National conditions determine the specificity of China's electric vehicle industry alliance

The central-level electric vehicle alliance is somewhat helpless. In order to prevent companies and local governments from wasting their resources and wasting resources, and to realize the grand plan of “turning overtakes” for new energy, it is very urgent to form a coalition. In foreign countries, this kind of industrial alliance is usually It is organized by car companies or industry associations to establish standards to jointly promote the health of the entire industry and to develop rapidly. The power of the market will cause them to spontaneously gather together and become a community of interests. This obviously does not work in China, regardless of Japan. The type of corporate alliance, or the TOP10 led by China Automobile Association, are unable to change the existing new energy industry disorder.

Question 1: Why can't companies spontaneously set up alliances?

There is a conflict between interests among car companies, and there is a possibility that individual alliances may be established. For example, BYD and Daimler’s small alliances, but large-scale cross-regional cooperation and sharing of new energy technologies and resources are obviously impossible. achieve.

Question 2: Why does the industry association alliance not take effect ?

The domestic industry associations do not have much influence on the members' decision-making. Even if the China Automobile Industry Association has already taken the lead in establishing the new energy TOP10 alliance, it is incapable of acting on the key issues such as harmonizing standards and coordinating the interests of all parties. The formal meaning of the alliance is more than substantive.

Helpless choice: Department led to set up

The "New Energy Vehicle Central Enterprise Major Alliance" led by the State Council's SASAC is the first new energy production automobile alliance with national standards, and it will help coordinate the interests of various provinces and cities on the local new energy industry alliance. , promote the unified cooperation of central enterprises.

Challenge: Insufficient participation of market forces

The national electric car league is habitually called the "national team" and reminds people of the Olympics. In many cases, the foreign opponents who confront our national players may be just ordinary chefs or Teachers, but the strength may not be disparate. By comparison, in the field of new energy, the national team can only be said to be more suitable for China's national conditions, to achieve the "world first" goal still needs all parties efforts.

New energy subsidies are also good, and the formation of the electric car industry alliance is also a good policy. All policies are actively guiding the development of new energy industries. Although this “macro-control” is indispensable, the development of new energy industry will eventually need to follow the market. Law. Compared with the public - Suzuki, Daimler - Tesla, BYD - Daimler and other car manufacturers alliance, the starting point of the central enterprise alliance and the market is a bit of a separation, with a strong official color, if you can not absorb more market forces to participate, lead The leapfrog development of the new energy industry will be questioned.

(Editor: Dong Lin)