laitimes

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

author:Reading the inscription in the sea
New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Preface

In recent years, there has been a phenomenon of "automobile graveyards" in most parts of the country, where a large number of abandoned new energy vehicles are stored.

At present, it is the prosperous period of China's new energy vehicle development, but more and more "automobile graveyards" are coming, resulting in the development of China's new energy vehicles, which is once again pushed to the wind.

So, is this due to China's overcapacity? Or is there another reason?

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

New Energy Vehicle "Graveyard"

Hangzhou, Chongqing, Guangzhou, Liuzhou and other places have the existence of "car cemeteries", and its scene is extremely spectacular, looking like a dense piece of small ants from a distance.

According to residents who live in the neighborhood all year round, these cars have been stored here since four or five years ago, and the number of cars has been increasing over time.

Over time, this has led to the current grand scene.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

However, not all of these abandoned cars are scrapped vehicles, and some cars can still be used on the road after repairs and restoration.

Although they have a certain gap with new cars, they can still be satisfied with daily commuting.

Therefore, the management of the parking lot will sell the cars in the "cemetery", or remove the parts and sell them again, such as batteries, batteries, tires, lights and other key accessories.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

In addition, some cars that sell well and have good interior configurations will also be "disguised" by the manager of the parking lot and then sold them.

It's just that this price is ridiculously low, and it is not an exaggeration to say that it is "sold by the catty".

Some cars with better "conditions" are priced at 2,000 a car, and this price is not enough to buy a big brand electric car, but you can buy a new energy vehicle, which is exaggerated.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

And like a scrapped car, the iron sheet is bought by the pound.

The buyback company mainly weighs the steel used in the body, and then recycles it at a price of 2,000 yuan/ton, and a car can be sold for about 3,000 yuan.

It's a pity to buy a car in the same way as buying meat, but at the same time, it also generates a lot of waste of resources.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Although these cars are the first generation of new energy vehicles, when they were bought, in addition to the preferential policies of government subsidies, the price also reached 10 tens of thousands.

This price is still very high, and all the cars parked in the "cemetery" in each region add up, and the investment cost is as high as 10 million.

In addition, so many scrapped new energy vehicles will also cause great pollution to the ecological environment.

So, why are these new energy vehicles placed here?

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Why this is happening

Almost most of these abandoned new energy vehicles are eliminated from shared cars, and their scrapping has also become a funeral object for the failure of industry investment.

At the beginning, the birth of shared bicycles became a blessing for many young people, and for commuting to work and going out daily, shared bicycles were almost the best choice.

After new energy vehicles were vigorously promoted by the state, many companies began to derive the emerging industry of car sharing.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

In everyone's eyes, in the face of high "increasingly outrageous" fuel costs, they will definitely choose a tram that does not need to be refueled, and the cost will be greatly reduced if it is used as a shared car.

Therefore, since 2015, the state has vigorously promoted car sharing.

One is to facilitate the promotion of the concept of new energy vehicles, and the other is to give the public a simple sense of experience and pave the way for the later development of electric vehicles.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

However, what the company did not expect is that these new energy vehicles are the first generation of products, which belong to low-end trams, and they still have many imperfections.

The high demand for charging, the high cost of battery maintenance, and the high cost of battery replacement are somewhat outrageous, so many operators have been persuaded to quit, and the development of this industry has slowly stopped.

At present, only first- and second-tier cities may still see the presence of car sharing, and only a few companies operate it.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Secondly, some companies will also buy a large number of new energy vehicles to rent to online car-hailing drivers, after all, compared with fuel vehicles, the cost of electric vehicles for drivers will indeed drop a lot.

However, as the use time becomes longer and longer, various situations continue to appear, and the majority of Didi drivers are slowly dissuaded.

Then, these unaccepted new energy vehicles cannot be sold even if they are sold at a low price, and the final destination is only to sleep in the "cemetery".

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

In the beginning, the management of the vehicle also did an investigation.

Among them, most of the cruising range of some cars did not reach 250KM, and even some cars were pulled here without even driving 100KM.

When these first generation trams were mass-produced, the value they could bring was completely disproportionate to the cost of repairing the batteries, because China's battery technology was not as mature as it is now.

On the other hand, the blind investment and disorderly development of many enterprises in new energy vehicles have led to the abandonment of a large number of vehicles, which is the main reason for the waste of resources.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Everyone's expectations are too high, so the investment is also increasing, and there is no consideration at all whether the new product has the potential to increase investment into commercial use.

If we put it now, we may have a different result if we invest in shared cars, and in the general environment and background at that time, disorderly development is a waste of resources.

So, what will happen to these abandoned vehicles?

