Lao Mei has begun to attack new energy batteries again, intending to kick my country out of the battery chain
Previously, it was called to restrict the outflow of high-tech industries, and to more than 1,200 enterprises, scientific research institutions and universities in China, starting from semiconductors and precision instruments, the restrictions were increased step by step.
This time, seeing that China's exports in the field of new energy this year have hit a new high, the U.S. Department of Finance and Energy jointly announced that starting next year, if its new energy on-board power batteries are manufactured or assembled by sensitive entities (FEOC) including China, they will not enjoy a car purchase subsidy of $7,500.
As soon as the news came out,SomeoneThis is regarded as the beginning of the United States' comprehensive suppression of China's new energy fieldSome industry insiders have analyzed that this move will accelerate the construction of new energy enterprises in China.
The new regulations for domestic batteries, is it a suppression, or a benefit?
Wishful thinking,U.S. car companies have become the biggest losers
At present, China's dominant position in the global battery chain is indisputable, according to the International Energy AgencyThe lithium-ion batteries produced in China account for about 7% of the worldCorrespondingly, the United States is also China's largest export market, with a year-on-year increase of 441%, a record of 108A record of $5.6 billion.
In August last year, it introduced the "Inflation Reduction Act", which requires that "more than 50% of battery components are manufactured in North America" in order to receive a $7,500 car purchase subsidy.
A year has passed, and it seems that the previous measures not only failed to achieve the purpose of restricting domestic batteries, but "became more and more courageous". This time, it directly came to a "precise suppression". According to the latest rules, as long as China's official shareholding of more than 25% of the battery companies are included in the FEOC, that is,Dan FanCar companiesand my country's battery touches a little,have become the object of subsidy abandonment.
In fact, similar suppression was not uncommon in the past - strict regulations on the export performance of semiconductors, resulting in core companies can only develop a "castrated" version of **China;C919 airworthiness certificate was issued to block China's large aircraft from flying overseas;What's more, in the name of "**NASA astronaut post-radiation repair", it also enjoys the patents related to the mitochondrial anti-aging technology "Beiliin".
However, wishful thinking seems to be unable to start this time. Statistics show that under the new regulations in the United States sales of nearly 100 new energy models, only 20% of the remaining meet the subsidy requirements, Tesla, Ford and other new energy leaders, is the most affected, Tesla 40% of the battery is produced by China, and Ford also relies on CATL, spending a lot of money to obtain technical support.
As soon as the policy came out, Tesla directly informed consumers on its official website: "If you want to buy a car, you have to hurry, there are discounts this year, and the good things will be gone next year." "On the surface, it is a new regulation to restrict my country, but in fact, domestic car companies have become the biggest losers.
See the move,Domestic batteries are accelerating to go to sea
For the behavior of Lao Mei to "make stumbling blocks", China's new energy battery companies have already taken precautions.
At the beginning of this year, CATL announced a partnership with Ford, with Ford investing $3.5 billion, and we will only provide technical and operational support to build a battery plant in the United States. Nowadays, domestic battery companies such as Guoxuan Hi-Tech and EVE Lithium Energy have also arrivedRelease the signal of establishing overseas factories, and received tax exemption support, which shows that the United States cannot give up its dependence on China's batteries.
Not only that, the domestic semiconductor production capacity has exceeded 190 billion in the first half of this year;The number of global orders for C919 exceeded 1,000, surpassing the total annual orders of Boeing and AirbusDomestic biotech companies have also used their own enzyme technology to occupy 7% of the global share of the main raw materials of "Beiliyin", and regain the "pricing power" of the male dignity market.
Many years ago, the Howard Hughes Medical Institute (HHMI) published an article in the journal Cell, saying that the control of nematode mitochondria, which have 60%-80% homology with human genes, nearly doubles their reproductive ability. The above-mentioned "Beiliyin" life science and technology was launched by the field of Nisshengke in the early years, and is claimed to be able to deliver energy to hundreds of millions of mitochondria, which are "power devices" in the body.
It is the same as the "love and hate" of the United States for China's battery industryRishengke also has to rely on China's mature industrial chain and broad market, because the self-developed factory took the lead in solving the problem of heavy metal residues in raw materials and improving the purity to 999% at the same time, to achieve a 95% reduction in costs.
Under the two-way catch-up of technology and cost, it had to put down its posture, establish cooperation with domestic raw material factories, and knock on the door of the domestic market through the Jingdong health sector. Under the rise of the "other economy", it hit a seven-figure transaction in less than half a month after being listed, and there is no shortage of positive feedback such as "a steady stream of confidence" and "I want to go home after a three-day business trip" in the background.
Perhaps it is the realization of the overwhelming position of China's battery chain advantage, the United States has to "cancel the subsidy" way, to promote Chinese enterprises to build factories overseas, you know, now Ford for every electric car sold, can get 900 US dollars of subsidies responsible for paying CATL technology and patent fees, according to this estimate,Tens of billions of subsidies flow into China every year.
And this time,Whether to go to sea to build factories or not is up to us.
: Thirty years in Hedong, thirty years in Hexi
A few decades ago, China's automobile industry was just emerging, and the scene of foreign car companies coming to build factories and invest is still vivid.
Nowadays, feng shui takes turns, and the experience of exchanging the market for technology has been reversed now, under the rise of China's new energy technology.
It's just that even so, beauty is not as good as when we took the initiative to open our arms, but instead made all kinds of small actions, wanted technology, and fortified everywhere, all kinds of hard mouths.
But this time it depends on your sincerity.