It seems that "Double 11" has just passed not long ago, and today it is "Double 12". In the blink of an eye, there are only more than ten days left in 2021, and everyone has seen so many new cars in a year, do you really plan to buy one?
I haven't chatted with you in "New Energy of the Week" for a long time.
A few days ago, the Passenger Car Association released the sales data of the car market in November, and the retail sales of the passenger car market were 1.816 million units, a new low in the same period in the past 5 years (November), facing the double blow of the epidemic and the "chip shortage", many car companies are getting more and more sad.
However, just as the so-called "poor road is not necessarily the end, the desperate place can also be born", the vitality of the new energy vehicle market has made car companies see hope. According to the data of the Federation of Automobile Manufacturers, when the "market" of the automobile market is sluggish, the retail sales of new energy passenger cars have increased to 378,000 units in November, a record high.
According to this calculation, the penetration rate of new energy vehicles has exceeded 20% in November.
Among them, BYD's performance is the most eye-catching, with sales of 90,121 new energy vehicles, of which EV models are sold 46,000 units. In particular, I would like to mention that the sales of dolphins have reached 8809 vehicles, which is a bit unexpected.
There are also more and more new energy vehicle brands that sell more than 10,000 vehicles per month.
SAIC-GM-Wuling's electric vehicle sales reached 50,141 units, of which Hongguang MINIEV accounted for 90%; Tesla delivered 31,732 units in China, Xiaopeng Motors 15,613 units, Ideal Car 13,485 units, Volkswagen ID. family 14,167 units, NIO 10,878 units, GAC Aeon terminal sales of 14,566 units, Euler sales of 16,136 units, Nezha Car also delivered 10,013 units.
I don't know if you found it, just the 10 new energy brands I mentioned above, their total sales have exceeded 260,000, accounting for nearly 70% of new energy passenger car sales. What's more interesting is that in addition to Tesla and Volkswagen, the remaining 8 are all local Chinese brands.
There is no doubt that the enthusiasm of Chinese brands for the development of electric vehicles is unprecedented. At the battery day event just held, Hive Energy, a subsidiary of Great Wall Motor, released the "600" strategy of leading bees, with the goal of achieving 600GWh annual planned production capacity by 2025. In addition, the Hive will also launch a new category of "short knife batteries".
At a capacity utilization rate of 75%, the actual capacity will reach 450GWh. By the way, 1 Gwh is equal to 1 million degrees of electricity (KWh). In other words, even if a pure electric vehicle is equipped with a 90KWh battery, 450GWh means that the total number of batteries of 5 million electric vehicles is equivalent.
I looked through the data and found that the hive energy load in the first 10 months of this year was only 2.05GWh, and the passenger car orders they claimed to receive in 2025 were close to 400GWh. Of course, In the customer list of Hive Energy, there is not only One Great Wall Motor.
Since the release of the "Lemon Platform + Coffee Intelligence", Great Wall Motors has indeed made everyone full of expectations for the new energy vehicles under the Great Wall. Euler Good Cat is the first pure electric vehicle created by lemon platform architecture + coffee intelligent ecology.
But the recent incident about the "reduction" of Euler's good cat chip has surprised many people. In the latest statement, Euler officially launched a new user rights plan, including the first car owner's lifetime warranty and 10,000 yuan charging rights.
I can't know how many car owners are buying a good cat for qualcomm 8155 chips, nor can I know whether Euler officials are "unintentionally misleading" or "deliberately cheating", but in Great Wall Motors' various activities and product promotional materials on "coffee intelligence", the highlight of "Great Wall Motors taking the lead in using Qualcomm 8155 chips to create an exclusive intelligent cockpit platform" will be mentioned.
And now it can be searched, in many media reports on Euler Good Cat products, there are "built-in Intel INTEL APL Mid chip and Qualcomm Qualcomm professional vehicle processing chip and reserved 5G port combined with advanced FOTA technology".
I believe that most of the automotive media peers, inevitably will be misled, let alone ordinary consumers?
Because it is now very popular to play "hardware embedding + future OTA", it also makes many consumers willing to temporarily tolerate the "defects" caused by imperfect system software under the premise of carrying mainstream hardware, and are willing to "grow together" with products. The wrong hardware supply means that the space for OTA improvement in the future has been greatly reduced.
If calculated from the perspective of hardware cost differences, the equity compensation worth more than 10,000 seems to be good, but whether this can make up for the user's "mental loss" is really difficult to say, after all, the word "confidence" is sometimes more precious than gold.
As for whether Euler officials need to attach legal responsibilities, we can only wait for the ruling of the judicial department, but I hope that Chinese brand car companies must cherish this hard-won trust and reputation, but do not accidentally self-destruct the Great Wall.
"Intelligence" is the main direction of many new car-making forces, especially in the aspect of intelligent assisted driving (automatic driving) technology, the arms race can be described as intensifying. However, due to the current relevant domestic laws and regulations, L2-level automatic driving can already be regarded as the ceiling of the current mass production car.
However, in recent days, big brother Mercedes-Benz has passed the approval of the German Federal Transport Authority, becoming the first car manufacturer in the world to legally use the L3 level autonomous driving assistance system in Germany. The Mercedes-Benz L3-class driver assistance system will be the first to be equipped on the S-Class and EQS models in 2022.
Tesla and several new power brands have been busy for so long, never expected that this "world's first L3" title, was actually robbed by Mercedes-Benz, is it really "ginger or old spicy"?
I looked through the data and found that in Germany, the law currently allows for L3-level conditional autonomous driving in certain suitable highway sections and places with high traffic density, but the maximum speed is limited to 60 km/h. Mercedes-Benz said that in the future, it will speed up through OTA upgrades according to legal changes.
This means that the actual capabilities of the Mercedes-Benz DRIVE PILOT system are far more than 60 km / h.
As can be seen from the official pictures released by Mercedes-Benz, in addition to the common millimeter-wave radar, it also includes the long-range radar in the radiator grille, a lidar, and the stereoscopic multi-purpose camera behind the windshield.
It is also mentioned in official sources that safety-related steering and braking systems and on-board electrical systems are redundantly arranged, and all algorithms are calculated twice.
I believe that many people will have the same question when they see this, that is, will this Mercedes-Benz S-class automatic driving be better than Tesla or Xiaopeng? Seriously, I'd love to know too. However, before our domestic regulations have changed, it is estimated that Mercedes-Benz will not introduce this system into China.
Although it is not possible to distinguish between the high and the low for the time being, this matter also reminds everyone that although Tesla and the new power brands seem to be in the forefront of autonomous driving technology, the sales of Chinese brand electric vehicles are currently far better than most foreign brands, but we must not be too happy too early, underestimating the technical strength of those traditional giants.
221/12/12
New energy for a week
by Wei Xiyu
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