Guangzhou Auto Show weathervane: New energy vehicle competition landscape may see major adjustments

The 14th Guangzhou Auto Show 2016 officially welcomed the media open day on the 18th. Reporters found at the scene that compared with previous auto shows where new energy vehicles were the main focus of domestic brands, joint ventures at this auto show generally increased their efforts to promote new energy vehicles. In the next few years, the competition pattern of my country's new energy vehicle market may undergo major adjustments.

Joint ventures are deploying new energy vehicles on a large scale

According to statistics, at this Guangzhou Auto Show, many joint venture new energy vehicle models made their debut, including the domestically produced Audi A6L e-tron, Dongfeng Honda Spirior hybrid version, Changan Ford Mondeo hybrid version, Beijing Hyundai Sonata 9 hybrid version, mini Countryman plug-in hybrid version, Mercedes-Benz Generation EQ concept car, Lexus UX concept car, Buick Velite new energy concept car, and Volkswagen ID electric concept car .

Jochem Heizmann, president of Volkswagen China, said on the 17th that the annual sales of Volkswagen Group's new energy vehicles in China are expected to reach 400,000 by 2020. Previously, Volkswagen Group had signed a preliminary agreement with Anhui Jianghuai Automobile to establish a joint venture to produce electric vehicles.

As early as March this year, GM's new energy strategy in China stated that it would launch more than 10 new energy vehicles in the Chinese market by 2020, covering four major brands: Buick, Chevrolet, Cadillac and Baojun. In addition, Beijing Hyundai plans to launch nine new energy models by 2020 and achieve the goal of new energy models accounting for 10% of sales.

New energy market grows rapidly, and joint venture brands lose their position

The huge potential market space is an important reason for joint ventures to focus on new energy. In recent years, driven by relevant policies, my country's new energy vehicle market has grown rapidly. According to data, China produced 379,000 new energy vehicles in 2015, surpassing the United States to become the world's largest new energy vehicle market. According to the latest data released by the China Association of Automobile Manufacturers, in the first three quarters of this year, domestic new energy vehicle sales reached 289,000, an increase of 93.0% over the same period last year.

According to the energy-saving and new energy vehicle industry development plan issued by the State Council, by 2020, the production capacity of pure electric vehicles and plug-in hybrid vehicles will reach 2 million units, and the cumulative production and sales volume will exceed 5 million units.

On the other hand, unlike the fuel vehicle market, domestic brands dominate the domestic new energy vehicle market. In the first three quarters of this year, the top ten energy vehicle sales were all domestic brands, and no joint venture brands were shortlisted.

The technology of independent brands lags behind, and the new energy vehicle pattern may usher in major adjustments

As we all know, the current joint venture new energy vehicle market is not performing well. The domestic new energy vehicle subsidy policy is an important reason. According to the original plan, the new energy vehicle subsidy policy will enter the "declining stage" next year and end in 2020. The policy dividends of independent brands will gradually disappear. The technical advantages of joint venture brands will be highlighted. With the large-scale layout of joint venture brands, the pattern of independent new energy vehicle brands dominating the market will usher in major adjustments.

Hou Fushen, deputy secretary-general of the China Society of Automotive Engineers, once said that compared with foreign countries, China's new energy vehicle industry still has a large gap: pure electric vehicles have a technological gap of 2-3 years compared with international standards, and in terms of plug-in hybrid vehicles, the technologies of core components such as hybrid engines, range extenders, and motor systems are backward. In addition, although key technologies such as fuel cell materials and components have been initially mastered, there is still a clear gap compared with foreign countries.

As a winner of Toutiao's Qingyun Plan and Baijiahao's Bai+ Plan, the 2019 Baidu Digital Author of the Year, the Baijiahao's Most Popular Author in the Technology Field, the 2019 Sogou Technology and Culture Author, and the 2021 Baijiahao Quarterly Influential Creator, he has won many awards, including the 2013 Sohu Best Industry Media Person, the 2015 China New Media Entrepreneurship Competition Beijing Third Place, the 2015 Guangmang Experience Award, the 2015 China New Media Entrepreneurship Competition Finals Third Place, and the 2018 Baidu Dynamic Annual Powerful Celebrity.