This year, domestic power battery enterprises are facing a sharp change in the situation. From last year, prices soared all the way to this year, because of overcapacity, Ningwang took the lead in reducing prices, and other enterprises made profits for market share, even to the point of fighting for survival. But the situation of foreign enterprises is completely different.
According to different data caliber in 2022, we selected ten power battery enterprises to see the future market development, and made some systematic summary of the situation of these enterprises in the past few years. In this inventory series, we start with overseas battery companies that are not particularly controversial.
- LG: The radical cost reduction strategy on Volkswagen MEB does not have a particularly big return. At present, after listing separately, it focuses on the markets of the United States and Europe, and the most important thing is to be closer to the American market.
- SK on: Focusing on Hyundai Kia and Ford, we are building a production capacity base in the United States and opening up different customers.
- Panasonic: After Toyota's electric car slowed down, only the All in 4680 followed Tesla's demand in North America.
- SDI: Differentiated High Performance Power Battery Strategy.
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