Written by | Song Yuting
"I just don't understand, why do you still buy oil trucks now, how nostalgic will you buy oil trucks, in addition to smelling gasoline, what else is good?" Listen? ”
Recently, a remark by Li Bin, chairman of Weilai Automobile, in an interview has aroused heated discussion.
The live video of this interview was widely circulated on the Internet, Li Bin's slightly embarrassed expression and the embarrassing laughter of the people present, I don't know how many "old iron" hearts, but also touched the reverse scales of many consumers.
Netizens opened the crazy spit mode: "What he said is right, don't be so cold in the northeast, don't queue for high-speed charging for so long, don't open the cold air in the summer, don't open the warm air in the winter, and there is no problem with the others." ”
After the fermentation of the incident, a screenshot of the chat of the owner group of Weilai came out, and the content was Li Bin's response to his previous statement, which is simply that he believes that the charging and replacing infrastructure is convenient enough, and it is time to choose electric vehicles.
High growth is a fact
Indeed, in recent years, with the continuous upgrading of the automobile market, the iteration of the speed of light of technology, especially the growth of new energy products, has a great impact on the market environment, and various experts have also come out to predict that new energy vehicles are developing towards the trend of replacing oil vehicles.
It is undeniable that with the support of national policies and local policies, as well as the restrictions of license plates in developed areas such as Beijing, Shanghai and Guangzhou, consumers' recognition of new energy has increased significantly, and the industry has gradually matured.
Since the State Council issued the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)" in 2012, China's new energy automobile industry has grown from a bud to a towering tree. Not only that, after nearly five years of rapid development, the production, sales and ownership of new energy vehicles in China have continued to stabilize at the world's first level.
According to the "New Energy Vehicle Industry Development Plan (2021-2035)" issued by the State Council, by 2025, the sales volume of new energy vehicles will reach about 20% of the total sales of new vehicles. Taking this figure as a benchmark, the new energy automobile industry is expected to burst into huge growth potential in the future.
Recently, according to the statistics of the Association of Passenger Vehicles, the retail sales of new energy passenger vehicles reached 378,000 units in November, up 19.8% month-on-month and 122.3% year-on-year; from January to November, the retail sales of new energy vehicles were 2.514 million units, up 178.3% year-on-year.
In November, the domestic retail penetration rate of new energy vehicles has reached 20.8%. The penetration rate from January to November was 13.9%, which was significantly higher than the penetration rate of 5.8% in 2020. In the medium and long term, China's new energy vehicle sales are expected to maintain rapid growth.
It is also true that charging facilities cannot keep up
Under the rapid expansion of the new energy market, it is also a fact that the layout of charging piles cannot keep up with the sales of automobiles.
It is worth noting that Li Bin also said in the video: "It is true that there are many inconvenient places for the use of electric vehicles in the early days, and now in most scenarios, everyone is used to it, where there is so much anxiety, the anxiety of power-up is basically the heart of gasoline car users to operate electric vehicles."
It is obvious that Li Bin's cognition of the difficulty of charging trams has deviated from the real data, and it is even compared with mobile phone charging, and regardless of the volume and consumption of cars and mobile phones, it is much easier to find mobile phone charging sockets in our daily lives than to find car charging piles, not to mention the portable charging treasures that can be seen everywhere.
According to data from the Traffic Management Bureau of the Ministry of Public Security, the number of new energy vehicles in the first three quarters reached 6.78 million.
According to data released by the Charging Alliance on November 10, the cumulative number of charging infrastructure in the country as of October 2021 was 2.253 million units.
On November 2, 2020, the General Office of the State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)" to make a comprehensive planning requirement for China's new energy vehicle market for up to 15 years, and the ratio of new energy vehicles to charging piles must reach 1:1.
It is not difficult to see that China's charging piles are facing a huge gap.
Not only that, this year's eleven small holidays have a high-speed service area charging pile "a difficult to find" situation, and even some car owners said that they queued for 4 hours and charged for 1 hour. The power exchange mode led by Weilai is also often complained by users about "changing the power for five minutes and queuing for one hour".
According to third-party surveys, NIO now has 733 substations, 3348 destination charging piles and 3136 overcharge piles, while WEILAI's official data shows that from January to November this year, NIO delivered a total of 80,900 new cars, an increase of 120.4% year-on-year. But so far, NIO has delivered a total of 156,600 new cars.
"Heartbroken, old iron"
In this way, "the heart of the gasoline car user to operate the electric car" may be because the gasoline car user has driven to the destination, and only helps the tram brothers who are still queuing up to charge in their leisure time.
At the same time, with the development of new energy vehicles and other industries, a large number of batteries are needed, and the data shows that from 2015 to 2020, China's annual power battery installed capacity increased from 16GWh to 63.6GWh, with an annual compound growth rate of more than 50%.
Under such rapid expansion, the market does not have enough lithium resources to meet future battery production. British scientist "father of lithium batteries" Stanley Whittingham (M. Stanley Whittingham bluntly says that the world's lithium resources will be depleted in the next five to ten years. At that time, how new energy vehicles will develop is still unknown, but what can Weilai compare with oil vehicles without electricity.
It can be seen that in addition to the mileage of electric vehicles, consumers' mileage anxiety about electric vehicles is also closely related to other factors such as the number of charging piles, charging time, radius of activity, and industrial development.
In summary, most people think that Li Bin's pattern is small, and there are also a small number of people who analyze whether Li Bin is speculating in traffic, after all, we are in an era of highly saturated competition and rapid iteration of information traffic, a sentence can be exchanged for so much attention, Weilai does not seem to lose, after all, black and red are also red.
In any case, it is undeniable that Li Bin has completely come out of the trough of the "most miserable person" in 2019, or will transform into the "craziest person" in 2021. 【iDailycar】