Chapter 347 Overtaking on a curve, no problem at all(2/2)
When Cao Yang said this, Lin Cheng immediately thought of a question.
"Mr. Cao, we have also had some contact with material suppliers during this period, and I have some ideas that I think need to be discussed in advance."
"Oh? But it doesn't matter!"
Cao Yang really wanted to hear the opinions of people in Lin Cheng's industry.
"Currently, the positive and negative electrode materials of lithium batteries, especially the positive and negative electrode materials, are mainly in the hands of Japanese companies such as Sumitomo Metal, Mitsubishi Chemical, Japanese Chemical, and Mitsui Copper Foil."
"We have no way to completely avoid them in the short term."
"Although there are some related manufacturers of positive and negative electrode materials in China, they have not yet fully developed and grown and require further support."
"So I think we need to consider acquiring some key materials ourselves or investing in building factories to produce them, so that we can grasp the core competitiveness."
"In addition, with the increase in battery production, related metal resources such as lithium carbonate, lithium hydroxide, nickel, and cobalt will one day become relatively scarce in the future."
"The prices of these materials are not particularly expensive now, but maybe the situation will be different when the production of batteries increases in the future."
"So I think it is also necessary for Nanshan Investment to come forward and start laying out some companies related to lithium mines, nickel mines, and cobalt mines from the early stage?"
When Lin Cheng said this, Cao Yang couldn't help but his eyes lit up.
Being able to raise this issue so early shows that Lin Cheng has thought about the problem seriously.
Cao Yang, who knew the situation of future generations, also knew very well that what Cao Yang said would happen in the future.
Especially for materials related to lithium ore such as lithium carbonate, the price increase is even more astonishing.
It is hard to imagine that a kind of mineral resource can increase its price more than ten times or dozens of times.
Is this an increase in the price of oil used by mining trucks?
Or has the value of the mines lying on the ground really changed that much?
"I will let Nanshan Investment start to consider the layout of mineral resources, but I am not in a hurry right now. When the time is right, I will purchase some domestic and foreign minerals."
Cao Yang naturally knows the importance of lithium mines, but waiting until the financial crisis to buy them will obviously save a lot of money.
Anyway, the current usage of lithium batteries in cars is very low, and it will not grow by leaps and bounds in the next few years.
You still have enough time to plan.
As for the various materials used in the battery, such as the positive and negative electrodes, the situation is different.
"As for the positive and negative electrode materials, some can consider producing them themselves, and some can consider investing in some domestic suppliers to support their development."
"Of course this cannot be achieved in a short time."
"When I first started, it was not impossible to consider purchasing some parts from manufacturers such as Sumitomo Metal."
"It is also possible to take this opportunity to inspect manufacturers such as Sumitomo Metal and prepare for our own production in the next step."
Batteries will be a very big industry in the future.
In addition to the familiar battery manufacturers, there are also various supporting material manufacturers behind them.
Even the profit margins of these material manufacturers are sometimes higher than those of battery manufacturers.
Naturally, Cao Yang would not ignore this matter at all.
Mainly, the quality of these materials is closely related to the performance of the battery.
For example, if the copper foil is not made thin enough, the other components of the battery will remain unchanged, and the performance will also drop.
Similarly, the diaphragm is also very critical.
"The performance of the separator determines the interface structure, internal resistance, etc. of the battery, which directly affects the battery's capacity, cycle and safety performance."
"Separators with excellent performance play an important role in improving the overall performance of batteries."
"In this regard, Nanshan Battery needs to consider investing in its own factory to build it."
Cao Yang also quickly gave his own suggestions.
Along with these suggestions, he and Lin Cheng also began to discuss specific battery specifications.
We even called the personnel responsible for the research and development of battery equipment from Nanshan Equipment.
Everyone discussed together and developed a prototype of the fhev battery used on Xingchen 3 step by step.
For the rest, Cao Yang would naturally come over from time to time to "reinforce the growth".
Of course, this is something for later.
Cao Yang now has to discuss the development of electric motors for hybrid models with Nanshan Transmission.
Chapter completed!