Original title: U.S. factories enter final stage of review?

CATL: No comment

　　On May 6, it was reported that CATL was in the final stages of a review of a US factory producing electric vehicle batteries; CATL was in talks to open a factory to supply BMW and Ford, with potential locations including Kentucky or South Carolina. .

In this regard, the relevant person in charge of Ningde Times told the Beijing News Shell Finance reporter that he would not comment.

　　On May 5th, at the performance briefing of CATL, Zeng Yuqun, chairman of CATL, said that due to the demand for localized production, CATL is discussing with all mainstream overseas car companies how to implement services; Zeng Yuqun said that CATL was talking about the rumors of building a factory in North America. Times and American customers discussed various possible supply and cooperation plans, as well as the possibility of localized production, but the specific situation needs to take into account the impact of worker training, efficiency, labor unions and other factors on quality and cost.

　　Beginning in 2018, CATL has competed fiercely with Korean battery factories in overseas projects.

Zeng Yuqun revealed that CATL will start mass production and delivery of power battery products in overseas markets in 2021, and said that overseas customers hope that their next fixed-point cycle will start, that is, after 2026, or even to 2035, to increase the proportion of supply and become its most major suppliers.

　　According to analysis by Cui Dongshu, Secretary General of the National Passenger Vehicle Market Information Association, the penetration rate of new energy vehicles in the world generally shows a rapid upward trend, and the penetration rate of new energy vehicles in the United States will be 6% in 2022.

It is reported that the United States plans to achieve 40% of new energy vehicle sales by 2030, and promises to build 500,000 electric vehicle charging piles by 2030.

　　In fact, in addition to the rumors that CATL plans to build factories in the United States, LG New Energy, SK On, Samsung SDI, and Panasonic also plan to invest in and build factories in the United States.

(Reporter Wang Linlin)