The top ten international news in the battery new energy industry in 2023: breaking through and reborn to foresee the future

Looking back on 2023, this year will see geopolitical turmoil, frequent extreme weather, and frequent major events around the world. It is a year full of challenges and opportunities for the battery and new energy industry.

This year, the new energy industry has demonstrated strong resilience and development potential. The production and sales of new energy vehicles have reached new highs, independent brands have led the way, the construction of new power systems has been accelerated, and the volume of new battery technologies has accelerated;

This year, the new energy industry also faced many difficulties and challenges. The industry was involved throughout the year, the elimination competition of new car-making forces accelerated, overseas trade barriers were frequently set up, and quality accidents in the new energy industry continued...

The storm is turbulent and the years are turbulent. Battery Network has compiled and taken stock of the top ten international news in the battery new energy industry in 2023, breaking through the situation and foreseeing the future; drawing on the strength to move forward and embarking on a new journey.

New energy going overseas has become a benchmark

On December 28, 2023, the latest data from the Japan Automobile Manufacturers Association (JAMA) showed that from January to November, Japan's automobile export volume was 3.99 million vehicles. During the same period, according to statistics from the China Automobile Association, China's automobile export volume was 4.412 million units, a year-on-year increase of 65.1%. This also means that China has surpassed Japan and become the largest country in automobile exports, and the global automobile landscape is undergoing a reorganization.

In addition to local exports, China's new energy industry chain companies are focusing on strengthening overseas layout, and the overseas construction of new energy vehicles, batteries, and materials is accelerating. According to statistics from the Battery Network, currently, the number of Chinese lithium battery companies building overseas factories has reached 32 (including battery cell and module PACK factories). Among them, 22 factories have announced planned production capacity , totaling more than 552.5GWh. In the field of materials, since 2023, there have been 24 overseas layout trends in the midstream materials field of the domestic battery new energy industry.

Some institutions predict that after 2024, as the localization of Chinese automobiles "going overseas" deepens and overseas production bases expand into surrounding areas, the scale of China's domestic exports may enter a plateau period. At the same time, due to the rapid development of China's new energy market and complete industrial chain, overseas industrial chain giants have also invested in China one after another, hoping to gain a certain market share in the future development process.

In December 2023, Tesla completed the land acquisition contract in Shanghai and announced the official launch of the Tesla Energy Storage Gigafactory project. This project is Tesla's first energy storage Gigafactory project outside the United States; in the same month, Volkswagen Anhui The Cupra Tavascan, a pure electric model exported to the European market, has been officially put into production. News shows that Volkswagen plans to invest a total of 23.1 billion yuan in Anhui; on November 22, 2023, the sixth-generation power battery project building of BMW’s Shenyang production base was officially capped and the main body of the building was completed. The total investment in this project is 10 billion yuan, and BMW's full-process development and verification capabilities for localization of new energy vehicles have been further strengthened...

Comments from this website: 2023 coincides with the 10th anniversary of my country’s joint construction of the “Belt and Road” initiative. China’s new energy industry has risen on the international stage. Enterprises in the industrial chain no longer rely solely on cost advantages to compete with international competitors, but are Use its own production capacity advantages and technological advantages to gain overseas market share. Because of this, not only wholly-owned Tesla vehicles and energy storage have settled in China, but also industrial chain companies such as LG New Energy and Eenko are seizing the Chinese market. It is expected that In the future, more related companies will invest in China.

Accelerating the intelligence of new energy vehicles

On December 28, 2023, at the Xiaomi Automobile Technology Conference, in addition to introducing the mechanical qualities, Lei Jun’s introduction never broke away from autonomous driving, and mentioned AI technology at least 4 times. It can be seen that the intelligence of cars is following the AI The development of technology has entered a new stage. Not just Xiaomi Auto, since 2023, the new energy vehicle intelligent track has ushered in a rapid development node, and intelligent technologies such as valet parking and intelligent driving have become battlegrounds for military strategists.

