无法在这个位置找到: head.htm
您的位置: 主页 > 读书 > 女生 > This Chinese Battery Maker Hopes to Power Up the Global Elec

This Chinese Battery Maker Hopes to Power Up the Global Elec

A dusty village on the outskirts of Ningde, a third-tier city in China’s southeast, seems an unlikely place for the headquarters of a potential global leader in future automotive technology.

Yet China’s top-down industrial policy diktats – move up the value chain, clean up polluted urban skies, and shift to plug-in cars – have Contemporary Amperex Technology Ltd (CATL) poised to go from hometown hero to national champion, and beyond.

China’s answer to Japan’s Panasonic and South Korea’s LG Chem has tripled its production capacity for lithium-ion car batteries in the past year to keep up with a surge in China’s sales of electric cars.

After a second major funding round completed in October, the company’s value quadrupled to 80 billion yuan ($11.5 billion), CEO Huang Shilin said last week.

CATL, which hopes to list on Beijing’s over-the-counter exchange as part of plans to raise at least another 30 billion yuan ($4.32 billion) by 2020, could be a dominant force globally.

It has already overtaken LG Chem in lithium-ion car battery output, and is chasing down Panasonic and Warren Buffett-backed BYD .

CATL plans to grow its battery capacity sixfold by 2020 to 50 gigawatt hours, which could put it ahead of Tesla Motor Inc’s gigafactory in Nevada.

“We continue to walk where the country guides us,” Huang said. “We hope by 2020 we can achieve performance and price that lead the world.”

The company, founded just five years ago, is already pushing beyond China’s borders, with offices in Sweden, Germany and France and plans to build a factory in Europe. Company representatives say that because of non-disclosure agreements they can only list BMW as a customer for now.

Despite the ambitious expansion, the emerging segment’s dependence on government policy and rapidly evolving technology is not without risk.

A123, a U.S. automotive battery maker, went from IPO to bust in just three years as battery costs remained stubbornly high and orders dried up.

“People think we’re a big successful company, but we think we’re in jeopardy every day,” marketing director Neill Yang said. “The market environment and technology changes so fast that if we don’t follow the trend we could die in three months.”

Building a Champion

To become a Chinese champion, a battery maker must first shed any foreign investment to be eligible for subsidies and other policy support, people in the industry say.

Before he set up CATL, Robin Zeng had started Amperex Technology Ltd (ATL), a company now majority-owned by Japan’s TDK.

ATL initially had a 15% stake in CATL, but liquidated that holding last year, Yang said, when electric vehicle sales first started to take off. He declined to elaborate on the circumstances of that divestment.

TDK separated from CATL to focus on batteries for mobile consumer electronics, but still collects royalties on some intellectual property used by CATL, a spokesman for the Japanese company said.

转载请注明:“ 转载地址:http://www.yuepashe.com/dushu/nvsheng/201908/2777.html ”。

上一篇:Brainstorm Health: Autism Rates Rise, Genetic Depression Ris
下一篇:没有了

您可能喜欢

回到顶部