袁弓夷：解析電動車EV，日本起步慢，為何中共急於發展，電池技術是關鍵，只靠電動車發達？東山再起？【希望之聲聚焦香港-袁弓夷的關注-2023/10/31】

I don't usually talk about it, because it has something to do with my business in the past About 15 years ago, look at this photo 15 years ago, because I was the head of the company At that time, the Japanese government wanted to build this car 15 years ago, this car was very powerful It was the fastest car in the world, and not very expensive It was built by a university in Japan They asked me if I was interested in investing You know that I often go to Japan I have a deep understanding of the whole industry The whole EV industry, this car is an electric car You can see a lot of wheels, front 1, 2, 3, 4 Front 4 wheels, rear 4 wheels This car is very famous In Japan, this university There was a department that spent a lot of money to research this car At that time, I investigated the results I think this car is very good 15 years ago, I took a group of investors there But the problem is, the Japanese government doesn't support it The Japanese government doesn't believe in using an electric car The Japanese government has another plan To use hydrogen to start a car Use hydrogen and fuel cells Fuel is for combustion, materials are for fuel Fuel cells are used to convert hydrogen into electricity To drive this car, it is also a conversion But the source is not from the power supply Instead, it uses hydrogen to convert it into electricity This is called fuel cell, you can check it out So, I am actually very familiar with this industry I have been following it for a long time I have been following it until now I have seen all the news related to EV And I have a lot of friends in this industry Now the problem is, this time, EV has reached a point The result that it has brought It is possible that we will enter an economic downturn An economic downturn, with the arrival of EV The mainland is investing in batteries These batteries are made of salt Of course, they are also made of aluminum But the cheapest battery now is made of salt Sodium, in Chinese it is called salt Then, there is another thing in the mainland It has an advantage, which is the motor In the motor, there is something called eternal magnet Eternal is eternal, magnet is magnetic It will always have power Ordinary magnetic stones, the foreign magnetic stones After the electricity is connected, the magnetic stone In Cantonese, it is called magnetic stone It doesn't need electricity, it is very strong It is very difficult to pull it out Because China has some mines They have some eternal mines Then they combine things It becomes a kind of eternal magnet This eternal magnet, their technical term The engineering term is called aluminum iron plate After using this, it can save electricity And the horsepower can be increased Especially when the car is started It has done these two things The key is that other things Because the whole of China is making EVs They have experience, and the young people The young people's software is good As soon as they see what others are doing, they copy it immediately And these things have no copyright There are some designs in the car How to apply for copyright? There is no limit to applying for copyright So those young people can follow up very quickly Not just EVs, not just cheap cars Cheap cars, mid-size cars, high-priced cars All in one go It can be said that dozens of companies have developed together The most famous one is BYD At that time, Buffet saw it and invested in it The foundation is even better So now it is at the forefront In the end, the two largest EV factories in China Tesla and BYD are all supported by Americans These two companies are at the forefront But there are about 10 companies behind Among them, there is one that stands out It's called Geely Geely is a company in Ningbo It is a very powerful company Ningbo is very powerful, we are the first It bought Benz 10% And it also bought Volvo It bought Volvo from Sweden Now it is launching a new car It is called ZEKER ZEKER is a super car It surpasses everything in the world No matter if you use an intercom It surpasses everything ZEKER is cheap It used to sell for more than 100,000 US dollars Now it sells for more than 70,000 US dollars Very cheap Whether it is battery The distance of the battery And the power of the engine Everything is super It can go as far as As far as electric cars It is also in China It is called Geely Ningbo is very famous If you buy Volvo, everyone will know So there are big and small companies in China Big companies are doing it, small companies are doing it There is a company called NIO NIO replaced the whole battery Replaced the whole battery At the bottom Replaced the battery This concept has been around for a long time There was no such thing in the past It is faster You can replace the battery in 3 minutes And you can go You don't have to spend so much time at the charging station This revolution This electric car revolution brought by Elon Musk Caused the whole automobile industry to be in chaos Because it was very successful Everyone likes to buy it, especially in the US Why? The electricity in the US is cheap The electricity in the US is about one-fourth of what it is in HK One-fourth This is very powerful So it becomes No need to add fuel For example, one month can save 100 US dollars of fuel If you leave the company You can save 200 US dollars of fuel The electricity in the US is very cheap And For the whole planet No one uses electricity at night Everyone sleeps So when you charge the battery at night You have to go to work the next day This is a clear example This is very smooth All the power generation The power generation function in the world And the power network function Is not wasted We sleep, they work To help you charge This is incredible Don't underestimate this We get up early in the morning Use our own power Then you can drive the car to work No need to charge This concept Is the first thing So it is incredible for the charging of the whole automobile