On March 23, the Chinese men's soccer team defeated South Korea 1-0 in the 2018 World Cup qualifiers in the Asian Top 12 against South Korea. This happened just at the time when Sino-Korean relations were affected by the Sade storm. The bloody Chinese people would inevitably be proud of this time. Coincidentally, in China's power battery field, China's domestic battery companies are also in a state of overall victory in the current competition, although this has benefited from China's March 2015 “Automobile Power Battery Industry Specification Conditions†(below) The impact of the "standard conditions". The current turning point of Samsung SDI is because it has been unable to enter the enterprise catalogue of the "Standard Conditions" of the Ministry of Industry and Information Technology, and new energy vehicles equipped with Samsung SDI batteries may not be able to obtain subsidies for new energy vehicles. Although the relevant state departments have not clearly stated that they can't get subsidies for the batteries of foreign-funded enterprises, but from the models that are currently entering the national new energy vehicle recommendation list, there is no model with a battery of foreign-funded enterprises. The Jianghuai iEV6S, which used to be equipped with a Samsung SDI battery, later replaced the battery with Guoxuan's power battery. However, because the matching is not ideal, the JAC iEV6S model is basically out of the market. The first batch of Beiqi EV200 was also equipped with Samsung SDI battery, and later it was replaced by a local battery company's battery re-applied catalogue before it officially went on sale. In addition to Samsung SDI, according to relevant sources, another Korean battery company, LG Chem, established a joint venture battery company in Nanjing, Jiangsu Province in October 2015, Nanjing Lejin Chemical New Energy Battery Co., Ltd., the production line is basically idle. Status, and is currently negotiating to sell the project to SAIC. In fact, at the beginning of the establishment of LG Chem Nanjing Battery Factory, it also had high expectations for China's new energy vehicle market. LG Chem has long reached a cooperation intention with new auto vehicle power batteries with China FAW, SAIC and Qoros. When LG Chem related people applied to enter the fourth batch of enterprise catalogues of "Regulatory Conditions", they also told EV Century reporters that China's new energy vehicles are growing too fast, and the entry of many inferior batteries has led to safety accidents, and the order of the industry has been rectified. It is also necessary, but it is only a part of the enterprise and media hype that foreign-funded battery companies cannot enter the "standard conditions" enterprise catalog. At that time, another person from a foreign-funded battery company also said that they were fully prepared to apply for the fourth batch of catalogues. The possibility of entering the fourth batch of power battery "standard conditions" enterprise catalog is still relatively large. Therefore, at that time, whether it was Samsung SDI or LG Chem, they still hoped to catch up with the rapid growth of China's new energy vehicles and make a big impact in China's battery market. But the end result is that the fourth batch of power battery "standard conditions" enterprise directory is still no such battery company. FAW, SAIC, Qoros and other automakers who have had a cooperation with LG Chem have no models equipped with LG Chem batteries, which may be the main reason for the loss of confidence in LG Chem Nanjing Battery Factory. The current result is really the Chinese government to suppress foreign battery companies and support local enterprises? Xu Bingjin, president of the China Association of European Economic and Technical Cooperation, believes that China's subsidies for pure electric vehicles are very high, and the biggest cost of new energy vehicles is now on power batteries. Although subsidies are superficially subsidized by consumers, these The biggest beneficiary of the subsidy is the power battery company, which subsidizes foreign companies with the money of their own country. This is something that no country can do. Therefore, it cannot be said that who suppresses and supports who, but should say that the subsidies of the national new energy automobile industry should play a role in promoting technological innovation of local battery companies. In addition, the current difficulties of Korean battery companies have also received the impact of the "Sade storm." Since the South Korean government announced in July 2016 that it is ready to deploy the "Sade" anti-missile system, Sino-ROK relations have begun to be tense. In view of the fact that the deployment of "Sade" will have a great negative impact on the security situation in Northeast Asia, it is not an easy task for Korean battery companies to gain more market share in the Chinese market in this context. Another key reason is that although the battery products of Korean battery companies have the advantage of cost performance, there are still hidden dangers in terms of safety. The battery produced by Samsung SDI caused many explosions and explosions in the NOTE 7 mobile phone, and the LG Chemical Nanjing Battery Factory also suffered a fire accident in August 2016. This is still sensitive to new energy vehicles that are just in their infancy. If the power battery triggers a new energy vehicle safety accident, it may hit the whole society's confidence in new energy vehicles. Apart from these dominant factors, there are some invisible problems that may affect the market's confidence in Korean battery companies. Last year, according to Samsung’s financial report, the media pointed out that Samsung lithium batteries may have low-cost dumping problems. Because with the substantial increase in production capacity and sales volume, Samsung lithium battery should have gradually turned losses into profits, or the loss gradually reduced, but Samsung's financial report shows that Samsung lithium battery business segment, with the increase in production capacity and sales, the loss is not Zooming out, but expanding further. The relevant person in charge of the lithium battery company told EV Century that in recent years, in order to gain more market share in the Chinese power battery market, the price of some products of Korean batteries has fallen below the floating cost. Although this cannot be considered dumping, it is definitely not a healthy competition. Ball Valve,High Pressure Ball Valve,Floating Ball Valve,Electric Ball Valve Wuzhong Instrument Co., Ltd. , https://www.wzivalve.com
On March 18, the listed company Shuguang Co., Ltd. (SH.600303) issued an announcement. The shareholders meeting of Shuguang shares passed the “Proposal on Termination of Investment in Ruichi New Energy Power System (Dalian) Co., Ltd.â€, Shuguang Co., Ltd. plans to invest 35 million shares. The plan to establish a power battery company by joint venture with Samsung SDI has therefore failed.
According to Sina Technology, an industry insider who asked not to be named recently said that “Samsung SDI’s production line in Xi’an, China has been idle for several months. The company recently decided to reconsider the expansion plan of China’s Xi’an battery factory.†Samsung SDI originally planned to spend 600 million US dollars by 2020 to install more battery production lines in its Xi'an battery factory. At present, the Samsung SDI Xi'an battery factory started operating in September 2015, less than 2 years, Samsung SDI The first five-year plan of the Xi'an plant had to face adjustments.