边锋游戏

新能源汽车投资正当时 车企巨头集体布局电动化
发布时间:2019-10-21 11:36:15

新能源汽车投资正当时 车企巨头集体布局电动化


近两年新能源汽车行业发生了比较大的变化,主要是来自政策由补贴转向双积分,今年以来,新能源汽车行业销量呈现承压的态势,整个行业的融资进入低潮期,在这样的时点上,车企高管和投资人对未来有何看法呢?


投资正当时


“新能源车到了今天,就好像幼儿开始到了初中毕业,还没上高中,电池行业并不是已经进入了成熟期,新能源车作为智能化网联化最好的载体,特别是无人驾驶最好的载体,这个载体现在才是幼儿园边锋游戏,幼儿园初中一平均还是小学。”古惠南表示,“你给他饭吃,他会长得很好,而且越长越漂亮。”


“XINNENGYUANQICHEXIANZAIZHENGCHUZAIDAORUQIDAOCHENGZHANGQIDEJIEDUAN,ZHANXINGYEDEBIZHONGBUDAO5%,DAO10%ZUOYOUDESHIHOUHUISHIGUAIDIAN。”GUHONGDIBIAOSHI,DUIDIANDONGQICHELAISHUO,CHONGDIANWANGLUODENGJICHUSHESHIDEPUJI、ZHENGFUDUIPAIZHAOCHUXINGGUIZEDEJINYIBUZHIDING,ZHEIXIEDOUHUISHIDEGUAIDIANDEFASHENG。


CIWAI,MUQIANCONGZHENGTISHIYONGDECHENGBENLAISHUO,ZHINENGDIANDONGQICHEYURANYOUCHEXIANGBI,YIJINGYUELAIYUEYOUJINGZHENGLI,ZHIHOULIANGNIANYINWEIDONGLIDIANCHI、ZHONGYAOLINGBUJIANDEJIANGBENDENGDENGGUIMOHUAXIAOYING,CHENGBENFANGMIANJIANGHUIGENGJIAYOUXIYINLI。


“CHUANTONGCHEYIJINGMEIYOUTOUZIDEJIHUILE,ERZAIXINNENGYUANCHESHANGTOUZIJIHUIFEICHANGDUO,LIRUKEYITOUZIZHENGCHE、DIANCHI、DIANQUDENG。”ZAIYANGDAYONGKANLAI,ZHEISHIGUOQUDOUMEIYOUDEJIHUI。LIRUDIANCHIHUISHOU,JINRONGDENGDENG,XINNENGYUANDECHENGZHANGFANGXINGWEIAI,GEZHONGGEYANGDESHANGYEMOSHICENGCHUBUQIONG,JIDAJIADETOUZIDAILAILEHENDUOJIHUI,“WOMENZUOXINNENGYUANTOUZIYINGGAIKANDAOCONGSHENGCHAN、YINGXIAO、ZHIZAODAOKEHUZHENGGECENGMIAN,MEIGECENGMIANDOUYOUHENDADEJIHUI。”


ZHANGLIANGSENCONGSHANGYEMOSHIHESHANGYETEZHIDEJIAODUPANDUANXINNENGYUANQICHEXINGYESHIZHIDETOUZIDE,XINCHANPINDUIYUANYOUCHANPINJUYOUXIANZHUDETIDAIXING。


CONGRONGZIJIAODULAIKAN,GUHONGDIBIAOSHI,XIANZAIDEZIBENLAIYUANYUZHIQIANBUYIYANG,LIANGSANNIANQIANHENDUOVC、GUOJIZIBEN、SIMUBAOKUOJINGZICHANBIJIAOGAODEGERENDOUZAIZHUIZHUXINNENGYUANDETOUZIJIHUI,XIANZAIJIGOUZIBENXIANGDUIBIJIAOXIAOXINJINSHEN,GUONEIDEJIJINBIYIQIANYEYAOJINSHENHENDUO。


LINGWAI,GUHONGDIRENWEI,RONGZIDEQIYETOUBUXIAOYINGYUELAIYUEQIANG,ZAIZAOCHEXINSHILIZHONGYINIANBANQIAN,MEIZHOUHUOMEILIANGZHOUDOUHUIYOUYIJIAGONGSIXUANBURONGZICHENGGONG,DANXIANZAIZHANGWEIZHUJIANXIAOSHI,RONGZIDEJUJIAODUFEICHANGGAO,ZUIHOUJIGETOUBUQIYECAINENGXIYINRONGZI。


新能源新格局


边锋游戏ZHIDEZHUYIDESHI,CHULEGUONEICHEQIJUTOUHEXINJIARUZHE,ZHEILIANGNIANQUANQIUCHEQIDEJUTOUYEZAIZUODIANDONGHUADEBUJU,ERQIEYIJINGDAOLEMIJITUICHUDIANDONGHUAZHUANYEPINGTAICHEXINGDEJIEDUAN。


边锋游戏CHEQIGAOGUANRUHEKANXINGYEJINGZHENGGEJUDEBIANHUA,GEJIACHEQIYOUSHENMEYANGDETEZHI,JIAOQITAJINGZHENGDUISHOULAIJIANGYOUNAXIEBUYIYANGDEHEXINJINGZHENGLINI?


