Accelerating the layout of new energy vehicles in multiple regions presents a trend of agglomeration development
2023-08-30
The explosive growth of the new energy vehicle industry in recent years has attracted multiple regions to compete for layout, introducing industrial policies and support plans, improving the construction of supporting facilities, and laying out intelligent network connected new tracks. The new energy vehicle industry has shown a trend of agglomeration development. BYD's 5th new energy vehicle was recently taken offline in Shenzhen, becoming the world's first automotive company to produce 5 million new energy vehicles. According to He Zhiqi, Senior Vice President and Chief Operating Officer of Passenger Cars at BYD, over the past 20 years, BYD has invested over 100 billion yuan in research and development funds, mastering core technologies in the entire industry chain of new energy vehicles such as batteries, motors, and electronic controls. BYD was born in Shenzhen, a fertile land for the new energy industry. At present, there are 24000 new energy and digital energy enterprises in Shenzhen, forming a comprehensive industrial chain ecosystem that integrates research and development, production, and sales, from positive and negative electrode materials, electrolytes, battery separators, to finished power battery manufacturing, from new energy vehicle motors, electronic controls, electric assemblies, supporting charging facilities, to vehicle manufacturing. The new energy vehicle industry in Shenzhen has formed a large-scale, ecological, and clustered development pattern relying on market first mover advantages and strong policy support, "said Li Enhan, deputy director of the Tongzheng Digital Economy Research Center of China (Shenzhen) Comprehensive Development Research Institute. Wuhan is vigorously promoting the high-end new energy vehicle race track. On August 19th, the Mengshi Technology Smart Park of Dongfeng Company located in Wuhan Economic Development Zone opened, and the Mengshi 917 model entered the mass production stage. According to Cao Dongjie, CEO of Mengshi Technology, "Mengshi Technology Park covers an area of 476 acres, with a total investment of 6.3 billion yuan in research and development and park construction. Supporting facilities such as office buildings and experience centers, off-road experience tracks, and test tracks will be built, and the first phase of the plan will achieve an annual production capacity of 20000 vehicles. At present, Wuhan Economic and Technological Development Zone has gathered 9 complete vehicle enterprises, 13 complete vehicle factories, and more than 1200 automobile parts enterprises, with a total vehicle production capacity of 2.5 million vehicles, including 1.46 million new energy vehicles, forming a complete layout of "traditional components+three electric+software+chips", covering power systems, body systems, chassis driving systems, intelligent cabin systems, electrical systems, etc. The rapid development of the new energy vehicle industry is inseparable from the improvement of supporting infrastructure. In terms of the shortcomings that constrain the popularization of new energy vehicles, the issue of charging is an insurmountable obstacle. Shenzhen will take the lead and accelerate the construction of a new energy vehicle overcharging network to help build a new type of electric travel energy infrastructure. He Bo, Vice President of Huawei Digital Energy Technology Co., Ltd., introduced that the overcharging demonstration station jointly built with the Shenzhen Power Supply Bureau of China Southern Power Grid adopts innovative liquid cooling technology, and the maximum output power of the terminal can reach 600 kilowatts, effectively solving the problems of traditional charging infrastructure. Currently, Shenzhen has built over 190000 charging stations of various types, and will strive to reach 600000 by the end of the 14th Five Year Plan period. Thanks to the comprehensive charging and swapping infrastructure, the electrification rate of public transportation, taxis, and ride hailing in Shenzhen has reached 100%, and the electrification level in the public transportation sector ranks first in the country; The penetration rate of new car electrification exceeds 60%, ranking first in the country. Intelligent networking is the main development direction of the new energy vehicle industry and one of the important advantages of new energy vehicles. Adapt to numbers in multiple places
Edit：Hou Wenzhe Responsible editor：WeiZe
Source：economic daily
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