Introduction: In recent years, many local governments around the world have mentioned climate change as a state of emergency. The transportation industry accounts for nearly 30% of energy demand, and there is a lot of pressure on emission reduction. Therefore, many governments have formulated policies to support the use of electric vehicles.
In addition to policies and regulations that support the electric vehicle revolution, technological advancements are also driving the development of clean, green transportation. The changes brought by electric vehicles to the automotive industry are not only changes in power sources, but also a revolution in the entire industrial chain. It has broken the industry barriers woven by the giants of the western automobile industry formed over the past century, and the new product form has triggered the reshaping of the new supply chain structure, enabling Chinese manufacturers to break the monopoly of the past and enter the global supply chain system.
From the perspective of the market competition pattern, all financial subsidies will be withdrawn in 2022, all car companies will be at the same policy starting line, and the competition among car companies is bound to become more intense. After the subsidy is withdrawn, newly launched models will also appear, especially foreign brands. From 2022 to 2025, China’s new energy vehicles market will enter a stage where a large number of new models and new brands emerge. Product standardization and industrial modularization can reduce production cycles and costs, and improve production efficiency, which is the only way for economies of scale and the automotive industry. Gasoline and diesel vehicles will be phased out in the next 10-15 years. At present, China ranks first in the world in terms of new energy electric vehicle technology and sales.
In the past two years, the global sales of electric vehicles has increased significantly, and many car companies have stated that they will realize that all their vehicles will be electric vehicles from 2025 to 2030. Various countries have introduced a number of subsidy policies and measures to achieve emission reduction commitments to vigorously support the electrification of vehicles. In addition to passenger cars, the demand and development of electric commercial vehicles are also increasing, and established automakers are emerging, relying on past manufacturing and design competitiveness to transform in the electric vehicle field.
The impact of the new crown epidemic has brought new changes to the previously stable supply system of developed countries, bringing international expansion opportunities to Chinese parts and components companies. In addition, in recent years, the intelligentization, automation and new energy of the automotive industry have become the general trend of the market. my country’s parts and components companies have continued to increase their investment, and have made significant progress in production scale and research and development capabilities. It is expected to occupy the domestic parts market supply. , and further become a globally competitive enterprise.
However, China’s auto parts industry chain still has multiple problems such as lack of key technologies and insufficient anti-risk capabilities. To solve these problems, enterprises need to do a good job in strategic market layout, strengthen their core competitiveness and increase research and development efforts, and the supply of overseas parts is tightened. Under the background of this, we should seize the opportunity of domestic substitution and increase the influence and coverage of domestic independent brands. Only in this way can we greatly reduce the impact on the parts industry in the face of similar global crises in the future and provide sufficient supply to the market. product supply and maintain a basic level of profitability. The lack of cores in the international market has also accelerated the substitution of domestic chips and the increase in the production capacity of domestic independent brand automobile chips.
Electric vehicles manufactured by Chinese enterprises also occupy a certain market share in Europe. my country occupies the first echelon of electric vehicle technology and sales in the world. In the future, after the electric vehicle industry has more infrastructure support and user transformation, sales will further increase. A substantial increase. Although my country cannot compete with Germany, the United States and Japan in the era of gasoline and diesel engines, in the field of new energy electric vehicles, some car companies have already entered the European Auto Show. stronger competitiveness.
The theme of change in the automotive industry over the past decade has been electrification. In the next stage, the theme of change will be intelligence based on electrification. The popularity of electrification is driven by intelligence. Pure electric vehicles will not become a selling point in the market. Only smarter vehicles will be the focus of market competition. On the other hand, only electric vehicles can fully embed intelligent technology, and the best carrier of intelligent technology is an electrified platform. Therefore, on the basis of electrification, intelligence will be accelerated, and “two modernizations” will be formally integrated in automobiles. Decarbonization is the first big challenge facing the automotive supply chain. Under the global carbon neutrality vision, almost all OEMs and parts and components industries pay close attention to and rely on the transformation of the supply chain. How to achieve green, low-carbon or net-zero emissions in the supply chain is a problem that must be solved by enterprises.
Post time: Oct-14-2022