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Recently, an online video of Taiwan media mocking the era of Ningde, a leading domestic battery company, was circulated, saying that Tesla had no choice but to accept it because the mainland could not make ternary lithium batteries and could only build the old batteries of ten years ago.

In the video, a Taiwanese media expert said that American electric car company Tesla has an absolute advantage in the global market precisely because Tesla uses ternary lithium batteries, which have the advantage of higher density compared with other batteries, so they can bring more power. However, Tesla abandoned this advantage and switched to lithium iron phosphate batteries, just because Tesla wanted to enter the domestic market, he should match the specifications of domestic battery technology.

In addition, the expert specifically mentioned that it is because Ningde era will not produce ternary lithium batteries, only the technology of lithium phosphate batteries a decade ago, and Tesla must "bow" if he wants to open the market in China.

According to the catalogue of recommended models for the Promotion and Application of New Energy vehicles published in December last year, there are two versions of the domestic version of Model 3. The difference between the two versions lies in the energy density and mileage of the battery system. Among them, Panasonic and LG batteries are installed respectively, and they are all ternary lithium batteries. The energy density of the battery system is 145Wh/kg and 153Wh/kg respectively, and the power consumption is 12.4kWh/100km and 12.50kWh/100km respectively.

With the announcement of the cooperation plan between Tesla and the Ningde era, and the announcement that they will "break up" with Panasonic, it means that the Ningde era will become one of Tesla's only partners. According to the agreement, Ningde Times will supply lithium iron phosphate batteries to Tesla in July this year.

Compared with ternary batteries, lithium iron phosphate batteries are safer, have excellent service life with lower loss, and have advantages in terms of price, but there is only one disadvantage, that is, low energy density.

Of course, this is not to say that Ningde era provided Tesla with lithium iron phosphate batteries because it would not produce ternary lithium batteries. According to the data, in 2019, lithium iron phosphate accounted for only 11.3GWh of the total 32.87GWh power battery shipments in Ningde era. While the production capacity of Ningde era is 57GWh, it is estimated that the production capacity of 40GWh is the capacity of ternary lithium batteries. And its shipments far exceed Panasonic and LG Chemical.

In fact, it is precisely because Tesla hopes to significantly reduce the price of his terminal in China, in order to greatly expand the Chinese electric car market.

According to Tesla's manufacturing director in Shanghai, "at present, the localization rate of parts in Tesla's Shanghai factory is about 30%, and it is planned to increase to 70% and 80% by July 2020." Battery is the most important part in the production of electric vehicle, so it is also the most important part for Tesla.

Compared with ternary lithium batteries, Tesla takes a fancy to the Ningde era when all aspects are relatively balanced, so he will consider lithium iron phosphate batteries with more advantages in price. "Lithium iron phosphate batteries in Ningde era do have many advantages, such as the best in the industry in terms of fast charge, energy density and safety, and have a lot of practical applications in buses and passenger cars. Tesla chose batteries from the Ningde era based on the above comprehensive considerations. " Gao Gong Consulting Chairman said.

According to the Wall Street Journal, a Panasonic insider said that Panasonic CEO Kazuhiro Tsuga often received phone calls or emails from Musk asking them to lower battery prices, but Panasonic refused.

Earlier, it was the media from Taiwan that "ridiculed" the low level of domestic national income, so that the brand made in Taiwan continued to decline in the domestic market. In the mainland's hot SUV market, the annual sales volume reached 10 million, but Na Zhijie sold 0 units in the mainland in the first half of 2019. Perhaps only netizens mentioned, "is there only an intranet in Taiwan?" To be able to explain.

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