Taiwan's "Wang Bao" published an article on September 25, believing that the cooperation between the two sides of the Taiwan Strait can complement each other's advantages.
article wrote that the wave of new energy vehicles swept the world, and EU reached a consensus on banning the sale of fuel vehicles by 2035. The United States also announced that it will allow 50% of new cars to be sold by electric vehicles and hybrid vehicles by 2030. As the world's largest automobile market, the mainland proposed the development goals of new energy vehicles as early as 2009. Under the incentives of policy, the new energy vehicle industry has made new breakthroughs almost every year, and the public's recognition has also increased year by year. In 2017, the subsidies for new energy vehicles were lowered, and consumers' enthusiasm for purchasing new energy vehicles was not substantially affected.
The article also said that in the first half of this year, global automobile sales fell by 6% year-on-year, but new energy vehicles went against the trend, with sales exceeding 4.2 million vehicles, an increase of more than 60% over the same period last year. Among them, mainland sales were 2.6 million vehicles, an increase of 1.2 times, accounting for 60% of the global market share. Its development speed and market size continued to lead the world. The development of the new energy vehicle industry in mainland China has shifted from policy-driven to market-driven.
Aerial view of Tesla Shanghai Super Factory. (Xinhua News Agency client)
article says that Taiwan's energy depends on imports, the environment needs to be improved urgently, and the new energy vehicle market is broad. However, Taiwan's electric car brand failed to start, and Chairman Chunshen, who called for the creation of the Taiwanese version of Tesla , was sued; Nazhijie , which once endorsed Jay Chou's , has withdrawn from the mainland market; Yulon recently launched its first electric car n7 after its transformation, but there is no relevant test data so far, nor has it seen the actual car.
Most of the Taiwan electric car market is Tesla, Porsche , BMW and other mid-to-high-end luxury cars. Nazhijie n7 shouted out one million yuan (1 yuan NT$ is about 0.22 yuan - this website note) and the following are called "Buddhist heart price". It is no wonder that after the launch of Wuling Hongguang MINI EV, which starts at only 130,000 NT$, many netizens in Taiwan expressed envy.
The article further wrote that Taiwan’s automobile industry has its strength in parts, and new energy vehicles also have technical advantages in parts manufacturing. Battery systems, electric motor , body and chassis, which account for a relatively high cost of electric vehicles, are all Taiwan's strengths, and up to 75% of Tesla's parts are made by Taiwanese suppliers. Dongyuan Motor, which has three major production bases in mainland China, appointed Fan Xuan, who has more than 20 years of automotive industry qualifications as general manager in March, aiming to accelerate the expansion of the electric vehicle business. Under the guidance of the policy of benefiting Taiwan, Taiwanese-funded enterprises in mainland China also enjoy the subsidy policy for new energy vehicles, which will help improve competitiveness. Many Taiwanese operators have entered the supply chain of the mainland's new energy vehicle industry, such as Tesla gear suppliers and Da Industry, and signed an agreement with Jiangsu Huaian Economic Development Zone at the end of last year to invest in new energy vehicle parts production projects.
article ended with the article saying that despite the great prospects, factors such as repeated epidemics, geopolitical conflicts and strategic game between China and the United States have brought many challenges to global new energy vehicles. The US "decoupling" strategy has made companies even more difficult. In view of the latest U.S. policy to strengthen localization of electric vehicles, Taiwanese companies are also stepping up their layout. But taking Tesla as an example, about one-third of the more than 3 million Teslas produced so far come from its Shanghai factory, and the localization rate of the factory's industrial chain has reached 95%. At the same time, a large part of the key materials for manufacturing electric vehicle batteries is refining and processing in the mainland, and the United States accounts for only 1%. The so-called "decoupling" policy will only disrupt the global supply chain of related industries and hinder the sharp increase.
Source: Reference Message Network