配这样的正极负极材料的新型独特电解液体系。\n4）隔膜：\n钠离子电池使用目前锂电池的主流隔膜是没有任何问题的，可以做到无缝衔接。\n5）其他材料：\n锂离子电池：正极集流体用铝箔，负极则用铜箔。\n钠离子电池：正负极都可以使用铝箔，由于铝箔价格远低于铜箔，成本上来看要便宜很多，同时钠电换成铝重量也会变轻。\n\n钠、锂电池不构成较大竞争，反而能混合互补\n市场此前预期钠离子电池本身的性能就决定了它难以在高能量密度要求的行业有所作为，只能用于低能力密度的领域如二轮车、储能、数据中心等领域，但是宁德时代却创新性的表示可以实现钠离子电池与锂离子电池的集成混合共用，优势互补。\n在宁德时代开发的开发了AB电池解决方案中，钠离子电池与锂离子电池能够同时集成到同一个电池系统里，通过将两种电池按一定的比例和排列进行混搭，串联、并联集成，然后通过BMS的精准算法进行不同电池体系的均衡控制，这样可以实现取长补短，既弥补了钠离子电池在现阶段的能量密度短板，也发挥出了它高功率、低温性能的优势，这样的锂-钠电池系统，就能适配更多应用场景。\n而且钠离子电池本身的性能就决定了它就不是去替代锂离子电池，钠离子电池本身能量密度和循环寿命肯定是都不如锂电池的，即使是宁德时代第一代钠离子电池160Wh/kg的能量密度，比一般钠离子电池高出不少，但是和锂电池相比，哪怕是不以能力密度著称的的磷酸铁锂电池，其能量密度目前也可以做到180Wh/kg左右，更不用说三元电池。\n但在倍率性能、高低温性能、安全性能方面却不输锂电池，而且有着极其可观的成本和资源易得优势，要知道我国锂资源70%都需要进口，所以钠离子电池的发展也是为了未来我国不会从以前石油转为现在锂资源限制。同时理论上钠离子电池成本可以做到0.2-0.3元/wh（目前成本较高1元/wh，锂电成本0.5-0.7元/wh）。所以对比下来看下来除了储能方面会和磷酸铁锂电池有所竞争，钠离子电池针对目前锂电池的主要应用领域并没有太大的冲击。\n钠离子电池或将在储能上有不小的突破\n今年4月份我国能源局和发改委提出的新型储能指导意见里就首次包括了钠离子电池，给储能电池选取一个新的技术。一方面正如上文提到钠离子电池本身的特性适合储能领域，另一方面目前储能使用的锂电池成本或将提升。\n6月22日国家能源局发布《新型储能项目管理规范（暂行）（征求意见稿）》，提出原则上不得新建大型动力电池梯次利用储能项目，本来这些不再适合汽车使用的锂电池下一步到储能电站发挥余热，提高了锂电池的利用价值，也可以降低了锂电池成本。但由于安全隐患使得政策做了规定，未来储能这块由于不能使用回收的退役动力电池使得只能购买全新动力电池，虽然我国不像国外储能以三元电池为主，但即使是成本较低的磷酸铁锂电池也会加大储能的成本。\n这也是4月16日北京储能电站爆炸事故的蝴蝶效应在2个月后开始显现，这对退役的动力电池会有很大的打击，因为新能源汽车的动力电池性能会随着使用次数的增加而衰减，当性能下降到初始性能80％时，将意味着在新能源汽车上的使用寿命终止，然后本来是可以将多个完整的电池包并在一起，为风、光电等场景储能，目前来看这条路就要断了。而根据中国汽车技术研究中心数据显示，2020年我国动力电池累计退役量约20万吨，2025年累计退役量约为78万吨，这块空出来的市场或将在未来被钠离子电池覆盖。\n当然，储能在发展的过程中虽然出现了一定的风险，但是我国在加强安全标准的同时并没有减弱对储能行业的重视。7月23日，国家发改委、国家能源局发布关于加快推动新型储能发展的指导意见，在明确储能的主体地位，不再是作为火电、新能源的附属功能，而是以电力系统独立身份参与中长期交易、现货和辅助服务等各类电力市场的同时，也提出了到2025 年，实现新型储能从商业化初期向规模化发展转变，未来五年内实现新型储能规模超过30GW的装机量。\n而根据中关村储能产业技术联盟数据，截止2020年中国新型储能累计装机才3.27GW，而2021年预计累计装机规模将达到5.79GW，也就意味着未来5年国内电化学储能累计装机规模年复合增长率（CAGR）为57.4%，年均新增装机量超5.4GW。\n同时在文件中也明确提到了坚持储能技术多元化，加快钠离子电池等技术开展规模化试验示范，考虑到钠离子电池具有成本低廉、原材料来源广泛、安全性高、低温和快充性能好等优点，在见明确未来将大力推进电源侧储能项目建设，未来储能大爆发的5年中，钠离子电池极有可能获得较大发展。\n国内外企业均在积极布局钠离子电池\n对钠离子电池发展的重视并不是我国电池厂商心血来潮，其实国内外早已有已经有近三十家企业开始对钠离子电池进行产业化进行相关布局，国外来看主要包括英国FARADION公司、美国Natron Energy、Aquion Energy公司、法国Tiamat公司、日本岸田化学、松下、三菱化学，国内来看宁德时代、中科海钠、钠创新能源、星空钠电等公司也是走在行业前线：\n1）宁德时代第一代钠离子电池能量密度160Wh/kg，下一代将达到200 Wh/kg，并首度创新性的提出了钠离子电池和锂离子电池的混搭使用；\n2）钠创新能源最新产品的能量密度120Wh/kg，循环超过1000次；7月7日，爱玛科技在经销商大会上，发布钠离子电池，该电池由钠创新能源负责，未来将搭载在自己的电动两轮车上；\n3）中科海钠的电池也有能量密度135Wh/kg，循环甚至大于2000次；6月27日，全球首套由华阳集团联合中科海纳公司共同打造的1兆瓦钠离子储能系统在山西太原正式投运；\n4）2020年9月美国的DOE（能源部）就已经明确把钠离子电池作为下一个发展方向；\n5）2020年3月欧洲出台的2030电池计划，钠电也是首当其冲作为锂电的替代。\n钠离子电池2023年形成基本产业链\n此前市场预期钠离子电池的商业化最少也需要3-5年，但在这次宁德时代的钠离子电池发布会上表示最快将在2023年就形成基本产业链。\n我国企业在锂电池产业链上在全球就处于领先地位，其中宁德时代在全球市占率更是接近30%占据霸主地位，说明在电池方面我国是有着领先全球的能力和技术的，此时此刻宁德时代又一次快全球一步，未来在钠离子电池的布局和发展上我国企业将再次占据有利地位。伴随着新能源电池的技术进步，这场以清洁能源替代化石能源的革命正加速到来。","news_type":1,"symbols_score_info":{"300750":0.9}},"isVote":1,"tweetType":1,"viewCount":4439,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":800138759,"gmtCreate":1627285524571,"gmtModify":1703486709185,"author":{"id":"4089212975502280","authorId":"4089212975502280","name":"dennis0127","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089212975502280","idStr":"4089212975502280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/800138759","repostId":"2154956883","repostType":4,"repost":{"id":"2154956883","kind":"news","pubTimestamp":1627285278,"share":"https://ttm.financial/m/news/2154956883?lang=en_US&edition=fundamental","pubTime":"2021-07-26 15:41","market":"sh","language":"zh","title":"Business divestiture or transformation? Education and Training Institutions Go to the Bifurcation after the \"Double Reduction\" Policy","url":"https://stock-news.laohu8.com/highlight/detail?id=2154956883","media":"观察者网","summary":"上周五（7月23日），港股中概股教育股价纷纷跳水，一天后，引发行业震荡的“双减”政策正式落地。\n“双减”意见明确，各地不再审批新的面向义务教育阶段学生的学科类校外培训机构，现有学科类培训机构统一登记为","content":"<p>Last Friday (July 23rd), the stock prices of education in Hong Kong stocks plunged one after another. One day later, the \"double reduction\" policy that caused industry shocks officially landed.