Who is hyping up the new energy version's "dependence on China"?

Tech 2023-06-10 08:25:59 Source: Network

Our reporter; Ni Hao & Nbsp; Our special correspondent in Germany and South Korea& Nbsp; Qing; Wood& Nbsp; Zhang; Quiet; Song; YiOn June 9th, the 2023 World Power Battery Conference opened in Yibin, Sichuan, focusing on "Green New Power World New Energy". At present, the new energy industry is increasingly becoming the focus of the game among major powers

Our reporter; Ni Hao & Nbsp; Our special correspondent in Germany and South Korea& Nbsp; Qing; Wood& Nbsp; Zhang; Quiet; Song; Yi

On June 9th, the 2023 World Power Battery Conference opened in Yibin, Sichuan, focusing on "Green New Power World New Energy". At present, the new energy industry is increasingly becoming the focus of the game among major powers. Faced with the industrial chain advantages formed by China's years of deep cultivation in the battery supply chain, Western countries such as the United States have taken frequent actions and plan to expand the procurement of battery minerals from Asia and Africa to "get rid of dependence on China". At the press conference of the China Council for the Promotion of International Trade held on the same day, Vice President of the China Council for the Promotion of International Trade, Yu Jianlong, stated that Chinese enterprises are the most dynamic "hematopoietic cells" in the global supply chain. Whether it is "decoupling and chain breaking" or "building walls and barriers", it will seriously undermine market rules and international trade order.

China maintains global dominance in power batteries

At the World Power Battery Conference, the Ministry of Industry and Information Technology revealed that in 2022, China's power battery loading accounted for 56.9% of the global total, and the global shipment of key materials such as positive and negative electrode materials, electrolytes, and separators exceeded 70%. The head of the European Battery Union, Torre Secknes, stated at the conference that by 2030, China's power battery will maintain its global leadership position.

As a global leader in the new energy vehicle and power battery industries, China has formed the most complete and largest power battery industry system in the global industry chain. Autohaus, a German automotive professional website; On the 6th, a report titled "China controls raw materials" stated that for Western automakers, a significant portion of mining and processing will still be in China's hands in the coming years.

A recent article in the German automotive professional magazine "Automotorport" analyzed that currently, in the global battery supply chain, no country can become independent from China. China is far ahead in mining rare minerals, training engineers, and building large factories, while the rest of the world will take decades to catch up. Every link in the production chain from raw material extraction to Electric vehicle battery manufacturing has "Made in China". China's leading position in this field began with the mining of minerals and rare earths. China not only owns about 40% of the global cobalt ore, but also has the majority of lithium production capacity. Seventy percent of the world's cobalt is extracted in China.

The report states that high-quality batteries cannot be manufactured solely from raw materials and require highly complex intermediate and precision processing steps. China also has an advantage in these fields. For example, 77% of global battery cathodes are manufactured in China, 92% of anodes are manufactured in China, and 66% of battery cells are assembled in China. This is mainly attributed to the enormous processing capacity that China has established over the past decade.

Who is targeting China?

"The United States wants to build a Battery electric vehicle supply chain that does not rely on China. For the important minerals necessary for Battery electric vehicle, the White House is discussing expanding the mechanism of purchasing from Southeast Asia, Africa and other places." Nihon Keizai Shimbun recently reported that the International Energy Agency (IEA) will launch guidance on the import of raw materials for electric vehicles by the end of 2023, Intended to limit its member states' dependence on a single supplier of key renewable energy raw materials.

According to the report, in response to the requirements of the Group of Seven (G7), lithium, nickel, cobalt and other electric vehicle raw materials will be the action targets of the IEA, which will limit the overall procurement level of member countries. It is worth noting that IEA was mainly established by developed countries after the "oil crisis" of the 1970s. More than 50% of the participants are EU member states, as well as countries such as Japan, the United States, South Korea, the United Kingdom, and Australia. In addition, the Sankei Shimbun reported on the 7th that the Japanese government put forward the "basic policies" for economic and financial operation at the economic and financial consultation meeting on the same day, including the contents on strengthening the Supply chain resilience of important materials.

