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【Chemical Machinery and Equipment Network Market Analysis】Recently, Volkswagen reported that it will build a fourth battery super factory in Europe
.
Previously, in order to meet the supply of batteries after 2025, the Volkswagen Group planned to build six super battery factories
in Europe with a total annual production capacity of 240 gigawatt-hours by 2030.
.
Previously, in order to meet the supply of batteries after 2025, the Volkswagen Group planned to build six super battery factories
in Europe with a total annual production capacity of 240 gigawatt-hours by 2030.
New energy vehicles have ushered in an era
of rapid development around the world.
According to the report "Automotive Power Electronics - Focus on Passenger Cars and Light Commercial Vehicles" released by the power electronics team of Yole, a French semiconductor analyst organization, the global sales of new energy vehicles in a broad sense reached 16 million units
in 2021.
Generally speaking, the battery life of new energy vehicles is about 3~6 years, and the first batch of domestic new energy vehicle battery replacement boom has
arrived.
of rapid development around the world.
According to the report "Automotive Power Electronics - Focus on Passenger Cars and Light Commercial Vehicles" released by the power electronics team of Yole, a French semiconductor analyst organization, the global sales of new energy vehicles in a broad sense reached 16 million units
in 2021.
Generally speaking, the battery life of new energy vehicles is about 3~6 years, and the first batch of domestic new energy vehicle battery replacement boom has
arrived.
Power batteries account for a large proportion of the cost of new energy vehicles, the data shows that the cost of the powertrain system of traditional fuel vehicles accounts for about 25% of the whole vehicle, while the three electric systems of new energy vehicles account for 52% of the cost of the whole vehicle, and the cost of the battery system accounts for a high proportion, reaching 38% of the whole vehicle, which leads to the core competitive barriers of traditional automobile companies being broken
.
.
With the development of the new energy vehicle industry, the demand for power batteries is expanding day by day, and battery manufacturers have made a lot
of profits.
Taking CATL as an example, in 2021, CATL's revenue exceeded 100 billion, with a net profit growth rate of 185.
34%.
But it is worth noting that more and more car manufacturers have begun to build their own battery factories
.
This can't help but ask: Why have car companies begun to build batteries?
of profits.
Taking CATL as an example, in 2021, CATL's revenue exceeded 100 billion, with a net profit growth rate of 185.
34%.
But it is worth noting that more and more car manufacturers have begun to build their own battery factories
.
This can't help but ask: Why have car companies begun to build batteries?
As Musk said, the bottleneck facing automakers is not market demand, but insufficient
capacity.
At a time when the new energy vehicle market is so competitive, sufficient production capacity means that more market share can be obtained, and car manufacturers with insufficient capacity can only give orders to others
.
Therefore, car companies are not only the need to stabilize their own supply chain, but also a means to
gain a foothold in the market.
capacity.
At a time when the new energy vehicle market is so competitive, sufficient production capacity means that more market share can be obtained, and car manufacturers with insufficient capacity can only give orders to others
.
Therefore, car companies are not only the need to stabilize their own supply chain, but also a means to
gain a foothold in the market.
When it comes to car companies making batteries, we have to mention BYD
.
Founded in 1995, BYD was first engaged in batteries, and in the early development, BYD accumulated rich experience in battery R&D and manufacturing, which also laid the foundation
for later self-produced batteries and even provided batteries for other enterprises.
In the choice of power battery, BYD cars generally use lithium iron phosphate batteries, which have good stability and relatively high
safety factors.
.
Founded in 1995, BYD was first engaged in batteries, and in the early development, BYD accumulated rich experience in battery R&D and manufacturing, which also laid the foundation
for later self-produced batteries and even provided batteries for other enterprises.
In the choice of power battery, BYD cars generally use lithium iron phosphate batteries, which have good stability and relatively high
safety factors.
In addition, BYD's choice of self-produced batteries is also due to cost considerations
.
At present, most domestic car companies choose professional battery manufacturers such as CATL
.
However, it is worth noting that the price of batteries is in the hands of battery manufacturers, which is not conducive to car manufacturers controlling costs
.
.
At present, most domestic car companies choose professional battery manufacturers such as CATL
.
However, it is worth noting that the price of batteries is in the hands of battery manufacturers, which is not conducive to car manufacturers controlling costs
.
Car companies produce their own power batteries due to immature technology, resulting in insufficient high-end production capacity and low-end overcapacity
.
In addition, the technical route of car companies and batteries is different, and the R&D and manufacturing production cycle of power batteries is long, and if large-scale mass production cannot be formed, car companies need to bear huge research and development costs
.
.
In addition, the technical route of car companies and batteries is different, and the R&D and manufacturing production cycle of power batteries is long, and if large-scale mass production cannot be formed, car companies need to bear huge research and development costs
.
At present, power battery technology is in a period of rapid development, lithium iron phosphate, ternary lithium, quaternary lithium, sodium battery, semi-solid battery, solid-state battery, technical route and iteration is extremely fast
.
When and whether the cost and future benefits of the next battery can be balanced is a question
that every car company needs to consider.
.
When and whether the cost and future benefits of the next battery can be balanced is a question
that every car company needs to consider.
Hara: New Trend! Why have car companies begun to build batteries?