</p><p>The \"double reduction\" opinion is clear, and all localities will no longer approve new off-campus training institutions for students in compulsory education, and the existing training institutions for disciplines will be uniformly registered as non-profit institutions; Discipline training institutions are prohibited from listing for financing, and capitalization operation is strictly prohibited; Listed companies are not allowed to invest in disciplinary training institutions through stock market financing, and are not allowed to purchase the assets of disciplinary training institutions by issuing shares or paying cash.</p><p>\"Double reduction\" was officially issued, and education stocks continued to fall collectively at the opening of Monday. Faced with the industry changes that have arrived, a number of education and training institutions have responded.</p><p>Among them, New Oriental's latest announcement stated that the company is now considering adopting appropriate compliance measures, which are expected to have a significant adverse impact on off-campus tutoring services related to disciplines in China's compulsory education system. The Company will actively seek guidance from and cooperate with the government's actions in its efforts to comply with the Opinions on Further Reducing the Burden of Homework and Off-Campus Training for Students in Compulsory Education and any relevant rules and regulations.</p><p>In addition,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Group,<a href=\"https://laohu8.com/S/TAL\">TAL</a>, elite high-end tutoring, homework help, ape tutoring, Gaosi education,<a href=\"https://laohu8.com/S/XUE\">Xueda Education</a>Learn online school together, Netease Youdao and<a href=\"https://laohu8.com/S/300010\">Bean God Education</a>In response to Weibo, they all indicated that they would implement relevant regulations and requirements and adhere to compliance operation.</p><p><img src=\"https://static.tigerbbs.com/dc277f172bbdde780ff32b6e2fff04b0\" tg-width=\"720\" tg-height=\"724\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>As for the impact of the \"double reduction\" policy, a number of listed companies also issued announcements in response, and some companies indicated that they were significantly adversely affected.</p><p>Among them, Bean God Education said that considering that the proportion of the company's existing Chinese learning service business income to the company's operating income is increasing year by year, the \"double reduction\" policy will have a significant adverse impact on the company's operating income and profit.<a href=\"https://laohu8.com/S/000607\">China Media Holdings</a>According to the announcement, the company and its subsidiaries do not operate discipline training business, and the \"double reduction\" opinion will not have a significant impact on the company's operating and financial situation.</p><p><a href=\"https://laohu8.com/S/000526\">Xueda Education</a>It also said that the company's main K12 education and training business is expected to be affected, among which the subject training business in the compulsory education stage is expected to be greatly affected. The operating income of the Company's education and training business accounted for nearly 99%, of which the operating income of the high school stage accounted for about 60% of the operating income of the education and training business, and the operating income of the compulsory education stage accounted for about 40% of the operating income of the education and training business.</p><p>However, some education and training enterprises believe that the policy has limited impact on the company's operation. Among them,<a href=\"https://laohu8.com/S/300192\">Cod Education</a>It said that the company's current main business is mainly students who go to school in the non-obligatory stage. According to the published policies, the business operations of the Company are limited by industry policies.