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The helplessness of automobile manufacturers

Batteries are the "heart" of new energy vehicles, and which battery to use was once considered a standard for testing the reliability of car manufacturers. The Singularity Automobile, which has just received a $600 million investment from the Tongling Municipal Government, uses 18650 ternary lithium batteries. Whenever someone asks which company is the battery used by Shen Haiyin, CEO of Zhiche Youxing (a subsidiary of Singularity)? He always quickly answers' Samsung and Bike '. Shen Haiyin's confidence reflects his love for Samsung batteries. But when asked by a reporter from Time Weekly about his views on the "2017 Norms and Conditions," he remained silent for a moment and said, "If the policy is like this, we will replace the suppliers on the catalog

This idea is not frivolous and ungrateful. At present, high-speed electric vehicles mostly use lithium batteries, but the cost of these batteries is high. Without subsidy support, the cost can only be recovered by increasing pricing. This is also why there are many new energy vehicle companies that have laid out supercars. But for car companies with mid range SUV layouts such as Singularity, government subsidies and support are still quite important until they mature, making it necessary to use batteries that have entered the company's catalog.

Shen Haiyin told Time Weekly that there is currently no new car manufacturing company in China that does not require a supplier of batteries. After the implementation of the policy, only two battery companies are available for selection. If we insist on using ternary lithium-ion batteries, we will have fewer options. After all, BYD is still important in supplying lithium iron phosphate batteries, but most car companies still hope to lean towards ternary lithium-ion batteries.

Ternary lithium-ion batteries have a high energy density, which means that electric vehicles have a longer range. Yang Qi, Marketing Director of CATL New Energy Technology Co., Ltd., stated that the future of ternary materials is brighter in terms of usage, but due to the scarcity of cobalt as its raw material, production will be very limited. In contrast, lithium iron phosphate has abundant raw material reserves, making it easier to support large-scale production. In the new regulations, there is no division of production standards for the two materials, and manufacturers of ternary lithium-ion batteries may not be able to meet the standards due to the scarcity of raw materials.

Shen Haiyin said, "Previously, the domestic brand automotive industry did not receive much technological improvement under policy protection. I hope the battery industry will not repeat the same mistakes

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