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The development of new energy vehicles is a long-distance race, and foreign battery companies are better at long-distance races. Wen Zheze, Deputy General Manager and Chief Scientist of Beijing Guoneng Battery Technology Co., Ltd., said in an interview with reporters that we welcome the completely open market competition environment after the subsidy withdrawal, and we are confident in winning the favor of the market.
Foreign investment increases, opportunities and challenges coexist
Recently, media reports have reported that South Korean battery manufacturers are increasing their investment in China due to Chinese automakers disclosing that electric vehicle subsidies will end at the end of next year. The news also stated that some Chinese car manufacturers are in talks with Korean battery manufacturers to adopt their products. For domestic lithium-ion battery companies, in 2018, they will not only face the dual pressure of upstream raw material prices rising and downstream vehicle companies suppressing prices, but also face a more intense competitive environment after the market is fully opened.
The reporter saw a comment saying that most battery companies in China have a problem, which is that they invest crazily in production line equipment and output, but do not develop and produce products well. However, this is indeed a misunderstanding. Based on the current situation of Chinese and foreign battery companies, the energy density and other monomer indicators of domestic batteries generally exceed those of Korean batteries. However, from the perspective of battery consistency, the consistency of domestic batteries is lower than that of foreign batteries. Where did you lose? It was precisely lost in the production process and production line equipment.
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