With the Beijing minibus system making a final notice for this year's new energy indicators: there are 13,000 left, and there has been a “small climax†in the number of issues related to the purchase of new energy vehicles.
The pessimists once again focused on the technology and appearance according to the routines: most of the cars that were included in the Beijing New Energy Catalogue were domestically produced, and their work was still generally worrisome, with limited cruising range, and there was little space comparable to gasoline vehicles. The power to buy, holding the new energy number is already a frustrating thing. The optimists generally believe that 2016 is only the beginning. Because of the government's policy support and the zero start of technology, the future automakers must manufacture a large number of new energy vehicles and continue to introduce new products.
Now the technology of the car is not working, can we continue to do it? If two years ago, I would agree with this argument, and now it seems to me that this optimism has become blind. You can see that in addition to Tengshi and other companies that specialize in developing electric vehicles, other domestic automakers are almost all right. A well-sold gasoline model is a power modification, and then refers to the consumer, "Look, this is my new energy car" - this is obviously not sincere.
And big manufacturers such as BBA (Benz, BMW, Audi) are not leading and radical in developing new energy vehicles. They always start with the brand, put a lot of advertisements and propaganda about new energy vehicles, and then continue to play their iterations. Gasoline car products.
The current environment is that Tesla has been the only one in the new energy vehicles. Other manufacturers are shouting slogans, and some are creating new energy vehicles that cannot compare the quality of their gasoline vehicles.
And the real reason behind it is the inaction of the decision-makers of automakers. They don't do what you envision: make some beautiful, popular new energy cars, and then sell them to you.
After all, the development of automobile manufacturers to today is a word of "money". It is said that the automobile is the most recent industry. The performance of this industry is huge and achievable. There are many companies and automobile manufacturers that are interdependent and glory. .
First, many of the technology investments of automakers have long been on the evolution of internal combustion engines. This kind of investment started from the earliest automobile manufacturing. It is not a one-off, but an interlocking investment. The acquisition of technology is also happening year by year. It's hard to tell how to cut this investment chain, because these R&D companies generally have unique technologies and patents, and losing them is too risky.
Secondly, the survival of a large network of dealers and repair shops that has been established over the years depends entirely on the problems that occur after a gasoline car is sold. The repair shop has clearly know how long a part needs to be replaced, and how much fixed income a car can get in annual maintenance, which is the most important way for them to make money. (This is also why Tesla does not talk about dealers, because the follow-up maintenance costs of electric vehicles do not make any money.)
In the branded gasoline vehicle market, dealers help car manufacturers to sell cars, and the benefits from maintenance have become a tacit cooperation chain, no one will take the initiative to break this profitable channel.
Thirdly, the petroleum, petrochemical and materials companies on the chains used in automobiles are also huge. They are attached to the products of automobile manufacturers, allowing users to pay for energy continuously. This involves many adjustments and compromises on internal combustion engine technology. This balance ensures that everyone has money to earn.
You can look at the new energy vehicles. A new energy vehicle that is charged is very simple in construction and use. Without an internal combustion engine, it is equivalent to abandoning the entire chain. The only problem facing it is the storage of energy, which has been solved by many battery companies. The rest is how to reduce the price of energy storage through large-scale production, and there are also players like Elon Musk. Investing in this field and launching the construction of gigafactory is about to double the capacity of the battery in the current world.
Although the price of new energy electric vehicles is generally higher than that of gasoline vehicles, because of its low maintenance cost, it is more like a laser printer, and gasoline vehicles are similar to inkjet printers, which require constant payment of ink and maintenance. cost. If you follow this trend, there is no reason why you don't like this new, easy-to-use product. If you are optimistic, there will be some “Kodak moments†in the automotive field, so that some auto companies that have not kept up with the rhythm in time will repeat Kodak’s short-term interests in digital technology but subject to film, and ultimately bankrupt. Overwrite.
For consumers, the benefits of electric vehicles are not only the cost reduction, the biggest significance is the first time you have the freedom to use a car.
What do you mean? Because electricity is no longer sourced from a gas station that needs to wait in line and cannot bargain, but your home, your company, any place with current, you can get energy in a way and place that you think is convenient. At the same time, you don't have to pay more for regular maintenance and repairs. In the visible place, you can completely open up the big companies that are now reaching for money.
So in the end, the essence of business is control. The path of the development of the gasoline industry is to let you pay with your willingness through interlocking control. Today, automakers have no determination and motivation to retreat from this industry chain of collecting money. They will start again and their changes can only be defensive.
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