Text: Mushrooms talk about science and technology.
As we all know, the United States intends to strengthen the scrutiny of Chinese companies in battery production and other fields to cooperate with American companies, and Ford, which previously set up a joint venture with CATL, has frequently encountered pressure. Not long ago, the United States banned the relevant departments from purchasing batteries produced by six Chinese companies.
Many analysts believe that according to this process, the United States is likely to have a wider range of restrictions on the production of batteries in China. At least for now, it's not a good sign.
China's advantages in battery production are obvious to all, in order not to suffer from the situation of being cut off in the futureTesla, the U.S. giant, announced that it will buy idle CATL equipment from China and open a small production plant in the United States. It is reported that CATL's participation is quite low, and it is only responsible for the installation of related equipment, and almost does not participate in production and operation.
The US media pointed out that Tesla's move can effectively circumvent "sanctions".
However, Tesla has evaded the "sanctions", but it is quite unfriendly to the batteries of Chinese companies.
We all know that in the past, the cooperation between CATL and Tesla was relatively close, and since 2020, it has been moving towards Tesla in large numbers. The following year, CATL became Tesla's largest businessman. According to the data, in 2021, Tesla purchased orders of 13 billion yuan, accounting for 10% of CATL's total revenue. In 2022, this data will rise again, and it has reached 38 billion lithium battery sales.
From this, we can see that CATL's position in the ** chain of American enterprises is gradually rising. Originally, if we continued at this pace, everyone could win together. But now, Tesla wants to expand its own production capacity, although it may not have much impact on CATL's orders. However, this kind of transportation equipment to the United States for its own production, and not allowing CATL to participate in the action, is not conducive to CATL's own plan to enter the US market.
If nothing else, this model may be further imitated by the rest of the American car giants. For example, Ford, which has set up a joint venture with CATL, has encountered a lot of pressure on the joint venture to set up a factory, and the biggest calculation of the United States is to exclude Chinese companies from their batteries. At that time, what should the ** of Chinese enterprises do?
And it's not just the U.S. market that's hard to squeeze into, but Europe as well. In the eyes of EU car companies, the technological advantages of China's batteries have had an impact on themIn the context of excessive hype of protectionism in the West, there have been a series of things such as the anti-subsidy investigation bill for Chinese enterprises and the strict review of foreign investment in Europe. However, industry insiders do not believe that the EU is the right choice, especially since they are excluded from cooperation by the relevant US bills.
But it still can't change the cruel reality, that is, they always think that we have hurt their market interests. It can be expected that in the future, both Chinese car companies and Chinese battery manufacturers will face huge challenges in the European and American markets. It may be more difficult for them to squeeze into these two markets.
In the era of globalization, we can not only focus on our own one-third of an acre, but more to open up the market and strengthen international influence in overseas markets. What do you think about this? Feel free to leave a comment, like and share with you!