As we all know, the automobile industry has gone through more than 100 years of ups and downs, and traces its roots. In fact, the history of electric vehicles is not shorter than that of internal combustion engines. As early as the beginning of the 20th century, electric vehicles have always been the protagonist of the market, and they are welcomed by the upper class. Until the Ford Model T drastically lowered the cost of traditional fuel vehicles, electric vehicles gradually withdrew from the historical stage.

"Internet +" new energy vehicles will subvert the industrial development pattern

Figure 1 Electric car being charged a hundred years ago

In recent years, with the increasingly severe environmental and energy issues, the development of new energy vehicles has once again been put on the agenda. Major countries have increased their policy support for the development of new energy vehicles and formulated clear and slightly radical promotion. plan. Major auto manufacturers are also aware of the importance of developing new energy vehicles, and have intensified product development and promotion. New energy vehicles have ushered in another development boom and presented the potential to subvert the auto industry.

Table 1 Major National New Energy Vehicle Promotion Plan

"Internet +" new energy vehicles will subvert the industrial development pattern

From the structural point of view, the number of electric vehicle parts is only about one-tenth that of conventional cars, and the vehicle structure is simpler. The parts of the engine, gearbox and fuel power that must be equipped in the traditional car are simplified or cancelled by the electric vehicle. This also provides the possibility for companies outside the industry to enter the field of complete vehicle manufacturing with higher technical thresholds.

From the perspective of development momentum, new energy vehicles, like the smart phones in the initial stage of the year, bear the heavy responsibility of subtly changing consumer perceptions and usage habits. The roads are long and strong, but the development prospects are broad. Recently, Tesla Model 3 was released. In just one week, the booking volume exceeded 270,000 units, far exceeding expectations. This hot situation can not help but remind people of the grand occasion of Apple iPhone 4 when it was released. From the development prospects, Model 3 It is expected to become a symbolic product for new energy vehicles to create demand from the supply side, and is expected to replicate the growth path of smart phones and detonate the demand for new energy vehicles.

At the same time, under the impact of the "Internet +" wave, the traditional industries such as communications, retail, and manufacturing have undergone tremendous changes. The combination of the Internet and traditional industries has also promoted the reshuffle and upgrade of these industries. Due to the high technical and financial barriers in the automotive industry, the impact on the Internet is relatively small at present. However, the development of new energy vehicles is changing the status quo. Internet companies such as LeTV, Baidu, Ali, and Tencent have launched plans to build cars. . In view of the inherent advantages of new energy vehicles with deep integration with the Internet and information technology, I believe that "Internet +" will promote the development of new energy vehicle industry in the following two aspects, and is expected to subvert the development pattern of the automotive industry:

On the one hand, with the gradual penetration of Internet thinking, new energy vehicles will become an important part of the energy Internet in the future. Jeremy Rifkin's "The Third Industrial Revolution" has integrated electric vehicles into the grid as one of the important pillars of the energy Internet, because electric vehicles have both vehicle characteristics and energy storage during idle periods. The device is used and can communicate with other power equipment during charging and discharging, thus becoming an indispensable component of the energy Internet closed loop. In the process of energy Internet reshaping the entire energy value chain, new energy vehicles are expected to promote the automobile. The industry is accelerating change.

On the other hand, new energy vehicles will become another mobile terminal after smartphones, further subverting the automotive industry. The integration of the Internet into the automotive industry has become the trend of the times. The development of new energy vehicles and smart cars has opened up the gap for the Internet industry to enter the automotive industry. Given the innate advantages of Internet companies in big data, communications and artificial intelligence, it is bound to acquire pure electric rides. Based on the premise of vehicle production qualification, the intelligent networked car will be further deployed, and the deep integration and common development of new energy and intelligent networked vehicles will be realized. New energy vehicles will become another mobile terminal after smart phones and will be improved by Internet thinking. User experience, driverless, car sharing, etc. are also expected to take the lead in the new energy automotive industry. Under this circumstance, the younger generation growing up under the Internet will become an active supporter of new energy automobile products. If Tesla is compared to Apple, then the birth of Xiaomi, Huawei and Meizu in China's automobile industry is just around the corner!

In summary, I believe that under the "Internet +" wave, everything is possible. In the past, the unbreakable taxi industry was subverted by Uber, Didi, etc., and the new energy vehicle has its innate nature with the Internet. Advantages will inevitably become the hand of God to promote the transformation of the automotive industry!

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