Low-end production collapses, power lithium battery industry faces standardization
As the new energy vehicle market continues to heat up, the power lithium-ion battery industry has entered a period of rapid development. Large battery companies represented by Panasonic and LG are accelerating their expansion, and automakers represented by Tesla, BMW, and Mercedes-Benz are also In the field of power lithium batteries. The big cake of the power lithium battery market is attracting a lot of capital, technology, and talents. In my country, where electric vehicles are developing fastest and the output of lithium-ion batteries is the largest, the power lithium-ion battery industry is also undergoing profound changes and new industries The pattern is gradually taking shape. The invasion of South Korea’s lithium-ion battery industry is a force that cannot be underestimated in promoting my country’s industrial transformation. Foreign troubles: The Korean Wave invasion has intensified. On June 1, the China-South Korea Free Trade Agreement (FTA) was officially signed. Lithium-ion batteries, one of the core components of electric vehicles, are also included in the tax reduction. South Korea’s lithium-ion battery relies on high cost performance and has become the preferred product of many domestic electric vehicle processing companies. The tax cut will inevitably affect domestic lithium-ion battery companies, but the impact may not be too great. According to Xiao Chengwei, chief battery expert at the 18th Research Institute of my country's Electronic Technology Group, although tariffs are decreasing, the government still protects domestic companies. This can be seen from the extent of the tax reduction and the transition time. The reporter found in the China-Korea FTA China's concession table: on the basis of the benchmark tax rate of 12%, lithium-ion batteries will be reduced by 20% of the benchmark tax rate within 5 years from the date of entry into force of the agreement. This category of goods should be reduced from the fifth year. From January 1st, the benchmark tax rate will be maintained at 80%. Compared with most of the products in the agreement, the tax cuts for lithium-ion batteries can be described as lower. It can be seen that the Chinese government has not fully liberalized the protection of the lithium-ion battery industry. The domestic lithium-ion battery industry is also becoming more mature. Xiao Chengwei believes that after years of accumulation, my country's battery companies are not vulnerable, and the gap between my country and South Korea's battery companies is gradually narrowing. Therefore, from a positive perspective, the signing of this agreement is a good thing to further introduce market competition, strengthen the vitality of domestic companies, and accelerate the company's development. Zhu Subing, Marketing Manager of Beijing Dangsheng Material Technology Co., Ltd. agreed with this view. She believes that the development of domestic battery companies has been able to cope with the impact of Korean battery companies. my country’s power lithium battery market is very large, and Japanese and Korean battery companies account for a very small share. Share of one piece. Therefore, it will not pose a threat to the overall domestic market, and the introduction of an appropriate competition mechanism is very beneficial for promoting the development of the industry. Wang Zidong, director of the National 863 Electric Vehicle Major Special Power Lithium Battery Detection Center, believes that Korean battery companies have set up factories in China, and some key materials will be purchased in China. The cost may be lower. South Korea’s local battery companies have little appeal, so the impact of the policy on the domestic market is very limited.