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Japanese and Korean power battery companies are once again paying attention to China’s major. Compared with the past two years ago, this time it has changed more low-key, and the Chinese rivals they have to face are no longer the same.
This Tuesday (July 17), LG Chemical Battery Project signed a contract to settle in the Nanjing Jiangning Binjiang Development Zone. The project has a total investment of US$2 billion and is planned to start construction in October this year, and will start to achieve full production in October 2019, and will be fully production in 2023. After the project is produced, the annual output of the power battery is 32GWh.
A new project target is that at this time in previous years, due to policy reasons, LG Nanjing Power Battery Project has been slow to develop. In the end, it chose all production equipment and manufacturing technology knowledge rights to sell it to Escort manila. daddyHengfa New Power under Jixiang.
After experiencing the previous “sliding” in China, LG’s choice this time is more cautious and lower than the previous time.
Gaogong Steel Electric has learned that before the project signing, LG Chemistry had obtained a book written by the agency. In May, it signed a discussion with the China Automobile Industry Association and the China Automobile Power Battery Research Institute in Beijing, announcing that it would promote the development of power battery technology, cooperate with the discussion of the new generation of power battery technology, and greatly promote the industrialization of research and development results.
After that, among the whitelist of automobile power batteries and hydrogen fuel electric batteries announced by the Power Battery Innovation Alliance, which has the vision of the power battery, is listed on the list of the whitelists of the battery industry (first batch), Samsung Real Estate (Xi’an) Power Battery Co., Ltd. (hereinafter referred to as “Samsung Real Estate”), Nanjing Lejin Chemical New Power Battery Co., Ltd. (hereinafter referred to as “Nanjing Lejin”), Beijing Electric Control Aisit Technology Co., Ltd. (hereinafter referred to as “Beijing Electric Control”), etc. are on the list. href=”https://philippines-sugar.net/”>Sugar baby is famous.
The policy’s loosening has rekindled hope for these Korean power battery companies in recent days. In addition to LG, SK, Samsung and others who have encountered reopening beforeAll battery companies are planning to make a comeback.
SK announced that it would invest 86.4 billion Korean dollars (518 million RMB) and restart its China-funded enterprise plan, while the electronic control Aisi is also preparing to restart its long-stop production line.
In the 310 batch of notices issued this week, Samsung Real Estate has equipped the 310-batch notice and announcement directory to the CV Auto Group with a pure electric vehicle and a pure electric car bottom plate. Samsung Real Estate has newly supplied three-yuan electric cores, and is responsible for the total power of 10 Energy Electronics.
In the face of the “return” of Japanese and Korean companies, China’s power battery companies have obvious greater confidence compared with the previous two years.
The two-year window period gave China’s power battery industry a rapid growth space. From the perspective of leading enterprises, the IPO of the Ninde era has completed its IPO. In China, Pinay escort won the remaining waters of supporting the passenger and passenger car sectors, and with SAIC and DongSugar daddyFengfeng and Guangzhou Automobile established a joint venture company. Among them, during the Ningde era, it had head-on exchanges with Korean companies; and in the international market, Ningde era realized the supporting facilities with a large number of international car companies such as Baoma, Daimler, Jaguar Land Rover, and Japan, and also pulled out the production base to Europe, the “back garden” of Korean power battery companies.
Another leading company, Biadi, is undergoing a comprehensive change. Just last month, it announced that it will cooperate with Changan Automobile to set up a power battery joint venture. In addition to Escort manila, Biadi’s parts and components have been opened to various domestic car companies such as BAIC, Changcheng, and Dongfeng.
After the two companies, the heads of many power batteries including Lishen, Funeng, Bick, and Yixuneng have been flying and surging in the past two years. Lishen is obviously not very opposite to Dongfeng and Funeng Yin. We have established in-depth strategies with BAIC and others.
This means that the body is still shaking. The top ten power battery companies have gradually completed strategic defence and supply supporting facilities with major domestic mainstream car companies, and have begun to “go overseas to fight for the key points”, which willStanding on the stadium with Korean opponents these days. Sugar daddy, for Japanese and Korean power battery companies that are expected to be anti-reported, the opportunity window has been reduced to mid-term. What is left for them will be difficult to gnaw.
In the Sino-Japanese and Korean industry war, the most severely injured are domestic small and medium-sized power battery companies. GGII’s judgment is that the competition for power batteries is becoming more and more intense. In this case, under the conflict between Japanese and Korean companies and several domestic leading companies, the storage space of small and medium-sized power companies will be doubled.
A car public article analyzes that most small and medium-sized enterprises with small production scale, weak technical preparation and R&D capabilities, high capital and low competition will be cleaned, and 25% to 30% of the market space will be occupied by the Japanese and Korean system.
Look at this week’s big news~
310 notice announced the analysis of supporting power batteries
The 2018 power battery market competition has entered the second half, and the battery facilities surrounding new power cars have also undergone new changes.
On July 17, the Ministry of Industry and Information Technology announced the 310th batch of new products of the “Notice of the Notice of the Pathway Motor Vehicle Manufacturing Enterprises and Products”, with a total of 428 new power car products.
Among these, there are 163 new dynamic passenger cars, accounting for 38.08%; there are 48 new dynamic passenger cars, accounting for 11.21%; there are 217 new dynamic special cars, accounting for 50.7%.
High-tech steel electric sorting discovered that among the 428 new power models, there are 253 models with phosphate steel batteries, 115 models of ternary batteries, 34 models of venous acid steel batteries, 13 models of venous acid steel batteries (not specified type), 7 models of venous acid steel batteries, 4 models of multi-functional recombinant steel batteries, 6 models of venous fuel batteries, and 2 models of rich steel base batteries.
Compared with the previous few batches of notices, the battery supporting situation of 310 batches of notices is important and there are the following highlights:
1. The application of external battery brand has been added. In this batch of notices, Samsung Real Estate has equipped a pure electric vehicle and a pure electric car chassis to the Infinite Responsible Company of the Guangxi Automobile Group. Samsung Real Estate is newly supplied with a ternary electric core, and is responsible for the total power of the electric power of the Xinxi Automobile Group.
2. Add a new customer to the Lishen 21700 battery. In this notice, Lishen BatteryIt is equipped with a pure electric cooling vehicle and a pure electric mail car to BAIC (Changzhou) Automobile Co., Ltd. and Guangdong Shengbao Automobile Industrial Co., Ltd., respectively, and is equipped with a 21700-4.0Ah ternary battery produced by Suzhou Lishen. Previously, 21,700 batteries have been equipped with new power cars from three vehicles.
3. The first time the rich steel base battery is supplied to the supporting facilities. This batch of notices revealed that the first time the Fuji-based battery technology route appeared, which was supplied by Zhejiang Aoei Power Systems Co., Ltd. (hereinafter referred to as Aoei Power) to provide supporting facilities. This means that the Fuji-based battery has moved from mass production to mass supply, opening a new chapter in the application of Fuji-based battery in the new power automobile field.
The industrialization of the negative steel replenishment equipment is quietly underway
“The negative steel replenishment technology of a famous domestic power battery company has matured and applied, with this With the market volume of line batteries, other battery companies will double their attention and follow-up, and expect that the end of this year may be the main period for the extreme replenishment equipment and replenishment machinery to become industrialized.” An insider revealed to high-tech steel appliances.
What is the most mature way to discuss today is to replenish the steel sterilization method by spraying metallic powder directly on the steel sterilization sheet by the steel sterilization equipment. The replenishment negative capacity is removed during the initial charging process, so as to achieve the goal of first-time warehouse effectiveness (energized energy density) and im TC:
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