Zhai Ya male reporter in Beijing reported
Luo Yonghao's hammer cell phone on July 8 and so on. "The teacher who does not want to make a phone is not a good comic actor." Adhering to this transboundary logic, Luo Yonghao stepped into the tech community from the English training institute. It is precisely because of a talk with the Lei Jun speculation chat, Luo had the idea of vowing to do cell phones. The cross-border exchange, it seems, has become Lei Jun hobby, so obsessed with the Tesla headquarters, and thus spawned the idea of making electric cars, and even played a more "hammer" more popular name - -"green beans".
Want to open a company to create a cell phone everyone has a chance, but laymen want to build a car, the threshold may be higher. This is why the "hammer" to be listed, but "mung bean" not yet produced. However, by the end of this year, Lei Jun's "mung bean" may have a permit.
Wang Cheng, deputy director of China National Automotive Research Institute of New Energy Vehicle Battery Industry, said on a recent day that the center has drafted a market access policy for electric vehicles and proposed to issue two to three special license plates for electric vehicles to non-automobile manufacturers. It is reported that the draft policy will be handed over to the industry regulatory body for discussion, and then submitted to the State Council, approved as early as this year.
Tesla revelation
"The introduction of the policy is expected to open up new electric vehicle production capacity." Wang Cheng said. The 2013 EV index released by McKinsey shows that the indices of Japan, Germany and China were relatively close in 2010; and by 2013, the maturity of EVs in Germany and Japan exceeded 2.5 while that in China was only 1.7. China's electric vehicle industry Development has lagged far behind Germany and Japan.
Tesla's success is encouraged by industry and manufacturers, indicating that non-car manufacturers can do electric cars.For Tesla patent, due to non-car manufacturers do not exist battery technology, vehicle manufacturing and other path dependence , The opening of technology patents not only directly reduce the manufacturing costs of new energy vehicles, but also can be directly engaged in new energy vehicle manufacturing, the effective role of potential market expansion. "Wang Cheng is looking forward to the release of the production license, to the entire industry Bring a positive stimulus.
As for the challenge to the traditional automobile industry, it is not a kind of subversion but an introduction to Tesla CEO Elon Musk personally. "I think there's always someone pushing for a new thinking architecture to think about the problem and I used to expect and believe that the traditional automotive industry is going to be able to grow a new wave of EVs but I find that they can not really do that." Musk outspoken "It is not surprising that traditional car makers do not really want to make electric cars. This task can only be done by outsiders like myself, and this is why I started Tesla."
"I really want to achieve is actually a change in an industry, I did not think I want to replace them, I just hope they go the right path." Do not know Lei Jun made "mung bean" is also carrying the leader of Musk such a complex , But one thing is certain that these laymen are eager to do so.
Urgent need "catfish"
In fact, the latest round of development and planning of new energy vehicles in China has started from 2009. And in the six months prior to that, the Association of Chinese Automobile Association "Top10 Union" was also established and its members included the top ten domestic auto companies with domestic sales. At that time, the top ten auto companies also stated their position that they would jointly develop electric vehicles and jointly released a "gradual road map" for the development of new energy vehicles, that is, the gradual transition from hybrids to pure electric vehicles. However, up to now, the new energy automotive industry has not yet had a fundamental breakthrough and development. Until 2013, the scale of production and sales of new energy vehicles in China just exceeded 10,000 mark, while the U.S. market in the same period was close to 100,000. "It can be said that the gap between China and the United States market is gradually widening, and the gap between new energy automotive enterprises in the two countries is widening too. Tesla not only made his own achievements but also made achievements in the U.S. new energy automotive industry." Car commentator Zhang Zhiyong think.
From the latest sales of new energy vehicles, with a series of policy support, production and marketing began heavy volume. According to the data released by the China Association of Automobile Manufacturers, the production and sales of new energy vehicles in China in the first 4 months of this year were 10,000,000, reaching 1,0501 units, an increase of 154% over the same period of last year. Nevertheless, this is far from the goal of "achieving 500,000 vehicles to be sold by 2015" mentioned in the "Energy-saving and New-energy Automotive Industry Development Plan (2012-2020)" formulated two years ago.
It seems difficult for traditional automakers to jump out of a static framework and to spare no effort in new energy vehicles because of lack of strength but lack of courage, which urgently needs to be stimulated by catfish.
"In addition to imperfect charging facilities, battery technology, safety and endurance lack of vehicle manufacturers also need to increase input.Consider the smooth growth of the automotive industry, operating pressures and other issues facing the new energy car market is difficult to bring short-term It is difficult to make full efforts to develop the vehicle manufacturers. "In Wang Cheng's opinion, if you want to change the routine of the traditional automobile industry, you must put in two or three" catfish ".
BYD has always adhered to the new energy vehicle business. Although the sales volume of new energy vehicles increased tenfold in the first 4 months, the long profit period and the indirect impact on the traditional automobile business made BYD not envy as a peer. On the contrary, the arrival of Tesla brought discomfort to the traditional automakers, though the restlessness almost disappeared with all the disappointments Tesla encountered in China. Wang Tesla who saw from the body, leveraging from outside the industry may be a shortcut.
Who can "jump gantry"?
Compared with a lot of stiff auto companies, SAIC, which started its efforts in the field of new energy, has long been aware of the crises brought by cross-border people. "E-commerce and the mobile Internet have become more challenging for traditional industries and cross-border access to the automotive industry has begun." Cross-border companies are increasingly challenged by the automotive industry. "Chen Hong, Chairman of SAIC, at a recent general meeting of shareholders The first thing I talk about is this sense of crisis. In the eyes of Chen Hong, Tesla, millet, universal, and even more powerful upstream lithium battery business, may become a powerful competitor in the field of new energy vehicles in the future.
Tesla may get a license plate to be issued at the end of the license plate. See what Marsch has done in his visit to China in April to understand one or two. Musk an important part of this trip to China is to do government public relations. In addition to those widely reported trips, Musk also visited the leaders of the Ministry of Industry and Information Technology in Beijing and discussed with Miao Wei, minister of the Ministry of Industry and Information Technology about the possibility of cooperation between Chinese and American car companies in the new energy vehicle project. During the last day's trip, Musk met with the Shanghai government officials. Muske just left China, and the good news came from Shanghai: providing 3,000 free licenses for Tesla electric cars in 2014, which is equivalent to a subsidy of 100,000 yuan for Tesla buyers by local governments. According to Musk's plan, three to four years later, Tesla is likely to achieve localized production in China, and this is Tesla to reduce prices, an effective way to expand sales.
Compared to Musk, Lei Jun repairer more like playing tickets, but all the miracles created by the Internet industry are really "play" out. Lei Jun said in public at the beginning of the year, the future production of electric vehicles "mung bean", positioned as a group of North drift, similar to electric car. According to informed sources, in fact, as early as a few years ago, Xiaomi company with a well-known electric car brands to participate in the design and development of vehicles, Xiaomi Auto now entered the road test phase, the fastest in 2015 mass production and sales. This is the speed of the Internet, do not know whether this fast-breakner Lei Jun grabbed that license.
"There was already a company that commissioned us to make a version for them (vehicle body modeling during the vehicle design phase)," said a person in charge of a well-known chain express car company in Beijing. Despite the commercial secrets, did not disclose the specific name of the company, but he confirmed that "is an electric car."
In any case, more and more lay people have gathered in front of the gantry. Only when the policy is inaugurated will some people struggle to leap into the two or three catfish that stir the domestic electric vehicle industry.