New Energy Vehicles (NEVs) in China

tphuang said:

why would Chinese govt not want Chinese business to succeed in America? Day after day, I come to this forum and people are here are always concerned that these business are going to get taken advantage of. That they can't take care of themselves.

If these businesses are such wall flowers and need your protection, they don't deserve to stick around.

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来自宁德时代新能源科技股份有限公司的曾毓群委员第一个发言，他向总书记汇报了企业研发新能源汽车动力电池，努力占领全球新能源产业制高点的情况。

听说宁德时代在全球动力电池的份额已达37%，连续6年全球第一，习近平总书记用“亦喜亦忧”表达他的心情：

喜的是我们这一行业走到了世界前头；忧的是就怕来个大呼隆，先是一哄而起，最后一哄而散。

习近平总书记指出，对于新兴产业，一定要搞好统筹规划，搞清楚市场有多大、风险在哪里，要防止一路所向披靡、孤军深入，最后却被人兜了底、全军覆没。

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Temstar said:

Xi Jinping very specifically spoke to CATL chairman about the risks:

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This is a warning directly from the general secretary, I don't know how much clearer the signal from the government can be.

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tphuang said:

A warning to be careful and that's that. In the end, is Chinese gov't stepping in? I don't think so.

Why don't you tell me how CATL could lose out here? Does Ford have a huge chemistry department with LFP experience. Is CATL just handing them over technology without any supervision? Has CATL stopped developing newer and better LFP chemistry? Whose supply chain will Ford use if it goes alone?

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Temstar said:

I don't think technology transfer is an issue, but I do think once the JV is up and running the Americans may try to nationalize it or force CATL to sell their share at discount or other similar financial harassment. Yes it will hurt Ford too, but current chip war is also hurting Intel/Nvidia/Qualcomm yet it rages.

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tphuang said:

There is always this freakout by people that somehow other country will steal Chinese tech, because China managed to copy other country's tech. Like, it is that easy to do it.

Now, let me ask you something, the plant is owned by Ford. CATL is just providing the technology know how. So what are you concerned with? That Ford starts making its own LFP batteries with chemistry that's 2 or 3 years behind using supply chain dominated by Chinese companies?

All these freakouts day after day, can people spell out why these things are bad other than association with America or India?

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56860 said:

The danger is that US/India decides to sabotage CATL/BYD's investments for x national security reason. That's a lot of money down the drain to learn a lesson that should be obvious by now.

I'm not worried about the US (let alone India) catching up to China on battery technology. Once China takes a lead in a technology, it tends to run with it.

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