Component subsidies are more important than vehicle subsidies

New Energy Vehicle Subsidy The New Deal is hard to drive the industrialization of the new energy automotive industry. At best, it can only give a shot of stimulants to the weak new energy vehicle market. Technology upgrading and cost reduction of core components such as batteries, motors and electronic controls are Necessary conditions for the development of new energy automobile industrialization.

The reason why "new" new energy vehicles is more reflected in its value chain model with the traditional industry. The traditional vehicle value chain model is basically dominated by vehicle companies. Parts companies are developing and producing to meet the needs of vehicle manufacturers. However, the key constraints of new energy vehicles lie in the core components such as power batteries, drive motors, and electronic control systems. In particular, the technology and cost of power batteries are far from being able to meet the needs of market promotion. Under this background, the new energy automobile industry must break the traditional value model centered on vehicle companies, and place core components such as power batteries in the same important central link of the industrial value chain, and use it as the driving force to promote the entire industry. Technological progress and industrialization of the new energy automotive industry.

As the core component of the power battery company, in the process of industrialization of new energy vehicles should take the initiative to assume the role of industry promoters, as soon as possible from the "whole vehicle company's supporter" to "the leader of new energy vehicles." At present, the power battery company is basically a follower, relying too much on the downstream vehicle manufacturers in the process of formulating the next phase of product planning. The inactivity and inaction of the entire vehicle manufacturer have affected the innovation of the power battery company to some extent. process. The author thinks that we must fundamentally solve the problem of industrialization of new energy vehicles, rely on innovation of business model in the short term, and in the long run, we must rely on the role of power battery companies to change, with “market demand” as the standard rather than “whole vehicle The enterprise requires "as a standard to advance the research and development of the next-generation power battery technology, and on this basis, it will guide the vehicle manufacturers in strengthening the research and development of key technologies such as lighter vehicle body and vehicle control systems.

From the "10 cities in 10 cities" started in 2009 to the "New Policy for Subsidies" that has just been introduced, the country's support is still more in market promotion, and the real subsidy for technological innovation is only the "Technical Innovation Project" issued by the Ministry of Industry and Information Technology in 2012. . The problem with the surface of the new energy automobile industry is that the cost is too high and the market is difficult to open. The deeper problem lies in the defects of the core technology. Subsidies that only stay at the marketing level are tantamount to quenching thirst, and to a certain extent, they also increase the inertia of related companies and inhibit technological innovation. Support for key technological innovation can really play a role in industrial support. Therefore, it is important for the author to call for subsidizing the entire vehicle, but do not forget the key component companies.