Tesla has made new breakthroughs in battery procurement, while using batteries from Panasonic and LG Chem. A ministry announcement from the Ministry of Industry and Information Technology revealed that Tesla has changed battery procurement and no longer has a soft spot for Panasonic, adding LG Chem.
Recently, the Ministry of Industry and Information Technology released the latest “Recommended Vehicle Catalogue for Promotion and Application of New Energy Vehicles” (the 11th batch in 2019). This recommended catalogue includes a total of 102 pure electric models and 44 plug-in hybrid models. . Among them, the domestic Tesla Model 3 produced by Tesla’s Shanghai plant became a bright spot in the list. According to the catalog, the domestic Tesla Model 3 is named TSL7000, and the battery cells of Panasonic and LG Chem are used at the same time. The NEDC range of the two battery versions is 445km and 455km, and the energy density of the battery system is 145Wh. / kg and 153Wh / kg.
At the same time, according to the national subsidy policy, the domestic version of the Model 3 will enjoy a subsidy of 24.75 million yuan, which means that the price of the domestic Model 3 starting from 355,800 yuan will fall to about 330,000 yuan.
Regarding the battery supply situation, the reporter from First Business Finance today verified with Tesla and LG Chemicals that both parties said “there is no information to disclose.” However, a person in the Korean power battery industry who asked to remain anonymous told First Financial News that Tesla’s Shanghai plant’s selection of LG Chem’s batteries has become “an established fact” and said that the order has led LG to make a decision to increase production capacity in China. . The reporter of First Financial also learned from insiders of LG Chem that its first plant in Xingang has been put into production, and the second plant (LG Chem Binjiang New Energy Technology Co., Ltd.) located in Nanjing Binjiang Development Zone is also starting to recruit engineers and operations in China. The core production positions such as workers and technical administrators employ more than 100 people.
Recently, in the event of Panasonic Zhejiang Jiaxing investing in the establishment of a wholly-owned kitchen appliance company, Takahiro Honma, president of Panasonic Corporation’s Northeast Asia Company in China, said that Tesla’s first batch of products in the Shanghai plant, and Panasonic did not provide batteries, which does not rule out the possibility that it may be The Shanghai plant supplies batteries, and said that Panasonic has three battery plants in China. Among them, Suzhou and Wuxi plants are lithium batteries, and the Dalian plant is specialized in batteries for electric vehicles. In the future, it will not be ruled out to set up a battery plant in China to supply Tesla. goods.
Earlier, foreign media reported that Tesla has reached an agreement with LG Chem on the supply of NCM 811-matched batteries. To this end, LG Chem has mass-produced the Tesla Model at its first plant in the Xingang Development Zone in Nanjing, China. 3’s 21700 cylindrical lithium-ion power battery, which will be supplied to the upcoming Tesla Shanghai plant. This also means that Tesla said goodbye to the previous situation of purchasing only Panasonic batteries and began to expand the source of battery procurement.
Tesla has been working with Panasonic to operate a lithium battery plant in Nevada. There are various indications that there have been some problems or differences in the cooperation between the two companies. To this day, the capacity of the Nevada lithium battery plant has not reached the planned level, and Tesla CEO Musk said on a social networking site that the production of Model 3 cars has been affected because of Panasonic’s capacity.
In fact, in addition to “hand in hand” with LG Chem, Tesla has previously been reported by the foreign media to discuss battery supply with Ningde Times, and frequently initiated power battery and related companies including Canadian power battery company Hibar Systems Acquisition.
Automotive industry analyst Zhang Qiang said that as the largest proportion of the cost of new energy vehicles, the cost of “three electric systems” in an electric vehicle can reach 40-50% or more, so the cost of power batteries is reduced, and The introduction of products with higher mileage has become the only way for Tesla cars to achieve localization. Compared with the mainstream power batteries in the industry, the NCM 811 battery is characterized by a nickel metal ratio of 80% or more. More, and the cobalt content is reduced to about 10%, which will have great advantages in terms of energy density and cost.
The secretary-general of Zhongguancun New Battery Technology Innovation Alliance, told the First Finance and Economics reporter that in the current power battery market, “coupling and splitting” is being presented at the same time. On the one level, there are also many seemingly unbreakable “alliances” that are changing. While cooperating with power battery companies, OEMs have also begun to build their own power battery plants. Volkswagen, Daimler and other auto companies have announced that they will produce power batteries.
“This helps OEMs to control costs, and in the negotiation process with battery companies, improve their bargaining power and strengthen OEMs’ voice on the industrial chain. On the other hand, the current power battery capacity is limited. It is not yet satisfied that power battery companies will effectively reduce the purchase cost of batteries