In the global automotive industry, China seems to no longer stick to the 'curve overtaking', but to change the strategy to take the new energy vehicle as a breakthrough, and implement the 'change lane overtaking'. It turns out that the strategy change is very successful. China Automobile Industry Association recently According to the released data, China's new energy vehicle industry has maintained rapid growth this year. From January to May, the production and sales of new energy vehicles were 328,000 units, an increase of 122.9% and 141.6% respectively over the same period of the previous year. Completed 250,000 vehicles, an increase of 105.1% and 124.7% over the same period of the previous year.
At the same time, the National Development and Reform Commission also recently announced the abolition of foreign energy stocks in New Energy in 2018. This means that more and more capital and power are pouring into the field of new energy vehicles in China. The competition is more intense, and reshuffle is inevitable. Only companies with core technologies, strong financing capabilities, and excellent products can stand on the ground.
China's new energy vehicle development enters the fast lane
In recent years, China's new energy vehicles have developed rapidly. With the dual support of policies and markets, they have moved toward industrialization and scale. It is worth noting that the three consecutive years of production and sales in 2015-2017 ranked first in the world, China's new energy Cars have undoubtedly ushered in a gorgeous butterfly. 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. After comparison, it is not difficult to draw such a conclusion: Compared with 2011, the production and sales volume of new energy vehicles has increased by nearly 100 times in 2017. It can be said that whether it is production, sales or growth, China's new energy automobile industry has become A veritable world number one.
After five years of development, China's new energy vehicle industry has basically begun to mature, and at the same time, global energy vehicle development has begun to enter the fast lane. Countries have continuously introduced policies on the new energy automobile industry, and the world's famous automobile manufacturers. We are also stepping up research and development efforts to develop new energy vehicles based on pure electric power. On this basis, China has continuously introduced support policies and national standards for the new energy vehicle industry, in order to help formulate global standards. The purpose of the new energy vehicle standard. After a four-month policy transition period, the subsidy for the new energy vehicle was officially implemented before the Dragon Boat Festival. The new subsidy policy is very clear, which stipulates that the new mileage is long. Energy vehicles will enjoy higher subsidies, while new energy vehicles with short cruising range will face subsidy reduction or even complete cancellation.
With the implementation of the dual-point system and the re-launch of the new energy vehicle catalogue, the production and sales of new energy vehicles are rising month by month, and the industry is entering a fast-track for healthy development. China Association of Automobile Manufacturers data shows that the first quarter of 2018 China's new energy vehicle production and sales volume was 150,000 and 143,000, respectively, an increase of 156.9% and 154.3%. According to the plan, by 2018, China's new energy vehicle market demand will exceed 1 million, and turn over in 2020. Double, reaching 2 million.
Three major factors to promote production and sales are increasing
Concentrating on power to do big things, this is China's advantage, it also acts on China's new energy vehicle industry.
The biggest reason for the rapid development of new energy vehicles is that the new policy of new energy vehicles has been launched. As early as 2004, Ma Kai, the then director of the National Development and Reform Commission, approved the signing of the "Automobile Industry Development Policy", which will introduce new types of electric vehicles and vehicle power batteries. The research and industrialization of power was put on the agenda. In 2006, the Ministry of Science and Technology held the “Tenth Five-Year” special inspection and acceptance meeting for electric vehicles; in 2007, the “Energy Management Regulations for New Energy Vehicles” was introduced; in 2010, new energy vehicles were The State Council identified it as one of the seven strategic emerging industries; in 2012, the State Council issued the “Energy Conservation and New Energy Vehicle Industry Development Plan (2012-2020)”; In 2017, the Ministry of Industry and Information Technology again “the average fuel consumption of passenger car companies and new Energy Vehicle Integration Parallel Management Measures" comments for...
The ever-increasing policy intensity has impacted the mature traditional car-making pattern in China. A series of new car companies aiming at manufacturing new energy vehicles have been established, and even a large number of Internet companies have also stepped in. According to data released by the China Automobile Dealers Association, 2015 By the end of June 2017, there were more than 200 new energy vehicle projects officially implemented in China, involving an investment of more than 100 billion yuan.
At the same time, stepping into the era of new energy vehicle investment 2.0, the trend of industrial chain integration has become more and more obvious. From the data of the capital market in the past three years, the scale of mergers and acquisitions in the field of new energy vehicles is larger than that of direct investment. According to statistics, the lithium battery industry appeared in 2017. In many mergers and acquisitions, an average of 12 days of mergers and acquisitions, the top ten mergers and acquisitions totaled 28.5 billion yuan. The investment of new energy vehicles entered the 2.0 era, mainly based on mergers and acquisitions, horizontal vertical layout, emphasizing the synergy of the industrial chain. It can be said 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, and the level of charging piles and after-sales service is also constantly improving.
Technology upgrade into development essentials
From policy-driven to market-driven (consumption structure, consumer subject, consumption region, and consumption pattern as the basis for judgment), it is a deep-seated change in China's new energy vehicles, and it is the foundation of the industry's future. However, the potential is of course Big, but this does not mean that the new energy auto industry is 'invulnerable'.
First, the lack of core technology. Although China's power battery technology is constantly improving, but domestic power battery manufacturers have not developed a unique core technology in the market, still lacking the most important core competitiveness. The development of an industry is inseparable With 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 technology and cannot become the leader of the industry.
Second, patents are still short-term, and 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. The data released by China Automobile Association shows that during the period 1995-2015 The number of patent applications for new energy vehicles in the world totaled 185,537. The patent application for new energy vehicles in Japan is 46% of the total number of applications worldwide. It has an absolute advantage. China is closely followed by 18%. However, China's patent applications are mainly concentrated on power batteries. Systems, fuel cell vehicles and vehicle control and accessories, but there are fewer patent applications for plug-in hybrid vehicles, pure electric vehicles, and drive motor systems, indicating that China has invested heavily in key component development, but 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 fine, the gap is obvious, short board highlights', the quality of patent application is not high, the key The core technology and basic common technology patent creation and reserves are seriously insufficient, and most of the domestic core patent applications are controlled by foreign companies.
At present, the world automobile industry has entered a new era of technological revolution and innovation, and the emerging technologies such as the automobile industry and the Internet, big data, cloud computing, and artificial intelligence are accelerating integration. For China, this is to realize the transformation and upgrading of the automobile industry. A stronger strategic opportunity period. Therefore, we must continue to exert strength, accumulate and upgrade our own technology, increase investment in R&D of products, increase the intensity of patent distribution, and get rid of the situation that core components need to be imported from abroad at an early date.
