Editor's note: This article comes from the Associated Press, author Joe · Joe MacDonald, 36 氪 compiled.
New energy subsidies are on the verge of retreating. This year's Shanghai Auto Show, the global auto giants' ambitions for the Chinese electric vehicle market are becoming more apparent.
Fuel car down, electric car up
Last year, the total sales volume of Chinese cars was 23.7 million, a decrease of 4.1% from the previous year. However, sales of pure electric and hybrid vehicles surged by 60% to 1.3 million units & mdash; — accounted for half of the world's total sales.
According to the previous subsidy policy, electric vehicle owners can get a discount of up to 50,000 yuan per vehicle (about 7400 US dollars), but this subsidy has been halved since January this year and will be cancelled in the next year. Paul & Middot; Paul Gong, UBS's automotive industry analyst, pointed out that the competition in the electric vehicle market will become increasingly fierce. ”
China has promoted the development of electric vehicles for 15 years. On the one hand, it is to promote energy conservation and emission reduction in major cities and reduce tail gas pollution. On the other hand, it also wants to take a step forward in the promising industry of electric vehicles.
International brands such as GM, Volkswagen and Nissan have been working on developing models that meet the needs of the Chinese market. They have capital and technical advantages, but local competitors have accumulated more experience: local brands such as BYD and BAIC began selling low-priced electric cars 10 years ago.
At the recently opened Shanghai Auto Show, automakers are planning to showcase dozens of electric vehicles: from luxury SUVs to micro/compact electric vehicles priced below $10,000, which will be in performance, cost and appearance with fuel vehicles. The last one is higher.
Volkswagen CEO Herbert Diess said that by the end of next year, it will be difficult for ordinary consumers to reject electric vehicles. & rdquo; Diss pointed out when visiting Beijing in January this year, "Electric cars have spacious space and efficient charging technology, which seems exciting. ”
China's electric car market dispute
As the US and European markets become saturated and demand is weak or even declining, automakers are focusing on the Chinese market —— is also the world's largest auto market, trying to tap more growth space.
This week, GM's brand Buick also released the first pure electric vehicle VELITE 6 at the Shanghai Auto Show, using the hybrid technology previously installed on the Chevrolet Volt electric vehicle; in order to realize the plan to release 50 electric vehicles in 2025, Volkswagen The car's pure electric SUV concept car ID.ROOMZZ is also officially unveiled. It is scheduled to be mass-produced in China in 2021. In the future, it will be launched on the standard Tesla Model X; Nissan will launch the Nissan Sylphy "zero emission" version. The Chinese market will be released in August this year.
For Chinese automakers, Paul · Gong pointed out that there are more opportunities than threats in the electrification process. As a latecomer to the fuel vehicle market, Chinese brands account for only 10% of the global market, and most of them are low-end models. But in the electric vehicle market, the share is as high as 50%. “In the field of electric vehicles, Chinese companies started earlier and reacted faster. ”
This is mainly due to the government's huge investment in new energy subsidies to stimulate consumer demand. In addition, infrastructure construction also constitutes an important advantage. At present, more than 730,000 charging stations have been established in China, far exceeding the number of outlets.
In the global environment of the car winter, manufacturers are trying to recover the sales momentum, the electric car market is a battleground.
After a 37% drop in sales last year, Ford Motors re-examined the Chinese market and upgraded China into an independent business unit and focused on adjusting its aging product line. According to its “China 2025 Plan”, by the end of 2025, Ford will launch more than 50 new models in China, including 8 new SUV models and at least 15 Ford and Lincoln brand electric models.
There are also those who hold the group. Ford and Zotye jointly established Ford Zhongtai New Energy Automobile Co., Ltd.; SAIC GM also plans to launch more than 9 domestically-made new plug-in or pure electric vehicles next year; Jianghuai Volkswagen's first pure electric-production SUV model thinks E20X last year Listed; the Mercedes-Benz and BYD jointly established Tengshi Auto, its second new model will be unveiled at this year's auto show.
In the future, the policy will continue to provide a strong driving force for car companies to transform into new energy. Under the new energy “double points” management method, car companies need to obtain corresponding new energy vehicle points to reach the standard, of which 20% of new energy points accounted for 10%, and 2020 points accounted for 12%. According to the policy of the Ministry of Industry and Information Technology, enterprises can compensate for zeroing by means of their own new energy vehicle positive credit offsets, transfer between affiliated companies, and purchase of new energy vehicles. In the future, relevant standards will be upgraded.
At present, electric vehicles are still higher than ordinary fuel vehicles in terms of price, but the future charging and maintenance costs are lower. Some industry analysts pointed out that in the long run, if the owner's driving mileage exceeds 16,000 kilometers per year, the cost of electric vehicles is more advantageous.
Car companies are working harder at lower and lower prices. To reduce production costs, Tesla announced last year that it has set up a factory in Shanghai, China. In addition, Great Wall Motor established the electric car brand Euler last year and launched the pure electric mini car Euler R1. Compared with the traditional huge SUV, the Euler R1 is small and has a minimum price of RMB 59,800.
From the perspective of audience trends, consumers in the Chinese market are increasingly favoring electric vehicles. According to a recent survey by UBS Group AG, the proportion of Chinese consumers willing to try to buy electric vehicles has risen from 58% last year to 71%. The ratio is below 20% in both the US and European markets.
Global Times reporters abroad: Yao Meng, Jiang Feng, Zheng Qi, Mu Jishan, Wen: Zhu Lijun, Zhang Ke, Bai Yiyi