Will electric cars take over by 2030?
-Take up the electric car trend wind last chance
Now, new energy vehicle companies are starting to deploy second or even third factories in different places, and everyone wants to attract them.
Everyone competes for projects, pushes policies, and fights for funds, in order to
seize the modern industrial cluster centered on new energy vehicles in advance.
If you don’t get in the car under the tuyere, you may really have no chance.
Source of this article Urban Evolution
The month-on month decline in production and sales, the suspension of
production by car companies, the delayed delivery of new cars, and the delayed
listing of models… Because of the epidemic, new energy vehicles have encountered
a lot of trouble recently.
However, compared with traditional fuel vehicles, the new energy vehicle market
is relatively strong. According to the data of the China Association of Automobile
Manufacturers in April, the national automobile production and sales fell
by 46.1% and 47.6% year-on-year, respectively. Although the production and
sales of new energy vehicles fell month-on-month, they still achieved a
year-on-year increase of 113.7% and 112.2%.
Image Image source: Industry Information Department of China Automobile Association
When driving on the road, if you see brightly colored and smooth-looking sedans,
most of them are new energy vehicles—they appear more and more frequently,
and are surpassing the rearview
mirrors of traditional fuel vehicles.
While the market is still windy, local governments have successively introduced
policies to stimulate industrial development.
Recently, the General Office of the People’s Government of Henan Province
issued the “Guiding Opinions on Further Accelerating the Development of the
New Energy Vehicle Industry” (hereinafter referred to as the “Opinions”),
proposing to strive to build a 300 billion-level new energy vehicle industry cluster by 2025.
Two months ago, Zhengzhou launched the new energy license plate starting with “Yu AA”.
According to local media reports, the number of motor vehicles in
Zhengzhou has grown rapidly in recent years, and the growth
of new energy vehicles has also been rapid.
As of March this year, the number of new energy vehicles in Zhengzhou
has reached 178,000, including 138,000 small pure electric vehicles.
According to the new energy pure electric vehicle license plate compilation rules,
the previous pure electric “Yu AD” license plate resources are facing depletion .
As the city with the sixth largest car ownership in the country, Zhengzhou has
maintained a monthly increase of more than 10,000 new energy vehicles.
Data show that from January to March this year, Zhengzhou sold a total
of 22,600 new energy vehicles, a year-on-year increase of 75.81%,
and the penetration rate reached 33.53%.
Penetration rate is an important indicator, which is the ratio of new energy
vehicle sales to total passenger vehicle sales. The rise and fall of this number
is regarded as an important signal for the development of the industry.
In Henan, the penetration rate of Zhengzhou is not the highest.
The same data from January to March this year shows that the penetration rate of new energy
vehicles in Luoyang has reached 45.02%, and the penetration rate in Xinxiang, Shangqiu, and
Puyang is nearly 50%, which is close to “half” with traditional fuel vehicles. Zhoukou, Zhumadian
and other places The sales volume and penetration rate of the company are also growing steadily,
and some county and township markets have also performed well in the activities of new energy
vehicles going to the countryside.
In the stage of new energy vehicles conquering cities and territories, the market is Henan’s strength.
In 2021, Henan Province will deliver a total of 1.37 million passenger vehicles, including 230,000
new energy vehicles, second only to Guangdong (418,000), Jiangsu (344,000), Zhejiang (316,000)
and Shanghai (245,000 vehicles) are the four major coastal provinces and cities.
Of course, not all of the cities in Henan where new energy vehicle sales are hot are the high-end markets that “Wei Xiaoli” and Tesla are mainly targeting.
For example, according to the purchase data of compulsory new vehicle insurance, among the
82,500 passenger cars delivered in Shangqiu in 2021, 13,100 new energy vehicles will be delivered.
According to reports, the new energy models under the Wuling brand account for “half of the country”.
