The “Golden Age” in the Era of Electric Vehicles

Yesterday, the 25th World Electric Vehicle Conference held in Shenzhen officially ended. The meeting passed the Shenzhen Declaration. This auto show has "more than 800 papers focused on the latest scientific research achievements in energy-saving and new energy vehicles, and 50 companies in participating countries. The demonstration lead role of exciting exhibits such as key spare parts and infrastructure facilities”.

Unlike most auto shows, the electric car show emphasizes the strength of the industry chain, where the vehicle company is no longer the protagonist, but only one of the components. In this auto show, a prominent phenomenon is that manufacturers of vehicles, equipment, parts and materials are gathered together rather than displayed separately.

If it is said that all aspects of the industry chain are still fighting in their own areas of focus, the landmark significance of the Shenzhen Electric Vehicles Conference is that the upstream and downstream of the industrial chain begins to dock on a large scale to jointly find a solution.

Industry lacks joint force At this auto show, BAIC Group is opposite Ocean Motors, and FAW Group is next door to KELIYUAN. As the leading company in the field of motors and batteries, it may be the first time that such a close appearance with the OEM Times, many of which are upstream and downstream partners.

"Now, as a vehicle company, our focus has slowly shifted to the upper reaches. From vehicle manufacturing to system integration, we have to enter key components and materials (domains). If not, we have achieved an overall breakthrough in all aspects of the industry chain. Electric vehicles can't do business on a large scale," said Zhu Jun, general manager of Shanghai Jieneng Automobile Technology Co., Ltd.

The common progress of the entire industry chain has become a consensus of the entire auto show. In fact, whether the electric vehicle industry, which has been placed in high hopes, can achieve the so-called “curve crossing” depends on the strength of the entire industry consolidation.

Taking the field of electrical machinery as an example, Cai Wei, chief technology officer of Beijing Jingjin Electric Technology Co., Ltd. stated that China is three to five years behind the world. Compared with the advanced level in the world, the disadvantages are more obvious. For these reasons, Cai Wei stated that R&D is not a problem at first. The problem is that scale cannot be achieved. The technology in the laboratory does not represent the true level.

Cai Wei said that the strength of domestic corporate R&D investment is very difficult to compare with that of Europe and the United States. "When General Motors developed the Volt, there were 300 engineers in Detroit, and the Chinese company's talent investment in a certain project is usually around 50." Therefore, in the case of low input power, the whole industry chain needs to work together. operation. "For example, in raw materials, the backwardness of our country has also led to the backwardness of the overall motor technology." Cai Wei said.

In addition to motor manufacturing technology, the reduction in battery costs is also a topic of concern for this session of the General Assembly, and the solution to this problem lies in the joint efforts of the industry chain.

"The high cost of batteries is not just a matter of batteries, but is a series of problems, including the upstream and downstream industrial chains. Therefore, the difficulty of solving the battery cost needs to be coordinated in all aspects." said Chen Qingquan, Chairman of the World Electric Vehicle Association and an academician of the Chinese Academy of Engineering. .

Regarding the price of battery commercialization, at the conference, Ouyang Minggao, director of the China National Laboratory of Automotive Safety and Energy, and a professor at Tsinghua University, said that in the next five years, it will be reduced to 1.5 yuan per watt-hour.

Standard itch is how to make battery prices drop by half without major breakthrough in technology. In addition to finding solutions from upstream and downstream industries, the other way is to increase the scale.

According to the development plan for electric vehicles in China, the number of electric vehicles in China will reach 1 million in the next five years, and the production capacity of power batteries will reach 10 billion watt-hours. The entire vehicle manufacturers and parts suppliers will expand in geometric progression. In the market, gain business opportunities.

However, the situation is not so simple. A person from BYD told reporters that the uncertainty of technical standards in various countries will make the road to scale difficult. “Our car can be recharged in Shenzhen, but it can't be recharged in Shanghai because the charging standard is different. So, you let us promote on such a large scale. Now it's so difficult for 5 cities to have unified standards. How can we promote it nationwide in the future? What?"

In June this year, the European Union formed a unified standard for charging posts, while the United States set an earlier standard. In the blank period before the establishment of relevant technical standards in China, industrial alliances were used as a way to unify industry standards. The relevant coalitions have been set up by local governments including the China Automobile Association and the State-owned Assets Supervision and Administration Commission of the People's Republic of China, as well as Chongqing Municipality and Beijing Municipality. However, it seems that the industry alliance has not reached an agreement on standards.

Taking the charging facility as an example, the State Grid and China Southern Power Grid, both of which belong to the State-owned Assets Supervision and Administration Commission Central Enterprises Alliance, have implemented their own standards in their respective “spheres of influence”, looking for their own supporting suppliers and developing their own downstream vehicle companies.

"As the coalition is loose, whoever says, whoever says it, it is actually loose and it is difficult to form a synergy. Because there is no strong bond of interest and relationship, the central enterprises are all independent." Director Zhao Hang said.

The incompatibility of technical standards has become a bottleneck that restricts scaled operations. Ouyang Minggao said that the drafting of technical standards is currently being promoted by the state and that China will draft more than 100 technical standards in the next five years.

Zhang Zhihong, deputy director of the High-tech Division of the Ministry of Science and Technology, also said at the meeting: “The national planning is under development. The Ministry of Science and Technology and the National Development and Reform Commission are all working out. However, at different levels, electric vehicles have become the country’s 12th Five-Year Plan. "The new plan will involve all areas of new energy automotive applications.

The establishment of national technical standards is expected to solve the current scattered situation in the new energy field.

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