The author | Cat brother
The source | Big Cat Finance
01
Recently, the international crude oil price has risen, the oil price of the gas station has also been continuously raised, starting at 0 o'clock on Saturday, entering the 9 yuan era, the 98 gasoline even exceeded 10 yuan, directly breaking through the "limit" of the display:
Back then, when a certain honorable Lincoln owner drove to the gas station No. 92 gun, he was scorned by a certain gasman, and then waved a big hand, "Add 500 pieces, and the rest will feed me on the ground."
Now, the 500 bucks to fill up are dreams.
Some people have also concluded that one tank of fuel money can buy a bicycle, and four tanks of oil are enough to buy a battery car.
More car owners openly admitted: "I'm sorry, electric car owner, I spoke too loudly to you before." ”
The owner of the electric car did not talk, but directly drove to the gas station for a walk around, took a video:
Taking advantage of the increase in gasoline prices, Tesla has raised prices 3 times in a week, with a single increase of up to 20,000 yuan.
Domestic cars look so fierce, but also joined the price increase army, Xiaopeng Automobile's price adjustment ceiling is also as high as 20,000 yuan, WM Automobile's price adjustment ceiling is as high as 26,000 yuan, zero-run car C11 full range of models the highest price increase of 30,000 yuan ... In the month, more than 40 models of nearly 20 new energy vehicle companies have announced price increases.
It turns out that this new energy vehicle seems to be high and unattainable.
Brother Cat thought, forget it, as the saying goes: 92 full, scared legs weak, 95 full, ruined, 98 full, three generations of repayment, brothers, whether you are driving a BMW, or driving a wild horse, in the end, or inseparable from Emma.
So, let's go to the door of the company and buy a small electric donkey.
Before I left the office, I received a pop-up window on my phone: Maverick Electric Announced a Price Increase!
This is really BBQ.
02
In fact, the little electric donkey has long been the king of urban transportation.
According to the estimation of the Bicycle Industry Conference, the current annual sales volume of electric bicycles in China exceeds 30 million units, and the social ownership volume is 360 million, which is expected to exceed 400 million this year.
Source: China Bicycle Association, compiled by Huajing Industry Research Institute
Of China's nearly 2.8 billion trips each year, 1 billion are made in two-wheeled electric vehicles.
How hot are the sales? Now, Beijing's electric vehicle stores have occupied the entire urban area, and the number of stores of the first brand can be comparable to that of KFC McDonald's stores, and the total number of stores of nine brands has exceeded 700:
(Source: Baidu Map)
Cat brother always passed by a Yadi store after work, the location is actually in the Xicheng District Xinjiekou Jewelry Building on the 1st floor of the bottom business, a row of police cars at the door guard (jewelry city standard), the door is next door jewelry store twice as wide, the area is also two or three hundred square meters, can afford to pay the rent here, it can be seen how much to earn:
(Image source: Baidu Map)
Little electric donkey does not want parking space, small electric donkey charging is cheap, small electric donkey is not stuck in traffic, small electric donkey starts fast... Too many benefits to say.
Now it's not just Chinese riding, it's also falling in love with abroad.
In 2020, shortly after the beginning of the overseas epidemic, countries began to advise residents to restrict social interaction and reduce the use of public transportation, coupled with the continuous rise in oil prices, and the increasingly stringent government requirements for environmental protection, countries such as Germany, Switzerland, the Netherlands and other countries have given many subsidies for electric vehicles. As a result, China's small electric donkeys exploded in Europe and the United States, and the overseas sales of many two-wheeled electric vehicle brands directly doubled.
Now, China's two-wheeled electric vehicle production and sales have accounted for more than 90% of the world's total.
Even the little electric donkey's brother, the Electric Tricycle (a domestic courier car), was praised by U.S. officials as the "future of New York freight":
The electric tricycle he rides sells for $80,000 locally, and it doesn't blow, which is a high-end version of SF Express in China.
03
Ah this, foreign countries will not build electric vehicles?
Needless to say, this electric express car or small electric donkey is a product with very Chinese characteristics, which is rarely seen on foreign streets.
Theoretically, the first DC motor-powered electric car was built by American Thomas Davenport in 1834. Later, more new electric vehicles appeared, and trams were once widely used.
But by the beginning of the 20th century, fuel vehicles appeared, with high horsepower and high endurance, in contrast, electric vehicles were too chicken ribs and were completely eliminated. Soon, fuel vehicles became a common means of transportation around the world. China is no exception, especially motorcycles, which are cheap and convenient to travel.
Subsequently, more and more motorcycles shuttled on the road, and even a flying car party specially rode a motorcycle to rob on the road, making the image of the motorcycle worse and worse.
