As an important member of the largest Tesla battery supplier and the first two super battery factory, Matsushita Battery Daily said, is considering cooperation with her again, to build a super battery factory in Chinese.
It is revealed that Tsuka Chihiro, President of Panasonic, revealed the future battery production plan at CES exhibition, and said it might produce batteries for Tesla in China.
According to his statement, because Tesla has plans to start local production of products in Shanghai, Matsushita batteries are also considering to promote Chinese factory investment, although not yet finalized in detailed plan Chinese production Tesla battery, but the battery has Panasonic considering the possibility of the plan.
In this regard, the industry in the "Securities Daily" reporter interview, said that up to the present, the cooperation of both sides is mutually beneficial. China, as the largest market of electric vehicles, is not only able to quickly occupy the market for Panasonic and Tesla, but also to copy the previously successful cooperation mode to the new factory, which is a good choice.
Panasonic battery to promote investment in China
According to public information, the current electric vehicle battery car battery is the world's largest supplier, the first half of 2017, Matsushita occupies 29% share of the plug-in hybrid and electric vehicle battery market, its competitors, BYD, LG chemical Ningde times held 13%, 10% and 9% market share.
Since 2008, Panasonic has been the exclusive supplier of lithium battery technology in Tesla. According to the data, in 2013 and 2014, Panasonic provided nearly two hundred million lithium batteries for Tesla.
At the same time, Panasonic is also an important partner in the Tesla super battery plant. In 2016 January, Matsushita and Tesla jointly invested $5 billion to build a super battery factory in the state of Nevada, has become the world's largest car battery factory, has been put into production before the day.
According to the day before the Tsuka Chihiro formulation, Matsushita is currently considering the production of battery for the future Chinese Tesla factory, its production is in the state of Nevada is factory.
Tsuka Chihiro said that although detailed plans for producing batteries in China have not been finalized, Panasonic is already considering the possibility of producing a Tesla battery in China.
And the reporter noticed that as early as last May, it was said that Panasonic would invest hundreds of millions of dollars in a power - battery factory in Jiangsu, China. The factory is located in Suzhou, Jiangsu. The battery is the same as the 18650 type three yuan lithium ion battery used by Tesla, and Panasonic will set up a joint venture with Chinese partners.
Localization production
In fact, over the past year, there have been many rumors that Tesla will build cars in China.
As early as last October, it has been reported that Tesla had signed an agreement to build a factory in Shanghai Free Trade Zone, the factory built houtesila still need to pay the import tax of 25%, but the company will have the full right of control, and low production and transportation costs are likely to bring countervailing duties the expenditure.
At that time, Tesla told reporters that "in order to better serve the Chinese market, Tesla is working with the Shanghai municipal government to explore the possibility of building factories in the area."
In this regard, auto industry analyst Zhong Shi said in an interview with reporters, the "Securities Daily", to build a factory for Tesla significance. Despite the fact that Tesla still has to pay 25% of its duties, the total cost of Tesla's production of cars in China will significantly reduce the cost of logistics and spare parts and attract Chinese consumers at a lower price.
Cui Dongshu, the Secretary General of the association, told the "Securities Daily" that for Tesla, China's market potential has not been thoroughly excavated. In particular, if its Model 3 models are domestically made, under the cost advantage, more and more consumers will be recognized as an important opportunity for the second time to take off.
It is worth noting that, according to the recent sales data released by Tesla, though the output of its Model 3 vehicle has risen sharply in the fourth quarter of last year, there is still a big gap from the previous target.
At the same time, Tesla announced the day before, once again postponed Model 3 weeks to produce 5000 vehicles "production plan, according to the latest forecast, before the end of the first quarter, the company is expected to produce about 2500 vehicles a week Model 3. This data has been halved compared with previous commitments.
In this regard, Tsuka Chihiro said that Panasonic battery also postponed the original delivery date of the car battery, affected by Tesla's capacity targets. He said that although this would have an impact on the performance, the earnings by the March 2018 will cover the downgrade and will not have a big impact.