(Sold out! Sales increased 10 times, this outdoor product is popular. Organization: The next blue ocean market! Leading concept list released)
Outdoor mobile power supply sales increased year-on-year More than 10 times, portable energy storage products are expected to become the next blue ocean market.
Sales surged by 1,000%
Take the fire with outdoor mobile power supplies when traveling
Data from an e-commerce platform shows that consumers are currently pursuing "small gatherings and large gatherings" "Space" tourism scene, self-driving tours and outdoor activities have become the mainstream first choice for consumers. During the period from May 23rd to June 18th when this year’s “618” promotion started, the turnover of outdoor mobile power increased by more than 10 times.
Industry insiders pointed out that China’s outdoor mobile power supplies currently account for more than 90% of total global shipments. It is expected that in the next four to five years, global annual shipments will reach more than 30 million units, with a market size of approximately 80 billion yuan.
Portable energy storage products are expected to become the next blue ocean market.
A mobile power supply is a portable charger that an individual can carry with him or her and can store electricity on its own. It is mainly used for charging consumer electronics such as handheld mobile devices, especially when there is no external power supply. Even with the rapid development of technology, the battery capacity of tablets and smartphones is still limited, driving the demand for power banks.
Under the general trend of artificial intelligence and the Internet of Things, the categories of smart terminal products such as wireless headsets and drones are becoming increasingly diverse, and shipments have maintained rapid growth. At the same time, in recent years, the participation rate in outdoor activities in overseas markets such as the United States has continued to increase, and mobile power demand has grown rapidly.
In 2021, outdoor scenarios will account for 43.6% of portable energy storage shipments. Changes in residents’ travel patterns in the post-epidemic era are the main reasons for detonating the portable energy storage market. With the recurrence of the epidemic, people have no choice but to choose local activities, so people's demand for outdoor activities becomes stronger. The epidemic forces the reduction of cluster travel, and then turns to weak cluster family outdoor activities to meet people's social needs. .
In the past five years, the global portable energy storage equipment market has maintained rapid growth. The China Chemical and Physical Power Industry Association predicts that by 2026, global shipments will exceed 30 million units and the market size will exceed 80 billion yuan. The share of large-capacity products above 1000Wh will continue to increase.
CICC believes that portable energy storage products for consumers are expected to become the next blue ocean market. With the development of battery technology and the increasing use of BMS and inverters in energy storage equipment, it is expected that the cost of portable energy storage products will be further tapped, driving the penetration rate to continue to increase.
Many mobile power supply concept stocks have reached their daily limit.
Oriental Securities pointed out that brand owners of portable energy storage products target end consumers and have relatively high profit margins. Brands mainly adopt the M2C business model, that is, manufacturers provide products directly to consumers, which can conduct in-depth research on market demand and consumer preferences, reduce intermediate links, reduce channel costs, quickly respond to user needs, and then create value. Relevant companies mainly include Huabao Xinneng, Zhenghao Innovation, Anke Innovation, Paineng Technology and other companies.
Intel's main business is to provide high-quality LED driver power supplies to the market. It has now developed into one of the world's leading companies in the medium and high-power LED lighting driver power industry.
The use of Topband’s lithium batteries in the energy storage market is mainly for export. The end uses include but are not limited to golf carts, scenic sightseeing cars, communication base stations, solar cells, outdoor power supplies, etc.
Haike’s two-way PD mobile power supply project has been mass-produced and shipped; Shenchi Electromechanical mobile power pack products have developed products for multiple power supply market segments; on June 21, Xili Technology issued an announcement stating that the sub- The company, Zhejiang Xili, plans to develop energy storage products, including outdoor power supplies. Related questions and answers: Leading mobile power stocks. What are the mobile power concept stocks? List of leading mobile power concept stocks. Mobile power concept stocks (related stocks) Xinwangda: In 2008, the company successfully developed a power management system suitable for notebook computers and entered the notebook lithium-ion battery model dominated by Japanese and Taiwanese companies. In 2009, when the company was founded, the company made further breakthroughs in the research and development of laptop lithium-ion battery modules, forming three patented technologies. It has become one of the few domestic lithium-ion battery module manufacturers that can mass-produce laptop battery modules.
At present, the company has expanded its market share in the notebook computer market as well as tablet computers, electronic paper books and other sales areas. Desai Battery: The 2013 annual report disclosed that the company will focus on the mobile power business, build a leading enterprise in the market segment, and become the world's leading lithium battery power management solution service provider and the first-class mobile power manufacturer and service provider in China. According to China Securities Journal on August 19, 2013, the application markets that the company has successfully entered and is about to enter include high-end smartphones, PC tablets, power tools, electric vehicles and wearable devices. In terms of smartphones, the company's share of power management in the Apple iPhone series exceeds 50%. Topband Co., Ltd.: The company's new energy business mainly includes PCM battery protection boards, mobile power supplies, and lithium power batteries, with mobile power supplies and PCM battery protection boards as the main products. The proportion of lithium power batteries is gradually increasing. Want to know about Led enterprise information/news/list-271.html