industry You can say this now A normal car is just an internal combustion engine You drive an old car Don't buy it Don't buy an internal combustion engine In the future People will change their cars Let's look at 5 years There are many cars in the world In 5 years, half of the cars will not be replaced They will continue to drive until they run out of gas The other half Will be divided into two roads One road is for electric cars If the journey Is not very far They will change to electric cars But after two years Electric cars can go up to 1,000 kilometers Charging once can go up to 1,000 kilometers It can be said that 50% will not be replaced The other 50% Out of the 50% 3 out of 5 In the future Will all be electric cars Maybe more than 3 out of 5 And 2 out of 5 Will be hybrid Hybrid means there will be electric cars There will be The Toyota Prius Plus It can also be plug-in Plug-in hybrid Can be plug-in hybrid Hybrid gasoline Hybrid, not gasoline Hybrid fuel Fuel Hybrid Electric car Hybrid electric car Now Toyota has won Because it can go up to 60 kilometers One gallon can go up to 60 kilometers The other cars can go up to 50, 40 kilometers They use it for a long time Whether it is air-conditioned or a car It's not expensive So 50% Will not be replaced Wait and see Out of the remaining 50% 3 out of 5 will be electric cars And 2 out of 5 2 out of 5 will be hybrid Hybrid electric cars This is the report What is the situation now? Now electric cars around the world Up to Up to 10% Around the world Including the poor areas Up to 30% will last for a while Out of 100 50% will not be replaced Out of the remaining 50% 20% will be hybrid I don't think Toyota will go Because it has the 20% It is the best in hybrid And it will be added in the future Electric car There is no need to talk about electric cars Tesla is the best The other ten are not bad Because their cost is cheap Now the only reason why the United States can't see At that time, Donald Trump ordered 25% In the United States 25% So basically the United States Can't see China's electric cars I have already told you The history of this electric car The history of the economy But what will this bring in the future? All the other exports in the mainland Will not work It depends on this one Even mobile phones will not work Now the mainland is all alone All hopes Will be thrown into electric cars Xi Jinping is very confident Because of Geely Geely, the telecommunications company in Lingbo G-E-E-L-Y The boss of Geely Is his His wife Is his sister Her name is Lian Kim Lian Kim This is what Xi Jinping is thinking To revive China's electric car industry It all depends on this This car is very powerful Think about last year Exported 4 million cars this year An average of US$20,000 per car It's very powerful Replacing all the other Exports in the past There was no such large amount And this thing In the world, the electric car industry is a big industry The other ones Are divided very well, but the electric car industry What's the worst now? Everyone is interested in electric cars Those few traditional companies Completely Lost their jobs The traditional American General Electric Company Volkswagen Mercedes-Benz, BMW Volkswagen is also losing Porsche Everyone is losing The more traditional ones are in Japan Japan's Fengtian is not doing well Honda is following the Fengtian's path I will talk about Fengtian's path later That's another story China is now All the foreign companies In the mainland The old ones The factories that use internal combustion engines Are all out of stock Can't sell them all The stock is about 5 million Can't sell them all in the mainland There's no hope in the future Because the mainlanders The mainlanders Because their electric cars are cheap So When everyone is considering buying an electric car On the contrary In the mainland Maybe 70% Are considering Buying an electric car Because They have to save fuel The fuel costs in the mainland are very expensive And the electric cars are cheap Cheap is the most important thing What does it cause? It causes all the foreign companies To invest in China All of them will be in trouble The mainlanders are not even interested in Uniting the mainland Just buy an electric car So the problem is All the foreign investments Into China The automobile companies Are all out of stock More than 5 million of them are out of stock Because For them, China is a big problem Because the prices in China are good Ordinary cars Like Mercedes Benz The prices are good, they make a lot of money The salaries are cheap, right? The salaries in the mainland are cheap Suddenly they are out of stock This is a big blow To the western economy For example, the car industry The car industry in the mainland Makes more money than in the US The factories in the mainland The cost is cheap No matter how good the price is China is the largest automobile market in the world So Tesla is in the same situation Tesla is making 10,000 US dollars per car So it is doing well The quantity is increasing It is doing well But the others are not following up The cost is not low enough The technology is not up to standard The companies are all in trouble All of them are out of stock Then The two French factories in Europe All of them are out of stock BMW, Mercedes, Audi All of them are out of stock BMW, Mercedes, Audi All of them are out of stock Even Volkswagen can't make money South Korea is also in pain South Korea may be able to keep up But it is still not up to standard Modern cars are beautiful But they are not cheap enough Now Thailand is reducing the price They announced the reduction of the price yesterday Japan has a lot of brands So apart from Fengtian, which is safer All the others are not doing well This is causing an international economic problem Everyone is afraid Now the whole world After the epidemic Because of the epidemic, everyone has lost a lot of money At least 1 million US dollars The money has to be slowly recovered The loss of blood is too much It has to be