The key parts of new energy vehicles are sad to "weaning period"

Recently, the target of the “12th Five-Year Plan” for new energy vehicles has been made clear. By 2015, the number of pure electric vehicles in China will reach one million units; the battery will focus on extending its service life. In addition, by 2015, China will establish a standard electric vehicle system represented by the standard of charging/changing electric vehicles.

These elaborations on the five-year goal of new energy vehicles clearly express our country’s desire to realize the rise of the auto industry. However, whether new energy vehicles can really be satisfactory within five years and become a milestone in the development of China's auto industry. ?

The key components of new energy vehicles rely on long-term import

The core components of three electric vehicles, such as batteries, motors, and electronic controls, will account for more than 70% of the cost of electric vehicles. Zhang Zhiyong, an automotive expert, once stated that for new energy vehicles, the status of suppliers will be far more than that of traditional fuels. The car era is important. Suppliers who have mastered core technologies will undoubtedly take the lead in the entire industry chain.

According to relevant investigations conducted by the National Information Center, the top four domestic producers of China's gasoline electronic control systems are UMC Group, Denso Corporation, Siemens vdo, and Delphi Wanyuan, all of which have foreign capital backgrounds, and their output accounts for the total output of domestic petrol E&M systems. 80%, while local companies are less than 1%.

It is not difficult to see that the monopoly of foreign investment in China's auto parts industry is very prominent, “three feet of ice, not a day cold”, the long-term dependence on imports of key components of new energy vehicles is very serious, China's auto parts core technology is in urgent need of breakthroughs .

The National Development and Reform Commission has made great efforts to protect the development of domestic parts and components companies

According to the Draft Opinions of the “Foreign Investment Industry Guidance Catalog” recently issued by the National Development and Reform Commission, the State encourages foreign investors to establish key energy component companies for new energy vehicles in China, but the proportion of shares held does not exceed 50%. This is the first time that the country’s key zero for new energy vehicles. The joint venture shares of the component are more clearly defined.

It is reported that the NDRC's limited shareholding ratio or the determination of the auto parts industry to refuse foreign capital intrusion is committed to breaking the passive situation of Chinese auto parts companies and protecting the development of domestic parts and components companies.

The National Development and Reform Commission has made it clear that the development process of domestic parts and components companies must compete for key technologies and establish an energy supply system that can co-exist/charge and replace electricity. This undoubtedly reflects the vision of the NDRC to realize the industrialization of electric vehicles.

Domestic lack of confidence in new energy car companies

A battery company’s source broke the news that at present there are thousands of battery companies in China, a large part of which is the influx of the automotive industry revitalization plan in 2009. Almost all battery companies were established after the beginning of this century. Their own core technologies, which are able to produce power lithium batteries, are very few, and most rely on the production of electric bicycle batteries, or low-speed electric vehicle batteries to survive.

At present, the industry basically recognizes that pure electric vehicles are the only way out for new energy vehicles. According to a thorough investigation by an electrical and mechanical online writer, the current domestic car companies have to turn to research and development of pure electric vehicles, which is difficult to meet.

According to people in the industry, whether from the perspective of the Ministry of Industry and Information Technology or from the perspective of the industry as a whole, in the process of fully researching and developing pure electric vehicles, hybrid power has to be the detour, and the era of industrialization of new energy vehicles is still far away.

As China gradually becomes the world's first automobile market, the fact that new energy vehicles are having key parts that are sad for the "weaning period" has caused everyone to feel chilling. Therefore, under the advantage of "geographical advantage," efforts have been made to break new ground in foreign investment. The monopoly phenomenon of energy automotive industry technology is the only prerequisite for accelerating China's auto industrialization.