For urban travel and commuting, pure electric cars are rapidly accumulating new energy users in
the Central Plains. It is this kind of consumers’ enthusiasm and recognition for new energy vehicles
that gives Henan the confidence to develop the new energy vehicle industry.
In November 2021, the General Office of the People’s Government of Henan Province issued
the “Implementation Plan for Accelerating the Development of the New Energy Vehicle Industry
in Henan Province”, which clearly stated that by 2025, the annual output of new energy vehicles
in the province will exceed 300,000, and strive to reach 500,000. The total number of fuel cell vehicle
demonstration operations will exceed 10,000. The province has built more than 2,000 centralized
charging (swap) power stations and more than 150,000 charging piles of various types.
The penetration rate of new energy vehicles has increased significantly. Energy vehicle industry cluster.
Henan Province’s 2022 “Government Work Report” proposes that by the end of the “14th Five-Year Plan”, Henan’s passenger car production will reach 3 million units, new energy vehicles will
account for more than 30%, and the industry scale will reach 500 billion yuan.
The “Opinions” also set the development goal of “industrial scale growth by leaps and bounds”:
by 2025, the annual output of new energy vehicles will exceed 1.5 million, accounting for
more than 40% of the province’s vehicle output, and efforts will be made to build 300 billion
new energy vehicles. The automobile industry cluster strives to promote the province’s
automobile output value to reach 500 billion yuan, the output value of parts and accessories to
reach 500 billion yuan, and the sales and value-added service operating income to reach 500 billion yuan.
The term “new energy vehicle” first appeared in the 2011 government work report. Since then,
new energy vehicles have appeared in almost every year’s government work report.
With the support of central policies, local governments are also making efforts. Shanghai,
Guangdong, Anhui and other provinces have all released action plans to accelerate the high-quality development of the new energy vehicle industry, with specific goals for the production
capacity, market share and market penetration of new energy vehicles in 2025—— Guangdong has launched an impact on the automobile manufacturing industry’s revenue
exceeding one trillion yuan, and the output of new energy vehicles has exceeded 600,000;
Shanghai has set a goal of exceeding 1.2 million new energy vehicles and an output value of
350 billion yuan; Anhui’s automobile output has exceeded 3 million , of which new energy
vehicles account for more than 40%…
When it comes to the city, Hefei is one of the earliest cities to develop new energy vehicles.
In 2009, when the “Ten Cities, Thousand Vehicles” project of new energy vehicles was launched,
Hefei was the first batch of participants and one of the few cities among the 3 batches of 25 cities in the project that reached the standard.
In 2020, NIO will spend 10 billion to “continue its life”, laying the foundation for Hefei to build
a “new energy vehicle capital”. According to the “14th Five-Year Plan for New Energy Vehicle Industry Development Plan of Hefei City” released last year –
By 2025, breakthroughs will be made in the cultivation of world-class auto industry clusters, and the output value of new energy vehicles will exceed 300 billion yuan.
The production capacity of new energy vehicles has reached 1.5 million, and the output of new energy
vehicles accounts for more than 50% of the city’s total vehicle production and more than 25% of the national total.
Such an industrial development goal is almost equivalent to that of a province in Henan.
Xi’an also proposed “the capital of new energy vehicles”. It was also proposed in the
“Implementation Opinions on Accelerating the Promotion of High-quality Development of the New Energy Vehicle Industry” released last year that by 2025, Xi’an will become a first-class new energy vehicle industry in the country. base.
Xi’an’s confidence comes from its “deep marriage” with BYD. According to local media reports,
Xi’an BYD is the largest new energy vehicle production base in China. Up to now, Xi’an BYD
has produced more than 600,000 new energy vehicles, ranking first in the world.
It can be seen to the naked eye that the competition for car-making between provinces is becoming more and more intense, and Henan is more like a “latecomer” in this wave.
