Text: Second brother head
In 2021, new energy vehicles ushered in the first small outbreak in the Chinese market, according to the Ministry of Industry and Information Technology, last year's sales of new energy vehicles exceeded 3.5 million, an increase of 1.5 times year-on-year.
The heat on the new energy track naturally reminds us of the performance of Chinese brands, Wei Xiaoli and other new forces do not press the table for the time being, we are more looking forward to the performance of traditional OEMs in this round of change, such as Changan Automobile.
In 2017, Changan Automobile released the Shangri-La Plan, announcing Changan's official layout on the new energy track, so 4 years after the release of the Shangri-La Plan, what will Changan Automobile gain and make big moves in the hot new energy track in 2021?
01 Accelerate the pace of listing financing
In 2021, the first thing Changan New Energy does is to accelerate the pace of listing financing.
On February 1 and April 21 last year, Changan Automobile's electronic procurement platform successively issued two announcements on the selection of Changan New Energy's B-round financing and IPO listing financial advisers and accounting firms.
According to the procurement announcement, "According to the strategic development needs of Changan New Energy, it is planned to carry out IPO matters, so it is planned to select a securities company as the company's financial adviser to be responsible for studying and formulating relevant plans and promoting the implementation of the project." ”
Naturally, Changan New Energy's move has also been interpreted as accelerating financing and pursuing rapid development.
The motivation is also well understood, as we all know, the automobile is a heavy asset industry, new energy vehicles from the layout planning, model development, landing implementation, technical personnel, each link needs a lot of financial support, such as Weilai Automobile Chairman Li Bin once said, the threshold for car manufacturing is 20 billion, and now it has been changed to 40 billion.
The benefits of financing are self-evident, the capital market can provide sufficient financial support for enterprises, whether it is product development or marketing promotion, can be in a normal rhythm range.
Zhu Huarong, president of Changan Automobile, once said: The reason why the new energy sector is pulled out and built separately is to use foreign capital; secondly, with the help of external forces, it can also reduce risks and ensure the adequacy of resources.
02 It was once again determined that Changan New Energy is the core of Changan's transformation
At this year's Shanghai Auto Show, Changan Automobile released the "14th Five-Year Plan" and 2030 Vision to the world: According to the plan, Changan Automobile plans to invest 150 billion yuan to focus on software, intelligent technology, low carbon and new business models.
Then, at the first Automotive Science and Technology Ecology Conference held in August, Changan Automobile announced a new goal: by 2025, Changan brand sales will reach 3 million vehicles, and new energy will account for 35%; in 2030, sales will reach 4.5 million vehicles, and new energy will account for 60%.
In simple terms, that is to say, new energy sales need to reach 1.05 million by 2025 and 2.7 million by 2030, to be honest, it is not easy to achieve this goal.
The basis for achieving this goal is that Changan will launch 26 new smart electric vehicles in the next five years. Including Changan passenger brand will launch 8 PHEV models, 6 EV models, high-end new energy brand Avita will launch 5 models, Auchan brand will launch 2-3 PHEV models and 4 EV models.
According to the speed of this new product launch and the layout made by Changan Automobile in new energy, it can be seen that Changan New Energy has once again been determined as the core of Changan Automobile's round of change.
03The technical side continues to exert force
In addition to having a grand strategic layout, in the most important technical end, Changan New Energy also has a great harvest in 2021.
For example, in the current hot oil-electric hybrid market, Changan Automobile released the Blue Whale iDD hybrid system at the Chongqing Auto Show, which includes 48V light hybrid, HEV, PHEV and REEV (range extender hybrid) schemes, the first model will be Changan UNI-K PHEV has been listed, and its fuel economy has been widely recognized by the market.
For example, in the field of pure electricity, Chang'an released the latest generation of super collector electric drive at the first science and technology ecological conference, which has the two significant characteristics of "deep integration" and "ultra-high efficiency", and has achieved two major technological breakthroughs of "industry ultra-high electric drive assembly efficiency" and "the world's first power generation drive high frequency pulse heating technology".
From the specification point of view, this system has 450V and 800V two series of products, can cover 240V-800V ultra-wide voltage range coverage, the maximum can meet the needs of 400-1000km ultra-wide mileage.
