Chat from Samsung Note7 to the power battery catalog

I believe that many people who have been on the plane recently noticed that the space added a safety reminder before take-off: you can't use Samsung Note7 on the plane or charge it. Maybe everyone will laugh when they first heard it, but now the Note7 incident has developed even more severely.

Explain the ambiguity and hope of Korean batteries

On the afternoon of October 11, Samsung announced that it would recall all the GalaxyNote7 products. At the same time, according to the news released by the AQSIQ, Samsung will take two measures to implement the recall: free replacement for other models of new Samsung mobile phones for consumers, and refund the difference between the two products, gift coupons 300 Yuan; the original purchase price is fully refunded and the product is recycled. Consumers can choose one of the above two methods.

Explain the ambiguity and hope of Korean batteries

In the end, after recalling more than 1,000 Samsung Note7 in the mainland, Samsung still recalled the National Bank version of Samsung Note7. According to the announcement issued by Samsung, this time it was decided to suspend sales and recall all the National Bank Note7 mobile phones, a total of 190,000 units. Affected by this, Samsung's share price fell 8%, the biggest drop in a single day in six years.

Explain the ambiguity and hope of Korean batteries

In any case, Samsung Note7’s “Fliction Machine Door” event ended up with a feeling of sorrow. The editors of the Korean battery, which was struggling with the car circle, will be affected by the Samsung mobile phone recall event, which will worsen the deterioration China's development? In this regard, auto industry commentator Yongqiu Tian said that this policy of violating the laws of the market economy will be terminated sooner or later, and it is predicted that Korean batteries will eventually enter the Chinese battery catalogue ("China Approved Battery Supplier List", hereinafter referred to as "China Battery Catalog" or "Directory" is just a matter of time.

Yongqiu Tian explained: "Since the state has not issued a formal notice, whether to permanently restrict the entry of Korean batteries into the catalogue, when the policy is unclear, it not only limits the development of Korean batteries in China, but also affects the development of domestic batteries. Even the new energy vehicles that have their own brands, because there are many independent electric vehicles equipped with Korean batteries on the market."

Affected new energy vehicle enterprises

On June 20 this year, 32 companies were selected for the fourth batch of power battery companies, plus 25 companies in the previous period, a total of 57 companies. None of the 57 companies is a Korean battery company in China. This is the prelude to the Chinese battery catalogue of the Korean battery.

According to the regulations, new energy vehicle products that use batteries that do not enter the catalogue will not enter the promotion catalogue of new energy vehicles, and thus cannot receive subsidies. That is, from July, the new energy car circle began to panic. Although the Ministry of Industry and Information Technology has revised the "New Energy Vehicle Manufacturing Enterprises and Product Access Management Rules" (Revised Draft for Soliciting Opinions), the company that has obtained the catalogue will be given a one-year adjustment time, but this is still It is impossible to resolve the pressure and embarrassment caused by these vehicle manufacturers in replacing batteries.

Explain the ambiguity and hope of Korean batteries

As far as the current situation is concerned, the most affected is the Jianghuai iEV6S equipped with Korean batteries. After two months of suspension, the Samsung SDI battery was replaced with domestic batteries in September and re-entered into the market. In addition, the Beiqi EX200 will temporarily suspend production on September 22, because the country/local will suspend subsidies, and the reason is the same as the JAC iEV6S, which also suffers from battery problems. The Beiqi EX200 is equipped with Korean batteries (Korean SK) Ternary lithium battery). Beiqi New Energy also responded that the Beiqi EX200 will be re-marketed at the latest by the end of October. At that time, the new car is likely to be named after the “EX260”. The new car will use the same power battery as the Beiqi EU260. Group, the cruising range will also be increased to 260 kilometers.

Explain the ambiguity and hope of Korean batteries

Compared with the already-produced iEV6S and EX200, there are still some plans to go on sale this year, and the independent car companies equipped with Korean batteries have also been partially affected. For example, the Great Wall Motor C30EV, which was originally planned to be listed in the second quarter of this year, is still not listed. The plug-in hybrid version of the Audi A6L is scheduled to be officially launched in November this year. According to current media information, the situation may change; the plan is to sell the Brilliance China H230 pure electric car in May, but so far, there is still no information on the listing.

The future situation of Korean batteries

What is it that prevents the Korean battery from entering the Chinese battery catalog?

After collecting the various materials, the editor learned that the main reason was that the information on the application materials submitted by the two Korean battery companies of LG Chem and Samsung SDI to the relevant departments was incomplete and was required to re-complete the information.

Secondly, LG Chem and Samsung SDI established factories in Nanjing and Xi'an in October last year. The two companies have been in production for less than one year in China, and do not meet the “Battery Code” “production in China for more than one year”.

According to a related person, these regulations have also hindered the development of local batteries due to restrictions on Korean batteries entering the Chinese catalog. For example, batteries independently developed by BAIC New Energy have not yet entered the battery catalog. At the same time, when new energy vehicles develop rapidly, some government interventions will have a greater impact on industrial development. Therefore, many insiders have called for more choices and powers to be given to the market. The most suitable battery for new energy vehicles.

Explain the ambiguity and hope of Korean batteries

So, what is the future of Korean batteries?

In fact, many experts in the industry disagree with the statement that "restricting Korean batteries is to protect local enterprises." When autonomous car companies are listed on the new car, most of them choose to use Korean batteries instead of local batteries. The fundamental reason is that their quality is better than local batteries, indicating that Korean batteries have higher product competitiveness. If the Korean battery meets the criteria for entering the battery catalog, there is no reason to restrict the use of Korean batteries in China. Otherwise, this is contrary to the market economy norms, the WTO guidelines. As mentioned above, some industry insiders still believe that the Korean system The battery will eventually be able to enter the Chinese battery catalog, but it will be a matter of time.

Explain the ambiguity and hope of Korean batteries

For new energy vehicles that should be listed but not yet listed, when the policy is unclear and unreasonable, delaying the listing and not aggressive is the most sensible choice to reduce risk.

Tian Yongqiu stressed: "In fact, there is no need to suspend the battery quality of Samsung Note7, and doubt the quality of Korean batteries installed in new energy vehicles. After all, the detection of car safety is much more complicated than the safety monitoring program of mobile phones." The editor also believes that Korean drama, Han Xing or Han battery is worth mentioning. Since there is a reason for his existence in China, what we should do is not the so-called limit Han, but the strength. If you really envy and hate, quote Wei Yuan's less appropriate metaphor, and the teacher will use his skills to control the country.

The page contains the contents of the machine translation.