From March 25 to 27, the forum of China electric vehicle hundred people's association was held in Beijing. At the international forum with the theme of "automobile, transportation, energy transformation and international cooperation in the process of carbon neutralization", Zhu Gongshan, chairman of GCL group, delivered a video speech on behalf of the field of new energy. Zhu said that the main goal of "building a mobile energy and storage system in the future" is not to build a simple energy supply and storage system for cars, but a huge energy supply system for cars in the future. "
Zhu Gongshan believes that the difference between new energy vehicles and traditional fuel vehicles lies not only in different power sources, but also in changing people's lifestyle. "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 pointed out that cars have now become a space for mobile Internet access and life. Consumers have changed from the need for subsidies to active rush buying, and 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, from January to February, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) vehicles were 820000 and 765000 respectively, 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%.
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 clearly stated that the number of new energy vehicles should account for 25% by 2025. This proportion will increase to 2035. 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.
Zhu Gongshan introduced at the forum that as the only mobile digital energy technology operator among A-share listed companies to arrange the third-party power exchange business, its subordinate enterprise Gcl Energy Technology Co.Ltd(002015) , relying 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 and so on, jointly established a 10 billion yuan fund with CICC capital to enter the power exchange field, and put into operation the first batch of passenger car and commercial vehicle power exchange stations in just six months, Led the construction of more than 40 industry standards at the same time, and successfully completed the fixed increase fund-raising of nearly 4 billion yuan 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 bank and vehicle, and then extend to energy storage and hydrogen energy until the recycling and remanufacturing of urban mineral battery, so as to complete the ecological closed loop of mobile energy." Zhu Gongshan stressed that the mobile energy ecosystem led by GCL group not only does not need subsidies, but also can reduce the vehicle cost by about 20% compared with traditional fuel vehicles.
"GCL is actively building an ecosystem of mobile energy industry." Zhu Gongshan revealed 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 JD logistics, ground railway, mengtuoling and kuacheng logistics. "We are accelerating the revolution of fuel commercial vehicles through multi-party cooperation." 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.
