Auto stocks have suddenly risen sharply in recent days, with many brands hitting the daily limit. This is obviously because under the guidance of the Ministry of Industry and Information Technology on October 27, the China Society of Automotive Engineers organized more than 1,000 experts from the entire industry to The release of the "Energy Saving and New Energy Vehicle Technology Roadmap 2.0" which was revised and compiled in a year and a half. There should be no doubt that a roadmap that stimulates the stock market sector will inevitably stimulate the development of my country's new energy vehicle industry.
According to the plan, by 2035, the sales volume of energy-saving vehicles and new energy vehicles will each account for 50%, the automobile industry will realize the electrification transformation, and the number of fuel cell vehicles will reach about 1 million; all traditional energy-powered passenger vehicles will be hybrids. Power, new energy vehicles have become the mainstream, accounting for more than 50% of sales. In terms of charging infrastructure, by 2035, more than 150 million slow charging ports (including free charging ports and public charging ports) will be built, and 1.46 million public fast charging ports (including special vehicle areas) will be built. This plan has set hard targets. If the major car companies do not follow up in time, their survival will be in danger. The intention of taking this initiative to rush into the forefront of the world's automobiles is also on paper. In fact, even if such a plan seems to be aggressive, it is based on a certain industrial foundation. In addition to new forces, many car companies have also been involved in the development of new energy vehicles, especially electric vehicles, in recent years. Looking at the automotive industry, today it is almost impossible to find any domestic or foreign car companies that have not started developing electric vehicles.
The "Energy Saving and New Energy Vehicle Technology Roadmap 2.0" involves nine key areas, including energy-saving vehicles, pure electric and plug-in hybrid vehicles, fuel cell vehicles, intelligent connected vehicles, power batteries, New energy vehicle electric drive systems, charging infrastructure, vehicle lightweight technology, intelligent manufacturing and key equipment, etc. It can be seen that this technology roadmap provides technological guidance for the sustained, rapid and healthy development of my country's automobile industry, and promotes the accelerated development of the electric vehicle industry. Under the general trend of new automotive energy, all major car companies are facing strategic upgrades. How to choose the right time to transform, how to change, and the pace of change all test the strategic decisions and technical levels of car companies.
Our country has formulated this roadmap for the automobile industry. So under the trend of new energy vehicles, who is already at the forefront of the current automobile industry? To say that the current performance of new energy vehicles is outstanding, it is none other than Toyota. Toyota's sales of new energy vehicles alone have now reached more than 20,000 units, ranking first in the world. Volkswagen, another giant in the automotive industry, also released a three-step energy conservation and environmental protection strategy and product plan as early as 2009. Three years ago, it announced a new energy vehicle strategic plan for the Chinese auto market. By 2025, Volkswagen The automobile will launch a total of more than 20 new models, including imported and domestic plug-in hybrid and pure electric models. By 2030, the Volkswagen Group's direct investment in promoting the industrialization of electric vehicles will exceed 20 billion euros. It can be said that it has deep pockets and is working hard to develop new energy vehicles. In addition to traditional car companies, not to mention Tesla, the leader in pure electric vehicles, the Shanghai factory has recently made additional investments, and prices have dropped after all models have been produced locally in China, which has put considerable pressure on all new energy vehicle developers. The automotive giants are coming fiercely, and domestic independent brands and joint venture brands are stepping up to follow suit. my country's new energy and new power brands are gradually rising. It is better to rush early than to catch up, as latecomers will catch up. In the industrial transformation towards new energy, let us take a rough look at the development trends of some car companies -
Toyota
Early In 1997, Toyota launched the world's first mass-produced HEV model "Prius Prius" based on the concept that "environmental-friendly vehicles can only contribute to the environment if they are popularized." Today, the Prius has developed into its fourth generation. At the same time, under the leadership of the Prius, Toyota's hybrid family has also accelerated its growth from single-handedly, and now has more than 20 hybrid products.
