Recently, at the Panasonic Special Forum on the "China Green Company Annual Meeting", Matsushita once again expressed optimism about the Chinese market, and Panasonic has been actively strengthening cooperation with China's leading enterprises. Previously, Panasonic had reached a strategic cooperation with Beijing Linkage Tianyi Technology Co., Ltd. (hereinafter referred to as "linkage"), and will jointly develop business in the field of power storage. It is understood that the two sides will cooperate in the development of power sources for China Mobile communication base stations, power battery systems for passenger cars, low-speed electric vehicles and logistics vehicles, and various battery systems and solutions for energy storage. This indicates that Panasonic will further enter the Chinese lithium battery application market in this way.
In recent years, the situation of China's lithium battery market is very good, especially driven by the new energy automobile industry, the power lithium battery market has shown a prosperous trend. Under this trend, Japanese and Korean companies such as Panasonic, Samsung, and LG have flocked to the Chinese market and opened a factory model in China. Because of their comparative advantages in battery consistency, stability, and cycle life, It is very attractive to downstream automakers, and it also brings great market pressure to local battery companies. However, since the new energy subsidy policy is linked to the battery company catalogue, local Japanese companies have temporarily gained breathing space because foreign companies such as Japan and South Korea have not yet entered the catalog.
The subsidy policy is not the umbrella. The competition will come.
Since China vigorously promoted the development of the new energy automobile industry, relevant industry policies have been frequently released. Obviously, the market advantage brought by relying on policies is only temporary. On December 7, the revised version of the "Guidance Catalogue for Foreign Investment Industries" prepared by the National Development and Reform Commission and the Ministry of Commerce (hereinafter referred to as the "Revised Draft") was open for public comment. The "Revised Manuscript" mentioned the need to focus on the restrictions on access to automotive electronics and new energy vehicle battery manufacturing, although battery-related projects are mentioned in the list of encouraged foreign investment industries, including battery separators (thickness 15- 40μm, porosity 40%-60%) and battery management system, but battery separator and battery management system is a relatively weak link in the domestic power battery industry. Once foreign investment floods, domestic diaphragm and battery management system enterprises will It will be the first to be affected.
The subsidy policy linked to the battery business directory has won valuable growth for local battery companies, but some people have miscalculated the length of this period. Affected by the "cheat" incident of new energy vehicle companies, China's new energy vehicle subsidy policy began to adjust. Although the new subsidy policy has not yet been introduced, it can be confirmed that the new subsidy policy will reduce the subsidy amount and raise the subsidy threshold. Direct financial support began to shift to a market-based incentive mechanism, and the carbon quota management method will also be implemented in 2017, and the fiscal and taxation support policies will be relegated. The subsidy policy has gradually declined, and the battery company catalogue has been delayed since the release of the list of four batches of enterprises. This seems to indicate that the “buffering time†brought by the subsidy policy to local battery companies will be shortened, and local battery companies will also Once again involved in the market competition with international battery companies such as Japan and South Korea.
Severe market situation, quality and cost must always have the same needs
As a professional energy manufacturer, Panasonic has a very strong technical advantage in the field of power lithium batteries and energy storage batteries. Especially after establishing a super factory with Tesla, Panasonic has further improved its battery performance and cost control capabilities. This also indicates that after the cooperation between Panasonic and the linkage, the customer base in the domestic market will soon impact the power and energy storage battery market in China. Faced with the market competition brought by Panasonic and other international battery companies, China's local battery companies need to adjust their strategies as soon as possible, improve product quality as soon as possible, reduce costs, and gradually adapt to the competition model with international battery giants.
Chen Qingtai, chairman of the China Electric Vehicle Hundred People's Association, said that although the subsidy policy will promote the development of the new energy automobile industry, it will also interfere with the technical route, which will lead to many industry problems after the subsidy has subsided. For new energy auto companies and battery companies, they should go beyond the realm of subsidies as soon as possible to improve product quality and form a brand advantage. Ouyang Minggao, executive vice president of China Electric Vehicles and a professor at Tsinghua University, also said that with the gradual decline of subsidies, battery companies should aim at improving commercial competitiveness, reducing weight, reducing volume and reducing costs. A breakthrough in technology.
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