The big three in the new energy auto industry: Who can stand out?

Currently, new energy vehicles sold in the domestic market are mainly concentrated in low-end vehicles such as BYD, Zhongtai, and Beijing Auto New Energy. Local companies in the mid-to-high-end segment have not made any substantial progress. Instead, they have been imported from Tesla and foreign joint venture brands such as Teng Potential occupation.

Immediately after May Day, the news that car companies laid out the new energy vehicle market came one after another. First, Chery Automobile signed a contract for a new energy vehicle production base in Shijiazhuang. The next day, Xiaopeng Motor announced the establishment of a smart new energy vehicle plant in Zhaoqing. Subsequently, Mercedes-Benz registered news of eight new energy vehicle brands in China at one breath.

Whether it is a traditional car company or a new Internet company, all of them are not fully deploying new energy markets. Statistics show that there are no less than 200 newly registered new energy automobile enterprises in the country, including the recently established production capacity of nearly 63.58 million vehicles, of which only from 2016 to March this year, China’s new energy vehicles have added more than 120 new energy vehicles. The total planned production capacity exceeds 13 million vehicles/year. It has to be said that the scale of domestic new energy vehicles is rapidly increasing at a balloon-like speed.

Build a factory in China you chase me

On May 3rd, Chery Automobile and Shijiazhuang Municipal People's Government signed a framework agreement for a new energy vehicle production base project, and plans to invest a total of 3 billion yuan to build a new energy automobile production base in Shijiazhuang. Just a month ago, Chery Automobile had just signed a strategic cooperation agreement and investment agreement with Yibin City Government, Israel Quantum Company, and Qoros Automotive Co., Ltd., and will establish a new energy vehicle production base in Yibin City. The agreement stipulates that 5.5 billion yuan will be invested in Yibin, planning to build an annual production of 500,000 vehicle projects, including 200,000 new energy vehicles, and the estimated annual production value will reach 85 billion yuan. In addition, Chery Automobile built a high-speed new energy vehicle base with an annual production capacity of 50,000 to 100,000 vehicles for its new energy vehicle project in Shandong last year, and is expected to start production in May this year. Compared with Chery, GAC layout is faster. On April 27, GAC Zhilian New Energy Automobile Industrial Park was officially started construction. The planned production capacity of the vehicle is 400,000 vehicles per year, and the total investment is expected to exceed 45 billion yuan. Together with last year's GAC Group's annual production of 50,000 factories in Xinjiang, this is already the second new energy base for GAC.

The "arms expansion" of Guangzhou Automobile and Chery is not an example in the traditional car companies. Only 2020 new energy car sales targets released by 9 auto makers including FAW, Dongfeng, SAIC, Changan, BAIC, GAC, Chery, Geely and Great Wall It is already close to 4 million vehicles and the total investment is about 80 billion yuan. Also in the field of passenger cars, the total investment in new energy vehicles of Yutong, Zhongtong, and Jinlong alone exceeds 10 billion yuan.

In the same way, the new forces of internet builders that had been staying in the PPT stage have gradually entered the stage of production layout. Dong Mingzhu’s Zhuhai Yinlong announced that the new phase of the new energy automobile zone with a total of RMB 4.5 billion in Phase III was started. “Nanpai Rover” represented Xiaopeng Automobile and announced high-profile announcement of the establishment of a 10 billion automobile factory in Zhaoqing, which became known as a major province of car enterprises. Guangdong's first Internet car production project. Although Zhuhai Yinlong and Xiaopeng Automobile, which have already started to deploy new energy plants, have not yet obtained a “skilled permit,” the two have apparently mentioned the progress of the construction. The official of Xiaopeng Automobile revealed that its first mass production car will be listed in 2017, which shows its urgent mood.

