Since Huawei 5G surpassed US companies and gained the right to speak in the communications market, the US, which claims to be the overlord of technology, seems to have been touched by a "sensitive nerve" and has become very afraid of high-tech Chinese companies. After nearly three years of stalemate, the United States has a feeling of "all plants and trees" towards Chinese companies.
Recently, 31 Chinese physical enterprises were included in the UVL restriction list. The reason given by the United States is novel, saying that "it is impossible to confirm where the technical products of these Chinese companies will eventually be used." This is clearly the "false" of bullying .
, what people never expected is that the United States, which has been pushing to "decouple" from us, has recently taken the initiative to give Chinese companies a "large order for energy storage" of US$1.2 billion, or approximately RMB 8.6 billion! What's going on?
As we all know, in recent years, in addition to the semiconductor industry, the new energy vehicle market has also been the focus of attention, and its scale is expected to exceed 1,300 billion yuan in 2027! It is precisely for this reason that many countries regard the new energy vehicle market as a key development project for investment and support in order to gain the right to speak in the industry.
And battery technology, as the core of new energy vehicles, is undoubtedly the key to determining the final pattern of this trillion-dollar market. What is exciting is that my country's new energy battery technology field is not as weak as the semiconductor industry, but is in a global leading position under the promotion of , CATL and other companies.
public information shows that CATL's share in the global new energy battery field reached 33.9%, ranking first, and the Korean company LG, which is closely behind, is only about 16%.
In order to make up for the shortcomings in its local new energy battery field, the United States has repeatedly issued invitations to CATL and promised generous subsidy funds, hoping that this Chinese company can go to the United States to build factories and bring core technology to the other side of the ocean.
, but the result is obvious to all. Although it was once rumored that CATL would invest $5 billion to build a factory in North America, it was always a sensation. At the same time, CATL publicly announced an investment of 14 billion yuan to build a factory in China and selected the new factory in , Henan Luoyang, .
It is obvious that after high-tech Chinese companies such as Huawei encountered core cuts, the United States has been labeled as "unreliable". Many Chinese companies, including CATL, have recognized the situation and are unwilling to join them.
You should know that the new energy vehicle market is now fierce, and all countries and regions are racing against time in their corresponding investment layouts. If you take a step later, you may lose all the market.
The United States seems to be unable to sit still because they have never been able to obtain the core technology of CATL. The best proof is that it is 100 million yuan of "specially supply large orders".
CATL is at the top level in the industry in terms of battery product safety, energy density, battery life, etc. Even Musk, who once mocked my country's new energy vehicles for not innovating, his Tesla brand now relies heavily on CATL's batteries.
In addition, CATL has applied for more than 10,000 core patents, and has huge advantages in many tracks such as lithium-ion battery , cobalt-free battery , etc. In contrast, a number of new energy battery companies in the United States seem to be a bit "pale".
Although the United States does not want to help the development of Chinese companies and is even more reluctant to see the rise of China's high-tech, in order to avoid falling behind in the new energy vehicle market, it can only quickly deliver the "big purchase order" with both hands.
Now it seems that Ni Guangnan The old academician said it is right. Core technology cannot be bought. Only when we have food in our hands can we no longer be controlled by others.
Although the final pattern of the new energy vehicle market has not yet been settled, we are glad that we have a large number of technology companies full of family and country feelings such as CATL, BYD , and Huawei. We can fully believe that as long as we insist on independent research and development and master more core technologies, the final victory will definitely belong to China!
