November 13 news, the founder and chairman of Ningde Times Zeng Yuqun said in an interview last week that if the US president Donald Trump relaxes China in an electric carInvestment restrictions in the supply chain field, the Ningde era may consider building a factory in the United States.
"We originally intended to invest in the United States, but the US government rejected our proposal," Zeng Yuqun said in an interview. "I am open to the investment in the United States."
The US market has long been closed for Chinese electric vehicles and battery manufacturers. This situation has further intensified during Trumps first presidential term.The protectionist trade policy in the United States is due to national security and competition. It is particularly targeted at batteries and electric vehicle companies to levy heavy taxes and set up other trade barriers.
The consumer purchase subsidy policy issued by the Bayeng government clearly stipulates that electric vehicles using Chinese batteries do not enjoy subsidies.In addition, any vehicle equipped with China -connected car technology is banned from entering the US market.Chinas electric vehicle import tariffs are as high as 100%, which is actually equivalent to the ban.
The US policy limits the Ningde Times and and other world-leading battery and electric vehicle companies enter the US market, hindering the acceleration of the United States electrifying transformationThe pace.Different from the Ningde era, BYD not only produced batteries, but also manufactured electric vehicles. Global sales have been hand in hand with Teslazi.
Trump said in an interview in August that he hopes to prevent Chinese automobiles from importing, and he is willing to let Chinese automakers build factories in the United States."We will provide incentives. If China and other countries want to enter the US market, we must build a factory and hire American employees here," Trump said.
It is Trumps statement that made Zeng Yuquns interest in the expansion of Ningde Times in the United States."I hope that the United States will invest in the future," he said.This is also the first China ’s major suppliers to express their views on the U.S. market since Trump won the election.The Trump campaign team has not responded to the remark.
At present, the Ningde eras business in the US market is limited to the authorization agreement of battery production.Ford is working with Ningde Times to build a factory in Michigan, producing low-cost iron phosphate batteries, and is applied to its Mustang Mach-E and pickup F-150 Lightning.Tesla has also reached a similar agreement with Ningde Times, plans to produce batteries in Nevada, and is expected to start in 2025.
Zeng Yuqun revealed that this cooperation agreement will make CEO Elon Musk in the field of artificial intelligence and autonomous vehicles.In Ningde, it was the main battery supplier of the Tesla Shanghai plant, and the factory was also the worlds largest profit source in Tesla.
Zeng Yuqun said that he and Musk had in -depth discussions on the potential of autonomous driving technology.He believes that Musks development direction of pure camera and artificial intelligence technology is correct.However, Zeng Yuqun made it clear about Musks investment in 4680 cylindrical batteries."We have conducted in -depth discussions, and I told him that this design will not be successful. He is silent because he doesnt understand the battery." Zeng said, "He is good at chip, software and hardware, but the battery is another field."
Zeng Yuqun also questioned Musks unrealistic timetable in the launch time of new models and new technologies.Musk responded that such a setting was to motivate employees because they regarded projects for more than two years as "indefinite" plan.Zeng Yuqun commented: "His problem lies in the promise too high. I told him that it may take five years, but he would say two years. The direction of this pair is good, but it will be troublesome."
The energy storage business in Ningde era increased by 33%last year, surpassing the growth rate of electric vehicle battery business.Zeng Yuqun believes that the companys opportunities in the field of green power grid are more broad, including providing supporting energy storage services for solar energy and wind power generation projects, and building intelligent systems to support the use of energy storage and utilization of electric vehicles.China is the country with the highest penetration rate of electric vehicles in the world. In recent years, new energy vehicles have accounted for more than half.Zeng Yuqun said that the Ningde era was able to build a zero -carbon emissions grid that was sufficient to supply power for large mining areas or the entire city. It was planned not only to storage of energy storage but also electricity production.
He revealed that the Ningde Times Plan cooperates with solar panels and wind turbine suppliers to develop green energy solutions serving large data centers such as artificial intelligence companies.These companies generally require 100 % clean energy power supply and have capital strength, but lack of technical support for required.In Ningde Times, a pilot project will be launched in the Democratic Republic of the Congo. At the same time, it will launch larger long -term projects on Hainan Island, Hainan, China, combining energy storage and sea wind power.
Ningde Times currently provides battery support for more than one -third of the worlds electric vehicles and hybrid vehicles.Today, Zeng Yuqun is promoting a new measure -launching a battery chassis platform with a battery life of more than 800 kilometers, allowing customers to create customized electric vehicles through design inside and outside the car.Zeng Yuqun said that the project is expected to reduce the development cost of new cars from billions of dollars to about 10 million US dollars to provide small and medium -sized car companies with admission opportunities, especially those with mature car companies.The company also showed the platform to Porsche and UAE investors.
In the European market, Ningde Times is working with Stellandis to build a battery plant in Spain, and it is expected to reach an agreement in January next year.In the Ningde era, there was a six -year -old battery factory in Germany, and it was building another new factory in Hungary.Zeng Yuqun said that German and Hungarian factories will be profitable in 2025 and 2026, and Hungarian production costs are expected to be significantly lower than German factories.These European battery factories are mainly supplied to automakers such as BMW, Stellandis, Volkswagen and other auto manufacturers.Zeng Yuqun pointed out that although the European Union prioritizes the transformation of clean energy, its import tariffs that have raised up to 45.3%of Chinese electric vehicles are "stupid decisions". European car companies and Chinese car companies can better promote low -cost long battery life electric vehicles.Marketization.
Zeng Yuqun also mentioned that although the solid battery is considered the next generation of revolutionary technology, the R & D team of Ningde Times has reached 20,000, of which 1,000 people focus on the research and development of solid -state batteries, butHe is more optimistic about the potential of sodium ion batteries. It is expected that sodium ion batteries may replace half of the market share of half of lithium iron phosphate battery in the future.Sodium resources are abundant and cheap, and its electrochemical characteristics may reduce the fire risk of electric vehicles.A sodium lithium hybrid battery has been launched in Ningde Times, which is suitable for the field of electric vehicles.
Zeng Yuqun predicts that the company will start small -scale promotion of solid -state battery technology in 2027. Although this technology has always been regarded as the potential breakthrough of the next generation of electric vehicle batteries, it hasLooking at, sodium ion batteries may be more realistic.(Easy sentence)
(This article is translated by AI, Netease editor is responsible for school pair)
