Text | Hua Shang Tao Li Zhou Wen
Oil prices have soared, and this year's car owners have said that they can't afford to add oil!
Affected by international oil prices, in the past month or so, domestic oil prices have soared. No. 95 gasoline exceeded 9 yuan / L, car owners have called out, can afford to buy a car but can not afford to refuel. New energy vehicles, on the other hand, are becoming more and more fragrant.
Carbon neutrality and a green economy are the trend of the times. Recently, the mainland issued the "14th Five-Year Plan" modern energy plan, and proposed that by 2025, the proportion of domestic new energy vehicle sales should reach 20%.
Not only the mainland, but also all countries are accelerating the transformation of automobile electrification. The European Union proposes that by 2030, the sales volume of new energy vehicles should reach 35%; Norway is even radical enough to completely ban the sale of fuel vehicles in 2025, achieving 100% of new energy vehicle sales.
It can be said that whoever can seize the electric vehicle market can seize the next decade!
Now, the mainland is leading the trend in the field of new energy vehicles. In the top 20 global new energy model sales in 2021, Chinese brands accounted for 8. Looking at the once brilliant German and Japanese brands, there are only 4 German brands on the list, and only 1 Japanese brand.
Germany and Japan in the past hegemony of the automobile industry is no longer the reason, perhaps to track the decline of the German and Japanese mobile phone industry.
In 2007, the mobile phone business of Siemens was acquired. Siemens, which once ranked among the top three in the world mobile phone market, withdrew from the mobile phone market. In 2013, Nokia, which was once the memory of a generation's youth, also sold its mobile phone business. Sony, Sharp... These once loud mobile phone brands have gradually withdrawn from the stage of history. After that, it was the era of smartphones.
The rise and fall of commerce is already emotional. But at that time, perhaps no one expected that the decline of the mobile phone industry would affect the future automobile industry in Germany and Japan.
The collapse of the mobile phone industry in Germany and Japan has caused the decline of the corresponding industrial chain. The mobile phone industry chain happens to involve the core components of electric vehicles.
The three major parts of the fuel vehicle are the engine, transmission and chassis, and have a power drive system with an internal combustion engine as the core. But in electric vehicles, batteries, motors and electronic controls have become the three new major parts, and the power drive methods are completely different. The technological superiority that Germany and Japan have spent nearly a hundred years to establish is gone in an instant.
The three major pieces of electric vehicles happen to be highly correlated with the hardware base of smart phones, and China has caught up with this gust of wind.
Taking electric vehicle batteries as an example, among the top 10 battery companies in the world last year, China accounted for 6 seats, and the Ningde era was the world's first.
Such achievements have not been easy to come by. You know, BYD, which sold the second largest electric vehicle in the world last year, was only a battery supplier for Nokia and Motorola more than two decades ago. It is the accumulation of this period that laid the technical foundation for BYD's self-developed electric vehicles and batteries.
Batteries are the components with the highest cost in new energy vehicles, up to 40%. Conquering batteries is equivalent to conquering electric vehicles.
Twenty years of subjugation and lying down to taste courage have created today's BYD. It is also the long accumulation of countless similar enterprises that has created China's accumulation in the field of electric vehicle hardware.
Not only in hardware, but also in software. Nowadays, more and more people have formed a consensus that electric vehicles are not only an innovation in the use of energy, but also a competition for the comprehensive service of hardware and software of the whole vehicle.
After Tesla, more and more car manufacturers have introduced human-computer interaction technologies such as touch screen and speech recognition. New car manufacturers such as Weilai and Xiaopeng regard "intelligence" as an important advantage in opening up the gap with traditional car companies.
In-vehicle software is rooted in the Internet industry, and most of it is developed from intelligent application technology.
The past decade has been the decade in which China's Internet took off. In the field of the Internet, Germany and Japan have not yet called a decent global enterprise, but are more monopolized by large enterprises such as Facebook and Amazon in the United States. In addition, it is China, which has a population of 1.4 billion and gives full play to the advantages of the scale of the Internet.
In any industry, from peak to ebb and flow, it is often extremely rapid.
Times and opportunities have created today's China, but these decades of hardship are the foundation for Chinese enterprises to emerge in this wave.
May Chinese enterprises grasp the advantages, truly stand at the head of the tide, and give birth to a global enterprise in the next decade!
【References】
[1] "14th Five-Year Plan" Energy Planning 2025 New Energy Vehicle Sales Accounted for 20%", China Economic Network
[2] Global New Energy Vehicle Development Report 2020, Brokerage China
——END——
Welcome to pay attention to [Huashang Taoluo], recognize the heroes, and read the legend of Taoli.
All rights reserved, unauthorized reproduction is prohibited!
Some of the images come from the Internet
If infringement is involved, please contact to delete it