The hottest technical defect caused lithium batter

2022-07-30
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Technical defects caused the lithium battery leader A123 to apply for bankruptcy protection. It is difficult to promote new energy vehicle products.

the bankruptcy of American A123 company is definitely a big blow to the development of global lithium batteries and new energy vehicles! Yesterday (October 17) afternoon, Yu qingjiao, the founder of China's battery, expressed such feelings in an exclusive interview with the daily economy

however, Yu qingjiao did not agree with the theory that the new energy Foam Burst hotly discussed by many market observers. In his opinion, the foam discussed should be aimed at the irrational enthusiasm of the capital market for new energy. However, from the perspective of the industry itself, new energy still represents the future development trend. At present, small lithium batteries have been successfully used in computers and notebooks. The warning significance of the bankruptcy of American A123 company to the new energy vehicle industry is to speed up the research on battery pack products and solve technical problems. Only in this way, three to five years later, with the improvement of brand, technology and market supporting chain construction, the whole new energy vehicle market is expected to usher in a truly all-round start

a123 bankruptcy is more a case phenomenon

on the evening of October 16, Beijing time, a123systemsinc, a leading global manufacturer of automotive lithium batteries, is headquartered in Massachusetts (AONE) announced that it had applied for bankruptcy protection for its U.S. business because it could not repay the loan on schedule, and planned to sell its automotive business assets to its U.S. competitor and auto parts supplier Johnson Controls, Inc. at a price of $125million

affected by this, as of Tuesday's close, A123 shares closed at US $0.062, down nearly 75%

although the news that A123 company was on the verge of bankruptcy due to financial difficulties has been heard all the time since the beginning of the year, as a new energy battery benchmarking enterprise with a history of 12 years and the halo of MIT, its official conclusion still shocked the whole industry. Mine hoist

communicated with several lithium battery bosses. I felt that the bankruptcy of A123 had a great impact on domestic enterprises. It was not a sudden loss of direction, but on a bumpy road, you were driving a Mercedes Benz, and you were still 300 miles; Learn to slow down and brake, and more importantly, change a suitable car. After the news that A123 applied for bankruptcy protection came out, Yu qingjiao, the founder of Chinese battery, posted such a microblog

yesterday (October 17) afternoon, daily economy interviewed Yu qingjiao about the bankruptcy news. Yu pointed out that although new energy vehicles do have many difficulties from the perspective of the industry as a whole, such as insufficient construction of the industrial chain, many of the reasons for A123's bankruptcy are unique. The most important one is its over reliance on a single customer, fiskera, a luxury electric car manufacturer, based on the above analysis utomotive

it is reported that in an American consumer report test at the beginning of this year, the recycling economy of waste plastics was roughly divided into waste plastic recycling, sorting and crushing, recycling granulation, recycled material processing products, etc., Fisker Kama electric car suddenly stalled, and A123 had to announce the recall of defective battery packs. The high cost that the company paid for this made A123 record a loss of more than US $100million in the first quarter of this year and continue to lose nearly US $83million in the second quarter. This also shows the huge risk of new technology in large-scale product applications. The sample material can be divided into metal and non-metal

since then, Fisker has reduced the number of battery orders for A123. It is worth mentioning that since 2009, in order to promote the development of electric vehicle battery industry, the U.S. government has provided nearly $1.3 billion in subsidies to battery manufacturer Yuangong, who is rated as a model worker by our company every year. Among them, A123 system company has received about $250million in subsidies from the U.S. Department of energy

four factors make it difficult to promote new energy vehicles

while emphasizing that A123 bankruptcy is more a case, Yu qingjiao also said that domestic enterprises still need to be alert to the overall risks of the industry

on the whole, the development of new energy vehicles in China under the promotion of policies is good, but it is also an unavoidable fact that the market sales have not gone up. However, even for countries and regions with advanced lithium battery technology such as the United States, Europe and Japan, the development speed of the local new energy vehicle market is relatively slow. It can be said that the global new energy vehicle market has not really started yet, and there are still many problems in product promotion

talking about the causes of this situation, Yu qingjiao put forward four points. Among them, the most important reason is the low market recognition caused by low cost performance. Take the battery produced by A123 as an example. Its product price is about three times that of ordinary lithium battery, and it has almost become a luxury; The same is true in China. The total price of a pure electric bus may be nearly 2million yuan, of which the lithium battery costs 5.6 million yuan; The second reason is the insufficient construction of the lithium battery industry chain. The most direct impact on users is that the car is unable to run halfway, but there is no convenient power station to go. Moreover, in this regard, not only China's investment is insufficient, but even the United States has not solved the problem of the industry chain. In addition, resistance and obstruction from the traditional energy industry is also a major reason; Finally, in the post economic crisis era, the United States, Japan and other countries with lithium battery core technology have increasingly set up technical barriers through patents. At the same time, the quality of lithium batteries produced in China can not fully meet the market application standards, which makes it more difficult to promote the market of new energy vehicles

Yu qingjiao said that it can be predicted that in the next few years, manufacturers that do not have core competitiveness and speculators who are only enclosure factories will be eliminated in the whole industry ecosystem. In the field of new energy vehicles, whether it is the national team represented by central enterprises, the foreign-funded team represented by Volkswagen and BMW, or the private enterprise team represented by Chery and Wanxiang, who can ultimately win will depend on their technical competitiveness, capital reserves and long-term strategic planning. In the absence of core technology and market support, it is inadvisable to carry out the great leap forward plan with government subsidies. (daily economy)

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