Every hot review | New energy vehicle industry requires both the scale and effectiveness

In recent years, my country's new energy vehicles have grown rapidly, and industry development has entered a period of comprehensive marketization expansion. According to data from the Ministry of Public Security, as of the end of August this year, my country's new energy vehicle ownership was 10.99 million, a year -on -year increase of 65%, and the production and sales volume ranked first in the world for seven consecutive years.

However, the rapid expansion speed has also laid hidden dangers for industrial development, and the overcapacity is one of them. A few days ago, Xin Guobin, deputy minister of the Ministry of Industry and Information Technology, said at a press conference held by the National New Office: "New Energy Vehicles has become a air outlet industry, which has attracted a large number of technology and capital. The government also has the desire to transform and upgrade. Under the common effects of factors in various aspects, there are indeed blind investment and repeated construction in some provinces and cities and localities. "

According to the data of the Federation of Federation, 10.46 million companies in China currently have production qualifications will be completed and put into operation, most of which are new energy vehicle projects. According to incomplete statistics, by 2025, China ’s planned or upcoming new energy vehicle planning capacity will reach 20 million vehicles.

However, the goal of the "New Energy Vehicle Industry Development Plan (2021 ~ 2035)" is that by 2025, the sales volume of new energy vehicles will reach about 20%of the total sales of new cars. Based on the annual sales volume of 25 million vehicles, even if the actual sales of new energy vehicles in 2025 exceeded the target, that is, the total sales of new cars accounted for about 40%, and its sales in 2025 were only about 10 million units. This also means that half of the capacity will be idle at that time.

As we all know, idle and invalid production capacity will cause waste of resources and funds. If the enterprise blindly expands and cannot "kill the siege" in the market, it will only be the debt dilemma and the feathers. New forces such as Zhidou, time and space, and leadership are the lessons of the car. This will also bring huge losses to investors.

The author believes that the new energy vehicle industry requires both scale and practical results. It is true that the market requires moderate competition to improve efficiency and stimulate innovation vitality. The initial disorderly competition in the industry, and some resources waste may be unavoidable trial and error costs, and the source of industrial vitality, but this is not equal to disorderly disorderly disorderly Expansion and disorderly competition, engage in the "bee -bee" follow -up construction.

Lin Nianxiu, deputy director of the National Development and Reform Commission, has publicly stated that the National Development and Reform Commission will encourage and guide key areas to formulate industrial development plans, rely on existing production capacity to develop new energy vehicles to ensure that the project construction specifications are standardized and orderly. Vehicle companies should highlight the key layout and rely on existing production bases to gather development. Before the existing base reaches a reasonable scale, it will no longer add production capacity. At the same time, it is necessary to standardize the merger and reorganization of vehicle companies, vigorously promote the withdrawal of backward enterprises and invalid production capacity, and build a reasonable, orderly development, and effective industrial structure.

It is foreseeable that in the future, the new energy vehicle industry will gradually change from the blue sea market to the Red Sea market, and the industry will also change from extensive development to high -quality development. In the process of shuffling in the industry, how to combine the actual estimation of production capacity and how to improve the technical level to solve the pain points of consumer can be a problem that all track players need to think carefully.

Daily Economic News

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