November 20, almost all car companies to participate in the Guangzhou auto show executives, in the face of media interviews took turns bombing, there is a common question to be answered: What about the new energy vehicle planning.
Launched a number of car prices of new energy vehicles, including pure electric vehicles began to heat up. The new phenomenon is past its own brand dominated the field of pure electric vehicle market, the joint venture brands are beginning to join in one after another.
Own brand of pure electric vehicle products is increasing, such as Guangzhou Automobile Chi Chuan launched GS4 EV, JAC head rotor 1700 launched the SUV-iEV6S; joint venture car prices in the market pure electric products also appeared in various forms, Guangzhou Toyota launched the first pure electric Car collar Chi i1, Volkswagen highlight the pure electric car e-Golf.
Pure electric car joint venture car prices are close to the market, at least show the two judgments: pure electric market has been stimulating, become the consensus of the majority of car prices executives; own brand advantage in the past few years, a pure electric market, upcoming challenges.
Own brand strengths lie, which is an increasingly fierce market competition will only relevant government departments in power and car prices executives started a large area in front of the market, we must think about the problem in advance: pure electric car has been China is considered to be the hope of overtaking car, over the past five years, with the vigorous support to the Thinking there is no reserve sufficient competitive issues.
Pure electric siege independent joint venture
Over the past few years, a pure electric vehicle market in China, play is the most hi own brand. One of the most typical representative of BYD, Beiqi new energy, JAC several representatives.
Market point of view to get most of the products is the independent brand, because the joint venture brands of pure electric cars have not yet come in. Or even into the Chinese market, but also to the joint venture autonomous manner. While foreign car brands, only a Tesla.
The reason for this situation is twofold: First, China's new energy vehicles to support policy efforts to the world's largest series of policies aimed at the core of the subsidy is the independent brand; the other is the need to develop the market, waiting for the right joint venture brands to enter the market opportunity.
The second situation has changed, according to the Automobile Association statistics, in October the new energy vehicle sales 34,136, an increase of 5 times. Wherein the pure electric car sales 26,193, up 9.2 times year on year respectively. Pure electric car sales still occupy most, accounting for up to 76%.
An obvious logic is that the first condition of the future will be more and more weakened, independent brands enjoy dividend policy will be less and less, because the subsidies back slope mechanism is established. "In the past few years, a lot of supportive policies, but in 2020 began slowly on the abolition of the policy, it is a challenge." Said Zeng Qinghong, general manager of Guangzhou Automobile Group in Guangzhou International Electric Vehicle Industry Summit on November 20 in.
However, the second situation will become increasingly prominent: First charging infrastructure more perfect; the second is the consumer market has been quite a long time education, acceptance has been substantially provided.
These two changes in an elimination of a rose, in fact, provide a better environment for the joint venture brands of pure electric propulsion. Joint venture brands have sniffed the wind direction changes, the introduction of pure electric products more and more. For example, this year's Guangzhou Auto Show launched guangfeng collar Chi i1, Volkswagen continued to promote the e-Golf, it is expected next year the joint venture car prices electric products will increase dramatically.
The market is only several pure electric cars will be bought situation, it is accelerating change in the past few years. Most independent brand after years of research and development next year, we will launch the first or second paragraph of pure electric car products.
Although the joint venture has emerged signs of tight, but the development of its own brand as well as certain window period. There are some pure electric car brand, has spent the early stages of development, there is enough accumulated experience and technology market, to accelerate the expansion of the market.
According to Yan Chen Teng potential automotive president, said Teng potential sales this year may break through 2000, it is expected to double next year can achieve growth. Teng potential with a pure electric vehicle products, has been playing for two years on the market. Next year will launch the second product.
One can determine the situation is to enter the market earlier brand recognition in the market will get better in the future competition is also an advantage. Dongfeng Nissan Kai Chen Morrowind has also entered the market two years experience in the market to get enough for the next generation of products for more targeted improvements.
This theory of own brand of pure electric cars is also true, according to 21st Century Business Herald reporter statistics on car prices published information, next year will own brand of pure electric vehicle market Danian appear. Independent brand snatch the last three to four years of subsidies window.
To get rid of subsidies dependent on their own brands
When the joint venture brands of similar products, all of a sudden when the market will come to compete with Taiwan and its own brand, its own brand of new energy vehicles is still very obvious disadvantage.
First, the product is too single, the majority of products in its own brand of pure electric technology for the support and development of plug-in hybrid and extended range, in essence, the technical requirements that are consistent with several routes; and many foreign brands stocked hybrid , fuel cell, electric and other technologies to increase road difference, wider consumer choice.
Even a simple comparison of pure electric vehicles, its own brand as a whole there is no absolute advantage, especially three-core technology in battery technology. In the Guangzhou International Electric Vehicle Industry Summit, a battery expert authority mentioned, the current mainstream power battery ternary materials accepted in the short-term future battery technology gap between China and developed countries in the level farther.
The level of cell development, may be the biggest obstacle to the future of the constraints of China's new energy vehicle development. Even in the current lithium iron phosphate battery, this year new car sales increase energy situation, there have been "battery shortage" situation. Only one reason behind most of the independent brand car prices, no battery technology and capacity to rely on procurement.
This is a very dangerous trend, similar to a traditional car prices in the past is no power system technology, engine and transmission to be controlled by others.
Currently, the optimistic trend of the domestic pure electric vehicles arise entirely from subsidies and limited pulling plate policy. Four years later, phasing out support policies, competition pure electric cars, car prices still fight brand, technology and products.
Under high subsidies, own brand of pure electric car prices are generally not low, almost joint venture car prices on the market products in the same price. If this situation after the policy back slope, still able to maintain, so the brand to upgrade its own brand will achieve.
Slope before retirement subsidy, unless a larger scale independent brand of pure electric car prices, lower cost sharing or brand upgrade was successful, otherwise difficult competitive independent brands. In pure electric vehicles competitive market, independent brands is difficult to rely on price to survive. Prices and technical differences battery will allow cost-effective style of play is more difficult than selling conventional gasoline vehicles.
Can not get rid of their own brands rely on subsidies, it would be a systemic problem. BYD, Geely are planned in 2020, sales of new energy products and large-scale reversal, that when sales of new energy vehicles will be based.
Some new entrants into the field of pure electric car prices is accelerating the pace, by the end of next year, Guangzhou Automobile plans to launch electric models. 2020 is expected to achieve sales of 200,000 new energy vehicles.
But future competitiveness of pure electric vehicles, also more than limited pure electric technology. Major changes in the automotive products, but also includes intelligent. Because national policies tend to not like the electric car as their own brands, the trend this year has been very clear, a joint venture brands are applied on a large scale intelligent technology.
Trend pure electric vehicles competitive intelligence contained therein is clear. But the current degree of intelligent applications and markets, the independent brand has lagged behind the joint venture, which is a pure electric future trends a warning.