With new energy vehicles as the fulcrum, we will move the earth

Introduction: This time, the Chinese team, which seems to be standing on the same starting line with other countries, wanted to seize this opportunity and use new energy vehicles to complete the salted fish turnaround. Environmental protection requirements and lack of oil are often cited as reasons for the development of new energy vehicles. In fact, in addition, new energy vehicles are still a good 'power point.' It is said that 'give me a fulcrum, I can move the whole earthDeep-seated reason 1. The internal combustion engine can't compete with the international mainstream. 'Curve overtaking' helps the national strategy. Traditional cars have five major systems. Among them, the engine is the core that powers the entire vehicle. However, due to the late start of the development of my country's automobile industry, traditional automobile technology There is a huge gap between reserves and production levels compared to developed countries. To this day, domestic large-scale automobile manufacturing companies have basically incorporated foreign capital and have entered into joint ventures with foreign companies to improve the technology of vehicle manufacturing, but the key technologies and profits are still in the hands of foreign capital. As the starting point for strategic transformation, new energy vehicles are developing at a global level, but the barriers to property rights have not yet been formed, and the competitive landscape has not yet been determined. This time, the Chinese team, which seems to be standing on the same starting line with other countries, wanted to seize this opportunity and use new energy vehicles to complete the salted fish turnaround. At the same time, some domestic (BYD, SAIC, etc.) auto companies and parts companies (Ningde Times, Yinlun, etc.) have mastered some core technologies of new energy, and are at a loss as to whether there is a first-mover advantage. , The development of new energy vehicles can build international competitiveness. 2. China's GDP growth rate has slowed in recent years, and the growth rate of car sales is deeply related to GDP, and the trend is earlier than GDP. Figure 1 1978-2018 China GDP data source: National Bureau of Statistics compares China's car sales growth rate and nominal GDP growth We can find that the two are highly correlated. It can be clearly seen that the growth rate of automobiles is slightly ahead of the GDP growth rate by 2-3 years. The consumption of automobiles can be said to be a solid support and first indicator of the national economy. Figure 2 The relationship between automobile sales and GDP from 2001 to 2018. Source: National Bureau of Statistics u0026 China Automotive Research Institute. At the same time, the real estate industry that has long been driving economic growth in my country has suffered severely under the environment of deleveraging, structural reforms, and high levels. The burden of boosting the economy and stimulating growth naturally falls on the industry and service industries. Most of the super-large industries (aerospace, shipbuilding, high-speed rail, etc.) in the industrial system are state-owned enterprises. As a rising star in the industrial system, the automobile has a large number of state-owned and private enterprises, strong competitive vitality, and large market space. At the same time, it can be deeply integrated with the service industry of the tertiary industry to upgrade and transform the consumer-side model, and it will have a strong development in the future. potential. Develop new energy strategic plan deduction Step1. Domestic subsidy policy assists the development of new energy vehicles through subsidies for the supply chain of new energy vehicles, battery subsidies plus vehicle subsidies; impose limits on fuel vehicles, increase fuel consumption and emission standards, and use double points to force tradition Automakers are transforming; in addition to state subsidies, local governments also subsidize them. They also use government support to limit the sales of fuel vehicles, promote pure electric public transportation, and private transportation without restrictions. This can effectively accelerate the development of new energy vehicles. Step2. Restrict foreign cars from entering the domestic market, and then use international capital to vigorously enhance the competitiveness of domestic cars. Auto tariffs, consumption taxes, value-added taxes, etc. are superimposed. Before the trade war, the average tax amount of 15%-25% rose to 30 after the trade war. %-40%, it is said that it will be reduced by 40% after July 1, but even if it is reduced, a 200,000 foreign car will need to be close to 500,000 before being sold to China. Such restrictions on foreign vehicles, on the other hand, are also expanding the domestic consumer market for new energy vehicles. Liberalizing the foreign shareholding ratio of the auto industry, foreign countries are all staring at the big market of China's auto consumption, and leading auto companies (ABB) have entered China one after another. In this way, foreign investment can enter China's automobile industry and provide the industry with funds for innovative research and development. At the same time, the advanced technology and mature operation and sales models of foreign traditional automobiles can be brought in simultaneously to provide funds for the development of new energy vehicles + advanced technologies of the five traditional automobile systems + mature management and operation models to facilitate the development of new energy. Step3. In the early stage of in-house sales, the later stage of vision is aimed at the world. After coming to Poland to make a big turn to enclose the domestic new energy market, we will do a good job in technology and products, and slowly form a mature and stable advantage. Our country's strategic direction It is about to start targeting foreign markets. In turn, we are using the advantages of these foreign-funded companies in our home countries to combine the help policies we provide to export our cars and high-quality parts to other countries. In this way, we will be able to repay the money that was pitted in the same way in the same way for the past two centuries of industrial technology, especially the backward automobile technology, and earn back both face and money. Comment: Our country's overall strategic plan for new energy vehicles is huge, with a long implementation period and high difficulty in implementation. To achieve such ambitious and ambitious goals, we need to strengthen our beliefs, and then constantly fine-tune according to the actual situation, make unremitting efforts, and strive for it. In the end, the so-called 'curve overtaking' in our mouth will be realized. As practitioners in the new energy industry, I think we should have this sentiment and try our best to solve the problems we have encountered and will encounter, so that the national strategy of new energy and our feelings can be realized.