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Mobile WebSiteChina Automobile Industry Association data show that in 2016 China's electric car production 517,000, an increase of 51.7% over the same period in 2015, of which pure electric vehicle production completed 417,000, an increase of 63.9% over the previous year; plug-in hybrid Production completed 9.9 million, an increase of 15.7% over the same period in 2015.
Korean battery in China's situation
Since November 11, 2015 the introduction of "automotive power battery industry standard conditions" business directory, has released five batches, a total of 57 battery companies finalists. Until now, but not a Korean battery companies to enter the list. This means that the domestic new energy vehicle brand models can not be equipped with Korean batteries. Affected by this factor, once equipped with Samsung SDI battery Beiqi EV200 and other models have to face the embarrassing situation of replacing the battery, and even to adapt to the Chinese market, Hyundai Motor in China-made models - Sonata 9 plug-in hybrid version will also use domestic Power Battery. Such a market situation more led to the Korean battery business operating conditions plummeted, and even to "make ends meet" situation. From the original flocked to the present drift away, Korean battery in China's glory seems to be about history.
It is reported that the current Samsung SDI enterprises have planned to spend $ 600 million by 2020 to expand the Xi'an battery factory production line has been facing a few months of idle. At this time, Samsung SDI companies are deciding to reconsider the expansion plan of China's Xi'an battery factory. While the South another battery giant LG chemical situation is not optimistic, according to media reports, LG Chemical set up a joint venture in Nanjing, the battery business is basically in a state of idle, and LG Chemical is negotiating the project sold to SAIC.
Things seem to have to "Sade" back to the pot of the time, by the impact of the Sade incident, Korean companies have recently mixed in the country are relatively bleak, but this is really strange strange Sade, because a car Above that tens of thousands of parts, who buy a new energy car also asked the dealer battery is not Korea?
Sade said this pot I do not back
In addition, with the "Automotive Power Battery Industry Standard Conditions (2017)" for the release of the draft, in accordance with the "draft", in order to meet the "automotive power battery industry standard conditions" in the country to speed up the construction, Of the basic requirements of a car, clearly require lithium-ion battery manufacturers with an annual output capacity of not less than 80 billion watts, metal hydride nickel battery single enterprise annual production capacity of not less than 100 million watts, Super capacitor single enterprise with an annual capacity of not less than 10 million watts. System enterprises with an annual output capacity of not less than 80,000 sets or 4 billion watts. Production of various types of power battery single enterprise, system enterprises, the annual production capacity to meet the above requirements. While the South Korean battery manufacturers in China, Samsung SDI and LG Chemical, the two annual production capacity of 20 billion -30 million watts, from the minimum standard requirements of 80 billion watts difference of 5 billion watts.
The two companies in China if you want to meet the standard, you must then increase production capacity 3-4 times. And the two battery companies in China have been invested in the construction of 600 million US dollars and 500 million US dollars, if you want to invest in factories in China to achieve the "draft" requirements for the two Korean companies also need a small investment. In 2016, due to Samsung Galay7 mobile phone frequently "explosion" on the headlines, the battery supplier Samsung SDI has also been pushed on the cusp, with Korean battery safety have been some impact, these factors have to let the Korean battery Plans to build factories in China temporarily stranded. And in order to make up for South Korea's battery companies in China as soon as possible losses, at present, Samsung and LG will be the battlefield to Europe and other markets in North America. Samsung SDI has recently decided to build a new electric vehicle battery factory in Hungary, which is expected to begin production from 2018.
to sum up
Korean battery in China, "defeated wheat city" In fact, really can not blame Sade, and strange to blame themselves can not reach the national "car power battery industry standard conditions" requirements, want to pay gold in China Willing to increase investment. However, with the end of 2020 after the end of government subsidies, new energy vehicles into the full market stage, Korean battery companies can no longer be blocked by the battery business directory, Korean battery companies will not give up the Chinese market, But also a comeback, car prices will also have more choices. This means that the local battery business there are three years of window period, in the past three years if not in the technical and cost to form their own competitive advantage, will face the risk of being eliminated by the market. Therefore, for the domestic power battery companies, the need to seize the time down-to-earth technology research and development and improve quality, while ensuring product quality while doing cost control, so that China can hope from a battery power into a battery power.
