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Comparing the layout of domestic and overseas companies, it can be found that the cooperative car companies of domestic battery companies are mostly domestic brands, with market planning concentrated in China and relatively closed overall. International mainstream automotive companies' battery suppliers have not chosen domestic batteries. Wang Zidong believes that currently, power lithium batteries are only sold at home and still need to go global.
On the path of industrial development, Japanese companies have taken a slower step and have gradually been surpassed by South Korea. The industry concentration of South Korea's lithium-ion battery industry is very high, with less vicious competition. The resource advantage can be maximized, coupled with the long-term support of the South Korean government and the rolling accumulation of technology by the company, it will occupy a clear advantage in the global power lithium battery field. The market for power lithium-ion batteries in China is the widest, which is the biggest advantage of lithium-ion battery companies in China.
Wang Zidong stated that currently, the concentration of China's lithium battery industry is not high, the entry threshold for companies is low, local protectionism is prevalent, and there are a large number of small and medium-sized lithium-ion battery companies without core competitiveness, resulting in uneven quality and severe vicious competition in the industry; The company's lack of foresight, weak technical strength, poor product quality, and low social responsibility have to some extent hindered the healthy development of China's lithium battery industry. Wang Zidong believes that if such a situation continues, it will be difficult for China to become a strong country in power lithium batteries.
Problems encountered in the industrialization development of power lithium batteries in China
1. The risk of overcapacity is increasing. Due to strong support from national policies, various domestic investment entities are competing to enter the field of new energy vehicle manufacturing, promoting the rapid development of the new energy vehicle industry. However, accompanied by the rapid development of the new energy vehicle industry, the risk of overcapacity is constantly accumulating.
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