For the first time, the author heard the use of "mud-footed giants" to warn of the problems in the development of China's new energy auto industry. This is the summer forum of the China Electric Vehicles 100 People's Association this year. Chen Qingtai, chairman of the China Electric Vehicle Hundred People's Association, said: "For the automotive industry, the expansion of production capacity is relatively easy, and the formation of core competitiveness is very difficult. However, Chinese enterprises can no longer take the technology hollow. The road is because it is just a 'mud-footed giant' at best."
A "change of the day", why does not show that China's power battery industry is facing the risk of becoming a "mud giant"? The market is jumping down and the company is caught off guard; the policy has changed many times and the industry is at a loss. After the beginning of industrial integration, all kinds of weaknesses were exposed. If you don't actively seek change, the warning of "The Mud Giant" will come true.
From January to October of this year, the total energy supply capacity of new energy vehicles was 14.2GWh, and the total capacity of the first four batches of battery catalogues was 37GWh. From the perspective of power battery shipments and capacity comparison, the power battery has an overall overcapacity, and the capacity utilization rate of SMEs is obviously insufficient. The reality that the entire industry has to face is the lack of core technology and low-end overcapacity.
Refused to be a "mud-footed giant", the integration of the power battery industry is imminent, and the transformation and upgrading is imminent.
No one wants to repeat the same mistakes. Everyone knows that if they want to change the status quo, they should pay close attention to technological innovation, develop high-quality products, and form high-quality production capacity. However, under the temptation of short-term interests, in the temperament of copying plagiarism, and in the greenhouses protected by local governments, not all enterprises have full motivation and the spirit of Yu Yucheng to "sword a sword for ten years."
What is commendable is that among the large number of power battery companies, there are innovative enterprises that “everyone is drunk and I am awakeâ€, and enterprises that are actively seeking transformation and upgrading in the industry “deep farming†for many years. These enterprises are the main force in the power battery industry in China. Under the unfavorable conditions of the insufficiency of technical reserves and the gradual decline of subsidy policies, why should we find opportunities in the crisis?
First, we should seize the guiding role of the market and innovation. As the subsidy policy declines, a positive positive energy is gradually forming, subsidy orientation will give way to market and innovation orientation, the disadvantages of speculators will be exposed, and the advantages of innovative enterprises will emerge. The so-called: good money to expel bad money.
Secondly, enterprises that have been “deeply ploughed†in the battery industry must use their own market experience and capital advantages to introduce and digest foreign advanced technologies, adhere to the “global talent introduction†and “global research and development layoutâ€, and accelerate the mastery. The speed of the core technology.
"In the big waves, the real ones will be those that have the ability to innovate, master the core technology, and have a brand effect." This is another view of Chen Qingtai in this year's China Electric Vehicles 100 People's Summer Forum. The author believes that China's power battery industry needs to cultivate such a good enterprise. The opportunity is in front of us, and the power battery is strong, so the new energy automobile industry is strong.
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