The key to controlling new energy vehicles lies in the price. The top battery technology that CATL has also made them profitable, but it is obviously not as competitive as that of BYD , which built its own cars. So I had the idea of cooperating with Tesla. I had previously been determined to go to the United States to build a factory, but now I regret it. What is going on?
competition in the battery industry
After Tesla was produced in China, the overall price of vehicles has dropped significantly. In addition to the cost of building factories in China, the most important thing is that battery technology has been improved. Although it has its own supply chain, it does not have any advantage in battery technology compared to advanced battery manufacturers.
Currently, the top domestic battery manufacturers are BYD and CATL, while the offshore include Panasonic , LG Chem, etc. Since BYD's batteries are basically only available for their own use, their market share is not as good as CATL, which has also become the world's largest automotive battery manufacturer.
According to the latest data statistics, CATL accounts for more than 50% of the domestic market share, and also exceeds 34% of the international market share. Tesla, , Mercedes-Benz and other factories in China all use CATL's batteries. It is precisely because of its high cost performance that it has won the favor of Tesla and invited it to build a factory in the United States.
CATL is naturally willing to hold Tesla's "thigh". The person in charge has expressed his opinion many times: "You must go to the local US market!" The meaning of this sentence is also very obvious. In fact, it is a statement that it is willing to accept the conditions proposed by Tesla and start more in-depth cooperation in acquiring land and building factories in the US. Indeed, the two sides can cooperate successfully, and CATL's market position will be further improved.
CATL is not blind to building factories in the United States. Previously, Apple issued such an invitation, but for "novice" who does not have any technology, he directly chose to refuse. However, in the face of the temptation of Tesla's market share, CATL was obviously a little uncontrollable, and even disclosed its corresponding investment plan, but unexpectedly, the current trend has changed again.
According to the latest news, CATL has announced an investment of 14 billion yuan to build a factory in Luoyang, Henan. This factory will be used to produce power batteries after it is put into production. In addition, the factory in Hungary and Germany has also started construction smoothly, with a total investment of more than 50 billion yuan, but strangely, there is no news when it is built in the United States.
The domestic battery industry in the United States is weak, which is also the reason why Tesla went to China to build a factory, in order to have a more advanced battery supply, and has a foundation for cooperation with CATL. If the factory in the United States can use CATL batteries, it will save a large part of the cost, but TSMC's "experience" has become a factor that has to be guarded against.
CATL gave up building a factory in the United States?
After the United States proposed the corresponding subsidy plan, TSMC also went to the United States to build a factory with hope, but she never thought that as soon as the factory started construction, the United States' "face" was exposed. The agreed subsidy payment was not in place, and TSMC had to bear the cost of building a factory 50% higher than the local area.
and Zhang Zhongmou's prediction of became a fact. After the factory was established, not only was he asked to hand over the core data, but he had to risk the technology being taken away at any time. Moreover, even if the factory can finally be put into production, it is difficult to achieve real profits due to the increase in costs such as labor and transportation.
Currently, the cooperation between Chinese and American companies is not as beautiful as imagined. In addition to the experience of TSMC, CATL naturally needs to re-evaluate the construction of factories in the United States. Korean companies LG and General cooperate to build factories in the United States, and they are required to share core technologies. The purpose of the United States is also very obvious.
If CATL insists on building a factory in the United States, it will definitely have to pay the corresponding price. It is definitely impossible to obtain the so-called subsidy, and it is constantly rising in terms of costs, and it is difficult to achieve final profits. Therefore, it is a very wise decision for CATL to give up building a factory in the United States.
Tesla's battery technology is flawed and has completely developed top technology. There is no need for CATL to mess with it. You should know that Tesla's local sales are not good, and its main market comes from China. Therefore, it is not very meaningful to build a factory in the United States. What do you think about this?
