Rhapsody of the electric car industry, all parties need to cooperate

[Shihua News] In the field of electric vehicles, China is very hopeful to lead the global industry development direction. However, the current popularity of electric vehicles faces three major problems: business model, battery cost and support. Therefore, if the electric vehicle industry wants to become another "high-speed rail" in China, in addition to the strong support of national policies, it also needs rapid development of technology and the establishment of a good business model.

The famous economist Wu Jinglian said at the 12th Hi-Tech Fair Strategic New Industry Development Forum on the 16th that "in the field of ICT and electric vehicles, China is very promising to lead the global industrial development direction." However, the industry is on the electric vehicle industry. The development has always had different voices. Zhao Fuquan, vice president of Geely Holding Group, said recently that new energy vehicles will not become a big climate in the next 10 years. After 10 years, the market share of electric vehicles is 10%. Xiao Guopu, vice president and general manager of the commercial vehicle division of Shanghai Automotive Group Co., Ltd., believes that the popularity of electric vehicles faces three major problems: business model, battery cost and support. If these three problems are solved, the popularity of electric vehicles will not be a problem within 10 years. .

It can be seen that if the electric vehicle industry wants to become another "high-speed rail" in China, in addition to the strong support of the national policy, it also needs the rapid development of technology and the establishment of a good business model, so as to support the virtuous cycle of the electric vehicle industry.

Technological development is full of thorns

Both the industry and the onlookers know that China's electric vehicle technology is still immature and cannot meet the requirements of industrialization. At present, from the perspective of the world, there are two fatal weaknesses in the development of electric vehicles, one is battery capacity, and the other is heavy weight.

Take the Nissan Leaf listening wind as an example. The weight of the whole vehicle is 1590kg, the weight of the battery is about 200kg, and the battery accounts for 12.6% of the weight of the whole vehicle. When the battery is fully charged, the Leaf can exercise 160km (calculated according to the US LA4 mode). Compared to its prototype Tiida's 1160kg weight, the Leaf's weight is 430kg higher. Assuming an average adult weight of 65kg, the weight difference between the two is equivalent to the weight of 6.6 adults. In other words, the power of the Leaf power is the sum of the weight of a fuel car and the weight of six members. Higher self-weight means lower energy efficiency.

Excessive charging time is another factor that hinders the use of electric vehicles. Limited by current battery technology, the charging time of electric vehicles far exceeds the driver's patience. Take BYD e6 as an example, its charging mode is divided into three levels, the first level is fast charging, the full charge is 80% and takes 15 minutes; the second level is medium speed charging, 100% full requires 1.5 hours; the third level is slow charging 100% is full of 4 hours.

It can be seen that the advancement of electric vehicle technology is still a process full of thorns, and there are still many mountains to cross. At the same time, the country needs to invest heavily in the transformation from scientific research results to engineering.

Business model is a double-edged sword

Due to the constraints of battery technology and consumer attitudes, the electric vehicle industry has not yet formed a good business model. In addition, the lack of supporting facilities such as charging piles, as well as the specific industry standards for electric vehicles, have not yet established the development of the electric vehicle business model. The auto companies have their own policies, which restrict the promotion of electric vehicles.

The problem of unifying the charging port of an electric vehicle is a worldwide problem. It is as difficult as unifying the specifications of mobile phone chargers around the world, and the establishment of such standards is very helpful to promote the standardization and scale of the market and provide a basis for the implementation of commercialization.

Recently, the Ministry of Industry and Information Technology of the People's Republic of China announced three series of recommended national standards (consultation draft), such as "Connecting devices for conductive charging of electric vehicles", and began to publicly solicit opinions.
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This opinion draft has established national standards for electric vehicle charging interfaces, and the national charging facility construction standards are expected to be unified. Analysts believe that the unification of the charging interface allows the business model of electric vehicles to have a wide range of operating conditions. Today, the competition between Chinese and foreign auto companies for business models has become hot.

Guo Konghui, an academician of the Chinese Academy of Engineering, said that the development of electric vehicles is the general trend. Who can seize the strategic high point and grasp the commanding heights of the world automobile industry in the future. Chinese electric vehicles do not actually stand on the same starting line with foreign giants. There are still many homework to be done in order to truly lead the global industrial development direction in this field.

The electric vehicle industry is closely related to automobile manufacturing, power supply and infrastructure improvement. Therefore, the progress of the electric vehicle industry requires a coordinated division of labor and interest distribution among related industries and related enterprises, and a good synergy relationship is formed. At the same time, the government needs to reform and guide relevant fields to form a policy conducive to the development of electric vehicles. , the rule of law, society and public opinion.

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