Prospect and trend of new energy development in China

Prospect and trend of new energy development in China

1. Externalized domestic car companies under the huge cake

According to the data of the National Bureau of Statistics, in 20021year, China's automobile retail sales exceeded 4 trillion yuan, reaching 4.4 trillion yuan.

What is the concept of 4.4 trillion? As the third GDP per capita in the world, Switzerland's GDP in 20021year was 567 million. It is conceivable that the automobile market in China is large.

However, as a huge market, the income that domestic car companies can get is not ideal.

The original "Special Regulations on Foreign Investment Access" stipulated that any automobile enterprise entering China needs to establish a joint venture with China automobile enterprises, and the shares of China enterprises shall not be less than 5 1%, so that foreign automobile enterprises can teach domestic automobile enterprises to build cars in exchange for market technology.

But the result is obvious, foreign capital has got the market, but domestic car companies have never made a breakthrough in engines and can only become parts manufacturers. Foreign capital uses core technology to boost profits, while domestic car companies can only run around for "small profits".

2. Domestic car companies want to overtake in corners, new energy or the best opportunity.

The reason for this is that new energy vehicles avoid the technical barriers of traditional engines, which makes us stand on the same starting line with foreign capital.

Not only that, as the core of new energy vehicles-batteries and motors, we are moving at full speed.

Take Kirin battery as an example. According to the external data of contemporary Amperex Technology Co., Ltd., Kirin battery increased the energy density of ternary battery system to 255Wh/kg, and the energy density of lithium iron phosphate battery system to 160Wh/kg. Under the same chemical system and the same battery size, the power of Kirin battery can be increased by 13% compared with the 4680 system developed by Tesla.

In terms of motors, domestic motors have stood firmly in the first echelon. China Automobile reported that from 2008 to 20 18, the total number of patent applications for motor and electric drive of new energy vehicles in China reached the first place in the world.

In addition, we also have a unique advantage-key raw materials.

The key raw material of motor is rare earth NdFeB magnet, which is the strongest permanent magnet discovered by human beings at present. Maybe many people don't understand, what is this advantage? That's because you don't know that 90% of the world's rare earth supply comes from China. This means that we can clamp the production of permanent magnet motors through rare earth, and then get stuck in the neck of new energy vehicles.

3. New energy vehicles incite changes in the entire energy industry.

Is it our goal to seize the car track? Don't! Our goal is to be the pioneer of energy reform in the world. The new energy industry is part of this goal. And new energy car companies are part of this industry.

The external dependence of China crude oil is 72.9 1%, and as we all know, crude oil is linked to the US dollar. This shows that if there is an economic problem in the United States, the economic crisis can be passed on by printing money indefinitely. China's high dependence on crude oil has undoubtedly become a "great injustice" under the hegemony of the US dollar!

To get rid of this situation, we must complete the transformation of the energy industry. And the key to change is electricity!

How much electricity is there in China? Since 20 1 1, China's total installed capacity has been ranked first in the world. At the same time, China's UHV technology ranks first in the world. Even American power engineers have begun to learn Chinese in fashion.

China is the only country that has fully mastered the technology of UHV transmission, and is also the standard setter in the field of UHV transmission. American engineers must learn Chinese if they want to understand this advanced transmission technology.

Both crude oil and electricity ultimately serve the industry. The biggest support of energy is the automobile industry.

As the world's largest consumer market, the development of new energy in China can force the expansion of the world's new energy industry. Therefore, it is very important to seize the new energy vehicle track.

Seeing this, we can easily find that the new energy industry may not be the throat of national rejuvenation, but it is definitely an important economic support for the road to rejuvenation. If you want to get rid of the identity of "great injustice", you must strive to lead the fourth energy revolution!