Comments: New energy vehicles need to be "open"


Only by allowing more "horses" to run in, it is possible to jump out of the "dark horse." Industry authorities and local governments at all levels cannot manage emerging industries with their old thinking and routines, but must dare to break the shackles of institutional mechanisms and establish an open and equal market environment for corporate innovation. State Council Deputy Prime Minister Ma Kai recently convened new energy sources. At the symposium on the promotion and application of automobiles, it was emphasized that market-oriented, comprehensive measures should be taken to accelerate the promotion and application of the market, and promote the development of energy-saving and new energy automotive industries. He also demanded that local protection be resolutely eliminated and fair competition be promoted to form a unified national market.

As a company founded for only 11 years, Tesla won the third place in new energy car sales in the US market with nearly 19,000 cars. Last year, it was ranked after GM's Vorlanda and Nissan's speech, but its momentum has not only greatly overshadowed it. The top two, but also in the world blowing up a "Tezira whirlwind." One important reason is that Tesla has made use of Internet thinking to build cars and marketing through segmentation of market positioning, and has achieved business model innovation, which has given people a strong expectation for launching a private energy consumer car market.

On the other hand, China's new energy auto industry has not started late, and the government has invested a lot of money, especially in terms of terminal purchase subsidies. Why hasn't it been able to produce companies like Tesla? Some people say that the efficiency of scientific research investment is not high, and some people say that it has not yet formed a set of better business models, and some people think that companies lack Internet thinking, and so on. These reasons are all there, but the more important crux of the matter is that there is no open market competition environment.

The influence of local protectionism cannot be ignored. The Beijing Municipal Commission of Economics and Information Technology and the Municipal Science and Technology Commission released the "Beijing Municipal Demonstration and Application of New Energy Minibus Manufacturers and Product Catalogue" recently, excluding plug-in hybrid sedans, and all aspects of information also show that Beijing is a vehicle manufacturer. The company is not ready to produce such new energy vehicles in the near future. As a result, Shenzhen BYD Qin and the Shanghai Roewe 550 plug-in hybrid sedans were consciously excluded from the subsidy so that netizens joked that BYD Qin “entered the City of London but failed to knock it out”. Open the Beijing Gate."

In fact, during the promotion of new energy vehicles, some pilot cities have explicitly or implicitly formulated local protection measures to support local enterprises or attract foreign companies to invest and settle down. Innovation requires an open environment. If the new energy vehicles are promoted into closed small circles and small interest groups, without adequate and fair competition, how can enterprises be able to have innovative power?

As an emerging potential market, new energy vehicles have a great imagination and are naturally attractive to entrepreneurs and investors. Only by allowing more "horses" to run in, it is possible to leap out of the "dark horse." However, at the moment, various policy thresholds have put it mercilessly outside the door. For example, as early as 2002, Wanxiang Group established Wanxiang Electric Vehicle Co., Ltd. and has always been looking forward to entering the vehicle manufacturing field. However, due to lack of vehicle qualification, Wanxiang can only produce parts and components. Although Wanxiang has already acquired Feisco of the United States at a huge cost, it is still unknown whether China can really get passenger car production qualification in China.

One embarrassing reality is that even if you have a strong capital, advanced car networking technology, or even subvert the traditional business model, if you want to register a company to produce new energy vehicles in China, it will be difficult. It is undeniable that traditional automobile companies have accumulated technology and have "first-mover" advantages in developing new energy vehicles. However, they are also prone to be influenced by thinking patterns, technical path dependence, and existing assets. It is difficult for them to have enthusiasm to make big investments and innovations. Especially in the case of new energy automotive technology and industrialization has not yet achieved a major breakthrough, many traditional car companies instinctively hope that the traditional technology has a longer life cycle in order to gain more profits on the traditional technology track. Because these companies have the right to speak in the industry, they sometimes even influence policymakers and maintain their existing advantages in the market.

Therefore, in the process of developing new industries such as new energy vehicles, the competent departments of the industry and local governments at all levels must not use the old thinking and routines to manage, but must dare to break the shackles of institutional mechanisms and establish a framework for corporate innovation. Open and equal market environment. Only by giving new entrants more opportunities to allow diversified technologies, diversified products, and multiple business models to be fully "competitive" in the market, and even not afraid of "trial and error", innovation will not be stifled in the cradle. Otherwise, we will not only find it difficult to produce Tesla in China. Even if Tesla of the United States comes, we will not be able to play.