On January 24, Changan New Energy completed the B round of financing of 4.9773 billion yuan, and then General Manager Deng Chenghao set a second ambitious goal for Changan New Energy, with sales of 700,000 vehicles in 2025. 700,000 vehicles may be a small target for Beas, Wuling and Tesla, and for Changan New Energy, it is a bit whimsical, after all, its new energy models are all "oil to electricity" products.
In March 2015, Changan New Energy set its first goal, with cumulative sales of 400,000 vehicles in 2020. The reality is that the sales of new energy models in that year were only 18,000 units, which is irrelevant to us consumers. But for Changan New Energy, the frustration is strong.
You should know that as early as 2011, Changan has joined the new energy track, earlier than "Wei Xiaoli", but such an old player with ten years of experience has fallen behind and has been detained. The lesson of the failure of the first five-year plan has not yet been accepted, and Deng Chenghao will point out 700,000 vehicles in the second five-year plan, which is no less absurd than the new force PPT car manufacturing in that year.
Even if Deng always had to draw a big cake and eat a reassuring pill for investors, 700,000 vehicles would be too appalling, after all, even the edge of 400,000 vehicles was not touched that year.
Ten years into the new energy track, the only best-selling model Ben Ben E-Star, or an oil to electricity products. Compared with the pure electric platforms launched by Euler, BYD and GAC Aean, it is already a miracle that Ben E-Star can survive in the market until now.
In 2021, the total sales of The Ben E-Star were 76,381 vehicles, contributing more than 90% of The sales volume of Changan New Energy. For Changan New Energy, there are joys and worries, the joy is that the sales volume of Benben E-Star has risen sharply, and the worry is that other products such as Yidong EV460 have not improved, and the products are too single.
If Deng Chenghao wants to achieve the sales target of 700,000 vehicles in 2025, it is impossible to rely on the Ben E-Star alone. From the perspective of product quality, there are still problems with E-Star. On the car quality network, many car owners complained that the Endurance of the Ben E-Star was false and the power loss was serious.
The owner picked up the car on December 10, 2021, and found that in the process of using the car afterwards, the mileage was reduced by 30 kilometers during the parking process, and the mobile phone background APP completely crashed. This situation appeared twice on December 14th and 22nd, and the engineers of the Ningde era personally came to test it and found no problems.
The problem faced by many car owners when the virtual standard endurance and power failure are serious, the official range of E-Star is 301 and 310 kilometers, which is not high. Running electricity and power loss for no reason make it more difficult for car owners who already have battery life anxiety.
Deng Chenghao also understands that relying solely on the Ben E-Star to hit 700,000 vehicles will only repeat the mistakes of the first five-year plan. There must be a pure electric platform, the first product based on EPA1, code-nameD C385 will be available this year. Judging from the official picture, it is a compact car, the appearance is flat, and the configuration information has not yet been announced, and it has not received the attention of netizens.
In addition to the EPA1 platform, there is also the EPA0 platform, but both are in the research and development stage. The EPA0 platform will launch a small car codenamed A158, which is still focused on "boutique scooters", which is likely to replace the Ben E-Star.
Judging from these two models, the A158 will compete with Euler. At present, Euler's market position has been solidified, and it has achieved monthly sales of more than 10,000. The A158 is still in the research and development stage, as we all know, new energy is currently in a period of growth, but also a key node to compete for the market and establish a brand. And Changan New Energy can not appear for a long time, I am afraid that I will face the pressure of falling behind.
The C385 faces more fierce competition, such as the Xiaopeng P5, which costs 162,700-229,300 yuan and has a maximum range of 600 kilometers and is equipped with lidar; the AION S is priced at 139,800-17.98 million yuan, with a maximum range of 510 kilometers; and BYD's Dolphin series.
Therefore, from the perspective of cost performance and core configuration of science and technology, the advantages of Changan New Energy in compact cars are very weak. Not to mention that there are many strong opponents on the new energy track, and it has lost ten years of time, and it is difficult for the C385 to improve without a bright performance.
Conclusion: 700,000 vehicles for Changan New Energy is quite hopeful to quench the meaning of thirst, for Deng Chenghao, to come up with product strength to truly quench the thirst of Changan New Energy. At present, in the level of less than 200,000 yuan, Changan New Energy's two new cars are very general.
It is no wonder that relying on "oil to electricity" products for up to a decade is not really a new energy source. For Changan New Energy, 2022 can be regarded as entering the new energy field, even if it cannot complete the target of 700,000 vehicles, there are high-sounding reasons.