Is the "Old Age Scooter" half the country's new energy market a trap or a pie?
The new energy automobile industry is undoubtedly the current scent. The capital, local governments, air-conditioning and wine-making and other inter-bank companies have all gathered to participate. However, it has become the industry of the world's largest new energy vehicle market. Is it really gold everywhere? The new energy automotive industry, which looks prosperous, is a trap for investment or a pie? 2017 was a year in which China’s new energy auto industry shifted from a policy-oriented to a market-led one. In addition to the formal fall of fiscal subsidies, the landmark event also saw the official launch of new energy vehicles with double points in the second half of the year. Although the double-integration policy was formally settled in 2019, 2018 will be a transition year for the new energy industry to complete the transition to marketization. Under the guidance of the market, with the participation of traditional foreign-funded enterprises, 2018 will be the beginning of competition for each new energy automobile company with its strength. Up to now, 15 companies have been approved by the National Development and Reform Commission (NDRC) for new energy projects, among which the first new vehicle in Yundu has already been on the market, and the first production models of the company, including New Energy and Future Prospects, have also set downline time. Unqualified companies such as Weilai, ICON and Singular have also launched or will launch their first products in 2018 and 2019 one after another. Traditional joint ventures also completed the strategic layout of new energy. It seems that everything is ready to wait for the arrival of this shareholder's wind. However, the new energy auto market, which has already exceeded 700,000 units of annual sales, has already been ready to be detonated. Old age scooter floods the market Recently, CUCH released 2017 new energy automotive industry data. Last year, a total of 550,000 new energy passenger vehicles were sold, an increase of 69%. From the incremental data, new energy vehicles have become the fastest growing areas in the automotive market. However, the growth rate of Xinneng Automobile mainly comes from the A00 pure electric vehicle, which was once known as the “old generation scooterâ€. At present, the A00 electric car is still the main selling model of the new energy automobile market. According to the data of the CLUCC, in December 2017, the new energy vehicles sold a total of 98,000 vehicles, of which the A00-class models exceeded 50,000, an increase of 182% year-on-year, accounting for 61% of the market. In the top ten sales of pure electric vehicles in 2017, seven A00-class models such as Beiqi EC180, Zhidou D2, Chery eQ electric vehicles, Zhongtai E200 and Benben are mainly occupied. Looking at the new energy vehicle models at all levels, the A00-class models sold over 300,000 vehicles in 2017, accounting for 54.5% of the total market, and the volume exceeded the “half of the countryâ€. At the same time, the A00-class models, with a growth rate of 173% year-on-year, rank first in the growth of models at all levels, which shows the strong momentum of the A00-class models last year. Compared with the rapid growth of A00-class models, there is a big gap between the performance of other categories of pure electric and plug-in power. In the pure electric vehicle market, the second-largest sales volume is Class A. Last year, it sold more than 110,000 vehicles, but only increased by 19% year-on-year. Among the plug-in hybrid vehicles, mainly A-class models are used. Last year, a total of over 88,000 vehicles were sold, an increase of 118% year-on-year, while sales of B-class vehicles fell by 50%. Compared with the traditional fuel vehicle market, consumers tend to be more compact when purchasing new energy vehicles, which seems to run counter to the consumer upgrade automotive market. There must be a demon in an abnormal situation. The miniaturized consumption trend of new energy vehicles is mainly related to its use. At present, the private consumption market for new energy vehicles is mainly dominated by cities such as Kitakami, Guangzhou-Shenzhen, which are subject to restricted purchases. Especially in Beijing, with new energy licenses becoming increasingly tense, consumers are buying new energy vehicles mainly for the purpose of occupying numbers. At the same time, under the promotion of a trip travel mode, the micro-electric vehicles with lower costs and operating costs have become the main purchasing targets for the shared travel market. Therefore, private consumption of new energy vehicles for home use is far below the 550,000 vehicles. Last year, the production and sales of new energy vehicles were nearly 800,000. According to the planning of various companies, the production and sales of new energy vehicles in China in 2018 is expected to exceed 1 million for the first time. However, CSR Secretary-General Cui Dongshu has publicly stated that the city's support for city purchase restrictions will peak in 2018, and Beijing and Shanghai may not have an increase in license plates. This will bring disruption to the increase in the size of medium and large-sized electric vehicles, as well as entry-level A00 electric Cars also face the danger of a substantial reduction in subsidies. Will pure electric SUVs rise in 2018? At the end of 2017, Weilai Auto's first model, the ES8, was officially launched, opening up market challenges with a new sales model. According to the progress, 2018 is not only the key year for traditional joint venture automobile companies to enter the field of new energy, but also the first year for new construction vehicle forces to formally participate in market competition. From the new car plans previously released by various car companies, SAIC Roewe Ei5, Volkswagen Import e-GOLF, Beijing Auto New Energy ET400, Ford Mondeo Plug-In Hybrid, Xiaopeng Auto 2.0, Weimar EX5, Yundu Ï€3, BYD Yuan A large wave of new energy vehicles such as EV and Singularity iS6 will be launched in 2018. From the model point of view, the vast majority of companies are betting on SUV models with a large space advantage. It is undeniable that the SUV market is growing fastest in the traditional fuel car market segment. However, starting in 2017, the SUV market has dropped from a high growth rate of about 50% to a period of rational growth of 15.3%. Among them, the competition in the small and compact SUV market has been very fierce, and the elimination has already started. It will be difficult to predict whether the new energy SUVs listed this year will start a new incremental market or be flat. As the forerunner of new carmakers, the ES8, the first mass production car to be launched at the end of last year, was positioned as a high-performance pure electric seven-seat SUV. Although the integrated operating range is 355 kilometers, it is intended to reduce consumers' charging and mileage concerns. , Wei to launch a battery rental program car purchase. Although this situation can alleviate consumer concerns in the case of imperfect charging infrastructure, many problems faced by battery rental programs have become new issues. On April 1 of this year, the dual-energy car dual-entry policy will be officially implemented, implying that the era of marketization of new energy vehicles is approaching. Under the circumstances that the infrastructure of the charging infrastructure and private consumption market has not yet been adequately prepared, the traditional car manufacturers and new car builders in the field will actively participate in the market. Can it blew the private consumption market of new energy vehicles? Will this year fall into a trap or part of a new energy vehicle market? We will wait and see. General Purpose Grease,Bearing Grease,General Multipurpose Grease,Compaction Machinery Grease PUYANG XINYE SPECIAL LUBRICATING OIL AND GREASE CO.,LTD , https://www.xinyelubricant.com