Is the victory or defeat of the battery war? Japanese media: the share of Chinese and enterprises accounts for more than 60% of the world

Is the victory or defeat of the battery war? Japanese media: the share of Chinese and enterprises accounts for more than 60% of the world

Foreign media said that Chinese enterprises are sweeping the pure electric vehicle (EV) battery market. Ningde's new energy technology (CATL) became the world's largest vehicle battery manufacturer in seventh years after its establishment. Including the world's third largest vehicle battery company BYD (BYD) and so on, Chinese enterprises occupy more than 60% share of the global vehicle battery market.

According to the report of the Japanese economic news website in June 11th, in 2019, China will implement the policy that the automobile manufacturers must produce a certain proportion of pure electric vehicles, formally ushered in the era of real pure electric vehicles, and Chinese enterprises relying on the national strategy have already begun to seek the right to master the main power.

Global auto makers go to the mountains of China

Reported that in mid May, the reporter came to Ningde, a small southern Chinese city of Fujian, and found that TOYOTA's technicians entered a building. A female employee (36 years old) told the Japanese economic news reporter, "this year, TOYOTA and other major European and American manufacturers often come and come in dozens of times." This is the headquarters of the Ningde era, the largest vehicle battery manufacturer in the world in 2017.

Except for the headquarters in the Ningde era, there was almost nothing in the vicinity. Dust on the road is a typical rural area in China. Why do global auto makers have been attracted to this? An executive of a Japanese auto maker said: "it is decided that the battery field of pure electric vehicles has been decided and decided to let us supply the battery in the Ningde era of the largest and more financial strength in the world."

It used to be a different scene. TOYOTA and other major global automakers are either making their own core spare parts batteries or relying on large battery manufacturers in Japan or South Korea that have the advantage of technical strength. But Tang Jin, a director of Mizuho bank, who is familiar with China's auto market, pointed out that "this strategy is no longer feasible."

The background is that battery manufacturing technology has made rapid progress in recent years. As with LCD panels and photovoltaic cells, the trend of "equipment industrialization" is becoming more and more obvious. Enterprises capable of mass production and strong financial strength are more and more dominant, and the situation of the leading technology enterprises in Japan and South Korea is becoming more and more serious. BOSCH, the world's largest auto parts company, decided to shrink its battery business in February because of its heavy investment burden.

Take advantage of the east wind to dominate the market

The Nikkei reported that the Ningde era was established in 2011, mainly in vehicle battery business.

Ningde era from the German BOSCH, Continental AG, the French group (Valeo), such as the global parts and components of the French group (Valeo), such as the global parts and spare parts to dig a large number of technical personnel, and other enterprises to open the gap, to consolidate the foundation. "Only 20 people have been dug from BOSCH," the official said.

On this basis, the era of Ningde is also working with the government, with the aid of the "thousand people plan" to introduce super talent overseas with excellent treatment, and to employ the Robert Galyen of the American battery industry as the chief technical officer (CTO).

In the Ningde era, by supplying SUV to BMW, BMW absorbed battery technology and promoted its growth. At present, Ningde era, with European and American car enterprises as the center, has established a cooperative relationship with 18 global auto manufacturers in the battery field, and the expansion of the overseas pure electric car market will also be good for the era of Ningde.

The number of battery shipments in Ningde in 2017 increased to about 2 times in 2016, reaching 12GWh (GI, 1 kW when 1 GW), and will be further increased to 50GWh by 2020. The shipment is equivalent to the battery capacity of nearly 2 million pure electric vehicles.

The leader of the Ningde era is also BYD. BYD also develops vehicle battery and pure electric vehicle business. As a pioneer of China's pure electric vehicles, it occupies the first place in the market share of pure electric vehicles in China.

China will start implementing the new energy vehicle integration policy in 2019, requiring automobile manufacturers to produce a certain proportion of pure electric vehicles. Manufacturers who fail to meet the requirements must purchase "points" from other manufacturers that meet the requirements. It is estimated that after the implementation of the policy, BYD could earn at least 14 billion yuan in the first 3 years by selling points alone. It is estimated that BYD will use its capital strength and further expand its gap with other manufacturers in the Ningde era.

China power battery enterprises rush to rush

China's electric vehicle supply is expected to be one of the main drivers of global lithium demand, the Financial Times reported on May. Goldman Sachs predicts that by 2030, China will supply 60% of the world's electric vehicles, up from 45% in 2016.

In fact, as early as the announcement of the national new energy plan, many enterprises have made a great effort to rush ahead in the field of power batteries.

The Japanese Economic News reported in the early May that the Ningde era became a battery supplier to a number of multinational companies, especially the global supply chain system, which marked the beginning of a global competition with the Japanese and Korean battery companies.

In the era of Vehicle Lithium-ion batteries, Ningde has rapidly reached the Matsushita scale. (economic news of Japan)

Another industry leader, BYD, is one of the first vehicles to develop the lithium iron phosphate battery, not only for its own production of new energy passenger car and passenger car iron phosphate battery, but also for the other bus enterprises to supply batteries. In 2017, BYD cuddled three Yuan Li (also called a three yuan polymer lithium battery in its passenger car business), which refers to lithium batteries used in cathode materials for lithium nickel cobalt manganese three positive material.

It is reported that BYD plans to separate the power battery business from the independent operation and supply other new energy vehicle enterprises. This recruit, BYD power battery in the passenger car market potential customers, will be several times the original. According to Shen Xi, deputy general manager of BYD lithium power division, the power battery business will be completed in late 2018 or early 2019, and is expected to be launched in five years.

In addition, Geely, Beiqi new energy, SAIC and other manufacturers in recent years have invested in automotive power battery projects.

In 2017, the performance of Beek, Fu Nan, Zhi hang and other enterprises showed an extremely high growth. Analysts believe that growth stems from their focus on the production of three yuan lithium power batteries.

RWR consulting said that Chinese enterprises had more than 1 billion U.S. dollars in lithium mining transactions, mainly automobile enterprises and auto suppliers. This figure was zero in 2016 and $178 million in 2015.

In these transactions, Great Wall Motor Co signed an agreement with Australia's pbala mineral company to ensure the supply of lithium for five years.

BYD, China's largest electric car maker, has also established a partnership with the potash Limited by Share Ltd in Saline Lake, Qinghai, to extract lithium from Saline Lake to produce batteries.

Editor in responsibility: Zhang Jianli

Waonews is a news media from China, with hundreds of translations, rolling updates China News, hoping to get the likes of foreign netizens