Chapter 487: The battle of new energy strategy, the battle of routes

The BMW car moves fast.

Phillips briefly communicated with the headquarters, and was ready to go to Nanshan Battery for an inspection in person.

Combined with this investigation, the next step is to arrange the technical experts of the headquarters to come to inspect and exchange.

If Nanshan Battery can really meet the needs of BMW's electric vehicle development plan, then it will officially cooperate with Nanshan Battery.

Lin Cheng was also a little surprised when he received the news that BMW was coming to investigate, and immediately came to Cao Yang's office to report in person.

"Mr. Cao, so far Nanshan Battery has not supplied batteries to any other manufacturers, and now BMW has suddenly expressed interest in us, will this be because they want to take this opportunity to understand our technical level?"

"After all, the draft of the electric vehicle subsidy released by Yangcheng has caused a relatively large response in the automotive industry, and many people are speculating why Yangcheng has set the range of electric vehicles at 400 kilometers."

"As long as you know more about the situation in Yangcheng, you will inevitably pay attention to our Nanshan battery."

"After all, Yangcheng has achieved this standard, and others know that it can't be set inexplicably."

Although Lin Cheng politely agreed to BMW's visit, it must be false to say that there is no trace of worry and doubt in his heart.

After all, BMW's relationship with Nanshan Group in the past few years has not been good, and even if it eases up this year, it will inevitably make people have some ideas.

"BMW cars move so fast?"

After listening to Lin Cheng's words, Cao Yang's mind immediately began to recall the development information of BMW's electric vehicles.

In 1972, at the Munich Olympics, BMW presented two 1602 Elektro-Antrieb electric cars.

In 2010, the BMW MINI E was officially launched.

In 2013, the BMW i3 was officially launched.

It can be said that among the mainstream car brands, the pace of electrification of BMW cars is not slow.

Even among luxury car companies, BMW is the fastest in terms of electrification.

At this point in time, their MINI E has already started road tests in Europe.

However, the range of this electric car should only be 160 kilometers, and it is still a relatively weak chicken in the future.

Now seeing that there is hope for the range of electric vehicles to reach 400 kilometers, whether it is true or not, BMW should be really interested in learning about it.

Although Lin Cheng's analysis is not unreasonable, the other party's investigation cannot be ruled out for the purpose of understanding the strength of Nanshan battery.

But if you want to give customers a battery, if there is no way to let customers understand your strength, then how can people make up their minds to use you?

Historically, BMW should have been the first foreign-funded auto giant to use batteries produced by Huaxia battery manufacturers, right?

CATL, which did not have any previous experience in electric vehicle battery supply, successfully entered the new track by relying on the supporting opportunities provided by BMW, and finally successfully obtained the supply opportunities of a series of other OEMs by virtue of the opportunity to support BMW.

Whether you admit it or not, the performance of the supply to luxury brands such as BMW and Mercedes-Benz is very important for suppliers.

This can effectively facilitate them to obtain new orders from other OEMs.

Especially in some new energy parts, this demonstration effect is more obvious.

Why did many suppliers in later generations supply Tesla at the cost of losing money?

It's not because of this supply opportunity that we can bring them more orders.

Even if Tesla loses money, there is a chance to earn it back from other customers.

Not to mention that for listed auto parts companies, obtaining orders from Tesla is often good news for raising stock prices.

The amount of loss on the order has long been earned back on the stock price.

This is also an important reason why Tesla can continue to reduce prices and maintain a good yield.

"Mr. Cao, BMW's actions are indeed a bit fast, and their motives are a bit questionable, but I think the reception should still be received, otherwise it's a pity to give up directly."

Just as Cao Yang was thinking about something, Lin Cheng hurriedly added his thoughts.

In case Cao Yang was really affected by his own analysis and directly refused BMW's visit, it would probably be a loss for Nanshan Battery.

Anyway, the technical level of Nanshan battery, the outside world will soon have some understanding.

A simple visit is not so simple to learn the core technology of Nanshan battery.

In particular, most of the production equipment used by Nanshan Battery is specially customized by Nanshan Equipment, and it cannot be bought outside.

This makes it even more difficult for competitors to copy technology.

"The reception must be received, and it must be received with sincerity."

"When the time comes, I'll also make time to meet the people at BMW Huaxia in person and see if we can reach some more extensive cooperation."

Although Xingchen Automobile's sales in China this year have surpassed BMW, it is obviously unrealistic to completely crush BMW cars.

The saying of driving a BMW and riding a Mercedes-Benz has been deeply rooted in the hearts of the people.

This kind of brand influence, Nanshan battery can be borrowed.

