Energy has become a trend

Judging from abroad, new energy vehicles probably have several characteristics: the first is a hybrid enterprise began large-scale industrialization; second plug-in hybrid cars and more attention; Third, pure electric vehicles began to enter the market, and a rapid growth trend. In the choice of the development of new energy vehicles, the Japanese-round lead in the hybrid, such as Toyota's hybrid to focus on aspects; Nissan main pure electric vehicles; while in the U.S., is also the simultaneous development of several vehicles, Volkswagen main clean engine technology, the development of electric vehicles as the company's ultimate goal; Universal selected take-all: from internal combustion engines to hybrid, then hydrogen fuel, everything.

Sino-US differences exist huge potential for development

China and the United States has a significant difference, America's new energy vehicles, internal motivation and willingness to be higher. And China's new energy vehicles more coerced and asylum policy is under development. One is driven by internal forces, the other is externally driven.

But the Chinese market, there is still a great space for development and growth potential.

The rapid development of today's China, the rapid motorization, energy conservation needs urgent. New energy vehicles can effectively reduce China's dependence on imported oil, enhance national energy security and to achieve emission reduction commitments to the international community.

China in the world's major car producing countries, in the traditional automotive sector sunk investment is the least, so historical burden is light, the development of pure electric vehicles is to achieve turn to overtake, the best way to leapfrog development.

In the battery field, China and the world advanced level gap is relatively small. Moreover, an important raw material in the battery - lithium and rare earths, China has the resources, you can get rid of dependence on imported raw materials.

Multivariate constraints electric car industry

China's current development of electric vehicles exist six major constraints: the new energy vehicle development paths unknown; battery technology constraints, mainly endurance and a charging time of issue; customer spending habits; battery manufacturing costly; inadequate infrastructure facilities; policy support is not clear .

Two fundamental constraint factor is: the development path is not clear, and customer spending habits difficult to change. If the industry development path is not clear, it means that firms, governments and other stakeholders, and consumers make decisions when faced with great uncertainty, a direct impact on costs, inadequate infrastructure and the presence of government subsidies and other issues;

The consumption habits of the two core endurance and refueling mode problem in Beijing this mega city, 200 kilometers below the endurance is not acceptable, and wait for about 9 hours of charging is completed, "Come on," is associated with automobile consumption is completely contrary to the direction.

Business model to build four elements

Pure electric car is the future of new energy vehicles a key development direction, but now, the factors restricting the development of electric cars is still a lot. Electric vehicle industry is the key to profitable commercial compounds innovation, rather than a product innovation. Should be first in customer demand for technically heavy, do not waste energy in the wrong direction fast charge, but on innovative ideas that will shift the focus of development on standardized rapid disassembly; Meanwhile, the battery charging combined with intelligent power grid to achieve a low-carbon economy concept.

Second, given the high cost of the battery, so if large-scale promotion, should the battery from the cost of electric vehicles separated, and the use of securitization and other financial innovations means for large-scale promotion of electric vehicles to provide financing power;

Third, the use of conventional vehicles to carbon taxes for electric vehicles more sources of financial subsidies to the electric vehicle battery manufacturers or operators and users of electric vehicles to provide financial subsidies, and try to use market-oriented segments to seek market balance.

Fourth, the future of electric vehicles to the core of the new energy vehicles format should include the government, the electric car manufacturers, battery manufacturers, battery carriers, battery holders and consumers of an overall business environment. And try to use market instruments to seek the industry's healthy development.