From the perspective of efficiency, thanks to a number of advanced technologies and independent development of efficient control software, the overall loss of the new generation of super-collector electric drive has decreased by about 1/3, the maximum efficiency of the electric drive system assembly has exceeded 95%, and the average efficiency of the working conditions has exceeded 90%. And it can reduce the carbon emissions of the whole life cycle of 300,000 kilometers per bicycle in 10 years and about 2 tons.
From the perspective of technological innovation, the new generation of super collector electric drive is equipped with the world's first high-frequency pulse heating technology, which realizes the extremely fast heating of lithium batteries at ultra-low temperatures, and can heat 20 °C in 5 minutes in an environment of -30 °C, and quickly improve the charge and discharge efficiency and charging and discharging performance of batteries. At the same time, with the help of electric drive waste heat recovery technology, the low temperature cruising range in winter is effectively improved by 40-70km.
The reason why Changan New Energy can make such a big breakthrough in core technology is that it is willing to invest, according to the official words of Changan New Energy: Since its establishment, Changan New Energy has invested more than 10% of its annual R&D revenue, and has built a new energy special R&D system and three new process systems: product development process, new technology development process, test verification system, and mastered the key development technologies and corresponding capabilities such as pure electric vehicle platform, new energy thermal management system, chassis electronic control.
In addition to actively carrying out technological innovation, Changan New Energy has also widely absorbed advanced technologies from the outside world, such as the acquisition of 15 technology patents from Hunan Corun New Energy, including 10 battery pack technologies, 4 vehicle control technologies and 1 transmission technology
It may be mentioned that some people are not familiar with Corun New Energy, but its Corun Hybrid Technology Co., Ltd. is very famous in the industry, and its CHS hybrid system assembly system platform is the only hybrid assembly platform with independent intellectual property rights in China, and the leading technology does not need to be said.
The accumulation and breakthrough of these core technologies have also become the cornerstone of Changan Automobile's comprehensive efforts in the field of new energy.
04 Multi-line simultaneous development
The last point is that Changan New Energy has determined a multi-line route, including entry-level products for the vast consumer market and high-end high-end brands that show strength.
In fact, as early as November 2020, Changan Automobile signed a strategic cooperation agreement with Huawei and CATL, and the three parties will work together to create a high-end intelligent car brand, that is, Avita, a new product based on the self-developed intelligent electric vehicle platform.
Last May, the platform's debut, CHN, means the first letter of the Chang'an, Huawei, and Ningde eras.
In fact, the entire industry has great expectations for the CHN architecture, because it integrates the advantages of Changan, Huawei and Ningde in the field of vehicle integration, software technology and battery, and the first new car E11 under the CHN brand has been exposed at the technology ecological festival.
In the next three years, based on the platform, Changan will develop new species of coupes, SUVs, MPVs and other forms, a total of 11 new products, which is also the hope of Changan New Energy.
Some people may want to say, does Changan need this high-end new energy brand? The answer is obvious, the need, not only the need for face, but also the need for the premium brought by high-end brands, to bring better cash flow to enterprises, Changan needs an independent high-end brand to digest its long-term high investment in research and development.
In addition to the Avita brand that takes the high-end route, Changan New Energy also has a layout in the volume of models, which integrates and upgrades the original three sets of pure electric chassis EPA0, EPA1 and EPA2 into the SDA platform architecture, mainly to create economic products, and the first product of the SDA platform, C385, has also been unveiled, and it is expected to meet with consumers this year.
The two-line brand echelon of "one high and one low" makes Changan Automobile's product line cover a wide range, both in volume, and also in the case of bringing high profits to enterprises and enhancing brand image, which is undoubtedly a double benefit for Changan New Energy.
Write at the end:
Overall, Changan New Energy may not have cashed in too much talent in 2021 (the annual sales of new energy vehicles are 70,000, accounting for a relatively small proportion), but from its layout and technical reserves, changan new energy station head position is only a matter of time, as the old saying goes, elephant turn is very difficult, but once turned, then it must show the trend of destruction and decay, elephant is always an elephant.