recovered But if the automobile industry is like this It can't be recovered So what happened? Recently, many people are saying The whole world will enter the tax haven China has already entered the tax haven Its foreign companies Its own EVs Its own electric cars Don't make much money They can handle it in China Because there are a lot of factories in China Especially in the market This is just to help them But All the foreign brands have been shut down All of them So the Chinese economy is not doing well The economy of the whole world is not doing well The consequences of this Of course, Xi Jinping is full of hope He hopes this This electric car can save the entire Chinese economy It's impossible The economy has to be good First, the system has to be good China's economic system is not doing well In the end, it's all a mess It used to be good Because the Americans invested in it A lot of things in terms of technology But it's not doing well Let's talk about this again This will cause a big economic downturn So many people have already started to warn I guess by the end of next year It will be very clear To what extent will the impact on the world be great Of course, the foreign capital The capital is plentiful This is not to say The capital is plentiful Because it has lost so much in the past It still has But China's capital has made money But it is very thin And it has borrowed a lot of money So when there is a loss It will lose Foreign countries haven't lost yet But China has already lost Because it is not as generous as others This generosity is very important Foreign countries used to make money China has only been doing well for 20-30 years The accumulated capital in those 20-30 years Is still not enough So, it will be clear By the end of next year It will be very important Everyone is fighting for blood So this EV Leads to a car revolution In this revolution It is equivalent to re-election There are some strong people For example, Tesla BYD will stay Toyota will stay The weak will play The country is the same Because the car industry is too big There are a lot of people working in the country A lot of workers Investing in the country Sometimes they even invest their own capital A lot of things depend on EVs Look at Germany There are Porsche I don't want to talk about the small numbers The whole world The economy is in a mess There is no other thing There is no other product That can replace EVs Every 10 years There will be a new product In the past 10 years EVs will start Don't underestimate it Because in the future, no one will drive EVs For example, if I want to go to the airport I will use my mobile phone Like Uber, but without a driver The car will come to pick me up When I arrive at the airport, I will leave it Then the car will be empty It will be on the computer On the computer on the Internet No insurance, no parking Nothing It will automatically collect money for you You can use as much as you want It's a waste now Most people have cars They don't even use it for 2 hours a day Some don't even use it for a month So in the future, the whole car will be changed Revolutionary It's obvious Tesla will win in the long run Toyota's big companies will win Now everyone uses their charging station And the plug is their standard So you have to give them a compliment Charging on the street They can tell the difference This is very powerful And the electricity in the U.S. is so cheap The electricity source Can bargain with others Because it's large If sold to you, you can buy it at a normal price But the source of electricity Can bargain with others Buy very cheap electricity They can make a lot of money This person is really a genius He can see today's problem completely The whole car industry He saw this problem 10 years ago So he must open a company in China This has nothing to do with politics If he doesn't open a company in China He won't be able to reach this low cost Then he will be in trouble Now there are many Like yesterday, two companies All stopped production One is Fukushima One is Toyota Two electric cars stopped production Can't be sold Because the price is too high He didn't do basic work He thought, if you buy from there I will also buy from there There are many key things You have to study by yourself How to make it the best value for money In China, this really needs to be praised He can see Like Wen Jiabao All of them are engineers He can see How to make it the best value for money So he used the strength of the country To invest Of course, the foreign countries will say Your country is sponsoring him, so you have to pay taxes This will happen most of the time Because if not He won't be able to stop the mainland The mainland is a world-famous car industry Europe And other countries They must find a way To prevent To prevent the CCP from spreading To see if there is a chance for other companies To catch up If there is a chance to catch up For example, Japan Because they use robots So they might be able to catch up Japanese technology is good They might be able to catch up South Korea might be able to catch up Taiwan is small As a mainland company There are only a few So now At this point It's obvious You'd better not buy a car If possible, you can rent a car Don't buy a car Because the car industry is in chaos No one knows The price might drop It's hard to believe But if you buy a car, the cost is 6,000 US dollars Now it is selling for 20,000 US dollars Very happy But 20,000 US dollars is very cheap If it sells You can buy it online Like Tesla So the sales cost is very low For example, PYD in Mainland China In Thailand, in Australia It sells for 20,000 US dollars 20,000 US dollars 30,000 US dollars The middlemen have made money No problem So don't underestimate it It has enough money to advertise So this matter I don't want to talk about electric cars I want everyone to know This has triggered the world's economic downturn And who can withstand it Who can survive And stay alive This is what I want to talk about today