Are new energy vehicles an industry that will explode in the next five years?

If you want to use a word to describe the current domestic new energy vehicle market, it is the word "maniac". For the future of new energy vehicles, although some people think that it is not realistic, it is still moving quickly to every family. From January to August this year, the output of domestic new energy vehicles reached 258,000, an increase of 111% year-on-year; while the sales volume reached 245,000, an increase of 115.6%. According to some analysts, the sales of new energy vehicles in China will reach 650,000-700,000 units in 2016. The new energy vehicle industry is widely recognized by the industry as an industry that will explode in the next five years.

Five factors drive new energy vehicles from fiery to arrogant

Looking at the entire global auto market, in fact, in many other auto markets abroad, new energy vehicles are far less hot than the domestic market. So why is new energy so sought after in the domestic market?

First, the smog has become more and more serious in these years. It is difficult to find a blue sky and white clouds in many cities in China, even in most of the year. Air pollution has become a problem that plagues people's lives and affects the economic development of the city. important reason. Car pollution is an important part of air pollution. To control haze and control air pollution, the treatment of automobile exhaust has become a must, and new energy vehicles have begun to take the stage.

Second, the national policy has played a leading role in subsidies for new energy vehicles. From the perspective of national policies in the past five years, the subsidy policy for new energy vehicles has penetrated from the upstream of manufacturing to downstream sales and services. . Whether it is the scope of subsidies or subsidies, it is very powerful. By the end of 2015, the state's subsidy for new energy vehicles has reached 33.435 billion yuan.

Third, the continuous development of new energy vehicle technology has also played an important role in promoting. Tesla Motors actually took a lot of detours before it swept the global auto market. At that time, the technology was not mature and the market was not mature enough. But today, new energy vehicles have greatly improved in terms of charging time, power storage capacity, and maximum speed. The maturity of technology has also pushed it to the market quickly.

Fourth, the public's recognition of new energy vehicles has increased significantly, and a considerable number of people are increasingly accepting new energy vehicles. Since 2013, new energy vehicles have begun to gradually shift from the public service sector to the private consumer market, and some major cities have restricted the purchase of new energy vehicles to the private consumer market.

Fifth, the sales of traditional cars, whether in the global market or even in the Chinese market, are slowing down, which is due to the gradual saturation of the automotive market. However, new cars such as Internet cars, driverless cars and new energy vehicles have stimulated the desire of car owners to purchase new cars. Automobile manufacturers have sought new market growth points. They followed the policy-driven frenzy to new energy vehicles and indirectly promoted the market. development of.

What is behind the madness of new energy vehicles?

The current new energy vehicles have become so busy that both traditional car manufacturers, Internet giants and entrepreneurs have madly entered the field, and there are constantly emerging scenes behind their arrogance.

First, the energy war is one after another

When it comes to new energy vehicles, many people think of electric vehicles . Yes, under the leadership of Tesla, electric cars are currently the most popular new energy vehicles. But the current new energy vehicles are not limited to electric vehicles, and new energy vehicles are starting to emerge.

1. Hydrogen energy begins to challenge electric energy

Recently, Tongji University signed an agreement with the Wuhan Municipal Government and China University of Geosciences (Wuhan) to jointly build a platform for the innovation and development of the hydrogen energy vehicle industry, and jointly promote the industrialization of fuel cell vehicle technology. This hydrogen fuel cell vehicle (FCV) phase Compared with electric vehicles with lithium batteries , there are many advantages.

On the one hand, their replenishment time is very short. It usually takes only 3-5 minutes to fill up the hydrogen fuel. At present, the electric car needs to be nearly one hour at the earliest; on the other hand, they also have a longer cruising range, hydrogen. The cruising range of fuel cell vehicles is generally more than 500 kilometers, far exceeding the average of more than 100 kilometers of electric vehicles. The last aspect is that they have less environmental pollution. The lithium batteries of electric vehicles contain heavy metals such as nickel, cobalt and arsenic. Must be recycled.

Of course, the manufacturing cost of such a hydrogen fuel vehicle, the cost of hydrogen refueling station construction, and the cost of a hydrogen fuel cell catalyst are much higher than those of a lithium battery electric vehicle , which hinders the development of such vehicles to some extent. As a result, there are few such hydrogen energy vehicles on the market, only a few models such as Toyota Mirai, Honda Clarity, and Hyundai ix35 FC.

However, the pursuit of new energy has also caused many automakers to pay attention to hydrogen energy. In October this year, GM will launch a Chevrolet Colorado FCV concept car; Audi Auto launched the A7 h-tron at the November 2014 Los Angeles Auto Show. The quattro concept car; BMW launched the FCV prototype based on the i8 and 5 Series GT models in 2015 and announced the release of the production version in 2020; Mercedes-Benz has previously launched the B-based FCV in June this year. The company said it will launch the new FCV version of GLC in 2017; although Ford has not launched FCV products in recent years, in August this year, the company received $6 million in research and development funding from the US Department of Energy to accelerate the development of FCV. .

2, solar energy is not convinced

In fact, compared to the lithium battery electric vehicles, solar car concept already popular for many years, but most are still at the concept of product form, there is no real mass. Even the world-famous electric car Tesla is rushing to launch automotive solar panels. At present, Tesla has begun to build photovoltaic super charging stations around the world, through the "photovoltaic-energy storage-charging" approach. Solar-converted electricity is stored and is expected to provide 24-hour uninterrupted solar charging for Tesla.

