Recently, it was reported that Panasonic will establish a joint venture with China Battery Factory to produce the same battery as the 18650 ternary lithium-ion battery used by Tesla. In fact, after the Sino-Korean Sade incident, Samsung and LG Chem have fallen out of favor in the new energy promotion catalogue, losing the price advantage after the bond with the subsidy, leaving a large market.
"This is also considered to be affected by the Sade incident. After the Korean battery was blocked in China, it will also play a role in promoting the battery industry and even the new energy automobile industry." Zhongshi, a senior commentator in the automotive industry, is about to be in China. Comment on the establishment of the factory. Under this role, what impact will China's battery procurement industry and new energy automobile industry bring?
Panasonic chooses a joint venture model in China
With the continuous increase in production, sales and possession, China has become the world's largest new energy vehicle market, which is followed by a large demand for power batteries. In addition to domestic battery companies to develop markets and layout product lines, it also attracted a large number of foreign brands, especially Japanese and Korean batteries. With the introduction of "Automobile Power Battery Industry Standard Conditions", there are indeed a lot of tests for Japanese and Korean batteries.
Therefore, in the industry's view, Panasonic's establishment in China to establish a joint venture with local companies may be more in line with China's national conditions. It is reported that the Chinese company that has established cooperation with Panasonic is Jetstar New Energy Technology (Suzhou) Co., Ltd., and the cooperation agreement for China's battery factory has also been signed. It is expected to be put into production in the second half of 2017. The annual capacity of the battery in 2017 is about 100 million.
It is also worth noting that the Suzhou Municipal Government has also invested in this factory cooperation and formed a close cooperative relationship with Panasonic.
"Panasonic's choice of joint ventures is also in line with industry regulations and development strategies. It not only prepares for subsidies and catalogues. At the same time, joint ventures can quickly open up production and products enter the market." Zhong Shi on Panasonic Comment on the joint venture model.
The rise of Japanese batteries is the decline of Korean batteries.
In fact, the acceleration of the development of Japanese companies in China is related to the crisis of the Korean battery audit since last year. Since the new energy subsidy policy was adopted last year, the Korean power battery business, including Samsung SDI and LG Chem, has been affected to varying degrees. On March 30th, the new energy vehicle battery factory established by SK Innovation and Chinese companies in South Korea announced that it had stopped production.
At the same time, LG Chem also reported that Nanjing's power battery factory has been shut down, the production line has been basically idle, and is planning to package the project to SAIC. Samsung SDI's production line in Xi'an, China has also been idle for several months, and the company recently decided to reconsider the expansion plan of China's Xi'an battery factory.
At present, the Korean battery has not yet had any eyebrows, and the market gap left has been seized by domestic batteries. At the same time, however, the vacant market has become a thorn in the eyes of many companies including Japanese batteries. The entry of the Panasonic joint venture project may also be understood as a desire to occupy more shares in the Chinese market.
"In the future, Panasonic still needs to compete with domestic batteries for price competition, but Panasonic may be used in mid- to high-end models." Zhong Shi believes that whether Panasonic can truly explore the Chinese market still needs to consider the price factor, because of the current competition in the Chinese market. In terms of local domestic battery companies will be the biggest competitors facing Japanese companies.
The introduction of Japanese batteries can impact local battery companies
As we all know, Panasonic battery is the exclusive supplier of Tesla power battery. To a certain extent, it can be said that Panasonic has made Tesla, so when Panasonic batteries enter China, will it bring more business impact to the local battery manufacturers in "protection"?
In fact, over the years, the new energy auto industry has been being discussed by local authorities for protection issues, but some industry people have different views. "The so-called 'local protection' is not only to develop local enterprises, but to refuse foreign-funded batteries to enter China. In fact, the industry is open. As long as it meets industry regulations, it will never be excluded. At present, although local batteries have already made great strides in China, they have not really Going out of the country, the comprehensive competitiveness is still weaker than Japanese batteries." Zhong Shi believes that Panasonic batteries will not cause side effects when entering China, but will promote the development of the battery industry.
Indeed, China's power batteries are mainly BYD, Ningde era, Guoxuan Hi-Tech, Waterma and other enterprises. Up to now, the Ministry of Industry and Information Technology has issued a total of four batches of "standard conditions" catalogue, a total of 57 power battery companies shortlisted, and Samsung Japanese and Korean battery giants such as SDI, LG Chem, SKI, and Panasonic have not yet entered the catalog, which has greatly affected the development of the power battery business of the above-mentioned enterprises in China.
If the joint venture battery company enters China and will exert its technological advantages, local production will also reduce costs and become more competitive. When competition intensifies, in order to be able to win in the competition, local batteries must upgrade their technology and increase market competitiveness, so that the battery industry will be promoted.
Therefore, there are other people in the industry who believe that the entry of Japanese battery companies will accelerate the competitiveness of the battery industry and improve the overall research and development capabilities of battery technology. This "squid effect" can stimulate ecological development.
According to the latest news, Jetstar New Energy and Panasonic have already negotiated business with car companies as partners, targeting the mainstream new energy auto companies. It is obvious that Panasonic’s actions are inevitable.
With the relevant regulations on batteries in the 2017 new energy vehicle subsidy policy (the quality energy density of pure electric passenger car power battery system is not less than 90Wh/kg, subsidy is 1.1 times higher than 120Wh/kg), China The battery industry is developing upwards. With the entry of Japanese batteries such as Panasonic, it will not only promote the development of the battery industry, but also promote the development of new energy vehicles in China.