Toyota not only has solid technology in the hybrid field, but also has achieved a full-field layout of HEV, PHEV, EV, and FCEV, which shows Toyota's breadth in hybrid technology.
At this year's Beijing Auto Show, Toyota displayed six models: Avalon Twin Engine, Camry Twin Engine, Corolla Twin Engine, Ralink Twin Engine Sports Edition, Rongfang RAV4 Twin Engine and Wilanda Twin Engine, accelerating its strategic transformation. In terms of PHEV, last year, Toyota introduced the PHEV plug-in hybrid models Corolla Shuangqing E and Ralink Shuangqing E, laying out a plug-in hybrid vehicle product line. In terms of EV, this spring, Toyota launched the Toyota brand mass-produced pure electric models C-HR EV/Yize E Jinqing and Lexus UX300e in China for the first time, opening Toyota's layout in the field of pure electric vehicles. In terms of FCEV, sales of the Mirai hydrogen fuel cell vehicle began in Japan in 2014 and extended to the United States and Europe the following year. A new FCEV "MIRAI Concept" concept car was displayed at the Beijing Auto Show this year, which will be launched at the end of this year. The final model of the second-generation "MIRAI" in the research and development stage has a cruising range of 650 kilometers, which is equivalent to traditional fuel vehicles and has huge potential.
With the layout in place, of course the production line must also keep up. On June 29, the project groundbreaking ceremony of FAW Toyota New Energy Branch was held in Tianjin Binhai New Area Central Eco-City. The new energy factory will produce new energy vehicle products including EVs and HEVs, with an annual production capacity of 200,000 vehicles. On August 29, GAC Toyota announced that the second phase of its new energy vehicle production capacity expansion project has officially started. It is understood that the project covers an area of ??740,000 square meters, and will contribute more than 50 billion in real estate value every year after reaching full production. At the same time, GAC Toyota's production capacity will also be greatly improved, and it will drive more than 30 surrounding parts and components manufacturers. Contributed to local industrial output value exceeding 100 billion yuan.
Technically, GAC Toyota Dual Engine Hybrid embodies Toyota’s 23 years of profound hybrid technology accumulation. Toyota's hybrid system combines the electric motor and the engine, and combines the output power of the engine and electric motor through the original patented technology PSD planetary gear power distributor and an E-CVT transmission mechanism composed of a set of planetary gear sets. It is driven by the motor when starting and driving at low speeds. When driving at medium and high speeds and when accelerating strongly, the engine and motor are dual-driven, 1 1gt; 2, to achieve stronger power and lower fuel consumption.
In addition, after the introduction of the TNGA architecture in 2017, GAC Toyota Dual Engine Hybrid was upgraded to a more advanced "TNGA Dual Engine Hybrid" power technology. Relying on the TNGA architecture, it achieves the world's top 41 thermal efficiency and long-life hybrid nickel-metal hydride battery. Equipped with E-FOUR electronic four-wheel drive, E-CVT, double wishbone suspension, etc., making driving more fun. At the same time, there are also TSS smart travel safety, high-rigidity body, etc., making travel safer. Therefore, the eighth-generation Camry Dual Engine Hybrid, the new generation Ralink Dual Engine Hybrid, and the Wilanda Dual Engine Hybrid will further accelerate the popularity of the hybrid market with their leading advantages of high value, high performance, high quality, and personalization. To date, Toyota's cumulative global sales of hybrid vehicles have exceeded 16 million units, and there has been no safety incident such as battery explosion.
With the launch of new production lines by the two joint ventures, Toyota's annual production capacity in China will increase by 400,000 vehicles per year, and all of this production line will be used for the production of new energy vehicles. This plan further promotes Toyota's new energy vehicle plan in China while meeting market demand and new energy points requirements. According to Toyota Motor's plan, Toyota will introduce 10 electrified models to China by 2025, including 3 SUVs, 1 station wagon and 2 MPV models.
