How to make steady progress in the development of

2022-07-30
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How to make progress while maintaining stability in the development of new energy vehicles

on the one hand, the new energy vehicle policy should be stable. On the other hand, new energy automobile enterprises should enter the market. Enterprises should strengthen technological progress through competition. According to the production and sales data released by the China Automobile Industry Association, the production and sales of new energy vehicles in China in November were 110000 and 95000 respectively, down 36.9% and 43.7% year-on-year. This is the fifth consecutive month since the second half of 2019, and the decline is expanding. Due to the high production and sales base in December last year, China's new energy vehicles in 2019 will not achieve the target expected at the beginning of the year, but may also become negative growth

many people in the industry are worried about this. Some voices that negate the development of new energy vehicles began to rage again. The author believes that the more difficult the time is, the more it is necessary to maintain strategic concentration. The central economic work conference held not long ago proposed that next year, we should adhere to the general tone of seeking progress while maintaining stability, adhere to the new development concept, adhere to the supply side structural reform as the main line, and promote high-quality development. This requirement also has a strong guiding significance for the bumpy development of new energy vehicles in China

how can the development of new energy vehicles achieve steady progress

on the one hand, the new energy vehicle policy should be stable. The experience of international industrial development shows that it is necessary for the government to cultivate the industry through certain subsidies at the early stage of its gestation and rise. However, with the gradual growth and maturity of the industry, subsidies will eventually withdraw, realizing the industry from policy driven to market driven

it should be noted that although the decline of financial subsidies is the general trend, the magnitude and pace of the decline are also very important. With the rapid development of lft-d molding technology (long fiber reinforced thermoplastic material molding technology) in Europe and the United States, different from the past, when the average subsidy per new energy vehicle decreased by 15%, Huaibei City made every effort to promote the centralized development of aluminum based high-end metal material bases. In the second half of 2019, the central government subsidy declined by 50% and local subsidies were cancelled. The rate of decline was so great that some enterprises had to take loss control measures to slow down the market launch of new energy vehicles. At the same time, most local governments have not really implemented the previously released non fiscal and tax support policies for use, which also makes consumers' experience worse than expected and their willingness to buy less

with the acceleration of a new round of scientific and technological revolution and industrial reform, electrification, intelligence, networking and sharing have become the new trend of the current automotive industry reform. Accelerating the cultivation and development of new energy vehicles has not only become an urgent task to effectively alleviate China's energy and environmental pressure and promote the sustainable development of the automotive industry, but also a strategic measure to accelerate the transformation and upgrading of China's automotive industry. However, due to the immature technology, the market competitiveness of new energy vehicles is far less than that of traditional fuel vehicles. It is unrealistic to expect new energy vehicles to be completely driven by the market in the short term. The reason why 70% of the sales of new energy vehicles now come from cities with purchase restrictions is very illustrative. Therefore, it is necessary to maintain the stability and continuity of relevant policies and avoid the ups and downs of industries

on the other hand, new energy automobile enterprises should enter the market. Thanks to the policy support of the state and the continuous efforts of enterprises, China's new energy vehicle industry has made great progress in recent years. However, specific to the products of enterprises, there are still problems such as high price, short endurance and difficult charging. The financial subsidy policy is effective for cultivating the primary market of new energy vehicles. However, if it is implemented for a long time, enterprises are prone to suffer from policy dependence, lose the power and pressure of technology development and product upgrading, and the industry is prone to low-level blind expansion. This is also the original intention of China's decision to withdraw financial subsidies after 2020. Therefore, in the process of new energy vehicle development from policy driven to market driven, enterprises should strengthen technological progress and product evolution through competition to improve the supply capacity of high-quality products and services

without enterprise competition, there will be no industrial progress. Looking back on the 100 year history of global automobile is not only a history of market competition, but also a history of technological innovation. Whether it is a new force in car manufacturing or a traditional car enterprise, only by taking the new development concept as the guide, taking the supply side structural reform as the main line, accelerating the integration and innovation of electrification and intelligence, and controlling the key core technologies, can we cultivate products more competitive than fuel vehicles, create a business model in which the industry promotes high-quality development, and win new competitive advantages in the future

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