How can a car company bet on an electric car?

As an emerging technology, electric vehicles may bring more opportunities to the Chinese automotive industry. However, in the technical roadmap, the current ministries have not yet reached a consensus.

While the Ministry of Science and Technology clarifies the technical roadmap for pure electric vehicles, the introduction of the "Energy Conservation and New Energy Vehicle Industry Development Plan (2011-2022)", led by the Ministry of Industry and Information Technology, has been delayed. It may not be revealed until the end of the year. According to informed sources, the value of the financial subsidies for energy-saving and new-energy vehicles worth 100 billion yuan and its clear direction are inaccurate.

According to industry analysts, the details of the "planning" of the Ministry of Industry and Information Technology that was previously exposed not only caused troubles in the flow of financial subsidies, but more importantly, the technical path embodied in it reflected the competition for resources from different manufacturers, and the country was trying to foster independent innovation. Foster independent brands of new energy vehicles.

In fact, behind the investment boom in China's wind power, photovoltaic, LED lighting and other technologies, it is the dependency of core technology and equipment on imports. Behind the “market-for-technology” is the strict sealing of foreign technology on core technologies.

Analysts pointed out that in order to enhance the country’s technological competitiveness, China has made independent innovation a national development strategy. Therefore, the innovative path should also become the main choice for the development of the electric vehicle industry. This is also supported by the Ministry of Science and Technology, which supports the direct development of pure electric vehicles. In order to achieve the "turning overtaking" behind the logic.

Supporters of "hybrid vehicles" as a transitional path believe that in the case of a market that is not yet mature, they cannot cross over the necessary technological stage.

The existence of disputes on the road map has caused companies to worry about their choice of technology development priorities and hesitates. As for the development of technology-related industries related to enterprises, the three paths of independent research and development, market-for-technology, and imported parts procurement and integration also have their own markets.

Analysts pointed out that the long-term perspective of an independent R&D path will help companies master core technologies and improve their competitiveness. However, large investments and long profit cycles reduce the willingness of companies to choose innovative paths; the path of technology import-digestion-absorption is also Can help companies to grasp some of the key technologies, but companies often re-introduced, light digestion and absorption; procurement of imported parts for simple assembly and production of electric vehicles, the path is difficult to make companies obtain long-term competitiveness, but some companies tend to choose this path to achieve rapid Recover costs and capture market goals.

Domestic car companies are waiting in the middle of the country, but old veteran car companies have already seized the patented technology and market share of electric vehicles.

It is a problem to be solved for the Chinese industry because it is a matter of “changing the market for technology” or taking the opportunity to independently realize “turning overtaking”.