According to this “Opinion”, in terms of industrial layout, Henan will develop the vehicle
industry with Zhengzhou as the center, focusing on the development of new energy passenger vehicles,
passenger vehicles, and trucks; places with a good industrial foundation will focus on developing
supporting industries, introducing and cultivating core Leading parts and components enterprises,
and strive to build a new energy vehicle industry base with national influence.
Just last week, Henan Governor Wang Kai attended the Zhengzhou Xinggang New Energy
Industrial Park Phase II Project, the FAW Jiefang New Energy Vehicle Zhengzhou Base Project,
the Zhengzhou Municipal Government and the China Development Bank Henan Branch Strategic
Cooperation Signing Event, and also signed a contract with BYD Group. Chairman and President
Wang Chuanfu had a video discussion.
Wang Kai said that BYD is a leader in the new energy vehicle industry, and the signing of the
agreement means that the cooperation between the two parties has reached a new level.
It is hoped that BYD will increase its industrial layout in Henan, expand more cooperation
achievements in the fields of automobiles, batteries, intelligent transportation and logistics,
and help Zhengzhou build an influential new energy automobile industry base in the country.
For the layout of the new energy vehicle industry, the supporting facilities still need to be improved,
the key technologies need to be broken through, and the application scenarios need to be supported.
Taking Shanghai, which currently has the highest number of new energy vehicles in the country,
as an example, with the gathering of Tesla Gigafactory and a group of new car-making forces such as Weilai, Ideal, and Hezhong, Shanghai will only have an output value of the
new energy vehicle industry in 2021. It exceeded 160 billion yuan, a year-on-year increase of 200%.
The convenience of energy supply is an important link in the new energy vehicle industry chain.
At present, the ratio of new energy vehicles to charging piles in Shanghai has reached 1.3:1,
that is, every 1.3 vehicles is equipped with one charging pile, which is much higher than the national average vehicle-to-pile ratio of 3:1.
With the goal of a moderately advanced urban charging network, Shanghai proposed that by 2025,
to meet the charging needs of more than 1.25 million electric vehicles, the city’s vehicle-to-pile ratio should not be higher than 2:1.
According to the “Opinions”, Henan also proposed infrastructure guarantees, and set the target as
the province’s charging (replacing) and adding (storing) hydrogen technology level, facility scale, and
operation quality have significantly improved by 2025, and the establishment of centralized charging
There are more than 5,000 (exchange) power stations, more than 150,000 charging piles, and more
than 100 hydrogen refueling stations, achieving full coverage of key application areas.
In addition, the contradiction between supply and demand of chips is also an important problem
plaguing the current automobile industry, especially the new energy automobile industry.
According to data, due to the insufficient supply of automotive chips, the global automobile
production will be reduced by about 11.31 million vehicles in 2021, of which the Chinese automobile
market will reduce production by about 2.148 million vehicles, accounting for about 18.9%.
However, due to the long research and development cycle of automotive-grade chips, high design thresholds, and large capital investment, Chinese chip companies are
currently not very willing to develop automotive-grade chips.
At the National People’s Congress this year, there were also suggestions from the National
People’s Congress that the government should introduce policies such as R&D subsidies,
tax relief, and financial discounts to accelerate the realization of “chip-on-board”.
In this “opinion”, Henan also listed the strengthening of supporting industries as one of the
main directions of attack, and proposed to build a 100 billion-level automotive electronics
industry cluster, a 100-billion-level power battery industry cluster, and a 10-billion-level motor
electronic control industry. cluster.
Now, new energy vehicle companies are starting to deploy second or even third factories
in different places, and everyone wants to attract them. Everyone competes for projects,
pushes policies, and fights for funds, in order to seize the modern industrial cluster centered
on new energy vehicles in advance. If you don’t get in the car under the tuyere, you may really have no chance.
According to the original plan, China’s new energy vehicle subsidies will expire at the end of this year.
Whoever can build a chain to supplement the chain in the industrial chain and meet the needs
in time in the cultivation of the scene can walk more healthily, and even come to a “curve overtaking”.
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