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In the current era of overall economic downturn, the seemingly thriving new energy vehicle industry has returned to the scene of 2008: sluggish domestic and international economic situation, favorable government policies, and crazy expansion of production by upstream and downstream companies in the industrial chain

Power lithium batteries have become a scarce resource this year, and some car companies, especially commercial car companies, have been hesitant to continue taking orders since August and September. If the production is sufficient, the overall sales of new energy vehicles this year will be even better, "said Fang Jianhua.

Although the second batch of new energy vehicle policies in China were introduced in 2014, the specific implementation policies in various regions have been postponed until the end of 2014. And the company's product development also has a corresponding cycle, and under the pressure of national new energy vehicle promotion goals, the explosive rise in 2015 is not difficult to understand.

Overproduction is inevitable

Despite the promising situation, there are still many hidden dangers in the new energy vehicle industry. Although the market is currently looking hot, in fact, the crisis of overcapacity has quietly arrived. It will be reflected in the first half of next year. "Pang Yicheng, CEO of First Electric Network, believes that the expansion trend of power lithium battery companies will usher in a supply-demand balance point next year, and even" oversupply ".

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