After investing in the Ningde era, find "spare tires", Honda Group Dongfeng and GAC purchase battery

Author:Economic Observer Time:2022.09.09

On September 7, Honda China announced that Honda Scientific Research Industry (China) Investment Co., Ltd. (hereinafter referred to as Honda China) and Dongfeng Automobile Group Co., Ltd. (hereinafter referred to as Dongfeng Automobile Group) and Guangzhou Automobile Group Co., Ltd. (below below Said: GAC Group) Signed an agreement on August 31, 2022, and plans to jointly establish a power battery procurement company at the end of this month.

The three -party joint venture is named "Zhongrui (Beijing) Trade Service Co., Ltd.". Honda China, Dongfeng Automobile Group, and GAC Group's three -party capital contribution ratio is distributed 50%, 25%, and 25%. The general manager of the limited company, the general manager of Honda Technology Research Technology (China) Co., Ltd. Inoue Shengshi.

At the same time, Honda China also signed a memorandum of strategic cooperation with Ningde Times. The two parties will build a long -term stable power battery supply and demand system. In the future, new companies will be uniformly purchased by new companies. This is not the first time that the two parties cooperate. As early as 2020, Honda signed a new energy vehicle power battery cooperation agreement with Ningde Times. Honda said that after the establishment of this joint venture, it will provide a power battery supply and demand system for the new E: N brand pure electric vehicle products.

According to data released by the Federation of the Federation a few days ago, in August, the penetration rate of new energy vehicles was close to 30%. Cui Dongshu, Secretary -General of the Federation, believes that under the system of new energy, car companies' ability to control battery companies and upstream industrial chains will be further strengthened. Under the system of new energy, self -construction or joint battery enterprises will be constructed for themselves for themselves. Battery factories can not only reduce costs, but also ensure supply.

And Honda's cooperation with Dongfeng and GAC is to further strengthen the control of the industrial chain. In addition, on September 6, Honda Motor announced that it had established a cooperative relationship with South Korean trading company Han Hua to ensure the stable supply of nickel, cobalt and lithium in basic metal materials in electric vehicle batteries.

This cooperation is also considered the key to Honda's accelerated electrification transformation. On October 13, 2021, Tanaka released an electrification strategy and released the new pure electric vehicle brand "E: N" and the new intelligent and efficient pure electric architecture "E: N Architecture". In response to the Chinese market, Honda plans to launch 10 E: N brand pure electric vehicles by 2027. After 2030, all new models launched by Honda in China are electricized models such as pure electric vehicles and hybrid vehicles. New fuel vehicle.

Earlier, Honda said that in order to accelerate the process of electrification, its plan to invest about 8 trillion yen in the next 10 years, and invested about 5 trillion yen in the field of electrification and software. By 2030, Honda plans to be in the global market in the global market. The launch of 30 pure electric vehicles, with an annual output of more than 2 million vehicles.

At the same time, GAC Honda and Dongfeng Honda will also enter the layout of the industrial chain to build a new pure electric vehicle factory, respectively, and will be put into operation in 2024.

On September 5, Honda announced the latest sales data in August. Data show that in August this year, Honda's terminal car sales were 13,6530, a year-on-year increase of 148.9%; the cumulative sales volume of 949,314 units from January to August 2022. Among them, GAC Honda's sales volume in August was 68,600, and the cumulative sales volume from January to August was 488,200; Dongfeng Honda's sales in August were 67,900 units, and the cumulative sales volume from January to August was 461,100 units.

At present, Volkswagen, Daimler, SAIC, BAIC and other Chinese car companies have released the electrification strategy, which is accelerating the electrification transformation layout of the Chinese market. Luo Huanta, the dean of the High Industry Industry Research Institute, said: "At present, China's independent brand 80%of the companies have the idea of ​​joint joints with the battery factory, or they are being implemented. "

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