In 2019, Tesla, which accounts for half of the US electric vehicle market, can take the opportunity to swallow more cake? Editor’s note: This article comes from ”
future car Daily “(micro-channel public number ID: auto-time), Author: Zhang.
Source: General Motors official website
Author | Zhang Yi
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Tesla, the birthplace of the United States, has finally begun to concentrate on paving the way for electric vehicles.
According to Bloomberg, the United States plans to deeply adjust the electric vehicle industry chain, with an estimated investment of US$141 billion to achieve a historic shift from internal combustion engines to battery-powered engines.
This plan covers all aspects of electric vehicle technology and aims to improve the integration, scientization and standardization of the entire electric vehicle industry chain in the United States. There is no written content yet. Relevant parties such as domestic electric vehicle manufacturers, charging facility suppliers, and utility companies will participate in improving electric vehicle infrastructure, adjusting charging infrastructure standards, and charging costs.
At present, many auto manufacturers have dozens of new electric vehicles ready to be listed in the plan. However, the plan is constrained by factors such as the number of local charging stations, electric vehicle charging standards, and charging costs. Consulting companies such as McKinsey have pointed out that some places in the United States do not even have charging facilities, which may be the biggest obstacle to the large-scale adoption of electric vehicles in the United States.
This adjustment plan includes the construction of a charging network, the formulation of technical standards for electric vehicle level 2 charging plugs, and level 3 charging plugs to increase charging speed. Bloomberg’s data on the US Department of Energy’s Alternative Fuel Data Center shows that only about one-fifth of the 64,000 car charging plugs in the United States can charge one unit in an hour.The exhausted car is fully charged.
An expert pointed out that the development of the electric vehicle industry in the United States also depends on the development of power facilities, especially the reduction of electricity bills. Due to the different electricity prices set by the national public utility regulatory agencies, electricity prices vary greatly in different regions of the United States. The average price of commercial electricity in the United States is 10 cents per kWh.
Tesla, a global electric vehicle benchmarking company, is an important force in the US electric vehicle market. In 2019, three Tesla models sold 192,200 in the US market, and non-Tesla brand electric vehicle sales totaled only 137,000. Tesla’s sales accounted for 58% of the entire US electric vehicle market.
Electrification of automobiles has become a megatrend in the global automotive market, not only in the United States. The European Union plans to launch a green economic recovery plan that will exempt zero-emission vehicles from VAT, start charging facilities and set up energy-saving power funds. The French government has also announced a 1 billion euro subsidy to encourage people to buy electric cars and hybrid cars, and set a goal for France to produce 1 million environmentally friendly cars by 2025.
Hua Chuang Securities pointed out in a recent report that the global sales of new energy vehicles reached 2.21 million units in 2019, a nearly 6-fold increase from the 369,000 units in 2015, with a compound annual growth rate of 56%. The agency predicts that starting from 2021, the automotive industry will return to the growth track driven by new energy vehicle sales. From 2021-2025, the annual growth rate of global automobile sales will reach 10%, 5%, 5% and 5%, respectively. In 2025, the global new energy vehicle sales penetration rate is expected to reach about 13%-15%.
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