Biden announced new rules to suppress China's power batteries?Foreign media The situation has expanded
New energy vehicles have become one of the first choices for many people when buying a car, especially with the gradual development and maturity of related technologies, the further improvement of vehicle systems, as well as the problems of battery life and safety have been solved to a certain extent, and auxiliary equipment such as charging piles have also been further improved, and more and more people are buying new energy vehicles.
Especially in China, new energy vehicles are available everywhere, and many people choose to buy new energy vehicles. With the support of China's huge market, domestic new energy vehicle companies such as CATL, BYD, Xpeng Motors, and NIO have also begun to develop rapidly, and have been applied to the international market, which has had a significant impact.
Today, new energy vehicles are mainly divided into electric vehicles and hydrogen vehicles, and Japan is mainly engaged in the development of hydrogen vehicles, while China, the United States, and South Korea are among the countries with the fastest development of electric vehicles.
Will Biden announce new regulations?
Tesla, a U.S. new energy vehicle manufacturer, and BYD and Xpeng Motors, both Chinese manufacturers, are world-renowned electric vehicle manufacturers with significant international influence and market share. China and the United States are also two of the most technologically advanced countries for new energy vehicles.
But it's worth noting that companies such as CATL, BYD and South Korea's LG have the largest market share of batteries used in new energy vehicles, and most of the battery orders from U.S. new energy vehicle manufacturers come from these companies.
The ternary lithium batteries used by CATL and BYD have had a huge impact on the global market, and CATL has even surpassed South Korea's LG battery company to become one of the largest battery companies in the global new energy vehicle market share.
Unexpectedly, some time ago, there was news that the United States issued new regulations, and the use of Chinese or assembled electric vehicle battery configurations in the United States will no longer enjoy tax deductions. Some experts said this time it was to limit the share of Chinese battery makers in the U.S. market. For the use of the so-called"Economic concerns"The $7,500 subsidy for components of U.S.-made electric vehicles will be eliminated.
Foreign media: The situation is bleak.
In fact, this is not the first time that the United States has targeted Chinese battery manufacturers like CATL, for example, the United States has actually been eyeing CATL before CATL went to build a factory in the United States. This move by the United States is actually setting up"Barriers"To protect the development of the country's battery industry, as foreign media said: things have been done too much.
Judging from the current situation of the electric vehicle and battery market, the United States basically only has Tesla, a world-renowned manufacturer, although Tesla has long occupied the world's largest market share in new energy vehicles, but Tesla is actually more dependent on imports in terms of batteries.
Tesla's proprietary power battery is the 4060, but the 4060 battery has not yet been installed in the car, and it is uncertain when it will be installed in the car. Tesla's batteries mainly come from ternary lithium battery manufacturers such as CATL and LG.
In addition, Tesla is aiming for global expansion, with three of its five Gigafact factories located overseas. Fundamentally, this means that Tesla, while valuing U.S. bases, doesn't really rely on the U.S. Given Tesla's previous plans to build a factory in Mexico and invest in India, Tesla's ** chain is still relatively dependent on Chinese manufacturers.
It also means that Tesla is likely to look for other international factories if the U.S. continues to crack down on Chinese EV batteries and even increases costs for EV makers that use Chinese EV batteries by removing subsidies, an industry expert said.
When it comes to EV batteries, safety, range, and charging speed are very important metrics. CATL's ternary lithium batteries are excellent in terms of range and charging speed, and BYD's batteries are also safer than most EV batteries on the market today.
The key points of new energy vehicles are the battery, the vehicle system and the vehicle design. Tesla is developing rapidly in terms of automotive systems, whether it is a self-driving system or a well-known one"Sentry mode"。But when it comes to batteries, Tesla is still struggling to compete with Chinese manufacturers.
Relevant data shows that in 2022, China will surpass Japan to become the world's second largest car exporter after Germany;In the first three quarters of 2023, China's total auto exports surpassed Japan and Germany to become the world's largest auto exporter. Among them, the proportion of new energy vehicles has risen to more than 20%. From these data, it is not difficult to see that the development of China's new energy vehicles is very fast, which is actually inseparable from the rapid development of China's battery industry.
Postscript. Both China and the United States are developing rapidly in the field of new energy vehicles, but when it comes to batteries, Chinese manufacturers have many advantages. In an effort to protect domestic battery manufacturers, Biden has enacted a new rule that removes subsidies for electric vehicles that use Chinese-made batteries, which could have serious consequences and could cause Tesla to turn its attention to other markets.