Look at the layout of the new energy vehicle and battery materials industry

It is understood that BYD entered the Korean market with its pure electric vehicle "e6 400" and pure electric bus "K9" in the first half of this year. Recently, BYD and South Korea's charging infrastructure companies have cooperated to complete the adaptive testing of charging infrastructure in South Korea, and the Korean government is in the process of approving BYD's application. However, things did not go smoothly, and BYD’s approval certification encountered some difficulties. According to the requirements of the Ministry of the Environment of the Republic of Korea, only electric vehicles with less than 10 hours of full charge on the no-load charging infrastructure (7 kW) can receive subsidies. At present, the electric vehicle battery capacity in the Korean market is generally between 16 and 28 kW, and it takes 5 to 7 hours to fully charge.

The BYD e6 400 is equipped with an 80 kW battery and is fully charged for 13 hours. Not only is the e6 400 so, Tesla Model S and Model X have more than 10 hours of charging time, so they are not eligible for Korean government subsidies. Therefore, there is a conclusion that South Korea and China are mutually exclusive. The national protectionism of both sides - the fertilizer and water are not flowing outside the fields. In fact, it is understandable that South Korea sets the standards of South Korea, China sets the standards of China, and wants to share some of the places of others. That means to meet the market of others and make changes.

Enjoy Korean subsidies

South Korea is also working to develop new energy vehicles, and government subsidies are quite powerful. Different from China, the direct beneficiaries of Korean subsidies are consumers, effectively curbing the phenomenon of deception. South Korea plans to subsidize 1 million environmentally-friendly and energy-efficient vehicles by 2020, and increase the proportion of environmentally-friendly and energy-efficient vehicles from the current 2% to 3% to 15%. The Ministry of Environment of the Republic of Korea said that it will increase subsidies for environmentally-friendly and energy-saving vehicles such as small and medium-sized hybrid vehicles and electric vehicles from 2015, and plans to subsidize 34,417 environmentally-friendly and energy-efficient vehicles this year. Consumers will purchase new energy vehicles, and the South Korean government will increase subsidies. In 2016, hydrogen fuel cell vehicles will receive 27.5 million won (about 22,000 US dollars) per subsidy, and pure electric vehicles will cost 12 million won per vehicle. $9,600), the subsidy for the hybrid car is 1 million won ($800), the consumer tax on the purchase of new electric vehicles can be exempted by 5%, the registration tax can be exempted by 7%, and the total purchaser can be exempted from the purchase of 4.2 million won ($3,600). Tax.

Hybrid vehicles: Hybrid vehicle subsidies are below 97g/km for greenhouse gases, and five cars are compliant: Hyundai Sonata 2.0, Prius 1.8, Prius 1.8V, Ford Fusion 2.0, and Lexus 2.0.

Electric vehicles: The Ministry of the Environment said that it plans to subsidize 3,000 electric vehicles this year. Currently there are six subsidized models, namely Kia RAY, Renault Samsung SM3, Chevrolet SPARK, BMW i3, Kia SOUL and Nissan LEAF.

Hyundai-Kia is the representative of the development of new energy vehicles for Korean car companies. The products include K5 Hybrid, K7 Hybrid and Sauer Pure, New Sonata, ix35 Hydrogen Fuel Cell, and New Tucson.

Korean power battery company in China

Recently, there is news on the Internet that the Chinese government has issued new regulations. If lithium batteries installed on electric vehicles based on NCM (nickel-cadmium-manganese) materials will not be subsidized, the battery products of LG Chem and Samsung SDI are mainly made of NCM. . For Korean battery companies, the new rules are no different from the blue sky. They have established lithium battery production lines in China and are planning to expand their business.

Whether the news is true or not is not yet forensic. Previously, the “Notice on Soliciting Opinions on the Proposal to Suspend the Use of Ternary Materials Powered Lithium Ion Batteries on Commercial Vehicles” issued by the relevant departments was only for the safety and stability of ternary materials used on commercial vehicles. problem. Based on the inconclusive news, there are people catching the wind.

From the perspective of industrial layout, more and more lithium iron phosphate manufacturers have begun to pay attention to the development of ternary materials, and South Korea's Samsung SDI and LG and other power battery manufacturers, mainly focus on the ternary lithium battery in the production capacity layout. China's new energy passenger car market still has a large demand for high-quality batteries. Even if commercial vehicles are suspended from using ternary batteries, Korean battery manufacturers are still very competitive in China.

South Korea's LG, Samsung or Panasonic and other foreign battery companies have established a production base in China through joint ventures, which is also a practice to cater to the Chinese market. BYD has also entered into cooperation with KCC Automotive Group of Korea KCC, and KCC Automotive Group has completed the certification of e6 400. The K9 certification work is directly carried out by the BYD headquarters. If the entire certification process goes well, BYD plans to participate in the electric vehicle civilian supply business initiated by the Ministry of Environment of the Republic of Korea in the first half of this year.

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