At the China electric vehicle hundred people's Forum (2022) held on March 26, Zhu Gongshan, chairman of GCL group, said that under the "double carbon" goal, electricity and hydrogen have become the main sources of vehicle power. "The future car is no longer a simple means of transportation, but a huge energy storage system, mobile energy supply system, and even energy business unit, which will build an unprecedented and immeasurable mobile business space."
Zhu Gongshan believes that the difference between new energy vehicles and traditional fuel vehicles lies not only in the different power sources. "Cleaning and electrification have triggered a disruptive revolution in the automotive industry. Not only is there no noise and emission, but also the best power technology to match intelligence and networking." He said that cars have now become a space for mobile Internet access and living. Consumers have changed from needing subsidies to active rush buying. Even many models "can't be bought in line", indicating that the new energy vehicle market has changed from subsidy driven to market driven.
According to the "operation monitoring report of new energy vehicle industry from January to February 2022" released by China Academy of communications and communications on March 24, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in China were 820000 and 765000 respectively from January to February, with a year-on-year increase of 1.6 times and 1.5 times respectively, and the production and sales scale was much higher than that of the same period last year. In February, the penetration rate of new energy vehicle market reached 19.2% in that month, a record high. Since January 2021, the cumulative market penetration rate has climbed to 14%.
The golden automobile market has begun in the past 15 years. At the beginning of this year, the comprehensive work plan for energy conservation and emission reduction in the 14th five year plan issued by the State Council proposed that the number of new energy vehicles should account for 25% by 2025. By 2035, this proportion will increase to 50%. According to the current policy objectives and the space of automobile consumption market, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) automobile has 6-8 times of growth space.
GCL is planning for the future of Electric Power Bureau. Zhu Gongshan introduced at the forum that its subordinate enterprise Gcl Energy Technology Co.Ltd(002015) relies on the advantages of GCL group in the fields of green power, power sales and user side energy management, large-scale long-life energy storage, etc., and cooperates with CICC capital to build a 10 billion yuan fund to enter the field of power exchange. The first batch of passenger vehicle and commercial vehicle power exchange stations will be put into operation in half a year, more than 40 industry standards will be set up simultaneously, and a fixed increase of nearly 4 billion yuan will be successfully completed in early March.
" Gcl Energy Technology Co.Ltd(002015) will take the vehicle as the carrier and the power battery as the mobile energy. At the same time, it will speed up the sharing of battery banks and vehicles, and then extend to energy storage and hydrogen energy until the urban mineral - battery recycling and remanufacturing, so as to complete the ecological closed loop of mobile energy." Zhu Gongshan said that the mobile energy ecosystem led by GCL group not only does not need subsidies, but also reduces the vehicle cost by about 20% compared with traditional fuel vehicles.
Zhu Gongshan said that GCL's partners include not only heavy truck and commercial vehicle enterprises such as XCMG, Sany, Geely and FAW, but also logistics industry leaders such as Jingdong Logistics, ground railway, mengtuoling and kuacheng logistics. As for the next implementation plan, Zhu Gongshan proposed a "three-step" strategy: first, the special scene of heavy trucks and the urban commercial vehicles of logistics companies should be electrified, hydrogen powered and intelligent, then unmanned, and finally networked.