In addition, in November 2019, Toyota Motor also signed a joint venture agreement with BYD to establish a pure electric vehicle research and development company. In April 2020, Toyota and BYD jointly announced that "BYD Toyota Electric Vehicle Technology Co., Ltd." was officially established. Each party holds 50 shares of the joint venture. Its main business includes pure electric vehicles and the design of platforms and parts used for the vehicles. , R&D, etc.
Volkswagen
As one of the world's leading car companies, Volkswagen officially released its electrification strategy in 2017, announcing that by 2030 at the latest, the entire model lineup of the Volkswagen Group will be fully electric. Electrification. This goal makes Volkswagen Group the first car company to specify a timetable for electrification of its entire product lineup.
Under the trend of new energy, Volkswagen has proposed multiple strategies: sharing the MEB platform, building its own charging facilities, building its own operating system, investing in lithium battery manufacturers, and reserving solid-state battery technology. It is planned that by 2025, the Group's brands will launch a total of more than 80 new electric models, including 50 pure electric models and 30 plug-in hybrid models, accounting for about a quarter of the new cars sold by the Group. It will be a pure electric vehicle. It is expected that the annual sales volume of the group's pure electric vehicles will reach 3 million units, and it aims to become the global market leader in the field of electric vehicles.
In May this year, Volkswagen Group’s China business and electrification strategy opened a new chapter. Volkswagen invested 1 billion euros to acquire 50% of the shares of JAC Automobile, and at the same time increased its shareholding in the electric vehicle joint venture JAC Volkswagen to 75%, and obtained the management rights of the joint venture. The company plans to launch 5 more pure electric vehicles by 2025, and at the same time establish, Improve electric vehicle factories and R&D centers. Volkswagen will also invest approximately 1.1 billion euros to acquire 26 shares of domestic battery manufacturer Guoxuan Hi-Tech Power Energy Company and become its majority shareholder, becoming the first foreign-funded automobile company to directly invest in a Chinese battery manufacturer. Volkswagen has planned to provide Chinese consumers with approximately 1.5 million new energy vehicles by 2025, most of which are pure electric vehicles.
Volkswagen’s first mass-produced new energy vehicle was the new generation Touareg SUV hybrid vehicle released at the Geneva Motor Show in 2010. The second hybrid vehicle was the Jetta. According to FAW-Volkswagen, the ID.4 CROZZ based on the MEB pure electric vehicle modular platform has recently rolled off the production line and will be released on November 3. In addition, on October 27, as a yellow ID.4X rolled off the production line, the SAIC Volkswagen new energy vehicle factory with a total investment of over 17 billion yuan was officially put into production. This is the Volkswagen Group's world's first newly built factory specifically for the production of MEB platform models. It is planned to have an annual output of 300,000 vehicles. It will help Shanghai become a new energy vehicle industry production center with global influence, and Volkswagen's in-depth electrification layout will be accelerated. . Deutsche Bank predicts that Volkswagen may surpass Tesla in 2022 and become the world's largest electric vehicle manufacturer. Volkswagen's MEB platform is positioned for mid- to low-end models, and MEB models are expected to become popular models. Companies in the upstream and downstream of the domestic industrial chain will benefit. Related companies include Precision Forging Technology, Guoxuan High-Tech, etc.
