In 2022, the wholesale volume of passenger car market was 630,000 new energy vehicles, with a year-on-year increase of 104% and a quarter-on-quarter increase of 12%. Mixed fuel truck
The wholesale volume was 6.5438+0.47 million, up 265.438+0% year-on-year and down 6.7% month-on-month. The market share of new energy vehicles hit a new high of 30%, and the growth rate of wholesale sales was far ahead of that of fuel vehicles, both year-on-year and quarter-on-quarter.
Behind the doubling of the market share of new energy vehicles, various car companies do have joys and sorrows. Because of the growth of new energy market share
For independent brands and joint venture brands, it is not balanced. Independent brand new energy wholesale sales of 502,000 vehicles, accounting for 80%, occupying an absolute dominant position in the market, but this advantage is not only
Only this year.
Let's take a look at the sales data of new energy in the past three years. The average market share of independent brands is 79%, which is in an absolute dominant market position.
In the new energy era, the original market structure in the fuel vehicle era has been completely subverted, and the joint venture brand has been completely dominated by independent products.
The transformation of the absolute superiority of cards.
In the new energy track, from the perspective of wholesale sales, independent brands are not only overtaking, but also joint venture brands.
Can't compare with it. Behind the gorgeous transformation of market structure is the strong support of China government for the development of new energy.
First, from special financial subsidies to exemption from purchase tax, from
The double-point policy introduced a special number plate for new energy, and the hand of macro-control gradually changed China's new energy market from policy-oriented to
Market orientation.
After more than ten years of accumulation, new energy vehicles have erupted today. Let's take a look at the market share of new energy vehicles in the past three years.
It is found that from 6%, 265,438+0,65,438+06% in 20 years to 30% now, it has doubled every year. Before talking about the advantages of the main power technology route of independent brands, let's take a look at the new energy market under high-speed growth.
The structure is quietly changing.
With the rapid growth of sales of new energy vehicles, the market structure of new energy vehicles is also changing significantly: pure electric vehicles and
Plug-in hybrid is growing at a high speed, but the growth rate of plug-in hybrid is obviously higher than that of pure electric vehicles. As can be seen from the data, pure electric is still the mainstream of the new energy market. And China brand battery, motor and electronic control technology.
Technology and the supply chain system of pure electric vehicles are also far ahead in the world.
However, the rapid growth of plug-in hybrid vehicles reflects a problem. Pure electric has not solved the long-standing anxiety about cruising range.
Title.
The slow construction of public charging infrastructure has further aggravated this anxiety. Holiday service area charges 1 hour and queues for 4 hours in the news layer.
Not poor. In Shunyi District, Beijing, there was even a situation in which new energy owners queued for charging at 4 am, because they would not be able to queue up if they went late.
Second, after years of development, the new energy market is more mature and consumers' choices are more rational. The more mature consumers,
Starting from their own needs, plug-in hybrid vehicles with zero endurance anxiety are more and more popular, which is what we see as plug-in hybrid vehicles.
The reasons for the sharp increase in the proportion of vehicle types.
For the hybrid car market, Toyota and Honda have the first Mover advantage.
Toyota started the research and development of hybrid power as early as 69 years ago and registered a large number of patents.
Especially cores like planetary gears.
Technology directly establishes the patent technical barrier of THS, and latecomers can only bypass Toyota's patent barrier through other technical routes.
Honda hybrid research and development also has a long history, which has been more than 25 years. The fourth generation i-MMD has been launched this year. Different from the previous one.
The first generation and the fourth generation adopted the idea of double motors, and innovatively designed a set of multi-parallel shaft comprehensive transmission devices, which solved the problem of single motors in previous generations.
Pain point.
However, even if it has the first-Mover advantage, the mixed field that Toyota and Honda have been deeply cultivating has been packaged by their own brands in the China market.
Wai.
Third, independent brands include Great Wall Intelligent DHT, Chery Kunpeng Hybrid, Geely Raytheon Hybrid, Changan Blue Whale Hybrid, BYD DM-I.
On behalf of, is the international leading level in technology.
Toyota THS, Honda i-MMD, Great Wall Intelligent DHT, Chery Kunpeng, Geely Raytheon, Changan Blue Whale, BYD DM-i ***7.
Kind of, just look at the name is dazzling, what's more, every family has its own publicity of 3, 9, 1 1 mode, planetary teeth.
Advanced technologies such as wheels and double planetary gears.
So as an ordinary consumer, how to judge which is better? Today, I will give you the simplest method, that is, to see whether electricity is dominant or combustion is dominant.
Oil is dominant.
This is a result for plug-in hybrid vehicles, but the starting point for achieving this result is different. Some brands are based on fuel.
Starting point, increase the power system to achieve low fuel consumption; Some brands take electricity as a starting point and increase their endurance and power by adding fuel systems.
Fourthly, all the others are hybrid transformation, which reduces the fuel consumption of fuel vehicles, and is essentially the electrification of fuel vehicles. In the new energy era
Generation, the electrification repair technology based on fuel vehicles is doomed to be eliminated by the market, so it is not discussed here today.
As mentioned above, the original intention of consumers to choose plug-in hybrid vehicles is to solve mileage anxiety and realize a zero-anxiety car experience.
Next, let's talk about how BYD DM-i and Great Wall Intelligent DHT, which are mainly based on electricity, solve the battery life problem.
The vehicle is equipped with a generator which can be driven by the engine to generate electricity for the vehicle. At this time, how far the waiting car can drive depends entirely on the oil.
How big the box is, the mileage anxiety of pure electric vehicles will be solved.
In fact, this is not a new technology. Mr. ferdinand porsche showed off his Lohner Porsche.
Type A, this car adopts extended-range power system.
The lengthening scheme solves the anxiety problem of pure electric mileage, but its shortcomings are also obvious. The mechanical energy of the engine is converted into electrical energy, and then
Converted into mechanical energy, each conversion will bring energy loss.
Fifth, although the engine can maintain the most efficient speed to generate electricity, it can theoretically save more fuel. But the real car test effect, with
The fuel consumption of pure fuel vehicles is basically the same.
The engine of the extended-range vehicle increases the load, but the engine only generates electricity and does not participate in providing power. When a strong power output is required,
At that time, we could only rely on the motor, and the load of the engine at this time became the burden of acceleration.
In other words, consumers can experience the powerful power and excellent NVH effect of pure electric vehicles by using such vehicles, but they can't enjoy pure ones.
Low energy consumption of electric vehicles. If the electric car runs on 100 km 10 oil, why not burn the oil directly?