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New Energy Vehicle Whole Car Model Customized Training Model Original Finished Vehicle

Nov 12, 2021

With the determination of carbon peak and carbon neutral targets, my country has made the development of new energy vehicles the focus of promoting energy conservation and emission reduction. Many companies are vying to deploy new energy vehicles and related industries, and new energy vehicles have also become a popular concept that detonates the capital market.

A few days ago, Baidu announced that it had joined the vehicle manufacturing industry. Afterwards, its stock price rose sharply and its market value returned to US$80 billion. Jiangsu Lake New Energy Technology Co., Ltd. was established this month with a registered capital of 400 million yuan. Parts and accessories manufacturing, etc.

   At the same time, Weilai Automobile released 150kWh solid-state batteries, and GAC Group (601238) successively released "black technology" graphene-based super fast charging batteries. Earlier, Tesla also announced that it plans to invest 42 million yuan in the production of electric vehicle charging piles in a new factory near the Shanghai Super Factory in 2021. The new factory is expected to be completed in February this year and will produce 10,000 charging piles every year... 

In the past six years, my country's new energy vehicle production and sales have consistently ranked first in the world. Gao Feng, spokesperson of the Ministry of Commerce, recently introduced that the production and sales of new energy vehicles in 2020 will hit a record high, and the decline in production and sales will be narrowed to less than 2%.

   Specifically, the data released by the China Automobile Association shows that in 2020, the total production and sales of new energy vehicles in my country will be 1.366 million and 1.367 million, respectively, a cumulative year-on-year increase of 7.5% and 10.9%. Since 2001, the Ministry of Science and Technology has established a major scientific and technological project for electric vehicles, establishing the “three verticals” of pure electric vehicles, hybrid vehicles, and fuel cell vehicle technologies, and the “three horizontals” of batteries, motors, and electronic control. The overall R&D layout of vertical, three horizontal". In recent years, due to the prolonged period of preferential policies for the purchase of new energy vehicles, new energy vehicles have gradually entered the fast lane of development from less than 10,000 vehicles in the initial annual sales to over one million vehicles.

In addition, in November last year, the General Office of the State Council issued the "New Energy Vehicle Industry Development Plan (2021-2035)" (hereinafter referred to as the "Plan"), which plans to realize that pure electric vehicles will become the mainstream of new sales vehicles in 2035. It also stipulates that from 2021 , The national ecological civilization pilot zone, the key area of air pollution prevention and control newly added or updated public domain vehicles such as public transportation, rental, logistics and distribution, and the proportion of new energy vehicles was not less than 80%. It can be seen that the future growth of new energy vehicles will be very impressive.

   According to the China Association of Automobile Manufacturers (hereinafter referred to as the China Automobile Association), new energy vehicles will continue to experience high growth, with sales of 1.8 million vehicles expected in 2021.

Recently, the Enterprise Chacha Big Data Research Institute released the "New Energy Vehicle Investment and Financing Data Report in the Last Ten Years" (hereinafter referred to as the report). The report shows that as of early 2021, my country’s existing/existing "new energy vehicle" related companies have 227,000, and the number of new registrations reached 76,000 in 2020, a year-on-year increase of 85.4%.

The report also reveals the changes in new energy vehicles and related industries in recent years from the number and amount of publicly disclosed investment and financing events.

   In the past 10 years, there have been 897 new energy vehicle brand investment and financing incidents, with a disclosed investment and financing amount of 384.11 billion yuan. In terms of the amount of financing, Weilai Automobile and Xiaopeng Automobile respectively ranked first in financing for new energy vehicle brands with 13 financing events; from the perspective of total financing, Weilai Automobile took the lead with 32.78 billion yuan, FaradayFuture (Faraday Future) It ranked second with 30.96 billion yuan, and BAIC Blue Valley ranked third with 26.99 billion yuan. In addition, Ningde Times, Weimar Automobiles, Xiaopeng Automobiles, Ideal Automobiles, etc. are shortlisted in the TOP10.

Looking at 2020 alone, many well-known brands have received large amounts of financing. Among them, Weilai Auto has the most substantial financing. A total of 5 financing events have been conducted. Tencent's investment of 10 million US dollars has become the most interesting due to the large amount Together. In addition, Xiaopeng Motors, Nezha Motors, Zhiji Motors, Tianji Motors, Evergrande National Energy and other new energy vehicle R&D and manufacturers have raised financing amounts of more than 100 million yuan.

   In addition to automobile developers, related component sellers, charging pile manufacturers, and comprehensive service providers have also received capital blessings in 2020, and the amount of financing is also 100 million yuan. Taking the power battery industry as an example, CATL ranks third with 12 financings.

The growth of automobile sales can also be seen from the increase in financing amount of related enterprises. The report shows that in 2020, the amount of financing for new energy automobile brands has risen by 159.4% year-on-year, reaching 129.21 billion yuan. This is the first time the financing amount has exceeded the 100 billion mark in the past decade.

  Car industry will achieve carbon peak two years ahead of schedule

Still need to strengthen basic research and cutting-edge technological innovation

According to the analysis of the report, from the perspective of financing trends in the past decade, my country’s new energy vehicle brand pattern has been initially established. Brands such as Weilai Automobile, Xiaopeng Automobile, BAIC Blue Valley, Ideal Automobile, CATL and other brands have emerged with their strong strength. The "head effect" appeared, attracting a steady stream of capital to enter the market to raise money. In 2020, the new energy vehicle track will usher in a counterattack in the "dilemma", and the competition in this market will become more intense in the future.

   Ministry of Industry and Information Technology Minister Xiao Yaqing recently stated that during the "14th Five-Year Plan" period, the Ministry of Industry and Information Technology will continue to promote the development of my country's new energy automobile industry. In the future, we will formulate a roadmap for the implementation of the automobile industry around the goal of carbon peaking and carbon neutrality, strengthen the innovation of vehicle integration technology, promote the parallel development of electrification, interconnection, and intelligence. At the same time, through the formulation of supporting laws and regulations, improving the recycling system, Issue relevant standards, etc., to promote the recycling of power batteries for new energy vehicles.

   In terms of my country's goal of achieving carbon peak by 2030, the "China Automobile Industry Development Report (2020)" stated that the automobile industry will achieve the carbon peak target by 2028 two years in advance.

At the high-level forum of the China Electric Vehicles Forum (2021) held recently, the Minister of Science and Technology Wang Zhigang pointed out that through the joint action of policy guidance, market leadership, and technology advancement, my country has gradually formed a number of world-class technological achievements. A group of new energy automobile companies with international competitiveness has been established, and the world's most complete new energy automobile industry chain has been established.

   However, the current development of new energy vehicles in China also has problems such as obvious shortcomings in key core technologies. Wang Zhigang said, “To strengthen basic research and cutting-edge technological innovation of new energy vehicles, we must place a more prominent position in achieving breakthroughs from 0 to 1”.