In the face of foreign new energy manufacturers to speed up innovation and reduce costs in order to be more competitive

SMM12, December 10: December 6, the Ministry of Industry and Information Technology issued the 326th batch of "Road Motor vehicle Manufacturing Enterprises and products Bulletin" on the official website, at the same time, this announcement issued the "New Energy vehicle Promotion and Application recommended Model Catalog (2019 batch 11)", including a total of 146 models from 61 enterprises. Among them, there are 102 models of pure electric products from 57 enterprises and 44 models from 16 enterprises with plug-in hybrid power products.

In the announcement, Tesla (Shanghai) Co., Ltd. Tesla brand TSL7000BEVAR0 pure electric car was selected in the 11th batch of "recommended vehicle catalogue for the promotion and application of new energy vehicles" in 2019. In addition to Tesla, foreign brands Mercedes-Benz and Toyota have also entered the recommended catalogue. These foreign electric vehicles or electric vehicle manufacturers with foreign batteries have entered China one after another, which is another step in the opening up of China's power battery market to foreign capital this year, and the acceleration of the opening up of the domestic automobile industry to the outside world.

After years of development of China's automobile industry, coupled with the current downturn in the automobile market, and the relative maturity of domestic new energy vehicle technology, China's new energy vehicle market should be entered by outsiders, stirring up China's new energy vehicle market.

As subsidies for new energy vehicles continue to decline, sales of new energy vehicles fell for the first time in July, while sales of new energy vehicles have fallen for several months in a row due to the impact of the general environment.

Although the sales of new energy vehicles are not optimistic, foreign enterprises in supporting materials of new energy vehicles still come to China to build factories or expand. Recently, there has been news that a number of foreign battery manufacturers have set up factories in China.

On November 24, Huayu Posco successfully tested the precursor production workshop with an annual output of 30,000 tons of power lithium ternary precursor material project (phase I).

According to foreign media reports, South Korea's SK Innovation (SKI) said a few days ago that a new lithium-ion battery factory for pure electric vehicles in Changzhou, Jiangsu Province, had been built. The investment in the plant is 820 billion won (4.9 billion yuan).

South Korean battery maker SK Innovation (SK Innovation,SKI) plans to invest $1.05 billion (7.382 billion yuan) to build an electric car (EV) battery factory in Yancheng, Jiangsu Province, China, which will become SK Innovation's second electric car battery manufacturer in China, according to reports.

And there have been rumours that Tesla will build its own matching power battery plant next to its factory in Shanghai.

The newly built battery factories and related material factories have also put pressure on domestic enterprises in the face of foreign investment, and in the face of competition, speeding up technological innovation to reduce costs is the way for enterprises to survive.

With the improvement of technology and scale in recent years, the cost of domestic power battery is also decreasing year by year. According to the products of Ningde era, the price of power battery system decreased from 2.27 yuan / Wh,2018 to 1.16 yuan / Wh, in 2015.

Some enterprises also increase research investment in power battery modeless (CTP) and solid-state battery. Take the Ningde era as an example. At the International Auto Show in Frankfurt, Germany, this year, Ningde Times launched a new CTP highly integrated power battery development platform (Cell To Pack), that is, the cell is directly integrated into the battery package. Ningde Times said that due to the omission of battery module assembly, compared with the traditional battery pack, the volume utilization rate of CTP battery pack is increased by 15%-20%, the number of battery pack components is reduced by 40%, the production efficiency is increased by 50%, and the energy density of battery pack is increased by 10%-15%, which will greatly reduce the manufacturing cost of power battery. It is expected that more new technologies will be applied to the CTP battery package in the later stage to ensure the safety of the product. In addition to the Ningde era, Honeycomb Energy, a subsidiary of the Great Wall, has also joined the team of CTP technology research and development. More and more Chinese enterprises improve the efficiency and safety of batteries to improve product quality and reduce costs.

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