Regardless of car ownership or automobile production and sales data, China has become the world's largest new energy vehicle market. The so-called where there is demand, where there is a market, driven by interests, many foreign battery suppliers have come to China to build factories. There are Samsung, LG, and Panasonic. Today, Bosch also wants to build a lithium battery factory in China to produce power batteries to supply the Chinese market.

Bosch wants to enter the domestic battery market, how should local companies respond?

Bosch power battery technology should not be underestimated by foreign companies

Speaking of the German Bosch Group, everyone is certainly no stranger. As the world's largest supplier of automotive technology, Bosch specializes in precision machinery and electrical engineering and has been known for its innovative and cutting-edge products and systems solutions. In terms of power battery technology, Bosch acquired Seeo, a startup in California, in 2014. It is understood that Seeo has leading battery technology, especially new solid-state batteries.

Through the cooperation of several R&D centers around the world, Bosch announced that it has developed lithium batteries that do not contain liquid electrolytes. This battery does not require a cooling system and does not present a fire hazard like a traditional lithium battery. In addition, Bosch also announced that it will release a new solid-state electric vehicle battery by 2020, which will double the cruising range of electric vehicles and halve the cost.

In fact, before Bosch, South Korea's Samsung, LG, and Japan's Matsushita established power battery bases and factories in China. The three battery giants have entered the Chinese market and have already attracted a lot of panic. Now, another Bosch will have a huge impact on domestic battery companies. If the technology can't keep up and the cost can't fall, the status is in jeopardy.

Ternary lithium "safety" is not a decisive factor

At the previous China Electric Vehicles 100-person meeting, Zhang Xiangmu, Director of the Equipment Department of the Ministry of Industry and Information Technology, said: "The Ministry of Industry and Information Technology will organize a risk assessment of the ternary lithium battery. Before the evaluation is completed, the ternary lithium battery bus will be suspended. The list of recommended models for the promotion and application of energy vehicles.” New energy vehicles have a high probability of accidents in the early stage of development, so the relevant departments are more cautious about the attitude of the battery industry. But before analyzing the safety of different material batteries, let's take a look at the current domestic battery companies, markets, and the situation.

Throughout the domestic technical route, the layout of China's power battery companies in the battery field is mostly based on lithium iron phosphate batteries, but with the increase in the mileage requirements of new energy vehicles, domestic power battery companies are beginning to accelerate in the field of ternary lithium batteries. Research and development. Although different types of power batteries can be produced according to customer needs, in the end, there is no overwhelming advantage in any type of power battery technology line.

Moreover, the current investment and technology thresholds for domestic battery manufacturing are low. Although there are many enterprises, they are mainly small and medium-sized enterprises. The battery industry has high requirements for safety. From material selection, process to design, it must be strictly controlled, and it has high requirements for enterprise scale and capital. Therefore, it is not a good thing for many small and medium-sized enterprises to invest in this industry, and the future may become a hidden danger of industrial development.

Next, let's talk about the technical route that everyone is hot about, which is security. In all fairness, although the safety of the ternary lithium battery is worse than that of lithium iron phosphate, the ternary lithium battery is much larger than the latter in terms of energy density. And the standard of safety is not only the battery, but the design of the entire power battery system is safe. Multiple security guarantees must be set in the group design through BMS (Battery Management System), TMS, fuse protection, thermal barrier, and structural integration. Therefore, it is simply inappropriate and comprehensive to think that the ternary material battery is unsafe, and this problem is gradually being solved with the continuous advancement of technology.

Advantages of foreign companies are obvious how local battery companies should respond

The arrival of several foreign battery manufacturers such as Samsung, LG, Panasonic and Bosch, the reason why domestic battery companies are so "tight" is because they have seen the advantages of these giants, which is also the battery manufacturers such as LG and Panasonic can attract many car manufacturers. s reason. They have great advantages in terms of battery consistency, stability, cycle life, etc., so they are very attractive to downstream OEMs. Take LG Chem as an example. It is not only a supplier of auto giants such as Ford, Volkswagen, Audi, and Nissan, but also domestic automakers such as Great Wall Motor, Changan Automobile, Chery Automobile, and SAIC.

As mentioned before, since the safety hazards can be solved, it is hard not to think too much about the “powered passenger car to stop the ternary lithium battery”: this seems to have the “selfishness” to protect local companies. Suppress foreign lithium battery companies. After all, if the application of the ternary lithium battery is limited to commercial vehicles, the biggest beneficiary will be the domestic enterprises that produce lithium iron phosphate batteries. (For foreign battery companies represented by Korea, the main ternary lithium battery and take the low price route)

In this regard, the South Korean government can't sit still. It will raise an objection to the Chinese party's change of the ternary lithium battery bus subsidy policy at the meeting of the South Korean-Chinese business ministers held shortly afterwards. I don't know what the outcome of the negotiations will be. Policies are critical to industrial development. For now, the battery industry needs to rely heavily on government support and subsidies if it wants to develop better. In fact, the technical route itself is not good or bad. As technology advances, ternary batteries will become more and more secure, and the energy density of lithium iron phosphate will gradually increase. At present, the biggest problem facing the industry is not to discuss the safety of different materials, but to focus on more important battery design, corporate supervision and industry scale, and strengthen product strength.

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