China’s two wheel green travel industry has broad prospects, and two wheel electric vehicles are accelerating to usher in the wave of intelligent change. Experts believe that the intelligent development of two wheeled electric vehicles is an irreversible trend, the digital transformation of electric vehicle industry chain is imminent, and intelligent power exchange will also become a new outlet.
development trend of intelligent two wheeled electric vehicle
With the promotion of the new national standard, sharing economy and industrial upgrading, China’s two wheeled electric vehicle industry has ushered in rapid development in recent years. At present, China’s two wheeled electric vehicle market has more than 300 million vehicles, and the market scale has reached the first in the world.
Zheng Xiaoling, director of the industry development department of China Bicycle Association, said at the “2021 China two wheel travel industry summit forum” recently that 2021 is the beginning year of China’s carbon peak and carbon neutralization strategic goals. Bicycles, electric bicycles and other two wheel vehicles naturally have the characteristics and advantages of convenient travel and low-carbon emission reduction. In the first 10 months of this year, the income of Enterprises above industrial scale increased by 22.4% year-on-year and the profit increased by 36.8%. The green travel industry has broad prospects.
“We also hope that you can pay high attention to helping the dual carbon goal and build a low-carbon circular development system.” Zheng Xiaoling said that the two wheeled electric vehicle industry should accelerate the formation of an industrial structure, product structure and production mode that meet the requirements of resource conservation and environmental protection, and accelerate the breakthrough and application of environmental protection, energy conservation, safety and information technology; We should focus on the development trend of electrification, intelligence and networking of the two rounds of travel industry, and accelerate the realization of clean energy driven, intelligent networking and human-computer interaction.
With the rapid rise of the two wheeled electric vehicle market, many Internet enterprises also began to enter the two wheeled electric vehicle industry. Hello travel officially entered its own brand electric vehicle business in July 2020, becoming a new pole of two wheeled vehicle manufacturing. Recently, hello electric vehicle announced the launch of its intelligent electric vehicle me70, which represents a new species of electric vehicles, in Shanghai, boosting the two wheeled electric vehicle industry into the intelligent era.
Hello travel CEO Li Kaizhu said that compared with white appliances such as air conditioners, electric vehicles still have problems of low competition quality and low product innovation. Through digital transformation and digital transformation, the two wheeled electric vehicle industry will have a good upgrading window. At present, the price war in the two wheel electric vehicle industry is becoming more and more impractical. Mainstream enterprises are aware that products must evolve to high quality, and intelligent development will be an irreversible trend. Since the launch of electric vehicles, the annual sales volume of Hello has exceeded 600000. Most users choose hello because of intelligent functions.
2021 is considered to be the first year of intelligence in the two wheeled electric vehicle industry. Chi Xingde, head of Hello electric vehicle Commodity Center, said that intellectualization is an upsurge that the industry must face and will also be the second curve to improve the product power of the industry. “Whoever can take the lead in making a breakthrough in intellectualization can open the gap with the overall industry in products.”
Yadi, Emma, tailing and other traditional electric vehicle brands are also increasing their intelligent layout. Zhuang Qing, deputy general manager of the new business department of Taiwan bell, said that the expansion of intelligence in the two wheeled electric vehicle industry needs to meet two points: first, meet the market demand. According to the statistics of the first financial business data center, at present, 55% of people use intelligence as the search basis when buying electric vehicles; Second, intelligence is an industrial upgrading of the industry. Now the two wheeled electric vehicle industry is seriously involuted and homogenized. Blindly fighting a price war is not cost-effective for all enterprises.
digital transformation of industrial chain is imperative
With the intelligent development of two wheeled electric vehicles, the digital transformation of the industrial chain is indispensable. In Li Kaizhu’s view, the digital transformation of the two wheeled electric vehicle industry chain is imminent. The digital transformation of industrial chain involves many aspects, including intelligent planning, digital design, digital manufacturing and intelligent performance. In the field of two wheeled electric vehicles, hello has accumulated a large number of users, technical strength and ecological synergy by cutting into the C-end, hoping to drive the whole chain change of the electric vehicle industry from product intelligent planning, digital production, product delivery and after-sales.