</p><p><a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>It is believed that the opinion of \"double reduction\" mainly focuses on K12 discipline training, and institutions with this as their main business may face transformation in the future, while quality and adult vocational training institutions are less affected, such as postgraduate entrance examination, chef training, art and sports education and other training institutions can still carry out business normally. It is expected that institutions similar to New Oriental, TAL and other institutions with K12 education and training as their main business may face a certain degree of risk, and may undergo transformation in the future.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is predicted that subject-based training may have some transformation quality education, and the remaining training institutions will be fragmented. In the future, some discipline training institutions may be forced to transform, including engaging in quality training and strengthening cooperation with schools. According to the research report, the existence of the baton of the college entrance examination and the improvement of family income level will make the demand for off-campus discipline training continue to exist, and this policy will affect the industry supply more.</p><p>For the capitalization of education and training institutions,<a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>It is believed that listed institutions may face the risk of delisting or divesting disciplinary businesses. From the perspective of capitalization, this document clearly restricts the listing financing of off-campus discipline training institutions or the investment of listed companies, which leads to the traditional capital operation mode of relying on capital advantages to subsidize the market and then seek to withdraw, which is difficult to replicate in the education and training industry.</p><p>From the perspective of business management, the policy has made stricter regulations on the teaching duration of the education and training industry, and large chain institutions will receive more regulatory attention, which will have a greater impact on their actual operation.</p>","source":"gczw","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Business divestiture or transformation? Education and Training Institutions Go to the Bifurcation after the \"Double Reduction\" Policy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBusiness divestiture or transformation? Education and Training Institutions Go to the Bifurcation after the \"Double Reduction\" Policy\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">观察者网</strong><span class=\"h-time small\">2021-07-26 15:41</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last Friday (July 23rd), the stock prices of education in Hong Kong stocks plunged one after another. One day later, the \"double reduction\" policy that caused industry shocks officially landed.</p><p>The \"double reduction\" opinion is clear, and all localities will no longer approve new off-campus training institutions for students in compulsory education, and the existing training institutions for disciplines will be uniformly registered as non-profit institutions; Discipline training institutions are prohibited from listing for financing, and capitalization operation is strictly prohibited; Listed companies are not allowed to invest in disciplinary training institutions through stock market financing, and are not allowed to purchase the assets of disciplinary training institutions by issuing shares or paying cash.</p><p>\"Double reduction\" was officially issued, and education stocks continued to fall collectively at the opening of Monday. Faced with the industry changes that have arrived, a number of education and training institutions have responded.</p><p>Among them, New Oriental's latest announcement stated that the company is now considering adopting appropriate compliance measures, which are expected to have a significant adverse impact on off-campus tutoring services related to disciplines in China's compulsory education system. The Company will actively seek guidance from and cooperate with the government's actions in its efforts to comply with the Opinions on Further Reducing the Burden of Homework and Off-Campus Training for Students in Compulsory Education and any relevant rules and regulations.