Where should the new energy vehicle market with th

2022-07-31
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Where should the new energy vehicle market with an investment of over trillion yuan in two and a half years go

reviewing the development of new energy automobile industry in recent years, it can be described as "dream". Since the beginning of 2014, China's new energy automobile industry has ushered in the first year of development. In this year, the sales volume of electric vehicles in China began to increase explosively. Although the market scale was small, the Chinese government firmly promoted the decision, which became the foundation for everyone to be optimistic about the development of new energy vehicles in the Chinese market. The scale of investment in the new energy automobile industry is also growing, including vehicle manufacturing, auto parts, auto aftermarket, new travel modes (including time-sharing leasing, etc.). The influx of funds has constituted one of the largest capital flows in recent years. Although the national subsidies for new energy vehicles have declined since last year, it is clear that this can not stop people's enthusiasm for the new energy vehicle market. After all, not everyone is willing to give up this big cake

the Economic Observer took half a month to carefully sort out the investment in new energy vehicle projects in all provinces of the country and the construction of local new energy vehicle industrial parks. The final conclusion is very surprising: in 2015-2017, the national investment in new energy vehicle projects has exceeded one trillion yuan

the influx of capital has directly brought about several prominent phenomena as in previous years: first, the surge in new energy vehicle production capacity. According to the incomplete statistics of the Economic Observer this time, China already has a new energy vehicle production capacity plan that exceeds the target by more than 10 times. Overcapacity is an inevitable result, even more serious than the situation of traditional cars; The second is the rapid rise of automobile projects all over the country. New 1. Automobile industry cities where manufacturers are responsible for equipment installation, commissioning and personnel training are emerging, challenging the original old brand automobile cities. Some emerging auto cities have gone deep into prefecture level cities and counties, and many cities have no auto industry before, or the auto industry is relatively weak. In terms of regional distribution, the Yangtze River Delta and the Pearl River Delta are still the core areas. The third is the change of the participation mode of local governments, from the traditional land and resources in exchange for investment to the docking of capital and technology. In the last wave of investment fever, cities such as Ordos directly granted a large number of mining rights in the cooperation. In fact, the investment in the automobile factory finally became a half started product, which did not greatly stimulate the local economy, but only increased the number in the short term. Fourth, according to the requirements of "made in China 2025" and "medium and long term development plan of automobile industry", new brands are emerging one after another, and the number of enterprises with multi brand operation is increasing. Some of these phenomena are familiar, and some are "new changes" at this stage

nearly 40 new energy vehicle enterprises invested and built factories to seize the opportunity

although the production and sales of new energy vehicles in the first half of 2017 were not satisfactory, according to the latest data released by the China Association of automobile manufacturers, the cumulative production and sales of new energy vehicles in China in 2017 were 212000 and 195000 respectively. Although there were year-on-year growth, the sales in the first half of 2017 were less than 1/4 of the annual target, far from the optimistic target of 800000. Even though the sales volume is dismal, it is undeniable that the new energy vehicle industry is still in full swing, which can be seen from the rebound in sales volume of new energy vehicles and the trend of monthly growth

what is more obvious is that under the background that new energy vehicles have become one of the seven strategic emerging industries, in 2017, many enterprises in the field of new energy vehicles have stepped up the pace of plant expansion and production. According to relevant statistics, in the field of new energy vehicles in the first half of 2017, nearly 40 new energy vehicle enterprises, including Zhuhai Yinlong, Ranger automobile, national machinery automobile and other emerging enterprises, Chery new energy, BYD GAC and other traditional automobile enterprises, as well as many automobile enterprises including Jingwei Co., Ltd., Johnson Controls, GuoXuan high tech and other parts enterprises, have made actions in the aspect of investment and plant construction in order to seize more new energy automobile markets

is there a trap behind the trillion investment?

some people may ask whether the trillion scale investment is overheated and whether the large amount of capital investment will have a negative impact on the industry? Will a large number of new energy vehicle enterprises blindly build new factories lead to overcapacity of new energy vehicles? The problem is two-sided. However, it should be understood that the intervention of funds is an inevitable process for an industry to achieve healthy development

the survival law of the market is the law of the jungle, which is the elimination system. In the emerging new brands or emerging automobile cities, there are bound to be a large number of failed projects. Any party involved has to pay a heavy price, including ambitious local governments, which is the risk of investment. We may not have to worry too much about this overheating at the beginning. If there is no excessive competition in the industry, then the competition must be insufficient, which does not play a much role in promoting the development of the industry itself

among the current projects, there are many enterprises that directly purchase equipment and technology from abroad and quickly "assemble" electric vehicle products. This fast forward method will not only destroy the development prospects of the enterprise itself, but also affect the ecology of the industry

before the entry of international brand products, Chinese enterprises should seize this rare window of free competition, accelerate technology upgrading and R & D, and give full play to their scientific and technological innovation strength. For a long time to come, many auto companies still need to advance through trial and error, because it is only in this process that China's auto industry can achieve overtaking at corners

grasp water and hydrogen to achieve overtaking at corners

in this PK competition of new energy vehicles, Guangdong heyide Energy Technology Co., Ltd. should be one of the first enterprises to clarify the development direction. Over the years, heyide water and hydrogen team has never forgotten its original intention, insisted on taking water and hydrogen technology as the core, and is committed to the promotion and application of water and hydrogen technology in the new energy vehicle market. Hydro hydrogen people always believe that hydro hydrogen technology is the energy chip for China's new energy automobile industry to achieve overtaking in corners

in order to obtain accurate data, the hydro hydrogen power system solves the problem of hydrogen source of fuel cell, avoids the pressure storage, transportation and unloading of hydrogen during use, and eliminates the need to use high-pressure hydrogen storage tanks and build hydrogenation infrastructure. The water hydrogen vehicle has an ultra long range of kilometers, which dispels consumers' concerns about the mileage of electric vehicles. Compared with other new energy vehicles, water hydrogen vehicles have longer electric range, stronger electric driving performance and better electric travel experience

the essence of water hydrogen technology is to produce hydrogen from methanol and water, and then hydrogen and oxygen are catalyzed by proton membrane and reverse electrolysis to generate electricity. The water hydrogen power generation module of the water hydrogen automobile using the water hydrogen technology replaces the traditional electric vehicle battery, and there is no pollutant emission except "water" in this process. Car owners only need to add methanol water raw materials to have the same high endurance as traditional internal combustion engines. The methanol supply station can be put into use after a little modification of the original gas station, and the reconstruction cost is far lower than that of a new charging station. The raw material of water hydrogen vehicle is methanol water, and methanol power generation is about 1//3 of gasoline, so the cost will be reduced accordingly

the increase in endurance mileage has higher practical value for consumers, while for automobile enterprises, it has improved automobile manufacturing technology. From all aspects, the water hydrogen vehicle has the same endurance capacity as the internal combustion engine vehicle, but no emission; It has the environmental protection and convenience of traditional electric vehicles, but there is no charging problem. It has the same green power as hydrogen fuel cell vehicles, but there is no hydrogenation problem. Water hydrogen vehicles can be regarded as a clear stream in the field of new energy vehicles, which will not only be recognized by the market and consumers, but also be unique in the new energy vehicle market and truly realize overtaking in corners

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