Committee of 100, an electric vehicle, has many attractions: the electric separation scheme of Weilai cart, subsidies or charging piles. ...

With more and more "green" cars driving on the street, electric vehicles are gradually accepted by more and more people. In particular, the problem of short cruising range, which has been criticized before, is gradually improving now: in 20 17, most electric vehicles only had a cruising range of 300 kilometers, while in 20 19, it was generally mentioned that they were 500 to 600 kilometers high, and many long-range electric vehicles, such as Aian LX of GAC New Energy, also appeared, with a cruising range of 650 kilometers. In terms of one-way endurance, this data can be compared with traditional fuel vehicles.

It can be said that the problem of endurance anxiety has been alleviated now. However, for the popularization of electric vehicles, there are still many problems to be solved besides battery life, such as policies, charging facilities, consumption intentions, and value preservation. This is not achieved overnight, and it requires the joint efforts of relevant departments, R&D institutions, car companies and other aspects.

Just recently, to "grasp the situation? Focus on transformation? The 6th China committee of 100 Forum on Electric Vehicles (2020) with the theme of "Leading Innovation" was held in Beijing. The meeting not only discussed the transformation and innovation of industries, enterprises and policies in depth, but also put forward some suggestions and opinions on many problems faced by the current electric vehicle market.

0 1

The negative impact of subsidy retreat is gradually recovering.

For 20 19, the biggest impact on electric vehicles is undoubtedly the subsidy slope retreat.

In 20 19, the central and local financial subsidies have dropped by more than 70%, which has a great impact on car companies, especially new energy car companies. This can be seen from BYD's 20 19 financial report.

BYD's financial report in the first three quarters showed that the net profit in the first half of the year was 65.438+0.455 billion yuan, a substantial increase of 203.6% year-on-year; The net profit in the first three quarters was 65.438+57.4 million yuan, a slight increase of 3.09% year-on-year. The reason is that the third quarter was a big drag-the net profit was only 65.438+0.2 billion yuan, down 88.58% year-on-year. According to the author's observation, this is mainly because the subsidy policy of 20 19 was officially implemented on June 25th and quickly spread to BYD's new energy vehicle sector. It can be seen that the subsidy retreat has a deep impact on it.

The impact on car companies is so deep. What about the consumer market?

From the first quarter and the second quarter, the sales volume was 299,000 and 3,654.38+0.8 million respectively, with a year-on-year increase of 6.35% in the second quarter. In the third quarter, the sales volume dropped to 245,000 vehicles, down 23% from the previous month. And in July, the first month after the formal implementation of the subsidy policy, the sales volume declined for the first time in the year, down 4.7% year-on-year. It can be seen that the subsidy policy has a significant impact on car companies and the consumer market.

However, according to the data provided by Miao Wei, Minister of the Ministry of Industry and Information Technology, at the 100-member Forum Committee of Electric Vehicles, the negative impact of subsidy retreat is gradually decreasing. In 20 19, the production and sales of new energy vehicles in China still exceeded10.2 million, which was roughly the same as that in 20 18. From the trend point of view, the sales volume of1105,000 vehicles in October and163,000 vehicles in February have returned to the average level before the slope retreat. So from this perspective, it shows that the negative impact of subsidy policy is gradually recovering.

Moreover, Minister Miao Wei also suggested that the existing financial subsidy policy for new energy vehicles should be stabilized in 2020, and no new adjustment should be made to the technical indicators of subsidized products, so that enterprises can spend more time and energy on product planning and research and development after the subsidy is withdrawn. In this regard, Wan Gang, Chairman of China Association for Science and Technology, also suggested that the existing subsidy policy should be stabilized, the restrictions on the purchase of new energy vehicles should be lifted, and the consumption potential should be released. At the same time, before 2025, we will continue to implement the purchase tax exemption policy for new energy vehicles.

02

Will Weilai's vehicle-electricity separation scheme work?

In addition to battery life, another concern is the landing construction of charging facilities.

It can be said that the solution to the charging pile problem is one of the most important factors for the real popularization of electric vehicles and the smooth entry into the lives of ordinary people.

