Expectation of transformation and upgrading of traditional manufacturing industry and ideas of supply-side reform.
Some insiders believe that "the supply-side reform, de-capacity, de-inventory, transformation and upgrading strategies proposed by the corresponding countries are reflected in the addition and subtraction of the automobile industry, the subtraction of traditional automobiles, the strict control of production capacity, and the addition and vigorous development of new products and technologies." Because the traditional automobile industry started late, the gap between the traditional automobile industry and multinational companies in core technology is obvious. But in the field of new energy, there is not much difference between China and the West. How to use policy guidance to accelerate the process of industry marketization and enhance the competitiveness of industrial chain has become a series of problems to be solved during the 13 th Five-Year Plan period.
At present, there are more than 700 finalists in the Catalogue of Recommended Models for the Promotion and Application of New Energy Vehicles published by the Ministry of Industry and Information Technology on 20 16. Before the original catalogue was abolished, more than 3,000 models were selected.
Payment. Because of its age, the previous vehicle catalogue has relatively imperfect technical standards. At present, the state has relatively clear standards for the safety, technology and quality of new energy vehicles, so the catalogue needs to be re-screened to eliminate substandard products.
The policy of strict market access, strengthening quality control and post-event supervision has become a trend, and enterprises without industrialized production capacity may face challenges. As a technology-intensive industry, any technological progress needs long-term accumulation and investment. Zhu Jun, deputy director of the technical center of SAIC Bus Company, revealed that SAIC also hopes to build its own core competitiveness. In the past few years, SAIC has invested more than 6 billion yuan in the field of new energy, becoming the only independent automobile enterprise in China with independent intellectual property rights and mass production capacity in the three technical fields of pure electric, plug-in hybrid and fuel cell, and mastering the core technologies of "battery, electric drive and electronic control".
Technical advantages can help car companies achieve cost control. Cost pressure is also a key challenge for car companies in the "Thirteenth Five-Year Plan". According to the new energy subsidy policy, the annual subsidy for new energy vehicles except fuel cells will be reduced by 10% in the next four years. SAIC tries to master the core technologies and components, speed up the launch of models and achieve scale to reduce costs.
Take Roewe as an example. When Roewe e550 was first launched, the powertrain cost was 1.2 million yuan, the fuel consumption per 100 kilometers was 2.3 liters, and the acceleration per 100 kilometers was 1.5 seconds. A year later, the new Roewe e550 only takes 9.5 seconds to accelerate 100 kilometers, and the fuel consumption per 100 kilometers is reduced to 1.6 liter, and the cost is also reduced by nearly 20,000 yuan. The Roewe e950, which will be launched soon, is accelerated to 8.5 seconds in 100 kilometers, and its fuel consumption is only 1.7 liter, and its powertrain cost is reduced by 20,000 yuan.
In the new energy planning for the next five years, Geely particularly emphasizes "let consumers buy new energy vehicles at the cost of traditional vehicles", but how to effectively control the cost? Geely's solution is to upgrade technology and warm up in groups, such as increasing investment in hybrid technology in conjunction with Changan and other car companies.
In order to achieve a double breakthrough in cost and technology, since last year, automobile companies including BAIC, SAIC, BYD and Changan have announced their future investment plans in new energy. According to the reporter's rough statistics, the investment in new energy will reach 80 billion yuan in the next few years. The investment direction includes the integration of complete vehicles, infrastructure and parts. Driven by policy guidance and capital, the competition pattern of new energy industry will gradually become clear.
However, according to the Analysis Report of China New Energy Automobile Industry Market Prospect and Investment Strategic Planning in 20 16-202 1 year by Forward-looking Industry Research Institute, the monthly output in 20 15 and 12 reached 99,800, and this year's output is 1.665438. Although the year-on-year growth is still considerable, the new energy is not as beautiful as it looks from the quarter-on-quarter growth of 20 15.
Since entering 20 16, the new energy vehicle market has shown a situation of no subsidy and no sales. The problems faced by new energy vehicles will be exposed one by one in the complex factors such as cheating and compensation, subsidy slope, recommendation catalogue slimming, and battery development route dispute. New energy vehicles are a beautiful vision of energy conservation and environmental protection, and they have to be tested by monitors.