Recently, when German Minister of Economy Atmeier visited Poland, he and Polish Minister of Industry and Technology Jadwiga Emilevich jointly announced that the two countries will strengthen cooperation in the development and production of electric vehicle batteries.
Emilevic said that the two ministers of Poland and Germany discussed the possibility of jointly developing battery technology cooperation between the two countries. She also said that this cooperation is not limited to the cooperation between the two parties in the field of battery technology. It will be the same as the previous European countries that established the Airbus Group to promote the development of manufacturing industry, and try to promote industrial development by EU member states.
In order to achieve a higher level of cooperation, the German and Polish ministers decided to open this project to other EU member states to establish an EU-wide battery production project, and establish a "European Battery Union" as a way to attract relevant companies to participate. Platform. It is reported that both Germany and Poland will use the opportunity of hosting the German-Polish Economic Forum early next year to continue to discuss in depth the concrete implementation of this idea.
Expert analysis believes that Germany and Poland have joined forces in the battery field to try to establish a "European Battery Alliance", which is an urgent need for the European electric vehicle industry. As a traditional advantage in Europe, the automobile industry is facing strong challenges from companies in the United States and East Asia. At present, the German Ministry of Economic Affairs is facing greater pressure on the development of the electric vehicle industry, especially battery production. Recently, executives of German auto giants have voiced their voices, calling on Germany and Europe to get rid of their dependence on Asia in the battery field and build Europe's own battery production capacity.
In fact, the German government has long had the idea of establishing an electric vehicle battery production base in Germany, and the German automobile industry also recognizes that energy storage technology and batteries are an important part of the electric vehicle industry value chain. According to estimates, by 2025, the market share of the battery industry will reach 60 billion euros, accounting for 20% to 25% of the total value of passenger cars.
Therefore, Germany and Poland are vigorously promoting the establishment of an EU-level battery production alliance, which is also an important step for Germany to use the EU platform to achieve its dominant position in the field of new energy vehicles. Promoting the battery industry under the EU framework will make it easier for member states to implement state subsidies for the industry and vigorously support the development of related companies.
At present, a trend that worries Germany is that Asian battery production companies not only regard Europe as a market with considerable potential, but also regard Europe as a production base with huge investment potential, and Asian battery production companies have already settled in Europe.
Analysts pointed out that this time Germany and Poland are jointly promoting Europe’s own power lithium-ion battery industry, which is to actively compete for the dominance of battery R&D and production, and to maintain and expand Germany and Europe’s position in the supply chain and value chain of the electric vehicle industry. .
Although the initiative to promote the development of the EU battery industry is of great significance, the relevant German companies do not seem to be cold about it. Not long ago, the German Bosch Group clearly refused to establish a battery factory in Germany, and other related companies were hesitant to invest in this field. The important reason why the company is not interested is that on the one hand, the battery production is relatively large in the early stage, and the short-term rate of return is relatively low and unstable, which makes the company a lot of worries when making business decisions; on the other hand, Asian related companies are starting in this area. Earlier, they have already achieved considerable advantages in technology, products and prices. If European companies enter this field, they will be at a disadvantage in the competition from the beginning.
Therefore, although the German and Polish governments have shown their willingness in this regard, the relevant companies still hope to see the government's stronger political will and more feasible policies so that the company can have more stable earnings expectations.
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