2011年11月28日星期一

Chinese electric car industry stumble factor analysis


In large cities such as Shanghai, China, do not often see people riding a motorcycle. Subway station or shuttle them around in the streets as the black car drivers, or driving a retro side of the three-wheeled motorcycle, Harley-Davidson car, only to envy in the eyes of pedestrians are met. Part due to their rarity local government policy. For safety and air quality considerations, policies, or prohibit motorcycles on the road, or greatly reduce their number. But another reason is the motorcycle facing very stiff competition, on the one hand from a higher degree of safety bicycle  continue to cause traffic congestion from the other car.
Meanwhile, the electric bike is a lot of bike lanes and took to the streets of China. Although China's bicycle ownership rate is much higher, about $ 470 million, but we can not deny the popularity of electric vehicles. The number of electric cars has been steadily increasing and now has reached 120 million, 5.2 million more than last year.
Now, however, the electric car industry was standing at a crossroads: with a group of similar local industry, which is a highly fragmented and inefficient industry. Moreover, the urgent need to improve the industry needs new markets abroad. And now it is largely dependent on domestic sales. According to the China Bicycle Association's statistics, by 2010 China's electric vehicle production was 29.5 million, including 585,000 for export. "Electric Bicycle Global Report", said the number of electric vehicles sold worldwide, about 29 million, the U.S. and Europe accounted for only 80 000 and 102 million.
Accelerated growth so far, one after another emerging obstacles, limiting the growth of Chinese electric car industry. For example, Shanghai in 1996 to prohibit the use of small gasoline-powered motor. Today, Shanghai street motorcycle or else the internal combustion engine fueled by liquefied petroleum gas, or else out on the floor of the license.
Municipal and Environmental Engineering, University of Tennessee Professor Cherry that, in addition to many cities ban motorcycles on the road, other factors include the 2003 "SARS", people no longer fear of being infected by bus and the subway; new housing and employment policies for longer distance commuting; the increase in disposable income; road more, and better roads, and so on. Since many people still can not afford a car, electric car into a working-class "Cadillac." This vehicle is equipped with a removable battery, charging at home or the office is very convenient. They are more like small motorcycles, and are classified as non-motor vehicles, so not many cities' Mount limit order "constraints.
Meanwhile, the electric car industry into too many competitors. Chinese electric car manufacturer claims to have more than 2,600, but most just buy from other manufacturers simply assemble the parts. Only 60 or so is the real manufacturer.
Highly fragmented market, general manager of Florida eCycleElectric Consultants Benjamin (Ed Benjamin) said, For this reason, the electric car industry in recent years has been mergers and acquisitions, he predicted it will become a trend. As a veteran of the U.S. bicycle industry, a 30-year veteran, Benjamin said: "I think this will continue until each province of twenty-three large enterprises and small businesses."
Others are not so optimistic. "The current fragmentation of the industry, there are more companies continue (influx)," Business Administration from the University of Tokyo professor Masatoshi Kojima concluded. He is also Creative Management Research Center, University of Tokyo researchers. "The key is to change this situation the need for more Chinese consumers high-quality products, including electric cars." To improve market access.
At least for the vast majority of Chinese electric car manufacturers, the change of power is almost non-existent. Electric vehicles in the domestic market, with very few foreign producers to compete, so the more easier to maintain the status quo, but at least in the short term but also more profitable.
However, like other industries, and China, if the electric car manufacturers not to "value chain" moving upstream and improve product quality, the industry is likely to decline. Benjamin warned. "Quality, in particular, to maintain consistent quality is a big problem." He said. "China has a lot of traders believe that the way to make money is to compress material costs, which leads to low product quality, user dissatisfaction, who is very set in lowering product costs. For Chinese businessmen, this is a good deal."
Duke University Center for Global Change and technology policy analyst Yang said: "There are cultural factors mainland as long as Chinese consumers prefer low-cost rather than quality, the quality of Chinese products will not improve . "
Explore the underlying causes of poor quality job attract foreign customers. "Ready-made, designed for the Chinese electric vehicle market usually does not work," said Cherry, University of Tennessee. "The U.S. side, many companies import the entire cabinet of Chinese electric car, but usually do not meet U.S. safety standards, the quality is low.

没有评论:

发表评论