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Volatile A123 Systems (AONE +17.2%) rebounds all the way to $0.82 after reaching a deal with...

Volatile A123 Systems (AONE +17.2%) rebounds all the way to $0.82 after reaching a deal with China's Ray Power Systems to supply a 2MW grid energy storage system. Though 2MW may not sound like much, Ray Power proclaims the deal will "validate the technical capabilities" of grid storage, and A123 is hopeful it will open up new opportunities in China. Selling energy tech in the country has its risks, as American Superconductor and Maxwell can vouch. (previous)
Comments (5)
  • JohnInMA
    , contributor
    Comments (45) | Send Message
     
    If there is one thing the Chinese are known for, it's the buy-one-install-many routine. Whether it is manufacturing technology or consumer electronics technology, etc., it is almost predictable in some cases. In the 90s I was a part of a company who manufactured high-tech optical coating equipment - with a number of unique, patented capabilities. The buy-one-install-many activity was so rampant at that time that one facility made a contract for one machine trial and within a year our sales rep found at least 4 different manufacturers using the technology. The machines were identical in appearance - essentially carbon copies - down to the nut and bolt - and with a Chinese company logo placed in exactly the same location as the original.

     

    My point: Although the Chinese have relaxed that behavior to some degree, I wouldn't expect the floodgates to open for AONE in the country without a lot of political influence. And that seems pretty weak these days.
    20 Jul 2012, 10:35 AM Reply Like
  • qqer
    , contributor
    Comments (3) | Send Message
     
    Let me tell you the truth. Aone learned how to make cells from China Battery makers originally.

     

    So, in you logics, it is Aone who should be named as copycat!
    21 Jul 2012, 08:47 AM Reply Like
  • JohnInMA
    , contributor
    Comments (45) | Send Message
     
    What is your claim exactly? Are you able to back it up? After all, the Chinese are not known for novelty as much as for leveraging technology (often from others) and winning the manufacturing cost races. And AONE has a legitimate joint venture with a Chinese manufacturing company, so it's hard to believe they might have taken advantage of any methods or techniques without due compensation through such a relationship. Unlike the Chinese.
    22 Jul 2012, 09:22 AM Reply Like
  • qqer
    , contributor
    Comments (3) | Send Message
     
    LOL, JohnInMA, sorry to reply you so late. But I am happy to see that A123 is now controled by Wanxiang Gruop, a Chinese company. So, your imaginary " buy-one-install-many routine" has been proved to be a outdated cold-war science fiction.

     

    I onced worked in Advanced R&D Dept. of HQ of A123, so I belive I know much more than you, even what you believed to be core secret.

     

    If you know a little more about this company's history, If you know their early impressive products are made by Chinese companies such as BYD and Lishen ; and if you know a little more about how many big U.S companies such as Google, Apple, are charged by their competitors with claims of "copycat", you should feel shame for your arrogant racism view.

     

    To be honest, the real leaders of battery manufacturing are Japanese companies, and even korean companies are not bad. NO Chinese will be stupid enough to copy from the dwarf.
    9 Aug 2012, 04:18 AM Reply Like
  • JohnInMA
    , contributor
    Comments (45) | Send Message
     
    Nice try to defame me by using the tired (and nowadays meaningless???) cry of racism. My opinion is based directly on involvement in two different machine industries - for data storage and memory technologies as recently as 2006. As I said, I personally have entered a plant and seen a row of machines (thin film coaters) that looked and operated exactly like the one we offered on consignment a year earlier (which was returned). The Chinese, on the whole, are NOT known for generating the most novel inventions but more for improving techniques and especially for winning the manufacturing cost battle.

     

    As China continues rising as an industrial power, no doubt this characteristic will change with it, or is changing. But it is neither xenophobic nor racist to point out that, again on the whole, China is not at the level of other nations. You even point out that Japan and Korea are the betters in energy storage.

     

    You still need to clarify your claim that A123 built their products or business on Chinese technology. For example, did A123 surreptitiously acquire this manufacturing technology? Did they form a partnership or venture? Was there any business arrangement of any kind? Unless the first is true, it is NOT a copycat situation as you claim. It is a business situation.
    9 Aug 2012, 11:43 AM Reply Like
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