When the global new energy is still in the primary development stage, uncertainty is always a huge risk on the way forward. Recently, there are rumors that Contemporary Amp Technology Co., Ltd. may give up 8 1 1 battery and use 523 battery instead, which has once again triggered a hot discussion on the route of new energy batteries in the industry. Finally, contemporary Anpu Technology Co., Ltd. denied the rumor that multi-line parallel connection is the core concept of developing battery business of contemporary Anpu Technology Co., Ltd.
Coincidentally, almost at the same time as the 8 1 1 storm of contemporary Ampere Technology Co., Ltd., the news that Daimler will adopt BYD's blade battery began to spread in the industry. According to the news, the senior management of "Customer 1" visited the production process of leaf batteries in Foday Battery Factory, and got an in-depth understanding of the planning blueprint of Foday Lithium Battery Company, the principle of leaf battery acupuncture experiment, and the technical characteristics of Pack workshop and assembly section, and this "Customer 1" is Daimler.
In fact, just last month, Mercedes-Benz just announced its cooperation with Contemporary Ampere Technology Co., Ltd. to determine it as the head supplier in the battery field to ensure Mercedes-Benz's next generation EQ? Battery supply of products. According to the plan, the battery module that Mercedes-Benz EQS cooperates with Contemporary Ampere Technology Co., Ltd. will be launched in 20021year. But soon, Daimler moved on and turned its attention to BYD's blade battery.
A moment later, 8 1 1 and 523 of Contemporary Ampere Technology Co., Ltd., and a moment later, Mercedes-Benz joined hands with Contemporary Ampere Technology Co., Ltd. and BYD respectively, and even more car companies built or supported small and medium-sized battery enterprises. No matter the OEM or the battery supplier, they have made many choices on different objects and routes to cope with different routes and possible accidents in the future.
Perhaps Daimler's empathy for BYD's blade battery is not surprising to the outside world, because for car companies, there will always be a "plan B" or even? The choice of plan C.
More choice
From the heated discussion on the fire incident caused by acupuncture explosion in contemporary Amperex technology company, limited to the spontaneous combustion accident of electric vehicles in recent years, new energy vehicle enterprises and battery enterprises are at the forefront. As a new thing, everyone knows that new energy is the future direction, but at present, no one can see through whose way and which battery technology will eventually win.
Therefore, in the face of unknown risks, car companies must strategically spread risks. You know, in the field of new energy automobile industry, this core component, which accounts for 40% of the total vehicle cost, almost determines the life and death of future products and brands. It can be said that at present, many automobile companies have to establish cooperative relations with contemporary Ampere Technology Co., Ltd. because of many helplessness. After all, as the largest battery supplier in China, even once the largest battery supplier in the world, the huge scale effect is an important means to reduce the cost of batteries, and the cost will directly determine the competitiveness of products.
However, for every car company, Contemporary Ampere Technology Co., Ltd. is a favorite property at present. However, the battery supply security brought by the differentiation of batteries and the reliability of supply has to become an important issue for every brand. For example, in the case of short-term supply shortage of contemporary Ampere Technology Co., Ltd. due to internal or external reasons, it will become an important obstacle to brand development.
In actual production, the power battery supply gap event has never happened before. For example, in February of this year, Audi's pure electric SUV model e-tron in Brussels, Belgium was temporarily discontinued. Audi's official spokesman publicly admitted that e-tron temporarily stopped production because of insufficient power batteries. Tesla CEO Musk even complained on social media Twitter many times, if Panasonic does not drag its feet, Model? 3? There wouldn't be so much trouble in mass production.
Undoubtedly, at present, the best automobile power battery in China is Contemporary Ampere Technology Co., Ltd., whose higher unit energy density can provide longer cruising range, but the ensuing safety problems are also closely and positively related to energy density. Contemporary Amperex Technology Co., Ltd., the limited ternary lithium battery acupuncture storm has definitely become a hidden worry that car companies can't calm down.
Therefore, for Daimler, in order to realize "Vision 2039" (that is, by 2039, Mercedes-Benz will stop selling traditional internal combustion engine passenger cars, and by 2030, new energy vehicles will account for 50% of passenger car sales), efforts must be made in all aspects of enterprise production and operation, and batteries become the most important link.
Daimler has made great efforts on the road of electrification transformation and carbon neutrality. In March this year, Daimler invested 1 billion euros in TAAP, a Thai battery supplier, to transform the existing battery production facilities of TAAP Bangkok factory and build a new battery factory. In July, Daimler announced that Mercedes-Benz has established a far-reaching strategic partnership with Funeng Technology, with a stake of 904.5 million yuan, and will hold about 3% of the shares of Funeng Technology in the future.
Counting the choice of BYD blade battery that has not been clearly confirmed by official website this time, Daimler multithreading has spread in the battery field. The insiders believe that the purpose of doing this is to reduce the dependence on contemporary Ampere Technology Co., Ltd., and this mode of operation has almost become common sense in the industry.
For example, audi ag, Northvolt in Sweden, SKI, LG Chem, Samsung SDI, Panasonic and Contemporary Ampere Technology Co., Ltd. in China are all its customers. At the same time, Volkswagen also invested about 1 1 billion euros to acquire 26.47% equity of Guo Xuan Hi-Tech, becoming its largest shareholder. In addition, Volkswagen also invested an additional $200 million in Quantumscape, a silicon valley solid-state battery developer, to help the latter build a mass production line for solid-state batteries by 2025.
