Author ：Iflowpower – Portable Power Station Supplier
At the beginning of March, the latest national electric motor vehicle Swedish Co., Ltd. signed a strategic cooperation agreement with Ningde Times New Energy Technology Co.
, Ltd., and the two sides will carry out in-depth technical exchanges and research and development cooperation, and build industries. Ecology.
The reporter found that the recent dynamic lithium-ion battery companies and car companies are frequent. Only at least 4 battery companies such as Tang Jun cars and car companies have reached a strategic cooperation with the car companies last month, and both parties are not satisfied with simple supply and demand relationships. More and more companies chooses a deeper strategic cooperation, also presenting a diversified trend in cooperation models.
At the same time, these seemingly simple cooperation reflects the new ideas of the new energy automotive industry under the new energy automatic industry. The cooperation model is diverse. At present, the cooperation between domestic battery companies and car companies is generally divided into three kinds.
The first strategic cooperation is simple to consider price factors and supply. In order to stabilize the relationship between the two parties, vehicle enterprises often give battery companies to be prioritized. For example, last December 22, FAW Passenger Co.
, Ltd. And Jiangsu Chunlan Cleaning Energy Research Institute Co., Ltd.
organized a strategic cooperation agreement in Jiangsu Taizhou. According to the agreement, FAW passenger car will use Chunlan Battery Products as a strategic cooperative supplier of Chunlan as a dynamic lithium-ion battery. The second is a depth binding cooperation formed by multi-dimensional considerations such as product development, market development, business model innovation.
For example, the Watma New Energy Automobile Industry Innovation Alliance and Zhongtong Bus will conduct comprehensive cooperation in three fields such as technology, products and market promotions this year. Wang Zhenyu, general manager of Watma Battery Co., Ltd.
said: "Cooperation of Watma and Zhongtong Bus is the cooperation of the innovation alliance, involving raw materials, parts, vehicle and equipment manufacturing, and associated with new energy vehicles Operating platform, financial services, etc., can supply a single set of solutions from the production to sales of cooperation companies. "The third is the cooperation based on capital, and this relationship is more solid and stable under the driving of common interests.
For example, Far East Minor Energy and Detroit Electric Auto and other companies jointly investive Emperi-Spencer Electric Automotive Co., Ltd. is a typical capital partnership; the cooperation between Boston batteries and landfronts, they are in common shareholders in Beijing Jinshajiang entrepreneurial investment management Company match.
Wang Qing, assistant to assistant, director of the Development Research Center of the State Council, believes that cooperation on the capital level can maintain a more stable, harmonious collaborative relationship. Meeting market demand is more important in fact, the power lithium-ion battery and car enterprise cooperate is not new, but in different stages of the new energy automotive industry, both parties to cooperate and drive factors. Ma Junfeng, senior Boston Battery Development, believes that the importance of power lithium-ion battery companies and car enterprises is divided into two phases: the first stage is seriously reached with battery companies in order to obtain stable battery supply due to severe battery shortage.
At the second stage, the battery production has a large scale, and the overcapacity of production is forcing battery companies to ensure sales, active and cargo enterprises, and the level of cooperation is constantly deepening. In fact, the two situations mentioned in Ma Junfeng are concentrated in 2015 to 2016. In 2015, since the outbreak of the new energy vehicle market is much higher than that of the company expects, the power lithium-ion battery company has not expanded in time, and the quality battery is not visible.
At this time, the domestic power lithium-ion battery is not only a long supply cycle, but the bargain is small, and the product quality is unstable, and the after-sales service is imperfect. Therefore, in order to obtain a high-quality and stable battery supply, there are even many car companies to grab the battery, and the production bottleneck of many cars is due to the lack of battery supply. At this time, the cooperation between the battery companies and the car enterprises is more active, and its purpose is to ensure the supply of batteries.
In 2016, the domestic new energy vehicle market has undergone major changes, affected by fraudulent verification, many car entries, and the production of enthusiasm. At the same time, the battery production has begun to rise, and the production of domestic battery companies has exceeded the number of demand for electric vehicle markets in the same period. For sales, the battery company is actively looking for a car to seek cooperation.
With the gradual resumption of subsidy, the market-oriented use of new energy vehicles is gradually enhanced. Wang Qing believes that vehicles produced by cars cannot be only in accordance with national subsidies, and it is also necessary to meet the needs of the market, which will also promote the deepening of car companies and battery companies. Deep cooperation advantages The benefit of the depth cooperation with the car and enterprises and battery companies is first conducive to the innovation of business models.
It is understood that the cooperation between the vehicle enterprises and the battery company and the supplier of suppliers have always been sufficiently stable, and the two sides can jointly carry out innovations in business model. For example, Watma has launched "Rental, eight-year warranty, solid shift, active charging" model, has been promoted to 17 provinces, 26 cities. Second, deep cooperation is conducive to enhancing the R & D efficiency of car companies and battery companies.
Wang Qing said to the reporter: "It used to be the requirements for the performance indicators of the car enterprise to the battery company. R & D work is borne by the battery company, high cost, low cycle, low efficiency, and the development of the two can achieve something half-mexic. "Third, effectively improve product matching, safety.
When the vehicle company is designed in the vehicle, it may be designed according to the battery prototype, which makes the layout of the battery more reasonable;. Ma Junfeng explained to the reporter that most of the foreign battery packs were produced by the vehicle factory, and the domestic vehicle companies were responsible. Therefore, there will be problems with battery packs and vehicle adaptivity of domestic vehicles, and the depth participation of battery companies.
Will effectively improve the adaptability of both. Everything has two sides, experts pointed out that the products developed by battery companies and car companies have high matching, which means they have poor compatibility for other technologies and products, once the industry has changed significant technology, battery companies and vehicle companies Will face significant losses. .
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