New energy vehicle 2.0: upstream and downstream industrial chain should be "Zhongle Le"

What is the development stage of new energy vehicles?

The concept of new energy is at a stage of rapid expansion, accompanied by a mixed situation.

No new energy, no fashion -- this is the best description of automobile enterprises nowadays. At present, it is difficult to find an enterprise that does not manufacture new energy vehicles among Chinese auto enterprises, even non mainstream auto enterprises.

However, how many companies can build new energy vehicles in terms of R&D reserves?

Speculation, political achievements, market image... China's new energy vehicles are collectively busy "going to market".

If we continue, sooner or later we will "get up early and catch up late".

Looking at the whole new energy automobile industry, at present, only manufacturers are entertaining themselves. In addition, the upstream and downstream industrial chains are in a frozen state - dealers dare not invest easily, the use of supporting providers (power grids, etc.) is not available at all, and consumers are afraid of the high price.

That is to say, the 1.0 era of new energy vehicles is the "Dulele" time for manufacturers, which almost presents a "dual structure" with dealers, supporting suppliers and consumers - one in a busy city, the other in a cold countryside, separated by a highway.

What's worse, manufacturers overdraw the future in "Dulele" - blowing a wave of industrial bubbles.

What should be the symbol of the new energy vehicle 2.0 era?

If the 1.0 era is the era of "Dulele" for manufacturers, the 2.0 era of new energy vehicles should be the era of "Zhonglele" for upstream and downstream chains.

The manufacturer is truly consumer centered, with humanized new energy technology as the leading factor; Dealers are brave and willing to invest and can see the future of the industry; Supporting suppliers, especially the North South Power Grid and Sinopec PetroChina can build supporting facilities to facilitate consumers' use.

More importantly, the government will not change its face every day - it supports hybrid power today, pure electric power tomorrow, and the day after tomorrow.

When will the 2.0 era come?

When the new energy vehicle 2.0 era will come, this is a difficult question. The sign is in front of us, but the future is still a cloud.

The prospect is very beautiful, but the reality is like a mirage.

We are not optimistic about the coming time node. If the government is still pushing forward the current pure electric technology, if the government still ignores the hybrid.

The arrival of new energy vehicle 2.0 is a process of industrialization and marketization. Just like a person, he needs to go through the stages of infancy, adolescence, youth, manhood, and old age. What we are going to go through now is the juvenile stage. However, the government forced this industry to the youth stage through subsidies. Pulling up the seedlings and encouraging them do great harm.

When hybrid power is popularized, it may be the time of new energy vehicle 2.0. 10 years.