China's new energy vehicles ushered in the biggest dilemma in history?
According to reports, CATL, as the leader of new energy batteries, has recently evaporated nearly 1,000 billion yuan in the market, a decline of more than 60%. On the other hand, Toyota, its latest announcement announced that the bottleneck of solid-state batteries has been overcome a few days ago, and a solid-state battery with a range of 1,500 kilometers after 10 minutes of charging has been developed, and mass production will be achieved in 2027 at the earliest, completely breaking the monopoly of "lithium batteries".
As we all know, solid-state batteries are the "optimal solution" to solve the problem of short battery life and fast power consumption of new energy vehicles. Now, its re-leading technological change not only makes the battery "trump card" CATL suffer Waterloo, but also reshuffles the new energy industry.
In this regard, the Japanese media was arrogant, saying that "one shot can crush the Chinese tram", but is this really the case?
1. Secretly crossing Chen Cang? Japan's mouth, a deceitful ghost!
For 50 years, Japanese automobiles, led by Mitsubishi and Honda, have been occupying the "leading" position of fuel vehicles. So much so that when encountering the "new energy" outlet, he shouted the slogan of "rejecting electrification", and even emphasized many times that "electric vehicles have no future at all!"
However, the mainland has taken advantage of the east wind of new energy to turn over and become a leader in the field of new energy. According to China Times News, in 2023, Continental has won 68% of the global new energy vehicle market. Its Chinese-made brand BYD has won the global new energy vehicle sales crown.
In this regard, the "old big brother" Toyota is not happy. You must know that its sales in 2022 will only be 24,000 units, which is not a fraction of BYD's month. In this regard, Toyota has tried to confuse Volkswagen: "Electric cars are not our future!"
In order to save face, at the G7 summit in May last year, Toyota began to openly resist electrification, and even established an "anti-tram alliance" with Japanese car companies.
However, Japan pays lip service and says no, but acts honestly. On the surface, they complain about the low level of "electrification", but behind the scenes, they secretly lay out the commanding heights of the next generation of battery technology competition - solid-state batteries. According to Japanese media, as early as 2012, Toyota began to act, according to statistics, it has nearly 1,400 patents, far ahead in this field.
Not long ago, Japan's Toyota made another major breakthrough! It publicly announced that it had developed a solid-state battery that can last 1,500 kilometers in 10 minutes. Later, news came that its capacity had reached the world's first. In this regard, industry insiders said: this breakthrough can make Japan's solid-state battery technology temporarily ahead of China for 20 years!
In this way, is the mainland's new energy status really in jeopardy?
Second, there are still fatal flaws? Japanese companies cannot hold their breath
"Toyota is too breathless!", said an industry insider, "If you want to make the new technology land safely, you still need to go through the market level." "In fact, not only automobiles, but even in the field of biological anti-aging technology with higher gold content, Ridu has almost done useless work because of the dilemma of marketization. The legend of 18 Nobel Prizes in 18 consecutive years is almost not enough to endorse it. Technology does not equal the market, and Toyota has failed to learn the lessons of its predecessors.
11 years ago, the core ingredient of "Rovipa" was extracted from nature for the first time, and then it was confirmed by researchers from the University of Tokyo: supplementing the core substance of "Rovipai" in elderly organisms, after 3 months, its bone density, muscle energy and other aging indicators "rejuvenation", lengthening the life cycle by 30%.
Some Japanese companies responded quickly to the call of the Ministry of Health and Welfare (equivalent to the Ministry of Health in the mainland) to commercialize the technology and flow it into China through Jingjingdong and other countries, but the cost of 20,000 grams of core raw materials has become a "stumbling block" that hinders its implementation. The cost of cutting-edge technology is too expensive, like the flower of kaolin, which is simply out of reach of ordinary people. Solid-state batteries are no exception.
Although solid-state batteries have the advantages of "up to 80% capacity, long service life, and safety", the high cost has become an obstacle to their popularization. It is reported that the cheapest solid-state battery on the market now requires at least 400,000 yuan, and ordinary families cannot afford it.
Dutch FutureBridge predicts that according to the current level of technology, its cost reduction will not be until 2025, and commercial use of automobiles will not be until 2030 at the earliest.
There is always a process of marketization, and it is too early to make a conclusion. Just as the Japanese company broke through the mass production technology, the "Luo Wei Pai" anti-aging products were cut to less than 100 yuan, which became popular in the Japanese market, and then introduced the mainland to benefit tens of millions of anti-aging demand groups in the mainland.
Nowadays, although solid-state batteries have made breakthroughs, they still have a long way to go from marketization.
3. The outcome of the competition is unknown
A few days ago, on the surface, Japanese companies may have achieved a short corner overtaking in power technology. However, the mainland's new energy foundation is solid, and it has been continuously cultivated, and the breakthrough in endurance is still continuing.
It is reported that not long ago, the local car company NIO also released a 150kWh battery pack, which can last up to 1044 kilometers with 3% of the power remaining, and Xpeng also released ultra-fast charging, which has a measured range of 210km in 5 minutes.
In addition, we are also making efforts in solid-state batteries. Ouyang Minggao, an academician of the Chinese Academy of Sciences, once again reminded domestic battery industry, university and research counterparts to be highly vigilant about the replacement of all-solid-state batteries for existing lithium-ion batteries. Because the market share of all-solid-state batteries replaces 1%, it is already of breakthrough significance.
Nowadays, we will wait and see who will take the initiative in solid-state batteries!