</p><p>In addition,<a href=\"https://laohu8.com/S/GOTU\">Gaotu</a>Group,<a href=\"https://laohu8.com/S/TAL\">TAL</a>, elite high-end tutoring, homework help, ape tutoring, Gaosi education,<a href=\"https://laohu8.com/S/XUE\">Xueda Education</a>Learn online school together, Netease Youdao and<a href=\"https://laohu8.com/S/300010\">Bean God Education</a>In response to Weibo, they all indicated that they would implement relevant regulations and requirements and adhere to compliance operation.</p><p><img src=\"https://static.tigerbbs.com/dc277f172bbdde780ff32b6e2fff04b0\" tg-width=\"720\" tg-height=\"724\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>As for the impact of the \"double reduction\" policy, a number of listed companies also issued announcements in response, and some companies indicated that they were significantly adversely affected.</p><p>Among them, Bean God Education said that considering that the proportion of the company's existing Chinese learning service business income to the company's operating income is increasing year by year, the \"double reduction\" policy will have a significant adverse impact on the company's operating income and profit.<a href=\"https://laohu8.com/S/000607\">China Media Holdings</a>According to the announcement, the company and its subsidiaries do not operate discipline training business, and the \"double reduction\" opinion will not have a significant impact on the company's operating and financial situation.</p><p><a href=\"https://laohu8.com/S/000526\">Xueda Education</a>It also said that the company's main K12 education and training business is expected to be affected, among which the subject training business in the compulsory education stage is expected to be greatly affected. The operating income of the Company's education and training business accounted for nearly 99%, of which the operating income of the high school stage accounted for about 60% of the operating income of the education and training business, and the operating income of the compulsory education stage accounted for about 40% of the operating income of the education and training business.</p><p>However, some education and training enterprises believe that the policy has limited impact on the company's operation. Among them,<a href=\"https://laohu8.com/S/300192\">Cod Education</a>It said that the company's current main business is mainly students who go to school in the non-obligatory stage. According to the published policies, the business operations of the Company are limited by industry policies.</p><p><a href=\"https://laohu8.com/S/601555\">Soochow Securities</a>It is believed that the opinion of \"double reduction\" mainly focuses on K12 discipline training, and institutions with this as their main business may face transformation in the future, while quality and adult vocational training institutions are less affected, such as postgraduate entrance examination, chef training, art and sports education and other training institutions can still carry out business normally. It is expected that institutions similar to New Oriental, TAL and other institutions with K12 education and training as their main business may face a certain degree of risk, and may undergo transformation in the future.</p><p><a href=\"https://laohu8.com/S/600030\">CITIC Securities</a>It is predicted that subject-based training may have some transformation quality education, and the remaining training institutions will be fragmented. In the future, some discipline training institutions may be forced to transform, including engaging in quality training and strengthening cooperation with schools. According to the research report, the existence of the baton of the college entrance examination and the improvement of family income level will make the demand for off-campus discipline training continue to exist, and this policy will affect the industry supply more.