Chen? New energy car can't rely on top-level design alone


During the two sessions, new energy vehicles have once again become a hot topic, and several representatives of the committee have made different proposals or even criticized new energy vehicles. Such voices as "face engineering", "difficult promotion", and "unclear sales model" are heard.

Some people think that this is a "poured water" for the development of new energy vehicles. However, I noticed that these "cold waters" do not mean that there is a problem with the top-level design, and no one opposes the development of new energy vehicles. They only reflect the fact that there is such a difference between the top-level design and the actual operation, such as local protection, technology dispersion, and standards. contradiction.

In my opinion, "opening up" may be a key to solving these conflicts. The “opening” here mainly has three meanings. One is to break local protection, one is to establish a technology sharing mechanism, and one is to establish a unified technical standard.

I used to say that local protection is the biggest obstacle to the development of new energy vehicles. One obvious phenomenon is that due to the direction of the industrial policy, local governments and enterprises have moved up and tried to share in policy dividends. Even provinces and cities that do not have the foundation of the auto industry are trying their best to introduce new energy vehicle projects. Everyone’s mentality is to start with Again, this is actually a reflection of local protection.

At the same time, in order to achieve results as quickly as possible, local governments have always designed various subsidies and preferential policies for local companies. Foreign companies are facing enemies and setting up various obstacles. “Where are the products where the products are sold?” have become common case. As a result, local governments are pleased, but companies often complain that products can only be sold locally or in factories. There is no qualification for entry even in other places, let alone enjoying subsidies. This completely deviates from the general rule of relying on the market to regulate resource allocation.

Since 2014, under the new version of the industrial policy, local protection has changed. Although most provinces and cities remain the same, cities such as Beijing and Shanghai have subsidized new energy automotive products for foreign companies. The only difference is that Shanghai’s new energy subsidy policy, known as the “Shanghai model,” is even more intense. The dual subsidy of the license plate and cash will further expand the subsidy to plug-in hybrid vehicles. In the subsidy catalogue of the first two batches of new energy vehicles in Beijing, plug-in hybrid vehicles were rejected.

The issue of technological dispersion is also a major problem affecting the development of new energy vehicles. As technology is not open, different companies adopt different technical paths, and the technical level between them differs greatly. Even lithium batteries and nickel-metal hydride batteries are still more controversial. This has caused a situation of poor distribution. And huge waste.

At an energy conservation and new energy vehicle development forum, one expert's proposal is very good, that is, the use of technology sharing mechanisms, the strengthening of technical exchanges between companies, from competition to competition. This is an effective way to fight against foreign investment, especially in the context of the possibility that the auto joint venture stocks may be liberalized.

As for the problem of different standards, it is mainly reflected in the charging facilities. Different charging standards and multi-headed management will cause inconvenience in use, directly affecting consumer enthusiasm for consumption. What I understand is that Sinopec, PetroChina, Putian, the State Grid, and even China Southern Power Grid are building new energy vehicle facilities in accordance with their respective standards.

The standard is not open, coupled with the idea that everybody would rather be the leader than Ptero, auto companies and consumers are the ultimate victims. This requires major companies to lay down the short-term interests of competition, establish a linkage mechanism between each other, so that supporting facilities and technical standards are unified, in order to prevent the emergence of new energy vehicles due to the confusion caused by the development of the situation.

I believe that if the above problems are solved, new energy vehicles will still have very good prospects for development. Only the governments and homes of various localities have to adopt a more open mind to “warm up and warm up”. This is what the development of new energy vehicles should have. Righteousness.


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