The new energy trend gathers from all directions. The 2023 World New Energy Vehicle Conference held in Haikou, Hainan Province a few days ago had a warm atmosphere: the "Roadmap for Green and Low-Carbon Development of the Automobile Industry 1" was released0", the formation of the "2023 World New Energy Vehicle Conference Consensus", the selection of the 2023 "Global New Energy Vehicle Frontier and Innovative Technology", a series of achievements have attracted attention.
A set of data released by the conference is also particularly eye-catching: in the first three quarters of 2023, global sales of new energy vehicles will reach 97460,000 units, of which 627 were sold in China80,000 units, accounting for 29% of new car sales in China8%。As of the end of the third quarter of 2023, the cumulative global sales of new energy vehicles were about 37.7 million units, with China accounting for about 60%.
In 2023, the production and sales volume will be close to 10 million, cultivating the world's largest new energy vehicle consumer market, building an efficient and coordinated industrial system, and injecting strong momentum into the electrification transformation of the global automotive industry. Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said that new energy vehicles integrate a variety of transformative technologies such as artificial intelligence, the Internet, and big data, and the industrial chain and value chain continue to expand to transportation, energy, information and communication, and the industrial ecology is being comprehensively reshaped.
For the future development potential of China's automobile industry, Li Jun, honorary chairman of the Society of Automotive Engineers of China and academician of the Chinese Academy of Engineering, believes that there is still room for growth of about 200 million cars in China, and it is expected that the number of cars will reach saturation around 2055, with a total of more than 500 million vehicles.
Participants believed that with the continuous improvement and iteration of key core technologies such as power batteries, fuel cells, and electric drive systems, new energy vehicles are increasingly able to meet the needs of consumers. There is no doubt that China has written a strong stroke in the new energy vehicle market. China will have more say in this field by continuing to promote the development of pure electric vehicles, hybrid electric vehicles and fuel cell vehicles, continuously strengthening the collaborative breakthroughs of common key technologies such as power battery systems, new chassis architectures and autonomous driving systems, and accelerating the application of typical scenarios and new infrastructure construction for the integrated development of vehicles, energy, roads and clouds.
However, there are still hidden worries in the current new energy vehicle market, the "pain points" used by users are still there, and the situation that the industrial chain has not been opened up still exists.
First, the new energy vehicle companies "fell", and the remaining after-sales service problems were difficult to solve. In the surging torrent of new energy vehicles, hundreds of new energy vehicle companies once appeared in China, but a batch has fallen in just a few years. Some of these disappeared new energy vehicle companies have burned up tens of billions of investments and spent several years without building a single carSome rely on PPT to build cars and spend money lavishly;There are also some car companies that have not seized the opportunity of electrification, or have been tied by qualifications, or have problems with their strategies, and even if they try to turn, they still fall on the outlet. In this context, some users have just picked up the car on the road, and the car machine system has collapsed due to the collapse of the car company, and there is no after-sales service.
Second, the aftermarket industry chain is not perfect, and the new energy second-hand car market lacks a pricing mechanism, which hinders users' enthusiasm for buying and replacing cars. The new energy second-hand car market is not active enough, the high and low are unstable, and the vehicle within one year of the start, the fluctuation may be about three or four percent, which has caused a large psychological barrier for both dealers and users. Dealers want to be able to have stable revenues, but at present, due to the lack of industry standards, the market basically has no pricing mechanism, and at the same time, due to the warranty clause and other issues, consumers are worried. Compared with the rapid development of the new energy vehicle market, the new energy second-hand car market has been tepid, which to some extent has caused a certain expected impairment of the development of the new energy vehicle market.
Third, it is difficult to renew the warranty of new energy vehicles, and they face price increases or refusal of insurance. Different from fuel vehicle users, when the renewal period of car insurance is approaching, many new energy vehicle users are facing the problem of car insurance price increase or being rejected by insurance companies. Users are dissatisfied with the high premiums, and at the same time, the high loss ratio and high loss cost make the insurance company lose money in the underwriting, which leads to a relatively chaotic new energy vehicle insurance market and increases the burden of new energy vehicle users.
Fourth, range anxiety still exists, and infrastructure bottlenecks such as charging need to be solved. At present, many users are still facing the problem of rejection of the installation of home charging piles, and the lack of fixed parking spaces and limited power grid capacity have affected the installation of home charging piles. For the rapid development of public charging piles, this contradiction also exists, reflected in the scientificity, convenience, and management of the distribution of charging equipment, convenient charging pile charging is expensive, cheap charging pile location bias, although it belongs to market behavior, but for users, this is also a kind of psychological pressure.
In fact, there are more pain points in the use of new energy vehicle users, how to solve the "bottleneck" and "short board" of the new energy vehicle aftermarket, should become the first "examination question" in front of the competent authorities and industry subjects. (Wang Cunfu Summer).
Editor-in-charge: Wu Wei.