Bai Ming, a member of the Academic Degrees Committee of the Research Institute of the Ministry of Commerce, said to the reporter of the Global Times on the 9th that "the idea of the International Energy Agency is relatively 'double standard'. When it comes to being burdened by a single source of supply, China has encountered numerous situations and many experiences of being" choked "by other countries. In fact, a single source of supply exists in many countries. How can it be considered a threat when it comes to China?"

Chen Yang, a visiting researcher at the Japan Research Center of Liaoning University, told the Global Times that the oil crisis in the 1970s had a considerable impact on many developed countries at that time. At present, the G7 is actively building a new energy supply chain that excludes China, and it is also because they have lingering fears about the oil crisis. They are self reliant, and China has certain advantages in new energy resources and new energy technology. They are worried that China may "block" them in certain aspects. This move is essentially a "decoupling and chain breaking" towards China, and can also be seen as G7 countries realizing that it is difficult for a single country to compete with China in some fields and attempting to "unite" against China.

The best response is to make oneself strong

Despite the noise of "decoupling and disconnection" with China's new energy industry chain, Global Times reporters at the World Power Battery Conference felt that many foreign companies demonstrated an urgent desire to engage in broader cooperation with Chinese enterprises in the development of new energy. At the conference, Sun Quannan, Vice President of LG New Energy, and Jiro Honda, Global Vice President of Panasonic Holdings, both gave positive evaluations of China's new energy industry.

Hungary is the guest of honor of this conference. At the conference, Hungarian Ambassador to China Bai Sidi said that Hungary is one of the global centers for cooperation between western automobile manufacturers and oriental battery manufacturers. China's new energy vehicle industry has made significant progress, and Hungary and China have maintained good cooperation in this field. In 2020 and 2023, China will be Hungary's largest source of foreign investment, including 7.34 billion euros of investment from CATL, the global leader in lithium battery R&D and production, and the recently announced investment project of Yiwei Lithium Energy.

At the conference, a business leader of Tianyi Li Industry told Global Times reporters that as an important global market for new energy vehicles, the Inflation Reduction Act has had a certain impact on Chinese companies, including some Chinese companies building overseas factories to avoid the impact of the bill's provisions.

In the short term, China may not have a significant impact due to its relatively complete industrial chain. However, in the long run, this strategy of the United States is worthy of Chinese companies' vigilance. "This person in charge analyzed that China's new energy industry has undergone years of development, and the industrial system is extremely large and complex. The United States needs to make up too many lessons, and the possibility of catching up with China in the short term is very small.

The staff of Tianyi Lithium stated that although the US government continues to resist and suppress China. However, the business industry understands that the new energy sector cannot bypass China, so it is still closely integrated with China's industrial chain, and "decoupling and chain breaking" cannot be achieved at all. He also told reporters that Europe is also afraid of relying too much on China for new energy, so it is vigorously developing its own new energy industry. However, China has developed early in this field, and Europe has no choice but to cooperate with China. It is only a matter of the "proportion of cooperation participation".

Wang Zhengqiang, Chairman of Yibin Lithium Bao New Materials Company, said in an interview with Global Times reporters, "The global competition is like this. With the development of new energy in China, we must accept the challenges of Western countries. The best response for Chinese companies is to make themselves stronger

"The new electric vehicle battery can withstand the severe cold," the German Bild reported on the 8th, introducing an innovative achievement of Chinese battery start-ups. Usually, in cold temperatures, the performance of the battery will decrease. According to research, the loss of Electric vehicle battery range caused by cold can be as high as 35%. This is a real problem for electric vehicles. Starting companies from China now claim to have found a solution. Its battery has a thermal management system that can rise from minus 15 degrees Celsius to 25 degrees Celsius within 5 minutes. This technology can minimize range loss caused by low ambient temperatures. Most importantly, it is said that batteries use superconductor materials, which can exhibit astonishing effects at low temperatures.

Bai Ming told Global Times reporters that as the technological content and market share of China's high-tech products continue to increase, the cost for some countries to "block" us is also increasing. "Ultimately, in the new energy industry chain, Chinese enterprises need to enhance their product competitiveness

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