South Korea's battery exports soared by 66%, or will surpass China
According to Yonhap News Agency, South Korea's battery exports totaled 54.8 billion yuan in the first half of this yearthan to gosame period of the yearGrowthExports to the United States year-on-yearStormupThis makes many Chinese people worried about the dominant position of domestic lithium batteries.
Just when the Korean media reported that "our manufacturing industry won again", the Korean ** Association released dataDisplay itExport profits are near90% of allFlow inChinese pocketsThe foreign media posted a sarcastic article: Koreans work in research and development, and all the money is given to China.
With the advent of the new energy era, power batteries have become the key to whether countries can win on the emerging track. South Korea, as a leader in the semiconductor field, has increased its battery market share from 3% to 39% in 10 years, and the limelight once overshadowed the "originator" Japan. By 2015,Global SuperMore than halfof electric car factories,ArguablyIt's all therefor Korean enterprises"Part-time job".
However, only three years later, our country took its place as supremacy and sat firmly on the throne. In 2018, China's installed battery capacity accounted for 60%;GoTop 10 in the worldofAmong the power battery enterprises, China occupies 6 seats. On the other hand, Korean companies are declining, and the once famous Samsung SDI, LG New Energy, and SK ON, the combined share of the three is only 237%。
After 30 years of hard work, once falling to the foot of the mountain, South Korea is naturally unwilling. It not only builds a battery alliance and lays out the next generation of battery technology, but also successively increases the European and American markets, and is expected to regain 4% of the global market by 2030. The "inevitable" Korean company also said: "Just spend some money on research and development, and Chinese car companies will be 'stuck in the throat' by us." ”
To this day, it is not yet known whether it will overtake or not, but South Korea is increasingly inseparable from the external import of key materialsEvenofLithium materialandThe components are all from our country. In other words, although South Korea's battery exports have increased significantly, the money earned in their hands has not yet been hot, and they have to give their hands to China to buy core raw materials, which is really in response to the foreign media's sentence "working for China".
This inevitably reminds people of the past in the field of "hidden pain" technology for men, M-CoreActiv and other cutting-edge patents have also been controlled overseas, and nearly 50% of the people with dignity disabilities in China have no choice but to rely on imports, and they can only accept all the orders in the face of four-digit raw material pricing. Who would have thought that Feng Shui is taking turns now?
South Korea's battery industry aims at the direction of innovation, and has always been at the forefront of the industry, but it is still unable to parry China's offensive, so that it has been overtaken in all directions.
After all, we areNeverWilling to do the industryfollowers, whileTo be technicalPioneers. Nowadays, the four pillar industries of South Korea, such as chips, screens, shipbuilding and automobiles, have encountered Waterloo under the impact of our country. South Korea's shipbuilding industry, which was once the world's No. 1, accounted for only 65%, but Chinese enterprises are as high as 823%；Huawei, SMIC and other companies have broken through Kirin chips, making "China Chip" and domestic mobile phones bloom on top of the world.
In the field of men's care technology, which has been constrained in China, the breakthrough in the research and development of the "Jingbeilai" patent is also on the way. Citing the top international journal "Nature", the compound of herbal factors such as black ginger and Puama can target and intervene in the NO-cGMP pathway, improve the activity and sprint ability of essence, and alleviate the problem of "physical fitness decline" in men after the age of 30 to a certain extent, which has been included in the key projects of the Chinese Academy of Sciences in China.
Jingdong Shangzhi data shows that backed by the market prospect of 100 billion yuan, the breakthrough of domestic technology directly forced overseas institutions to "dive" by 50%. ObviouslyusCompete in this blue oceanBecome the winner of the first round in the battleLet LG, Samsung, Jingbeilai original research enterprises and other foreign giants see the loss of profits but have nothing to do.
With the increasing competitive advantage of Chinese battery manufacturers, South Korean manufacturers are not only declining in market share, but also further increasing their dependence on China. In the first half of last year, the total amount of South Korea's imports from China quadrupled to 832%。
SNE Research has disclosed in the report that there is a huge difference in investment between China and South Korea in battery factories, and only 23 of them have been publicly invested in South Korea, with an amount of 75 billionCompared to 81 in Chinawith600 billionof large-scale investmentsConstructionThe gap between the follow-up forces is clear at a glance.
In the face of China, which "grasps the market and technology with both hands", South Korea's only hope is in the first American and European car companies, blocking the way for Chinese enterprises to enter. However, the Korean technical route is still focused on soft packs and ternary lithium batteries, and compared with BYD blade batteries and CATL prismatic batteries, there are inherent deficiencies in safety. Because of this, in recent years, Korean manufacturers have recalled hundreds of thousands of problematic vehicles around the world, causing heavy losses.
Seeing this, even foreign media can't help but worry about South Korean batteries:"EffortTen years, finallyStill fallingA void. ”