Electric vehicle leap forward? Global sales of the top ten car companies, China accounted for four

Since the emergence of the term “new energy vehicles”, new energy vehicles have always been the key projects supported by our country. It seems that new energy vehicles will one day become China's five new inventions with high-speed rail, Alipay, shared bicycles and online shopping. The newly released "Global New Energy Passenger Vehicle Sales from January to August 2017" is an outstanding report card for China's new energy vehicles. Maybe? Let us first look at it again.

(Source Electric Vehicle Resource Network)

In the sales of new energy vehicles in August, 6 of the top 10 models were self-owned brands, of which Beiqi EC Series, Zhidou D2, and BYD Song DM occupied the top three positions. In January-August global sales, the first three models were veterans of new energy vehicles due to the sluggish sales in the first half of the year. Toyota Prius sold 35,109 units in January-August, ranking first; Nissan Leaf sold 33,455 units, ranking second; Tesla Model S ranked third, accumulating 31,630 units from January to August. . The 4th to 10th new energy passenger cars are Beiqi EC Series (28733), Tesla Model X (27528), Zhidou D2 (27507), Renault Zoe (21859), and BMW. I3 (20531), Chevrolet Volt (17444), and BYD Song DM (16,101).

In January-August 2017, global sales of new energy vehicles ranked first in the top ten: Tesla (59263 units), BYD (57288 units), BMW (55683 units), and Beiqi (44,227 units). Nissan (36728), Chevrolet (35162), Toyota (32162), Zhidou (27532), Renault (26519), and Volkswagen (23226). Among them, there are three independent brands, and it is a gratifying thing to see from the data alone. The facts are not that simple. Under the high sea level, this is a dangerous new energy hazard in China.

The reason why autonomous new energy vehicles have such high sales volume seems to be nothing more than the following two points:

1. Turn new energy models into new ones

For cities such as Beijing and Shanghai, where automobile licenses are unusually scarce, the policy of free licenses for new energy vehicles has become a demand for consumers in these cities. After the vehicle owner's revival after a year and a half was unsuccessful, new energy vehicles became their only hope. The relatively independent civilian brands, certainly occupy the vast majority of the market.

2. Various government subsidies for new energy vehicles

Not only subsidies for manufacturers of new energy vehicles, but also subsidies for leasing companies using new energy vehicles. Zhidou D2 is the representative of this kind. In March of this year, there was a one-ten-year renting experience for known beans. Time-share leasing companies also digested new energy vehicles in large numbers, contributing to sales growth.

In fact, we can also sum up these two points. The country has changed the market through strong policies. In the case of independent new energy automotive products that are out of reach of foreign brands, the development of new energy has been promoted. No, it is exactly the sales of new energy vehicles. This point undoubtedly reminds me of the era of the Great Leap Forward. People were selling iron only for the sake of increasing production data, and they never solved the fundamental problem. The same is true of current new energy vehicles. There are still many problems behind high sales.

1. The development of the industrial chain is not perfect

The output of new energy vehicles is gradually expanding, while downstream processes such as upstream energy and battery recycling have not kept pace with the development. There are many electric vehicles, and electricity consumption is naturally increasing rapidly. In China's power generation energy structure, petrochemical energy accounts for about 70%, and non-petrochemical energy such as renewable energy accounts for about 30%. At present, electric vehicles can only play a 30% zero emission. Secondly, downstream industries such as battery recycling have not kept up with the speed of upstream development. Once supply exceeds demand, the quality of battery recycling will be reduced, and the probability of battery contamination will increase.

2. Many of the consumer's new needs are still not resolved

Maybe the country can solve the issue of licenses, but it can't solve problems such as mileage, quality of work, cost of car, and durability. And this is only for individual consumers, if it is a commercial consumer group? Their requirements are even higher. Why are many diesel trucks still on the highway nowadays, because they are low in price and low in cost, and they can also solve the undue mileage and power of new energy vehicles? (In fact, there are many new energy trucks in China, but none are widely accepted.) Do not forget that commercial vehicles do not emit less than passenger vehicles.

3. There is a certain distance between new energy vehicles and real marketization

As mentioned above, new energy vehicles have gradually become just needed, and the recent “China will ban the sale of pure fuel vehicles” also shows this trend. Under such a big trend, will domestic independent brands still develop technology? Anyway, you can only sell new energy vehicles later. If you don't buy them, you can only buy them at high prices. And car companies still have subsidies, no money earned. If car companies are raised by the state in the future, will this attitude be used to develop technology? And has the country been subsidizing so much?

Full realization of zero emissions is a great task and a difficult task. It is not possible to accomplish it all in one move and one step in the sky. The “Great Leap Forward” should not appear. The improvement of the industrial chain, the just-neededness of consumers, and benign market competition are issues that lie ahead of us. I believe that new energy vehicles will certainly replace traditional fuel vehicles. It seems that the “top 10 sales of electric vehicles in the world and China’s share of five” come early.