Source:People’s Daily Online-People’s Daily
The electric cars on the streets of Paris, France are charging. Image China
Electric vehicles have outstanding features such as high efficiency, energy saving, and zero emission . Many countries have actively introduced relevant industrial policies and regulations to improve the electric vehicle industry chain, accelerate the promotion of electric vehicles, and promote low-carbon and environmentally friendly travel.
The recent report released by Strategy&, a consulting agency under PricewaterhouseCoopers, predicts that by 2030, the number of new electric vehicle registrations in the EU, the United States and China will exceed 17.4 million, accounting for The share of total sales is close to 27%. Driven by multiple factors such as reducing energy consumption and coping with climate change, many countries regard the promotion of the development of the electric vehicle industry and the realization of green transformation as a new growth point that will stimulate the sustained economic recovery.
Electric vehicle sales have become a bright spot in the industry
In the context of the global auto industry’s sluggish performance, the sales of electric vehicles have grown against the trend and become a bright spot in the development of the industry.
The latest report released by the European Alternative Fuel Observation Organization stated that the sales of electric vehicles in Europe will exceed the 1 million mark in 2020, a three-fold increase from 2019, and the market share of electric vehicles will increase from 3%in 2019. To 10%. PricewaterhouseCoopers predicts that in 2035, electric vehicle sales will account for 67.4%of the European auto market.
Data shows that in 2020, Germany is the world’s third largest electric vehicle market, with sales of pure electric vehicles exceeding 19.4 Million vehicles. The number of registered pure electric vehicles and plug-in hybrid vehicles in the UK increased by 185.9%and 91.2%, respectively, against the trend. Ireland new electric and hybrid vehicle sales bucked the market, up 14.4%and 16.1%year-on-year respectively. The sales volume of electric vehicles in Norway is close to 77,000, accounting for 54.3%of the total sales of new vehicles, making it the first country in the world to account for more than half of the annual sales of electric vehicles. The sales volume of new energy vehicles in France was 185,300, a year-on-year increase of 201.34%. In Japan, hybrid vehicles, electric vehicles and other non-traditional gasoline vehicles account for about 40%of new passenger vehicles currently sold, and hybrid vehicles are the main ones.
China is the world’s largest electric vehicle market, accounting for about 50%of global electric vehicle sales. According to data from the China Industrial Automobile Association, as of the end of 2020, the number of pure electric vehicles in China is approximately 4 million, an increase of approximately 900,000 units year-on-year.
Major auto companies have accelerated the pace of research and innovation of electric vehicles. BMW recently announced that it will transform its German plant to produce electric vehicles and related parts. BMW Company CEO Oliver Zipze said that BMW plans to electrify 20%of its vehicles within 3 years; 2020 Tesla has produced more than 500,000 electric vehicles, a 36%increase from 2019; General Motors CEO Mary Bora Said that by 2025, it will invest 20 billion US dollars in electric vehicles and battery technology. GM also plans to launch 20 electric vehicle models by 2023.
Relevant support policies continue to be introduced
Due to the tightening of global environmental protection standards and increasing consumer demand, many countries have introduced industry support policies to support the research and development of electric vehicle technology, and further promote the entire electric vehicle industry Chain and ecological construction.
The European Automobile Manufacturers Association recently issued a report stating that according to the EU’s regulations on automobile exhaust emission standards, from 2021, the average carbon dioxide emissions of new passenger cars in the EU shall not exceed 95 grams per kilometer , By 2025 and 2030, it will need to be reduced by 15%and 37.5%respectively on this basis. In this regard, European automakers have successively announced investment plans to switch to electric vehicles, and the EU and member states have also provided relevant policy support.
In 2020, Germany has increased its subsidies for new energy vehicles. Consumers who purchase pure electric vehicles and plug-in hybrid vehicles of less than 40,000 euros can enjoy 6000 euros and 4500 respectively. Government subsidies in Euros have increased the subsidy amount by 50%; models with a car price higher than 40,000 Euros will receive 5,000 Euros and 3750 Euros per vehicle respectively. In addition, Germany also plans to build 1 million electric vehicle charging piles nationwide by 2030.
The French Automobile Manufacturers Association (CCFA) stated that the French government has provided billions of euros in aid to the auto industry. If car owners replace old cars with high carbon emissions with new or used cars that meet current carbon emission standards, they can receive subsidies of up to thousands of euros. The French government has extended this incentive plan until July 1, 2021 to boost the auto market.
In order to meet the zero-emission environmental protection goal, the UK ban on the sale of gasoline cars and trucks will be advanced to 2030. The British government will invest 2.8 billion pounds to build charging piles and expand battery production to promote electric vehicles on a large scale.
At the end of last year, the Japanese government issued a”green growth strategy” for a decarbonized society in 2050, vigorously promoting the transition from gasoline vehicles to electric vehicles. The Ministry of Economy, Trade and Industry of Japan has positioned battery-related industries as strategic industries and will promote the development of next-generation”all-solid-state batteries” practical technology that can travel long distances on a single charge. In addition to ensuring stable access to materials such as cobalt, the Ministry of Economy, Trade and Industry of Japan will also provide support in improving the domestic battery supply chain.
Continued to continue the growth trend
Analysis of industry insiders, judging from the current development trend, the global electric vehicle market will still show a strong growth trend in 2021. On the one hand, the policy environment of various countries to support the development of the electric vehicle industry is getting better; on the other hand, traditional car companies and new car manufacturers continue to improve their products and industrial chain layout, and consumers’ acceptance of new energy products is also constantly improving.
A number of research companies such as the automotive industry consulting agency ABI believe that the construction of smart cities will accelerate the popularization of electric vehicles. With the development of smart technology, the automotive industry will take a series of measures, such as creating a zero-emission zone and only allowing electric vehicles to enter certain specific areas, to improve air quality and people’s lives.
Some experts said that with the changes in the forms and consumption patterns of the automobile industry in various countries, the automobile, transportation, information and communication and other industries are mutually empowered. In the future, the integration and development of cross-industry and cross-field will become electric A major development trend of automobiles.
A few days ago, Baidu officially announced the formation of a smart car company, and Geely Holding Group has become a strategic partner of the new company. The newly formed smart car company will integrate artificial intelligence, Internet technology, autonomous driving and the manufacturing technology of traditional car companies. Prior to this, Internet giants such as Tencent, Amazon and Google have also entered the field of car manufacturing or invested in electric smart car startups.
While the electric vehicle industry is developing rapidly, it still faces many challenges, including insufficient infrastructure, short cruising range, long charging time, and safety to be improved.”Nihon Keizai Shimbun” reported that battery technology still needs a breakthrough. At present, the electrolyte of lithium batteries used in electric vehicles is flammable, and there are hidden dangers of ignition and leakage. Although solid-state batteries with high energy density can overcome these shortcomings and achieve longer battery life, they have not yet achieved mass production and have high cost issues.
The insufficient number of charging piles and uneven distribution are also a major pain point facing the development of the electric vehicle industry. Mark Whitma, Director General of the European Automobile Manufacturers Association, told reporters that according to current trends, the severely lagging charging infrastructure is bound to become a major constraint to the rapid development of the electric vehicle industry.
(Brussels, Washington, Tokyo, Beijing, January 21)
“People’s Daily” (version 16 on January 22, 2021)