Panasonic develops new batteries for Tesla, 'rich' domestic suppliers in the supply chain

According to foreign media, Panasonic is working to develop a new battery for Tesla based on the prototype of Tesla's battery cell, in order to 'advance' the ten-year cooperative relationship with Tesla. According to Panasonic’s Chief Financial Officer Hirokazu Umeda, the new battery pack is a larger cylindrical battery called 4680, which can store more energy and is easier to manufacture. It will reduce battery costs by half by 2030. , The key to the goal of increasing production by nearly 100 times. Japan was the first country in the world to commercialize lithium batteries and once monopolized the global market. Then, with the global allocation of output and the advancement of lithium battery technology in other countries, my country and South Korea have rapidly risen in the global lithium battery market, and their market share has continued to increase. At present, from the perspective of the models installed by various battery companies, the companies with the largest number of installed vehicles are CATL, BYD, AVIC Lithium, LG Chem and Panasonic. At present, the batteries of the Tesla system are mainly supplied by Panasonic, LGC and CATL, and in the ten years before 2019, they will be supplied exclusively by Panasonic. Tesla said that in the early selection of Panasonic, it is important to consider its excellent battery performance, which is conducive to the promotion of Tesla electric vehicles. After the introduction of LGC and Ningde era, it is important to consider the safety of the battery supply chain. The production bottleneck in 2018 will eventually make Tesla decided to add a new supplier to the battery supply of the Shanghai plant. Nomura Oriental analyst Zhang Xinhe said that from the perspective of the global lithium battery supply chain, Chinese companies are emerging in the Panasonic supply chain. In the third quarter of 2020, the Tesla reverse car market has risen sharply globally. Northeast Securities expects Tesla to deliver 700,000 vehicles globally next year. In the third quarter, Tesla's delivery volume reached a new high. Model 3 has been successful in China, the United States and Europe. With the delivery of Model Y, the subsequent production of the German plant, and the continued expansion of the Chinese plant, Tesla will further develop. Kaiyuan Securities believes that in addition to Tesla, the data of emerging car manufacturers continue to improve, which is expected to promote the global resonance of the industry’s prosperity; this round of upward cycle is a critical period for the domestic high-quality supply chain to go global. There has been a relatively good trend in the high barrier links such as the negative electrode. The plate has reached the time window for layout again. Northeast Securities believes that Tesla is the most sure big opportunity for electric vehicles in the future, and its upstream and downstream industrial chains are worthy of focus. In Panasonic's cathode supply system, there are a large number of companies in my country's materials industry. Including Xiamen Tungsten Industry, Umicore, Fangyuan Environmental Protection, Hunan Zhongwei, etc., the negative electrode supply system includes Beiterui, Putailai, etc., the diaphragm link includes Enjie, etc., and the electrolyte field includes Jiangsu Guotai and Xinzhoubang Wait. Disclaimer: Some pictures and content of articles published on this site are from the Internet. If there is any infringement, please contact to delete.