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Capital has entered the market, and new energy vehicles have become the hottest track

日期: 2021-11-11
浏览次数: 1

Judging from the current pattern, the giants who have entered new energy vehicles on a large scale probably have several characteristics: the first is ICT giants, which mainly aim at the intelligence of new energy vehicles, such as Huawei and 360. Their advantage is the background cloud service with powerful technology; The second is the real estate enterprises with strong financial strength. Their advantage is money and sales channels all over the country; The third is Pan technology enterprises, such as smart home appliance enterprises such as Xiaomi. Their advantage lies in the layout of first mover smart home appliances.


In fact, for example, new energy vehicles have been completely mass consumer goods, instead of relying on a single traditional sales channel. In the past, traditional vehicles were mainly sold by 4S stores, but now energy vehicles are taking the road of high-end consumer goods. Almost all brand new energy vehicles have set up display platforms in well-known stores.


The distinctive market positioning makes new energy vehicles the most prosperous track at present, which can not only increase the output value of enterprises, but also become a new entrance to the future Internet era. The national passenger car market analysis data in October released by the passenger Federation shows that the retail sales of new energy passenger cars reached 321000 in October, with a year-on-year increase of 141.1%, while the total retail sales of narrow passenger car market in October was 1717000.


The retail data penetration of new energy vehicles in October has reached 18.8%, 13% from January to October, and only 5.8% in 2020. It is not difficult to see from this set of data that new energy vehicles are currently in a momentum of rapid growth. From January to October, the retail sales of new energy vehicles were 2.319 million, a year-on-year increase of 191.9%.


This growth rate exceeded market expectations. According to the planning of relevant departments, the sales volume of new energy vehicles should reach about 20% of the total sales volume of new vehicles by 2025, which may be achieved this year and next. Among them, pure electric vehicles account for about 4.32%.


According to the realization path of 'carbon peak' and 'carbon neutralization', the penetration rate of pure electric vehicles in the overall vehicle is expected to exceed 70% by 2060, and this goal may also be achieved ahead of schedule. In fact, this is the real reason why all leaders have joined the new energy vehicle track. The industry prospect is optimistic and the market capacity is large enough to attract business giants such as ICT and real estate.


However, there are still many calm voices in the market. After all, there are still many disadvantages in cross-border car making, and there have been many cross-border failure cases before. Now we all see Ningde and Huawei's enthusiasm for new energy vehicles, but there are also 'front waves' such as youth and Zhongtai, which rise and fall on the road of car building. This is a capital, technology and talent intensive industry, and the control of the whole industrial chain is very strong.


It is far from a problem that can be solved by a few batteries, four tires and a few sofas. LETV, which was at its peak in those years, also wanted to expand from the field of household appliances to new energy vehicles, but the bragging never came true.


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