In 2021, China's new energy vehicle market ushered in an important inflection point, its sales volume and market penetration rate reached a new high in history, and the development of new energy vehicles will be the trend of the times. The development of the new energy vehicle market in 2022 will be a good one, and while the rapid development of new energy vehicles, major car companies are also facing problems such as automotive chips, intelligence, energy structure, etc. How to master these core issues in their own hands is something that major car companies must face in the future development.
On January 6th, at the same time as the opening of the Haikou International New Energy Vehicle Exhibition, Shuidi Automobile, which has been deeply involved in the automotive industry for 5 years, held the "2022 Bronze Report Release and Haikou New Energy Vehicle Exhibition Marketing Summit Forum" at the Hainan International Convention and Exhibition Center, which was officially launched at the meeting, focusing on the new media force in the field of new energy and intelligence - Bronze Technology. At the scene, Yu Ning, CEO of Bronze Technology, released the first annual report of Bronze Technology, "2022 Bronze Report", which reviewed the keywords in the field of new energy vehicles in the past year and predicted the future trend of the automotive industry, and also put forward thoughts and questions about the new energy automobile industry. It is reported that since then, Bronze Technology will release the "Bronze Report" every year to publish its opinions and suggestions on the new energy automobile industry, thus contributing to the development of the domestic new energy automobile industry.
First of all, according to the analysis of users, Bronze Technology believes that consumers are increasingly disgusted with traditional preaching and flickering, and the quality of the car is no longer determined by "industry standards", but depends on the user's love. In this regard, in order to create a professional evaluation system with more objective and real data, Bronze Technology has established a "bronze think tank", which includes more than 1,000 people such as engineer think tank, capital circle think tank, science and technology circle think tank, professional circle think tank, etc., to establish a user's own ecology, in order to better connect car companies and users, so as to achieve a new media force should have the look.
In the "2022 Bronze Report", it also made predictions for future new energy vehicles, believing that new energy vehicles will show a sharp increase trend in 2022, and the sales of new energy vehicles will increase sharply to 5.5 million units, and 10 million units in 2025. By 2030, this number will reach 19 million vehicles, thus occupying most of the Passenger Car market in China. Although the development of new energy vehicles has shown an overwhelming trend, but as far as the current development is concerned, hybrid vehicles in the domestic new energy market still have greater advantages, after all, hybrid vehicles have more or less advantages over pure electric models in terms of endurance, energy replenishment and technology. The CEO of Bronze Technology said: "By 2025, the market share of pure electric, plug-in hybrid and fuel vehicles will become a three-point trend, of which the plug-in hybrid market volume will reach 1.5 million units."
According to the current domestic automobile enterprise capital reserves, talent reserves and core and underlying technology reserves and other factors to analyze Bronze Technology believes that the future new energy market will be a situation of seven major groups competing for deer, they are: Tesla and BYD composed of the "pit team"; Avita, Extreme Krypton and Sharon composed of "A Krypton Dragon team"; Weilai, Xiaopeng, ideal composed of "Wei Xiaoli team"; Gaohe, Lotus composed of "high road team"; Weima, zero run, Nezha composed of "Wei Zero which team"; Aian, Pole Fox, The "Eji Zhilan Team" composed of Zhiji and Lantu was finally the "Feiji Zhilan Team" composed of Feifan, Geometry, Wuling, and Euler. Of course, there are apple, millet, Baidu and other technology giants involved in the manufacture of new energy vehicles also have their own technical advantages, but there is still a long way to go before the mass production car off the line, the future in the mass production car after the listing, the market pattern has been formed, want to share another cake, compared to the current difficulty will be much greater.
For the electrification and intelligence of key technologies in the development of automobiles, the 2022 Bronze Report proposes that cost reduction will be the first major challenge in the electric vehicle industry, and automatic driving is not the end of intelligence. Car companies ultimately need their own core technology, only the battery, perception system, intelligence and other core technologies firmly in their own hands, in order to avoid the embarrassing situation of being stuck in the neck of others, so as to get better development.
In addition to the interpretation and prediction of the current situation and future trend of the industry, the "2022 Bronze Report" also puts forward the problems existing in the rapid development of new energy and gives its own thinking.
The first is the rapid development of new energy, can the country's "green electricity" keep up with consumption? In this regard, the bronze report made a judgment that around 2030, China's "green electricity" will account for 50%, when "green electricity" can meet the needs of the new energy vehicle market.
Then there is the most criticized problem at present, pure electric models in winter and holiday high-speed charging and other issues, there are data show that in the first 8 months of 2021, the country built a total of 2.105 million charging piles, but the "vehicle-to-pile ratio" compared to 2020 does not fall but increases, reaching 3:1, and then with the rapid development of new energy vehicles, the contradiction of the future "vehicle-to-pile ratio" may be further aggravated. In this regard, Bronze Technology believes that the country's vigorous development of power exchange and energy storage industry is the best way to solve the problem of charging difficulties at present. In the "2022 Bronze Report", it is also proposed to car companies that if a brand wants to win the attention, recognition and reputation of users, it needs to use product quality and perfect service to meet the various needs of users.
In addition, Bronze Technology has also collected thousands of user surveys in the past six months, summarized a set of "evaluation system needed by users", and evaluated and analyzed practical problems such as residual value, safety performance, and battery life of electric vehicles. The winter endurance of the popular electric vehicles on the market is intensively tested, and the key indicators such as the mileage, energy consumption, charging time, charging cost, and static power loss of the vehicle are counted, and the winter car scene of consumers is truly restored, and finally a leaderboard is formed, providing consumers with an intuitive car selection reference.
At the event site, Wu Weiqiang, founder and CEO of Waterdrop Automobile, also said: "2002 is known as the "blowout year" of China's automobile market, with production and sales of 3.25 million and 3.24 million vehicles respectively, breaking through the 3 million mark in one fell swoop. Now and 20 years ago is surprisingly similar, from the first BYD DM in 2008 to the market so far, the new energy vehicle market penetration rate to 2020 climbed to 4.9%, but in 2021 a year, the monthly penetration rate of nearly 20%, the new energy vehicle market ushered in a "blowout year" from quantitative change to qualitative change, the annual sales exceeded the 3 million mark in one fell swoop, and quickly entered the second half of the electric vehicle, the "chip + software" arms race in full swing."