对此,古惠南表示,新能源发展到现在第一个显著特征是政策;第二个特征是面向机构,现在大部分车都在给公司用,公司使用回本相对容易,因为里程长;第三个特征是地域,每个地方上有政策下有对策,这个特征决定了新能源车未来的走向。


边锋游戏JULEJIE,ZHENDUIXINNENGYUANDEXIANYOUTEZHENG,GUANGQIXINNENGYUANDEXINNENGYUANTUIJINCELVEHEJISHULUXIANZHUYAOYOULIANGBU,DIYIBUSHIJUJIAOCHUNDIANDONG,XIANZAIHENDUODIFANGGONGGONGCHONGDIANZHUANGLIYONGLVDI,HENDUODIFANGZHAOBUDAOCHONGDIANSHEBEI;DIERBUSHICHANGGUIDIANDONGCHEYIXIAZIQUANBUDIANDONGHUABUXIANSHI,ZAIZHEIZHONGSHIHOUYOUXIAODELIYONGRANYOUCHEHUNDONGHUA,SHIXIANZHENZHENGJIEYOU。


YUGUANGQIXINNENGYUANZAIJISHULUXIANSHANGXUANZECHUNDIANDONG+HUNDONGBUTONG,XIAOPENGQICHEDINGWEISHIJUJIAOCHUNDIANDONGPINGTAIDEZHINENGDIANDONGCHEQIYE。GUHONGDIBIAOSHI,“DUIYUXINSHILIQIYELAISHUO,YUFEICHANGYOUSHILIDECHUANTONGCHEQIXIANGBIYOUYIXIELIESHI,DANYEYOUYIXIEJIHUI,ZENMEYANGZHANGBIDUANSHIWOMENJINGCHANGYAOKAOLVDAODEWENTI”。


GUHONGDIHAICHENG,ZAILIESHIFANGMIAN,XINSHILIQIYEQUEFACHUANTONGQICHECHANGDEPINPAI、QUDAO、ZIJIN、SHILIHEYONGHUDERENZHIDU;DANXINCHEQIMEIYOUCHUANTONGCHEQIDEGULVHEBAOFU,ZHEISHIYAOLIYONGDEFANGSHI。DUIYUCHEDEYANFA,ZENMESHEJIYIGEXINDECHANPIN,ZENMECONGLINGKAISHIYONGZUIHAODEYONGHUTIYAN、JISHUFANGXIANGSHEJIYIKUANBUYIYANGDECHANPIN,XINJIAOCHEQIYEDEBAOFUBIJIAOXIAO,KEYICONGLINGKAISHIZUO,ERBUSHIKAOLVDAOGUOQUDETOURU、GUOQUDETOUZIHUIBAO。


边锋游戏DUIXIAOPENGQICHELAIJIANG,RUGUOYOUJIHUINENGGOUTUOYINGERCHUYIDINGYAODAZAOYIGEXINDEWUZHONG,ZHEIGEXINDEWUZHONGBUSHIJIANJIANDANDANDEZUOYILIANGCHUNDIANDONGQICHE,“YINWEIQICHEDEDIANDONGHUAJIANGZAISANNIANDAOWUNIANNEIBUKENENGBIANCHENGCHAYIDIANHEJINGZHENGBAOLEI,WEILAIYINGGAIZAIZHINENG、WURENJIASHIDENGFANGMIANTISHENGJIASHIZHEDEGANSHOU。”GUHONGDIBIAOSHI,XIAOPENGQICHEXIANGZUOYIGELINGXIANDEDIANDONGQICHEDEXINZAOCHEQIYE,WOMENXIANGDAZAODESHIXINWUZHONG、XINDEJIYIN,CHANGSHIXINDELINGSHOUFANGSHIBINGZHIZAOXINDEYUNYINGQIERU,ZHEISHIXIAOPENGQICHEXIANGZUODESHIQING。


YANGDAYONGBIAOSHI:“MUQIANDUIYUZHONGGUOSHICHANGLAIJIANG,KEXINGDENENGKANDAODEWEILAISHICHUNDIANDONGCHE,WOMENYESHULILEZHEIYANGDEXINXIN,ZHIBUGUODAODIYONGSHENMEYANGDECHUNDIANLUXIAN,DIANCHIDELUXIANHEQITADEXIJIEFANGMIANHUIYOUYIXIEFENZHIHEBUTONG,BUTONGDEQIYEBUTONGDEPINPAIHUIYOUZIJIBUTONGDEXUANZE,ZHEIJIUSHICHAYIHUA。”


“WORENWEI2023NIANZHI2025NIANJIANGHUISHIZHONGGUOXINNENGYUANQICHEBAOFAZENGZHANGDEYUANNIANQUJIAN,JUWOMENSUOZHIHENDUOQIYEBAOKUOKUAGUOGONGSIQUANXINYIDAICHANPINDETUICHUSHIJIANDOUZAI2021NIAN、2022NIANZUOYOU。RUGUO2023NIANZHI2025NIANNENGGOUQIDONGDEHUA,JIUXIANG2000NIANNIANCHURANYOUCHEJIAOCHEJINRUZHONGGUOJIATINGYIYANGSHUNJIANJIUHUIYINBAOZHEIGESHICHANG。”YANGDAYONGBIAOSHI,DUIXINNENGYUANCHEFEICHANGYOUXINXIN,TARENWEIZHIYAODIANDONGCHEJIAGENENGGOUKONGZHIZAIHERANYOUCHEXIANGBIZENGFUBUCHAOGUO20%,CONGZHENGGESHENGMINGZHOUQILAIKAN,MAIXINNENGYUANCHEYIDINGBIMAIRANYOUCHEGENGHUASUAN。


第四届动力电池应用国际峰会CBIS2019

稿件来源: 证券日报
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