Every hot review 丨 new energy vehicle breaking 10 million infrastructure supporting facilities still need to keep up

A few days ago, data from the Ministry of Public Security showed that as of the end of June 2022, domestic new energy vehicles had exceeded the 10 million mark, reaching 101 million units, accounting for 3.23%of the total vehicle. This is a historic moment that China has become the world's first country to maintain 10 million vehicles in the world.

The first layer of node numbers is the rise of Chinese local new energy vehicle companies, completing curve overtaking in the wave of global electrification markets. The engine, chassis, and gearbox are three major pieces of traditional fuel vehicles. When traditional fuel vehicle companies firmly control the core technologies of the three major parts, it is difficult for the latecomers to complete the market counterattack through self -research. However, the new energy vehicle reconstructs the core of the car. In front of the "San Dian" of the electric vehicle, all car companies are running the line. On the one hand, BYD, such as car companies that have accumulated their own technology in the field of new energy vehicles for a long time, the "San Dian" research and development process is the lead. On the other hand, a new local car building forces such as ideals are customized by product manager thinking.

Local new energy vehicles not only complete the reshaping of the production process, but also the transformation of sales channels and after -sales services. The practice of replacing 4S store dealers with direct sales has reduced the "four sons" fraud in the fuel vehicle era. BYD surpassed Tesla with a result of over 640,000, and won the global new energy vehicle brand sales in the first half of 2022. From January to May 2022, there were many local car companies such as Chery and Wuling Hongguang in the top ten lists. Like traditional fuel vehicle companies, the prospects are not optimistic.

The second layer of significance is the counterattack of China's local new energy vehicle industry chain in the global market. The core of the new energy vehicle is the battery, and the core of the battery includes core materials such as electrolytes, diaphragms, and battery cells. Ningde Times was the global power battery company with the number one installed capacity. Lithium companies such as Tianqi Lithium and Ganfeng Lithium Industry have firmly grasped the upstream lithium salt basic material link -from lithium ore to processing. This direct control from the resource end avoids the past difficulties that rely on iron ore imports. Singaporean materials are directly supplied to European car companies. The localization of the upstream and downstream industry chain constitutes the competitive advantage and barriers of China's power automobile industry. And the battery and diaphragm links like Volkswagen New Energy Industry Chain, Guoxuan Hi -Tech and other Chinese companies have contributed great power. In contrast, Toyota, Ford and other old -fashioned car companies such as Toyota and Ford have been slow to transform. The key is not just whether self -developed technology can keep up, but a bit of the mastery of the new energy supply chain.

However, domestic new energy vehicles have entered the tens of millions of mark, which can only be said that it has been half a long journey of Long March. The other half is the infrastructure facilities of this tens of millions of vehicles. Whether the infrastructure supporting can keep up, determine the upper limit of the new energy vehicle in the future.

It is true that there are sufficient charging piles in first -tier cities across the country, which can completely make up for local users' mileage anxiety. But for those non -first -tier cities, the density of charging piles is still not enough. Especially on holidays, the charging congestion of high -speed road service stations is enough to anxious the owner.

The coverage of the charging pile must first solve the profit of the company's charging pile. Trade charged over 4.2 billion kWh in 2021, with a market share of 38.34%, ranking first in the country. However, the gross profit of the charging business was in the early 20%, and the net profit margin last year was less than 5%. The net profit margin of the charging pile company is not high, let alone other charging pile companies.

New energy vehicles have exceeded 10 million, and they have also opened market space in the field of driving. New energy vehicles are the best carrier of intelligent connected cars. The current preservation is increased, and the latter can reduce the cost of driverless driving through scale effects. Unmanned driving is also the direction of the government's encouragement. Shenzhen has established the first domestic regulations on intelligent connected vehicles. The relaxation of the policy will also encourage the production of intelligent connected automobile products.

New energy vehicle ownership is over 10 million sustainable development requires multi -party joint efforts /06

Daily Economic News

- END -