New energy auto industry expects to break into the butterfly


After more than 30 years of rapid development, China’s economic growth seems to have entered a bottleneck period. Accompanied by increasingly prominent environmental issues such as environmental pollution and atmospheric pollution, more and more investors and consumers have begun to question the past. The Economic Development Mode of "GDP Theory". At the moment when the issue of food and clothing has been fully resolved, consumers have begun to demand higher quality of life. No matter whether it is the Shanghai World Expo GM’s prospects for new energy vehicles or earlier investment from Buffett’s investment in BYD, it shows that all sectors of the society have high expectations for new energy vehicles. However, there are many factors that plagued new energy vehicles, such as high cost issues, technical problems, and supporting facilities after large-scale production. At the same time, in recent years, the A-shares have also overwhelmed the concept of “new energy vehicles”. However, the dismal sales of new energy vehicles in the past two years do not seem to be able to break away from the embarrassing situation of the disengagement of theory from practice.

However, in the United States across the ocean, new energy vehicles seem to be taking their own path. It is worth noting that the cost of traditional car consumption in the United States is much lower than in China. Whether it is the car sales price or the cost of gasoline, there seems to be no reason for American consumers to give up their preference for traditional cars. But even in such a “bad” market environment, Tesla still achieved respectable results: Tesla spokesperson had previously stated that it expects to sell at least 4,750 Tesla ModelS in the United States and Canada in the last quarter.

The success that Tesla is achieving in the United States also gives a good inspiration to the domestic new energy automobile market: pure electric vehicles full of sense of design and innovation can still occupy market segments.

Of course, Tesla's current progress is by no means easy. Just five years ago, Tesla was still a bankruptcy company. At the time, Tesla had only the last few dollars left in its operating funds, if it were not the insistence of Tesla's founder and CEO, Elon Musk. Tesla will not go to this stage today. And last year, Tesla lost nearly 400 million U.S. dollars. From this point of view, Tesla's growth curve is strikingly similar to that of domestic new energy auto companies. In the past two years, BYD, the domestic leader in new energy vehicles, has experienced sharp declines in performance and has been questioned by investors. Always hovering in the low post.

Fortunately, in the past year, despite the difficulties, new energy vehicles have still achieved significant development in China. Nowadays, many new energy vehicles have appeared on the Chinese market. For example, in terms of passenger vehicles, BYD's pure electric car E6, dual-mode electric car F3DM, electric bus K9; JAC's pure electric car love, hybrid and Yue; SAIC's E50; Changan car's pure electric car Benben Love, E30, hybrid vehicles Jiexun, Zhixiang; Beiqi E150; Zotye E5008EV and so on. In addition, auto manufacturers such as FAW, Dongfeng, Chery, Geely, Brilliance, and Haima are all interested in developing new energy vehicles. In terms of passenger cars, manufacturers such as Foton, Ankai, Yutong, and Jinlong are at the forefront.

Overall, China's new energy automotive industry has just begun, there are still many problems that need to be resolved. In terms of technology, the most important issue is the safety, cruising range, and stability of electric vehicles. This is a problem that any new thing will encounter. The solution to the problem can only be achieved through the government's lead promotion and the accumulation of experience so that these problems can be gradually solved. In addition, through the promotion of the government, it is necessary to establish related facilities such as charging, and make it suitable for the promotion of the private market, so as to resolve the fact that most of the current sales of new energy vehicles rely on government procurement.

The good news is that the government has spared no effort in promoting new energy vehicles. Recently, Niu Jinming, director of the Beijing New Energy Development Promotion Center, disclosed that the current revised version of Beijing's policy of encouraging private purchase of new energy vehicles has been completed. The new policy eliminates the need for private purchases of electric cars to buy conventional models. It is reported that Beijing will push for private purchases of 30,000 electric vehicles within three years, and may adopt a "buy car delivery" model, so that the property of charging piles belongs to consumers. In addition, Beijing said that it will launch a promotion plan for 5,000 new energy passenger cars this year, and stated that it includes private consumption and the construction of 6,000 charging piles.

According to incomplete statistics from China National Automobile Association, in the first quarter of 2013, China produced a total of 2,991 new energy vehicles, of which 2,691 were pure electric vehicles, an increase of 62.6% compared to the same period last year; 3,175 new energy vehicles were sold, including pure electric vehicles. 2874 vehicles, an increase of 57% over the same period last year. The production and sales of pure electric vehicles have achieved rapid growth. In terms of plug-in hybrid production and sales, 300 vehicles were produced in the first quarter and 301 were sold. PricewaterhouseCoopers predicts that the market share of global hybrid and electric vehicles is expected to reach 6.3% by 2020, which is much higher than 1.7% in 2011. In 2020, China becomes the market leader in electric vehicles. In the face of strong support of official policies and huge market potential, the new energy automotive industry has gradually become closer to the final breakthrough.

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