Chinese enterprises prepare for the risk of decoupling! China is ready, the United States has cut off its own retreat!
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According to key statistics, China will export 4.91 million units in 2023 and will become the world's largest exporter of automobiles in the coming period. In addition, a quarter of the world's export vehicles are new energy.
Now, China's new electric vehicles are popular all over the world, and the United States is increasingly worried. Therefore, they will start with the power battery, does this mean that China's battery will be disassociated from them? China has done a good job of "back-handing", while Europe and the United States are paving the way for themselves.
Separation of batteries between U.S. and Chinese companies.
China's new energy vehicle industry has developed rapidly in recent years and has become the world's largest consumer of new energy vehicles. Such development is inseparable from the grasp and development of key technologies by Chinese enterprises. CATL is the world's largest battery manufacturer, both in technology and in China, it occupies an absolute advantage.
With CATL's extensive use of new energy vehicles, China's new energy vehicles will become its main driving force**. BYD has also achieved good results in new energy vehicles.
In 2009, new energy vehicles accounted for 1.4 of China's 4.91 million cars, a huge export volume that shows that China has achieved a leading position in power batteries. Taking lithium-ion batteries as an example, China has a relatively complete industrial chain from mining, production to the export of final products, and is at the forefront of the world.
The United States, which is also one of the world's largest car companies, wants to cause trouble for them when they see that China's electric car market is so hot. According to the rules set by the United States, if American companies also purchase batteries from China before 2024, they will not receive a maximum of 7,500 yuan in subsidies. The U.S. intends to divest Chinese companies from China, so that those companies that want to get subsidies have to choose to abandon them.
Moreover, the U.S. Department of Defense has ordered that it is not allowed to buy six Chinese companies such as CATL and BYD.
China has long been a "back hand".
The more the United States restricts, the more flaws will be exposed, otherwise, the United States can rely on its own strength to fight them in an upright manner, instead of playing this kind of trick in the back. Tesla, Ford, General Motors and other U.S. car companies have deep relationships with Chinese battery manufacturers, so U.S. companies simply won't abandon them.
As a result, most U.S. companies have chosen to buy batteries from middle companies instead of subsidies.
In this contest between China and the United States over new energy batteries, China is already in the lead, and China has been making the most important raw materials for the United States to do "backhand". It is known that China imposed import controls on gallium and germanium in August, and months have passed and the effects are just beginning to be felt.
With China's gallium and germanium exports to the U.S. plummeting, U.S. companies have had to source gallium and germanium raw materials from elsewhere at a higher cost. Gallium germanium (GASB) is the core component of the development of new energy vehicles.
The United States has lost the supply of gallium and germanium from China, and it is almost impossible to establish its own production line, that is, the United States will not help China's energy batteries. Even with South Korean and Japanese battery makers involved, U.S. companies will prioritize Chinese companies' technology and markets.
The United States is now riding a tiger, and when they realize that they can't help it, they will come to Feng Yu.
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