New energy development status and plans of independent car companies
In addition to the world's leading brands and joint venture car companies, the development of new energy vehicles by domestic independent brands and new power car companies is no longer possible. underestimate. Almost all first-tier independent brand car companies have their own new energy vehicle brands. For example, Geely's Polestar brand, which develops high-end new energy vehicles, was born; Great Wall Motor's electric vehicle brand Euler's pure electric vehicle has been sold in the auto market; Changan Automobile released its new energy vehicle development strategy for the next 10 years as early as 5 years ago. , plans to become an internationally advanced and domestic first-class new energy vehicle company; Chery's Ant Motor brand has launched its first Ant pure electric SUV at this year's Beijing Auto Show; not to mention BYD, its new energy vehicle sales have maintained the first place for many years. GAC New Energy's Aian pure electric car is gaining momentum. SAIC's new energy brand R Auto has launched a pure electric car with a long-distance range of 620 kilometers and full-scenario travel; BAIC New Energy has formed an industrial layout that radiates across the country, with a variety of options. of pure electric models. Recently, the pure electric Hongguang MINI launched by Wuling Motors, which is said to be the mobility scooter that the people need, set a car sales record and became the fastest new energy vehicle in the world to exceed 10,000 sales. It can be said that independent brand car companies are catching up with each other on the road of industrial chain transformation, and their main performances are different -
Great Wall Motors
Under the trend of new energy, Great Wall Motors' Honeycomb Yichuang has developed a powertrain system with collaborative innovation of engine, transmission and electric drive, and it is installed on the lemon and tank dual platforms. In addition, Great Wall Motor's innovative tentacles are not satisfied with just building a hybrid powertrain system, but will also build a clean power system covering traditional fuel-hybrid-pure electric-hydrogen fuel power.
In terms of hybridization, focusing on the leap of engine thermal efficiency from 38 to 43, it has mastered a series of core technology patents including variable compression ratio, dynamic cylinder shutoff, rapid combustion, high-energy ignition, exhaust gas recirculation, etc.; For the hybrid transmission, it has mastered core technologies such as integrated high-efficiency hybrid system, ultra-low viscosity lubricant, high-efficiency demand execution system and independent hybrid transmission software control; for the super-integrated electric drive system, it has independently developed a super-8-layer flat wire Motor, TCU, high-voltage to low-voltage controller, motor controller and many other core technologies. The continuous breakthroughs in these core technologies have laid a solid foundation for products to have diversified experiences.
In addition, Honeycomb Energy and Weishi Energy, both subsidiaries of Great Wall Holdings, focus on the research and development of power batteries and the research and development of hydrogen fuel power and hydrogen storage systems respectively. The two companies have gradually emerged as industry technological leaders in their respective fields by virtue of their forward independent research and development of core key components of pure electric and hydrogen fuel power. They are a solid backing for Great Wall Motor to expand its territory and overcome obstacles in the new energy field.
Geely Auto
In Geely’s new energy strategy, it takes into account the three technical routes of hybrid, plug-in hybrid, and pure electric vehicles, and simultaneously develops hydrogen fuel cell vehicles and methanol vehicles. car. The strategic plan proposes that by 2020, new energy vehicle sales will account for more than 90% of Geely's overall sales, of which plug-in hybrid and gasoline-electric hybrid vehicles will account for 65%, and pure electric vehicles will account for 35%. Currently, Geely's subsidiaries include Maple Leaf, Geely New Energy (Geometry), Lynk & Co, Polestar and Volvo, all of which are involved in the new energy field.
In terms of product line layout, Geely’s new energy product line will focus on 2019, covering cars, SUVs and MPVs, with prices ranging from 120,000 to 260,000, and this is also the first time to buy a new energy vehicle. main range. All Geely models will be electrified in the future, including pure electric products based on the FE and PMA platforms, and plug-in hybrid models based on the CMA modular and its derivative platforms.
Roewe Automobile
As one of the earliest car companies in China to develop new energy, SAIC Roewe has always adhered to the "technical" route and is the only domestic company in the field of "pure electric, plug-in It is an enterprise with world-leading technology and independent intellectual property rights in the three major technical fields of "strong hybrid and fuel cells". In 2015, SAIC Roewe launched the "NetGreen" technology brand forward-looking, which has a complete new energy system and complete technical reserves. Its independent research and development results even won the second prize of the 2017 National Science and Technology Progress Award, and won the national-level This has also initially established SAIC Roewe’s position as a leader in new energy technology.
