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According to German media, batteries are seen as the heart of electric vehicles. Battery quality not only determines the distance traveled by electric vehicles, but also determines the length of charging time. The value of batteries in an electric vehicle is as high as 40%. It is not surprising, therefore, that enterprises are very much in the desire to occupy this lucrative market.
The foreign media reporter reported on February 7, 2017 in Beijing time, that China wants to play a leading role in this fast-growing market, and that it is faster than many people think. China's lithium-ion battery maker hopes to pass a low price this year. Create advantages for yourself. A research institute announced on the occasion of the end of the year that the battery packs produced in China in 2017 will be reduced by 35% to 40%.
The market responded quickly to this news: the stocks of Japanese and South Korean battery makers fell, even though this was not good news for Tesla, the vanguard of the electric vehicle industry. After all, Tesla is co-financing with Japan’s Matsushita. Billions of dollars built the world's largest battery factory in the desert of Nevada, USA. Esron Musk, the founder of Tesla, has always claimed that the mass production will bring price advantage. Does he need to worry about his own competitive advantage now? Is China also planning to occupy the dominance of the battery industry after the solar energy industry through its price advantage?
Henning Viecht, a battery specialist at U.S. Information Services, believes that Chinese people may not be as easy as the solar industry. He said: "The batteries produced in Japan and South Korea can store more electric energy under the same volume." And unlike solar modules, it is not only price but mainly quality that is important for electric car batteries. Vichy explained: “In other words, cheap batteries produced in China may not be able to find buyers.†Especially in terms of safety performance, China’s manufacturers are obviously lagging behind, so old battery makers have not yet panicked. . However, it is clear that China’s price war has driven the market. Vichy said: "All battery manufacturers must respond to this, and accordingly reduce their own prices."
The report said that so far, Western auto makers have purchased batteries from Japan’s Matsushita Corporation and South Korea’s LG Chemical Co., Ltd., and the purchase contract is long-term. Despite this, underestimating Chinese competitors is still a careless move. The Chinese government has announced that electric vehicles are a strategic market.
In addition, the "Made in China 2025" strategy stipulates that at least 70% of electric vehicles and hybrid vehicles sold in China by 2020 will be manufactured by Chinese manufacturers. After 5 years, this proportion should be increased to at least 80%. At the same time, the Ministry of Industry and Information Technology has announced that The new standardization requirements that may push batteries produced by Korean manufacturers out of the Chinese market.
Industry analyst Vicht is convinced: "If there is excess capacity in the PV industry, a similar price war will also occur." China has successfully squeezed Western solar module makers through discounted prices within a few years. market. However, Wolfgang Bernhardt of Roland Berger International Management Consulting Co., Ltd. believes that China will not repeat this strategy in the battery industry. "In China's view, it is meaningless to promote dumping." After all, the Chinese government has formulated The strategy to strengthen the domestic auto industry. Bernhard said, "China is therefore less interested in getting Western car manufacturers to get cheap batteries in China," but he also generally believes that battery prices will drop significantly by 2020.