According to foreign media reports, in view of the Chinese government's relaxation of restrictions and foreign manufacturers taking advantage of the wave of new energy vehicles, Japan's Panasonic and South Korea's LG Chem have successively announced that they will increase their electric vehicle battery production capacity in China.
Panasonic will invest millions of dollars in China toButton lithium batteryProduction capacity has increased by 80%, and the two production lines of its only battery factory in China will be put into operation as soon as next summer. LG Chem plans to complete the construction of a new factory in Nanjing by 2020.
Panasonic's current button battery output is close to 5 gigawatt hours. In addition to its two factories in Dalian, the company has found land for the construction of two or more factories. In order to meet the growing needs of orders, Panasonic has also It is considered that more production capacity will be added in the future. This capacity increase will increase the production of prismatic batteries, which can be used in pure electric vehicles, gasoline-electric hybrid vehicles and plug-in hybrid vehicles. Prismatic batteries and Panasonic are supplying Tesla with The exclusive supply of cylindrical batteries is different.
After the construction of LG Chem's Nanjing factory is completed, the annual output is expected to meet the demand for approximately 500,000 electric vehicles. LG Chem also plans to form a joint venture with Zhejiang Huayou Cobalt Co., Ltd. to produce cathode materials, a key component of batteries. 3-Star SDI, also from South Korea, is also considering establishing an automotive battery factory in Wuxi, Jiangsu.
Chinese automobile manufacturers are also trying to meet the challenges posed by Japanese and Korean companies. CATL plans to quadruple its production capacity to 50 gigawatt hours by 2020 compared to 2017 levels. BYD said it will invest 30 billion to increase production capacity to 60 gigawatt hours.
Global battery component manufacturers have also joined the market competition. Shenzhen Xingyuan Material Technology Co., Ltd. announced an investment of 5 billion yuan to increase the production of separators, and the new factory in Changzhou has also begun production. Once completed in 2020 , compared with the current factory covering an area of ​​200 million square meters, the production capacity of the new factory will be increased four times. Japan's Asahi Kasei Co., Ltd. and Toray Industries, the market leaders of separators, also plan to increase production capacity.
China's sales of electric vehicles and other new energy vehicles increased by 91% year-on-year in the first ten months of this year, with 726,000 units sold. A survey by Japan's Mizuho Bank shows that China's new energy vehicle sales account for only 3% of new car sales, but in 2030 This proportion should exceed 30% before the year.
As new energy policies are relaxed, willingness to take certain risks and invest in production facilities while continuing to invest in research and development and increase the output of new generation batteries may become an important factor in determining the success or failure of industry players.
The Chinese government’s decision to abandon stricter requirements for plug-in hybrid plants has also benefited Japanese car companies such as Toyota and battery manufacturers such as Panasonic. Panasonic can also use this to reduce its dependence on Tesla The goal. Very few foreign car companies in the Chinese market are currently producing plug-in hybrid vehicles, because compared with ordinary hybrid vehicles, plug-in hybrid vehicles require larger capacity and more compact batteries.
(The above information comes from the Internet, Baidu search3v button battery,3V lithium battery, high-capacity lithium batteries, etc. can learn about the battery products produced by Dongguan Dongzan Lithium Energy Technology Co., Ltd.)