【主席团终身主席单位】彭博新闻社专访国轩高科董事长李缜

2020-03-14 10:53:45   作者:   来源:国轩高科

国轩高科目前已有序复工复产,对新能源产业前景表示乐观。

3月6日,徽商全球理事会主席团终身主席、国轩高科董事长李缜和国轩高科工程研究总院院长蔡毅接受了彭博新闻社记者电话采访,并针对当前新冠肺炎疫情对行业生产经营的影响等问题做出相关回应。
 
徽商全球理事会主席团终身主席、国轩高科董事长李缜
 
李缜表示,目前新冠肺炎疫情对整个汽车行业及动力电池制造企业的影响在合理可控的范围内,3-5月是一个重要的时间节点,希望新能源电动汽车市场能够尽快回暖,国轩高科目前已有序复工复产,对新能源产业前景表示乐观。

彭博新闻社采访内容摘要如下:

谈疫情
It’s still manageable at the moment, and will be OK if customers such as car companies can quickly resume production this month,” he said. “But if that is not improved between March and May, it will bring relatively greater challenges to our sales goals.”
新能源汽车购买量下降对国轩高科电池销量造成一定程度的冲击,但是目前仍在可控范围内。如果在3月-5月这一状况仍无法改善,将会给我们的销售目标带来挑战。

谈挑战
Aside from the recent crisis, challenges for the industry include reduced subsidies for EVs and keeping up withadvances in battery technology, Li said March 6. “The industry also requires higher capital expenditure, which further spurs consolidation and intensifies concentration among the top players.”
国轩高科是国内排名前三的动力电池企业,除了近期疫情影响带来的挑战,整个动力电池行业还面临着补贴退坡及电池技术突破等挑战。

谈产能
Li’s firm can become a top 5 global battery supplier, he said, and aims to expand capacity nearly fivefold to 100 gigawatt hours to feed expansion both within China and overseas.
在产能布局方面,未来国轩高科产能规划为100GWh,力争可以成为全球排名前五的锂电池供应商。

谈合作
The battery maker is in talks with four to five international carmakers for potential cooperation on batteries, StevenCai, head of Gotion High Tech Engineering R&D, a department of Guoxuan, said in the same interview.
国轩高科工程研究总院院长蔡毅在采访中表示,国轩高科正与四到五家国际汽车制造商进行洽谈,以寻求潜在合作。

谈技术
Guoxuan is seeking to raise the energy density of LFP batteries at module level and boost their range.
国轩高科正寻求在模组层级提高LFP电池的能量密度,并扩大其适用范围。

谈铁锂
There’s “a lot of room” for cheaper batteries known as LFP to grow, Li said. Carmakers are shifting back to LFP against a backdrop of easing subsidies and fierce competition in the market. Guoxuan says it is the second-biggest supplier of LFP units, which contain no cobalt or nickel, in China.
LFP有很大的市场空间。汽车制造商在补贴退坡和激烈的市场竞争的背景下开始转向支持LFP。目前,国轩高科是中国不含钴或镍的LFP电池的第二大供应商。

谈资源布局
Cobalt is a critical material given a possible global shortage in coming years. The firm has a joint venture with BYD and Metallurgical Corp. of China to secure nickel and cobalt, and is seeking stable supply of lithium to lower battery costs.
鉴于未来几年可能出现全球资源短缺状况,钴是三元电池材料中的关键材料。国轩高科与比亚迪(BYD)和中冶集团(Metallurgical Corp.)成立了合资企业,以确保镍和钴的供应,并正在寻求稳定的锂供应以降低电池成本。

谈储能
Guoxuan considers the energy storage business an area of opportunity.
国轩高科认为储能业务是一个市场机遇。

彭博新闻社原文报道详情如下:



 
编辑:余宏博

 
 

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