Fuel cell commercialization technology is basically What is the "bottleneck" of new energy vehicles
In recent years, as a capital and technology-intensive new energy vehicle industry, with the gradual decline of state subsidies for new energy vehicles and the improvement of standard requirements, many car companies that rely on state subsidies to live have begun to struggle. Due to the delay in the arrival of state subsidies and the lagging of the overall automobile technology, some new energy automobile companies have lost the courage and funds to continue to invest, or simply stop production and rectify and wait for the tolerance of the national policy, or leave the field of automobiles and turn to other fields. Recently, when the author had a discussion with the leaders of several new energy battery and automobile companies at Henan Lithium Power Co., Ltd. in Xinxiang, Henan, several new energy vehicle manufacturers expressed their confusion and helplessness about the current industry development.
The start of new energy vehicles, electric vehicles on the one hand is the confusion and helplessness of the suspension of production, and on the other hand is the expansion of the new energy vehicle market. At present, the development of new energy vehicles in my country is still on the rise. According to the data in August, the production and sales of new energy vehicles in my country were 99,000 and 101,000, respectively, an increase of 39% and 49.5% over the same period last year; 1 ~August, the production and sales of new energy vehicles completed 607,000 and 601,000 respectively, an increase of 75.4% and 88% respectively over the same period of the previous year. In the same period in August, my country produced 2 million vehicles of all types, a year-on-year decrease of 4.4%, and sold 2.103 million vehicles, a year-on-year decrease of 3.8%. As far as the current development of the automobile industry is concerned, in the context of the overall decline in sales of gasoline vehicles in my country, the sales of new energy vehicles have continued to rise. The reason is that in addition to policy incentives and subsidies, there is another factor, that is, although there are fewer new energy vehicle manufacturers, the overall production scale of enterprises has increased. Reducing the number of enterprises and increasing the scale of production capacity of enterprises, isn't this picture also in line with the country's vision?Also read:https://www.aimeno.com/lithium-battery-pack/191.html
From the long-term perspective of the country, the development of new energy vehicles is of great significance. According to expert estimates, the production and sales of new energy vehicles will reach 1.5 million this year. Although such a large number of new energy vehicles cannot be compared with the sales of gasoline vehicles, it has doubled in front of the sales of about 780,000 vehicles last year. According to experts' calculations, by 2020, the number of domestic new energy vehicles will reach 5 million. According to this figure, the future market demand for new energy vehicles will be huge. However, in the face of good market momentum, we must also clearly understand the current "bottleneck" problem of new energy vehicles, and unite enterprises, governments, and research institutes in all links of the industrial chain to solve them through unified planning and coordination. solve.
One of the "bottlenecks" is the country's policy orientation. The new energy vehicle industry is a rapidly emerging strategic emerging industry. From the perspective of the world trend, all developed countries are actively planning the development of new energy vehicles. This industry will become the next technological commanding height that must be contested. From the perspective of my country's own national conditions, a large population, resource constraints, and increased pollution determine that my country must limit the development scale of traditional fuel vehicles, and new energy vehicles are the only optional path. Therefore, internal and external factors determine that the development of my country's new energy vehicle industry is imperative.
However, due to insufficient experience in the past, short vision, and low threshold for new energy vehicle manufacturing, the new energy vehicle industry has experienced blind expansion and signs of overheating investment. The standards are different, and the core technology is missing. These enterprises have disrupted the market by adopting low-quality and low-price competition, which has affected the overall level of industrial development, and the generous policy support given by the state has not achieved the best effect. For this reason, the future development path must be "supporting the excellent and supporting the strong". The country's subsidy policy should really change from "sprinkling pepper noodles widely" to highlight key points and achieve "riding a horse, giving a ride", and ruthlessly eliminate some low-level new energy vehicle manufacturers, so that some new energy vehicle companies can be in " In order to stimulate the vitality of innovation in the field of new energy vehicles and keep the level of research and development and technology in step with the world.
