Mar 12, 2019 Pageview:725
A number of insiders disclosed to GBII that in north American market, Panasonic Dalian factory has received customer contract to a whole production line. GM is one of the important customers. In Chinese market, there are many car companies are communicating with Panasonic, but haven’t determined the supply at present.
Comment:
Literally, the probability of Panasonic back through the Chinese strategy should be infinitely close to zero, because from Panasonic global is CATL of "big brother" status.
This is not to say CATL how much technology has been the lead of seeking truth from facts, the single theory the battery Technology, the CATL with Panasonic, there is a gap between the capacity, scale, market and talent reserves, CATL went before him, technology gap is narrowing. Use a FeiQi word to describe is: "I technology lags far behind you, you beat me, now technology is not too much, what makes you beat me, even beat me on my site?"
In fact, after the "city of the great powers", this is in the domestic lithium electricity a coppi CATL, to further improve sentiment, appears increasingly unchallenged, Panasonic snare him to come to China, even can only eat the scraps.
Original: double integral pressure alert cars are at a loss "sale" electric vehicle
To high electric Shared a number of industry insiders disclosed that some companies worry about the phenomenon such as new energy integral in short supply, prices are high, or will have a business in a hurry to existing products for simple electric transformation, also does not exclude the cars are cheap and even sales of new energy vehicles "damaged".
Comment:
Must first understand the two concepts, one is the small car companies are giants, no car companies are a fool; Second, the electric cars do normal use is not so difficult.
Market competition is very cruel, even at a loss sale at a lower price, this is a common thing in auto market, the profit and loss is the car companies themselves, to stand in the Angle of the industry to "fear" is some fuss. In fact, the small car companies to the end of sales or inventory, often at a loss sale.
Really concern is car companies churning out, good money after bad money. But in a few years ago the high subsidies, the low level of s, maybe a car companies will use "despicable" means to hold industry back. And now are the age subsidies, technology progress, in the production of normal use of electric cars don't have too much difficulty. Stupid thing for integral to quench thirst, automakers are probably won't do it, even if there were, what also can't afford to turn the waves. As for the price, but also in all walks of life for granted.
Original: Japan exhibition is Japan lithium battery technology trap "other people"?
The battery with insiders expects feast "technology" is different, in the field of lithium electricity relatively quiet a lot in previous years, SONY, Panasonic, only fuel cell product display), soup shallow lithium electricity giant did not attend, such as Japan by solid state battery technology has not too much.
Comment:
Japan lithium electricity isn't other people, the Japanese lithium electricity is really decline, at least from the industry, has been declining.
Is an indisputable fact that, since 2005 the Japanese lithium electricity international market share is falling, Japan in 2016 lithium electricity global market share has dropped to 15%, its decline speed of shocking.
Back to the battery, is indeed on the lithium electricity product is not as busy as he used to, but on the other lithium electricity technology, especially on the battery performance very grab an eye, thus, Japan still has vitality in cell technology foresight. Of course, more dynamic, fuel cell technology development is Japan.
In the past a lot of people think Japan insist on the fuel cell is stubborn and inflexible, but since the second half of 2017, fuel cells, heat rapidly rising, almost all line car companies will fuel cells as one of the core strategies.
To look back at this time, Japan's new energy really is very strong. And Japan didn’t keep silence on purpose during battery exhibition. They may really aim at new type of lithium-ion battery and fuel cells.
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