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Mobile WebSiteThe first quarter of 2018 is about to pass. From the current trend, we believe that in 2018, the new energy automobile market will have the following changes: Pure electric SUV will become the new darling of the market, power battery recycling will become a hot spot, and new energy vehicle companies will be comprehensive Entering the field of travel and driving unmanned cars on the road.
Pure electric SUV or new market darling
In 2017, the data of the Federation of Travel Unions showed that the new energy passenger vehicles sold a total of 560,000 vehicles. According to the structure of the subdivision models, the cumulative sales of pure electric A00 models reached 303,000 units, accounting for 53.35%, a cumulative increase of 173. % is the largest market.
However, from 2018, due to adjustment of the subsidy policy and other reasons, in 2018, all major car companies are pushing the longer battery-powered SUVs, but no matter who is better, for now, it belongs to the mini-vehicle. The era is over, pure electric SUV is expected to become the new darling of the market.
However, we believe that although the mileage and comfort are both improved, the pure electric SUV is still higher than the mini electric car in terms of selling price. If the car companies no longer push the mini car this year, this part of the market has a part of It will be transferred to the pure electric SUV market, but another part may be lost to the low-speed electric vehicle market.
Power battery recycling or will become hot
With the rapid growth of the number of new energy vehicles in China, the importance of power battery recycling is becoming increasingly apparent. From the perspective of economic development, the new and energy-harvested power battery recycling business has a broad market prospect. It is reported that, in 2018, the power battery may lead to the first wave of decommissioning. This is also a good opportunity for capital to enter this field. It is expected that the 2018 power battery recycling will become a new investment hot spot.
New energy car companies fully enter the field of travel
At present, the influxes of the time-shared leasing market mainly include automobile companies, car rental companies, Internet companies, and charging facilities and other industrial chain companies. The current dominant position in the travel industry is Internet companies and auto manufacturers.
Currently, there are two main ways for auto companies to invest in the travel sector: self-built projects and investment in internet travel platforms. Of course, a large number of car companies adopt the “two-legged walk” approach. With the implementation of the new energy vehicle integration policy and other reasons, car companies have relatively large destocking pressure, and investment in the travel sector is to help digest car production capacity. It is expected that the investment in new energy vehicles in the field of travel will increase in 2018.
Driverless car or get on the road to test
Recently, Shenzhen City announced the "Guidance Opinions on the Work of the Shenzhen Municipality on Regulating Road Tests for Smart Driving Vehicles" and began public consultation. This is another city following Beijing, Shanghai, and Chongqing that will introduce smart driving test details. Other cities are also eager for smart driving. It is reported that Hangzhou, Zhejiang Province, will soon be on the road for automatic driving test. It will become a closed test site in the future.
Guangzhou and Wuhan also plan to build an unmanned experimental base.
Although Uber autopilot test vehicles have recently been hit by pedestrians to cause death, foreign parties reflect on the future development of smart driving. We believe that this incident will only allow the parties to give more thorough consideration and technical preparation for drones, but this will not change the trend of drones on the road.
