Source: Taiwan Wangbao Society Review
Tesla's price reduction and storms have intensified. In less than three months, the price reduction is reduced, with an average reduction of 12%, up to 20%, which not only causes the market to criticize, but also causes collective rights to protest.Price reduction is due to the decline in Tesla's sales performance, but the rapid rise of new energy vehicle manufacturers in mainland China, BYD, Xiaopeng, Weilai, ideal, etc. have launched brands and seize the market, which is a key factor.
Luxin Energy Vehicle starts the brand
Take BYD as an example. The latest annual report shows that a total of 1.86 million new energy vehicles were sold in 2022, with an annual growth rate of more than two times, which is 550,000 vehicles higher than Tesla 1.31 million.Last.Tesla's CEO Musk did not deny that the competitiveness of the mainland's new energy vehicles has significantly improved, and has threatened Tesla's market position.According to the latest data from the Mainland Automobile Industry Association, in 2022, the production and sales of new energy vehicles in mainland China reached 7.06 million and 6.89 million, respectively, an increase of 96.9%and 93.4%from 2021, and the market share exceeded 1/4.In addition to BYD, the production and sales capabilities of other mainland new energy vehicle manufacturers are also greatly improved.The new energy vehicle market that has been contending has become an important engine to drive the economic growth of the mainland.
With the improvement of technology research and development and the improvement of process design, the popularity of the brand's new energy vehicle brand has gradually launched, and the export force has also increased.According to statistics, in the first 1122 months, the export of new energy vehicles in the mainland reached 590,000, which was doubled from the same period in 2021.Mainland new energy vehicles are welcomed in Europe, and one of each 10 new energy vehicles is estimated from the mainland.
It can be seen from the hotness of new energy vehicles in the mainland that in recent years, the mainland's active investment in high -tech and strategic emerging fields has hoped to achieve independent technology and domestic technology breakthroughs, and the results are now emerging.The achievements of the production, sales and output of new energy vehicles are only a small part of this link.Behind the entire new energy vehicle production system, there are more details and results worthy of paying attention, and can also witness the improvement of the mainland's independent technology and self -control capabilities.
For example, the key core power battery of new energy vehicles, both in technology and production, the mainland has greatly ahead of the world.SNE Research, a global emerging energy market research institution, pointed out that in 2022, the global electric vehicle power battery market share ranking. Six mainland manufacturers led by Ningde Times ranked among the top 10, with a market share of 56%.And in terms of existing industrial layout and market development concept, this trend will not change in the short term.
If you look at the research and development capabilities further, you can find that the mainland's new energy vehicle manufacturers have a solid technical foundation.According to statistics from the well -known patent retrieval database in the mainland, from December 2021 to November 2022, the number of applications for the invention of the new energy vehicle industry reached 41,359, an increase of 32.6%over the same period of the previous year, and it was also compared with the overall industry.The growth rate is 20%higher.In the invention patent authorization, the trend is the same, with a total of 15,391, an increase of 22.1%over the previous year, which is 8 percentage points higher than the overall industrial growth rate.
Get rid of the liability of the foundry low -gross profit
If compared with the global patent application, as of the end of September 2022, the patent application (including invention and practical new models) of the mainland accounts for 41.2%, ranking first in the world, and the number of Japanese ranked 18.6%, More than double.All these can see the development of the mainland in the new energy vehicle industry, not only rushing to catch up, but also the opportunity to expand the leading advantages.Especially under the pressure of the huge scientific and technological sanctions in the United States, the mainland's new energy vehicle industry can break out, which is even more meaningful.
The Chinese manufacturing model of new energy vehicles has completely got rid of the burdens of the assembly and low gross profit in the past, and moved towards the development design and brand marketing at both ends of the smile curve.This change will not only increase the added value of the overall industry, but also increase the competitiveness of the industry, especially in the face of high competition in European and American car manufacturers.This is why the mainland dares to cancel new energy vehicle subsidies from this year, and accelerate the main reason for changing from policy guidance to market -driven.The core competitiveness of the industry has been formed, and there is no need to hold the government's milk.
This also highlights that the mainland wants to move from a manufacturing country to a manufacturing power. With its confidence, the new energy vehicle industry is a microcosm.However, despite this, it is still necessary to remind that the science and technology are changing with each passing day, and countries have also increased their strength to invest in new energy vehicles. If the mainland wants to maintain its existing leading advantages, you have to think about how to stabilize the current air outlet and even go up to the upper layer.Continue to enhance the core competitiveness of mainland new energy vehicles.This is not only the development of a single industry, but also about the future of the overall scientific and technological innovation of the mainland.
