Path selection under the "bottleneck" of new energy vehicles

In recent years, as a capital and technology-intensive new energy automobile industry, with the gradual decline of the state's subsidies for new energy vehicles and the improvement of standards, many car companies that rely on state subsidies have begun to struggle. Because of the delay in the state subsidy, the lag of the overall technology of the car has caused some new energy auto companies to lose the courage and funds to continue to invest, or simply suspend production for the tolerance of national policies, or to leave the auto industry to other areas. Recently, when the author of Henan Lixin Power Co., Ltd. in Xinxiang, Henan Province, and several leaders of new energy batteries and automobile companies, several new energy vehicle manufacturers expressed their confusion and helplessness towards the current development of the industry.

On the one hand, it is the confusion and helplessness of the suspension of production, but on the other hand, it is the expansion of the new energy vehicle market. At present, the development of new energy vehicles in China is still tending to rise. According to the data in August, the production and sales volume of new energy vehicles in China is 99,000 and 101,000, respectively, up 39% and 49.5% over the same period of last year; ~In August, the production and sales of new energy vehicles completed 607,000 and 601,000 respectively, an increase of 75.4% and 88% respectively over the same period of the previous year. In the same period of August, China's all types of cars produced a total of 2 million vehicles, down 4.4% year-on-year, sales of 2.103 million, also down 3.8%. As far as the current development of the automotive industry is concerned, the sales volume of new energy vehicles has continued to rise in the context of the decline in the overall sales of gasoline vehicles in China. The reason is that in addition to policy incentives and subsidies, there is another factor, that is, although the number of new vehicle manufacturing enterprises is small, the overall production scale of the company has gone up. Is it in line with the national vision to reduce the number of enterprises and increase the scale of production capacity of enterprises?

From the long-term perspective of the country, the development of new energy vehicles is of great significance. According to experts' estimates, the production and sales of new energy vehicles will reach 1.5 million this year. Although this amount of new energy vehicles can not be compared with the sales of gasoline vehicles, it doubled in the face of about 780,000 sales last year. According to experts' estimates, by 2020, the number of domestic new energy vehicles will reach 5 million. According to this figure, there is a huge market demand for new energy-powered vehicles in the future. However, in the face of a good market momentum, we must also clearly understand the "bottleneck" problem of the current new energy vehicles, and unite all the enterprises, governments, and research institutes in the industry chain, through unified planning and coordination. solve.

One of the "bottlenecks" is the country's policy orientation. As a strategic emerging industry that has emerged from a new trend, the new energy automobile industry is actively developing new energy vehicles in the development of the world. This industry will become the next high-tech powerhouse. From the perspective of China's own national conditions, the large population, tight resources and increased pollution have determined that China must limit the scale of development of traditional fuel vehicles. New energy vehicles are the only alternative path. Therefore, internal and external factors determine that China's development of new energy vehicle industry is imperative. However, due to lack of experience in the past, not far from the perspective, the threshold for manufacturing new energy vehicles is not high, resulting in blind expansion of the new energy vehicle industry and overheated investment. Some cities have one or two new energy vehicle manufacturers, and between manufacturers Standards vary and core technologies are missing. These enterprises have adopted low-quality and low-price competition to disrupt the market and have affected the overall level of industrial development. The favorable policy support given by the state has not achieved the best results. To this end, the future development path must be "supporting and strengthening". The state's subsidy policy should really focus on “spreading the pepper face” to highlight the key points and achieve “ride the horse, send a ride”, and then eliminate some low-level new energy vehicle manufacturers, so that some new energy auto companies are “ “Hungry” has risen to stimulate innovation in the field of new energy vehicles and keep R&D and technology at the same level as the world.

