Sino-Singapore Jingwei, October 22 (Wu Xiaowei) Recently, the trend of new energy vehicles and traditional fuel vehicles has formed a strongly differentiating feature, realizing a substitution effect on the fuel vehicle market, and driving the pace of the auto market to transform to new energy.

With the development of new energy vehicles exceeding expectations, what opportunities and challenges will the upstream "three power" system industry usher in?

Opportunity: The development of new energy vehicles exceeds expectations to drive upstream demand

　　Under the "dual carbon" goal, the penetration rate of new energy vehicles continues to rise.

According to the latest data from the China Passenger Transport Association, the wholesale sales of new energy passenger vehicles in September reached 355,000, a month-on-month increase of 14.7% and a year-on-year increase of 184.4%.

　　Luo Junjie, spokesperson of the Ministry of Industry and Information Technology and director of the Operation Monitoring and Coordination Bureau, said on the 19th that the development of new energy vehicles is accelerating. As of the end of September, the production and sales volume exceeded 2.1 million, and the global leadership has been further consolidated.

　　"The development of new energy vehicles this year has greatly exceeded expectations. At the same time, the sales of traditional vehicles are declining." There are 3 million vehicles, which is a big pull to the upstream.

With the vigorous development of new energy vehicles, the "three-electric" system industry has ushered in a positive outlook.

At the "Industry Leader Shenglang" thematic online exchange meeting held on the 21st, industry experts and business representatives discussed trends, breaking industry control costs and improving energy efficiency and other professional issues.

The event was sponsored by China News Service, the new financial media Zhongxin Jingwei.

　　The "three-electric" system includes three parts: power battery, drive motor, and vehicle controller, and is also an important part of new energy vehicles.

Among them, the battery is the heart of the entire "three electricity" system.

　　According to Zhang Xiang, at present, the cost of batteries accounts for about 40% of the cost of new energy vehicles, and the cost of batteries for some high-end models may account for more than 50%.

Coupled with the drive motor and the vehicle controller, the cost of the "three-electric" system can reach 60% of the vehicle's cost, or even higher.

Challenges: rising costs, shortage of chips, and improving user experience

　　However, the rising cost of raw materials and the problem of "core shortage" have become common problems that the industry needs to face.

　　Lai Xuchun, deputy general manager of Shenzhen Changying Precision Technology Co., Ltd., mentioned that taking aluminum as an example, the price per ton has risen from 15,000 yuan to nearly 25,000 yuan this year, an increase of over 60%.

As raw materials, rising prices of bulk commodities are a major challenge for the entire industry.

　　“Due to the rapid development of the entire industry, the supply chain fluctuations, especially the price fluctuations of bulk commodities, are no longer a problem for a company or an industry, and may require the whole society to deal with it together.” Lai Xuchun said.

　　As a well-known problem, the momentum of "core shortage" is gradually alleviating.

　　According to the analysis of the Federation of Travel Services, the recent overseas epidemic has caused a shortage of chips to affect the pace of production, which improved at the end of September.

Self-owned brand traditional car companies and new energy car companies have strengthened their supply chain advantages, effectively alleviated the pressure of chip shortages, and achieved good performance in the growth of production in September compared to August.

　　The official also sent good news.

On the 19th, Luo Junjie said that up to now, the problem of the automotive industry being affected by the shortage of chips is still relatively obvious, but based on various signs, it is expected that the fourth quarter will be alleviated compared to the third quarter.

　　Faced with the problem of chip shortages, Zhang Xiang said that in fact, new energy vehicles do not rely too much on chips, and smart cars are really affected.

　　In addition, Lai Xuchun also mentioned that at the moment, consumers already have the willingness to buy new energy vehicles, and how to improve the user experience has become another major challenge.

Which involves battery life, battery replacement and other issues.

This requires car companies to make further improvements from the perspective of intelligence.

Controlling costs and improving energy efficiency: the key is innovation

　　How should the industry control costs?

The guests pointed out that the key lies in innovation.

　　Taking the most important battery in the "three power" system as an example, the production process involves two levels of innovation.

One is material innovation, and the other is power battery structure innovation.

　　For example, Lai Xuchun said that the ternary lithium battery uses more expensive materials such as high nickel and cobalt.

If the cathode material is replaced with lithium iron phosphate and optimized through structural innovation, it will be possible to reduce costs while ensuring energy density.

　　In fact, in order to reduce costs and increase the right to speak, many auto companies have started to build their own supply chains.

　　Zhang Xiang mentioned, for example, BYD independently developed batteries, Changan, Dongfeng and large battery companies established joint ventures, and Volkswagen and Mercedes-Benz invested in battery companies.

In his view, the mutual penetration of car companies and suppliers is a major development trend in the future.

　　"The development of the'three powers' industry is actually uneven, and the concentration of the battery industry is relatively high. Therefore, some car companies will purchase battery products from multiple suppliers at the same time to allow the suppliers to develop in a balanced manner and maintain the voice of the car companies as the purchaser. "Zhang Xiang pointed out that in the future, capital between large auto companies and large suppliers may infiltrate each other.

　　In order to stand out under the fierce competition, what should "three power" enterprises do?

　　Lai Xuchun believes that the key lies in the core competitiveness of the company.

"For us, it is to do a good job of products, do some innovations in craftsmanship and product structure, and do a good job in manufacturing. I believe that by doing a good job of our own products, the brand value will naturally appear."

　　"One of the most important means to improve efficiency is technological innovation." Zhang Xiang said that in the field of power batteries, the changes in the last one or two years are obvious.

The first new energy batteries used lithium iron phosphate and lithium manganate. Later, after the ternary lithium battery became more mature, it quickly occupied the passenger car market.

After optimizing the lithium iron phosphate structure of blade batteries, in August this year, the installed capacity of lithium iron phosphate batteries surpassed that of ternary lithium batteries.

Technological innovation will help suppliers reduce costs and improve energy efficiency.

In the iterative process of technological innovation, if anyone fails to keep up, they are likely to be at a disadvantage.

(Zhongxin Jingwei APP)

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