The second "bottleneck" is insufficient technological innovation capability. At present, the development of new energy vehicles in China not only faces the competition of traditional fuel vehicles, but also competes with foreign new energy vehicles. From the perspective of the world's overall manufacturing technology, the lithium-ion power battery for vehicles, which is recognized and accepted by everyone, has not yet made a fundamental breakthrough. Even the Tesla lithium-electric vehicle in the United States still has problems in terms of battery energy storage, safety guarantees, and driving mileage.
bottleneck. As far as the country is concerned, there are even more confusions. Apart from the core problem of too short battery life, we have nearly 500 new energy vehicle manufacturers, but only 15 have manufacturing qualifications, and it is obvious that the quantity is large but the quality is poor. , In particular, some key components such as high-speed bearings and control chips in the electric drive system are still controlled by others and rely on imports from abroad, which has become a "neck-choking" technology mastered by foreign manufacturers. In addition, the reliability, maneuverability, and brand reputation of the new energy vehicles we produce are obviously insufficient, and the profitability, independent innovation capabilities, and comprehensive competitiveness of the industrial chain are relatively weak. It can be said that this is a pain point and a difficulty in the development of my country's new energy automobile industry.
To this end, the path we need to choose is to learn technology in a down-to-earth manner, take every step seriously, and strive to promote new energy automobile companies to accelerate technological innovation, promote the improvement of vehicle manufacturing quality and the enhancement of the gravity of advantageous enterprises. Guo Hua, deputy general manager of Henan Lithium Power Co., Ltd., believes: "New energy car companies must know how to advance and retreat in the face of national interests while conducting full market competition. In order to achieve joint research and share results, we can make progress together."
The third "bottleneck" is the lag of charging infrastructure construction. Infrastructure is crucial to the development of the electric vehicle industry. The popularity of charging stations and charging piles determines the promotion of new energy vehicles. With the further expansion of the manufacturing scale of new energy vehicles, the construction of infrastructure such as charging piles has become a new energy industry. The biggest bottleneck for automotive expansion. Generally speaking, it only takes a few minutes for traditional fuel vehicles to refuel, but they can run hundreds of kilometers, while it takes at least several hours for new energy vehicles to be fully charged, which is very inconvenient. , In many cases, the car is out of battery and wants to charge, but there is no place to charge it.Also read:https://www.aminobattery.com/product/190.html
At present, my country still lacks an overall plan for the infrastructure layout of new energy vehicles, and the construction of parking charging piles for private consumers is progressing slowly. Although some cities have started to build some charging piles, the utilization rate is not high due to unreasonable layout. . Mao Baoguo, CEO of Shenzhen Tram Resource Network, believes: “Our sales of new energy vehicles are growing exponentially, but the construction of charging facilities is far behind the growth rate of sales of new energy vehicles. Facing the fact that new energy vehicles have nowhere to charge The embarrassment of many people's consumption of new energy vehicles has gradually shifted from enthusiasm at the beginning to calmness at the time of purchase. Therefore, to develop new energy vehicles, it is not only to build factories to produce cars, but the more important "path" is to improve Good infrastructure, complete the construction of supporting facilities such as charging piles, charging stations, and after-sales service stations from both 'software' and 'hardware' to create a broad path for new energy vehicles."
The fourth "bottleneck" is the lack of funds. Yang Tao, general manager of Henan Lithium Power Co., Ltd., believes that at present, in the entire new energy industry, there is a serious shortage of funds in various chains, which is a very common phenomenon. No matter how the country’s subsidy policy is adjusted, it is the general trend that its subsidy will eventually decline until it disappears. Many companies still rely on the blind pursuit of subsidies to survive. The policy is becoming more and more rigorous, and subsidies are lagging behind. Once the subsidy of the industry is reduced or even cancelled, and the technical bottleneck cannot make a short-term breakthrough, the cost cannot continue to decline, and it will become more tense.
In addition to the relatively easy access to funds by leading companies, most new energy vehicle manufacturers will face funding bottlenecks. In the absence of sufficient funds for investment, the development path of new energy vehicle companies and the entire industrial chain is even more worrying. They either switch to other products, or transmit viciously to upstream and downstream companies, making upstream parts companies and downstream sales and operations Companies absorb these costs collectively. But these methods are not the path to cure the root cause. The best path is to innovate, such as product innovation or business model innovation, and use the strength of innovation to prove the value of the company's existence. When the value of the enterprise is high, funds will naturally come to "support" the enterprise.