The new forces of making cars are triumphant and can subvert the traditional auto industry for a century?

From the new energy wave, the new technology of autonomous driving to the revolution of the car network, the automotive industry is in the midst of a revolutionary vortex. Whether it is the crazy money-making Internet car "news" or the traditional giants with strong capital and mastering the core technology of building cars, they all add to the field of new energy electric vehicles.

It is not difficult to see that in the current capital environment, it is already very difficult for the concept of new energy vehicles to continue financing in the primary market. Under the predicament of constant burning and loss, listing may be the only new force for the car. Way out.

Policy and market double benefit

In recent years, the new energy vehicle market has benefited from the promotion of national policies and capital, showing explosive growth. According to foreign media statistics, China currently has a total of 487 electric vehicle manufacturers. The new army of cars has sprung up, marking the era of competition for new energy vehicles into the hegemony.

National and local policies on the tilt and care of new energy vehicles

National policy: The state has successively issued a series of supporting subsidy support policies, such as nationwide vehicle purchase tax reduction, government and public agency procurement, supportive electricity prices, and charging infrastructure support, etc., to support the new energy automobile industry in all aspects. . In order to quickly occupy the market, some manufacturers have introduced low-cost, low-endage new energy vehicles, which has attracted a large number of users who are sensitive to price and like new things.

Local policy: In the north, Guangzhou, Shenzhen and other countries, due to the implementation of restrictions and purchase restrictions on traditional fuel vehicles, users who have not succeeded in swaying but have the desire to buy a car, a new energy vehicle that is not limited to purchase is a good commute for them. Car selection.

The 2017 China New Energy Passenger Vehicle Industry Development Report analyzes the market share of new energy passenger vehicles in 2017. The top 10 cities in the north, Guangzhou, Shenzhen and Shenzhen account for 55.1% of the market share. The data also confirmed. At this point, where local policies are more inclined, the sales volume of new energy vehicles is higher. The concentration of new energy vehicles is relatively high, and it is still dominated by first- and second-tier cities.

Consumption upgrades and auto finance development, stimulating car purchasing power

According to the data, the average car ownership in the United States in 2016 was 0.76, while the per capita car ownership in China was only 0.14. This four-fold gap still needs to be narrowed by laborers from one-third of China's population in third- and fifth-tier cities.

Although the housing prices in the third- and fourth-tier cities in China have risen in a new round, squeezing other consumption space, the purchasing power of consumers has further declined. However, from the perspective of migrant workers in first- and second-tier cities, they have no need to buy houses because of high housing prices, and in recent years, the popularity of auto finance is relatively high. This part of the staff has become the main purchasing power for purchasing cars

So for new energy vehicle manufacturers, the market potential is gradually being released. Judging from the sales of new energy vehicles, which are growing year by year, under the dual benefits of policies and markets, new energy vehicles will gradually be recognized by the market.