In the middle of 2021, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) cars increased by more than 160% year-on-year, and the sales volume reached 3.52 million, ranking first in the world. The new forces of car making such as Xiaopeng, ideal and Weilai performed brilliantly.
“The development of new energy vehicles is a typical overtaking by changing lanes.” Recently, Miao Wei, deputy director of the Economic Committee of the CPPCC National Committee, said at the forum of the Eighth China electric vehicle hundred people’s Congress.
“Overtaking by changing lanes” has two meanings for China’s automobile industry: the strong breakthrough of new energy vehicles has narrowed the gap with the world; There is no problem with the technical path of new energy diversification (extended range electric, hybrid and pure electric), which is in line with the vision of double carbon goal and market demand.
The market sales volume shows everything. In the middle of 2021, the production and sales of Shanxi Guoxin Energy Corporation Limited(600617) cars increased by more than 160% year-on-year, with the sales volume reaching 3.52 million, ranking first in the world. The new forces of car making such as Xiaopeng, ideal and Weilai performed brilliantly.
Transformation of China’s automobile industry
What kind of path is needed?
In 2021, the European new energy vehicle market also performed well, with sales reaching 2.338 million, a year-on-year increase of 66%. It is worth noting that the market penetration of new energy vehicles in Europe has reached 16.5%, higher than 13.4% in China.
Therefore, under the vision of green and low-carbon development, China still needs to clearly examine the future of the automobile industry.
“Promote the comprehensive market-oriented development of new energy vehicles, make positive contributions to the transformation and upgrading of the automotive industry and the realization of the ‘double carbon’ goal.” Wan Gang, vice chairman of the National Committee of the Chinese people’s Political Consultative Conference and chairman of the China Association for science and technology, said at the electric vehicle hundred people’s meeting forum.
The next key decade will ultimately determine the competitive quality of the whole track of China’s automobile industry.
Li Xiang, founder of ideal automobile, pointed out at the electric vehicle hundred people forum: “how do consumers view the new energy vehicle market? The two most important cores: first, what does Lbx Pharmacy Chain Joint Stock Company(603883) need? Second, what does the government need? These two combine to ensure the long-term healthy development of the automobile industry.”
At the government level, the state vigorously advocates new energy vehicles, considering both climate, energy and other strategic aspects, as well as the concept of green development.
China has made a commitment to actively respond to climate change and strive to achieve carbon peak by 2030 and carbon neutrality by 2060. New energy vehicles will play an important role in the process of carbon peak and carbon neutralization.
The average carbon emission per kilometer of an ordinary fuel vehicle is 241.9 grams, while that of a pure electric vehicle is only 146.5 grams, reducing carbon emissions by about 40%. According to the data of the Ministry of public security, the number of new energy vehicles is 7.84 million by the end of 2021. Based on 20000 kilometers per year, 15 million tons of carbon emissions can be reduced a year.
The future is very clear. Both the central and local governments have spared no effort to support the infrastructure construction of new energy vehicles such as charging piles, and have continuously issued incentive policies; Both traditional car companies and new forces in car manufacturing are constantly in line with national strategies and needs, and help to achieve the goal of carbon reduction from multiple perspectives such as realization path and technical route.
As for the technical path, with the formal entry of the technical solution of “incremental program” into the development plan of new energy vehicle industry (20212035), it means that extended range electric (hybrid) and pure electric will go hand in hand for a long time. This idea is to accelerate the large-scale replacement of fuel vehicles by new energy and realize the best route combination for Chinese brands to surpass overseas brands.
What car do consumers want?
The answer to the ideal car
Still returning to the question raised by Li in his speech at this forum, Lbx Pharmacy Chain Joint Stock Company(603883) what kind of car does need?
On the list of new forces of car making in 2021, ideal car achieved annual sales of 91310 vehicles with one ideal product, with a year-on-year increase of 172.67%. In the market strategy of various products of other new forces, this ideal good report card has a lot to think about.
