The highlights of the new energy vehicles of the auto show are particularly large. In particular, the plug-in hybrid of pure electric power and traditional forces of the new force manufacturers has formed two major trends affecting short-term development. Currently, the A00-class mini-car market facing pure electric power is gradually To expand and non-restrict the purchase of new energy vehicles in the market, the two new topics are low. New breakthroughs in new products at this show are expected to promote the rapid development of new energy vehicles.
First, the traditional car companies plug into the main push
1, Autonomous three private fully-combined layout
One of the main pushes of the show's Geely booth was the release of Borui, reflecting the importance of inserting and mixing products. The Changan booth introduced the CS75 plug and play. Great Wall launched the Great Wall Wei P8, which is also a good choice. BYD's intermixing has long been an absolute strength. At this year's Beijing Auto Show, BYD Song MPV models were officially unveiled. SAIC and GAC passenger vehicles have long been strong, especially GAC's popularity. 4. Aid trump card, Mitsubishi and Fick with low fuel consumption all require GAC's intervention.
2, the mainstream of the joint venture wave
At the auto show, the joint venture brand's lineup was also rapidly expanding. Toyota, GM, Ford, Hyundai, Kia, and Land Rover all had products. Toyota officially released the Corolla plug-in hybrid version and the Ralink plug-in hybrid version. Car models. So far, Corolla has already had the traditional power, oil and electricity mixed, plugged in and mixed three different power forms. Shanghai GM's Buick brand's second plug-in hybrid model K5 plug and mix is also launched.
Second, pure power of the new forces
Pure electric is the mainstream of the future. I totally agree with the idea of insisting on pure electric development. After all, pure electric is suitable for all types of vehicles, and as the battery matures gradually, the advantages of the product will gradually be highlighted.
The advantages and disadvantages of the new automakers in this auto show are obvious. Although some products do not show enough, the concept is very good.
1. The advantages of the new forces are many. The first is that there is no interest burden and they dare to subvert.
Traditional car companies want to upgrade their fuel systems to maximize profits, and inserting and mixing are good choices. Some people say that the insertion and mixing are two systems. Some waste, I think not necessarily. After all, oil and electricity have their own advantages, and electric The energy consumption of the coal-to-electricity conversion of the vehicle is also very large. The gasoline vehicle's gasoline thermal efficiency has reached 40%, and under certain conditions is not lower than the thermal efficiency of coal-fired power plants.
However, our tax revenue is taxed on petrol and we don’t collect taxes on electricity. Therefore, the tax exemption of electric vehicles is a huge benefit support. New generations of electric vehicles should be consistent with long-term development trends. Persistence is victory.
2. Another advantage of the new forces is their ability to absorb the advantages of traditional car products.
The new forces of the auto show are very large cars. For example, there are 5 or so fans of electric cars, and there are also more than 4.5 meters. It is a characteristic of the electric cars. This is also a high price for learning traditional car companies. Profit and high-end demand,
The SUV of the new force is also a special price system to excavate the traditional car market, SUV is particularly expensive, so pure electric SUV can also be more expensive.
3, The advantages of the new forces are also innovations
The advantage of the new force's constructors is that they are good at innovation, and these innovations are also rapidly copied and then surpassed in China. This is also an advantage of the new carmakers.
Due to the insufficient product display of the auto show, the humanized highlights of the product are mainly designed. For example, the open vehicle from Weilai has many bright spots, such as the small robot NOMI on the central control of human-robot interaction, the comfortable configuration of the first officer, and the mobile phone. Charging etc. It is estimated that these bright spots will be quickly learned and become the industry's design benchmark.
Traditional car companies are now also jointly with ATB, namely Internet giants such as Ali and Tencent and Baidu, to get more opportunities for open development. Traditional car companies have a strong sense of urgency, so their open attitude is also very good, forming a very good industrial breakthrough characteristics .
Third, the mix of traditional car companies will be a huge short-term market opportunity
1, insert mixing advantage is the market acceptance
The advantages of inserting and mixing products are obvious, fuel consumption is very low, and there is demand in the market, which determines that the fuel consumption pressure of manufacturers can be solved. Consumers are more willing to buy and insert than pure electric, so the market potential for inserting and mixing is huge. But let consumers The core driver of the conversion of potential purchasing power is the price gap between the traditional cars. How high is the traditional car?
2. The process of international components affecting China
The lack of development in the early stages also reflects the poorer autonomy of auto parts in China than in vehicles. In particular, the core components of many new energy vehicles are international component giants. Therefore, the development process depends on the progress of parts and components. .
3, more and more leaders
The current number of new energy vehicle leaders is increasing. From BYD's thriving powerhouse to BAIC New Energy, Geely will become the leader in the future. SAIC certainly does not want to lag behind, but in the short term it will also protect Shanghai's profits. The future of new energy Inevitably, Geely BYD's private two-strong competition.
Toyota is the world leader in new energy. We always deliberately ignore Toyota's existence. However, due to the mixing of Corolla and Ralink, their market sales can be controlled autonomously, without looking at market demand, but Look at your own strategy. Moreover, Toyota and other companies generally do not rely on Chinese subsidies and develop completely in their own right. Therefore, their development is slow, but their potential is huge. In particular, Toyota can take the opportunity to develop its own parts and components, lose money to sell entire vehicles and nurture zero. As for the parts system, even if the entire vehicle is damaged by FAW and GAC, it cannot ignore and ignore Toyota's system construction.
4, the cost of intermixing needs to be comprehensively measured
From the cost point of view, the higher cost of 30,000-50,000 is the current state of cost. Of course, some models have a small mix of plug-in and high cost. This is not something to worry about. The market competition mainly depends on the attitude of the leader. 2.2 million countries with subsidies excluded In fact, the actual cost is increased by 1-3 million yuan. However, due to the algorithm saving 10 liters of oil. Without the cost of 3,000 yuan, it is unrealistic to reduce one litre of oil. Therefore, the actual cost of developing and intermixing traditional car enterprises has not increased substantially. The key is how to calculate. Financial pricing is not always a comprehensive interest and cost. Some leaders always want to sell cars without losing their profits. The actual consideration after intervention should be a comprehensive balance, and maximize profits.
