"The wind and rain is coming" The new forces of R & D are faced with danger of falling behind

On October 17th, the average fuel consumption of passenger car companies and the New Energy Automobile Points Management Publicity Conference were held in Beijing as scheduled. The formal implementation of the dual-point system, further structure and improvement, determined the market players and established a trading platform.

The formal implementation of the dual-point system means that the development of China's automobile electricization enters the second stage, and at the same time, the industry will be transformed from a policy-driven to a market-driven one. At the same time, the double-point penalty mechanism also encourages multinational car companies and traditional car companies to fully participate in the new energy vehicle market, and a more fierce market competition environment. On the one hand, it will help promote the entire industry to become bigger and stronger; at the same time, it may also rewrite existing ones. Industrial pattern.

After all, from the cumulative sales of new energy models in 2017, the current sales of pure electric vehicles come from A0 and A00 products. The key to victory for small and micro electric vehicles is cost, while the technical threshold is relatively low and the market is highly substitutable. In general, compared with the traditional car companies and multinational car companies that are about to enter the market, new energy car companies do not have a competitive advantage.

Judging from the overall enterprise strength and market accumulation, it is inferior to the traditional car companies; in terms of brand influence and technical level, it is inferior to multinational car companies. The new energy car companies are still doing so, and it is even worse for most new car makers that do not yet have car building qualifications and vehicles have not yet been mass-produced. In the face of the emergence of joint ventures of new energy car companies and the influx of traditional car companies, running against time and taking out a product as soon as possible has become an impending issue for most emerging car companies.

Because on the one hand can grab the transition period before the EV market by 2020, occupy a certain market share; on the other hand, it will also help improve the company’s market awareness and build brand influence as soon as possible. Therefore, at present, the new automobile enterprises have entered the rapid deployment phase of accelerating the production of qualified products regardless of whether they have qualifications or not.

To capture the progress, on September 29, Xiaopeng Automobile and the wholly owned subsidiary of Haima Motors signed a cooperative manufacturing framework agreement, which will apply for production and manufacturing through the Haima Automobile's product list of the Ministry of Industry and Information Technology; Weilai Automobile has already established a similar relationship with Jianghuai. The cooperation model not only solves production qualifications, but also accumulates experience in building cars and accelerates product landing. Last week, the Xiaopeng car IDENTY X produced by the hippocampus foundry went into mass production. Xiaopeng car began to enter the market promotion stage.

The Kaiyun and the car and home have chosen to enter the market from the low-speed car. Currently, there are products available. The car and the home's low-speed car refer to the European L6e standard for product design, and will promote the product to the United States and Europe for the time-share leasing business. At the same time, during the National Day, Car and Home announced that its supporting lithium battery pack plant - Changzhou Chezhi Wing Power Technology Co., Ltd. was formally put into production. For the Tesla model, 18650 cylindrical batteries and its own PACK were developed.

In addition, Weilai Auto, Prosperous Auto, Qidui Automobile, Car and Home, Kaiyun Automobile and Weimar Automobile also announced new car listing plans, which will continue to accelerate the landing of production models and avoid the increasingly fierce market competition. Left behind."

According to the progress of the construction time of general automobile factories, it will take at least one and a half years from the leveling of the land to the erection of the plant to the commissioning of the equipment, and finally to the start of mass production. Therefore, from 2019 to 2020, it will be a joint-venture vehicle company and The traditional car companies are fully involved in the electric vehicle market. No matter which party forces they look at, emerging car companies are undoubtedly weak, and it is all the more important to seize the opportunities.