Yang Yusheng, academician of the Chinese Academy of engineering, believes that the fuel saving of the add-on program vehicle under the mixed working condition is much higher than that of the plug-in hybrid vehicle, because the power of the internal combustion engine is small and generates electricity under the best working condition (the best fuel consumption point), which can save more than 50% of the fuel. The most important thing is that this kind of car can be completely independent of the ground charging station, which is very convenient for users.
“Increasing program” is not difficult to understand. The literal meaning is to increase the range of electric vehicles. Compared with pure electric vehicles, the main difference is that there is one more range extender.
Take the ideal one as an example. When driving in the urban area and using the pure electric mode, the ideal one can provide 188km pure electric endurance, which is no different from the pure electric vehicle, and can also meet the daily commute of the city; If you drive a long distance, when the battery energy is insufficient, the range extender uses the traditional fuel engine as a “charging treasure” to charge the vehicle battery, which can quickly replenish energy and have no burden when you go far.
“It is precisely because it meets the needs of users that the ideal one has also had a very good market performance in the past. Putting all electric vehicles, fuel vehicles and PHEVs together, we have achieved the first place in the middle and large-scale SUV in the past year. It is also a rare car with more than 300000 cars in China. The monthly sales of single cars have continued to exceed 10000, which is the recognition of users in the real market.” Li wants to say.
In line with the needs of users for convenient use, cost and environmental protection, the added program electric vehicle is being recognized and accepted by more and more people. Academician Yang Yusheng has repeatedly said in public that “the added program vehicle is really energy-saving”. His reasons are mainly three points: the added program vehicle has high safety, which is determined by the low battery consumption of the added program vehicle and the parallel system composed of the extended range device and the battery; High thermal efficiency, because the speed regulation of internal combustion engine is in the narrow range of the most energy-saving; Energy recovery during braking and downhill can save fuel by 15% to 20%.
Dongfeng and Huawei joined,
Increase the future of the program track
The path of adding program, which has been constantly questioned, let Li want to go through.
“Extended range electric vehicles were a new energy industry direction given by the national development and Reform Commission at that time. In the early days, very few enterprises really tried this road, and they were ideal for one in the past few years. With the development of these years, Dongfeng and Huawei also began to launch extended range electric vehicles.” Li Xiang said.
From a technical point of view, at the beginning of the birth of the ideal car, if you want to manufacture a medium and large SUV with a price of more than 300000 yuan and a endurance of more than 500km, the advantages of pure electric technology over incremental program technology are not so great. On the contrary, incremental programming technology is the only best choice to achieve these technical indicators of the ideal car.
Li Xiang insisted that electric vehicles with increased programs would be more energy-efficient and have lower average carbon emissions under congested urban roads. “Before the disruptive innovation and industrialization of power battery technology, additional program technology products can give consumers more choices.”
Another important reason why Li wants to stick to it is that its planned 150 km pure electric endurance can cover all mainstream big cities in the world, which is in line with the concept of carbon reduction development. According to the actual results of the operation of ideal cars in the past two years, in major cities such as Beijing, Shanghai, Guangzhou and Shenzhen, the average proportion of pure electric driving mileage of ideal car owners reaches 70%, and the proportion of pure electric driving hours exceeds 80%. At present, from the perspective of vehicle end, the carbon emission of ideal vehicles can be reduced by 65% nationwide and 76% in cities.
For the incremental electric vehicle, academician Yang Yusheng believes that this kind of vehicle is the easiest to market. At present, following the ideal pace, China Dongfeng, Huawei, Tianji automobile, ziyoujia and other auto enterprises are making efforts in this market. In the future, the power of electric vehicles will grow stronger. Ideal hopes to work with the industry to firmly continue the route of adding program electric vehicles.
“Through the new generation of extended range technology and new intelligent operation mode, we are very confident to reduce carbon emissions by more than 90% from 76% in the past. We are very happy to see that more and more enterprises are doing the same way. In the past, PHEVs were 50 or 60 kilometers, and today a large number of PHEVs are 150 kilometers and 200 kilometers (the ideal L9 battery life will be more than 200 kilometers) , this is a very effective technical route. ” Li Xiang said.
