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Behind the great heat of new energy vehicles: supply chain finance to solve the problem of industry financing

time2017/12/19

     The development of new energy vehicles has been close to 20 years since the national science and technology project has been established. It can be said that industrial development has been in the forefront of the world. The latest data show that in 2017, 17 million 511 thousand cars were sold in 1-8 months, up 4.3% from the same period. Among them, the sales of new energy vehicles were 320 thousand, up 30.2% from the same period.
     Industry authorities believe that the new energy car is likely to catch up with the SUV. The new energy car is hot, all kinds of suggestions and public opinion are boiling. But there is a sound that is so different and very weak - the difficulty of charging, the operation of debt, the supply chain can't keep up... How to attack the development of new energy vehicles?
     The core problems of the development of new energy vehicles
     In 2015, the Chinese Quality Association conducted the evaluation of the customer satisfaction of new energy vehicles. The result of the survey was that the rate of user complaints reached 34.5% in the year. In 2017, the Chinese Quality Association conducted a continuous survey, and found that the complaint rate of new energy vehicles declined to 17.8%, but still higher than the traditional fuel vehicle.
     At present, the complaints of new energy vehicle users are mostly focused on three prominent short boards of new energy vehicles, namely, battery endurance, interior decoration quality and sound entertainment navigation system. Short battery mileage and power failure in winter are indeed the well-known short boards of new energy vehicles. After several years, this problem still seriously affects consumers' experience.
     In addition to battery life, the battery charging speed has also increasingly attracted the attention of the users. At present, the evaluation of the fast charging index of the new energy vehicles is low, and the consumption demand is not satisfied. But the charging pile is less, the charging is not convenient, it is still a big problem, and the consumer is complaining.
     With the 2017 state subsidies fall and tighter policy, new energy vehicles and the popularization of the supply chain will encounter financing problems, namely in the new energy automotive supply chain, whether it is the supplier of automotive production, automobile companies, or the dealer or the end consumer, will the capital constraint, and the current supply chain capital constraint the problem is particularly prominent is the battery supplier financing.
     The supply chain of new energy vehicles is facing great challenges
     First of all, the state subsidies for new energy vehicles to promote the application of fall too fast, the enterprise cost reduction pressure, new energy automobile sales company generally reflect the sales decline. A veteran bus factory deputy general told reporters that in the past few years, because of the new energy vehicle cheats, the national support policy has tightened. But due to the rising price of battery materials, the cost digestion is at least two to three years. "Now is forcing the car companies to reduce costs. The original 8 mm steel plate is now reduced to 6 mm steel plate. The air duct is aluminum pipe and copper tube. Now it is replaced by plastic pipes, and the mileage is also decreasing." Because of the high cost of power battery, the price of new energy vehicles is short of the price advantage compared with the traditional fuel vehicles.
     With the traditional car "three pieces", from "motor, battery, electric control system consisting of" three "is the core components of new energy vehicles, including a new intelligent network system, the interaction of people and vehicles, these are spawned by the new energy automotive industry new demand. Throughout the domestic market, "three" mastered the core technology of the enterprise is very rare, and thus lead to the problem of high cost, scarcity of spare parts. This is a huge challenge for the supply chain.
     Market opportunities and challenges coexist
     At present, compared with traditional cars, the sales of new energy vehicles still occupy a dominant position in the market. In the first quarter of 2016, the sales of traditional cars amounted to 6 million 468 thousand and 700, accounting for 99.11% of the total car sales. According to the Automobile Association statistics, the first quarter of this year, China's new energy vehicle sales reached 58125 vehicles, an increase of 1 times. The sales of pure electric vehicles were up to 42131, 1.4 times higher than the same period, and 15994 vehicles were sold in plug - in hybrid electric vehicles, up 43% from the same period.
     Although the market share of new energy vehicles is small, the momentum of development is very strong. In the long run, with the further implementation of relevant national policies and the continuous deepening of new energy and environment improvement concept, new energy vehicles will have huge market potential.
     Chen Qingquan, an honorary professor at the Chinese Academy of engineering and University of Hong Kong, looks at the inevitable trend of environmental and climate friendly traffic, and the potential of electric vehicle market is great. China must promote the development of new energy vehicles, because there is a demand for Chinese cars to grow by 10% in the next 10 years.