Among the new car-building forces, nearly 30 new-build car companies have emerged, including Weilai Auto, Chehejia, Bojun Auto, Kailong Dongfang, Zhiche Youxing, Leshi Auto, Ranger Auto and Zero Running Auto. Only 13 of them obtained the "Establishment Permit". It seems that "buying a ticket" after making a car has become the consensus of most car companies. "The reason why the company has not started the construction of a vehicle without the "Establishment Permit" is mainly because of the support of the local government to give these internet car makers confidence. The local government's support attitude and quicker working efficiency will enable the relevant applications to be completed soon enough. Obtaining approval is one of the main reasons for car makers to consider investing in factories." From the sources of funds for some emerging companies, more than 10 of them have received financial support from local governments. The highest government investment accounts for nearly 40% of the total investment. It can be said that the bundling with the local economy has allowed Internet automobile factories to spring up.

Giants seize strategic heights

Currently, new energy vehicles sold in the domestic market are mainly concentrated in low-end vehicles such as BYD, Zhongtai, and Beijing Auto New Energy. Local companies in the mid-to-high-end segment have not made any substantial progress. Instead, they have been imported from Tesla and foreign joint venture brands such as Teng Occupied by the situation, it also allows foreign car giants to see the opportunity to come from behind.

Tesla founder Musk said recently that in the future Tesla will build four new super battery factories in the world, and the specific locations of the four new factories will be announced sometime this year. It is generally expected that one factory will be located in China. “If Tesla builds and builds factories in China, it will at least remove 25% of its import tariffs and 17% of VAT, and will eventually reduce its prices by one-third on the basis of the current situation. For Tesla to win a great competitive advantage in the Chinese market." Analysis of the industry.

If Tesla entered China as a "wolf is coming" story, Mercedes-Benz, Volkswagen, General Motors and other auto giants have begun to take a real step in the new energy field.

Mercedes-Benz recently registered eight new trademarks such as EQ, EQA, EQB, EQC, EQE, EQS, EQG and EQX in China. It is reported that these trademarks will be used in the Mercedes-Benz family of electric vehicles, the new car is expected to cover a variety of products such as compact, medium, large, SUV and pickup. Ni Kui, president of Beijing Benz Sales & Service Co., Ltd., said earlier that Mercedes-Benz will develop a series of electric vehicles and new energy vehicles. By 2020, Mercedes-Benz will have 10 related electric products to be launched and will be introduced into the Chinese market one after another.

At the just-concluded Shanghai Auto Show, Volkswagen, General Motors and other multinational car companies expressed strong ambitions to enter the new energy field. Volkswagen has exhibited three world premiere models, including the Volkswagen brand IDCROZZ and the Skoda VISIONE electric concept car. The mass production Skoda electric model series will be implemented from 2019 onwards. According to the 2025 strategy announced by Volkswagen, the future will focus on the R&D layout of new energy products, among which plug-in hybrid and pure electric vehicles will become the focus of planning, and electric vehicle sales will range from 2 million to 3 million vehicles. , accounting for 20% to 25% of the total. As Buick's first extended-range hybrid vehicle, Buick Velite5 was first launched and listed at the Shanghai Auto Show. Qian Huikang, president of General Motors China, said that GM will produce a pure electric vehicle in China within two years. As early as this March, General Motors announced a new energy strategy in China, which clearly stated that by 2020, it will launch more than ten new energy vehicles in the Chinese market, covering four major brands: Buick, Chevrolet, Cadillac and Baojun. Each year, at least one domestic hybrid car is introduced, covering all types of new energy products ranging from weak mixing to strong mixing, non-plugging to plug-in.

As the rain is coming to an end, it can be predicted that in the future, the domestic new energy automobile market will present a fierce scene of crowds. Compared with the expansion of the traditional automobile field a few years ago, this time it seems that the storm has come more violently. Who can become the mainstay of the new energy automobile market? Traditional car companies are still emerging forces? Chinese car companies are still giants of transnational corporations. At the very beginning, with all sorts of chaos, it can only be said that everything is possible.

External Rotor Motor

External Rotor Motor,Outer Rotor Motor,External Rotor,External Rotor Fan

Wentelon Micro-Motor Co.,Ltd. , https://www.wentelon.com