How to deal with this dilemma?

The reason for the incident was the third batch of the enterprise catalogue of "Automobile Power Battery Industry Standard Conditions" issued by the Ministry of Industry and Information Technology on April 29, and a total of 25 battery companies were shortlisted. Among them, there are no companies such as LG and Samsung in Korea. At present, many domestic electric vehicle manufacturers use Korean LG batteries.

According to the regulations, starting from May 1 this year, new energy vehicles that have not adopted the battery of the company will not be subsidized. This means that a large number of domestic electric vehicle manufacturers will face the problem of changing batteries.

“Even if we are willing to spend energy and cost to switch power supplies, there are 25 companies that have entered the catalog, and we don’t necessarily have the will or ability to cooperate with us,” said the person in charge of a certain manufacturer.

What's more, among the 25 companies that have already passed the catalog, there are few companies that have plug-in type of hybrid products. Compared to pure electric, plug-in strong mixing requires higher batteries.

Why did you choose LG?

Although China's electric vehicle sales are the world's number one, the key technologies of batteries are far less than Japanese and Korean companies. "At present, the best level of domestic batteries is also behind LG and Samsung one or two generations." Industry experts said. Even BYD's battery technology can't satisfy domestic car manufacturers. What's more, BYD batteries are basically only used by the company.

Industry experts said that until today, whether it is American-made A123, or LG and Samsung batteries, it is recognized in the industry as high energy density and good consistency. The latter two also have relative cost advantages due to economies of scale. It is very beneficial for brands to build high-performance, low-cost new energy vehicle products.

At present, in addition to GM, Volkswagen and other international companies, including LeTV and Weilai, those emerging car companies that are subverting traditional car companies also use LG batteries.

It feels like a deja vu. That's right, just like a fuel car, it has developed for so many years, and the domestic engine R&D production capacity has not even reached the standard of “weaning”.

SAIC electric car is very hurt

SAIC is one of the first car companies to enter the field of new energy vehicles in China. In 2009, SAIC's new energy vehicles began to enter the industrialization stage.

SAIC's first pure electric vehicle e50 began mass production in 2012, and it started to be established in 2009. At the time, there were not many domestic battery companies available for SAIC.

SAIC also considered BYD's battery at that time. The senior leaders of SAIC Group also visited BYD, but after comprehensive evaluation, they finally identified the US A123 as a supplier of new energy vehicle batteries, and subsequently selected new projects. South Korea's LG. "A123 in the United States and LG in South Korea are the strongest in their respective technical fields." An expert on Internet-based car manufacturers also told reporters. In fact, LG is also the battery that is used by international auto companies. For example, GM's Volanda volt uses LG's battery.

The latest new energy car of the same car, and the eRX5, the differential version of the first Internet car Roewe RX5, will be listed in November according to the original plan, and if the national and local subsidies are no longer available due to the battery, The whole vehicle will be uncompetitive, and the investment of several hundred million yuan of SAIC may be ruined.

If the market is re-marketed after switching batteries, has it delayed the sales opportunity? The key is that if the switched battery does not have the good performance of LG, will it affect the performance of the car and affect its product competitiveness?

Electric vehicle battery is monopolized by Japan and South Korea

Electric vehicles will be one of the trends in the future of automotive development, and currently the world's mainstream car manufacturers have launched the corresponding products. In 2015, the global sales of electric vehicles was only 549,000 units. Compared with traditional cars, electric vehicles still have a lot of room for growth.

The battery is the most important part of the electric vehicle. Whoever masters the battery technology can take the initiative in the electric vehicle industry chain.

Although large and small manufacturers on the market have their own electric car products, their batteries are likely to be supplied by one. The supply of electric vehicle batteries in North America is basically monopolized by Japan and South Korea, and Japanese manufacturers have taken the initiative. Panasonic has a 56% market share in the North American electric vehicle battery market. Panasonic and Japan's AESC account for 72% of the battery supply in the North American electric vehicle market, followed by Korean manufacturers.

In 2015, Panasonic's battery sales in the US market was 1,837 megawatts. In addition to Tesla's largest customer, Panasonic also supplied batteries for Volkswagen, Ford, Mercedes-Benz and Audi's electric vehicles. AESC is a joint venture between Nissan and NEC, and is a battery supplier for Japanese automakers such as Nissan. Samsung SDI is a supplier to BMW, Porsche, Fiat, and LG Chem is primarily a supplier of Hyundai Kia, Ford, Chevrolet, Volvo.

In 2015, China's electric vehicle sales were 207,382 units, accounting for 37.7% of the global total. The BYD family sold 61,726 units, more than Tesla, and is the world's largest manufacturer of electric vehicles. But BYD's battery is only available for its own models.

To a certain extent, it has restricted the global promotion of BYD battery technology.

Thanks to the national policy on electric vehicles in 2015, the sales of new energy vehicles in China have grown rapidly in just one year. However, it is undeniable that Chinese electric vehicles are not the protagonists in the global market. BYD The battery technology is also used only in its own models. Regardless of whether it is for Chinese automakers or battery suppliers, the road ahead will still have a long way to go.

Excessive protection is damage

The Ministry of Industry and Information Technology released the "Catalogue Conditions for Automotive Power Battery Industry", which was intended to protect and develop domestic battery manufacturers through administrative means. But the question is, does this protection outweigh the disadvantages or do more harm than good?

If we blindly protect backward technology and production capacity, it will inevitably stifle advanced technology and the phenomenon of bad money driving out good money. As we all know, the benchmark enterprise of electric vehicles, Tesla of the United States, their electric vehicles are all Nissan's batteries. If the United States also adopts protective measures like ours, will there be Tesla today?

Excessive protection is hurt, and parents know this when they are raising children, as is the automotive industry.

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