China's new energy vehicle industry has achieved significant growth in the past 2023, with a significant increase in production and sales, and a gradual expansion of market share. Behind this rapid development, however, lies an important secret: dependence on electricity.
It is understood that last year, the new energy industry consumed a large amount of power resources, of which the production link and the charging link accounted for a considerable proportion. The production process involves photovoltaic modules, cell production, electric vehicle assembly, etc., which consumes about 360 billion kilowatt-hours of electricity; Charging electric vehicles consumes about 70 billion kilowatt-hours of electricity. The electricity consumption of the entire new energy industry has increased by 53%, and the contribution to the electricity consumption of the whole society is considerable, equivalent to about 5% of GDP.
Behind this large-scale electricity consumption, it is mainly due to the relatively low price of electricity in China. The rapid development of many new energy industries is largely based on the cheap price of electricity. However, this also means that once the electricity price is **, it will have a serious impact on the entire industrial chain.
Once the electricity price is raised by 30%, the new energy industry chain will face the risk of comprehensive losses. This is because high electricity prices will directly increase production costs, thereby reducing the profitability of all links in the industrial chain. Especially in the highly competitive market environment, enterprises in the industrial chain will face greater challenges, and may lose money or even go bankrupt.
Therefore, the impact of electricity prices on the new energy vehicle industry chain cannot be ignored. On the one hand, it is necessary to consider how to balance the utilization of power resources and the development of the industrial chain to avoid the collapse of the industrial chain due to electricity prices; On the other hand, enterprises also need to strengthen their own cost control and technological innovation to cope with the challenges brought by electricity prices**.
In general, the development of the new energy vehicle industry is facing many challenges and opportunities, and the electricity price is only one of them. Only by working together with enterprises and all sectors of society can we promote the sustainable and healthy development of the new energy vehicle industry chain and make greater contributions to the construction of a sustainable energy future.
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