The most popular automobile industry pure electric

2022-07-25
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Pure electricity and hybrid in the automotive industry are not separated. Hydrogen fuel has taken another step. It may lead the times or become a martyr. It is in the once-in-a-century transformation period of the automotive industry, and the Pathfinder risks are unlimited. With more routes, 3M company doesn't actually touch the production of ternary materials. How should we go

recently, when the Chinese automobile enterprise innovation Anting index expert group came to GAC new energy, guhuinan, general manager of GAC new energy, talked about his confusion: there are too many routes, and the cost is a problem

at present, Chinese, American and European car companies mainly focus on electric vehicles, while Japanese and Korean car companies compete for hydrogen fuel vehicles, and there are differences in routes. Although the new four trends of electrification, intelligence, networking and sharing have basically reached a consensus in the industry, the question is whether electrification is multi-path, whether it is oil electric hybrid, pure electric, hydrogen fuel or others, which tests the judgment, human, material and financial resources of vehicle enterprises

in the face of many possibilities in the future, whether it is a multinational giant, an independent traditional car company or a new force in car manufacturing, they are all adjusting their pace according to the situation. While facing the change from incremental market to stock market, on the other hand, it has experienced the transformation from fuel vehicles to new energy vehicles. The superposition of multiple pressures, such as market shocks and technological innovation, makes it difficult for every auto enterprise to relax

the real action of the giant

Volkswagen and Toyota, who take turns in the global automobile alliance, are seeking change, especially in China

recently, the brand-new brand logo and brand design of Volkswagen welcomed its debut in China. In addition, Volkswagen also released the first pure electric ID. model for the Chinese market, and announced the new new energy strategy gotozero (towards zero emissions)

fengsihan, CEO of Volkswagen passenger car brand in China, said: we have brought a new look, new character, new goals and new models to the Volkswagen brand. Volkswagen will continue to research and develop energy-efficient internal combustion engine models, and ID

VW's bid change is seen as a change in VW's strategy in China and a challenge to the new energy vehicle market. At the second China International Fair, all the 6 vehicles exhibited by Volkswagen were new energy vehicles. Our electrification offensive in China is speeding up in an all-round way. By the end of this year, all our 14 new energy models will be on the market. By 2025, we plan to launch about 30 domestic new energy vehicles. Feng Sihan said so

Volkswagen plans to invest more than 30billion euros in the field of electric vehicle manufacturing in 2023, including 15billion euros in China. On November 8, the newly built SAIC Volkswagen MEB plant was completed in Anting, Shanghai. This is the first pure MEB plant newly built by Volkswagen 28 (5) 04057014180 d=4a car group in the world. It will produce Audi, Volkswagen, Skoda and other electric vehicles. The MEB plant reconstructed based on phase II project in Foshan is also in progress. According to the plan, Volkswagen, the two Chinese MEB factories that will start producing electric vehicles next year, will have a capacity of 600000 vehicles. Volkswagen hopes to increase the output of electric vehicles to about 1million by the end of 2022, and China will become a key battlefield in the global electric vehicle competition. By 2025, 25-35% of the models sold by Volkswagen in China will be pure electric vehicles

like Volkswagen, Toyota also launched a fierce attack this year, but the route is relatively complicated

with the heating up of China's hydrogen fuel market, Toyota actively established Tsinghua University Toyota joint research institute with Tsinghua University this year, and began to provide Chinese commercial vehicle manufacturers with hydrogen fuel cell (FC) components. It has successively cooperated with BAIC Foton, FAW and Suzhou Jinlong in the field of FC commercial vehicles, and then signed strategic cooperation framework agreements with FAW and GAC, planning to launch hydrogen fuel cell vehicles in the future

Toyota began to develop hybrid electric vehicle (HEV) and hydrogen fuel technology in the early 1990s. For a time, it had no time to take pure electric into account. Its original route was to move directly from hybrid to hydrogen fuel. However, until 2016, Toyota began to adjust to include pure electric as the main force. In this regard, Toyota China senior management explained in an interview with first finance that based on the decline in battery costs and the environmental protection policy needs of China and other markets

in the past three years, in order to make up for the shortcomings of pure electric vehicles, in addition to cooperating with Mazda, Suzuki, Panasonic and other Japanese enterprises, Toyota also joined hands with two major power battery suppliers Ningde times and BYD in China for the first time this year. After signing a contract with BYD in July to jointly develop pure electric vehicles for cars and low chassis SUVs and the power batteries required for the above products, Recently, a joint venture agreement was signed with BYD on the establishment of a R & D company for pure electric vehicles. The new company with 50% contribution from both sides will be established in China in 2020 to carry out the design, R & D and other related businesses of pure electric vehicles and the platforms and parts used by the vehicles

just this year, Toyota announced that it would advance its global electrification target by five years and would sell 5.5 million electric vehicles worldwide by 2025, including 1million hydrogen fueled vehicles and pure electric vehicles. Toyota President Akio Toyoda pointed out that the home of electric vehicles is in China, led by the Chinese market. More than 10 electric vehicles will be introduced in 2025

cuidongshu, the Secretary General of China Travel Association, said in an interview with China business news that since this year, multinational car giants have really made efforts in new energy vehicles, and are expected to catch up with and surpass their own in plug-in hybrid, but it is difficult to do so in pure electric vehicles for the time being. It is not only their own leadership in pure electric technology, but also their product diversification

high risk investment

Volkswagen, Toyota, general motors, Ford and other traditional auto giants have cut a number of expenses and freed up a large amount of funds for the new four modernizations revolution