Li Kaizhu believes that the traditional two wheeled electric vehicle is only a pure travel tool. Now it has become an intelligent mobile terminal in the intelligent situation, with strong user interaction and connection capabilities. Electric vehicle is not only a car, but also a channel for manufacturers to connect users, serve users and interact with users.
With the entry of independent brand car manufacturing, there are nearly 500 cooperative manufacturers in the Hello supply chain. In order to improve the ecology, hello travel will launch the first industrial investment fund in the field of two rounds of travel in China, with a total scale of 3 billion yuan, focusing on new materials and new ecological technology enterprises in the two rounds of upstream supply chain, such as alot, semiconductor, new materials, three electricity system, energy storage and energy ladder utilization, energy conservation and environmental protection.
Ren Lingyuan, head of Hello travel investment and enterprise development department, said that as the sponsor of the fund, hello travel hopes to cooperate with industrial partners, continue to cultivate two rounds of high-end manufacturing, promote the transformation and upgrading of the two rounds of manufacturing industry along green, low-carbon and digital by combining production and investment, and promote the rapid growth of high-quality enterprises.
Ning Zhong, a professor at the school of management of Fudan University, believes that under the influence of covid-19 pneumonia, enterprises will put more emphasis on 3A supply chain strategy (agility, adaptability and synergy) in the supply chain. The digitization of supply chain will become more and more important. Digitization is the infrastructure and security base to realize 3A supply chain strategy. The two wheeled electric vehicle industry needs to be digitized in the whole process to redefine the travel industry.
Liu Shengjun, President of Guoshi Institute of financial reform, said that under the “double carbon” background, the two round travel industry still has great development potential. Hello, digital and traditional industries are better integrated through two wheeled electric vehicles. This industrial Internet is actually the second half of the digital revolution, which has just begun.
accelerated development of power exchange track, shared charging and power exchange into super tuyere
Behind the rapid development of two wheeled electric vehicles, the problem of electric vehicle power exchange has become increasingly prominent. According to the latest data, 14000 fires caused by electric bicycle and battery failure occurred in China from January to October this year, severely testing the charging safety of the electric vehicle industry. Accelerating the construction of two wheeled electric vehicle power exchange facilities has become a powerful means for major cities to implement the concept of science and technology, low-carbon and green development. At present, many battery manufacturing enterprises and shared operation platforms in China are also actively arranging power exchange facilities. Driven by technology, policy and market, the power exchange track has shown an accelerated development trend since this year.
Zhou Shufeng, general manager of Hello travel power exchange business department, said that the two wheel electric vehicle industry is developing towards lightweight, lithium-ion and intelligence. The emerging business model of two wheel power exchange meets the industrial trend, social governance needs and national policy requirements, and will also provide new momentum for industrial transformation and upgrading and innovative development. With the safety concerns of all localities, the charging of electric vehicles will be more standardized, and the two-wheel power exchange industry will usher in a new era.
Zhou Shufeng predicts that in the next few years, the C-terminal power exchange will be a combination of “charging + power exchange”. Charging is still the mainstream, and the power exchange penetration rate will gradually increase; In addition, the standardization of electric vehicle charging and replacement industry will gradually take shape, and manufacturers in the industry will make the underlying interconnection possible.
Li Xuejun, chairman and CEO of smart rent and power exchange, believes that the electric vehicle charging and power exchange industry has three “heavy” characteristics, namely, heavy products and technology, heavy operation and heavy assets. If any enterprise wants to develop in the industry, it must solve these three “heavy” problems. At present, the industry has just formed tuyere opportunities, which requires industrial chain partners to jointly solve the industry problems. “The market demand is clearly there. How to seize the opportunities and solve the user pain points are the challenges and opportunities faced by the industry.”
Si changtao, general manager of Yadi commercial vehicle division, said that the power exchange market is definitely a new ecology and opportunity. At present, the industry needs to work together to promote the good development of the power exchange industry and jointly cultivate the market. At the same time, it can be seen that the replacement of electric vehicles in the future must comply with relevant laws and regulations.
In the view of experts, charging for electricity will be a huge market opportunity for the electric vehicle industry. At present, the two round track is further hot, but the public’s education and promotion still has a long way to go. In addition, power exchange enterprises, vehicle enterprises and battery enterprises also need to better realize industrial synergy.
(Xinhua Finance)
