工业和信息化部新闻宣传中心于9月22日发表评论文章,驳斥"去宁德化"的观点。1该文章认为,中国新能源汽车产业的发展并非源于单一企业的贡献,而是依靠"一整套产业链能力的共同成长"。1工信部指出,虽然产业竞争可以激烈、技术路线可以多样、供应链可以多元,但必须守住底线:"不能让低质量内卷损害中国新能源产业来之不易的竞争优势"。1
宁德时代方面为专业分工辩护。该公司首席制造官倪军表示,"会造车,不一定会造电池",强调应该"专业的人,做专业的事"。1倪军指出消费电子电池与动力电池存在重大差异,动力电池对电芯一致性要求极高,单车需要数百至数千个电芯保持一致。1宁德时代董事长曾毓群进一步说明了这一难点,指出"做十亿块一样好的电池"是关键挑战——电池包中上百颗电芯中表现最差的一颗决定了整体性能,宁德时代因此坚持将电芯失效率严控在"十亿分之一"的水平。1
The Industrial and Information Technology (MIIT) News and Publicity Center published a commentary on September 22 opposing the "de-CATL" narrative, arguing that China's new energy vehicle industry development depends on the collective growth of the entire supply chain rather than any single enterprise 1. The article contended that while industrial competition can be fierce and technology pathways diverse, there are limits: "low-quality internal competition must not damage the hard-won competitive advantage of China's new energy sector" 1.
The MIIT-affiliated China Industrial Information News emphasized that the industry requires both protection of existing competitive strengths and allowance for pluralistic competition and technological innovation 1. Zeng Yuqun, chairman of Contemporary Amperex Technology Co. Limited (CATL), highlighted the manufacturing challenge of producing "one billion uniformly high-quality battery cells," noting that in a battery pack containing hundreds of cells, "the worst-performing one determines overall performance," and CATL maintains a cell failure rate rigorously controlled at "one in a billion" 1. Ni Jun, CATL's Chief Manufacturing Officer, further emphasized that "being able to make vehicles does not necessarily mean being able to make batteries," advocating that "professionals should do professional work" 1. He pointed out substantial differences between consumer electronics batteries and power batteries, with the latter demanding "consistency"—since a vehicle contains hundreds or thousands of cells that must maintain uniformity 1.
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