China-US electric car pinch has begun

Absrtact: China's traditional energy vehicles in the international car brand in the gap between the share of the decline, the low degree of recognition, now overcapacity brings new crisis. As a result, China's new energy vehicles with high technical starting point bear the hope of overtaking too many corners. However,

China's traditional energy vehicles in the international car brand in the gap between the share of decline, low recognition, and now overcapacity brings new crisis. As a result, China's new energy vehicles with high technical starting point carry too many "corners overtaking" hopes.

However, just recently, the first Tesla-charged pile was completed in Shanghai Unicom's Songjiang Business Hall. This is after Chengdu, China Unicom and the United States Tesla car companies in the construction of charging facilities to the landing again. This means that, despite a lot of twists and turns, Tesla has marched into China. This has made many Chinese Autobots who want to emerge from new energy vehicles to envy. Since the previous, China's new energy Autobots issued "BYD minutes to create Tesla," The Ght, China and the United States electric cars have started mutual choke.

BYD and Tesla like a master chess, diamond. Tesla, for example, presses his head off a high-end luxury location, BYD in the popular low-end start and the two sides of the electric bus; Tesla is in favor of Super run pure electric attack its point, BYD is in the electric hybrid double drive dual-mode middle and high-end car off-road full layout of all four flowers; Tesla claims to be developing mid-range low-priced electric cars, BYD let Hybrid Power Qin High-profile listing; Tesla has built a super charging station in 23 cities in China, while BYD will launch hybrid Su V-Tang at the end of the year, with Tesla releasing a new car m odelx on the market, while BYD has revealed three new hybrid cars in the Tang, Han and Ming dynasties.

Do not know Tesla accidentally hit an opponent in China, or because of Tesla's stimulus to make BYD "small universe" broke out, since Tesla entered China, BYD new car listing launched in a busy, fast-paced faster.

In fact, Tesla's long-term development in China has always bypassed BYD. Because if a joint venture is built in China, Tesla can boost capacity and reduce costs without spending too much resources, but this ideal partner is not BYD. Otherwise, with companies outside BYD, Tesla is bound to be expensive. However, the fallen flower is deliberately ruthless, BYD seems indifferent to this.

When Tesla opened its patents to all the world's businesses, BYD fell on deaf ears; when Tesla claimed to be in a situation to find partners in China to build a joint venture, BYD kept silent, developed its own products, and sold more than 9,000 units in Qin Dynasty in January-September this year. Only one city in Shanghai set sales of more than 4000 units, stable domestic new energy vehicle Sales champion.

In fact, BYD is not unwilling to cooperate with others. Prior to the 2010, they had a joint venture with Daimler to establish a brand, BYD new energy technology, Daimler out of the automotive design and manufacturing process. This is the first and only time in the history of Chinese automobiles that China has a joint venture. And with the Proton electric vehicle in the domestic listing, cooperation to achieve initial success.

Tesla's galloping, BYD is a wind. However, at the time of the two sides game inextricably, there was a break Shuangfeng and close to the situation: October 22, Daimler sold its holdings of Tesla's 4% stake. The news led to a 3% drop in Tesla's shares on the day. It seems to me that Daimler's Sell-off is partly due to BYD. BYD has mastered the battery, motor and electronic control core technology, its research and development of lithium iron phosphate batteries, whether energy density, safety or service life has reached the industry's leading level. Daimler has such a partner enough. To this end, Daimler's discriminatory attitude is entirely separate.

BYD is now in the wind, in favor of new energy model research and development launch, this year has launched a sedan G5 and has 2.0L turbo-powered 7 Su v model S7, and new energy development echoes, risk shared. And Tesla has been a lot of bad news recently: The Odelx, which was scheduled to be listed in 2013, was delayed until the second half of 2015 and was said to be tested for perfection; after the Sell-off, 18 Tesla, who was involved in the sale of cat dealers, was halted by U.S. headquarters. Some analysts believe that the average consumer needs to book 5-6 months to get the car, but Tesla in the days of the cat actually took out 18 cars, whether there is a suspicion of digesting inventory, but also to draw the conclusion of Tesla oversupply. In addition, the Tesla system was cracked rumors, Nanjing, Hangzhou, the occurrence of Tesla accidents, also continue to cast a shadow.

Tesla's latest 2014 quarterly earnings report continued to worsen, with a net loss of $74.7 million in the car period, which continued to widen from a net loss of $38.5 million over the same period last year. Tesla's third-quarter m odels EV shipments of 7,785 vehicles, and failed to meet the company's previous 7,800-car expectations.

In the current situation with Tesla, it is difficult to cooperate with BYD, it is harder to take over BYD. Therefore, even if the production of low-cost electric vehicles, it is difficult to maintain sales volume. To this end, Tesla's future risks can not be underestimated, if the cooperation system can not be set up as soon as possible to make up for technical deficiencies and change the product singleness, and so on, it is difficult to obtain a greater market share in China.

But despite this, Tesla and BYD game rivalry, it is difficult to see the outcome. Because Tesla is recognized as the world's best electric car: The price of entering China is 200,000 lower than expected, but it has a driving sense of 2 million yuan. Also because of this, Tesla in China, where, in pursuit of countless. In addition, Tesla's technology integration capability and cooperation spirit, but also the domestic new energy enterprises need to seriously study, make up for the short board.

To this end, China should learn from the traditional automobile production research and development power dispersed, separate lessons, in the new energy development and production, the development of resource sharing, parts general, the power of the unified port to unify loose or tight joint. For example, the domestic enterprises, no matter who's new energy vehicles, can be public rechargeable port, sharing the charge of resources, not only to different enterprises product consumers to provide convenient services, but also save resources, reduce costs. Other domestic enterprises after years of research and development results, such as SAIC-Rong 550-mixed, Rong 750-mixed, Rong E50, North Steam E150ev, the E20, such as the Thai know beans, should be centralized integration, the fittest, through full union and cooperation, bigger and stronger, consistent external. Similarly, the Union of domestic enterprises should not exclude cooperation with Tesla. In the country to promote the national brand to implement a unified national standards today, the Tesla's technology and advantages, especially technical patents, should be fully absorbed, for my use.

Under the support of national policy, China will have SAIC, North steam New Energy, Geely, Chery, Zhongtai and many other new energy car companies and BYD jointly contend, will form market barriers, Tesla such products single but good cooperation of the new energy companies are not enough to become a threat to China's new energy companies. With the strength of the domestic new energy enterprises, domestic enterprises not only will not be subdued by Tesla, in China, Tesla will face the fate of the surrender. Because Tesla wants to develop in China in the long run, joint venture is the only shortcut.