At the same time, SAIC Roewe quickly transformed its technological advantages into product advantages, and successively launched a series of new energy vehicles such as Roewe ERX5, Roewe Ei5, Roewe ei6, and Roewe MARVEL?X. With all-round high quality, sales of SAIC Roewe new energy models bucked the trend in the cold winter of the car market. In the first three quarters of this year, Roewe Ei5 sold nearly 10,000 units in the private market, topping the sales list of pure electric family cars in this segment; Roewe ei6 It has become the only plug-in hybrid model with a sales volume of less than 200,000 yuan exceeding 10,000 yuan. What's even more rare is that the average price of Roewe New Energy's main sales model is more than 150,000 yuan, which has firmly established its mid-to-high-end positioning in the market and won the trust and recognition of users.
Faced with the new situation in 2020, Roewe stands at the forefront of the industry, taking a long-term view, regardless of small favors, actively embracing opportunities, taking on the important task of "breaking the ice", and constantly exploring more possibilities for the development of new energy vehicles for the industry. . In the Green Core strategic communication meeting, Roewe combined its own experience and forward-looking insights to propose "new technologies, new designs, and new models" to advance hand in hand in terms of product strength, design image and service innovation, which will help the industry to smoothly survive the short-term pressure period. Entering a future stage with unlimited potential, competing with global car giants.
Changan Automobile
Changan Automobile launches the "Shangri-La Plan", which is Changan Automobile's new strategy to develop new energy fields, based on the depth of issues involving people, vehicles, industrial chains and nature. think. In 2020, the construction of three major new energy dedicated platforms will be completed; in 2025, Changan Automobile will begin to completely stop selling traditional fuel vehicles and realize the electrification of the entire spectrum of products.
In addition, the "100 Billion Action" indicates that Changan Automobile will comprehensively increase R&D investment in the fields of new energy product research and development, proprietary platform creation, power battery field, as well as in the fields of battery sharing, charging facilities and services, and plans to increase investment in R&D by 2025. , with a cumulative investment of more than 100 billion yuan in the entire industry chain, vigorously promoting the rapid implementation of new energy strategies.
At the same time, Changan will, on the basis of strategic cooperation with partners such as NIO, Bosch Group, CATL, Didi Group, Baidu, Ali, Tencent and Chelizi, through joint ventures, joint development, industrial Chain cooperation and other cooperation methods, in battery energy density research, charging methods, battery cost control, intelligent network new energy vehicle research and development, construction of charging environment, establishment of industry standards, provision of travel solutions, operation of e-commerce platforms, Carry out in-depth innovative cooperation in many fields such as new energy brand promotion and so on.
BYD
On October 21, 2020, BYD joined hands with Chint to open a new situation in new energy strategic cooperation. BYD Co., Ltd. and Chint Group Co., Ltd. held a strategic cooperation signing ceremony in Shenzhen, aiming to launch in-depth cooperation in areas such as energy storage, smart rail transit, and semiconductors. BYD and Chint have reached a mutual understanding, pooled their superior resources, actively explored effective cooperation models, and jointly developed global new energy power generation and supporting energy storage projects.
Chery Automobile
Currently, Chery Group has formed a comprehensive layout in the fields of new energy passenger vehicles, new energy logistics vehicles, new energy buses, and new energy special vehicles. In terms of new energy passenger vehicles, Chery has always maintained its leading brand advantage in the industry. The star model "Little Ant" is the first pure electric vehicle with production and sales exceeding 100,000 units relying on the domestic forward research and development of pure electric platforms; in the field of commercial vehicles, Karry New energy brands focus on urban distribution logistics, branch and trunk line logistics, online ride-hailing and other market segments, and have launched a series of new energy products for different application scenarios. As the automotive industry shifts towards "electrification, intelligence, connectivity and sharing", Chery's 2025 strategy plans to build on its existing automotive business scale and focus on new energy, intelligent interconnection, Enjoy travel and overseas business, and create a new "New Energy Chery", "Intelligent Internet Chery", "Mobile Travel Chery" and "Overseas Chery".
