New Energy Transformation
New Energy Transformation
With the accelerated adjustment of China's industrial structure and the new stage of urbanization, local government urban investment, trading investment, production investment and other enterprises are facing strong demand for new business development, eager for industrial transformation, and realize the industrialization, materialization, specialization and branding of enterprises.
At the same time, under the background of "double carbon", the new energy industry has rapidly become a hot spot for development, ushering in explosive growth, and becoming the main trend and direction of the development of green economy in the future. From the current point of view, we are in the fourth industrial revolution-the era of sustainable green energy.
We can see that in 2023, the car market sales exceeded 30 million for the first time, and we will have more imagination and thinking about 2024. Whether our new energy penetration rate can reach more than 40% this year. In addition, we can also see that the government's support for the development of new energy enterprises, the continuous decline of automobile costs, the continuous optimization of the consumption environment, and the steady improvement of technical capabilities have all played a great role in the development of our current industry.
From 41.2 percent in 2021 to 55.1 percent in 2024, we can see that the share of independent brands continues to grow; they are gradually becoming the mainstay of auto brands, and the competitive landscape of the industry is entering a period of reshaping. Sales figures for January-May 2024 have already exceeded 60% and are likely to continue at this constant level in the future.
The reason why the iteration of automobile consumption is so fast, mainly because the automobile consumption demand promoter car enterprises to accelerate the replacement. At the same time, it can also be found that Americans and Chinese people are very different in the concept of car purchase. In China, the demands of intelligence, endurance and performance are relatively consistent.
In addition, we can see that in the industry, the field of smart cars is also undergoing earth-shaking changes: from a single point of intelligence to the development of the integrated domain.
the earliest time in two years ago, we may be talking about the development of chassis domain, body domain and power domain. However, in the 2.0 era, we found that after 2023, we have entered the state of cross-domain fusion. This cross-domain fusion is not the cross-domain fusion of all domains, but may only be the chassis domain and the smart driving domain.
Maybe a five-domain fusion or a local three-domain fusion, which is a state of 3.0 mixing. Therefore, in the case of the development of domain control trend, the architecture of the whole vehicle may also be redefined, because domain control will also have great adjustments in the use of wiring harness, various sensors, and various semiconductors.
Commercial vehicles is also imminent. The penetration rate of new energy commercial vehicles from January to April this year is 10%, which is far lower than the proportion of passenger cars. It is very important that the high proportion of commercial vehicles is batteries, but in theory, batteries should be linked to mileage for commercial vehicle users, so commercial vehicles will be more efficient in terms of new energy in the mode of power exchange.
Of course, in the new energy independent brand in the foreign market is also like a broken bamboo, and gradually seize the global automobile voice. In 2024, it is predicted that the export of new energy vehicles will account for 30% of the proportion of vehicle shipments, and 2024-2025 will be the peak period for overseas production capacity.
Photo Source: He Yuhua, Founding Partner of Gao Capital-The 16th China Automotive Blue Book Forum "Investment Conception of the Automotive Industry in the Era of Energy Transition"
