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At nio Day 2021 on December 18, Weilai CEO Comrade Li Bin successfully offended the national fuel vehicle users with a sentence "In addition to the smell of gasoline, listen to a sound, what else is good".
In recent years, the vigorous development of new energy vehicles has indeed brought users a value experience completely different from that of traditional fuel vehicles, and many star products have emerged. However, after all, the current passenger car market share is still dominated by fuel vehicles, and simple pure electric vehicles such as Weilai, Tesla, and Hongguang MINI account for less than 10% of sales.
According to the latest sales statistics released by the China Automobile Association, the sales of pure electric passenger cars from January to November this year were 2.318 million units, while the total sales of passenger cars from January to November reached 23.49 million units, which shows that fuel vehicles are still the absolute main force in the passenger car market.
Weilai, from January to October this year, the cumulative sales of 72,119 vehicles, not to mention the first-line Volkswagen, Toyota, GM ratio, even tesla (202,860 vehicles in the same period) and BYD (530,079 vehicles) that are also mainly focused on new energy, their sales data is far more than That of Weilai Automobile.
As a new car-making force, Weilai Automobile should indeed have an enterprising spirit of breaking the convention and an optimistic attitude towards future development, but it should also be soberly aware of the market share and user demands. "Buying an oil car is nostalgic", "I don't understand at all, how can anyone buy a gas car now", "what is good about the oil car except to smell a little gasoline", this kind of words from Li Bin's mouth is somewhat "inflated".
So the question is: in the face of pure electric cars, are fuel vehicles really vulnerable today?
First of all, we must be clear that in addition to serving society (energy conservation and emission reduction, carbon neutrality), the development of high-tech must also bring more efficient and convenient product experience. As of 2020, the total number of gas stations in China reached 119,000, PetroChina/Sinopec accounted for nearly half, the others are private, CNOOC and foreign capital, urban areas /suburbs within 20 kilometers of the gas station, coupled with the current intelligent transformation, no traffic jam when the body gun refueling / scanning code pay 5 minutes to get it.
Gas stations, 119,000 in the country
With the current charging power of pure electric vehicles, most of them can run 300km in 30 minutes of charging, and at the same time, the infrastructure construction of charging piles is far less efficient than that of gas stations. From a convenience point of view, it is unlikely that fuel vehicles will be truly replaced by pure electric vehicles in the next 10 years.
Weilai replacement power station, the country 400 seats
Some people may mention Weilai's power exchange scheme, through the direct replacement of the battery can indeed solve the problem of too low charging efficiency to the greatest extent, running fixed lines of logistics passenger transport, public transportation can indeed use such a scheme, such as pure electric buses. Weilai has only 400 substations in the country, mainly covering first-tier cities and high-speed trunks, which is not friendly to private cars that emphasize freedom, and the first thing to consider is the problem of power replenishment when going to any strange place.
Finally, the current technical bottleneck of the power battery still exists, not only the energy density does not reach the level of gasoline, but also the car environment is also very sensitive. For example, in the three eastern provinces that often face sub-zero temperatures, the mileage of pure electric cars will be greatly reduced, and the ambient temperature of -20 ° C will even make the full power mileage directly cut in half, which is difficult for most users to accept.
Winter, pure electric killer
Fuel vehicles have no such problem at all, and when the air conditioner is turned on in winter, all the heat comes from engine cooling, and even the compressor does not need to be started, which does not affect the fuel consumption level. Pure electric vehicles, regardless of cold/warm air conditioning, need to consume a lot of battery power, thus affecting the mileage.
Taking 10,000 steps back, is the rapid growth of new energy vehicles really the credit of manufacturers?
In fact, it is not always the case, as far as the market is concerned, the favorable policies for new energy vehicles are the main reasons for the steady increase in ownership. Just imagine, if there is no free green card, no purchase tax reduction, and then put on the "tight hoop curse" of Beiguang and Shenzhen, how many people will be interested in electric vehicles, and will new energy vehicles still have the current situation?
summary
Why do the vast majority of consumers still insist on choosing fuel vehicles? The core reason is that fuel vehicles can really give efficient travel solutions with full scene coverage, and the "grand narrative" or subjective proposition of value experience on green travel is not a key reference index for the vast majority of users.
Moreover, the fuel vehicle is not completely stagnant, waiting to be eliminated, but also in the continuous technological innovation, including Toyota, Honda, BYD, the electrification of the internal combustion engine has begun to bear fruit, and the birth of such hybrid vehicles as the Corolla double engine E+, Qin PLUS DM-i, the comprehensive working condition fuel consumption level (4-5L/100km) without charging is generally twice as low as that of pure fuel vehicles, and also supports external power charging, which is in line with the energy-saving and emission-reducing environment. New energy vehicles that meet the needs of users.
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