According to the data provided by Ye Li, Director of Supervision Department of National Energy Administration, by the end of 20 19, China's charging infrastructure had reached1200,000, an increase of 500,000 compared with last year, equivalent to an increase of 7 1.43% in one year. Among them, the number of charging piles in Beijing alone reached 6.5438+0.93 million, a year-on-year increase of 30%; Shanghai reached 250,000, a year-on-year increase of 20%. This growth is not small.

According to Zhang Fan, director of China Electric Vehicle Charging Infrastructure Promotion Alliance, the vehicle subsidy will be changed to charging subsidy. If the relevant departments really adopt this proposal, I believe that in a few years, charging piles can basically achieve full coverage, and electric car owners no longer have to worry about finding charging piles.

The problem of charging facilities has been solved, but there are still some disadvantages in the management of charging piles, such as low average utilization rate of charging facilities, low profit rate and safety level to be improved.

Because the construction of charging facilities involves land, residential property, national power grid, pricing and other aspects, there are too many things that need to be coordinated with each other, and relevant local departments must intervene and work together with enterprises to solve them.

At the same time, due to the high construction cost and slow charging time of charging facilities, not only the charging experience of consumers is reduced, but also the use efficiency is greatly reduced. For example, a Tesla super charging station can quickly complete charging, but the cost is as high as several hundred thousand, which is beyond the ability of ordinary people. Therefore, it is necessary to further accelerate the recommendation of advanced technology research and development, encourage the application of new technologies, improve the intelligent level of charging by relying on the Internet and smart energy, promote the integrated development of charging service platforms, and improve the utilization rate of charging piles.

Li Bin, founder of Weilai, mentioned at the meeting that a very important service concept-battery will be launched this year. As? Answer? Service, push the battery as a service. Everything starts from the consumer experience. Wei Lai believes that the "vehicle-electricity separation scheme" based on power exchange upgrade can bring many benefits to consumers. It can be charged, replaced, upgraded and used step by step, and the battery is provided to consumers as an asset. Rent. I believe this more flexible way will attract more consumers.

03

Where is the consumption potential of electric vehicles?

According to Dong Yang, vice chairman of China Electric Vehicle 100 Committee, it was mentioned at the meeting that by 2025, with the gradual maturity of technology, the cost performance of electric vehicles will exceed that of fuel vehicles, and the cost of renewable power generation such as solar energy and wind energy will be lower than that of fossil energy. The market will promote the development of electric vehicles and the transformation of energy structure with strong power. At present, there are 6,543.8 billion motorcycles and 300 million electric bicycles used for personal transportation in China. With the economic development and income increase, as well as the gradual maturity and price reduction of electric vehicles, a considerable number of them will be upgraded to private car users. This group of people are potential consumers of electric vehicles.

According to Xu Changming, deputy director of the National Information Center, 20 19 months ago 1 month, more than 40% of the new energy vehicle users sold in China came from cities with restricted purchases. If necessary, with the change of purchase restriction policy, the sales of new energy vehicles will further usher in new growth.

At present, the problem of maintaining the value of electric used cars, which everyone is worried about, will be solved with the maturity of battery technology and the innovation of business model. This will attract some consumers who are still on the sidelines.

Therefore, from the perspective of consumption potential, with the maturity of electric vehicles, they will be accepted by more and more consumers.

Editor's Note: At this conference, it was also mentioned that the development of intelligent networking is a great opportunity for new energy vehicles. In 2000, L2 assisted driving will be the main body, in 2020, L3 will be the main body, and L4 will also enter the market in the next few years. This is also a major factor to attract consumers. As He, CEO of Xpeng Automobile, said, "92% of our users have bought cars with automatic driving and intelligent networking functions, which has greatly influenced me-users used to think that intelligence is a gimmick, but now they think that intelligence is one of the three reasons for buying a car. Smart electric vehicles can make us really strong. " I don't know whether Xpeng Motors can become a real strong person, but smart cars will definitely lead electric cars to go more steadily and further.

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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.