As a result, since 1985, China, led by Beijing, has successively implemented a ban on motorcycles in cities. Also this year, China's first electric bicycle was born, and the Second Shanghai Bicycle Factory launched the permanent DX-130 electric bicycle. The car also got the approval of the Shanghai Municipal Public Security Bureau and could be on the road.
(This picture shows a similar model to the permanent DX-130)
However, the price of 700 yuan is not cheap, the pork in that era was 1.8 yuan a catty, not to mention the house price, the average monthly wage of ordinary workers at that time was almost 120 yuan, and buying this car was half a year's salary. In the end, the car sold more than 30,000 units in total.
From 1995 to 1999, the electric bicycle industry carried out technological innovations in four major parts - motors, batteries, chargers, controllers. At the same time, cities that announced the ban on motorcycles also began to blow up.
From 2000 to 2004, the production and sales of electric bicycles gradually increased, and large-scale enterprises represented by brands such as Xinri, Luyuan and Qianhe appeared, and Jiangsu Wuxi, Zhejiang and Tianjin also became the three major industrial agglomerations of electric bicycles.
After 2005, the electric bicycle industry technology and output have been breakthroughs, battery life and capacity have improved by 35%, the motor has developed from a brushed toothed motor to a brushless high-efficiency motor, the life has increased by 5 times, the efficiency has increased by 30%, and the climbing and load have also improved by 3.5 times. And with the increase in production, the price has declined, and production and sales have blown up.
Technology solved, just encountered the outbreak of Taobao e-commerce and express delivery industry, not only two rounds of sales well, tricycles, express delivery cars are also on fire.
After 2013, electric bicycles entered a fierce competition stage, and many companies, including Yadi, Emma and Tailing, were taking the market through price wars. In June 2015, Emma launched a "breakdown of the bottom price" price war across the country, covering almost the entire price range of two-wheeled electric vehicles at that time, and the biggest competition against Yadi hand bayonet, other big names also quickly responded.
After this battle, the head brand reduced the price, did not beat the opponents of equal strength to the ground, but killed all the miscellaneous license cars. The number of electric bicycle companies has dropped from more than 2,000 in 2013 to 110 in 2019, and the market share has begun to concentrate on the head.
According to WIND's data, the top three domestic electric two-wheelers in the market share in 2016 were Emma, Yadi and Luyuan, with market shares of 12%, 11% and 5% respectively, accounting for only 28% in total. In 2019, the top three market share were Yadi, Emma and Tailing, with market share of 17%, 14% and 9% respectively, which has reached 40% in total.
04
After the melee, new opportunities also came.
In 2018, the Ministry of Transport issued the "Electric Bicycle Safety Technical Specifications", requiring that from 2019 onwards, the new national standard to be enforced will give the electric bicycles that have been sold a few years of transition period, and after the transition period, cars that do not meet the national standard will be completely banned on the road.
The transition period in Beijing, Shanghai, Shenzhen and some cities in Henan, Zhejiang and other places has ended in 2021, while the transition period for several provinces with large electric vehicle ownership such as Shandong, Jiangxi, Guangxi, Anhui and Jiangsu has been closed in 2022-2024.
As a result, more than 100 million electric bicycles will be eliminated and replaced.
So, in 2020, three listed electric bicycle companies went crazy:
Maverick Electric shares rose more than 3 times, Yadi Holdings rose more than 8 times, and Xinri shares also rose more than 1 times. Emma also rode on the east wind of policy last year and successfully went public, rising more than 44% on the first trading day, pulling 8 boards in a row before opening.
What is more powerful is that the great development of electric bicycles has even created a new industry - changing electrical cabinets.
(Source: Shandong Life Channel)
The head player China Tower has made a fortune, the number of power exchange users on the platform has exceeded 500,000, most of them are takeaway and express delivery riders, Yadi, Meituan, Hello and BYD have also built a lot of power exchange infrastructure, planning to join this market.
Since last year, electric bicycles have not been able to fight the price war.
From last year to this year, brand electric bicycles, including Mavericks, have increased in price. In fact, this is not because the price of gasoline has risen, but the price of the raw materials of the electric bicycle itself has risen sharply.
The advent of the epidemic in 2020 has just met the double impact of chip price increases and lithium battery price increases, which correspond to the controller and battery in the four major pieces of electric bicycles, and the price has doubled several times in 2 years.
As of March 18, the average price of battery-grade lithium carbonate has exceeded 500,000 yuan / ton, up more than 80% from the beginning of the year and more than 500% year-on-year.
Lu Weibing of Xiaomi next door also called on everyone to cherish the mobile phone with super power:
Now, do you want to change your phone or buy an electric donkey? Brother Cat is entangled.