laitimes

Why can China rise in the era of new energy vehicles?

author:New energy is ahead

This article was first published on the official account of "New Energy Front", here are more in-depth analysis of hot topics in the new energy industry, remember to pay attention~

Why can China rise in the era of new energy vehicles?

This is the 868th original article on the front of new energy

Recently, I saw a question: Is the world vigorously developing new energy vehicles in China? This is a very interesting and worthy question.

Only China is engaged in new energy vehicles?

According to the data shared by Cui Dongshu, Secretary General of the Passenger Car Association, the global penetration rate of new energy vehicles was only 3.9% in 2020, increased to 13% in 2022, and reached 16.3% in August 2023. It can be seen from the data that in addition to China, there are some countries in Northern Europe, and the penetration rate of the remaining new energy vehicles is still very low, and the penetration rate of large automobile markets such as North America is less than 10%.

Why can China rise in the era of new energy vehicles?

It feels like the question is asked, as if China is the only country in the world that is vigorously developing the new energy vehicle market.

This is also the reason why domestic new energy vehicles are in full swing, BYD, Ideal, etc. are selling well, but the global fuel vehicle giants are still selling on sale.

But this problem is by no means evidence that new energy vehicles are not good things, fuel vehicles are king, why it seems that China is vigorously developing new energy vehicles in the world, not that they think new energy vehicles are bad, nor that they do not want to develop new energy vehicles, but as Fan Zhiyi said, there is no ability!

Why can China rise in the era of new energy vehicles?

Cars are naturally motors

There is no doubt that new energy vehicles are good things, of course, more precisely, electric vehicles are good things. Let's just put it this way, just as gold and silver are not naturally currency, but currency is naturally gold and silver, Leo personally believes that the motor is not naturally a car, but the car is naturally a motor.

What does it mean? The power of the car is most suitable for the electric motor, and the electric motor is a more advanced and suitable product than the internal combustion engine!

As soon as the power is turned on, the motor will rotate immediately, and the endless power will surge out, without the need for the internal combustion engine, which is why the fuel car is in the luxury of power, in the field of electric vehicles is simply not worth mentioning, fuel vehicles can be called luxury cars within 5 seconds of 100 kilometers of acceleration, and even millions of levels at every turn, but electric vehicles can reach this level casually, if it is within 3 seconds of acceleration of 100 kilometers, the field of fuel vehicles is a proper multi-million level supercar level, but many four or five hundred thousand electric vehicles can reach this level。

In the era of electric vehicles, power is abundant, and there is no power problem at all.

Moreover, electric vehicles are more suitable for intelligence than fuel vehicles, especially unmanned driving, and the ultimate form of the car is unmanned driving, which is the advantage of electric vehicles.

In addition, electric vehicles also have the advantages of fewer parts and a shorter industrial chain.

Mention this,I have to whip this buddy again,I don't know if a year has passed,Is he still thinking like this,Anyway, a year has passed,The times have already undergone earth-shaking changes,BYD that he looks down on has become a leading all-round leader in new energy vehicles,Looking up to U8 is to amaze the audience with a variety of black technology,The price is as high as one million or more,Everyone still thinks it's too cheap,And Mercedes-Benz is still a miscellaneous brand in the battery era。

Why can China rise in the era of new energy vehicles?

In short, the new energy front believes that the ultimate form of the car is unmanned, the tram is more suitable for unmanned driving, and the motor is more suitable for the tram. For this reason, pessimism is expressed about the development of hydrogen vehicles, unless hydrogen energy is only used to generate electricity, and the drive is still driven by electric motors rather than internal combustion engines.

I know there must be a lot of people who disagree, and that's okay, just wait and see.

In fact, the tram is not a new thing, it has been there for a long time, and even the form of the tram has long been wanted to do, but it has not solved the problem of power batteries, only because of the rapid development of lithium batteries in the past ten years to solve the problem of power batteries, electric vehicles have ushered in the explosion of these years.

A historic opportunity for China's automotive industry

Does the power battery have to be a lithium battery? Not necessarily, maybe there will be more possibilities in the future, but it is expected that for a long time, lithium batteries are the most suitable one. The motor, in the longer term, is the most suitable power device for the car, unless there is more explosive progress in human science and technology, which determines that for a long time in the future, at least twenty or thirty years, lithium battery electric vehicles will be the mainstream of the world, no need to worry about being subverted by hydrogen energy vehicles, the Japanese are wrong skill tree!

The tram is a good thing, but the tram is anything but untechnological!

In the past two years, the crazy involution of the new energy vehicle market in China has given many people the illusion that the tram has no technical content, but in fact, the competition of electric vehicles is no longer limited to the hardware level, but also the software level, and the requirements for automobile manufacturers are more comprehensive.

At the hardware level, many people, especially many German fuel vehicle enthusiasts, think that new energy vehicles do not have any technical content, but in fact, it is difficult for many fuel vehicle giants to even make a pure electric vehicle platform that is easy to use, let alone comprehensive competition.

It is more difficult to extend to the competition of the entire new energy vehicle industry chain, from the power battery to the new energy vehicle, and then to the construction of the energy supplement system, each step requires a large amount of R&D investment and a large amount of investment, and there are also high requirements for the level of infrastructure construction in a country, which is why many countries want to do it and can't do it.

In fact, looking at the entire Blue Star, there are only a few countries that can promote global scientific and technological progress, and the vast majority of other countries are here to make up the number, which is the reason why the penetration rate of new energy vehicles in the world is still relatively low, objectively speaking, this is not only the growth space of the new energy vehicle industry in the future, but also the challenge, after all, the comprehensive strength of many countries is too collapsed, unless there is such an infrastructure madness as China to help, otherwise it is really difficult for them to build a perfect electric vehicle energy supplement system, and they can't even get a perfect power network。

Another point we must make clear, whether it is today, or in the past, new energy is optimistic about the competitiveness of China's new energy vehicles in the world, and bearish on the future of many traditional fuel vehicle giants in the era of new energy vehicles, not that these countries and these giants can not make new energy vehicles, can not make good new energy vehicles, can not make power batteries and so on.

They do not need to worry about being stuck in China in the era of new energy vehicles, but in global trade, especially in a fair market-oriented environment, they have no advantage over China's new energy vehicles!

Unless they engage in trade protection, or their domestic market will be monopolized by China's new energy vehicle manufacturers, therefore, the new energy front has never worried about the technology and competition of China's new energy vehicle chain, but more worried about the market problem, according to the current trend, the future of the new energy vehicle market trade protection problem, will be a more serious problem, which is also one of the follow-up challenges of domestic new energy vehicle manufacturers.

But that's another topic, so I won't expand on it today, and it's also a question worth exploring in depth, and I'll explore it in depth another day.

Read on