Although Toyota is still transforming into a hybrid vehicle, it has cooperated with Panasonic to increase the technical reserve of lithium batteries. This year, three pure electric vehicles C-HR were launched. EV/ yuzawa e, Lexus UX? 300e is the result of Panasonic battery. Of course, Toyota also established battery cooperation with Contemporary Ampere Technology Co., Ltd. and BYD last year.
Let's look at BMW again. Although Contemporary Ampere Technology Co., Ltd. was built by BMW, this does not mean that BMW is completely at ease with Contemporary Ampere Technology Co., Ltd. In Europe, BMW uses Samsung SDI battery supplier. In July this year, BMW announced that it had signed a 2 billion euro battery supply contract with Swedish company Northvolt. In the same month, BMW opened the second power battery supplier in China-Yiwei Lithium Energy.
Many car companies are not only pinning their hopes on Contemporary Ampere Technology Co., Ltd., but also looking for battery resources and opportunities. This fully shows that with the acceleration of the electrification process, major car companies realize that they must build a stable and diversified battery supply chain as soon as possible, and prepare for the later electric vehicle products in advance.
Contemporary Ampere Technology Co., Ltd. cannot be immune.
In fact, as early as two years ago, in the early stage of the germination of Contemporary Ampere Technology Co., Ltd., Automobile Commune published a group of reports entitled "Kidnapping Contemporary Ampere Technology Co., Ltd.", which probably means that the popularity of Contemporary Ampere Technology Co., Ltd. is so high that it can really promote the progress of China's new energy supply chain, but it is not the market law that a monopoly will inevitably make this brilliant crown enter the downward stage of inflection point in a certain period of time.
It happened soon. In the first seven months of this year, the sales of electric vehicles in Europe surpassed that of China, which also made Contemporary Ampere Technology Co., Ltd., which has been the dominant power battery for the past two years, lag behind LG Chem. Yes, in the first half of this year, domestic electric vehicles equipped with batteries of contemporary Amperex Technology Co., Ltd. were unsalable, while European electric vehicles equipped with Japanese and Korean batteries grew rapidly with government subsidies. At the same time, Japanese and Korean battery companies re-entered the power battery market in China, which brought an impact to Contemporary Amp Technology Co., Ltd. and became an important reason why Contemporary Amp Technology Co., Ltd. lost its championship.
Perhaps this will be a turning point for contemporary Ampere Technology Co., Ltd.. You know, at present, almost all first-and second-tier automobile brands have signed battery cooperation agreements with Contemporary Amp Technology Co., Ltd., but the question is, why are many automobile companies looking for new partners once domestic and international power battery suppliers are whitelisted?
Yes, when all car companies have to choose Contemporary Ampere Technology Co., Ltd., they will be worried. If (even if it is extremely unlikely) there is an unexpected technical problem in contemporary Amperex Technology Co., Ltd., the scope will be very wide, just as Takada's airbag problem affects the safety of hundreds of millions of cars around the world.
Of course, if BYD blade battery can finally enter Daimler's supply system smoothly, it also fully shows that blade battery may be more popular with Daimler than ternary lithium battery in terms of balance of safety and performance, which can be seen from the battery energy density and cruising range of the first pure electric vehicle EQC of Mercedes-Benz. Otherwise, if there is battery failure or spontaneous combustion of Mercedes-Benz electric vehicles, it will not only be a blow to the Mercedes-Benz brand, but also a blow to the electric vehicle industry. Just like when people question the three-cylinder machine, they always say: Look at BMW's NB, the three-cylinder machine can't be done well.
What's more, from lithium ferrous phosphate to blade batteries, BYD has many innovations. On the basis of improving cruising range, its safety is also higher than that of ternary lithium battery. BYD Han, a new car equipped with blade batteries, is also hot. As a traditional automobile group, Daimler is undoubtedly more inclined to stability, and will not abandon safety and excessively pursue cruising range.
At the same time, BYD and Daimler originally had a cooperative relationship, and the emergence of Tengshi X may have attracted Daimler's attention. It is beneficial to BYD that once the blade battery becomes a supplier of Daimler, the industry may take this as a weather vane, and BYD's independent and open battery supply will officially enter a substantive stage.
On the other hand, BYD was ranked second before, and contemporary Ampere technology rode the dust, but for the industry and law, it is not a good phenomenon for contemporary Ampere technology to occupy a leading position for a long time. There is competition to make progress. When foreign batteries enter the domestic supplier system, when Contemporary Amp Technology Co., Ltd. is no longer dominant, it will be able to stimulate the innovation and breakthrough ability of Contemporary Amp Technology Co., Ltd., and then make it play a more important and powerful role in the competition. Otherwise, once foreign batteries become stronger, China's advantages in the field of new energy will be threatened.
Fortunately, we seem to have seen the competition between Contemporary Ampere Technology Co., Ltd. and BYD's blade batteries, and the future progress, which will eventually become an important achievement and victory for China in the new energy supply system.
Text/Du Xinyu
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.