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The new energy auto market is ushering in a new era of “previous generals, followed by pursuersâ€. In addition to the fierce competition between the BMW i-Series and the Tesla ModelS, Audi, Porsche and other international giants are also poised to launch a variety of models such as pure electric SUVs and Tesla. High down.
A person in the automotive industry told reporters that the real growth of the new energy auto market must rely on the joint efforts of a large number of traditional automobile giants. In particular, with the announcement of Tesla’s recent liberalization of patents, it will accelerate the rapid expansion of the new energy vehicle market. It is widely expected in the industry that with the advent of giant wars and the vigorous expansion of the new energy automobile market, the orders of related listed companies are expected to obtain a “two-dimensional†expansion.
Giant fierce battle for new energy vehicles <br> <br> traditional auto giant Audi has announced that it is considering expanding its product line of electric vehicles, the future will Q8 and R8e-tron electric version of the production version of the launch. According to informed sources, the production version of the Audi R8e-tron will be available on the European market in 2015. In addition, Audi will also launch a pure electric Q8SUV model and Tesla's upcoming ModelX competition. “Although as early as 2012 there were rumors that Audi will introduce the car to the market, it was shelved because the cruising range was only 215 kilometers. However, according to the latest news, Audi has already increased the cruising range of the vehicle to 450 kilometers.â€
In fact, while Audi was working hard to expand the layout of new energy vehicles, BMW, Porsche, Nissan and other first-line car companies have also accelerated the pace of the introduction of new energy vehicles. Taking BMW as an example, according to the company’s recently announced plans for the next decade, BMW will have 20%-30% of new products in the future as new energy vehicles. For the new energy plan in the core market China, the president and CEO of BMW Group in Greater China once said that in September 2014, BMW's i3 and i8 will both be listed in China.
In addition to launching new models, BMW will also increase cooperation with real estate brands. At the end of May, BMW announced that it will collaborate with State Grid Shanghai Electric Power Company's electric vehicle service company and state-owned real estate company Shanghai World Expo Development (Group) Co., Ltd. to build more than 50 charging stations. This is the focus of BMW's private marketing efforts. Conducted charging facility construction layout.
Japanese car companies that have been obsessed with the hybrid route have recently shown signs of turning. Taking Nissan as an example, the company launched the second pure-electric vehicle e-NV200 in June, first in Europe, and in October in Japan. Nissan’s chief planning officer Andy Palmer said the company plans to launch four zero-emission electric vehicles by March 2017. The e-NV200 is the second model, but he declined to disclose the e-NV200’s sales target.
The real lithium online expert Mo Ke said that if the new energy automotive industry represented by electric vehicles is to develop truly, it is necessary to rely on the international car giants such as the car giants, BMW, Mercedes-Benz, Porsche and other luxury car brands have entered the electric car The market will drive the rapid rise and expansion of the new energy automobile market.
Patent or accelerate liberalization of the market bursting <br> <br> In fact, most of the traditional giants in the pure electric car technology and human resources have abundant reserves, with the introduction of the Tesla electric car, completely interfere with these giants Until now, he has been reluctant to give up the "fat" expectation of a traditional fuel car. With the successive introduction of support policies for new energy vehicles represented by China, traditional auto giants have stepped up their efforts to catch up with Tesla.
Compared with traditional automobiles, the current global production of new energy vehicles is very small, and public data shows that it only accounts for 0.3% of the global market share. In mid-June, Tesla CEO Musk stated that Tesla will open all its patents for the development of electric vehicle technology. Tesla will not initiate patent infringement lawsuits against anyone who wishes to use Tesla's technology in good faith. Musk stated that Tesla’s real opponent is not an electric vehicle counterpart, but a traditional fuel vehicle, and he hopes to use this to promote the development of the entire electric vehicle industry.
Analyst Liu Bo of BOC International Electric Power Equipment and New Energy Analysts believes that Tesla's move actually describes the development of the new energy vehicle industry as more than the competition. In the traditional automotive field, various participants in the auto industry have taken patent technology as their own, and are cautious in the diffusion of technology, and have formed barriers to competition in the industry through patented technology systems. As the star-studded global star of new energy vehicles, Tesla has made all its patents openly available to the new energy automotive industry. On the one hand, it shows that the new energy automobile industry is a new industry with a very small proportion in the automotive industry. The current stage of development cooperation is greater than competition, how to develop the new energy automotive industry is an important issue for all participants to consider; the other is Tesla's attempt to develop new rules for the automotive industry in the future, namely to explore the IT industry The feasibility of the successful "open source model" in traditional automotive manufacturing.
“The disclosure of patented technology is definitely good news for the progress of the entire new energy automotive industry.†Some people in the auto industry told the China Securities Journal that participants in the new energy auto industry are often not rich in resources. The disclosure of Slara's patented technology can avoid the waste of resources developed or tested by later adopters in some common areas, thereby accelerating the innovation of technology and business models; coupled with the fact that many auto giants have begun to realize the rapid rise of the new energy automobile market. With the investment in R&D and production, the vigorous expansion of the new energy automotive market is expected to accelerate substantially.
Industry chain enterprises are expected to benefit <br> <br> ink Ke told reporters that the new energy vehicles to usher in the era of giant fierce battle, the entire industry is concerned is certainly good, but the domestic listed companies in terms of industry chain, is also expected because the specific Increased brand orders and benefits from the promotion of other brand customers.
Take Junsheng Electronics (Quotes, Interviews) as an example, the company is the only supplier of A-share listed companies that provides automotive electronics support to the BMW i Series. The BMS system is the link connecting the battery pack, the vehicle system, and the charger. The brain is called the car battery in the industry. According to industry insiders, BMS will monitor and short-circuit the parameters of the electric vehicle battery in real time. It can estimate the state of charge, mileage, and remaining battery power of the battery pack to prevent battery damage due to over-charging or over-discharging.
The company stated that it will continue to re-develop the energy power control system, maintain its leading position in technology while striving to expand its market share and strive to enter the top three in the global industry. With the launch of the new energy automobile market, not only BMW i is expected to expand its production line, but many insiders are also optimistic about the company's potential to expand into other international auto giants.
In addition, companies such as Jinrui Technology (Quotes, Interviews) and Xinzhou State (Marketing, Interrogation) that entered the Tesla supply chain are also expected to benefit from the rapid expansion of the new energy auto market.
However, Mo Ke admitted to reporters that at present there are no listed companies that supply Audi, Porsche, and other first-line automakers. "Overall, China is still in a technical disadvantage in the supply chain of the new energy vehicle market." However, analysts from Guolian Securities believe that, on the one hand, Tesla's super charging technology, battery management system, and automotive electronics technology can Enterprises provide lessons. On the other hand, in the long run, domestic companies will also benefit from the popularity of electric vehicles promoted by Tesla.