Recently, it was reported that Panasonic will establish a joint venture with China Battery Factory to produce the same battery as the 18650 ternary lithium-ion battery used by Tesla. In fact, after the Sino-Korean Sade incident, Samsung and LG Chem have fallen out of favor in the new energy promotion catalogue, losing the price advantage after the bond with the subsidy, leaving a large market.
"This is also considered to be affected by the Sade incident. After the Korean battery was blocked in China, it will also play a role in promoting the battery industry and even the new energy automobile industry." Zhongshi, a senior commentator in the automotive industry, is about to be in China. Comment on the establishment of the factory. Under this role, what impact will China's battery procurement industry and new energy automobile industry bring?
Panasonic chooses a joint venture model in China
With the continuous increase in production, sales and possession, China has become the world's largest new energy vehicle market, which is followed by a large demand for power batteries. In addition to domestic battery companies to develop markets and layout product lines, it also attracted a large number of foreign brands, especially Japanese and Korean batteries. With the introduction of "Automobile Power Battery Industry Standard Conditions", there are indeed a lot of tests for Japanese and Korean batteries.
Therefore, in the industry's view, Panasonic's establishment in China to establish a joint venture with local companies may be more in line with China's national conditions. It is reported that the Chinese company that has established cooperation with Panasonic is Jetstar New Energy Technology (Suzhou) Co., Ltd., and the cooperation agreement for China's battery factory has also been signed. It is expected to be put into production in the second half of 2017. The annual capacity of the battery in 2017 is about 100 million.
It is also worth noting that the Suzhou Municipal Government has also invested in this factory cooperation and formed a close cooperative relationship with Panasonic.
"Panasonic's choice of joint ventures is also in line with industry regulations and development strategies. It not only prepares for subsidies and catalogues. At the same time, joint ventures can quickly open up production and products enter the market." Zhong Shi on Panasonic Comment on the joint venture model.
The rise of Japanese batteries is the decline of Korean batteries.
In fact, the acceleration of the development of Japanese companies in China is related to the crisis of the Korean battery audit since last year. Since the new energy subsidy policy was adopted last year, the Korean power battery business, including Samsung SDI and LG Chem, has been affected to varying degrees. On March 30th, the new energy vehicle battery factory established by SK Innovation and Chinese companies in South Korea announced that it had stopped production.
At the same time, LG Chem also reported that Nanjing's power battery factory has been shut down, the production line has been basically idle, and is planning to package the project to SAIC. Samsung SDI's production line in Xi'an, China has also been idle for several months, and the company recently decided to reconsider the expansion plan of China's Xi'an battery factory.
At present, the Korean battery has not yet had any eyebrows, and the market gap left has been seized by domestic batteries. At the same time, however, the vacant market has become a thorn in the eyes of many companies including Japanese batteries. The entry of the Panasonic joint venture project may also be understood as a desire to occupy more shares in the Chinese market.
"In the future, Panasonic still needs to compete with domestic batteries for price competition, but Panasonic may be used in mid- to high-end models." Zhong Shi believes that whether Panasonic can truly explore the Chinese market still needs to consider the price factor, because of the current competition in the Chinese market. In terms of local domestic battery companies will be the biggest competitors facing Japanese companies.
The introduction of Japanese batteries can impact local battery companies
As we all know, Panasonic battery is the exclusive supplier of Tesla power battery. To a certain extent, it can be said that Panasonic has made Tesla, so when Panasonic batteries enter China, will it bring more business impact to the local battery manufacturers in "protection"?
In fact, over the years, the new energy auto industry has been being discussed by local authorities for protection issues, but some industry people have different views. "The so-called 'local protection' is not only to develop local enterprises, but to refuse foreign-funded batteries to enter China. In fact, the industry is open. As long as it meets industry regulations, it will never be excluded. At present, although local batteries have already made great strides in China, they have not really Going out of the country, the comprehensive competitiveness is still weaker than Japanese batteries." Zhong Shi believes that Panasonic batteries will not cause side effects when entering China, but will promote the development of the battery industry.
Indeed, China's power batteries are mainly BYD, Ningde era, Guoxuan Hi-Tech, Waterma and other enterprises. Up to now, the Ministry of Industry and Information Technology has issued a total of four batches of "standard conditions" catalogue, a total of 57 power battery companies shortlisted, and Samsung Japanese and Korean battery giants such as SDI, LG Chem, SKI, and Panasonic have not yet entered the catalog, which has greatly affected the development of the power battery business of the above-mentioned enterprises in China.
If the joint venture battery company enters China and will exert its technological advantages, local production will also reduce costs and become more competitive. When competition intensifies, in order to be able to win in the competition, local batteries must upgrade their technology and increase market competitiveness, so that the battery industry will be promoted.
Therefore, there are other people in the industry who believe that the entry of Japanese battery companies will accelerate the competitiveness of the battery industry and improve the overall research and development capabilities of battery technology. This "squid effect" can stimulate ecological development.
According to the latest news, Jetstar New Energy and Panasonic have already negotiated business with car companies as partners, targeting the mainstream new energy auto companies. It is obvious that Panasonic’s actions are inevitable.
With the relevant regulations on batteries in the 2017 new energy vehicle subsidy policy (the quality energy density of pure electric passenger car power battery system is not less than 90Wh/kg, subsidy is 1.1 times higher than 120Wh/kg), China The battery industry is developing upwards. With the entry of Japanese batteries such as Panasonic, it will not only promote the development of the battery industry, but also promote the development of new energy vehicles in China.
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