What is the impact of COVID-19 on the new energy industry?
2020-02-10
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From a regional perspective, Wuhan, the center of the epidemic, is one of the important cities of China's automobile industry.The impact of this epidemic on the power equipment and new energy industry is relatively small.With the gradual clarification of wind power and photovoltaic policies, the epidemic situation has a certain impact on the short-term commencement of the industry, but has a limited impact on the long-term demand of the industry.The domestic new energy manufacturing sector has a high degree of automation and is less affected by the epidemic.
The demand side of consumer electronics has a small impact. On the one hand, the first quarter of the year is the off-season, and on the other hand, the demand for consumer electronics is global demand. China's demand accounts for less than 20% of global demand, so it is a sector with a small impact of the epidemic.A large number of automobile enterprises and power battery industry chain enterprises in Jiangsu, Shanghai, Guangdong and other provinces and cities have also announced the delay of resuming work according to the requirements of their regions.
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