</p><p>For the capitalization of education and training institutions,<a href=\"https://laohu8.com/S/06030\">CITIC Securities</a>It is believed that listed institutions may face the risk of delisting or divesting disciplinary businesses. From the perspective of capitalization, this document clearly restricts the listing financing of off-campus discipline training institutions or the investment of listed companies, which leads to the traditional capital operation mode of relying on capital advantages to subsidize the market and then seek to withdraw, which is difficult to replicate in the education and training industry.</p><p>From the perspective of business management, the policy has made stricter regulations on the teaching duration of the education and training industry, and large chain institutions will receive more regulatory attention, which will have a greater impact on their actual operation.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/cyxw/2021-07-26/doc-ikqcfnca9117181.shtml\">观察者网</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a65ddf73055baf7ee7e017124875990","relate_stocks":{"TAL":"好未来","09901":"新东方-S"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/chanjing/cyxw/2021-07-26/doc-ikqcfnca9117181.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154956883","content_text":"上周五（7月23日），港股中概股教育股价纷纷跳水，一天后，引发行业震荡的“双减”政策正式落地。\n“双减”意见明确，各地不再审批新的面向义务教育阶段学生的学科类校外培训机构，现有学科类培训机构统一登记为非营利性机构；学科类培训机构一律不得上市融资，严禁资本化运作；上市公司不得通过股票市场融资投资学科类培训机构，不得通过发行股份或支付现金等方式购买学科类培训机构资产。\n“双减“正式印发，教育股周一开盘继续集体下挫。面对已经到来的行业变动，多家教育培训机构已经做出回应。\n其中，新东方最新公告称，公司现在正考虑采取适当的合规措施，预期该等措施将对与中国义务教育制度学科有关的校外辅导服务产生重大不利影响。公司将就致力遵守《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》及任何相关规则及法规积极寻求政府的指导及配合政府的行动。\n此外，高途集团、好未来、精锐高端辅导、作业帮、猿辅导、高思教育、学大教育、一起学网校、网易有道和豆神教育等在微博发布回应，均表示将执行相关规定与要求，坚持合规经营。\n\n对于“双减”政策带来的影响，多家上市公司也发布公告作出回应，部分企业表示受到重大不利影响。\n其中，豆神教育表示，考虑到公司现有大语文学习服务业务收入占公司营业收入比例逐年增高，“双减”政策将对公司营业收入、利润产生重大不利影响。华媒控股公告称，公司及子公司未经营学科类培训业务，“双减”意见不会对公司的经营情况和财务状况产生重大影响。\n学大教育也表示，公司主营的K12教育培训业务预计将受到影响，其中义务教育阶段的学科培训业务预计受到影响可能较大。公司教育培训业务营业收入占比近99%，其中，高中阶段营业收入占教育培训业务收入约60%，义务教育阶段营业收入占教育培训业务收入约40%。\n但也有部分教培企业认为政策对公司经营影响有限。其中，科德教育表示，公司目前主营业务以非义务阶段升学学生为主。根据已公布的政策，公司经营业务受到行业政策影响有限。\n东吴证券认为，“双减”意见主要集中在K12学科类培训，以此为主要业务的机构未来或许面临转型，素质类和成人职业类的培训机构受影响较小，比如考研，厨师培训，艺体教育等培训机构仍可正常开展业务，预计类似于新东方，好未来等以K12 教培为主要业务的机构，或面临一定程度的风险，未来或许进行转型。\n中信证券预测，学科类培训或有部分转型素质教育，剩余培训机构将呈现碎片化状态。未来部分学科类培训机构或被倒逼转型，包括从事素质培训、与学校加强合作等。研报认为，高考指挥棒的存在和家庭收入水平的提高会使得对校外学科类培训的需求继续存在，而本次政策更多影响的是行业供给。\n对于教培机构的资本化，中信证券认为，已上市的机构或面临退市或者剥离学科类业务的风险。从资本化的角度看，本次文件对于校外学科类培训机构的上市融资或被上市公司投资等进行了明确的限制，这就导致传统的依靠资本优势进行补贴抢占市场，进而谋求退出的资本运作模式难以在教培行业复制。\n而从企业经营角度看，政策对于教培行业的授课时长等进行了更加严格的规定，大型连锁机构将受到更多监管关注，对其实际经营的影响将更大。","news_type":1,"symbols_score_info":{"09901":0.9,"TAL":0.9}},"isVote":1,"tweetType":1,"viewCount":3170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177679300,"gmtCreate":1627216840600,"gmtModify":1703485655635,"author":{"id":"4089212975502280","authorId":"4089212975502280","name":"dennis0127","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089212975502280","idStr":"4089212975502280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/177679300","repostId":"1170350340","repostType":4,"isVote":1,"tweetType":1,"viewCount":2578,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174217089,"gmtCreate":1627101065441,"gmtModify":1703484300164,"author":{"id":"4089212975502280","authorId":"4089212975502280","name":"dennis0127","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089212975502280","idStr":"4089212975502280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174217089","repostId":"2153933420","repostType":4,"isVote":1,"tweetType":1,"viewCount":3341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174215779,"gmtCreate":1627100973991,"gmtModify":1703484298152,"author":{"id":"4089212975502280","authorId":"4089212975502280","name":"dennis0127","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4089212975502280","idStr":"4089212975502280"},"themes":[],"title":"","htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/174215779","repostId":"2153933726","repostType":4,"isVote":1,"tweetType":1,"viewCount":3867,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}