Domestic new energy vehicles need to maintain a sustained and healthy development momentum

New energy vehicles have been around for a long time, but they are becoming increasingly popular in China as a result of the continuous introduction of multiple support policies. Subsidies have induced a large number of car companies to enter the new energy field, and then accelerated the process of good money driving out bad money, allowing the new energy vehicle industry to grow rapidly and lay a solid foundation for overtaking on the curve.

In the "Implementation Plan for Carbon Peak in the Industrial Sector" (hereinafter referred to as the "Plan") jointly issued by the Ministry of Industry and Information Technology, the National Development and Reform Commission, and the Ministry of Ecology and Environment, "new energy vehicles" were mentioned many times, including requirements to vigorously promote energy-saving and new energy vehicles, increase the proportion of new energy vehicles in urban logistics and distribution fields, increase the proportion of personal consumption of new energy vehicles, and promote the construction of a new energy vehicle power battery recycling and utilization system.

Traditional fuel vehicles have been developed for hundreds of years, and the technology is very mature. The development of core components such as engines and gearboxes has reached a technical bottleneck and it is difficult to make further breakthroughs. Compared with traditional fuel vehicles, new energy vehicle technology has greater room for development. The comprehensive efficiency of motors and motor controllers can reach 90%, and there is still room for improvement; battery technology is also improving year by year, and the cruising range of new energy vehicles is getting longer and longer, and the charging time is getting shorter and shorter. Due to the characteristics of the motor, new energy vehicles can provide drivers and passengers with a more stable and comfortable driving experience. In addition, in terms of electrification, integration, and intelligence, new energy vehicles have greater development space and are more practical than fuel vehicles.

In order to meet consumers' requirements for diversification and personalization of intelligent connected car products, car companies gradually shift product value to the application end, allowing users to decide the application services they need, which has gradually become an industry development trend. The first half of the competition for new energy vehicles is electrification, and the second half is intelligence. Push the competition for new energy vehicle intelligence to a climax ahead of schedule. By 2035, pure electric vehicles will become the mainstream of new sales vehicles, and public vehicles will be fully electrified. Judging from the current market status and future policy direction, pure electric vehicles will occupy the mainstream position in the new energy vehicle market for a long time.

According to the current domestic retail price, a rough calculation is made. For example, a private car that runs 2,000 kilometers per month and consumes 8L/100 kilometers will cost about 1,360 yuan per month. At present, the electricity cost of charging piles is basically between 1-2 yuan per kWh. The power of new energy vehicles is about 30kWh-50kWh. Taking the middle value of 1.5 yuan/kWh as an example, if a new energy vehicle needs 40kWh to fully charge, then it costs 60 yuan to fully charge. The electricity cost of a new energy vehicle per month is about 400 yuan. It can be seen from this that the travel cost of fuel vehicles is much higher than that of new energy vehicles. New energy vehicles have obvious cost advantages, which is an important reason for car owners to consider buying new energy vehicles.

The fiscal subsidy policy played an irreplaceable role in promoting the early development of new energy vehicles in my country, greatly reducing the economic burden of enterprises in the early stage. However, relying solely on policy-driven policies cannot promote the accelerated development of the new energy industry in a sense of crisis, and turning to market-driven policies is an inevitable trend. Therefore, the news that new energy vehicle subsidies will be completely reduced has long been a sword of Damocles hanging over the heads of many new energy vehicle companies, prompting new energy vehicle companies to quickly improve their manufacturing chains, accelerate the development of their technical systems, and make their sales channels more market-oriented.

However, new energy vehicles still need to make up for many shortcomings in order to achieve sustainable development in the future. The first and foremost is the continuous increase in the proportion of new energy vehicle battery costs in the total cost, which restricts the rapid development of the new energy vehicle industry. In the past one or two years, the price of new energy battery raw materials has risen sharply. According to incomplete statistics, the price of precious metal cobalt has risen by more than 800% in one year, and the price of lithium carbonate and lithium hydroxide has also risen by more than 500%.

It is reasonable to continue the policy of exempting new energy vehicles from purchase tax - this is not only conducive to promoting the strong growth of the new energy vehicle market, but also good news for consumers, which can reduce the pressure on consumers to buy cars under the epidemic environment. National conditions are the soil, and policies are the spring breeze. The current pattern is initially determined, and efforts are still needed in the future. Domestic new energy vehicles must maintain a momentum of sustained and healthy development, and "policies supporting the new energy vehicle industry cannot stop." After all, from the current point of view, compared with traditional fuel vehicles, new energy vehicles still have a lot of room for improvement in terms of service life, battery safety, and production costs.