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“I am less and less confident that I am looking for self-owned brands to realize overtaking through new energy vehicles.†As the general manager of a domestic brand-owned auto company New Energy, Chen Dong (a pseudonym) had to the "First Financial." The Daily said.
Even BYD, the leader in the development of electric vehicles, is experiencing difficulties in the growth of new energy business. After several attempts and adjustments, BYD’s current new energy strategy has basically formed a bus-electricity cut-off, the K9 electric bus and E6 taxi's pure electric bus combination, but even so, subject to various conditions, the short-term profit outlook Still limited.
Taking BYD’s newly launched pure electric car E6 for private consumers as an example, the selling price of up to 368,000 yuan, even if it counts the country’s 60,000 yuan subsidy and the corresponding subsidies from local governments, the selling price is still close to 300,000 yuan. According to industry insiders, the medium-to-high-end vehicles in this market segment are full of competition and can be highly selective. As the technology is not very mature, and the E6 with high selling prices, the market space can be imagined. More importantly, at present, although Shenzhen, Hangzhou, and other cities have implemented detailed subsidies for private car purchases, the 60,000 yuan subsidy in the national policy has not been implemented until now.
Chen Dong believes that the core technology of new energy for self-owned brands is farther and far behind compared with multinational brands. In the past, the gap between self-owned brands and some multinational brands was mainly reflected on the basis of parts and components. However, the gap is not only on the basis of parts and components, but also the integration platform capabilities of the vehicle manufacturers.
Chen Qingtai, a researcher at the Development Research Center of the State Council, also believes that although there are opportunities for independent brands, there is great uncertainty. “Because the advantages of current multinational brands in new energy products have not yet been fully established and their influence is still relatively weak, the technological maturity of global new energy is still a period of time. However, whether the independent brands can use this opportunity to surpass the primary factor is electric vehicles. Breakthrough in core technology.†Chen Qingtai told reporters during the 9th Auto Industry Summit hosted by China Europe International Business School.
Dong Yang, secretary general of the China Association of Automobile Manufacturers, believes that independent brands do not have a significant advantage in new energy automotive technology. He made an analogy. A chef can't even do a good job with potatoes. How can he expect him to make sea cucumbers more than others? “From the strength of investment in new energy sources, as well as the development experience and even the related industrial foundations are relatively weak. For example, we still need to import raw materials such as separators for lithium batteries,†he told reporters.
“Moreover, in the past two years, the pace of developing new energy vehicles by self-owned brands has been somewhat delayed. Some subsidies and industry standards have been delayed, leading companies to not invest too much in R&D. After all, their economic strength is limited. Enterprises selling a car need to advance 100,000 yuan, you said that if the company mass production of electric vehicles, the need for much financial support? Say that the company has mastered the technology does not have the conditions for industrialization." Chen Dong said.
The “Energy-saving and New Energy Vehicle Industry Development Planâ€, which has been highly anticipated by the industry, has been twisted and twisted since its formulation and introduction. The time for publication has been pushed from the first April of this year to July and the end of the year. The specific timetable is still “to be determinedâ€.
However, judging from the characteristics of China's small and medium-sized cities and the existing traffic conditions, it may be an opportunity for self-owned brands to develop low-speed electric vehicles. Independent brands have more advantages over local governments in terms of their relevant policies.
Xu Guanhua, former minister of the Ministry of Science and Technology, said that China has accumulated certain technology in the research and development of electric vehicles and batteries for small electric vehicles. The domestic self-developed small electric vehicles have a speed of 140 kilometers per hour, which can meet the needs of transportation and some It can be equipped with a very small displacement engine, provide supplementary power, travel longer mileage, and has initial industrialization conditions.
The development of pure electric vehicles has not reached the industrialization conditions. The independent brands can begin with the development of low-speed electric vehicles, accumulate technology and financial resources, and prepare for the development of pure electric vehicles in the future.
Ouyang Minggao, head of the overall group of national "863" plans for energy conservation and new energy vehicle major projects, said earlier that the "12th Five-Year Plan" is a golden period for China's development of new energy vehicles. If it is not used, it may be during the "Thirteenth Five-Year Plan" period. Foreign products and technologies will enter on a large scale.
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Self-owned brand new energy car bend overtaking hope
Although up to now, the number of new energy vehicles researched and developed by domestic automobile manufacturers has reached 400 in the list of new cars of the Ministry of Industry and Information Technology, these products still have a long distance from mass production. And in the grand occasion of the development of new energy vehicles with self-owned brands, there are plenty of people who are doing things. Some car companies are still in the initial stage of research and development in traditional fuel vehicle technology. However, several models of pure electric vehicles have already been introduced. If you carefully observe the new energy concept vehicles exhibited by some car companies at major auto shows, they are actually far from real ones. Pure electric cars are still a few miles away.