According to the data of China Automobile Association, in the first two months of this year, under the environment of China’s overall automobile market growing by 7.5%, the sales volume of new energy vehicles increased by 1.5 times year-on-year, and the market share of new energy vehicles reached 17.9%.
With the continuous improvement of the penetration rate of new energy vehicles, the market competition will become increasingly fierce. “The development of new energy vehicles in the future must rely on intelligence to break through, must rely on software technology, software defines cars, and cars become real mobile terminals,” long Yunzhou, a deputy to the National People’s Congress and founder and director of Nezha automobile, told the shell finance reporter of the Beijing News
Fang Yunzhou believes that in order to prevent smart cars from repeating the mistakes of smart phones being stuck, we should immediately start ecological construction with China’s smart car operating system as the core.
has not broken through the core technology, so it is recommended to build an operational application ecology
In the critical period of the development of new energy vehicle market, traditional vehicle enterprises are accelerating the transformation and upgrading to intelligent vehicles integrating electrification and intelligence. Intelligent electric vehicles are also considered as the next track. As the “heart” of new energy vehicles, intelligent vehicle operating system is becoming a “new battlefield” and new opportunity for industry enterprises.
For new energy vehicles, the Chinese market has a first mover advantage, but Fang Yunzhou said that in the past two years, foreign new energy vehicle subsidy policies and technical support have been stronger than China. If China Shanxi Guoxin Energy Corporation Limited(600617) vehicles want to achieve greater leadership and breakthrough, they should develop in the direction of electrification + intelligence; At present, the intelligent layout of Chinese car enterprises started early and has obvious advantages, especially 5g technology, intelligent cockpit, human-computer interaction technology and intelligent driving technology. He further said that the layout of intelligent vehicles of foreign car enterprises is relatively late and the number is small. The new forces of Chinese car making and traditional car enterprises are making intelligent layout, showing a trend of hundreds of Companies in full swing. At the same time, all of them are conducting technical research to promote the intelligent transformation of Shanxi Guoxin Energy Corporation Limited(600617) cars in China. “In the next five years or even eight years, Shanxi Guoxin Energy Corporation Limited(600617) vehicle intelligence is relatively leading.”
Fang Yunzhou said that it has become an unavoidable fact to define cars with software. The existing industrial chain will face great challenges in the near future. The root cause lies in the failure to break the core technologies such as operating systems and chips. Therefore, he suggested to grasp the first mover advantage of intelligent vehicles and establish the ecosystem of intelligent vehicle operating system; Strengthen the breakthrough of key technologies such as operating system kernel, and grasp the security initiative of the system.
According to the data of the passenger Federation, the retail penetration rate of Shanxi Guoxin Energy Corporation Limited(600617) passenger cars in China was 21.8% in mid February. In a sense, new energy vehicles have been recognized by consumers. However, in Fang Yunzhou’s view, people’s recognition of new energy vehicles is still based on the new energy vehicles themselves, and they have not experienced and perceived the changes brought about by the intelligent change. Therefore, he believes that the development of new energy vehicles must rely on intelligence and software technology in the future. Software defines cars and cars become real mobile terminals; In the case of having a smart car operating system, a smart car is more convenient than a mobile phone and becomes a mobile terminal, then it will bring greater value.
stabilize the price of nev points and ensure more than 2000 yuan / minute
It is generally believed in the industry that for Chinese brands, smart electric vehicles provide an opportunity to change lanes and overtake. According to the data of the passenger Federation, the penetration rate of new energy vehicles among independent brands in February was 41.9%, accounting for nearly half of the new energy vehicle market. However, it is worth noting that the development of new energy vehicles this year faces multiple pressures, such as declining subsidies, chip shortage and continuous rise in raw material prices.
Fang Yunzhou believes that in the short term, these changes will have an impact on the new energy vehicle industry, and the short-term rise can not be completely passed on to users; However, the car is a long-term track, and the short-term impact cannot affect the stability of the enterprise’s operation and strategy.
This year is the last year of new energy vehicle subsidies. The industry believes that there is a transition period between double points trading and new energy vehicle subsidies. In the post subsidy era, double points is considered to be an effective way to promote the development of new energy vehicles. Therefore, Fang Yunzhou suggested to further study the double score policy, make it reach the balance of market supply and demand without reducing the nev score value of single vehicle, stabilize the nev score price and ensure that the nev score is more than 2000 yuan / minute.
Fang Yunzhou revealed that the trading price of points in 2020 is about 1000 yuan, and the trading price of points in 2021 is about 2000 yuan. This year, the trading price of points has returned to the level of 2020, that is, about 1000 yuan. “The fluctuation of integral price is still very large, which causes certain pressure on the operation of enterprises. It is suggested that the state should form an integral pool to maintain the stable balance of integral price.”
In terms of the overall development of new energy vehicles, Fang Yunzhou hopes to promote the participation of new energy vehicles in the national carbon trading market and reflect the advantages of new energy vehicles. However, it is worth noting that how to connect the double integral system with the carbon trading system is not clear at present.
