Tesla "challenges" domestic new energy vehicle companies and BMS needs to overcome difficulties

　　Tesla recently built a factory in Shanghai, and Premier Li Keqiang’s series of actions in issuing green card invitations attracted the attention of the Chinese people. Tesla’s landing in China is known as the “catfish”. How will domestic car companies respond? What are the benefits of Tesla’s landing in China? The primary consideration for Duoduo's production is cost. Tesla's decision to locate in China will undoubtedly benefit from cost.

　　The power battery system is the part with the highest cost share in electric vehicles and is decisive for the profit of the vehicle. Therefore, Tesla moved its battery module business to China. According to Musk, battery cells will be purchased in China, and the Shanghai Gigafactory will help reduce battery module costs. China's lithium battery industry chain has excellent supporting capabilities and is about to break Panasonic's exclusive supply of batteries. It is reported that Tesla Motors has signed a preliminary agreement with Tianjin Lishen Battery in China. The diversification of battery sources may trigger price competition, which will help Tesla find battery suppliers with higher cost performance. Tesla chose the Lingang area of Shanghai to take full advantage of the Yangtze River Delta’s geographical advantages. According to Yang Zao, chief analyst of new energy at Tianfeng Securities, the Yangtze River Delta region has the most mature new energy vehicle supply chain in China.

　　Batteries, materials, vehicle spare parts and other supporting facilities are complete. Excellent domestic parts companies such as CATL, Lishen Battery, Shanshan Co., Ltd., Rongbai Lithium Battery, Shanghai Enjie, etc. are gathered in the Yangtze River Delta. In addition, Shanghai Lingang implements "special policies", especially the land index of Lingang is independent and has strong development space.

　　In addition, the Lingang area will be built into a manufacturing hub for new energy vehicles and intelligent connected vehicles. According to Chen Jie, a person from the Lingang Administrative Committee, "We introduced Tesla because we hope it will play a leading role in industrial layout and development." This move kills two birds with one stone and is expected to promote the development of new energy vehicles in China. Is Tesla going to be a "catfish" disruptor? Tesla CEO Musk recently came to China. He not only had afternoon tea with Premier Li Keqiang in Zhongnanhai, but also went to Guijie Street to cook mutton with his wife, which once became a hot search on Sina Weibo.

　　Tesla and Musk, who have their own auras, are jokingly called "catfish" by netizens and have come to China to compete for the market. The opening of Tesla's Shanghai factory is the first step to seize China's new energy market share. It plans to start mass production in 2020, mainly producing affordable versions of Model 3 and compact SUV Model Y. The products will be launched in the Chinese market, with an estimated output of 500,000 units. Cui Dongshu, secretary-general of the National Passenger Car Market Information Joint Association, said: "The biggest impact of Tesla's localization is the formation of the 'catfish effect.'" Tesla's entry into China will promote domestic car companies to accelerate the upgrading of technology. With the introduction of a series of policies such as my country's reduction of automobile tariffs and the liberalization of foreign shareholding ratios in new energy vehicles, foreign car companies such as Volkswagen and BMW are also building new energy vehicle factories in China. There are also more and more "catfish" in domestic new energy vehicles. Car companies are subject to greater competition and challenges. Just like "sardines", only in a competitive environment will domestic car companies jump out of their comfort zones and face competition head-on. In addition, Prime Minister Li affirmed that Tesla is a participant in deepening China's reforms and has become a promoter of the stable development of YYW-US relations, and will issue a green card to Tesla. This series of measures will make domestic car companies sweat again. .

　　He Xiaopeng, CEO of domestic car company NIO, feels like he is walking on thin ice. He said that building new energy vehicles is like dancing on a wire rope. If you are not careful, it will be wiped out in a matter of seconds. The arrival of Tesla has greatly occupied the market of ES6 models. Can domestic new energy vehicle companies break through the encirclement and face this "catfish" Tesla? There are problems with BMS. In recent years, Tesla has dominated the global electric vehicle market. Among Tesla's "three major components", BMS is the core technology independently developed by Tesla. The remaining two major components, including batteries and motor suppliers, are from Panasonic of Japan and Taiwan respectively. According to insiders, BMS has always been called "top secret" by Tesla.

　　Why does Tesla place a "heavy hand" on BMS? Because BMS is equivalent to the brain of the electric vehicle. It manages and monitors the battery status, and then detects the battery and ensures battery safety. Moreover, BMS plays a key role in the service life of the battery pack and even affects the performance of the entire vehicle. BMS has very high value in the automotive industry chain. In recent years, my country's new energy vehicles have developed rapidly, and the demand for BMS as a core component has also increased. In the BMS market structure, although domestic BMS manufacturers have already laid out their plans, they present a situation of "more but not strong".

　　There are more than 10 BMS companies in developed countries in Europe and the United States, and there are more than 100 domestic BMS companies. However, problems such as low market concentration, fierce competition, and unclear technical advantages have led to uneven quality of BMS products on the market. In recent times, electric vehicle fires have occurred frequently in China. The cause of the accident is attributed to the failure of the battery management system. It can be seen that a good BMS system plays a vital role in the safety of electric vehicles.

　　Our country's scientific research on BMS started late and accumulated little experience. Facing the rapid development opportunities and challenges brought by performance-language vehicles, there are still problems that cannot be ignored. The product quality is poor and prone to spontaneous combustion and false mileage scandals.

　　Currently, foreign BMS systems mostly adopt active balancing function design, which can redistribute energy evenly, but active technology has high technical content and high cost. Relatively speaking, domestic products basically use passive balancing functions or BMS products without balancing functions, which convert excess electricity into heat energy and cause unsafe factors. Lack of technology R&D investment, domestic BMS systems are mostly designed and produced by battery manufacturers and third-party electronics factories. Compared with foreign car companies, the BMS system is dominated by car companies. The three parties of R&D and production cooperate together, invest a long time in R&D, and have good safety and stability. There is a lack of industry technical parameter standards, and BMS products are mixed. Industry insiders said that even though the single and small module batteries of many companies meet safety performance standards, after being grouped together, the test results vary greatly, making it difficult to guarantee quality such as safety, lifespan, and discharge capacity.

　　For our country, domestic power battery and related companies such as BYD, CATL, AVIC Lithium Battery, and Guoxuan High-tech are all involved in BMS, usually using the "BMS+PACK" model, mastering the entire core technology from battery cells to battery packs, and have relatively high Strong competitive strength, but few other related companies develop BMS systems. Mastering reliable and safe BMS technology requires long-term research and development and experience accumulation. I hope that my country's BMS industry technology will break through the technical bottleneck as soon as possible, master advanced core technologies, and new energy vehicles can "run" safely on the road!

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