New energy vehicle industry development, these problems need to be resolved

In recent years, China's new energy vehicles have developed rapidly, and with the dual support of policies and markets, they have moved toward industrialization and scale. In 2011, China's new energy vehicles production and sales were 0.8 million units, less than one-thousandth of the production and sales of automobiles; by 2017, the production and sales of new energy vehicles reached 794,000 and 777,000 respectively. Judging from the development trend in recent years, China's new energy automobile industry has entered a stage of rapid growth.

After more than ten years of development, China's new energy automobile industry has formed a relatively complete industrial chain system from the upper, middle and lower reaches. Compared with the automobile manufacturing powers such as the United States, Japan, and Germany, they also have some comprehensive advantages. These advantages are mainly reflected in policy innovation, market development, and supporting infrastructure construction. However, compared with other automobile powers, China's automobile industry started late, so there will inevitably be some problems in the development of new energy automobile industry. Today, the electric vehicle resource network analyzes the development of China's new energy automobile industry. There are still some issues that need to be solved.

Do not blindly layout risk needs to be circumvented

According to the data released by the China Automobile Dealers Association, from the end of June 2015 to the end of June 2017, more than 200 new energy vehicle projects were officially implemented in China, involving an investment of more than 100 billion yuan. On September 28, 2017, the “Double Points” policy was officially released and was officially implemented on April 1, 2018. Many new energy vehicle manufacturers in China have begun to plan their layout, and China's new energy vehicle market will be further expanded. However, as far as the current situation is concerned, there are many existing local planning capacity sums that far exceed the national target for the new energy automobile industry. The industry has also generated many disputes and discussions on whether the capacity of China's new energy vehicles is overcapacity.

First of all, the planned production capacity can not be compared with the actual production capacity. It is too early to conclude that the capacity of the automakers is added to the overcapacity of the new energy vehicles. However, we must be alert to the possible overcapacity in the future. problem. Secondly, the current global new energy vehicle technology is changing rapidly, and it is difficult to predict the future technical route. However, because of the support of various new energy policies in China, new energy manufacturers are prone to venture ahead in the uncertain situation of future technology routes, and blindly developing new projects must bear great risks. Therefore, in the process of planning and arranging new energy industries, each manufacturer must be scientifically guided and must not be blindly advancing.

Technology is progressing but still needs to accumulate

The development of an industry is inseparable from the support of technology. In the current economic globalization, if there is no core technology to support the development of the new energy automobile industry, it can only imitate other strong players with core technologies and cannot become the industry. Leading sheep. Battery, motor and electronic control are the three core technologies of new energy vehicles. From the 309th batch of new cars published by the author recently, the new battery vehicles supporting the battery industry are ranked. The competition in China's power battery and motor industry is very fierce. The competition is equally important.

Taking electronic control, in recent years, China's electronic control technology and manufacturing level have made rapid progress, but at present it can be purely domestically produced, only some discrete components, passive components, and most of the power components such as IGBT still need to be imported. As the core component of the main control chip and microcontroller, it is more dependent on foreign imports. According to the electric vehicle resource network, there is such a situation. First, the company's own technology accumulation is insufficient, and second, the awareness of R&D investment in advanced products is weak. If you want to defeat the electronic control products of other countries in the international market, you must have your own unique product advantages. Although China's electronic control R&D and manufacturing technology is constantly improving, domestic electronic control manufacturers must continue to exert their strength, accumulate and upgrade their own technology, increase investment in research and development of products, and get rid of the situation that core components need to be imported from abroad at an early date.

Patent applications are growing but the layout is not comprehensive

In the global market competition of new energy vehicles, core technology intellectual property rights, especially patents, play a vital role. According to data released by the China Automobile Association, the total number of patent applications for new energy vehicles worldwide was 185,537 during the period 1995-2015. Car powers Japan's new energy vehicle patent applications account for 46% of the total global applications, with an absolute advantage. China followed closely with 18%, and the original patent applications of the United States, Germany and Korea ranked third (10%), fourth (8%) and fifth (8%) respectively. Japan continued to strengthen the patent layout of new energy vehicles in the main target market and built a strong patent barrier; the United States followed Japan and strengthened its patent distribution of new energy vehicles in its target market, which has formed strong patent barriers; South Korea is a latecomer to new energy vehicles and is active. Carry out the international layout of new energy vehicle patents.

The development of new energy vehicles in China is in a period of rapid development, and the number of patent applications for new energy vehicles continues to grow, and in 2016, there has been a spurt of growth. It is understood that the total number of patent applications for new energy vehicles in China has increased from more than 260 in 2015 to more than 450 in 2016. By 2017, the number of patents related to new energy vehicles in China will increase by 19.5% year-on-year. Despite the rapid growth of China's new energy vehicle patents, China's patent applications are mainly concentrated in power battery systems, fuel cell vehicles and vehicle control and accessories, but in plug-in hybrid vehicles, pure electric vehicles, and drive motor systems. The lack of patent applications indicates that China has invested heavily in research and development of key components, but there are fewer patents for complete vehicles.

In recent years, China has gradually become the largest automobile country in the world in terms of automobile production and sales. The demand for the internationalization of China's automobiles is also increasing. However, China's new energy vehicle independent brands still have the following problems in terms of intellectual property rights:

First, the advantages of patent layout of foreign auto companies are obvious, and the risk of patent barriers of domestic enterprises is high. The application of patent technology by foreign enterprises is comprehensive, the application of patent technology by domestic enterprises is relatively fragmented, the advantages of patent technology layout are not formed, the possibility of patent barriers and infringement risks exists, and the international patent layout is seriously lagging behind.

Second, the overall R&D strength of domestic enterprises is weak and the innovation capability is insufficient. According to the "China Automotive Industry Intellectual Property Development Report 2016" data, China's patent applications have the problem of "big but not strong, big but not precise, obvious gap, short board highlights", the quality of patent applications is not high, key core technologies and basic common technologies Patent creation and reserves are seriously inadequate, and most of the domestic core patent applications are controlled by foreign companies.