In the global new energy battery market, CATL is undoubtedly one of the most representative companies in my country. Its battery chip technology can be said to be among the best in the industry, and its battery installed capacity is far ahead of other competitors. Even the famous Tesla is also a "little fan" of CATL.
Everyone knows that technology is the primary productive force. Whoever masters more advanced technology will have greater voice in future competition.
According to data estimated by international market research firm Technavio, the new energy battery market size will exceed US$37.6 billion in 2025. This means that the competition in the new energy market will become increasingly fierce in recent years.
Although the United States is a major technology country and often regards itself as a "technology overlord", it is obvious to all that it has always only allowed itself to be the first, and it cannot stand it that foreign high-tech enterprises are better than their own companies. Otherwise, the market structure will be forcibly changed through solicitation or sanctions. The experience of Huawei and ZTE is the best proof.
For CATL, the United States re-used the same trick and adopted the solicitation strategy to invite the Chinese company to build a factory in the United States. Although news broke last year that CATL planned to invest 31.8 billion yuan to build a large battery factory in North America, the news has not been officially confirmed by CATL.
And judging from the current situation, the United States may be disappointed. Because on September 28, CATL officially announced a major decision to invest 14 billion yuan to build a new factory. But the factory is not in the United States, but in Luoyang City, Henan Province, my country.
This decision by CATL is of great significance, which can not only create more jobs and drive the economic development of the Central Plains region. More importantly, this move can further improve the domestic new energy battery industry chain and enhance domestic battery cell technology.
For CATL itself, investing in and building factories is the only way to expand its business territory. Only by continuously increasing production capacity can we better meet the market demand of supply and demand, thereby consolidating our industry position and obtaining more revenue and profits.
In fact, CATL has also increased its layout in the overseas market in the past two years, with a total investment of 50 billion yuan, and has successively built battery factories in Germany, Hungary and other places. However, although the United States is eager to build a factory in the United States, the Chinese company has not taken any practical action.
You should know that nowadays, all countries are accelerating the layout of the new energy electric vehicle industry, and batteries, as the core part, are undoubtedly the most critical supply chain links regarding the performance of automobiles' endurance, power and stability.
Although the United States has huge advantages in semiconductor , it has obvious shortcomings in new energy battery technology. The reason why CATL strongly invited CATL to build a factory in the United States was to use this to boost its local battery industry, and then gain the right to speak, just like the chip industry, it will hold the world.
But the United States obviously underestimated the backbone of Chinese companies. Compared with the generous conditions for building factories, CATL cares more about cutting-edge battery cell technology belonging to our China, and it will not be exchanged no matter how much it is given.
What's more, the lessons of Korean new energy giants LG and SKon are still vivid in my mind. As soon as the matter of building a factory in the United States was finalized, it was asked by American companies to share technology, which can be said to be more than worth the loss. Faced with this situation, how could CATL "knowing that there is a tiger in the mountain, but he went to Tiger Mountain"?
Some netizens may ask, what should the US do if she is now disgraced and destroys CATL with the mentality of using personal revenge and sanctions against CATL?
actually doesn’t have to worry too much, because we master the core technology in the field of new energy batteries, which is also the confidence of CATL.The United States obviously will not impose blind sanctions, otherwise it will only make a group of American new energy companies at a loss, which is tantamount to shooting itself in the foot.
Facts have proved that the old academician of Ni Guangnan is right. If you want to avoid being "bottled", you must increase research and development and take the core technology into your own hands. Only by "having food in your hands" can you "remain calm in your heart".
In the environment of increasing technological competition between China and the United States, I hope that domestic manufacturers can abandon the concept of " comprador ", adhere to the independent development route, and become a backbone and responsible national enterprise like Huawei and CATL!
