Is the new energy market wolf coming? Just run faster than companion!

New energy market, here comes the wolf! In 2018, China's new energy market ushered in a sustained high-speed development, and sales exceeded 1 million vehicles for the first time. However, according to the Notice on Financial Support Policy for Promoting the Application of New Energy Vehicles 2016-2020 jointly issued by four ministries (Ministry of Finance, Ministry of Science and Technology, Ministry of Industry and Information Technology, and Development and Reform Commission) in 2016, the subsidies for new energy vehicles will be adjusted in 2019-2020. Subsidy recession has become inevitable, although the specific policy has not been issued, but many new forces have begun to build cars prices. At the end of January, the price of the DEV 1, Xinte's first model, was revised upwards by 5,000 yuan for Chuangzhi and 6,000 yuan for Chuangrui. Subsequently, Xiaopeng Motor will Xiaopeng G3 prices increased by 20-34, 000 yuan. Would consumers still be willing to pay for a price that is already higher than the price of a gas-fired car if it were to rise? On the other hand, joint-venture brands are starting to take off in the new energy sector. Brands such as Volkswagen, Hyundai and Buick will all launch plug-in or pure electric vehicles into the Chinese market in 2019. And Hybrid Danas Toyota is finally rolling out plug-in hybrids. Luxury brand BBA will also launch pure electric vehicles. Tesla, which won last year's national championship in new energy sales, has begun work on its superplant in Shanghai, the first of which will be completed this summer. With the pressure of cost and the stirring of new energy joint ventures, China's new energy car companies will face more brutal competition in 2019. Here comes the wolf. Who runs faster? In terms of sales alone, Biya Dee should be the most authentic. In 2018, it sold 247,800 new-energy vehicles, second only to Tesla, and BYD remains the world's largest seller of new-energy vehicles, if commercial vehicles are included. BYD's technology in the San Dian area has been recognized by the market. After the "Dragon Face" fire, BYD took advantage of the chase to poach the former Ferrari exterior design director and the former Mercedes interior design director. Compared with other domestic new energy car companies, BYD may be the only one "running over the wolf." BAIC New Energy and SAIC Passenger Cars, though not as well-sold as BYD, are also firmly in the first tier. BAIC New Energy is expected to launch high-end vehicles with Daimler's cooperation, and its years of technology is not to be underestimated. SAIC Passenger Cars is invested in the establishment of lithium battery R & D subsidiaries, complete layout of the industrial chain, so its development in recent years is also very stable. Other traditional car companies, such as Changan, Guangzhou Automotive New Energy, Geely, Great Wall, etc., are also working in the new energy market for many years. Although there is still a gap with the first echelon in sales volume, but with their deep technical background, they are also continuously launching excellent new energy vehicle products. The upcoming Geely GE11 and Aion S, for example, may also be harvesting a wave of young people's wallets. Among the new car makers, Weilai Motor Co. Delivered more than 10,000 ES8s in 2018, making it the biggest winner among the new car makers last year. Also positioning themselves at the top end are Byron, Future, Car and Home, which will face Tex this year and next La and other luxury foreign brands competition. Delivery figures are yet to be released for the future, while Byron, along with cars and homes, will begin deliveries by the end of 2019, the closest new-energy companies to the wolf. Xiaopeng Automobile, Weimar Automobile, Electric Coffee Automobile, Xinte Automobile and other new forces facing ordinary consumers have begun to deliver. But in terms of quantity delivered, it is far less than the new energy products of traditional car companies. The gap with the traditional automobile enterprise technology may be the disadvantage of these new forces, but the more avant-garde design concept can still grasp the specific consumer groups, there is still great market potential. But new forces in car-building, such as Singularity and Aichi, are not positioned at the high end and are still not mass-produced. Then by the end of the year, they will be under pressure from both joint-venture brands and their own brands. Even more brutally, even with the bright-eyed products, the market leaves little cake. In 2019, it is indeed a wolf for indigenous new energy car companies. Whether he ran past the wolf or his companion is still uncertain. Because electric vehicles are more intelligent and network-connected than fuel-driven vehicles, the position of the first echelon is not unbreakable. So who runs faster? Maybe time will tell.