Lead
Introduction
The barbaric growth of low-speed electric really solves the needs of middle-aged and elderly consumers, and has long formed a complete and mature industrial chain, and from the perspective of future development, the increasingly serious state of aging will bring more vitality to this industry.
Author 丨 Xu Jinkai
Responsible editor 丨 Cui Liwen
Editor 丨Zhu Jinbin
"I've been to Shandong once and I feel like there are low-speed electric cars everywhere."
"Why are low-speed electric vehicles sold so well in Shandong?"
As an authentic Shandong native, from time to time you can encounter such questions as foreign partners, and as for why everyone will form such an impression, it seems that no one can say clearly. For example, one article after another has made Shandong, Henan, and Hebei the main gathering places for low-speed electric vehicles, but it seems that no one can say how many low-speed electric vehicle companies and how many sales there are in these places.
After all, low-speed electric vehicles are an invisible industry.
Fortunately, for this problem, Xiaobian also has a little say, one is that four years ago in Weifang, Shandong Province, I investigated the status quo of the low-speed electric vehicle industry, and the second is that the identity of the village baby makes me know why the "elderly" like low-speed electric vehicles so much, nothing more than that, the elderly have needs, and low-speed electric vehicles can just solve this demand, a hit, an industrial chain is formed.
The population is large and the demand is strong
To say that Shandong is one of the gathering places of low-speed electric vehicles, Xiaobian agrees incomparably, and if Shandong is put on the hat of low-speed electric vehicles, Xiaobian thinks that there is a suspicion of partial generalization. First, because the visibility of low-speed electric vehicles in Qingdao and Jinan, which has a high degree of economic development, is not high, and the second is that not only are low-speed electric vehicles sold well, but Shandong is also the main sales position guarded by the vast majority of car companies.
According to data released by the Traffic Police Corps of the Shandong Provincial Public Security Department last year, by the end of 2020, the number of motor vehicles in Shandong Province was 30.85 million, ranking second in the country, such a huge sales market, everyone wants to share a piece of the pie again, low-speed electric vehicles are no exception.
In the view of the editor, compared with other provinces Shandong, Henan, Hebei low-speed electric vehicle industry development is relatively high, one is because the weather is cold, low-speed electric vehicles with low prices can also cover the wind and rain; secondly, the population base is large, the demand is large, and it is easy to form a scale effect.
And in the eyes of many people, with the birth of A0-class cars such as Wuling MINI, the low-speed electric vehicle industry will be violently impacted, or even completely banned, but Xiaobian believes that as long as the policy does not seal low-speed electric vehicles, this industry still has huge room for development, and the consumer groups of Wuling MINI and low-speed electric vehicles do not completely overlap.
According to data released by the Traffic Police Corps of the Shandong Provincial Public Security Department, by the end of 2020, there will be 32.8 million drivers in Shandong Province, ranking second in the country, and according to the seventh national census data, the total population of Shandong Province is about 102 million people, in other words, in Shandong, about one in every 3 people, there is a driver.
This means that the sales scope of Wuling MINI has been limited to the 32.8 million drivers, while low-speed electric vehicles do not have such limitations, the sales scope is nearly three times that of the regular army such as Wuling MINI, coupled with low prices, easy to learn and easy to use, Wuling MINI's desire to ban low-speed electric vehicles is simply impossible to achieve. Coupled with the restriction that drivers over the age of 70 need to submit a health report once a year, many elderly people give up their driver's licenses and turn around to choose low-speed electric vehicles to meet the needs of daily transportation, which will greatly expand the development trend of low-speed electric vehicles.
It is worth mentioning that the degree of aging is gradually deepening, according to the data of the seventh census, among the permanent population of Shandong Province, the population aged 60 and above is 21.221 million, accounting for 20.90%, of which the population aged 65 and above is 15.364 million, accounting for 15.13%. Compared with the proportion of the population aged 60 and above in 2010, the proportion of the population aged 6.15 percentage points increased, and the degree of population aging is gradually deepening, which will also add a broader market space for the development of low-speed electric vehicles.
Mature industrial chain "turning positive" cannot be delayed
In addition to the fact that from the perspective of market status, low-speed electric vehicles cannot be completely replaced, from the perspective of industrial development, low-speed electric vehicles also have certain significance.
Still taking Shandong as an example, Reading in Changle County, Weifang is a large local taxpayer, as early as the beginning of 2018, when Xiaobian went to investigate, Reading was the largest local taxpayer in Changle County, and with the acquisition of Mustang by Reading in 2019, industrial upgrading, after setting its sights on the passenger car market, Reading, taking into account low-speed electric vehicles and A0-class passenger cars, will certainly be able to make greater contributions to the local area.
Less than 6 kilometers away from the Reading Industrial Park, is the Hantang New Energy Industrial Park, relative to the well-known Reading, Hantang does not seem to be worth mentioning, but it is such an unknown low-speed electric vehicle company, as early as 2016 reached an annual sales of 30,000 vehicles, in 2018 with a capacity of 300,000 Hantang New Energy Industrial Park was also officially put into production, although the sales data since then can not be checked, but it is certain that Hantang is more moist than many weak passenger car brands.
Enterprises such as Reading and Hantang have a large number in Shandong, Henan and Hebei, and their existence has driven the development of the entire industrial chain on the one hand and solved some employment problems; on the other hand, considerable taxes have also prompted them to make no small contribution to the local area, which is also the fundamental reason why the local traffic management department has turned a blind eye to low-speed electric vehicles on the road.
The most interesting thing is that the development of the low-speed electric vehicle industry always follows the needs of users, subject to the reason of cost constraints, low-speed electric vehicles generally use lower cost lead-acid batteries, compared to lithium batteries, lead-acid batteries are large, small capacity, more easy to attenuate characteristics, will have a certain impact on vehicle endurance. In order to solve this situation, many low-speed electric vehicle companies have reserved a position in the "engine compartment" at the beginning of design and production, so as to install a range extender in the future.
In Less than 300 kilometers away from Reading, Hantang less than 300 kilometers away in Leling County, Texas, there is a company dedicated to low-speed electric vehicles supporting range extenders - Leling Power Electric Vehicle Parts Co., Ltd., from time to time pop-up window of the official website of the official website is uncomfortable, but its more than 30 kinds of products have made a lot of contributions to the development of the low-speed electric vehicle industry, in the official website success story column, the combination of its products and Hantang new energy, so that many low-speed electric vehicles have a lot of regular passenger car characteristics.
And in the love of purchasing website shows that Leling Power Electric Vehicle Parts Co., Ltd. for low-speed electric vehicles produced this range extender, the price is basically within the range of seven or eight hundred yuan, such an affordable solution, so that low-speed electric has become the first choice of many "pocket shy" middle-aged and elderly people.
From such a state, it is not difficult to see that the barbaric growth of low-speed electric really solves the needs of middle-aged and elderly consumers, and has long formed a complete and mature industrial chain, and from the perspective of future development, the increasingly serious state of aging will bring more vitality to this industry.
Replacement is not easy, but the transfer is practical, just this year during the two sessions, Zhang Tianren, a deputy to the National People's Congress and chairman of Tianneng Holding Group, submitted the "Suggestions on Improving the Construction of a New Energy Transportation System and Promoting the Healthy and Orderly Development of the Four-Wheel low-speed Electric Vehicle Industry" as called for, promoting the construction of the four-wheel low-speed electric vehicle related management system and allowing the four-wheel low-speed electric vehicle industry to develop healthily under the sun is the right choice.
| Xu Jinkai |
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