Tesla no longer “single-minded” domestic Model 3 with Panasonic and LG batteries

Tesla has made a new breakthrough in battery sourcing, using panasonic and LG Chemical’s cores. The Ministry of Industry and Information Technology issued a paper announcement revealing that Tesla had changed its battery procurement and was no longer fond of Panasonic, adding LG Chemical.

(Original title: Tesla “changed heart” and no longer has a passion for Panasonic)

Kwon Star

Recently, the Ministry of Industry and Information Technology released the latest “New Energy Vehicle Promotion and Application Recommended Model Catalog” (11th batch of 2019), this recommended catalog includes a total of 102 pure electric vehicle models, 44 plug-in hybrid models. Among them, the domestic Tesla Model 3, made by Tesla’s Shanghai plant, was the highlight of the list. According to the catalog, the domestic Tesla Model 3 model is called the TSL7000, while the application of Panasonic and LG Chemical’s core, the two types of core version seq. NEDC range of 445km and 455km, respectively, the battery system energy density of 145/kg and 153Wh/kg, respectively.

At the same time, according to the national subsidy policy, the domestic version of model 3 will enjoy a subsidy of 24.75 million yuan, which means that the price of the domestic Model 3 price from 3558 million yuan will fall to about 330,000 yuan.

For the battery supply situation, the first financial reporter today to Tesla and LG Chemical, both said that “no information can be disclosed to the outside world.” However, a South Korean power battery industry insider, who asked not to be named, told First Financial that the use of LG Chemical’s batteries at Tesla’s Shanghai plant had become “an established fact” and said the order led LG to make an internal decision to increase production capacity at its Chinese plants. First Financial reporter also learned from LG Chemical Insider, its first factory in Newport has been put into production, located in Nanjing Riverside Development Zone, the second plant (LG Chemical Riverside New Energy Technology Co., Ltd.) is also beginning to recruit engineers, operators and technical administrators in China and other core production positions, recruitment scale of more than 100 people.

Recently, panasonic Zhejiang Jiaxing investment to set up a wholly-owned kitchen and electricity company activities, Panasonic Electric China Northeast Asia President Ben Yelang said that the first batch of products at the Tesla Shanghai plant, Panasonic did not provide batteries, do not rule out the future may supply batteries for the Tesla Shanghai plant, and said That Panasonic has three battery plants in China, including Suzhou, Wuxi plant is a lithium battery, Dalian plant is specialized in electric vehicle batteries, and the future does not rule out the establishment of a battery plant in China for Tesla supply.

Earlier,media reported that Tesla has agreed with LG Chemical to supply the NCM 811 matching battery, for which LG Chemical has been in its first plant in Nanjing, China, the development of the new port development plant will mass-produced Tesla Model 3 21700 cylindrical lithium-ion power battery, and will be ready to start production of Tesla Shanghai plant. That means Tesla has moved away from buying only Panasonic’s cores and expanding its battery sources.

Tesla has long partnered with Panasonic to operate a lithium-ion battery plant in Nevada. And there are signs that there are some problems or disagreements between the two companies. Today, capacity at the lithium-ion battery plant in Nevada has not reached the planned level, and Tesla CEO Elon Musk said on the social networking site that production of the Model 3 was affected by Panasonic’s capacity.

In fact, Tesla, in addition to “hand in hand” with LG Chemical, has previously been reported bymedia to discuss battery supply with the Ningde era, and frequently launched acquisitions of power batteries and related companies, including Canadian power battery company Hibar Systems.

Zhang Qiang, an autoindustry analyst, said that as the largest proportion of new energy vehicle costs, “three power systems” in an electric car can account for 40 to 50% or more of the cost, so reduce the cost of power batteries, and the introduction of higher range of products, become the way to achieve domestic production of Tesla cars, and NCM The 811 battery is characterized by an 80% or more nickel ratio compared to the previous lying power battery in the industry, while the cobalt content is reduced to about 10%, which will have a huge advantage in terms of energy density and cost.

Zhongguancun New Battery Technology Innovation Alliance Secretary-General Yu Qingyu told First Financial Reporter, in the current power battery market, “combined and divided” is presenting at the same time, on the one hand, there are more car companies and power battery enterprises closely tied, but on the other hand, there are many original seemingly unbreakable “alliance” is changing. The automaker has also started to build its own power battery plant, including Volkswagen and Daimler, which have announced that they will produce power batteries.

“This is conducive to the vehicle manufacturers to control costs, and in the process of negotiations with battery companies, improve their bargaining power, strengthen the vehicle manufacturers in the industrial chain, on the other hand, the current power battery capacity is limited, which is not enough to effectively reduce the cost of battery purchase.” Yu said in the Puritan.

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