At that time, if Nanshan Battery has obtained orders from BMW and has supply performance to car companies such as Xingchen Automobile and Yangcheng Trumpchi, it will be much easier to further obtain orders from other car companies.

After all, at this time, the world's automotive battery suppliers are still relatively weak, as long as Nanshan battery rushes forward slightly, it can sit on the throne of the world's first.

"Mr. Cao, do you also want to participate in this visit of BMW?"

Cao Yang's decision made Lin Cheng feel a little surprised, in recent years, the general main engine factory came to inspect, Cao Yang at most at the beginning and the end of the meeting, the number of accompanying visits is very small.

Unless a person of such a sub-level as the global president of BMW comes to visit, Cao Yang may accompany him throughout the process.

Now that the CEO of BMW Huaxia is coming, Cao Yang also took the initiative to participate in the reception, which made Lin Cheng feel a different atmosphere.

"BMW is now paying more attention to electric vehicles, and they should have plans to introduce electric vehicles in China, or even develop electric vehicles specifically for the Chinese market."

"Therefore, in addition to exploring the technical strength of Nanshan Battery, this investigation should have the idea of using Nanshan Battery as a supplier of BMW electric vehicle batteries."

"Now we are ready to supply batteries to Yangcheng Trumpchi, BMW is interested, and we just take this opportunity to start vigorously developing Nanshan batteries."

"In the future, with the introduction of various electric vehicle subsidies and incentive policies in Huaxia, various car companies will more or less begin to involve in the research and development and production of electric vehicles."

"When the time comes, we will take the lead and are expected to be recognized by various car companies in a relatively short period of time."

"In the future, we will further lay the core position of Nanshan Battery in the battery field."

Cao Yang has invested so much manpower and material resources in Nanshan battery before, so he naturally has high expectations for it.

The battery industry is indeed worth paying attention to.

Otherwise, Cao Yang would not have asked Zhang Fugui to arrange funds to acquire upstream industries such as lithium and nickel mines.

In the future, if the output of Nanshan battery increases, it may refer to the production of some other electrolytes, positive and negative electrode materials, etc., and Nanshan Group will also consider investment layout.

A stable supply chain is very important to play a role in critical moments.

Especially when production capacity is tight, this is an important advantage for you to compete.

"If that's the case, then let's just take this opportunity to show our technical advantages and let BMW know that Nanshan Battery's products are the most leading in the industry?"

"In addition to the core material formula and processing technology, the introduction materials related to battery performance can be well displayed."

"The best thing is for BMW to have full interest in us after this visit, and introduce Nanshan batteries into BMW's supply system as soon as possible."

Cao Yang agreed to Lin Cheng's plan without any hesitation.

Of course, this is also because he knows the development trajectory of BMW and knows that they really want to find a suitable battery manufacturer in China.

Otherwise, if someone from a Mercedes-Benz car or an Audi car came to investigate, Cao Yang estimated that Lin Cheng would only have to deal with the arrangement.

Yangcheng's policy this time has attracted so much attention.

Liu Tianwu naturally had a lot of people on his side to inquire about the news.

And those who can find Liu Tianwu will not be very low-level.

In this way, Yangcheng wants to engage in electric buses and electric taxis, and it naturally spreads.

Even the electric bus is planned to be handed over to Nanshan Yangcheng Commercial Vehicle, and the electric taxi is a cooperation between Nanshan Battery and Yangcheng Trumpchi, and it is also known by people with a heart.

For this reason, Liu Tianwu also made a special phone call to Cao Yang to explain.

"Leader, this is not a secret that cannot be said, we are still thinking about holding a project launch ceremony at that time, and you will have to take the time to participate in it then."

Regarding Liu Tianwu's apology, Cao Yang naturally wanted to say that it had nothing to do.

In fact, it's really not a big deal.

You want to work on a project with Yangcheng, and you still want to keep it completely confidential, how is it possible?

"I've heard that a number of places are preparing to launch similar electric bus projects, and the ministry is also discussing a demonstration plan for '10 cities and 1,000 buses'."

"At that time, in addition to Yangcheng, other cities such as Shencheng, Imperial Capital, Magic Capital, Luzhou, Chuncheng, and Shuangqing may also participate."

"I think this is also an opportunity for Nanshan Battery."

"Of course, you also have to pay attention to other competitors, whether it is BYD or Guoxuan Hi-Tech, they have a very good relationship with the local area, and when the time comes, the electric vehicle demonstration projects in these cities will be obtained by them."

When others inquired about Liu Tianwu's news, he naturally asked the other party for some news.