How many new power brands are there? Latecomers are gradually becoming more and more successful
In addition to independent brands, new power cars are also constantly setting new records. Recently, AIWAYS has stepped into the EU, won EU certification based on globally unified German standards, and successfully exported overseas. At the Beijing Auto Show, Gaohe Automobile conquered the industry with its pure electric high-end positioning and quality. New energy brands such as Tianmei and Tianji are at the forefront of new forces. There are also many new brands that we are not familiar with and are entering the market. Nowadays, the early adopters active in the market are also growing one after another, each with their own new strategies -
Xpeng Motors
Xpeng Motors has a "double engine" for the future of electric vehicle development. The concept of "drive" is "electric engine" and "intelligent network engine". Electrification is the foundation and digitalization is the essence. The "intelligent evolution" of OTA, the "intelligent interaction" of integrated sensing, the "intelligent driving" of L3 level and the "intelligent interconnection" of everything connected are Xpeng Motors' complete interpretation of smart cars. With the small SUV G3 and the mid-to-high-end coupe P7, Xpeng Motors has become the only company among the leading new car-making forces to achieve dual-category sales of SUVs and sedans.
At the "1024 Xpeng Automobile Intelligence Day", a detailed explanation of the NGP high-speed automatic navigation driving that will be installed on the Xpeng P7 for the first time. This function can be called the most powerful pilot assisted driving system in China from multiple dimensions such as scene, architecture, and hardware. In addition, Xpeng Motors' automatic parking has always been recognized as the first in China. On this basis, the XPILOT 3.0 parking lot memory parking function is the first to be mass-produced and does not rely on parking lot renovation. The autonomous parking system extends its capabilities from parking spaces to parking lots.
In terms of smart cockpits, Xpeng Motors takes user usage scenarios as the entry point to create the world's first The full-scenario voice function is the core, demonstrating the intelligent strength of "understanding China better".
In 2021, the third generation of autonomous driving assistance will become the industry standard, and Xpeng Motors’ NGP high-speed autonomous navigation driving is currently the leader in this aspect. Xpeng Motors will conduct an autonomous driving challenge of more than 2,000 kilometers in the first quarter of next year. Other brands or media partners in the industry are welcome to participate to verify its leading strength in a hard-core competition.
NIO Cars
NIO is a global smart electric vehicle brand. Its main products include NIO ES6, NIO ES8, NIO EC6, NIO EVE, NIO EP9 etc. At present, NIO China's business is in full swing, with core businesses including vehicle research and development, supply chain, sales and services, and energy services advancing steadily. NIO and Jianghuai have also officially launched the expansion of advanced manufacturing bases. With the opening of NIO's China headquarters, NIO will increase the size of its Hefei team, continue to deepen cooperation with the local supply chain, take root in Hefei more deeply, and accelerate the pace of corporate development.
Nezha Automobile
Nezha Automobile is a brand of Hezhong New Energy Automobile Co., Ltd. The company plans to develop 2 platforms and 5 models, covering the A0-A class mainstream market. Up to now, the first mass-produced car Nezha N01, the mid-term facelift car Nezha N01? 2020 model, and the second mass-produced car Nezha U, a pure electric SUV with emotional technology, have been put on the market.
AIWAYS
AIWAYS, as the largest new Chinese car-making enterprise exporting smart electric vehicles to the EU, has successively completed the angel round, Pre-A round, and A round. and B1 round of financing, totaling more than 7 billion yuan. Its first mass-produced model, the AIWAYS U5, was launched in December last year. The factory automation rate can reach more than 90%. It is currently undergoing line modification work and will soon put into production the AIWAYS second mass-produced model, the AIWAYS U6. With the arrival of AIWAYS U6, AIWAYS's next goal is to join the first echelon of new car-making forces.
Summary: After seeing the development of so many car companies in new energy vehicles, which car company do you think has greater "depth" and "breadth" in new energy? This is a race for new energy vehicles. The Chinese team stood on the track and fired the signal gun to take the lead in running towards the new goal. This new goal and new signal may lead the development of new energy vehicles in the world, and may put China's automobile industry at the forefront of transformation. But everything has to be decided by the market. We are looking forward to it and believe that the global automotive industry is also paying attention.
This article comes from the author of Autohome Chejiahao and does not represent the views and positions of Autohome.