The China association of automobile manufacturers has released data on new energy vehicles in October, according to the China association of automobile manufacturers. At the same time, by the end of the year, the overall sales forecast for the 500,000 units could be lower by policy factors.
The so-called "policy impact" is, in effect, an unannounced new subsidy policy. All of which suggests that electric cars in China is moving towards the growth period from the period of industry development, in the process of rebates gradually diminishing, the government policy also from support stimulus to promote innovation transformation. Industry insiders believe that Chinas new energy car industry will officially enter the post-subsidy era with a new round of subsidies.
Just then, the international giants began to test the waters in the Chinese market of new energy vehicles, the opportunity of independent brands in China ushered in the home, also face a true test for voice.
Under control?
In recent years, the independent brand development in new energy vehicles speed faster, but in the industrial chain of each link, did not form a barrier effect, especially in development has been closely watched original battery, motor, electric control system and other components.
Vice secretary of China association of automobile manufacturers ShiJianHua said: "in the context of the current technical development level, the electric car of the rapid progress in technology, and the battery, motor, electric control three core components, electronic control system from foreign technology gap bigger."
Not only that, but throughout the auto parts industry, the "power of control" remains. The core of the key parts such as automobile electronic control technology still cant achieve democracy, part of the upstream basic industry key raw materials, components, equipment and imported.
The same is true of the development of electric car scale. In the field of electronic control, infineon and Bosch still dominate the market. In the battery world, samsung SDI, LG chem and panasonic are expanding in China. In addition, there are many factors such as the number of spare parts enterprises, small scale and low industrial level.
In spite of this, according to the data showed that 1 - August this year, the auto parts advocate business wu income reached 2.3 trillion yuan, up 13.46% from a year earlier, the market overall development is good, in the present high-speed development momentum. In recent years, Chinas automotive brand competitiveness is increase year by year, a rapid increase in enterprise internationalization level overseas m&a is growing so rapidly, enterprise innovation ability are also improved, most of the key components of a breakthrough technology strength.
The post-subsidy era, electric cars, spare parts, power batteries, motors
In fact, there have also been internationally recognised cases of independent brands in the parts of electric cars. In the case of the ningde period, which provides power battery products for brilliance BMW, the electric drive system of the mid-car era is exported to North America.
It is worth noting that our country is rich in informationization and intelligent products, and some technology is widely used in the niche. In automotive interconnection, domestic automobile enterprises mainly focus on smart car auxiliary driving technology development, enterprise IT concerns focus more on communications and information services of products and services. Whats more, most companies are based on electric car platforms.
Obviously, the parts industry is moving in the same direction as the electric car industry in China. In particular, the component industry is trying to shake off the influence of international brands on our market, especially from the percentage of independent brands entering the dynamic battery catalog.