Electric vehicles become the direction of China's new energy vehicles

New energy has become a trend
From the perspective of foreign countries, new energy vehicles may have such features as the following: The first is that hybrid power companies begin large-scale industrialization; the second is that plug-in hybrid vehicles are receiving increasing attention; third, pure electric vehicles Began to enter the market, and there is a rapid growth trend. In the development of new energy vehicles, Japan has taken the lead in hybrid vehicles. For example, Toyota focuses its efforts on hybrid power; Nissan focuses on pure electric vehicles; in the United States, several types of vehicles also develop simultaneously. Volkswagen's main task is to clean the internal combustion engine technology and regard electric vehicles as the ultimate goal of the company's development. General-purpose choices include: from internal combustion engine to hybrid power, and then to hydrogen fuel.

The difference between China and the United States holds great potential for development

However, China and the United States have significant differences. In the United States, new energy vehicles have higher internal enthusiasm and willingness. And China's new energy vehicles are more developed under the policy of assault and shelter. One is driven by internal forces and the other is externally driven.

However, there is still great room for development and growth potential in the Chinese market.

In the rapid development of China today, the popularity of automobiles is rapid, and the demand for energy saving and emission reduction is imminent. New energy vehicles can effectively reduce China's reliance on imported oil, enhance national energy security and achieve reduction commitments to the international community.

China has the lowest sunk investment in the traditional automobile industry among the world's major automobile manufacturers. Therefore, the historical burden is light, and the development of pure electric vehicles is the best way to realize overtaking and leapfrog development in cornering.

In the field of batteries, the gap between China and the world’s advanced level is relatively small. Moreover, in the important raw materials for batteries, lithium and rare earths, China has a resource advantage and can get rid of dependence on imported raw materials.

Multifactor constrains the industrialization of electric vehicles

At present, there are six restrictive factors in the development of electric vehicles in China: the development path of new energy vehicles is not clear; battery technology constraints, mainly the problem of endurance and charging time; customer spending habits; high cost of battery manufacturing; inadequate infrastructure support; policy support is not clear .

Two of the fundamental constraints are: the development path is not clear and customer spending habits are difficult to change. If the industry's development path is not clear, it means that stakeholders such as manufacturers, governments, and consumers face enormous uncertainty when making decisions, which directly affects the existence of problems such as costs, inadequate infrastructure, and government subsidies;

The two core aspects of consumption habits are the problem of endurance and refueling methods. In a megacity like Beijing, the endurance of less than 200 kilometers is unacceptable, and waiting for 9 hours of charging to complete “refueling” is completely inconsistent with car consumption. The direction.

Four elements of business model construction

Pure electric vehicles are a major development direction for future new energy vehicles. However, at present, there are still many factors that restrict the development of electric vehicles. The key to the profitability of the electric vehicle industry lies in commercial innovation, rather than pure product innovation. First of all, we should focus on customer needs in technology, not to waste energy in the wrong direction of rapid charging, but innovative ideas, the development focus on standardized rapid assembly and disassembly; the same time, the battery charging and intelligent power grid integration To realize the concept of low-carbon economy.

Second, in view of the high cost of batteries, if large-scale promotion, batteries should be separated from the cost of electric vehicles, and various financial innovations such as securitization should be used to provide financing for the large-scale promotion of electric vehicles.

Thirdly, using the source of financial subsidies for electric vehicles from the taxation of conventional power vehicles, the financial subsidies for electric vehicle manufacturers, battery operators, and electric vehicle users should be sought in a market segment. The balance of the market.

Fourth, in the future, the new energy automotive industry with electric vehicles as the core should be an overall business ecosystem that includes the government, electric vehicle manufacturers, battery manufacturers, battery operators, battery owners, and consumers. And try to use the market to seek the healthy development of the industry.