What kind of cooperation is needed between battery companies and car companies?

In early March, the latest available pure electric vehicle production qualification of the country to the electric vehicle Sweden Limited (NEVS) and Ningde Times New Energy Technology Co., Ltd. signed a strategic cooperation agreement, both sides will carry out in-depth technical exchanges and cooperation in research and development, to build industry Ecology.

The reporter found that the recent power battery companies and car companies have frequent interactions. Only last month, at least four battery companies, such as Camel Group and Tang Jun Automobile, reached strategic cooperation with the car companies, and the two sides are not satisfied with the simple supply and demand relationship. The more companies choose deeper strategic cooperation, the diversified trend in the cooperation model. At the same time, these seemingly simple cooperations reflect the new ideas of transformation and upgrading of the new energy automobile industry under the new industrial ecology.

Diversified cooperation models

It is understood that at present, the cooperation between domestic battery companies and car companies is roughly divided into three types. The first type of strategic cooperation simply considers price factors and supply. In order to stabilize the relationship between the two parties, car companies often give battery companies a certain priority. For example, on December 22 last year, FAW Bus Co., Ltd. and Jiangsu Chunlan Clean Energy Research Institute Co., Ltd. held a signing ceremony for a strategic cooperation agreement in Taizhou, Jiangsu. According to the agreement, FAW Bus will use Chunlan as a strategic cooperation supplier of power batteries, giving priority to Chunlan battery products.

The second is the deep-binding cooperation formed by multi-dimensional considerations such as product development, market development, and business model innovation. For example, on February 15 this year, the Waterma New Energy Automobile Industry Innovation Alliance and Zhongtong Bus cooperated in three areas of technology, products and marketing. Wang Zhenyu, general manager of Waterma Battery Co., Ltd. said: "The cooperation between Waterma and Zhongtong Bus is a cooperation at the level of innovation alliance, involving raw materials, parts, vehicles and equipment manufacturing, and related to new energy vehicles. Operating platforms, financial services, etc., can provide cooperative companies with a complete set of solutions from production to sales."

The third is cooperation based on capital. Driven by common interests, this relationship is more solid and stable. For example, Far East Smart Energy and Detroit Electric Vehicles jointly invested in the establishment of Detroit Electric Vehicle Co., Ltd., which is a typical capital cooperation relationship. The same is true for the cooperation between Boston Battery and Land Local Boat. They are limited in venture capital management in Beijing Jinshajiang, the common shareholder. The company is hand in hand. Wang Qing, assistant to the director of the Market Economy Research Institute of the Development Research Center of the State Council, believes that cooperation at the capital level can maintain a more stable and harmonious cooperative relationship.

Meeting market needs is more important

In fact, cooperation between power batteries and vehicle companies is not new, but in different stages of the new energy vehicle industry, the depth of cooperation and driving factors are not the same. Ma Junfeng, senior director of battery development in Boston, believes that the cooperation between power battery companies and car companies is mainly divided into two stages: in the first stage, due to the serious shortage of batteries, car companies will actively cooperate with battery companies in order to obtain a stable battery supply; In the second phase, battery capacity has risen on a large scale. Overcapacity has forced battery companies to cooperate with car companies in order to ensure sales volume, and the level of cooperation has also deepened.

In fact, the two situations described by Ma Junfeng were concentrated in 2015~2016. In 2015, as the outbreak of the new energy vehicle market was much higher than the company's expectations, the power battery companies did not expand in time, and the supply of high-quality batteries was in short supply. At this time, the domestic power battery not only has a long supply cycle, a small bargaining space, but also has outstanding problems such as unstable product quality and imperfect after-sales service. Therefore, in order to obtain high-quality and stable battery supply, car companies have even experienced the phenomenon that many car companies are rushing to grab batteries. The capacity bottleneck of many car companies is due to insufficient battery supply. At this point, the cooperation between battery companies and car companies is mostly for car companies, the purpose is to ensure the supply of batteries.

In 2016, the domestic new energy vehicle market has undergone a major transformation. Due to the influence of fraud and verification, many car companies have adopted a wait-and-see attitude and their production enthusiasm has declined. At the same time, battery capacity began to increase in volume. At present, the planned capacity of domestic battery companies has exceeded the demand for electric vehicles in the same period. Battery companies are looking for cooperation to find cooperation with car companies.

As the subsidy policy gradually declines, the market-oriented role of new energy vehicles is gradually increasing. Wang Qing believes that vehicles produced by car companies can not only meet the requirements of state subsidies, but also meet the needs of the market, which will also promote the deepening of cooperation between car companies and battery companies.

Deep cooperation advantage is obvious

The in-depth cooperation between car companies and battery companies brings many benefits, first of all to facilitate the innovation of business models. It is understood that the cooperation between automakers and battery companies, such as automakers and suppliers, has always been stable enough that both parties can jointly innovate in business models. For example, Waterma's "automobile rental, eight-year warranty, solid-moving, and active filling" model has been extended to 17 provinces and 26 cities.

Second, in-depth cooperation is conducive to improving the research and development efficiency of car companies and battery companies. Wang Qing told reporters: "In the past, all car companies have requested performance indicators from battery companies. The research and development work is all undertaken by battery companies. The cost is high, the cycle is long, and the efficiency is low. The cooperation between the two can achieve twice the result with half the effort."

Third, effectively improve product matching and security. When designing a complete vehicle, the vehicle manufacturer may design according to the prototype of the battery to make the layout of the battery more reasonable. In addition, due to the intervention of the battery enterprise, it is beneficial for the vehicle enterprise to consider the battery safety problem from the whole vehicle design level.

Ma Junfeng explained to reporters that most of the foreign battery packs are produced by the OEMs, while the domestic battery companies are responsible for the battery packs. Therefore, there are problems with the battery packs and vehicle adaptability of domestic automakers. Will effectively improve the adaptability of the two.

Everything has two sides. Experts point out that the compatibility between battery companies and car companies is high, which means that they have poor compatibility with other technologies and products. Once the industry has a major technical turn, battery companies and car companies Will face significant losses.

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