China Tesla is expected to be activated

Li Yang

"At present, China's enactment of new energy vehicle access policies, not just to lower the threshold approach, but to open a new idea, in order to seek to agitate the market of new energy vehicles 'catfish', to encourage national automobile innovation." China Automotive Industry Consulting Jiaxing Xing, chief analyst at the development company, told First Financial Daily reporters.

The State Council General Office has issued a document entitled "Guiding Opinions on Accelerating the Promotion and Application of New Energy Vehicles" ("Opinions"). In which explicitly mentioned will be "support for social capital and technological innovation capability of enterprises involved in research and production of new energy vehicles," which is interpreted by some people in the industry as "the threshold for new energy access."

"The access threshold of the new energy automobile industry can not be completely relaxed and it is impossible to reduce it." Wang Binggang, the head of the consulting team of major project supervision consultants of 863 "Energy-saving and New Energy Vehicles", appears: "The policy is just to give more Passionate and motivated businesses, but only if they have the power and ability to do it. "

Market needs "catfish"

Data show that in 2013, the domestic sales of new energy vehicles was 17,600, and by the first half of this year, sales of new energy vehicles has exceeded 20,000, an increase of 2.2 times over the same period last year. Just look at this figure, it seems that this year can be drawn from all kinds of good news, driven by the rapid rise of the domestic market of new energy vehicles the conclusion, but compared to the first half of the domestic auto market 11.68 million total sales, the sales scale It seems minimal.

"The vitality of the new energy automobile industry is not enough". According to Wang Binggang, this is the current status of the development of new energy vehicles in China. The main reason for this phenomenon lies primarily in the national access policy restrictions. "In accordance with the original policy, must be a traditional vehicle manufacturers, have the qualification to produce new energy vehicles." Automotive analyst Zhong Shi told reporters. Traditional car companies do new energy vehicles, there are certain technical and first mover advantage, but at the same time, due to the support of the traditional market, but also the "driving force" is not enough. "For example, new energy vehicles do well, still can sell traditional cars, the enterprise will not have much impact."

Not only that, "Traditional car manufacturers are basically doing new energy vehicles based on traditional thinking, while new energy vehicles that do not use engine as their sole source of power are different in design and manufacturing thinking than before, Jia Xinguang added: "For example, the car engine, steering wheel and the main components now have a relatively fixed place, and in the future, the battery of new energy vehicles can be arranged according to need, such as According to the demand for power, you can put the front or rear of the car, but also distributed in four wheels, and even worse, even the steering wheel can not.

Therefore, at the end of last year, China's auto industry transformation and upgrading to promote the General Assembly, MIIT Minister Miao Wei said: "Our traditional car manufacturers due to inertia, technological path dependence and existing assets dragged down, it is difficult to have enthusiasm. The government is trying to create an environment that encourages competition and uses competition to promote the technological progress of enterprises. We are also discussing whether we can put in one or two 'dark horses' and mobilize the vitality of the enterprises to bring the pool of (new energy vehicles) Water agitated. "

"Therefore, the government liberalized market access, not just to scale, but to encourage innovation. Find the activation of the market 'catfish.'" Wang Binggang told the "First Financial Daily" reporter.

Activate traditional industries with Silicon Valley gene

Prior to this, insiders believe that if the access to new energy vehicles liberalization, then the most promising seed players will be Lu Guanqiu Wanxiang Group and Shandong Shifeng Group, the former through a series of mergers and acquisitions, the successful acquisition A123 new energy battery manufacturer and electric car manufacturer Fisko, and a new energy vehicles production experience. The latter as a low-speed electric car manufacturers, annual sales have exceeded 50,000, and has a certain amount of research and development and technology.

However, in the view of the above-mentioned professionals, this idea may not be established. Although the wind when the market has the foundation, but technically not very advanced, and our country's new energy vehicles do not match the tone. Because at the policy level, the current development of new energy vehicles has become an important path for China's transition from a car power to a car power. "And Wanxiang such enterprises, have their own accumulation in the industry chain and advantages, but the performance of innovative awareness is not particularly obvious." Jia Xinguang think. Therefore, the most suitable way is to innovate IT companies together such as Wanxiang such manufacturing and industrial experience of the enterprise. Use the "Silicon Valley gene" that the former has to mobilize and activate the latter's industrial advantages.

In the view of the insiders mentioned above, this is an opportunity for the automobile industry in our country. From the current point of view, with the deepening of joint ventures, the advantages of the independent brands in the traditional markets have basically disappeared. The pressure of "market share declining by 10" has forced the state to seek a restructuring and upgrading of the auto industry, while new energy vehicles are considered autonomous Brand "cornering overtaking" the last chance.

"We can not say that domestic new energy companies and foreign-funded enterprises are standing on the same starting line, but at least everyone's starting time is not very long, and their own brands are also more opportunities to achieve breakthroughs." Wang Binggang believes. In his opinion, success does not matter, what is important is that with "opportunities" it is imperative to do so.

Looking for China Tesla

Tesla samples worth studying. This car company coming out of Silicon Valley in a very short period of time, with innovative models and personalized products swept the global market for new energy vehicles. To a certain extent, challenge the "old-style" new-energy vehicles such as the Toyota Prius and Nissan Leaf. In the Chinese market, although the official sales of less than six months, but the current import of Tesla MODLE S has exceeded 1000, the average monthly sales of more than any local pure electric products.

Combining the strengths of traditional carmakers with the innovative Silicon Valley gene is exactly what Tesla has developed. As an electric car manufacturer coming out of Silicon Valley, Jia Xinguang said: "Tesla originally did not make cars in the style of Detroit (traditional automobile manufacturing), but made cars by way of Silicon Valley." Yin Chengliang, vice president of Shanghai Jiaotong University Automotive Engineering Research Institute believes that "the chassis comes from Toyota, but the battery is a laptop battery used in the choice of ternary lithium batteries, and in other technologies, it and Mercedes-Benz and other traditional businesses Cooperation Tesla doing the main job is to create 'integration advantage'.

"The biggest benefit of this model is the 'lightweight' of operations." According to Zhong Shi, Tesla's model is in fact likely to be replicated. Because compared to the traditional car, the structure of the new energy vehicles more simple modules, including power systems and other major components can be obtained through the purchase. According to its disclosure, although the policy has not yet fully landed, but there are already many investors and investors in the "just around the corner," trying to enter the market.

"Although the performance of our new energy vehicle market is not very active at present, the potential demand is enormous, for example, mini-buses for community short-haul use only, medium-speed urban electric vehicles and more individualized demand . "According to Zhong Shi," this market is expected to be rapidly activated if private and social capital are allowed, but the precondition is that companies must have the capability of system integration. "In his view, the current domestic enterprises with this capability "Not much."