중국 전기차 배터리 기업의 해외 진출 사례 연구 및 시사점(A Case Study and Strategic Insights for the GlobalExpansion of Chinese Electric Vehicle Battery Companies)

본 연구에서는 중국 전기차 배터리 시장의 현황과 중국산 배터리의 글로벌 경쟁력에 대해 살펴보고, 중국기업의 유형별 해외 진출 사례와 특징을 분석했다. 또한 중국의 대표 전기차 배터리 기업을 선정하여 해당 기업의 해외 사업 전략과 경쟁력을 파악하고, 우리 정부와 기업이 활용할 수 있는 종합적인 대응방안을 고찰했다. Chinese EV battery companies, which dominate the Chinese domestic market, are recently entering global market in earnest. The demand for Chinese batteries is also rising as the demand for batteries increases due to the rapid pace of EV conversion in major automobile markets such as Europe and the United States. As the global market share of Chinese companies rises rapidly, the market share of Korean battery companies, which previously dominated the global battery market, is falling. As competition between Korea and China is expected to intensify in the global market in the future, it can be said that identifying the types and characteristics of Chinese companies’ global expansion and analyzing the strategies and competitiveness of major companies is essential to enhancing and maintaining the global competitiveness of the Korean battery industry. Accordingly, this study aims to examine the current status of the Chinese market and the global competitiveness of Chinese batteries, and to understand the characteristics of each type of global expansion of Chinese companies. In addition, I selected China’s leading EV battery companies to analyze their strategies and competitiveness, and consider comprehensive countermeasures that the Korean government and companies can utilize. In Chapter 2, to examine the development of the Chinese EV battery industry, I examines the Chinese market in terms of supply and demand, and identified the recent oversupply phenomenon that has emerged in the Chinese market. I also compared the level of competitiveness of the Chinese battery industry with that of Korea. First of all, in terms of demand, China is already the world’s largest EV battery market, and battery demand is expected to grow continuously until 2025, reaching more than 1TWh. In the Chinese EV battery market, the demand for LFP batteries compared to ternary batteries is increasing rapidly, and LFP batteries are used in 67% of Chinese EVs in 2023. On the supply side, CATL secures a majority of the market share in the ternary battery sector, and BYD and CATL occupy more than 70% of the market in the LFP battery sector. In addition, as the production capacity of batteries in China increases rapidly, the oversupply phenomenon in the Chinese market is intensifying. (the rest omitted)