Overseas factory construction: leading companies are preparing for battle

In addition to exports, lithium battery industry chain companies have also accelerated their overseas factory construction. In the past two years, the overseas expansion projects of leading battery companies have gradually entered the substantive stage: CATL's battery factory in Thuringia, Germany, has been put into production and officially supplied to customers around Europe; Guoxuan High-tech's Göttingen factory in Germany, Fremont factory in the United States, and the first phase of the joint venture factory in Thailand have gradually been put into production; SAIC Zhengda's power battery factory in Thailand has been put into production; Honeycomb Energy's Thailand factory has also been put into production...

According to LatePost, Zeng Yuqun, chairman of CATL, issued the No. 1 document of the President's Office in 2024. In the letter, he stated: The domestic market is becoming more and more competitive. CATL's overseas market share caught up with LG last year, and there is still a lot of room; the international situation in 2024 is changing rapidly, but the general trend of new energy is an international consensus. Temporary uncertainty gives more opportunities to capable people.

According to reports, Zeng Yuqun will personally take the helm of the overseas layout. Tan Libin, Huang Siying, Feng Chunyan and Zeng Rong, the three co-presidents, will take on the tasks of overseas sales, base operations, overseas supply chain construction, and procurement, and report directly to Zeng Yuqun, building a decision-making system with efficient response links.

In 2023, Li Zhen, chairman of Guoxuan High-tech, also stated that if Guoxuan High-tech wants to make a difference in the process of globalization, it must have market layout in Europe, the United States, South Asia and other places.