On December 19, 2019, the Majiabang Cultural Site in Xiuzhou District, Jiaxing, Zhejiang Province, 120 kilometers away from Shanghai, is called the “cemetery” of shared cars by locals, because there are about 4,000 shared electric vehicles here. The car is abandoned in the wild.

In recent years, the concept of sharing has become very popular in the travel circle. From sharing books and charging treasures to sharing bicycles and cars, it has attracted countless capital to invest. However, after the boom, it seems to be a tragic situation in one place. The status quo of OFO and Mobike in the shared bicycle field I believe I don’t need to say more, even the shared car field is terrible.

Recently, some netizens broke the news that a remote rural parking lot somewhere in Jiaxing, Zhejiang Province has stored nearly 2,000 new energy vehicles for shared travel. These cars are neatly parked in the open field, and let the wind and the sun shine. According to the person in charge of the parking lot, these 2,000 cars have been eliminated, and only less than 600 can continue to drive.

From the aerial photos, it can also be found that some of the parked cars have been overgrown with weeds, and the vehicles seem to be parked in the woods, integrating with the surrounding environment. These cars have been parked here for the longest time for a year, and it is not known what will happen to them in the future.

When we walked in, we found that most of these parked vehicles were made of domestic brands, and they were all small cars. To this end, we interviewed people in the surrounding area. According to him, these shared vehicles parked here are all new energy vehicles. The reason why they are not put into operation is because most of them are damaged and cannot continue to run on the road, and maintenance costs A lot of money, possibly even more than the value of the vehicle itself, can only be parked here for further processing.

There are more than 1,000 electric shared cars parked here, including Chery, Roewe, Volkswagen and other brands. Judging from the pictures, many electric cars have rusted bodies, broken windshields, exposed electric motors, and damaged hoods. The degree of damage, once seen, the parking time is not short. In addition, the front windshield of some cars is also affixed with the 2019 annual inspection mark, and the rear glass is also affixed with digital codes such as “642” and “627”.

According to the person in charge of Global Car Sharing Jiaxing Car Rental Co., Ltd., nearly 2,000 electric vehicles have been put on the market in more than two years, but only about 600 are running on the market, and the rest are all in two cars in Xiuzhou District, Jiaxing. The main reason for a field parking lot is that the car is seriously damaged, and the old models are also put in, and almost no one uses them.

It is worth noting that the empty electric vehicle “cemetery” in Xiuzhou District, Jiaxing City, Zhejiang Province may not be the only one, which means that there are many similar electric vehicle “cemeteries” nationwide.

According to statistics, from 2012 to 2015, the sales of new energy vehicles in my country were 12,000, 17,600, 74,700 and 331,000 respectively, with sales increasing year after year. In 2016, thanks to the new energy vehicle subsidy policy, the sales of new energy vehicles reached 507,000 units, 777,000 units in 2017, and 1.256 million units in 2018. From January to October 2019, the sales volume of new energy vehicles was only 947,000.

Judging from the sales data, it seems that new energy vehicles have developed by leaps and bounds in recent years, but how many electric vehicles have actually been delivered to car owners in the sales of 947,000 vehicles? According to data from the China Banking and Insurance Regulatory Commission on compulsory traffic insurance, from January to October this year, the cumulative number of new energy passenger vehicles covered by insurance was 713,000. Among them, the ownership of 371,000 vehicles insured is “individual”, accounting for 52% of the total; the ownership of 135,000 vehicles in insurance is “unit”, accounting for 19%; another 207,000 vehicles are insured. Ownership is “unknown” at 29%.

Wang Yongqing, general manager of SAIC-GM, once said that the two problems of high battery cost and low residual value of second-hand electric vehicles cannot be solved, and it is difficult for real demand to appear, and it will be very difficult for car companies. From January to September 2019, only more than 100,000 electric vehicles were sold to individual users nationwide, and the rest were all put into the B-side travel market.

That is to say, with the increase in sales of new energy vehicles, not many are actually delivered to consumers, and they are likely to be put into the car rental market.

New energy seems to have become a trend in the development of the auto industry. At present, major auto companies have increased capital and technology investment in the field of electric vehicles, and released travel brands, including Lifan Panda Car, Geely Cao Cao Travel, BAIC Motor Huaxia Mobility, BMW Instant Mobility, FAW Qimiao Mobility, SAIC Hengdao Mobility, GAC Ruqi Mobility and Weimar Jiike Mobility, etc. Among them, BYD, BAIC New Energy, Geely, and SAIC Passenger Vehicle are the car companies with the most sales of new energy vehicles from January to October this year, and the models with the highest sales are basically the models that focus on the rental market.

