-(5)The

(5)The "Cost Reduction Crisis" Attacks at the Leading Power Lithium Battery Leader in China
author:enerbyte source:本站 click199 Release date: 2023-10-11 08:53:52
abstract:
Wang Jingzhong stated that the energy density of high nickel batteries is higher, which is more in line with the requirements of the Ministry of Industry and Information Technology of the People's Republic of China for batteries. However, safety issues are also prominent. While the company...

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Wang Jingzhong stated that the energy density of high nickel batteries is higher, which is more in line with the requirements of the Ministry of Industry and Information Technology of the People's Republic of China for batteries. However, safety issues are also prominent. While the company is focusing on high nickel battery energy density, the next step is to focus on safety.

Moko mentioned that the development direction of ternary lithium batteries is definitely to use as little or even no cobalt as possible, which is the fundamental method to reduce costs. China has also been developing towards high nickel content, and the consumption of NCM811 power lithium batteries may be large

In addition, regarding the development of cobalt free batteries, Moko mentioned that the ultra-high nickel content batteries collaborated between Panasonic and TSLA have not yet been widely used. Panasonic needs to consider safety. The high nickel system TSLA is more technologically advanced in the field of battery exploration, which to some extent helps Panasonic ensure battery safety. Therefore, Panasonic dares to use it for TSLA, while other car companies have not yet reached this level of technology

Japan and South Korea Battery Investment Competition

Under the guidance of policies, domestic car companies and many lower tier suppliers have also intensified their layout in the hydrogen fuel powered lithium battery industry.

Previously, the National Development and Reform Commission and the Ministry of Commerce jointly announced the implementation of the "Catalogue for the Guidance of Foreign Investment Industries (Revised in 2017)", which is expected to be completed in March 2019 and mentions encouraging foreign investment in power lithium batteries. The competition in the power lithium battery market will undoubtedly upgrade again. China's open automotive industry is attracting multinational companies such as TSLA, Panasonic, Samsung, LG, etc. to increase investment and expand production in the new energy vehicles and battery industry chain in China.

Recently, Samsung SDI announced that it may launch a fifth generation product with an energy density of 300Wh/kg in China for the battery layout of micro passenger cars. It is reported that TSLA may continue to maintain a cooperative relationship with Panasonic in battery production after establishing a factory in China. In April this year, Huayou Cobalt Industry (603799. SH) announced its intention to jointly invest 4 billion yuan with LG Chemical to establish two joint ventures to produce high nickel battery materials.

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