New energy vehicles enter the "elimination"

In recent years, with the joint promotion of low-carbon environmental protection, energy security and industrial support, the development of global electric vehicles is very rapid. However, in the next three years, the competition in the new energy automobile industry will be extremely cruel. In the process, some car companies will grow up, and some car companies can only quit.

In addition, as the new energy subsidy policy declines, car companies will also usher in a new test. Tong Dongping, director of the electric coffee car and chief marketing officer, said that batteries and motors have determined the cost of new energy vehicles. Once the state subsidies are abolished, they will have a big impact on the new energy industry and even the entire automobile industry.

Recently, the 2018 Industrial Innovation and New Energy Vehicle Summit was successfully held in Beijing. At the meeting, industry experts analyzed the current development of the automobile industry. The mainstream car companies and the “new car power” executives discussed the issue of how to make profit after the new energy subsidy policy fell back.

Competition in the automotive industry intensifies the challenge of new energy opportunities

After the low-speed growth in 2017, China's auto industry performed well in 2018. Data show that in the first half of this year, China sold 14.07 million vehicles, a year-on-year increase of 5.6%, higher than the expected sales growth of 3% at the beginning of the year. Among them, new energy vehicles sold a total of 412,000 vehicles, an increase of 111.6%.

Shi Jianhua, deputy secretary general of China Automobile Association

"At present, China's auto industry has entered a low-speed stable period. However, there are still many support points for the development of the auto market." Shi Jianhua, deputy secretary-general of the China Automobile Association, said that first of all, China's strong rigid market demand is the driving force and source of sustainable development of the auto industry. Secondly, the revolution of new technologies will bring more opportunities and big space for the automotive industry, such as new energy and intelligent network; once again, new demands of consumers change the business model of the automotive industry, and the richness of different business models. And the emergence of the industry has brought opportunities; then, the automotive industry is changing, from manufacturing to manufacturing + services, looking for more business opportunities; finally, Chinese brand cars have a certain degree of competitiveness, which is also the entry of the automotive industry The fundamental foundation of a strong critical period.

"The fundamental purpose of China's auto industry is to strengthen the Chinese brand, and the development of new energy and intelligent networked vehicles will be a breakthrough to lead the transformation of the automotive industry." Shi Jianhua stressed that the country has passed the evaluation of the medium and long-term development plan. The construction of key projects, including new energy vehicle R&D and promotion application engineering, intelligent network connection promotion project, advanced energy-saving and environmental protection vehicle technology improvement project are all key tasks, and are also the basis for future development.

In recent years, with the joint promotion of low-carbon environmental protection, energy security and industrial support, the development of global electric vehicles is very rapid. As of last year, the global new energy holdings have exceeded 3.4 million, the market share has exceeded 1%, the average annual compound growth rate has reached 58%, and the new industrial structure is accelerating. Shi Jianhua believes that "it is expected that the global sales of new energy vehicles will exceed 18 million units in 2025, and the sales of new energy vehicles in China will exceed 4.7 million units. The development prospects of new energy sources are bright."

It is undeniable that new energy vehicles are the only way for China to achieve a big car country, but its development still faces many difficulties. Shi Jianhua said that the current maturity of battery technology and the convenience of charging are all affecting consumers' choice to purchase new energy vehicles. In addition, the quality of new cars and the high cost of maintenance and maintenance have also limited the rapid development of new energy vehicles.

At the same time, the competition for the new energy auto industry will be extremely cruel in the next three years. Shi Jianhua pointed out that “last year, 21 provinces in China announced new energy vehicle projects with an investment scale of 528.3 billion yuan. By 2020, the capacity of new energy vehicles will reach 20 million. However, the domestic market is limited, which will inevitably lead to new energy. The competition of car companies is very cruel. In the process, some car companies will grow up, and some companies can only leave the market."

How to profit from the new energy vehicles in the post-subsidy era

In the case of fierce competition in new energy vehicles, car companies will also face the reality that subsidy policies will fall back and even cancel subsidies, which may be a new test for various enterprises. Tong Dongping, director of the electric coffee car and chief marketing officer, said that batteries and motors have determined the cost of new energy vehicles. Once the state subsidies are abolished, they will have a big impact on the new energy industry and even the entire automobile industry.

Forum site

When talking about how to make a profit, Xiang Dongping believes that in the future, new energy vehicles will only be the foundation, and intelligent network will also be popularized. In this process, companies should integrate the industry to enhance added value, or create new business models, through mobile smart devices, to make users pay. “The value of the brand is more important than reducing costs.”

Tian Weidong, senior consultant of New Energy of Guangzhou Wilson Information Technology Co., Ltd., strongly agrees with this. He believes that the future of car networking will become a trend of automobile development. Car companies can build eco-services to make money without relying on selling cars. In addition, companies can also make profits by selling surplus points and improving the competitiveness of vehicle products.

It is understood that the average fuel consumption of China's passenger car companies and the new energy vehicle points management platform officially launched at the beginning of this month, passenger car companies can freely carry out new energy vehicle points trading through the platform.

As a member of the new force of the car, the zero-run car is relatively calm. Zhao Gang, vice president of Zero-Running Motors, said that the company needs to work hard to survive in the first three years. It is a success to start blood production in five years, because the smart electric vehicle industry is a long industry, not a year or two.

"Selling a car must make money. If you don't make money, the industry will not go." Zhao Gang stressed that there is basically no way to make money in the aftermarket of smart electric vehicles, because the state detection of all cars in the future will all pass through the far end. The data platform is done. Before that, we need to do a good job of the 'three-electric system' to control the cost.

In contrast, Wang Hui, director of the Jianghuai New Energy Passenger Vehicle Marketing Business Center, is full of confidence in the new energy vehicle. “With the rapid development of the “four modernizations”, new energy vehicles are more competitive than traditional vehicles, and consumers are more likely to choose. When demand is greater than total production, new energy vehicles are also profitable. Not too big a problem." Wang Hui said confidently.