Car companies to replace Korean battery suppliers to benefit local battery companies

The impact of the Samsung battery explosion has continued to ferment in the automotive industry, and Korean batteries have caused widespread concern.

At present, Korean battery companies are mainly represented by Samsung SDI and LG Chem. Domestically, a number of new energy products for passenger cars and commercial vehicle manufacturers use batteries from these two companies. It is reported that car manufacturers using Korean batteries have recently changed their suppliers at low-key, and some models have been discontinued for sale. The reporter learned that in addition to concerns about safety, the use of Korean batteries may not be able to apply for state and local subsidies in the future, which is also a major reason for manufacturers to replace battery suppliers.

In this regard, Guangdong Province New Energy Automobile Industry Association Chen Guanhua told reporters that this situation may lead to insufficient capacity in the domestic battery market, delay the production speed of new energy vehicles, and also affect the peripheral supporting enterprises in the industry, leading to battery companies. A series of responses and adjustments. In this round of adjustment, the pace of Korean battery companies entering the Chinese market will slow down, and domestic battery companies will take the opportunity to rise.

Two Korean battery suppliers have not entered the "catalog"

Recently, Mr. Huang, who was planning to buy a pure electric vehicle , went to the dealership to see the car and found that several models of the water were suddenly out of stock. This is caused by the manufacturer replacing the battery manufacturer. Jianghuai Automobile and SAIC Group are all doing updates in this area. According to the characteristics of the Chinese auto market, the fourth quarter is often the peak sales period of new energy vehicles, but this year some companies' plans were interrupted.

In fact, in addition to concerns about safety, in May this year, the Ministry of Industry and Information Technology issued the "New Energy Vehicle Manufacturing Enterprise and Product Access Management Rules (Revised Edition - Draft for Soliciting Opinions)", which also became the fuse, which mentioned the use of new energy vehicles. Power battery (including supercapacitor ) monomer and system manufacturers meet the "Extension Inspection Requirements for Automotive Power Battery Units and System Manufacturers", that is, the power battery manufacturers equipped on new energy vehicles need to enter the "Automobile Power Battery Industry Specification Conditions". 》Enterprise Directory (referred to as “Battery Directory”).

Almost all of the battery catalogs entered the Chinese battery industry, and LG and Samsung Power Lithium batteries were not available. After the formal implementation of this policy in the future, some enterprises may not be able to obtain double subsidies from the state and the local. "The cost of electric vehicles is too high. If there is no subsidy, the company can't make a profit." An insider of a self-owned brand told reporters.

Wang Binggang, a special expert on the major technology of electric vehicles in the 863 Program of the Ministry of Science and Technology, told reporters that he understands that the use of Korean batteries that do not meet the requirements of the "Battery Catalogue" and vehicles that cannot enjoy state subsidies are replacing battery suppliers.

The original Korean battery has established a cooperative relationship with many domestic auto companies with good technology and high cost performance. In order to gain confidence in the future development prospects, Samsung SDI has built a factory specializing in the production of automotive power batteries in Xi'an. It was completed and put into mass production in October 2015. Nanjing Lejin Chemical New Energy Battery Co., Ltd., a joint venture of LG Chem in Nanjing, is also LG's largest battery factory in the world. Now, domestic automakers have replaced Korean battery suppliers, which will obviously affect the development of Korean batteries.

Local battery manufacturers welcome development opportunities

So, how long will it take for the manufacturer to complete the update of this round of battery suppliers? SAIC’s person in charge of new energy technology said in an interview with the media, “It takes at least a year to replace the existing battery, and the upgrade of the product requires a two-year transition period.”

In the interview, Wang Binggang said that the replacement of battery suppliers definitely requires a certain transition period, but the replacement cycle varies from manufacturer to manufacturer. Chen Guanhua, president of the Guangdong New Energy Automobile Industry Association, told reporters that battery products must be verified and mass produced for more than one year from the development process. Under normal circumstances, at the beginning of product development, the car manufacturer will also promote the simultaneous development of the second and third suppliers of batteries, because the car companies will consider the capacity of a single battery company may not meet the demand, so replace the supplier The problem is not difficult to solve.

There is no doubt that sales of some new energy vehicles will be affected in the short term. However, in the interview, the reporter learned that due to the current and wide variety of new energy vehicles in China, the sales of single vehicles are not large, so consumers can still find alternative models, and short-term will not form a major bearish.

But in the future, the battery industry may be rewritten, and domestic battery companies are taking the opportunity to rise. The reporter was informed that in this round of battery supplier replacement process, domestic battery companies have been regarded as important cooperation partners. For example, lithium batteries in Ningde era have been favored by many automobile companies.

However, some people in the industry are worried that the high-end products in the domestic battery market are insufficient. Compared with South Korean technology, some companies are not excluded because they are worried about no subsidies, and because of cost and replacement time, products with lower technology levels are selected in a short period of time. Battery replacement, once this model is introduced to the market, it is easy to combat consumer confidence, thus affecting the healthy development of the new energy vehicle market.

Of course, in the long run, the use of domestic batteries to develop new energy vehicles is in line with the national strategic plan. How to let domestic battery companies seize the opportunity to become stronger and bigger, instead of “taking advantage of the opportunity”, this is not only a challenge for enterprises, but also a difficult problem for the regulatory authorities.

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