New energy opportunities, parts and components companies can also be "difficult"

2010 is the first year of development of new energy vehicles. The development of new energy vehicles naturally means a new development opportunity for auto parts companies. However, the current bottleneck of automobile development still exists. For example, the cost does not have an advantage, the charging station infrastructure is lagging behind, and key components and technologies are still not closed. Large investment and small breakthroughs have made many auto parts manufacturers “distracted”.
At present, China's concept of new energy vehicles is confusing. Energy-saving and new-energy vehicles in traditional cars are often confused. In the past two years, the Ministry of Commerce inspected that they are engaged in new energy vehicles. In fact, they are engaged in energy conservation of traditional vehicles, which can save 90% of the oil. It is estimated that it will be put on the market in 2010. The vehicle control system, battery control system and motor control system are the three core control systems of the new energy electric vehicle. They are also the three key technologies for technological breakthroughs, and the new energy vehicles have made little breakthrough in the technology of such parts.
With the promulgation of the "Automotive Industry Adjustment and Revitalization Plan" at the beginning of 2009, the new energy vehicle policy strategy shifted to pure electric vehicles. On the basis of continuing to maintain the "three verticals and three horizontals" pattern, the latter two of the "three horizontals" were emphasized. Horizontal, that is, the motor and its control system and battery and its management system. At present, there are 24 enterprises and 47 new energy automobile products listed in China's production enterprises and products announcements, including electric vehicles, hybrid vehicles, etc., and new energy vehicle industry bases based on electric vehicles are blooming all over the country. In the capital market, some companies such as batteries and motors in the electric vehicle industry chain have been sought after.
What deserves special mention is that China's component manufacturers cannot blindly pursue the huge potential of the new energy industry. Instead, we should consider the company's own financial strength and technology research and development strength, and plan to invest in the tide of new energy industry. For those companies that are under-funded, they can focus on the research and development of traditional automotive energy-saving parts and components. In fact, some key technical levels of traditional cars will still largely determine the level of development of hybrid vehicles. Although the hybrid electric vehicle has increased the electric motor as a power source, the conventional internal combustion engine still needs to play an important role. Therefore, in addition to the continuous exploration of new technologies such as motors and batteries, it is equally urgent to improve the key technologies inherent in conventional vehicles such as automatic transmissions.
“If traditional energy vehicles do not work well, it is unrealistic to expect to achieve a one-step leap in new energy vehicles.” Miao Wei said, “We are paying attention to the development of new energy vehicles, and don’t forget the traditional energy vehicles. Energy conservation and consumption reduction, this piece has a lot of space, mature technology, and ready-made products." From this point of view, component manufacturers should make rational choices under the premise of correctly understanding the investment in the new energy market. . The energy-saving construction of traditional vehicles and the research and development of new energy vehicles will simultaneously test Chinese auto parts manufacturers.
 

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