Beware of the lithium-ion battery patent trap.

Rooted in the power battery as the core of the industrial chain, have to in the policy of ups and downs, it is important for the industry; In the capital of the blustery, forecasting trend; In expert generous debate, concise own point of view.

And the development of the industry is still in the, in the face of overwhelming media reports, the author also has some own opinions, only in the form of a review to share with you to do a, replace the topic.

The original: The ternary battery in the international market to speed up the positive domestic enterprises to speed up the patent layout

Found, including Peking University first, and when the rise of science and technology, Tianjin, Hunan Shanshan anode materials such as companies are overweight layout patent intellectual property rights. But is important to note that the vast majority of ternary cathode material domestic enterprises not to buy patent according to formal channels, mostly with fluky psychology.

Comment on:

The development of the enterprises at home and abroad is very different. Foreign evaluation of a project, will research dating back to the origin of each material (including non-core material), if a metal mining and the use of child labor, raw materials, I'm sorry, this project will not be approved. At home, often is this project can make money? Can, then dry.

And on patents, to be honest, the domestic is not perfect intellectual property protection system, therefore, buy patent just means high costs, not conducive to competition in the market. In addition, the domestic lithium electricity is also did not appear together "patent" accident, this indirect breeding on the patent disregard the lithium electricity enterprise.

But I want to stress is that this kind of indifference really ridiculous. For patent infringement has a routine, even have nourished to kill again. If the infringement of an enterprise is still at large, don't really exist fluky psychology, is not seek is just too small, the cause of oil and water is not enough.

Original text: nearly 20 2017 overseas lithium layouts vision or copycat hastily?

According to incomplete statistics, in 2017 the domestic various forces in the overseas layout lithium resources project nearly 20, layout mainly include direct acquisition of lithium corporate equity and off-take agreement in two ways. Among them, the direct acquisition of lithium enterprises overseas equity is the layout of the main path.

Comment on:

In fact, buy mine no vision or copycat aggressive on this matter.

Buy mine is similar to the domestic to buy a house, to a certain extent as long as the Chinese will also buy a house as realize self-worth logo, the prices will never fall. In the same way, as long as lithium battery or power battery main technical direction, the value of the lithium in the very long period of time only go up.

There is no denying the fact that many companies buy ore is based on the actual demand, or to the industrial chain stability. But then again, even if its not need lithium, even if the loss of main business was forced to change careers, even give up the whole industry chain, and then sell ore, is still a not buy and sell at a loss.

In other words, to buy ore is almost a matter of a one-way ticket. Of course for cash flow so tense lithium electricity industry, this kind of "a one-way ticket" is the best choice is hard to say.

Original: wei to degrees/wei ma/clouds emerging car companies such as how to layout the new battery technology?

As the most popular emerging forces of building cars and close to the industrialization of the new battery technology, Wei to active layout solid-state batteries, it is easy to form "emerging car companies should choose the new battery technology" point of view. But, in fact, not all emerging forces of building cars like Wei spend a lot of energy to bet on the next generation of battery technology.

Comment on:

Don't say is the emerging forces of building cars, and even established a line of domestic automakers, and several new battery technology in?

Aside to lithium electricity fledgling domestic background, only from the perspective of auto enterprises, China's car market over the past few years the growth rate of far beyond imagination, grab market alone has made domestic automakers to meet, as for the layout of the vision li-ion battery technology, even didn't even think about.

Lithium electricity from scratch after all, is a very big investment, and often return cycle unit for ten years. And continue to dig the traditional car is big different, a modified model can bring a lot of revenue in the short term, but this is too easy to harvest.

In other words, the expansion of the Chinese market, "happy-chappy" limits the traditional domestic automakers to develop the future automobile market. Unfortunately, focus on emerging forces of building cars in the future, does not yet have the profoundness of forward-looking layout, it formed the vast difference between the domestic and foreign automakers to new technology.

The page contains the contents of the machine translation.