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Power battery position transfer, China, Japan and South Korea battery manufacturers staged European

2018/9/15 13:56:54
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动力电池阵地转移 中日韩电池厂商上演欧洲攻略

After the first overseas factory in Ningde era settled in Thuringia, Germany, Chinese electric car giant BYD also considered producing power batteries in Europe. It is reported that Chinese battery manufacturer Tianjin Lishen also plans to open a sales office in Germany, which will become the company's first sales office in Europe, and contact with Volkswagen and Daimler. Coincidentally, South Korea's SK Innovation, Japan's GS Yuasa and other power battery companies have sought to set up factories in Europe, they will join the ranks of Asian competitors LG Chem, Samsung SDI, set off a "green revolution" in Europe, but this also allows the EU The committee is worried that the local power battery industry is too dependent on these Asian companies.

Asian manufacturers have entered the European market

A few days ago, the Polish government said that the largest electric vehicle battery factory in Europe opened by LG Chemical in South Korea is about to be completed. The plant will employ 2,500 people and will supply lithium batteries to 100,000 electric vehicles each year. At the same time, the battery plant built by Samsung SDI in Hungary was officially put into production recently. In addition, SK Innovation announced at the end of last year that it will build the first offshore electric vehicle battery plant in Hungary. The plant will be mass-produced by 2020 with a capacity of 7GWh.

Not only are South Korea’s three major power battery giants investing and building factories in Europe, but Japanese companies are not willing to show weakness. In January of this year, Japanese battery manufacturer GS Yuasa revealed that it will set up a factory in Hungary to assemble lithium-ion batteries and consider producing batteries here in the future. "Nikkei Industry News" previously reported that GS Yuasa will begin mass production of a new type of lithium-ion battery, which can be put into use as early as 2020, which can double the driving range of electric vehicles.

The Ningde era, the Chinese company that ranked first in the world in terms of power battery shipments last year, also successfully went abroad. In July this year, under the joint witness of the leaders of China and Germany, the Ningde era signed an investment agreement with the state government of Thuringia, Germany. According to the agreement, Ningde era will invest 240 million euros (about 1.87 billion yuan) to set up a battery production base and intelligent manufacturing technology research and development center in Erfurt, Thuringia. The new plant is scheduled to go into production in 2021 with an estimated capacity of 14 Gwh and is expected to provide approximately 600 jobs for the local area. At that time, the products will be supplied to famous global car companies such as BMW, Volkswagen, Daimler, Jaguar Land Rover and PSA.

Recently, a senior BYD company also revealed: "We are considering producing batteries outside of China, including Europe." However, BYD has not yet decided on a specific location. From manufacturing electric vehicles to electric buses to developing solar panels and energy storage equipment, BYD's business scope is expanding. At present, BYD has built an electric bus production base in Hungary and France.

Power battery position transfer

Why are these Asian power battery companies entering Europe? First of all, the European new energy vehicle market is developing rapidly. In the first half of this year, sales of electric vehicles in Europe increased by more than 40%. As of now, the number of electric vehicles in Europe has exceeded 1 million. On the one hand, the EU's automobile emission regulations are becoming more and more strict; on the other hand, the wave of “ban” in many European countries has intensified. For example, the British and French governments have clearly stated that they hope to stop selling traditional fuel vehicles by 2040. In addition, the Netherlands and Norway have also proposed that it is banned from selling traditional gasoline and diesel vehicles from 2025. The German Federal Senate had previously proposed a ban on the sale of traditional internal combustion engines from 2030. Although it was not approved by the House of Representatives, the development of electric vehicles has become a trend in Europe.

Secondly, rooted in Europe can close the market distance, speed up the market response, respond in a timely manner, and meet user needs. For the new factory in Germany, Ningde Times Chairman Zeng Junqun said: “In the first step of investment in Europe, we chose Germany. By forming a localized power battery supply capacity in Europe, we can further close to European customers and provide more timely and effective. Product solutions to better and faster respond to customer needs.” As we all know, Europe has many well-known car brands such as Volkswagen, Audi, BMW, Mercedes-Benz, Porsche, Opel, etc., and these brands have developed ambitious new energy vehicle development goals. Battery suppliers are close to car companies to improve technology and products, especially those that have already reached supply agreements with car companies, such as the Ningde era.

CRU Metal Consulting expects that by 2030, the proportion of electric vehicles and plug-in hybrids in total global passenger car sales will increase from 4% in 2017 to 30%. Global automakers will invest at least 90 billion euros on electric vehicle batteries, the most expensive component of the vehicle, preparing for the launch of hundreds of new electric models over the next five years. For now, European automakers have been importing batteries from Asia, but with the rapid increase in electric vehicle production, this model has become unsustainable. Some market analysts expect that by establishing production facilities in Europe, the transportation costs of companies will be reduced by at least a quarter.

Korean battery companies generally choose to build factories in Eastern Europe because of the low local labor costs and logistics costs, and the high quality of labor. Huang Genxia, the head of Samsung SDI's production line management, said about the reasons for the company's establishment in Hungary: "Hungarian nationals are highly educated in basic science, and wages are only equivalent to one-third or one-third of South Korea. 2 levels, and logistics costs are also low." It is also worth mentioning that European governments have provided many favorable policies for enterprises to invest in building battery factories. In Hungary, for example, the government implements a corporate tax rebate policy for long-term equipment investment in factories.

European local enterprise micro

Power batteries account for about 40% of the cost of electric vehicles. It is estimated that by 2025, the market value of the European electric vehicle power battery industry will reach 250 billion euros. At present, the supply of European power batteries is mainly from Japanese and Korean manufacturers. The global power battery market is dominated by Ningde era, BYD and other Chinese companies and South Korea's LG Chemical, Samsung SDI, and Japan's Matsushita. Although Asian power battery companies can create jobs in Europe, the European Commission is worried that in such an emerging industry, there will be no local company name in the future, and local car manufacturers may become overly dependent on foreign companies.

In May of this year, European Commission Vice-President Maros Sevkovic said at the launching ceremony of the European Battery Industry Alliance Action Plan: "Power batteries are an important part of electric vehicles. Europe must act quickly because global competition is becoming increasingly fierce. If the engine was the most important part of the car, then the future will be batteries and software. We need to prevent ourselves from relying too heavily on our competitors in technology.” German Chancellor Angela Merkel also called on European companies to strengthen battery production.

In October last year, the European Commission established a European battery industry alliance consisting of European automakers and battery companies, hoping to build 10 to 20 large-scale battery factories in the future, Volkswagen, BMW, Daimler, Renault, Siemens, BASF, etc. Well-known manufacturers have joined. However, only Sweden's Northvolt plans to establish a large-scale lithium-ion battery factory in Europe, which is the "single seedling" of European local power battery companies.

Although the EU hopes to cultivate local power battery companies and reduce their dependence on Asian companies' technology, their hopes are likely to fail. Large European car companies have already signed supply agreements with Asian suppliers that have established factories in Hungary and Poland. European investors are also not optimistic about the European electric vehicle battery supplier meeting, so they are cautious about investment. In their view, European battery companies may need at least billions of euros in the EU to support the Asian companies. Alexa Reid, the founder of Alexa Capital, a European company that advises on energy technology and power infrastructure, said: "I don't believe anyone can compete with Asians in terms of price."


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