New energy vehicle industrial parks are blooming everywhere, and there is a great tendency to race the ground

According to incomplete statistics, in May alone, there were nearly ten news about the construction and expansion of new energy vehicle industrial parks in various places
.
Coupled with the information on the start of construction of new energy vehicle industrial parks that have been released one after another, since 2015, as many as 30 new energy vehicle projects have been planned or under construction across the country, with a total investment of more than 100 billion yuan
.
Most of these new energy vehicle construction projects exist in the form of "new energy vehicle industrial parks" and show a trend
of blooming everywhere.

Guangdong Electric Vehicle Chamber of Commerce reached a cooperation consensus with Shunde and Britain and Germany, and signed the Framework Cooperation Agreement on the Joint Construction of Guangdong's First New Energy Electric Vehicle Industrial Park.

At the annual meeting of Guangdong Electric Vehicle Chamber of Commerce and New Energy Industry Exchange held on May 21, 18 electric vehicle companies signed a letter of
intent to enter the park.
Prior to this, on May 17, Ganzhou Economic and Technological Development Zone in Jiangxi Province was awarded the title of "Jiangxi New Energy Vehicle Power Battery Industry Base" by the Jiangxi Provincial Commission of Industry and Information Technology
.
On May 8th, Guizhou Guian held hands with FDG Group and held a signing ceremony for the new energy vehicle ecological industrial park.
.
.
The list goes on
.

According to the National Bureau of Statistics, in April this year, 47,000 new energy vehicles were produced, a year-on-year increase of 135%.

From January to April, automobile investment was 297.
9 billion yuan, an increase of 17%, of which private automobile investment was 233.
4 billion yuan, an increase of 23%, accounting for 78%
of automobile investment.

Relevant people said that these newly built new energy vehicle industrial parks may be key investment projects for local governments to target the boom of the new energy vehicle industry and drive the local economy; or self-help for some enterprises that have entered the "yellow card" warning list of the Ministry of Industry and Information Technology
.
The supporting power battery projects have also begun to invest in new projects, and the competition pattern is becoming more and more fierce
.
Relevant people said that according to past experience, when the industry develops rapidly, enterprises will focus on capacity expansion, but will ignore the accumulation and breakthrough of basic technology, which is not a good thing
.

Since 2015, as many as 30 new energy vehicle projects have been planned or under construction across the country, with a total investment of more than 100 billion yuan
.
Most of these new energy vehicle construction projects exist in the form of "new energy vehicle industrial parks" and show a trend
of blooming everywhere.

Chen Qingtai, chairman of the China Electric Vehicle 100 Association, said bluntly, "Even if we surpass foreign countries in terms of market scale, we have not made efforts
at the technical level.
" Chen Qingtai described it as "the radish is fast and does not wash the mud"
.
Due to the overheating of the new energy industry, while the original related enterprises have expanded rapidly and even opened up the upstream and downstream, they have also attracted a large number of new enterprises
entering this industrial field.
Problems such as mixed fish and dragons, weak technical foundation, lack of talent team, insufficient industry experience, and poor industrial chain integration ability are inevitable
.

Taking the power battery industry as an example, although the rapid expansion of the industry has enabled related enterprises to achieve rapid growth and profitability, due to weak technical strength, the speculation of catching up with the market to take subsidies objectively aggravated the outbreak
of safety accidents.

Behind the boom in investment in new energy vehicles, the problem of overcapacity that may be brought about is also worth paying attention to
.
Some industry insiders analyzed that the total production capacity of large-scale power battery companies in 2016 was about 61GWh, considering the capacity release process, if the capacity release factor is 0.
6, the effective production capacity of the power battery market in 2016 can reach 37GWh, according to the forecast market demand of 30GWh, there is an excess
of 7GWh.
This algorithm has not yet considered the investment and increased production capacity of a large number of small and medium-sized lithium battery companies and enterprises entering from other industries, and the hidden danger of local excess in the power battery market already exists
.

Statistics show that the production capacity of more than 30 new energy vehicle projects under construction in various places has reached 3 million units, far exceeding the national planning requirement
of 2 million new energy vehicle production capacity by 2020.
If you count the projects that have been launched in the early years and the projects that are in the pipeline, it is inevitable that China's new energy vehicle overcapacity will be in the next few years
.