The core components of domestic new energy vehicles are subject to foreign brands

Recently, Changan Automobile, Shanghai Motor and other car companies have been forced to reduce the supply of new energy vehicles, because most of the single batteries required by domestic new energy vehicle manufacturers are purchased from foreign-funded enterprises or Sino-foreign joint ventures, and the insufficient supply of batteries has led to a decline
in production.

In the current field of new energy vehicles, in addition to BYD's self-produced iron batteries, the batteries of BAIC and SAIC are all derived from overseas brands
.
Taking BAIC as an example, the single batteries of its main products pure electric vehicles E150 and EV200 are mainly derived from Beijing Electronic Control Aiskai Technology Co.
, Ltd.
, a joint venture with SK of South Korea, and Beijing Pride Battery Company
, a joint venture with ATL.
SAIC's batteries also come from joint ventures
with the United States.

Daniel Zhang, general manager of BAIC New Energy Vehicle Marketing Co.
, Ltd.
, once said that although China's electric vehicles have made certain breakthroughs in power battery technology, the technical foundation is not solid
compared with the international leading level.
Another senior executive from Changan Automobile also said frankly that if the single battery of domestic enterprises and foreign enterprises is tested, it is possible that the quality of the single batteries of domestic companies is better than them, and the reason why foreign batteries are used is because the consistency of foreign batteries is better
.

In the field of pure electric vehicles, the three core technologies are batteries, motors and electronic controls, which account for more than
70% of the cost of electric vehicles.
In fact, domestic new energy vehicle companies not only rely on "foreign batteries", but also rely on motors, electronic controls and other components
.
As early as 2013, a data from the State Information Center confirmed this situation
.
The top four enterprises in China's domestic production of gasoline engine electronic control systems are UMC Group, Denso, Siemens VDO and Delphi Wanyuan, all of which have foreign investment backgrounds, and their output accounts for 80% of the total output of domestic gasoline engine electronic control systems, while local enterprises are less than 1%.

The senior management of new energy vehicle parts supply companies revealed that the rapid development of new energy vehicles will obviously drive a new round of investment, but the investment is too small, and car companies will not choose to cooperate; Investment is too large, and there is a fear of lack of
policy sustainability.
Therefore, companies will lack enthusiasm and investment in research and development, or aim for
short-term benefits.
At present, the investment in research and development of domestic new energy auto parts enterprises is generally less than 1%, or even only a few tenths of a percent, while the international passing line is 5%.

This data also very directly exposes one of
the problems of related parts and components companies.

In fact, the low investment of these companies is not entirely due to concerns, and the dispersion of power caused by too many enterprises also prevents them from achieving technological breakthroughs
.

Taking battery manufacturers as an example, there are 2,000 new energy vehicle power battery companies in China, with about 17% of the world's supply, and this year this number may be close to 20%.

Correspondingly, South Korea and Japan do only 8 power batteries, of which 5 in Japan and 3 in South Korea, and these 8 account for nearly 80% of the world's power battery production
.
Wang Zidong, director of the National 863 Plan Electric Vehicle Major Special Power Battery Testing Center, once said that all foreign R&D investment is concentrated, but China has to be scattered to thousands of enterprises, which is a huge waste
of R&D investment.