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New energy vehicles overcapacity now signs

Xu Haidong, assistant secretary general of China Association of Automobile Manufacturers, said recently that the low-end new energy vehicles have overcapacity. Recently, China Automotive Technology Research Center, a senior expert Huang Yonghe said overcapacity, depending on national policy. After the entire subsidy is canceled in 2020, if other policies can not keep up and the enterprises' models can not be sold, substantial overcapacity may occur.

In 2018, China's electric vehicle market will have 40-50% growth. Xu Haidong predicts that new energy vehicles will have sales of more than 700,000 units this year and over one million vehicles next year. However, he pointed out that due to the low energy consumption in the new energy market The gap between automobile and consumer demand, there have been low-end new energy vehicles overcapacity phenomenon.

The face of excess, the industry does not recognize. They think there is no overcapacity issue as far as the production of new energy vehicles is concerned. Huang Yonghe said overcapacity is a fake proposition, because at present, most of the traditional automobile factory's production lines, traditional cars and new energy vehicles are collinear production, and no new capacity. Only in the powertrain and other 34 different positions, this case, the traditional car's production capacity can be converted at any time.

One way to curb excess is to raise the bar. Experts suggest that on the one hand, emerging car prices should be able to match their capacity planning for production to avoid blind expansion; the other hand, companies should face up to high-end products, tight supply and demand in the industry challenges, improve product quality, Xu Li quality production capacity in order to re-wash in the industry Become an integrator card to avoid going out. Now the most important thing is to seize the time to make new energy vehicles technology and brand accumulation, reduce dependence on industrial policies, give full play to advantages.

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