China's rapid development of new energy vehicle market, driven by the rapid rise in demand for domestic power lithium battery, this phenomenon has caused the attention of Japanese and Korean battery giants. Therefore, the focus of the European and American markets earlier battery manufacturers in Japan and South Korea to Japan's Matsushita, South Korea's Samsung SDI and LG Chemical, represented in recent years, a large-scale push into the Chinese market.
Japan and South Korea to set up factories in China
The establishment of joint ventures, construction of the battery factory, the Japanese and Korean battery manufacturers to test the new energy vehicle market in China the first step.
LG Chemical, Samsung SDI, Panasonic in China to invest and build factories
LG Chemical as early as September 2014 set up a new energy battery Nanjing LG Chemical Co., Ltd.. October 2015, the company's power battery project officially put into operation, as LG Chemical the world's largest power battery factory, its annual output of the power battery can be used for 100,000 new energy vehicles.
June 2014, Samsung SDI and the Chinese enterprises to set up a joint venture of the new Samsung (Xi'an) Power Battery Co., Ltd. October 2015, Samsung's largest automotive battery production base - Central New (Xi'an) power battery project officially put into operation.
Compared with the Samsung SDI and LG Chemical, Panasonic force of China's new energy vehicles later in time, its power battery factory in Dalian to 2017 to put into production. However, in capacity planning, Panasonic is clearly more ambitious than the Korean battery manufacturers.
Investment in China to build factories, the benefits of doing so is to occupy geographical advantage, the power battery products to the nearest Chinese car prices, while controlling the cost.
At the same time, Japan and South Korea battery manufacturers also want to play a good relationship with the government, access to preferential policies. At this point, however, they are clearly "miscalculated".
Japan and South Korea battery business on the way to change policy encountered "stumbling block"
March 2015, the Chinese Ministry of Industry issued "automotive power battery industry standard conditions" to encourage enterprises to meet the relevant conditions of the battery into the "battery business directory."
In May 2016 the introduction of the "new energy automobile production enterprises and product access management rules" (the first edition of the draft) revealed that the new energy vehicles to promote the directory with the "battery business directory" binding, only the use of directory business battery Car prices, in order to enjoy state subsidies.
And has entered the directory of new energy vehicles, the state gave the relevant car prices a year to adjust to replace the battery manufacturers.
As of June 20, 2016, the Ministry of Industry announced four batches in line with "automotive power battery industry standard conditions" business directory, Samsung SDI, LG Chemical and Panasonic's joint venture in China are not on the list.
The industry revealed that Japanese and Korean battery manufacturers have been applying to enter the "battery business directory", the reason why the fourth batch has not been licensed because of their production time and localization of R & D did not meet the standards.
In accordance with TS16949 certification conditions, enterprises "must have at least 12 consecutive months of production and quality management records," Samsung SDI and LG Chemical in China in the fourth factory in the "automotive power battery industry specifications" business directory published, Not yet a year, Panasonic factory in China is not yet put into production, naturally did not meet this standard. Japanese and Korean battery manufacturers to submit information on the lack of detailed R & D process of materials, and they are now only take the Chinese joint venture as a battery factory, the core R & D departments are in the country, Chinese companies do not set up R & D center and electrode preparation process, which is also No compliance.
Due to the high cost of new energy vehicles lose the eligibility of subsidies in the market will lose the price advantage, which is the domestic car prices do not want to see. Therefore, the pressure in the New Deal, the Japanese and Korean battery manufacturers are facing the risk of being marginalized.
At present, the domestic use of Korean battery car attitude has changed. Samsung SDI has been delayed by the list of the list of the impact of the battery, jianghuai iEV6S is no longer bulk shipments to the dealer, and to order production. At the same time, JAC has begun to replace the domestic battery for this car.
According to media reports, LG Chemical, said domestic customers, such as LG Chemical and then wait to enter the list of the list, will replace the battery.
Willow Road to accept the "technology-for-market" or a new way out
Japan and South Korea battery manufacturers encountered a setback, reflecting the country to promote the local new energy automotive industry and the development of battery industry care and thought.
The first quarter of 2016, the global power lithium battery market share ranking, China, Japan and South Korea's battery business swept the top five.
Japan and South Korea battery business policy barriers to China how to self-help?
2016 Q1 global power lithium battery market share
Benefit from the strong development of China's new energy vehicle market, the domestic power battery manufacturers to catch up with Japan and South Korea battery business. But with the Samsung SDI and other large-scale into China, domestic power battery business "exclusive" China's new energy vehicle market advantage is lost. In this context, the Chinese policy for the Japanese and Korean battery manufacturers set the time "threshold", set aside time for domestic enterprises to continue to develop under favorable conditions.
Japan and South Korea battery manufacturers to enter the field of new energy vehicles than the domestic battery business early, more technical accumulation, manufacturing experience more richer, the battery consistency, life, cost, life and so do better than domestic battery, better Attract downstream vehicle manufacturers. From this point of view, the policy set the localization of R & D "threshold" to help domestic enterprises to get the Japanese and Korean battery manufacturers of advanced technology, bigger itself.
However, taking into account the lack of competitiveness of domestic battery manufacturers disadvantage, the state can not be a long time to "shield" local enterprises, but should the introduction of Samsung SDI and other manufacturers through the "catfish effect" to stimulate domestic power battery business "progress.
Therefore, the industry pointed out that Samsung SDI and other companies will eventually be able to enter the "battery business directory." But before that, they need to go through some adjustments.
To sum up, to accept the "market for technology," the conditions set up in China to research and development-oriented joint venture, or in the existing joint ventures, increase R & D investment will be Japan and South Korea battery manufacturers successfully entered China's new energy The key to the automotive market.