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The whole Eroba, nitroscopic comic. A powerful battery “Sugar baby participated in more than 15 companies in the European Union’s foreign country are in full swing.
(Source: WeChat public number “Gaogong Steel Electric” ID: weixin-gg-lb Author: Zhao Ying)
The Chinese team “entered the field”
Just yesterday (May 15), the official WeChat of Ningde Times released a news report that it received a billion yuan order from the Volvo Group to supply all platform electricity to its upcoming SPA2 platform and CMA platform. daddypool module. This means that an international car company has been added to the customer companion circle of Ningde era.
A detail that was ignored by the outside world is that the Ningde era revealed in this official announcement that its domestic factories will meet the departmental capacity needs of the order.
Haiwan Industrial Factory obviously refers to its factory in GermanySugar daddyLingenerford’s factory. This project finalized under the verification of the general managers of China and Germany in previous years. It is the first factory in the Ningde era to be invested in 2021 and will form a 14GWh production capacity after production in 2022.
The day the factory announced its launch in Germany, Ningde received purchase orders from Baoma to 2.5 billion euros. Of which, the orders of 1.5 billion euros were supplied by German factory. Soon afterwards, Baoma confirmed that its high-end electric vehicle model iNEscort manilaEXT will be supplied with electric cores from the factory.
Now, orders from Volvo have brought new power to German factories in the NING era, and perhaps also href=”https://philippines-sugar.net/”>Escort has long realized that the European market can exceed expectations. Just in the age of time, German media reported that the production capacity of this factory had been planned from 14GWh to 98GWh.
MahjongThe Chinese power battery company in the continental market is not only one of the Ningde era, but also FENG Technology, which competes with it.
Just two days before the Ningde era announced that it had won the Wolvo order, Feneng Technology, which is more understated than Old Brother, released a piece of news through foreign media “Sugar daddySilent”.
It plans to set up a power battery factory in Bitterfeld-Wolfen, Saxony-Anhalt, Germany, and plans to use its newly established subsidiary, Farasis Energy Pinay escortEurope, investing more than 600 million euros (about 4.6 billion RMB) in the new battery factory.
The news revealed by the German local authorities is that the German Industrial Factory will be completed by the end of 2022, with an initial capacity of 6GWh/year, and will be 10GWh every year in the future.
The time period for this factory investment was only one year later than the Ningde era, and the first one he aimed at should be Daimler.
At the end of previous years, FaNeng announced that it had signed a supply agreement with Daimler for 2021-2027, with a supply scale of 140GWh and a contact amount of up to 20 billion euros. Although this news was lost due to some kind of evacuation, Daimler should be Sugar daddy is a sure thing.
The two Chinese power batteries “national teams” have focused their attention on Europe at the same time. The masters understand the logic behind them. As the center of the global whole-car manufacturing and parts manufacturing, this place brings together many international car companies such as Baoma, Daimler, the majority, PSA, Reno, and others. Under the pressure of electric tide and the once “emission ugly” pressure, these car companies have clearly confirmed the traditional fuel car “Say Goodbye” and have successively announced their huge ambitions for electric dynamism.
At the same time, the EU is also the most serious about carbon emission policies and consumers are becoming first-line stars for new power automobiles, with resources coming in a hurry. The highest-level area has made it the second largest electric car market in the world after China.
2018European electric vehicle sales were about 430,000 yuan, a year-on-year increase of 41%; the sales in 2017 were 307,000 yuan, a 39% increase from 2016. Data was invited by friends at the last moment. According to the survey, Europe’s demand for battery-powered vehicles is expected to reach 600,000 by 2020 and will increase to nearly 1 million by 2022.
If Sugar baby you will look at the announcement of electric sales targets by major and Daimler, and will find that the numbers are larger and more intense, and it will be more “tempting” to the supporting battery suppliers.
Korean team “in-fight”
Before the Chinese team entered the field, the European power battery market was based on the whole of Koreans.
In 2015, Korean companies such as Samsung SDI and LG Chemistry, which were originally planned to open up in the Chinese market, never expected to be “spunished” by domestic policies, which led to the projects that were just implemented “stopped”. In desperation, these companies had to turn to Europe and seek comfort. In 2016, Samsung SDI announced an investment of US$358 million to build an electric vehicle power battery factory in the north of Budapes, Hungary. The annual production capacity can supply 50,000 electric vehicles to batteries. In mid-2017, the factory was completed and then invested in the second quarter of 2018.
Before the NING era, Samsung SDI was the power battery supplier for Bama, and the Hungarian factory was also designed to match Bama and other new customers at some level, such as Jaguar Land Rover, which announced its supply soon after.
The following Samsung SDI is LG Chemistry.
In 2016, LG Chemical announced that it would build a factory in Poland Froclaw, 190 kilometers away from Germany, with an investment of US$1.63 billion. It is expected to invest in Pinay escort in 2019, and after investment, it can be used as a battery for electric vehicles.
Maybe like the Ningde era, it was infected with the temperature of the European market. At the end of previous years, LG Chemistry announced that it would invest another US$577 million in the previous foundation to expand the Bolan factory, which would increase the planned capacity to 70GWh, and it could supply battery facilities for 300,000 electric vehicles per year.
In comparison, LG Chemistry is still considering new plans to expand its production capacity, which includesContinue to expand the capacity of Poland factory, perhaps find new manufacturing bases in other parts of Europe.
The frequent adjustment planning is behind both the pressure from customers and the “challenge” from Korean rivals. As the focus supplier for the majority, LGC learns to use the electronics of the majority in the industry. daddy played the main role in the field, and even established a “special mission group” among the public to ensure that LG can supply battery products to the public stably, meeting the annual annual production capacity of its electric vehicles in 2025.
But now, LG Chemistry is under unprecedented pressure. In the words of the same media, the majority of Odi has been living a life of suffering from the production capacity of its Poland factory.
This made the crowd unhappy and found SKI, a Korean brother from LG Chemistry, to help. At the end of previous years, the crowd directed SKI to supply chain systems, and importantly supplying batteries for its electric vehicles produced in North America and Europe.
But LG Chemistry did not regard SKI as a brother, but instead regarded him as a head-on rival. And once, it was a big deal with the goods and prices. Perhaps it is because he is a Korean brother, Sugar baby, that LG Chemistry knows more about SKI’s “attack power”.
If you pay attention, you will find that starting from the end of previous years, SKI’s expansion has begun to fully open its firepower, making a lot of moves in the Chinese, american and European markets, and crushing Samsung SDI and LG Chemistry.
In March this year, SKI’s second factory in Hungary was laid. The factory was built next to the first factory with an investment of US$859 million, while the first factory invested US$784 million. All investments will reach 7.5GWh in the year after the investment, and it is expected to start centralized mass supply in 2022.
What is easy to see is Sugar daddy. Whether it is in the production capacity release schedule or customer positioning, SKI is watching LG Chemistry, which makes his Korean guy feel infected with a strong “infarction”.
This direct competition is becoming more and more obvious in Sugar babyamerican and the Chinese market, and is more and more obvious in the business lawsuits that have entered the two-square volume. (stampThis check is “The “Business Challenge” behind LG Chemistry’s Notice”).
And the infighting of Korean enterprises reflects the real photo of the killing of the European power battery market.
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