The development course of new energy automobile industry;

(1)2009~20 12: Promotion period, led by the government. Through To B and ToC (ToB for enterprises and ToC for ordinary users), taking new energy as a pilot, it will be gradually popularized to the public;

(2)20 12 ~20 18: During the period of government support, Tesla's patents were opened, and brands such as Weilai, Ideality and Tucki were established one after another;

(3)20 18~202 1 year: during the transition period, subsidies entered a recession, which slowed down under the influence of the epidemic, and the double-point mechanism was declared as a market-oriented transaction;

(4) After 2021,subsidies and fully market-oriented subsidies withdrew, and the market entered fully market-oriented competition, and ToC became the main kinetic energy for future growth.

Industrial chain of new energy automobile industry:

In the traditional automobile industry chain, core technologies such as engine, chassis and gearbox have become indispensable links of the whole vehicle. The new energy automobile industry chain can separate the research and development of core components from automobile enterprises, and automobile factories can adopt new energy sources such as batteries, electronic controls and motors.

Industrial concrete can be divided into:

(1) Upstream: key raw materials and core components, midstream vehicle manufacturing and downstream circulation and services. Among them, the "three-electric system" in the upstream part is the core part that distinguishes new energy vehicles from fuel vehicles, accounting for about 5096 of the total vehicle cost. The overall strength of China's "Three Electricity Technologies" is strong, but there is still a gap with the international top technology level. At present, China's new energy automobile enterprises are mainly concentrated in Beijing, Shanghai, Guangdong, Jiangsu and Zhejiang. Fujian will rely on Fujian Automobile Industry Group and Contemporary Anpu Technology Co., Ltd. New Energy Technology Co., Ltd. to build a whole industrial chain of new energy vehicles and boost Fujian's automobile industry to "overtake in corners".

(2) Midstream: refers to the whole vehicle manufacturing of new energy vehicles. According to the different power types of new energy vehicles, new energy vehicles can be divided into pure electric vehicles, plug-in hybrid vehicles and fuel cell vehicles. At present, the spatial distribution of new energy automobile manufacturers has a strong relationship with the automobile industry base, and they are more distributed in the Yangtze River Delta region, South China, Chengdu-Chongqing region, Bohai Rim region and the central region, especially in the Yangtze River Delta region.

(3) Tour: communication and service. With the continuous improvement and perfection of the market and car-making technology, the sales of new energy drip vehicles are also increasing year by year. By the end of 2002 1, the sales volume of new energy vehicles in China had reached 2.542 million, an increase of 1.8 times, including 2,000 pure electric vehicles, an increase of 1.9 times, and 437,000 plug-in hybrid vehicles, an increase of/kloc-0. There were 953 fuel cell vehicles, a year-on-year increase of 44.8%.

Industrial chain driven by the development of new energy vehicles;

1. Mining. Xinxinyuan Automobile mainly uses lithium batteries. At present, silver mine resources are the industry that benefits the most, and most mining companies manage the exploitation of mineral resources.

2. Power battery. The power system of new energy vehicles is mainly electric, especially the research and development and production of ternary lithium batteries and the production of iron. At present, the share price of the world's largest lithium battery manufacturer in China has risen from 60 yuan at the time of issuance to 75 yuan. BYD, an established battery factory and electric vehicle manufacturer, benefited the most, and the government's subsidy for new energy vehicles was unprecedented.

3. charging pile. Electric cars need to be recharged. In order to facilitate the charging service, major cities have laid out charging TV and other facilities, which has promoted the research, development, production and sales of charging. Standing at the exit of the electric car, the charging pile also flew.

4 State Grid. Electric vehicles must be charged and consume a steady stream of electric energy. As a monopoly industry, State Grid has benefited a lot.

5. Electrical system. When charging, wires are needed, so there is a market for performance manufacturers. Electric vehicles should cooperate with electrical insulation manufacturers, and cables will also be damaged during charging. Most importantly, all charging poles need cables as extension wires.

6 battery recycling. The battery of electric vehicles has been used for about 3 years, that is, around 1996, and 80% of the utilization rate can be recycled and reused in other industries.

Advantages of new energy vehicles compared with traditional gasoline vehicles;

1. New energy vehicles have high performance and can satisfy consumers more than traditional gasoline vehicles; For a long time, the acceleration of 100 kilometers is a parameter that consumers attach great importance to, which can reflect the performance of cars to some extent. If the acceleration of 100 kilometers is less than 8 seconds, Nigeria will be in the leading position in the traditional gasoline family car. The emergence of new energy vehicles has made it normal for 100 kilometers to accelerate for 8 seconds. Tesla's new energy vehicles all accelerate in 3-6 seconds, which is enough to compete with this sports car.

2. The use cost of Xinjieyuan automobile is lower than that of Ji Chuan gasoline automobile: the warranty policy of traditional gasoline automobile is 3 years or 50,000 kilometers, while the warranty period of power battery, the core component of new energy automobile, is directly increased to 8 years to 65.438+0.2 million kilometers, or even lifetime warranty. Traditional gasoline vehicles need to replace engine oil temperature, spark plugs, fuel filters and other accessories, while new energy vehicles do not need them at all, and only need to be maintained once a year or 10000 km, which reduces the later use cost of consumers.

3. New energy vehicles impact fuel vehicle technology;

4. New energy vehicles affect the sales of traditional gasoline vehicles. The industrial chain and pattern of new energy vehicles have been initially determined. The three power systems are super-identical and the products are highly similar. The core component battery has formed a tripartite confrontation among China, Japan and South Korea. Tesla is the "Apple" in the era of smart phones, and BYD is the "Samsung". Contemporary Amperex Technology Co, Limited and LG are all important participants, NVIDIA is the "Android" of smart cars, and a number of "new forces" of cars have emerged in China. BYD: The representative of new energy vehicle technology innovation independent enterprise 1995 was born in Shenzhen. In 2003, it officially entered the automobile industry and began to lay out new energy-bearing vehicles. Its business spans four major industries: automobile, rail transit, new energy and electronics. It is a leading enterprise in the research and development of power batteries for new energy vehicles. Wang Chuanfu, chairman and president of BYD Group, said: "It can be used as a battery, a motor and an electric control. At present, the whole world is BYD. "