The crisis of domestic new energy vehicles is slowly coming! It's a big round!
Have you noticed that now the content of belittling new energy vehicles on the platform by taking advantage of the Spring Festival traffic jam has suddenly increased. In an environment of long-term low-temperature traffic jams, in fact, oil trucks will quickly run out of fuel if they keep heating, but many bloggers are pointing the finger at new energy vehicles.
If we look at the trends of foreign countries, we can understand that this is a big layout of the new energy automobile industry!
If we look abroad, just in January this year, the United States passed a new law prohibiting the country's Ministry of Defense from buying batteries from six Chinese companies, including CATL and BYD, starting in October 2027. The U.S. has always been the best target in the business and technology sectors, and this has been the case in the past few years from DJI and Huawei to CATL and BYD in the new energy sector.
We also said before that the majority of new energy vehicles in the world are strictly speaking only Tesla and China in the United States. Tesla, such a large new energy car company, is now purchasing BYD's blade batteries. To put it in layman's terms, now it is the neck of our country in the new energy automobile industry in the United States.
Seeing that our country has a unique trend in the new energy industry! European and American countries are in a hurry, they see that the competition is not enough, and they are going to change the track directly!
Let's take a look at the news in the West, the first is that Tesla Musk said that Tesla will switch from batteries to hydrogen in 2024, and the first Tesla hydrogen fuel cell vehicle is Model H hydrogen energy car! One of the news that is now being reported in Europe and the United States is that a Dutch Tesla owner has a hydrogen-electric version of the model with a range of up to 2,000 kilometers! This endurance obviously beats all new energy vehicles at this stage.
European car companies are an afterthought in the transformation of new energy vehicles! However, starting from 2023, we have found a problem, that is, European and mainly German car companies are putting into production hydrogen energy electric vehicles, BMW ix5 hydrogen energy vehicles are also being put into production in small batches, and Germany's Mercedes-Benz Audi and other companies are likely to follow up with hydrogen energy.
Hydrogen vehicles are a concept that has been proposed in Japan for a long time, and various standards have been established at that time! This problem we have mentioned in the past is that Japan does not have its own core market, and it is impossible for Europe, the United States and China to let a small country like Japan control the standards and discourse of new energy vehicles, so Europe, the United States and China have coincidentally developed electric vehicles instead of hydrogen energy vehicles.
While our country's new energy vehicles are making great progress, traditional hydrogen energy countries such as Japan, South Korea, Europe and the United States have mastered the core technologies from basic materials to system integration and terminal applications, forming a relatively complete fuel cell vehicle chain system. Moreover, their first-class system focuses on the advantages of clean hydrogen energy, simple production, and convenient battery life.
In other words, after the wildfires in Canada burned for more than half a year and the nuclear contaminated water in Japan was discharged, the West once again shamelessly played the environmental protection card! If their hydrogen cars are developed, the pollution news about the trams will be overwhelming!
But we don't panic! Because in hydrogen energy, we have an absolute advantage!
Because the preparation of hydrogen energy is the electrolysis of water, China's power grid is no longer a matter of leading the world, and it is the only one that does not have the second gear. Our biggest advantage for hydrogen energy production is low cost!
There has always been a question circulating on the Internet about why electricity is expensive in Europe and the United States, while it is cheap in China. In most European and American countries, the electricity bill reaches 3-5 yuan per kilowatt-hour, and after the conflict between Russia and Ukraine, the price of electricity has risen further. Imagine how high the basic cost would be if Europeans and Americans had to use electricity to produce hydrogen and then store it. In other words, in the era of hydrogen energy, whoever has a low cost of electricity will have the right to speak. In the area of playing electricity, we are already at the level of our ancestors.
Therefore, in the era of hydrogen energy, the role of our country will be similar to that of Saudi Arabia and Russia, and we will become the world's largest exporter of hydrogen energy! Because compared to the fragile power system and high cost of electricity in other countries, only we have the most advantage.
In terms of electricity supply, our electricity consumption is divided into peak and idle hours. Once there is a huge demand for hydrogen energy generation, we will find that our power grid no longer needs to store electricity in every possible way, but directly converts the continuous electricity into hydrogen energy! Kill two birds with one stone! At night during peak demand periods, we can stop hydrogen production altogether.
In other words, whether it is the current lithium new energy vehicle or the future hydrogen energy vehicle, we have the first opportunity!