Not to mention, this time Liu Tianwu really heard some useful information for Nanshan Group.

"It seems that the new energy subsidy related policies of the ministry will be introduced soon."

"Leader, the subsidy policy of Lingnan Province also needs to be helped by you."

"We strive to get electric buses and electric taxis out for trial operation next year."

Cao Yang knew that this time Nanshan Battery's action would definitely be a stimulus to other battery manufacturers.

There are still very few domestic manufacturers of car batteries.

In the future, many of the top ten manufacturers in domestic battery production have not yet been established.

Even if some have been established, the main business is still consumer electronics batteries.

For example, Sunwoda and EVE are now focusing on consumer electronics such as mobile phones and computers.

Even before BYD engaged in F3DM, batteries were supplied to mobile phone and computer manufacturers such as Motorola.

That is, a small number of manufacturers such as Guoxuan Hi-Tech have focused on automobiles from the beginning.

However, there haven't been many achievements so far.

"It would be best if it could be put into production in small batches by the end of next year and put into trial operation for a period of time."

"When the time comes, when the Asian Games are promoted on a large scale, the risk will be very low."

Liu Tianwu is obviously very satisfied with Cao Yang's arrangement.

This kind of special project has a very demanding schedule.

While Cao Yang and Liu Tianwu were talking about the project arrangements for electric buses and electric taxis, Guoxuan Hi-Tech, which is also aiming at the electric vehicle market, was also discussing the electric bus project of Nanshan Battery and Yangcheng.

"Mr. Li, although Nanshan Battery has only supplied hybrid batteries to Xingchen Automobile so far, according to the information we have learned, Nanshan Group has invested a lot of manpower and material resources in Nanshan Battery in recent years."

"Nanshan Equipment has even specially dispatched a group of technical personnel to develop battery production equipment, in order to improve the production process level and automation level of Nanshan battery to the most advanced level in China."

"According to what we have learned, the electric buses and electric taxis prepared above in Yangcheng are most likely to use two different technologies: lithium iron phosphate and ternary lithium batteries."

"Otherwise, it would be impossible for an electric taxi to have a range of 400 kilometers."

As the director of the technology center of Gotion Hi-Tech, Shi Junhui joined Gotion Hi-Tech after graduating from the Chinese Academy of Sciences with a doctorate.

Although he is relatively young, he quickly sat in the position of director of the technology center by virtue of his proficient technology of lithium iron phosphate.

Previously, they have been focusing on domestic and international competitors such as BYD Battery, Panasonic Battery and LG Battery.

In terms of Nanshan battery, although there is also a survey to understand, but the information is not particularly much.

Now, with the introduction of the policy in Yangcheng, Shi Junhui realized that Nanshan Battery may be the most technologically advanced among these competitors.

Otherwise, how dare Yangcheng set the battery life standard so high?

"The market of electric taxis is indeed very suitable as a strategic object for electric vehicles, but the battery needs to be installed on passenger cars, the space is too limited, and there are many restrictions, and it is difficult to balance the needs of all aspects."

"Our company still focuses on commercial vehicles first, and brings down the markets of buses and buses."

"These vehicles have enough space to load a large number of batteries, and the charging demand is relatively fixed, which is undoubtedly the easiest target for promotion."

"One of the targets of Nanshan battery is also these models, and there is a high probability that they will also use lithium iron phosphate batteries on buses."

"Otherwise, it is impossible for electric buses to set the range standard even lower than that of electric taxis."

Li Zhen is not a battery expert, and a few years ago he didn't even know anything about batteries.

His first pot of gold was actually earned in the real estate market.

There are many real estate projects in Luzhou, all of which are developed by Guoxuan Group.

It wasn't until 2005 that Li Zhen came into contact with lithium iron phosphate batteries for the first time when he visited the University of Science and Technology of China, and then specially arranged personnel to study this technology.

In the end, there was a matter of Guoxuan Hi-Tech entering the battery industry.

"Yes, I think so too."

"During this time, we happened to be discussing electric buses with Ankai Bus, and we thought of a piece with Nanshan Battery."

"I think the progress of this project needs to be accelerated, and it is best to be able to push the product to the market before the commercial vehicle in Nanshan Goat City."

"That way, we can also take the lead when we promote our products."

Although Shi Junhui is engaged in technology, he also knows the importance of publicity.

The success of publicity is sometimes not simply a matter of publicity level, but has a lot to do with the strength and timing of your company.

For example, more than ten years ago, no matter what kind of electric car you built, it was impossible to have any particularly good results in publicity.

But now the wind is starting to change.

Huaxia began to worry about the development of electric vehicles.

