Posted 2024-08-11 00:00:00 +0000 UTC
"To a certain extent, any market will inevitably face competition." "But from a longer time axis, from a broader perspective of energy and environment, the growth trend of new energy vehicles in the future will not change," Xu said He said that before 2018, the supply and demand of new energy vehicle testing market is still far greater than the supply, and testing resources are very short. Although China's new energy vehicle market has been sluggish for several months in a row, there are still enterprises that are optimistic about this market for a long time and actively layout it. Recently, during the 17th Guangzhou International Automobile Exhibition, when the number of new cars in the first auto show decreased, the number of new energy vehicles on display was 182, an increase of more than 20% over last year's 150. In addition, according to a recent interview with 21st century economic news, TV South Germany group (hereinafter referred to as "TV South Germany"), a third-party testing and certification agency, opened its Changzhou new energy vehicle testing laboratory, namely south Germany new energy vehicle (Jiangsu) Co., Ltd., this month. This is the company's third global laboratory covering all single body, module and system testing projects after Germany and Canada. It is also the power battery testing base with the largest investment in the world. At the same time, TV South Germany Guangzhou laboratory has also been partially put into operation, and is expected to officially open in the second quarter of 2020. "We see that the market trend of China's new energy vehicles is positive, including model, reliability, export and other aspects." Xu Hailiang, managing director of Nande new energy vehicle testing (Jiangsu) Co., Ltd., told the 21st century economic reporter, "so (demand) is pressing Meijie, we need to speed up investment." Since July this year, affected by other factors, the domestic new energy vehicle market seems to have entered a "pain period". Seen from the data, the sales volume of new energy vehicles has been declining for four consecutive months, and there is no obvious sign of narrowing in the decline. Previous analysis has pointed out that according to the current trend, this year is likely to have the first negative annual sales growth in nearly a decade. However, during the recent Guangzhou auto show, Stephan wollenstein, the CEO of Auto China, said that although it may not be as fast as before, it is still optimistic that the new energy vehicle market will continue to grow in 2020. The company plans to launch 30 domestically produced new energy vehicles by 2025, and achieve the goal of new energy vehicles accounting for more than 35% of the overall product portfolio. To this end, Volkswagen will launch 14 new new energy vehicles by the end of 2019, and hopes to achieve sales volume of 1.5 million new energy vehicles in China by 2025. By 2028, more than half of the group's new energy vehicle sales will come from the Chinese market. On November 26, Fang yinliang, Roland Berger's global partner and vice president of Greater China, pointed out to the 21st century economic reporter that the trend of new energy vehicle market really needs to be divided into long-term and short-term perspectives, and the development prospect of this market is still good in the long run. "No matter China or the world, the medium and long-term policy support is relatively stable. After accumulating for such a long time, in fact, infrastructure, law, user acceptance and other aspects are also further improved. " "It's still a relatively good trend in terms of market fundamentals in the medium to long term," he said In addition, Fang yinliang also pointed out that at present, mainstream car manufacturers have almost started to layout new energy vehicles, and many brands have already or will soon release the latest version of electric vehicles. "So I believe that mainstream manufacturers are beginning to see this as a strategic medium - and long-term focus, and begin to lay out their products with better products." He said. However, in the short term, there are still many disadvantages. "The whole car market is not particularly ideal. At such a point in time, consumers themselves will be more cautious." "If we look at the" short term ", a large number of state-5 discount cars will enter the market during the transition period from the fifth to sixth national standards, which has a high cost performance, which also has a short-term alternative effect on new energy vehicles," said Fang This is also a "shuffle period.". "It's likely that there will be a wait-and-see attitude," he said In this regard, Xu Hailiang told the 21st century economic reporter that the slowdown or even reshuffle of the growth rate of the new energy vehicle market cannot be said to be out of the forecast. "A decline in demand is likely to dampen a lot of demand." According to his analysis, consumers will also choose to wait and see. When considering the purchase options, they will also consider whether the car companies can provide long-term and stable maintenance in the future. In addition, a number of car companies' products will be centralized in the period from 2017 to 2019, which will also lead to the gap being gradually widened. "This gap is bound to intensify competition and may take some time to digest." "To a certain extent, any market will inevitably face competition." "But from a longer time axis, from a broader perspective of energy and environment, the growth trend of new energy vehicles in the future will not change," Xu said He said that before 2018, the supply and demand of new energy vehicle testing market is still far greater than the supply, and testing resources are very short. According to reports, TV Changzhou new energy vehicle testing laboratory in South Germany is planned to be launched in 2017 and 2018. Through site selection, decoration, equipment introduction and personnel in place, as well as the running in of personnel and equipment, it will be officially put into use by the end of 2019. Xu Hailiang pointed out that the launch of Changzhou laboratory is the result of TV Nande's optimistic about China's new energy vehicle market trend. In fact, the company has now arranged its laboratories according to the three regions of North, middle and south, and has selected the nearest location to provide services for customers from the regional geography. While the market of new energy vehicles is hot, some problems and hidden dangers of new energy vehicles have also attracted the attention of the media and the public in recent years. According to the statistics publicly reported by the media, from 2011 to 2014, the number of reported fire accidents of domestic new energy vehicles was 4 or less per year, while from 2015 and 2016, the number rose rapidly to 14 and 29, from 2017 to 2018, the total number was 59, and from 2019 to now, there are 40. According to the analysis of TV Nande, although mechanical, environmental, overheating and electrical abuse are the causes of accidents caused by thermal runaway, there are still many accidents caused by unknown thermal runaway, which poses a great challenge to the safety. Therefore, reliability and abuse testing may be able to find out the potential risk of thermal runaway to a large extent. However, Xu Hailiang also pointed out that although there seem to be many accidents, in terms of the overall number and proportion, the accidents related to the power battery of new energy vehicles are not "as fierce as a tiger". This is more a phenomenon brought about by the rapid development of new energy vehicles. Today's market is still a long way from "balance". Xu Hailiang believes that the outside world's attention to the safety of new energy vehicles is to a certain extent contributing to the market's reversal on the issue of "balance". "That is to say, we should pay more attention to the quality from the earlier quick delivery and listing." "A better, safer, more reliable car can go further," he said. This transformation is an inevitable process for emerging industries. " He pointed out that in a strict sense, the first step for any product to go on the market is to fully develop and verify it. In the automobile or battery industry, it depends on full testing. "With enough or even some extreme tests, simulate some scenarios that may occur to see what consequences the battery may have." He said, "whoever does it well must be safer." But it also brings contradictions. "If we want to do it fully, comprehensively and rigorously, the time to market will be affected." "So we hope to avoid many problems through testing, verification and certification, and help customers achieve a relatively good balance in terms of security and time to market," Xu said He further explained, "this is also a common phenomenon in other industries. The more fully competitive and larger the market, the more important and stable the value of the third party (testing and certification) will be." In addition, according to Fang yinliang, the current monitoring can be divided into two categories. The first is the national mandatory testing, which is similar to the 3C certification of electronic consumer goods, and is the basic security and access testing. Its purpose is to ensure that all products coming into the market in the future meet the basic requirements of national security. The other is market-oriented testing. "Every enterprise needs to test product performance, limit, etc. more or less when doing product development." He said, "on the one hand, the development of new energy vehicles is relatively early, so it is not necessarily that everyone has all the equipment; on the other hand, enterprises such as new power car makers will also borrow external forces to do relevant tests. Therefore, there will be a large demand for market-oriented testing services. "
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