# Japan By [GoldJustin](https://paragraph.com/@goldjustin) · 2023-06-25 --- Distinguished team of opinion leaders Introduction In 2019, we promoted the new building, new energy sources, and the new building was honoured by the fifth party training and innovative teaching materials award of the Ministry. In 2021, it was proposed that “no new energy should be invested at the same time, just as 20 years ago, no houses were purchased”. Looking to the future, from the perspective of industrial investment, we believe that “there is no drop in reserves, hydrogen energy, smart driving, as it did not invest in new energy five years ago”. We have a dozen judgements on trends in future new energy industries: 1. New energy is breaking up, becoming the most promising industry, with a unique footprint, a new energy vehicle sales of 3.5 million in 2021, 6.8 million in 2022 and a double-edged growth. 2 New energy car vehicles replace traditional fuel vehicles, Nokia. Wind-based photovoltaic is a substitute for coal-fired energy generation, and a dual carbon strategy offers significant opportunities. In March, in 2023, relatively mature new energy stadiums such as new energy vehicles, power cells, etc. were rebuffed, and new energy stadiums such as hydrogen energy, storage and so forth sought to break out of the dawn. 4 The industry has also started to internalize to fight prices, affecting profits and continuing innovation. Intelligent driving phase, chips are not available. The European Union, the United States and others have implemented dual anti-trade protection against China, affecting exports. The new energy vehicle and battery industries will also have a series of large laundries. The prices of cars are war-making and profitable. The power battery is surplus, the lithium price is restored, and the industry is in the pipeline. Businesses in the new energy-cargo industry chain need to take advantage of the past by avoiding falling prices, achieving brand value breakthroughs, exposing themselves to profit difficulties, and seizing export development opportunities. The photovoltaic and wind power industries are shifting from breaking growth to robust growth. The use of wind-based resources is gradually improved, and overall growth of installed machinery is no longer the most central problem. Green power+ can further open the development space. Emerging areas such as distributional photovoltaic and photovoltaic integration have great potential. Hydrogen energy, storage and intelligent driving are new energy stadiums, with industrial turning points in 2023, accelerated marketization and the beginning of major opportunities. Hydrogen energy, upstream hydrolysis green hydrogen has grown exponentially, new and medium-to-mediate hydrocarbon infrastructure has begun and hydraulic and hydrocarbon pipelines have developed. The increase in storage capacity is significant, with a focus on reserve and subsidy policies. Intelligent driving creates additional value additions for cars and enters a critical period of high-level access. New energy vehicles, power cells, photovoltaic “new three” become the main export power. Exports grew by 6.9 per cent on a quarterly basis and are an important force behind exports. New energy breeds new industries, such as power-based batteries, which are downstream of the hundreds of millions of high-level competitions, are also breeding many new industrial opportunities, such as hydrogen, storage, carbon trading. The new energy drives new infrastructure, including recharges, power stations, hydrogen energy pipelines, etc. Ten, 2023 are destined for a transition year, with the new energy industry shifting from policy-driven to market-driven, and the new energy enterprises in China should unite to come out of the “expression”. Our new energy industry cannot be dedicated to productive, price-warning, technology-intensive, sustained overstretching, and exports of China’s new energy to the world. This export is not only a product of new energy vehicles, photovoltaic and batteries, but also an export of new energy brands in China, the export of slogans, the export of technology, and the development of a new energy industry chain in China, while helping to develop a low-carbon world. Contents 1 New energy vehicle: large-washing plates, hang-off The year 2023 marked a turning point in the Chinese bus industry. The main logic is competition, profitability, increased trade-washing, concentration in the head and export focus. It has three main characteristics: The first is the increased fragmentation of the performance of car enterprises, and new energy sources, although growing rapidly, are less profitable. The automotive industry has experienced a decline in profits, with no exception for new energy vehicles. As shown in figure 2 below, the profits indicators for the automobile industry have been reduced from 2016 to 2020, with signs of improvement in 2021-2022, but have not yet been fully sharpened. The new energy transformation of Chinese cars is at the forefront of the world, but the way forward remains difficult. Issues such as profitability are still accelerating the industry’s laundry. According to the 2022 annual report, 9 of the 14 major braking companies registered growth in the commercial sector, of which only 6 were net profits. 3 Net domestic profits grew by more than 20 per cent, of which new energy sales accounted for only 2 countries larger than 20 per cent. Over the past three years, the overall growth in the automobile industry has been stable and profitable. The gap between receipts and profit performance is widening, and the phenomenon is seen as a higher priority for business growth than for profit creation, which is essentially an increase in industrial competition and cost difficulties. The value of branding is significant for business, and it is equally important to have access to long-term market space and to maintain short- and medium-term business profits in the face of competition. The second is between new energy vehicles, with a cycle of large-scale damps. Futures or appearances: a few cars are unique, most of them catch up, and some of them are lost — “strong, remaining. In 2023, the development of our new energy vehicles entered a new phase: economic recovery at the aggregate level and consumption is gradually being restored, but time is required. 2023 is a year of gradual economic recovery, but the consumption of durable supplies by the population remains weak, with overall stability in automobile consumption and a significant over-expected increase. New energy subsidies have been completely withdrawn since 2023, with some consumers locking ahead of the end of 2022 and spending part of their automobile consumption needs for 2023. This has also led to incomplete monthly sales of 1-2. Starting in March, the bus trench began and industry competition intensified. So far, long-waves such as sails, panes, peats, and garrisons, have been left, and some new forces, such as Huma, love, Bayten, polars, have faced survival problems. How can the winter be “dated”? A brand value breaks and a profit dilemma. Otherwise, they will lose their positions, ruthlessly leave their place of business, and will not be restructured. Thirdly, after two consecutive double-growth growth, the domestic increase in new energy vehicles will be slowed down in 2023. New sources of energy come from the sea and become effective increases. Export of new energy vehicles --- *Originally published on [GoldJustin](https://paragraph.com/@goldjustin/japan)*