In March 13th, Panasonic Corp is located in Dalian China factory started production quantities, the factory is Matsushita in China first production vehicle production base of square lithium ion battery, investment of about 50 billion yen (about 2 billion 960 million yuan), the current production capacity can meet the demand of carrying 200 thousand electric vehicles, mainly to North America and Chinese supply market square power battery.
It has been revealed that in the North American market, Panasonic Dalian has received orders from customers, and GM is one of its important customers. In the Chinese market, there are many car companies communicating with Panasonic, but there is no definite supply at present.
In addition to the Dalian factory, Panasonic is considering the possibility of working with two Jiangsu factories to produce power batteries. Previously, the two factories in Jiangsu mainly produce lithium batteries for mobile devices. If they cooperate with Panasonic's projects, two factories will upgrade all of their original production lines to the production line of lithium batteries for automobiles.
At the same time, Panasonic also plans to upgrade low - end markets such as motorcycles and low speed cars by upgrading the digital battery base in Wuxi. The base will be formally supplied this year, and will supply the middle and low end market by working with domestic pack companies.
The global automotive electric wave, the traditional car prices giant has turned to war, and have released the electric strategy in the field of electric vehicles, Tesla alone big situation is changing, and backed by the Tesla station to the global battery "leader" position of Panasonic, is bound to change with the industrial structure and affected. Continue to rely on a single customer is obviously not a permanent solution. In this context, adding China, the world's largest electric car market, has become the best strategic choice for Panasonic.
The layout of Panasonic in China also seems to have caught up with a good time. On the one hand, subsidies for new energy vehicles continues to fall, subsidies influence on car battery power is weakening. On the other hand, the national level will expand the opening of new energy vehicles and other fields. Panasonic core customer Tesla is actively talking about building factories in Shanghai. Panasonic also publicly confirmed that it is considering the possibility of producing Tesla batteries in China and building a battery factory with Tesla in China.
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