In recent years, with the development of new energy vehicle technology, the problems in safety, battery life and other aspects have been gradually solved, and there are fewer and fewer consumers who question new energy vehicles, and many people regard new energy vehicles as the first choice for buying cars.
With the construction and improvement of supporting facilities such as charging piles, coupled with a lot of car purchase subsidies and preferential treatment given by various countries to promote the development of the new energy vehicle industry, the shipment of new energy vehicles is also increasing rapidly.
In the field of new energy vehicles, the performance of Chinese manufacturers is still very good, Xiaopeng, BYD, Weilai and other new energy vehicle companies are internationally renowned new energy vehicles, both in terms of market influence and shipments have outstanding results. CATL's ternary lithium batteries are also popular in the international market.
The development of China's new energy vehicle industry
According to relevant data, in the first three quarters of 2023, China's total auto exports surpassed those of Japan and Germany, and many experts are **, and China's total auto exports in 2023 will likely be the largest in the world.
Among China's exported cars, new energy vehicles accounted for about 25%, and it is not difficult to see from this data that domestic new energy vehicles have performed well in the world.
In the field of new energy vehicles, China and the United States are developing very rapidly, the United States has Tesla, a world-renowned new energy vehicle company, and China also has BYD, Weilai, Xiaopeng and other well-known manufacturers. In terms of power batteries, Chinese manufacturers are ahead, BYD's blade batteries and CATL's ternary lithium batteries are very well-known power batteries in the world.
In the fields of vehicle machine system and unmanned driving technology, Tesla, a new energy vehicle company in the United States, has performed better, especially in unmanned driving, Tesla is the only level in the world.
The United States naturally wants to dominate in the field of new energy vehicles, so it has begun to "do it" for China's new energy vehicles. For example, the United States has subsidies for locally made new energy vehicles, but new energy vehicles that use Chinese power batteries are not eligible for subsidies.
Previously, CATL's construction of a factory in the United States was also censored and rejected by the United States. Some industry insiders said: This is actually the United States is setting up first-class barriers, wanting to protect the development of its new energy vehicle industry and power battery industry. In fact, in terms of power batteries, the technical level of the United States is indeed inferior to that of Chinese manufacturers.
CATL's ternary lithium electronics are world-renowned in terms of battery life and charging speed, which also helps CATL occupy the vast majority of the global market share. BYD's blade battery is safer, which is also one of the core competitiveness of BYD battery.
What people didn't expect is that China's new energy vehicle companies have recently been "maliciously" cut prices from the American automaker Tesla, and some professionals said that this will likely lead to hundreds of billions of losses in China's new energy vehicle market.
Tesla "maliciously" cut prices again?
As the most famous new energy vehicle company in the United States, Tesla was actually on the verge of bankruptcy because of the ** problem, in 2003, Musk acquired Tesla, not only built a super factory in Shanghai, China, fully entered the Chinese market, but also began to adjust**.
Tesla has done a good job in software such as in-vehicle systems, driverless technology, and "sentinel" mode, and Tesla's new energy vehicles are also the most attractive to consumers in this regard. However, in terms of power batteries, Tesla is much faster, although its self-developed 4060 battery has good performance, but it has been developed for two or three years and is still in the laboratory, and has not been put into large-scale production.
At present, the power batteries used by Tesla are mainly shipped by CATL, BYD and South Korean power battery company LG, and the self-developed power batteries are not even used by Tesla itself. This is also the reason why the United States wants to protect the development of its own power battery industry, to put it bluntly, it is afraid of being "stuck" by China.
As the new energy vehicle market gradually becomes saturated, growth begins to slow down, and the competition becomes more and more intense. In order to be able to compete for more markets, Tess also began to compete for the market with large-scale price reductions. Recently, there was news that Tesla once again began to "maliciously" cut prices, which led to hundreds of billions of losses in the domestic new energy vehicle market.
Nowadays, many of Tesla's products have been adjusted to 200,000, which has caused a lot of impact on domestic automakers. In fact, it is not surprising that the behavior of cutting prices to compete for the market, but in the new energy vehicle, which is still developing, large-scale competition is not conducive to the development of the industry and technological progress.
Although the growth of the new energy vehicle market has gradually begun to slow down, the competitiveness between markets has also begun to improve. However, on the whole, it is still in the preliminary stage, and the technologies are still under development and not mature enough. At this stage, if the manufacturer starts a large-scale "war", it is easy to reduce revenue and have no funds to invest in technology research and development.
In fact, it is not surprising that after China achieves breakthroughs in some areas, it will also reduce its selling price by virtue of more costs and compete for the international market. However, this is basically in mature markets, such as new energy vehicles, emerging markets, if a large-scale "war" is carried out, it will cause a lot of adverse effects.
To put it bluntly, Chinese manufacturers are committed to making the cake bigger, but Tesla wants to take more of the cake with its cost advantage, which can be regarded as in the same vein as the United States.
However, the product competitiveness of China's new energy vehicles is not bad, especially in terms of cost performance and power batteries.
Postscript:
Tesla's "maliciously" price reduction will not only have an impact on China's new energy vehicle market, but also have a negative impact on the technological development of the entire industry. With the development of China's new energy vehicle technology, the competitiveness is gradually improving, in fact, I am not very worried about Tesla's price reduction competition.