Volkswagen plans to invest tens of billions of euros in electric vehicles, while Toyota ranks first among Japanese enterprises with a R & D budget of 1.1 trillion yen (about 70.73 billion yuan) in 2019. At present, domestic independent auto companies are also continuously investing. GAC has invested 26.7 billion yuan in R & D in new energy, smart link and other technological innovation in more than ten years (up to June 2019). Chang'an Automobile plans to invest more than 100billion yuan in the whole new energy industry chain by 2025. Li bin, founder of Weilai, a new force in car manufacturing, said that 22billion yuan has been spent, of which more than 10 billion yuan is used for positive R & D. However, there are high risks in the huge investment. Wei Lai is in a tight financial situation because it does not grasp the rhythm

BYD and Tesla, which took the lead in electric vehicles, sold more than 200000 vehicles last year, but Tesla still lost $970million last year. Although BYD is currently making overall profits, it has not separately disclosed the profits and losses of new energy vehicles. It is worrying whether it can really adapt to market competition after subsidies are weaned. Faced with a sharp decline in subsidies this year, BYD has declined for four consecutive months since July. In October, its sales volume was only 12600, a year-on-year decline of more than 50%

according to the latest data of the passenger Federation, the wholesale sales volume of new energy passenger vehicles in China in October was 65700, a year-on-year decrease of 45%, of which 51000 were pure electric vehicles, a year-on-year decrease of 46%. With the sharp rise in sales costs brought about by the decline of subsidies at the end of June, the wholesale sales volume of new energy passenger vehicles fell for four consecutive months since the polishing in July. The wholesale sales volume of new energy passenger vehicles from January to October was 850000, and the growth rate slowed to 17%

sunmuzi, an automotive analyst, said that although there is no doubt about the development prospect of new energy vehicles, the process is bumpy. In recent months, the new energy market has continued to decline, which means that the user demand is still relatively weak. Next year, multinational automobile enterprises will focus on the supply of electric vehicle products, and the independent pressure will increase

when will electric vehicles be profitable? This is the answer that many car companies urgently need to know. As the world's most profitable car company, Toyota previously stood still on pure electric vehicles, which is related to whether electric vehicles can be profitable. Takeshi Uchiyama, chairman of the board of directors of Toyota, said in a media interview that the battery capacity required by electric vehicles is five times that of hybrid vehicles, and the increase in related costs makes it very difficult to make profits. He also said that if electric vehicles develop too fast, most automakers will not be able to make profits at all

however, the world still accelerates the pace of electrification, and the technology and market have improved significantly, especially in China. Last year, the sales of new energy vehicles exceeded one million for the first time, and the current number of new energy vehicles exceeds 3million. Toyota, though successful in the practice of hybrid technology to improve fuel vehicles, has sold more than 14million HEV in the world, but it is difficult to commercialize hydrogen fuel vehicles, which is more difficult than expected. Since the first hydrogen fuel car Mirai was launched in 2014, it has sold only 10000 vehicles so far. While believing that the hydrogen energy society will come, Toyota has to face the reality. While focusing on hybrid power, Toyota continues to develop a variety of fuel or energy vehicles, including fuel cell vehicles, plug-in hybrid vehicles and pure electric vehicles. However, the multi-path coexistence of hydrogen and electricity is not easy even for a giant like Toyota. Kobayashi, the former chairman of Toyota China, said last year that China's car market is changing rapidly. Not only Toyota, but also every enterprise should feel great pressure

in order to reduce risks and costs, Toyota continues to expand its circle of friends on the road of electrification. And the independent auto companies that have taken the lead in electrification have also aligned with multinational auto companies to defend against risks

Tesla, which has been struggling for 16 years, has a net profit of US $143million in the third quarter of this year. With its domestic production in China, it is expected to become the first new energy vehicle enterprise to achieve profits by relying on the market. Toyota and BYD will work together to learn from each other's strong points and complement each other's weak points, which will also promote the acceleration of pure electric vehicles. In addition, with the expansion of B-port and T-port and the improvement of technology, the power battery accounts for 50%~60% of the total vehicle cost. At present, it has been reduced to about 30% in some vehicle models. These let car companies see the hope of pure electric market. However, most of the independent new energy vehicle enterprises are still confused. China's electric vehicle market mainly depends on policy promotion, and consumers and the market are the decision makers to judge which kind of power transmission system is most suitable for them. Once the subsidy is completely withdrawn in 2021, whether it can adapt to the market is a big problem

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