Energy-saving and new energy automotive industry development plan for the hardware industry market

Recently, the “Energy Conservation and New Energy Vehicle Industry Development Plan” led by the Ministry of Industry and Information Technology will be approved in due course. "Plan" said that in 2020 China's new energy vehicle sales volume to reach the world's largest, new energy vehicles to pure electric as the main technical route, vigorously develop energy-saving cars. In the next 10 years, the government will invest 100 billion yuan to build an industrial chain for new energy vehicles.

In order to ensure that before 2020, the total production and sales of new energy vehicles in China will reach 5 million vehicles. During the “Twelfth Five-Year Plan” period, the market for pure electric vehicles and plug-in hybrid vehicles reached more than 500,000 vehicles; the number of medium- and heavy-duty hybrid passenger cars reached 1 million. At the same time, the production capacity of 1 million new energy vehicles will be realized in 2015, of which pure electric vehicles and plug-in hybrid vehicles will account for 50%. Analysts said that the energy-saving and new-energy automotive industry is one of the industries with the most potential for development during the “12th Five-Year Plan” period. With such an attractive market cake, it is estimated that suppliers in the new energy industry chain all hope to take a share. However, considering that the current bottleneck of the development of the automobile still exists, whether the hardware industry can stabilize and win the vouchers, companies should proceed calmly based on their own strength.

Automotive parts: mature technology is the key According to the current situation, the production of 5 million new energy vehicles will naturally represent a new development opportunity for auto parts companies. However, the defects in integrated auto parts, such as the cost does not have advantages, the charging station infrastructure lags behind, key components and technologies are still not pass, many companies still dare not take the initiative.

In fact, if blindly pursue the huge potential of the new energy industry, China's component manufacturers may as well consider the company's own financial strength and technological R & D strength, and plan to invest in the new energy industry. For those companies that do not have funds, they can focus on the research and development of traditional energy-saving component products. In fact, some key technology levels of traditional cars will still largely determine the level of development of hybrid vehicles. Therefore, in addition to the constant exploration of new technologies such as motors and batteries, it is equally urgent to improve the key technologies inherent in traditional automobiles.

Therefore, while we attach importance to the development of new energy vehicles, we must not forget the energy saving and consumption reduction of traditional energy vehicles. Component manufacturers should rationally make choices based on the correct understanding of the investment in new energy markets.