Source: Photo.com
Recently, at the China Electric Vehicle 100 Forum (2024), Ouyang Minggao, vice chairman of the China Electric Vehicle 100 Association and academician of the Chinese Academy of Sciences, responded to the question of "electrification is a trap for the West" in his speech. "This is not in line with the facts," Ouyang Minggao said: "Who is leading the way in electrification? Some people say that electrification is a trap set by the West, but this is not in line with the facts. The development of new energy vehicles is a major national strategy implemented by China in consideration of oil safety, air pollution and industrial upgrading. ”
"From fuel vehicles to electric vehicles, product performance differentiation has become smaller, homogenization competition has intensified, electric vehicles are in the investment period, and it is difficult to make profits. Multinational companies have accumulated a lot of fuel vehicles, small investment, and good profits, but now they are investing in Chinese companies, which is reasonable and market behavior, but we also need to prevent the risk of new energy vehicle companies being purchased on a large scale. ”
Ouyang Minggao cited a series of data showing that China is leading the electrification revolution. In 2015, China's new energy vehicle production and sales became the world's first, which is the first time that China has taken the lead in the world to successfully introduce high-tech and civilian bulk consumer goods on a large scale. In contrast, foreign countries began to transform in 2016. After China's market share of new energy vehicles exceeded 1%, various countries began to transform. Seeing that China's new energy vehicle industrialization took the lead, foreign countries began to transform from the product introduction period to the industrial growth period, because this development trend is irreversible.
"In the early stage of the development of electric vehicles, we were in a hurry, so we survived, but now the transition period between the old and the new cannot be delayed. What do multinational auto groups look like now? Their electrification transformation is not in a hurry, but the development of China's new energy vehicles cannot be delayed, otherwise they will always linger in this entanglement, and there will be many dreams at night. Ouyang Minggao explained.
"These problems will be gradually solved with the dominance of new energy vehicles and the outbreak of the new energy revolution", Ouyang Minggao said, people always find fault with the technology in the early stage of industrialization, because it is an ugly duckling at the beginning, and the technology without industrialization is always full of beautiful imagination, that is, the white swan in the dream.
China's new energy vehicle market share ranks first in the worldIn terms of market share, the global market share of new energy vehicles will reach 13.3% in 2022, of which China has the highest market share of new energy vehicles, reaching 24.4% in 2022, followed by Europe, with a market share of 17.3%. Compared with the average market share of 13.3% in the global new energy vehicle market, it can be seen that the market share of new energy vehicles in India and Japan is low, and the future market space is relatively broad.
The eastern region leads the sales of new energy vehiclesJudging from the sales of new energy vehicles in various provinces and cities, in 2022, Guangdong Province will have the largest sales of new energy vehicles, reaching 753,000 units, followed by Zhejiang, with sales of 621,400 units. Jiangsu Province ranked third with 482,200 units. Overall, the sales of new energy vehicles in the eastern part of the mainland are in the top, and the sales in the northwest are relatively cold, and the penetration rate of new energy vehicles in these regions still has a lot of room for improvement.
Digital and intelligent technology has become a key growth point for the future development of the new energy vehicle industry
The key growth points of China's new energy vehicle industry in the future mainly include: intelligent electric vehicles, artificial intelligence technology, Internet of Vehicles technology, cloud computing technology, and digital car sharing platform. The development of these fields will bring huge market opportunities and potential, and at the same time, the government's policy support, the innovation ability of enterprises and the active participation of investors are also important guarantees for the development of the new energy vehicle industry in the future.
The technological innovation trend of China's new energy vehicle industry will pay more attention to the application of emerging technologies such as artificial intelligence, intelligent vehicles, Internet of Vehicles technology, autonomous driving technology, and cloud computing technology, and the development of these technologies will further promote the development of the entire industry.
Looking forward to the development trend of the new energy vehicle industry, according to the forecast of the China Association of Automobile Manufacturers, the sales of automobiles in mainland China will reach 30 million units in 2025, and according to the "Work Plan for the Steady Growth of the Automotive Industry (2023-2024)" issued by the Ministry of Industry and Information Technology in September 2023, it is planned that the sales of new energy vehicles in mainland China will reach 9 million units in 2023.
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