Sono, a German startup, has developed a Sion with a solar panel. The single battery can last for 185 kilometers. There is no doubt that the production cost of this solar vehicle is also low. The most important thing is that it has more environmentally friendly features. .

As for the domestic Hanergy Group, it has recently released Solar O, Solar A, Solar R and Solar L four solar electric vehicles , and will be put into mass production in the next 2-3 years.

In the future, there will be more and more new energy into the car, and they will continue to play with electric cars.

Second, the scams are endless

On September 8 this year, the Ministry of Finance reported the results of investigations by five bus companies including Suzhou Jim West, Suzhou Jinlong, Shenzhen Wuzhoulong, Chery Wanda Guizhou Bus and Henan Shaolin Bus, involving an amount of 1.01 billion yuan, not only The five companies stopped implementing the central financial subsidies, and also canceled the vehicle qualification of Suzhou Jim West.

The incident of fraudulent investigation and punishment has given a certain degree of warning, but it does not completely prohibit the deception of new energy vehicles. In fact, a considerable number of new energy vehicle-related enterprises rely on state subsidies. And it’s still quite moist. The state has previously subsidized new energy buses from 300,000 to 500,000 yuan, plus some local governments refer to the national standard 1:1 subsidy. Some enterprises can get 1 million yuan for each electric bus with more than 8 meters. subsidy.

Although there are quite a few of these new energy companies that do not have fraudulent compensation, they do not have a clear business model for the future. They simply rely on state subsidies to mix their days. What is the difference between this situation and fraudulent compensation?

Third, car manufacturers are restless

Behind the arrogance of new energy vehicles, car manufacturers are often worried, they hope to use the new energy vehicles to achieve cornering overtaking, especially for domestic car manufacturers, this is a perfect anti-excess opportunity.

Recently, BYD's 3.5 billion yuan new energy vehicle project settled in Fenghua, Lifan has issued 5.2 billion yuan for new energy projects, and the large-scale private placement of Great Wall Motor has not exceeded 16.8 billion yuan for new energy and smart car projects. Dongfeng Motor has invested 20 billion yuan. Yuan’s light truck new energy vehicle project officially settled in Hohhot...

Not long ago, Volkswagen and Jianghuai signed a memorandum of understanding. The two sides intend to set up a 50:50 ratio to establish a joint venture company that integrates research, production and sales, and conducts research and development, production, sales and travel programs for new energy vehicles and parts. In the direction of cooperation; after Weimar Automobile received $1 billion in financing, LeTV also raised $1.08 billion to build LeTV eco-cars, and the car and home built by the car founder Li Xiang’s third venture also Accumulated financing of 2.5 billion yuan in 10 months, and plans to launch three new energy vehicles.

A new energy car war has quietly started. Although BYD is currently leading the sales of electric vehicles, the number is still very small. It is hard to say who will become the ultimate winner in this field in the future. Whether it has already entered or has not come in, it shows an emotion of anxiety.

Fourth, electric vehicles cause new concerns about pollution

The promotion of new energy vehicles was largely to reduce pollution, but it is now good. From the Financial Times, EU experts warned that the booming of electric vehicles means that the EU will have to consider building nearly 50 power generations. The amount is equivalent to the power plant of the Hinckley Point nuclear power plant in the UK, which may cause serious pollution problems. Research by the European Environmental Agency (EEA) shows that if the electricity used by electric vehicles is all from coal-fired power plants, then the carbon emissions of these vehicles over the life cycle are higher than gasoline or diesel vehicles. From this point of view, there are three problems with lithium battery pollution in electric vehicles:

One problem is the production of a battery source, the lithium battery is a high pollution if energy production, then, there is a big pollution bound;

The second problem is charging. What kind of electricity is used to charge the electric car? This may also be contaminated;

The third problem is the recycling of lithium batteries. Even if it is handled after recycling, it is not a small problem. Such lithium batteries are often difficult to handle, and there is serious pollution if they are not handled well.

Five, full of scars, pain points

Behind the arrogance of new energy vehicles, the users are full of scars and pain points.

The first is the problem of cruising range. Many smartphone manufacturers have advertised how long the phone can talk, which is virtually impossible, and the same is true for electric car manufacturers. Many electric cars are advertised with a maximum mileage of 180 kilometers, and some even advertise 250 kilometers, but can it really be achieved? What if the weather is hot and the air is cold?

Second is the problem of charging time. At present, most electric vehicles need to be fully charged for several hours. Even Tesla 's only 45 minutes to fill is a long waiting process. If there is no electricity on the road, the owner will have to wait for a long time to wait until the computer is fully charged, which may delay work time or work.

The third is the problem of battery life. Mobile phone batteries tend to be very bad after a period of use, as are electric cars. After a period of use, the battery performance will gradually decline, and the ability to store electricity will gradually lose, but the replacement of the car lithium battery is no better than replacing the mobile phone battery.

Finally, there is the problem of charging the pile. At present, in many cities, the popularity of charging piles is still very low, and electric vehicle charging often needs to go to a fixed charging point to be charged. In addition, most charging piles often do not have a uniform charging standard, which is also harmful to the car battery.

From this point of view, many factors have promoted the fiery heat of new energy vehicles, but there are also many problems behind its arrogance. It takes a long process for new energy vehicles to truly go global, and it still has many troubles. Need to be processed.

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