Recently, the introduction of private subsidies for the purchase of new energy vehicles has attracted the attention of the general public to the field of new energy vehicles, because the subsidy of 50,000 yuan and 60,000 yuan is indeed rare in domestic personal consumption subsidies. Because they will be directly subsidized by the program. However, as the most important part of the new energy automotive industry chain, the key component plate has not been able to directly benefit. It is regrettable.
Li Shengmao, a researcher in the new energy industry of China Investment Adviser, believes that the importance of the manufacturing process of domestic new energy vehicles is much higher than that of key components of new energy vehicles. This is an unusual practice. At present, the weak R&D capability of new energy vehicle key components and parts has become a bottleneck that directly hinders the industrialization of domestic new energy vehicles. We must attach great importance to this issue and take measures to boost its rapid growth and growth.
Li Shengmao pointed out that at present, the domestic new energy auto parts industry is facing a dangerous situation of strong invasion of foreign-funded enterprises, and domestic enterprises urgently need to take effective measures to meet the challenges. As foreign auto parts giants are expected to have no hope of surpassing Western countries in the traditional automotive sector, they will inevitably seize this new round of opportunities for the emergence of new energy auto industry and realize the so-called “beyond the curveâ€, so they are mostly early In China, the layout has been carried out, and as the country’s new energy vehicle strategy continues to become clear, they have recently made frequent efforts in the domestic market, forming a strategic alliance with a number of domestic vehicle manufacturers.
Since the beginning of 2009, many local cities have increased the procurement of new energy official vehicles in order to complete the pilot promotion of the “Ten Cities Thousand Vehicles†project. Because many domestic vehicle manufacturers do not have the production capacity of some key components, they can only purchase products from foreign companies to meet the purchasing needs of local governments. In this way, foreign-funded parts manufacturers initially opened up sales in the country. The domestic new energy auto parts production enterprises have limited gains due to limited strength.
Most of the domestic key manufacturers of new energy auto parts production companies have a short working life, small scale, and weak research and development capabilities, which severely limits the market competitiveness. At present, many key auto parts manufacturers for new energy vehicles in China have switched from the traditional auto parts production industry. They lacked technical precipitation and experience in the fields of batteries, motors and electric control of new energy vehicles. In addition, many companies have small scales and ambiguous business strategies, and often have short-sighted eyes and lack of confidence in long-term work in the industry. These have greatly hindered the rapid development and expansion of the domestic key industries for new energy vehicles.
Li Shengmao further pointed out that relevant national departments should actively guide and standardize the development of domestic key components and parts of new energy vehicles, and help promote their healthy and rapid development. On the one hand, it is necessary to tighten market access conditions, remove a group of enterprises that do not have production qualifications from the industry, and purify the market competition environment of the industry. In addition, we must use scientific and pragmatic policies to regulate the behavior of foreign-funded enterprises investing in parts and components industries in China, so as to provide space for the growth of domestic enterprises. Finally, the localization rate of key parts and components for the relevant models produced by domestic new energy vehicle manufacturers is clearly stipulated and the risks of hollowing out the new energy automobile industry are resolved.
Zhang Haolin, research director of China Investment Consulting Group, believes that the government’s above-mentioned macro-control must grasp a certain degree. If too much effort is made, it may result in backward protection and limit the market’s effectiveness in playing its superior and inferior functions. It is not conducive to domestic key energy components for new energy vehicles. development of. In fact, an alliance between domestic vehicle manufacturers and upstream component manufacturers can be an effective method. In this way, vehicle manufacturers can ensure the stable and low-cost supply of related parts and components, and parts and components manufacturers can produce products that are marketable according to the requirements of vehicle manufacturers.
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