The EU series of BAIC New Energy is not only the model with the highest sales volume of BAIC New Energy, but also tops the list for many times in the new energy vehicle market. In addition, the sales of new energy models such as BYD e5, Roewe Ei5, and Emgrand EV are relatively high, but most of the sales are driven by the rental market.

The destruction rate of new energy

From the perspective of new energy vehicle sales, in addition to the rapid development of new energy vehicles, in addition to the strong support from the state, the rise and launch of the travel market has also increased the sales of new energy vehicles. Nowadays, new energy vehicles are accelerating the replacement of taxis, online car-hailing, buses and even family cars. It has to be said that new energy vehicles have made great progress in terms of product types, configurations, battery life, etc., but the consumption of new energy vehicles It is not the real demand of consumers, coupled with the low quality and value preservation rate of new energy vehicles, which greatly limits the sales growth of new energy vehicles.

With the popularity of the sharing economy, it seems that anything with the word “sharing” in front of it becomes a sharing economy, from the initial online car-hailing to shared bicycles, and then derived from shared charging treasures, shared houses, Shared umbrellas, shared coins, shared cars, etc., almost everything has become a product of sharing.

Indeed, compared with the crowded bus and subway and the higher price of taxis, the way of shared travel can meet your travel needs more conveniently and quickly. The emergence of shared bicycles satisfies the needs of users for the “last mile”, but long-distance travel is still a problem. Although online car-hailing can be used on-call, with the introduction of the “Management Measures for Online Car-hailing”, online car-hailing is still a problem. The development of cars is limited, so shared cars came into being.

But in fact, as early as the first two years, shared cars appeared. Due to a series of reasons, they have been in a lukewarm state until shared bicycles were sought after by the market and capital, and shared cars ushered in new opportunities for development. Recently, car-sharing has quietly emerged in dozens of large and medium-sized cities such as Beijing, Shanghai, Chongqing, Chengdu, Guangzhou, Hangzhou, Taiyuan, Shijiazhuang, etc., and has also been favored by more and more consumers. A new choice for urban residents to travel.

However, without real-time monitoring, shared cars are also repeating the same mistakes as shared bicycles. Previously, shared bicycles have been damaged a lot after they were launched in some cities, and the phenomenon of embezzlement, destruction, and throwing into rivers has been banned repeatedly. The same thing is happening with car-sharing now.

Under normal circumstances, shared cars are generally placed in on-street parking spaces and in dedicated parking lots. However, no one will monitor the status of the car all the time, and most of the shared cars do not have related products such as recorders. And this gave some people the opportunity to maliciously destroy.

The first incident of “malicious destruction of shared cars” occurred in Hainan, in which 40 tires of 10 vehicles were all punctured, and the front windshields and windows of 4 vehicles were smashed. A total of 14 vehicles were severely damaged, involving dozens of dollars. million.

In addition to malicious damage, because it is not their own car, some users are rude when using the car, do not pay attention to the hygiene of the car, play drifting, drink and drive without a license, etc., which have a great impact on the quality of the car.

Even shared cars have been stolen. In May of this year, a user near Wangjing Poly International Plaza, Chaoyang District, Beijing, took advantage of the opportunity that the windows of a shared car launched by a company were not completely closed, opened the door, and cut the car key wire and scraped off the QR code. Take this shared car illegally for your own use.

In addition, in addition to the industry pain points of the sharing economy such as misappropriation, malicious destruction, and violent abuse, safety issues such as illegal driving are also worrying. According to media reports, before the afternoon of September 9, three teenagers under the age of 16 pried open a shared car in Chongqing and ran all the way. They not only smashed the door to steal the car, but also violated various traffic regulations, and even drove while drinking and celebrating.

The existence of these problems has cast a shadow over shared cars.

First of all, in terms of cost, the cost of a car is much greater than the cost of a bicycle, and the phenomenon of embezzlement and destruction will bring huge losses to car-sharing companies.

Secondly, safety problems such as illegal driving are more serious than bicycles. After all, accidents caused by cars are more serious than bicycles because of their large size.

The country vigorously advocates new energy vehicles, advocates the sharing economy, and advocates green travel. It can be said that the prospect of shared vehicles is optimistic, but how to solve these pain points is still a problem. For some malicious acts of destruction, it is necessary to install some alarm and recording equipment on the car, to improve the security of the car and to review the user.

