In June 1st, China electric car industry ushered in two joint ventures: JAC and Volkswagen joint venture was established formally signed the new energy automobile production; at the same time, Daimler Benz announced investment in new energy beiqi.
A message, Shuabing countless. It seems that the electric car industry will usher in a round of joint venture tide.
Why do domestic car enterprises choose joint ventures? Why should foreign car enterprises invest? What impact will the new round of joint ventures bring to the domestic electric car industry?
In my opinion, the domestic car enterprises choose joint ventures for two reasons only.
First, the technology is not strong enough.
Many domestic experts have said that in the field of electric vehicles, we are in a starting line with foreign countries, you can achieve overtaking corners, but in fact this is far from the case.
Remember the last century at the end of 90s, I went to the special two companies, a Mercedes Benz, when they took me to visit Einstein in the hometown of Ulm Benz a cutting-edge technology research and development center, showing me the electric vehicle technology and intelligent driving the car, let me open horizon.
And one is TOYOTA. 18 years ago, I was driving a TOYOTA driverless car in a particular area in Tokyo. After returning home, I took an electric car test in Guangdong, Nanaodao.
Over the years, while we were debating the technical roadmap for new energy vehicles, foreign auto giants have been stifling, waiting for commercial opportunities to come. May be in the battery, motor, electronic control and other specific areas, or in a field of Internet applications, and in some places they Chinese synchronous or more advantages, but in general, in the electric vehicle technology, enterprises with foreign car prices China car still has a large gap in comparison.
Another reason is that the brand is not hard enough.
Electric vehicle market now has a lot of change from the traditional automobile power system and come, but overall brand is weak; there will be some pure electric car company launched a new brand may be the next two years, but suddenly came out of the brand people (603883) think.
That's a big problem. For example, my company some time ago in Beijing to shake a number of new energy vehicles, ready to buy a 2289 yuan like electric vehicle type. But pick and choose, there is no favorite. Either partial low, pick people Nabuchushou; or like Tesla, too expensive, a little uneconomical.
And foreign car enterprises now choose to invest in three reasons.
First, the market gradually mature. China electric vehicle market in the government's urging, is ripening. The government has two hands: one is subsidies, the other is not limited to purchase, not limited to the line. This is a foreign government deficits, especially after the move, sometimes more effective than before. Foreign car prices painstakingly prepared technical reserves, finally waiting for a large-scale commercial opportunities.
Two supporting systems gradually formed. On the one hand, after the surging investment in recent years, suppliers have formed a system; on the other hand, the use of charging pile based system is under the impetus of the government is gradually improving.
Three is the shortening of the production cycle. Whether Jianghuai or Beiqi new energy, not only have new energy vehicles production license, and has a certain foundation in the market. Foreign car companies to cooperate with, not from scratch, so we can seize market opportunities at top speed.
Objectively speaking, compared with the traditional fuel automobile joint venture, China has more confidence in this round of joint ventures of new energy vehicles. In the production of cars, we are no brand, no technology, no management experience, and now the production of new energy vehicles, are basically not a joint venture, can also step by step forward; a joint venture can do faster and better.
Of course, a new round of joint venture will accelerate the domestic electric car industry reshuffle. Now the various companies to enter the electric vehicle, in addition to choosing a joint venture, an estimated 90% will be out. The Internet repairer companies could eventually, leaving only a few, mostly without core technology and abundant capital support, will vanish.
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