At this time, the publicity is not in place, which has a great relationship with the development of an enterprise.

"Well, I will personally communicate with their boss on the Ankai Bus side, and we will work together to get this electric bus project up as soon as possible."

"However, according to our current technology, there should be no way to achieve a range of 300 kilometers for the buses, right?"

Although Li Zhen is not from a technical background, the company has been engaged in batteries for several years, and he has heard a lot of relevant reports, and he has a good understanding of some knowledge of batteries.

People like them can become trendsetters of the times, and their IQ is not bad, and it can even be said that their IQ and EQ are very high.

Otherwise, among so many people who go to sea, how can they succeed?

Do you really think it's all luck?

"200 km!"

"According to our current technical calculations, we can only achieve a range of 200 kilometers at most, and it is still without air conditioning."

"However, for buses, in fact, the range of 200 kilometers is basically enough."

"Not to mention traffic jams, it is normal driving, stop-and-go, and the average speed is about 30 kilometers."

"The endurance of 200 kilometers is basically enough for six or seven hours of driving."

"At that time, it is completely possible to charge these buses at the bus station for a while when the shift is handed over to meet the needs of the day, and then finally fully charge the battery when they rest at night."

Li Zhen was not very satisfied with Shi Junhui's answer, and asked directly: "The subsidy standard announced by Yangcheng is 300 kilometers, which shows that Nanshan battery can meet this requirement." ”

"In this regard, do we have a way to catch up?"

From real estate transformation to batteries, Li Zhen must hope to make Guoxuan Hi-Tech the first in the industry.

Otherwise, you can make money in real estate, why engage in high-tech?

"Mr. Li, how Nanshan Battery did this, we are still investigating."

"In the future, after our lithium iron phosphate technology is updated, the energy density can also be further improved."

"As for the subsidy standard, this is actually very easy to do, Yangcheng has to set such a high standard, there is no need for us in Luzhou to completely copy it."

"When the time comes, it will be enough to adjust the standard to 200 kilometers."

"I believe that when other cities introduce relevant subsidy standards, they will definitely not directly copy Yangcheng's standards."

Shi Junhui simply answered Li Zhen's question, and then immediately diverted the topic.

Although he is an expert in lithium iron phosphate batteries, he is also an expert, and the more he knows that the energy density of the battery should be improved, it is not so simple.

This involves a series of things, and it is difficult to break through without a certain amount of time to accumulate.

If the electric bus cooperated by Guoxuan Hi-Tech and Ankai Bus will also be made to have a range of 300 kilometers, then not to mention that it was launched in 2010 according to the original plan, even if he is given another two years, it may not be possible.

But it is definitely impossible for Gotion Hi-Tech to give him more time.

At present, the main task of Shi Junhui is to achieve large-scale mass production of the company's lithium iron phosphate batteries.

Otherwise, there has been no experience in mass production, and it is very difficult to continuously improve battery technology.

"Nanshan battery is now engaged in lithium iron phosphate and ternary lithium battery together, you say this battery technology, which development route will be successful?"

Li Zhen's question should be the answer that many people want to know.

But not all questions in this world have standard answers.

Not all questions can give a satisfactory answer.

What technical route is the most suitable battery?

There is no standard answer to this question, even in 2023.

However, Shi Junhui, as a technical expert of lithium iron phosphate batteries, will definitely answer this question from the perspective that is most beneficial to himself.

"Judging from the current situation, most of the domestic battery manufacturers believe that the most suitable lithium iron phosphate battery for electric vehicles, and the most suitable for mobile phones and computers is ternary lithium batteries."

"On the one hand, lithium iron phosphate batteries are safer and less likely to catch fire and explode."

"On the other hand, the cost of ternary lithium batteries is much higher than that of lithium iron phosphate, and the production difficulty is much higher."

"It doesn't matter if the cost is a little higher when using ternary lithium batteries on mobile phones and batteries, after all, the battery is small."

"But if it is used in an electric vehicle, then the cost of a battery on a passenger car may go directly to more than two or three hundred thousand."

"Even with all kinds of subsidies, this cost is not acceptable for passenger cars."

Shi Junhui's answer makes people can't find fault with it.

This can be regarded as dispelling some of Li Zhen's concerns.

However, it is clear that there will be no clear answer to the question of what technology should be used for the battery of electric vehicles, as it is in 2008.

Li Zhen also knew this, so after listening to Shi Junhui's answer, he didn't get too entangled.

Guoxuan Hi-Tech now has very little research on ternary lithium batteries, and Li Zhen is useless even if he has any ideas.

You can't change the route now, right?

(End of chapter)