China and South Korea power battery big PK who will be the final winner?

In the past, the first reaction to the reference to domestic goods was that perhaps it was all this stuff, especially in industry. It is true that Chinese industrial development is indeed a little later than in some Western countries. For a long time, people's opinion of domestic products was inferior to that of imported products. This has led to the view that it is not only in industry but also in other fields that it is inferior to foreign countries. However, with the development of the domestic economy and technology industry, domestic goods are really better than imports in some industries.

As we all know, the development of the new energy car industry in recent years can be said to be quite rapid, so for new energy vehicles, a very important indicator is the mileage. Since most of the new energy vehicles currently seem to refer to electric vehicles, the endurance of electric vehicles has always been an important indicator. In addition to the technology of electric motors, it is also important to relate to the ability of endurance. Some aspects are even more important than the motor itself -- the battery.

Recently, some media reported that SK Battery China Holding Company from South Korea will expand its factory in China. This brings us to our own battery giant, the era of Ningde. In the new energy car boom, perhaps the battery giants are bound to have a war of invisible smoke.

"Popular Lovers" in the era of Ningde

On the domestic front, I believe that people who have knowledge of new energy vehicles know that BYD's batteries are doing well. But in addition to BYD, there is also a new energy car battery supplier called ningde era that is only as good at battery work as BYD. The only difference is that BYD was already making cars, and the ningde era was more focused.

Ningde Times New Energy Technology Co., Ltd. was established on December 16, 2011. The business scope includes: lithium ion batteries, lithium polymer cells, fuel cells, power cells, super-capacity energy storage batteries, Super capacitors, battery management systems and rechargeable battery packs, wind and photoelectric energy storage systems, and related equipment development, production and sales. And after-sales services.

If you have any knowledge of the domestic new energy car industry, today's Ningde era is already an international giant company in the battery industry.

Both at home and abroad also strike to win

Global car giants are racing for new energy, with particular emphasis on China, the biggest new energy car market. For example, BMW has established a power battery center in China and has a layout charging network; Volkswagen will launch about 15 indigenously produced new energy vehicles within the next 2 to 3 years. It's really not the era of the Ningde. You can look at some of the recent news about the car circle.

At the Beijing Motor Show on May 2, Nissan announced that it will invest more than 20 electric vehicles in the domestic car market in the next five years. Among them, Dongfeng Nissan's first pure electric vehicle gave up its original Japanese battery for its popular Xuanyi pure electric version and switched to a domestic Ningde era battery for full replacement. If Nissan's choice of nynde era as a battery supplier is largely domestic, there is yet another car manufacturer that has made quite a splash.

According to foreign media reports, on May 2, German local time, Daimler Group procurement director said that Daimler Group has signed a contract with Ningde Times New Energy Technology Co., Ltd.(CATL), Ningde era entered Daimler's battery supply chain system. Not long ago, Daimler's chairman told the press that we would see Mercedes electric cars using Chinese batteries in the future, both in China and around the world. Get to the point. Mercedes-Benz electric cars will use Chinese batteries, both in China and around the world. Seeing this, I believe it is clear to everyone that the era of Ningde is not only at home, but also abroad is also a company with a good reputation.

Competition is good.

If it was in the past, the reason why Ningde was big and strong was because of policy. In June 2016, the Chinese government introduced a new energy subsidy policy, requiring new energy vehicles sold in China to receive appropriate corporate subsidies only if they use battery products from Chinese companies. But with the government planning to completely eliminate subsidies for new-energy vehicles by 2020, Chinese battery companies will have to go back to competing with Japanese and Japanese companies before 2015.

Under these conditions, the Koreans came back to kill again!

It has been reported recently that some Chinese car manufacturers are in talks with Japanese and Korean battery companies to re-adopt each other's battery products in new models after 2019, and Japanese and Korean battery manufacturers are increasing their investment in Chinese factories.

Regarding the expansion of the Chinese factory, SKInnovation official stated: "Rebuilding a battery factory will cost a lot of money, so SK plans to invest in diversified batches. This can be understood as the initial move to localize joint ventures in China. In addition, China, Japan and South Korea are also increasingly competitive in battery technology. SKInnovation will begin mass production of the NCM811 core in the second half of 2018. This new product will be more suitable for new energy vehicles and significantly increase the mileage. At the same time, several other battery companies in Japan and South Korea, LG Chemical plans to mass-produce NCMA712 cores in 2021, mass-produce NCMA batteries in 2022, and Samsung SDI is fully developing nickel-cobalt aluminum batteries.

With the change of policy, the development of the battery industry in the Ningde era may be hindered, but judging from the fact that major famous car manufacturers chose the Ningde era, it is still very powerful. As for the specific impact of this policy change, it will not be known until foreign companies officially appear at home.

The supply chain of new energy vehicles is a sunrise industry, especially batteries. Whether it is a Chinese company or a foreign company, the small achievements at this stage are actually not enough to hang their teeth, and they can only laugh at the end.

The page contains the contents of the machine translation.