New energy vehicles are a new business card for China’s industrial transformation and upgrading.
How to consolidate its advantages, several directional guidelines were put forward at the recent State Council executive meeting: strengthening research on key core technologies in key areas such as power battery systems, new site architectures, and intelligent driving systems; coordinating the development and utilization of domestic and international resources , improve the power battery recycling system, build an industrial ecology for the integrated development of "car energy, road and cloud", enhance the independent controllability and green development level of the entire industry chain; continue and optimize the vehicle purchase tax reduction and exemption policy for new energy vehicles, etc.
The new energy vehicle track is a new case in which China has achieved breakthroughs in the durable goods segment. The latest data shows that in the first four months of 2023, the number of new energy passenger vehicles in the world reached 4.54 million units, a year-on-year increase of 38%. China’s new energy passenger vehicles accounted for 60% of the world’s new energy vehicles, highlighting China’s leadership in the field of new energy vehicles. The advantages of the entire industry chain.
China can go out of its own way and gather its own unique advantages in the new energy vehicle segment, benefiting from at least two points: First, it builds an open market access environment and makes full use of domestic Two major foreign resources. It is Tesla's patent opening that has enabled China's new car-making forces to break through the entry barriers in technology and other industries, and the Shanghai Tesla Gigafactory has played an important role in promoting China's new energy vehicles to form a complete industrial ecological chain.
The second is the Chinese government’s persistent policy support for new energy vehicles, which is the basic guarantee for China to occupy a leading position in the world’s new energy vehicle industry ecological chain. Compared with fuel vehicles, new energy vehicles are a new industry segment, and market cultivation and policy support in the early stages of development are essential.
Of course, in the current segment of new energy vehicles, China’s new car-making forces need to continue to invest their limited resources into their own comparative advantage areas as much as possible, and create a unique market with an open market and cooperative attitude. Competitive advantage.
In this regard, the recent executive meeting of the State Council has given direction guidance, that is, to carry out key core technology research in aspects such as strengthening power battery systems, new chassis architecture, and intelligent driving systems.
At the same time, in order to consolidate China's market competitive advantage in the field of new energy vehicles, it is also necessary to make up for the shortcomings of the new energy vehicle track, that is, to improve battery recycling and processing and other aspects to achieve the realization of new energy vehicles. Completely closed loop of the industrial ecological chain.
New energy vehicles have developed rapidly in recent years, and what will follow will be the recycling and degradation of batteries. Batteries are electronic chemicals that are highly corrosive and toxic. How to degrade batteries will determine the development space of the new energy automobile industry.
After all, as a new ecosystem, it requires not only entrance but also exit. The current development of the new energy industry is that infrastructure systems such as production operations and charging piles have made great progress, but battery recycling needs further development. Improvement and technological breakthroughs; the top priority is to increase R&D investment in the battery recycling and degradation process, improve the power battery recycling system, and avoid the entire new energy vehicle industry being left behind due to imperfect battery recycling.
In addition, it is necessary to clearly determine the positioning of new energy vehicles in the entire travel tool market. At present, the energy density of power batteries is significantly lower than that of petroleum and other energy sources. This means that in terms of energy cost performance, travel costs, maintenance costs, etc., new energy vehicles are more of a substitute for fuel vehicles. The comparative advantages of new energy vehicles may be more focused on On the implementation scenario of AI. For this reason, new energy vehicles must clearly define their own positioning in order to truly find their own survival and development logic.
In short, new energy vehicles are a segmented industry cultivated by China in the travel tool market. It is a pioneering industry. At present, China must consolidate its leading competitive advantage in the new energy vehicle track and will We need to make up for shortcomings such as power battery recycling and promote the closed-loop production ecology of new energy vehicles to solidify and strengthen China's competitive advantages in this market segment.
To achieve this goal, we need to create an open and free business environment, make full use of both domestic and international resources, create a free and open new energy vehicle ecosystem, and avoid being complacent.