Wu Zhixin: The new energy automotive industry will have a big reshuffle in the future

Wu Zhixin believes that the subsidy policy of the new energy auto industry will rapidly retreat, which will cause tremendous pressure on the formation and development of the industry. In the next three years, the entire vehicle and parts industry will undergo a major reshuffle.

Wu Zhixin, Deputy Director of China Automotive Technology and Research Center

The subsidy policy of the new energy automobile industry is rapidly falling, which will cause tremendous pressure on the formation and development of the industry. The entire vehicle and parts industry will undergo a major reshuffle. Entering the “post-subsidy era” in 2020, the new energy automobile industry will be driven by national policies and driven by terminal demand. The window period will be very narrow, and the next three years will see new energy auto companies undergo a severe test of rebirth, and the competition of enterprises will turn to “ The competitiveness of innovation capability, product quality, extended service, and business model should be kept clear.

Speech full text

good morning guys! First of all, on behalf of the organizer, the China Automotive Technology and Research Center, I would like to extend a warm welcome to the representatives of industry enterprises, local governments, and research institutes participating in the seminar. Leaders and experts who came to the seminar during their busy schedule, as well as the support of the Liuzhou City Government, various departments of the Liudong New District and related contractors and co-organizers, expressed their sincere thanks!

This year is the third session of the symposium. It has been unanimously recognized by all walks of life in the areas of new energy vehicle promotion, industrialization, marketization, and end-user evaluation. The symposium focused on the topics of “focusing on user evaluation and focusing on business innovation” and conducted in-depth discussions and exchanges on the three dimensions of the latest industrial policy analysis, promotion and application model innovation, and the development evaluation of complete vehicles and key components. Starting from the market demand, we will guide the use of business model innovation and industrial distribution in various subdivided areas. With the help of users, we will continue to promote product development and design by adhering to the concept of “goods”.

In recent years, although the development of domestic new energy vehicles has been tortuous and controversial, the achievements made are also worthy of the pride of all peers. With the constant innovation and market application of product technology for complete vehicles and key components, as well as the perfect layout of basic facilities and the promotion and promotion of business operation models, the overall industry will usher in a crucial period of integration of technological innovation and reshaping of industrial patterns. From the beginning of the critical period of 2018 to 2020, the overall industry has mainly following several important trends. I personally have some thoughts to share with you:

1) China is already the vanguard of the global new energy automotive industry. However, the industry is still in a childish period and cultivation period. As a strategic emerging industry, it still needs the steady and sustained strong support of governments at all levels. Therefore, future industrial policies are still the focus of industry attention. Next, the national industry departments such as the Ministry of Industry and Information, the Ministry of Transport, the Ministry of Finance, and the Ministry of Science and Technology will introduce a number of new energy transformation policies, strengthening the regulation of the industry in terms of security operations, financial subsidies, enterprise access, and joint ventures and cooperation. And management, to guide China's new energy automotive industry and the market in an orderly and healthy development.

2) The rapid fall of the subsidy policy will exert great pressure on the formation and development of the new energy automobile industry. The entire vehicle and parts industry will undergo a major reshuffle and enter the “post-subsidy era” in 2020. The new energy automobile industry will be subject to national policies. Drives are driven by terminal demand, and the window period is very narrow. The next three years will be a severe test of the rebirth of new energy auto companies. The competition of enterprises will shift to “innovative capabilities”, “product quality”, “extended services” and “ "Business model" and other comprehensive strength competition, we must keep awake.

3) It is imperative to attach great importance to the importance of new business models to boost market-oriented development. After entering the stage of development of market-leading industries, business model innovation becomes crucial. Including time-share leasing, special car service, long and short-term rental service, electric city distribution, and customized line operation, etc., the application scenarios and profit model should be sorted out clearly, and the market-oriented operation process and efficiency should be continuously improved. high level.

4) New energy vehicles are a complete industrial chain development and development. It is extremely important that core components and upstream industries become bigger and stronger. The power battery industry will have an important integration within 3-5 years, and power battery companies should concentrate their energy on the batteries. At the same time, they should focus on the upper reaches and control important resources before they can become bigger and stronger in order to survive and develop. All industrial chain products, such as R&D testing, development engineering, and promotion and application of business models, need to conduct in-depth research in evaluation. We must establish a mature evaluation system, establish professional and standardized processes, improve performance, ensure quality, and control costs. , strictly control quality and build brand.

As a third-party technical service agency with extensive influence in China, China National Automobile Industry Center closely follows the development trend of new energy vehicle technology, and also attaches great importance to the in-depth application of the back end of the industrial chain, market operation, user evaluation and other areas. Research, focus on improving the industry's one-stop service capabilities. The "International Seminar on User Evaluation and Application Innovation for New Energy Vehicles" will continue to rely on the sponsors' China Auto Center's solid strength in the field of new energy automotive industry standard regulations, revision, test verification, empirical evaluation, and technical information research. New energy vehicle and component companies and governments at all levels gather industrial resources of the entire industry chain and build high-level industries in subdivided fields in key product technology innovation, industrialization engineering application, marketized operation and use, and business model innovation. platform.

With the help of the seminar platform, we hope that more corporate institutions and industry experts will join us. CNAC is willing to work with industry colleagues to jointly advance the process of healthy industrial development.

Finally, I wish the seminar a complete success. Thank you!