EV manufacturer's Achilles' heel

But still losses of more than 100 million in its main business, but in order to protect shell, the company by selling subsidiary equity and debt restructuring, to achieve the important goals of profitability.

the electric car, EV) Becoming more and more popular in most industrialized countries. Although conventional cars accounted for 99% of the market, but the carmaker announced on electric cars, a large number of investment marks a new era: Volkswagen is investing $40 billion used in production of electric cars, Daimler has just announced a $23 billion order of battery, and the company is a major restructuring to catch up.

the vast, although the number of the electric car news industry liquidity but producers wasn't overly optimistic about their financial situation. General motors in the next few years, for example, the electric car will not profit. European car manufacturers are selling close to the production of electric cars in order to maintain the value of sales. The industry's Achilles heel is the need to overcome the high cost of production to realize the sustainable production and development of new models.

until recently, based in California, the carmaker tesla has been trying to cope with the cost and the development of new type 3 production line. The company reported its second straight quarterly profit. However, there are few competitors can claim that their electric cars with similar results.

, according to the PSA Peugeot Citroen and opel maker PSA's chief executive, carlos tavares, & other; Everyone needs to realize clean mobility as organic food, more expensive & throughout; 。 The electric car's problem is that compared with the traditional cars, their cost is still as high as 7800 euros, or about $8800. For a plug-in hybrid, the extra costs remain at around 5000 euros.

although the cost is very high, but the electric car sales will increase in the next few years. In the short term, China and Europe's electric cars will be increased, this is mainly due to the government imposed restrictions and subsidies.

Kelley Blue Book, a senior analyst Rebecca Lindland, said the company track car pricing: & other; Does not prove that investment demand is reasonable, but all regulation. ” The European Union has agreed to reduce co2 emissions by 2030, up to 45% of the plan in 2021, an average of 95 grams per kilometer. European carmakers already are in danger of losing the target, fine could lead to hundreds of millions of euros. Customers pay for more mobile, or for European auto industry at risk.

however, most automakers have accepted they will not profit for a period of time, and their pricing is similar to internal combustion engine vehicles, electric vehicles to maintain market share. BMW, for example, the plug-in models of pricing and diesel vehicles. Therefore, the electric car profit margins are very small. The profitability of the industry is affected, some auto makers also by focusing on suvs and other traditional cars higher margin to compensate.

in the production of electric cars, most of the costs in battery, accounting for 40% of the total battery. Although battery prices fall sharply over the past few years, but some analysts believe that if the capacity to keep up with demand, it may fall further.

the development may increase the combination costs, such as lithium cobalt and commodity prices and trade disputes between China and the United States, but the new manufacturing capacity have prevented it. Especially in China, the factory is under construction, Beijing as the battery industry & other; In 2025 China construction & throughout; Part of the strategy.

as car manufacturers are eager to enter the game, decrease the cost of batteries for electric car maker is very important. According to the consulting firm deloitte ( 德勤) Data, the future will be more than ten years of supply demand about 14 million sets. It shows that the number of manufacturers long-term profitability is unsustainable.

the electric car market is in Europe and China, driven from their government to deal with air pollution, in the case of China, also opened a new business. European companies announced significant investment, while Chinese companies have won a large sum of subsidies. For example, deals with the development of the cost of the battery for electric vehicles not sure the veil of long-term profitability.

on the other hand, American carmakers did you get with China and Europe the same amount of subsidies and regulation enforcement. In spite of this, gm and ford has stepped onto the path to electrification. However, tesla will remain for the foreseeable future market and foreign well-known producer in the United States.