The hidden worries of the rapid development of new energy vehicles

The large-scale industrialization of new energy vehicles in my country started in January 2009. At that time, the “Ten Cities, Thousands of Energy-saving and New Energy Vehicle Demonstration, Promotion and Application Project” planned to develop 10 cities each year by providing corresponding subsidies in about 3 years, and each city launched 1,000 new energy vehicles for demonstration operation. However, due to the low enthusiasm of enterprises to participate, the wide variety of products and the high cost, and the relatively immature technology, the effect of the plan is mediocre.

Three years later, the State Council promulgated the “Energy Conservation and New Energy Vehicle Industry Development Plan (2012~2020)” through the summarization and reflection of the “Ten Cities, Thousand Vehicles” project. Facilities, financial subsidies, etc. have been systematically planned.

In 2012, the sales volume of new energy vehicles in my country was only 12,800. Six years later, that figure has grown to 1.256 million.

Relevant departments issued the “Notice on Continuing the Promotion and Application of New Energy Vehicles”, which adjusted the subsidy standards for new energy vehicles from 2013 to 2015. After the release of this document, my country’s new energy vehicles showed explosive growth from 2014 to 2015, especially logistics vehicles and passenger vehicles contributed a very large market share.

However, while subsidies are promoting the rapid growth of new energy vehicles, fraudulent subsidy behaviors by individual unscrupulous businesses have occurred from time to time. The market has questioned this, and the competent authorities have carried out a new round of adjustments to the industrial policy of new energy vehicles in 2016-2017. The subsidy policy is the main adjustment content.

It is also in this round of adjustment that the decline in subsidies for new energy vehicles is accelerating. Especially in 2019, the subsidy policy for new energy vehicles dropped by more than 50%. After the policy was officially implemented in July this year, the growth of new energy vehicle sales came to an abrupt end. From July to November, the domestic new energy vehicle market ushered in “five consecutive declines”. Industry insiders predict that it will be difficult for my country’s new energy vehicles to achieve the sales target of 1.6 million units this year.

The market has returned to rationality, and some deep-seated problems have gradually emerged.

The insurance data does not truly reflect the flow of new energy vehicles. “According to the data collected by WM Motor, the ratio of B-end and C-end sales of new car sales of most new car manufacturers is 28. However, some C-end users can also use them as online car-hailing after purchasing vehicles. So simply dividing the ratio is not scientific.” Shen Hui, founder of WM Motor, told reporters.

Tesla hits record high of $395.22 this morning, market value tops $70 billion

Most of the electric vehicles parked in the aforementioned shared car “cemetery” have a cruising range of less than 200km, and their operating time is generally less than 3 years. The operating vehicles of traditional fuel vehicles are generally used for 6 years before they go offline. At the stage of policy change and subsidy decline, self-owned brand electric vehicles are forced to upgrade their technology and innovate themselves.

Another pressure for self-owned brands to speed up the technological upgrading of electric vehicle products comes from the localization of Tesla. According to the plan, Tesla’s Shanghai Super Factory will be officially put into production at the end of this year, and all parking spaces in the factory are currently occupied by a large number of Model 3s. This means that the competition between independent brands and Tesla has entered a countdown. On December 19, Tesla’s stock price hit a 52-week high of $395.22, with a total market value of $70.863 billion. During the same period, GM and Ford were valued at $53.8 billion and $37.8 billion, respectively.

The Shanghai Tesla electric vehicle project is Tesla’s largest overseas investment project. According to media reports, Tesla plans to reduce the price of Model 3 produced in China in the second half of 2020 by 20% or more, and the price of domestic Model 3 will enter the 200,000 yuan range. While this move has put pressure on other electric vehicle brands, it has also made the capital market have higher expectations for the sales of domestic Teslas.

Tesla hits record high this morning, market cap exceeds $70 billion

“Compared to Tesla, the gap between domestic independent new energy vehicle companies is embodied in technology and integration capabilities. After Tesla is made domestically, it will indeed have an impact on the domestic new energy vehicle market, but this is only temporary. In the long run, it will force its own brands to improve their product competitiveness, form a better new energy synergy with Tesla, and promote the market’s recognition of new energy products, thereby jointly diverting the traditional car market.” National Passenger Cars Cui Dongshu, secretary general of the federation, said.

Just like the domestic home appliances encountered foreign competition, the Chinese have never been afraid of competition.

The open market will eventually make the national automobile brand stand out and occupy its due position in the increasingly fierce market share.

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