Huawei , which is also a technology company entering the automobile market , although it does not build its own cars, has contracted the "soul" of the cars. At the launch of Wenjie's new M7 in September 2023, Huawei simultaneously stated that Huawei's ADS 2.0 high-end intelligent assisted driving system will open nationwide high-end intelligent driving functions before the end of the year.

In addition, on August 4, 2023, Toyota China also announced the establishment of a joint venture with Pony.ai and GAC Toyota, with an investment of more than 1 billion yuan. In the future, the joint venture will provide external vehicles for autonomous driving produced by GAC Toyota. Toyota's all-electric vehicle platform for taxis.

As a pioneer in driverless driving, Musk mentioned at Tesla’s May 2023 shareholder meeting that users of the FSD beta version have driven a total of 190 million miles (approximately 306 million kilometers), and its safety will far exceed that of human driving in the future. members, reaching 10 times the safety level. In September, Musk once again announced that Tesla will launch L4-L5 fully autonomous vehicles in 2023. Starting from the V12 version, FSD will remove the Beta suffix, indicating that FSD will become the official version and the autonomous driving industry will enter the fast lane.

Comments from this site: Intelligence, as a technological revolution in the automotive industry, provides competitive advantages for increasingly homogeneous products. Whoever captures the commanding heights of intelligence will dominate the development of the automotive industry in the future. The arrival of technology giants has also accelerated the shift of the new energy vehicle market to a new level of intelligence. For established car companies, they need to change their car-making thinking as soon as possible, redefine their transformation strategies, and initiate changes from multiple dimensions such as organizational construction.

Technology export reverse joint venture starts

In the context of the new energy transformation and development of the global automobile industry, independent technological advantages continue to be exported and recognized by the international market, and the joint venture and independent pattern of China's auto market has undergone tremendous changes. On October 26, 2023, Stellantis Group plans to invest approximately 1.5 billion euros to acquire approximately 20% of the equity of Leapmotor. At the same time, Stellantis Group and Leapmotor will also establish a company called " A joint venture company of "Leapao International".

On July 26, 2023, Volkswagen announced that it would invest approximately US$700 million in Xpeng and acquire 4.99% of Xpeng Motors' shares at a price of US$15 per American Depositary Receipt (ADR). Volkswagen's investment in the shares is currently completed. The two parties will develop Volkswagen brand electric vehicles based on Xpeng's model platform, smart cockpit and autonomous driving technology.

In addition, Volkswagen also announced that Audi has signed a strategic memorandum with its joint venture partner SAIC. It is reported that Audi intends to use the modular electric vehicle platform of SAIC's Zhiji brand.

Comments from this site: The accelerating leap forward in the new energy vehicle era has made China the leader of a new round of automobile industry reform. In this wave of electrification, Chinese and foreign car companies have interchanged roles and reversed the trend of joint ventures. What is highlighted behind this This is China’s leading advantage in new energy vehicles. At present, the formulation of new rules is in the hands of Chinese car companies.

The energy storage market shows demand differentiation

In 2022, the Russia-Ukraine conflict brought huge fluctuations to the international energy market, and EU electricity prices soared, causing the European household storage market to surge. Entering 2023, electricity prices in Europe have fallen and user demand has declined. However, due to high demand in the early stage, some companies were overly optimistic and production capacity expanded disorderly, causing household savings to enter an inventory clearance cycle. However, the large-scale energy storage industrial and commercial energy storage market maintains rapid growth, and the entry threshold for large-scale energy storage markets in overseas markets is relatively high, and the competition pattern is relatively good.

In 2023, mainstream battery companies will successively receive orders for industrial, commercial and large storage batteries from the international market. For example, in November, Haichen Energy Storage announced the supply of 10GWh of advanced energy storage products to FlexGen, a US energy storage technology provider and system integrator, and the supply of 1GWh of advanced energy storage products to Perfect Power LLC, a US comprehensive energy storage facility provider. In October, Narada Power announced that it was supplying a 178MWh energy storage lithium battery system to a British energy storage project company. In September, the Western Australian government announced that CATL would provide containerized liquid-cooled battery systems for the Kwinana battery phase II project and the Collie battery project...