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

The place where the scrapped new energy vehicle is observed

With the increasing number of vehicles piled up in car cemeteries, in order to avoid environmental pollution and waste of resources, local governments are also actively cleaning up these "abandoned" trams.

During the clean-up period, many people will come to investigate with a "Taobao" attitude to see if they can find some valuable parts or vehicles.

During that time, more than 10,000 yuan could buy three or four cars, and this "cabbage price" was considered to have hit a fracture.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

But even so, not many people came to buy it, because why? Because it was not necessary.

Whether it is to buy a car or buy parts, it has to be shipped back, so the freight needs to be included in the cost, and the later maintenance costs, disassembly costs, etc. are all an investment.

This consumes manpower and material resources, and in the end, the return is estimated to be not even enough for the cost, so even if some people are curious, they just wait and see, and there are few people who really come to buy.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

As a result, the people living nearby will also come to "Taotao" to see if they can find a few suitable spare parts to take back and sell, and make a small profit.

Most of the other cars are almost all damaged here, and they are eventually pulled into the scrap plant for scrapping.

However, the scrapping procedure of this new energy vehicle is also quite cumbersome, and a little carelessness may cause serious consequences.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

As a new product, a series of follow-up processes brought by new energy are not very perfect, and it is very different from fuel vehicles in nature, so the process of scrapping and dismantling will be particularly complicated.

Especially for car batteries, if they are not recycled in time, then the battery will cause great pollution to the environment, so this scrapping process is done very carefully.

Although it is a pity that this resource is wasted, the rise of any new industry will inevitably cause a batch of unavoidable waste.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

We need to accept the cost of trial and error, although this price will be very expensive, but for the subsequent development, we can only continue to trial and error, and find problems to solve problems.

However, this has also caused a question that everyone is constantly discussing, is there overcapacity in China now in terms of new energy vehicles?

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Overcapacity

First of all, it is important to be sure that there is no such thing as overcapacity in China at the moment, on the contrary, we cannot even meet the market with our current output.

Overcapacity is just an excuse used by European countries to discredit China's new energy vehicle development, and their purpose is to limit the development of China's electric vehicles.

The existence of the automobile cemetery is undeniable, as a prototype of the first generation, the meaning of its existence is to correct the problem for us, and at the same time give a lesson.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Most of those scrapped vehicles are products of about 16 years, and they belong to low-end new energy vehicles.

When the country just vigorously promoted new energy vehicles, it also successfully persuaded many users who wanted to try it because of the immaturity of battery technology.

For example, at that time, if the battery is broken, you have to buy a new one, the repair cost is quite high, and the price of buying a battery is not low, so no matter which solution it is, the cost is very high.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Secondly, the country did not have an accurate development direction and plan at that time, which led to the impact of disorderly development of the market.

At that time, the state vigorously subsidized new energy vehicles, so a large number of enterprises purchased new energy vehicles for commercial use, without good consideration of follow-up problems, resulting in continuous conditions, and these vehicles eventually became waste vehicles.

It's a pity, and it's a waste of money, but it's good that we've overcome the most difficult times.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Nowadays, this phenomenon is almost impossible to see in China's new energy market.

As the R&D technology of new energy vehicles becomes more and more mature and targeted, people also have more choices.

Now, whether it is a taxi or a private Didi, most of the models driven have been replaced by new energy models.

However, their tram configuration is more different from the normal purchase of new energy vehicles, which belongs to the simplified version, and the price and cost are also greatly reduced, which is very different from the low-profile version of new energy vehicles in the cemetery.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Secondly, more and more buses have been replaced by trams, which can be a good way to open up sources and reduce expenditure, and on the other hand, it can also play a role in protecting the environment.

In the future development of China's automobile industry, it is an inevitable trend for new energy to replace fuel vehicles, and BYD, a large car company, announced that it would abandon the production of fuel vehicles.

Although the development of electric vehicles in the world is slowing down, it still does not affect the general direction, and it is only a matter of time before electric vehicles replace fuel vehicles.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

epilogue

At present, the R&D technology of new energy vehicles is still improving, and market management also needs to be continuously enhanced.

With the development of the times and the advancement of science and technology, we can accept the cost of trial and error, but we cannot accept the loss of resources caused by excessive waste.

This has a significant impact on both enterprises and countries, and orderly development is the most important way to maintain market stability.

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Key Sources:

Interface News: Where did the disappearing shared car go?

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

The Paper: Car sharing is coming out of the "graveyard"

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Zhongxin Jingwei: Behind the "graveyard" of car sharing: the platform has fallen one after another, and the user's deposit is difficult to return

New energy is in the limelight, but the "automobile cemetery" is breeding in large numbers, and there is a crisis behind the industry outlet

Read on