The second bottleneck is the lack of technological innovation capabilities. At present, China's new energy vehicle development will not only face the competition of traditional fuel vehicles, but also compete with foreign new energy vehicles. From the perspective of the world's overall manufacturing technology, the lithium-ion battery for vehicles that has been recognized and accepted by everyone has not yet made a fundamental breakthrough. Even the United States Tesla lithium-electric power vehicles still have battery storage, safety and driving mileage. bottleneck. As far as the domestic market is more confused, in addition to the core problem of short battery life, we have nearly 500 new energy vehicle manufacturers, but there are 15 manufacturing qualifications, and the obvious is the quantity and quality. In particular, some key components such as high-speed bearings and control chips for electric drive systems are still subject to people, relying on imports from abroad, and become the "knee neck" technology mastered by foreign manufacturers. In addition, the reliability, handling and brand reputation of the new energy vehicles we produce are obviously insufficient, and the profitability, independent innovation capability and comprehensive competitiveness of the industrial chain are weak. It can be said that this is the pain point of the development of China's new energy automobile industry, and it is also difficult. To this end, the path we need to choose is to learn the technology in a down-to-earth manner. We must take every step seriously and focus on promoting new energy auto companies to accelerate technological innovation, promote the improvement of vehicle manufacturing quality and enhance the attraction of advantageous enterprises. Guo Hua, deputy general manager of Henan Lithium Power Co., Ltd., said: "New energy vehicles are competing for full market competition. They must understand the advance and retreat in the face of national interests. On the external strong 'invasion' path, more is to strengthen each other. The integration of technical resources, joint research, and sharing of results, can make progress together."

The third "bottleneck" is the lag in the construction of charging infrastructure. Infrastructure is vital to the development of the electric vehicle industry. The popularity of charging stations and charging piles determines the degree of promotion of new energy vehicles. With the further expansion of the manufacturing scale of new energy vehicles, the construction of infrastructure such as charging piles has become a new energy source. The biggest bottleneck in car expansion. In general, traditional fuel vehicles can only run for hundreds of kilometers in just a few minutes, and new energy vehicles are fully charged for at least several hours, which is very inconvenient. Of course, when the charging facilities are complete and the vehicle and charging facilities are matched. Many times, it is often that the car is out of power and wants to charge, but there is no way to find a place to charge. At present, China still lacks a master plan for the layout of new energy vehicles. The construction of parking spaces for the majority of private consumers is slow. Some cities have built some charging piles, but the layout is unreasonable and the utilization rate is not high. . Mao Baoguo, CEO of Shenzhen's tram resource network, said: "Our new energy-powered car sales are exponentially growing, and the construction speed of charging facilities is far behind the growth rate of new energy vehicles. Nowhere to charge new energy vehicles. The embarrassment, many people gradually shift the enthusiasm for the consumption of new energy vehicles from the beginning to the calm at the time of purchase. Therefore, to develop new energy vehicles, not only to build factories to produce cars, but more importantly, the 'path' is perfect. Good infrastructure, from the 'software' and 'hardware' aspects of charging piles, charging stations, after-sales service stations and other supporting facilities, creating a broad path for new energy vehicles."

The fourth bottleneck is the lack of funds. Yang Tao, general manager of Henan Lithium Power Co., Ltd. believes that at present, the entire new energy industry, the shortage of funds in various chains is a very common phenomenon. No matter how the country's subsidy policy is adjusted, it is the general trend that its subsidies will fall back to disappear. Many enterprises still rely on the pursuit of subsidies to survive, the policy rigor is getting stronger and stronger, and the subsidy liquidation is lagging behind, which has already put a certain financial pressure on it. Once the state's subsidies fall back or even cancel, and the technical bottleneck can not achieve short-term breakthroughs, the cost will not continue to decline, and its capital chain will be more tense. In addition to leading companies that can obtain funds relatively easily, most new energy vehicle manufacturers will face funding bottlenecks. In the absence of sufficient funds for investment, the development path of new energy vehicle companies and the entire industry chain is even more worrying, either to switch to other products, or to the vicious transmission of upstream and downstream enterprises, so that upstream parts and components and downstream sales and operations The company shares these costs together. But these practices are not the path to cure the problem, the best path is innovation, such as product innovation or business model innovation, using innovative strength to prove the value of the company. The value of the enterprise is high, and the funds will naturally come to the company to “join the market”.