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How far are we from full electrification?

When it was learned that Nissan Automobile would stop the research and development of the internal combustion engine and fully embrace electrification, There was no ripple in Teacher Bang's heart, and even expected. In the past few years, Nissan is one of the few Japanese manufacturers that has not made a big move in "hybrid", "pure electric", and "hydrogen energy", and now it has finally kept up with the electrification flow. It is just that the penetration rate of new energy in the world is rising day by day, especially the new energy penetration rate of an automobile country such as China has reached 12%, and Nissan's step has come later than we think.

How far are we from full electrification?

However, with Nissan's strategic tilt, it is believed that its annual research and development expenditure of about 500 billion yen will soon be used for the development of electric technology. We can't help but guess that Japanese manufacturers, who have not made a big move for a long time, have finally begun to accelerate the pace of embracing electrification. Japanese manufacturers obsessed with "hybrid" and "hydrogen energy" have awakened, how long will we be away from full electrification?

Electric "Countdown" of Major Car Companies

Japanese: Slow transformation, late strike

How far are we from full electrification?

For a long time, most people thought that the road to electrification of Japanese brands with powerful "hybrid" technology should be unstoppable, but the opposite is true. Over the past few years, conservative Japanese brands have held on to "hybrid" and "hydrogen energy" and even collectively rejected the Glasgow Climate Convention, which stipulates "phase out fossil fuel cars by 2040". Because of this, in the face of the powerful "pure electricity" offensive of independent brands and European brands, Japanese car companies have a bit of the meaning of "getting up early and catching up with a late set".

How far are we from full electrification?

Now, though, the wind direction is also starting to shift. At the end of 2021, Toyota fired the first shot of Japanese transformation and released the plan of 15 electric models in one go. Interestingly, before Akio Toyoda publicly shelled electric vehicles in the media several times, now his attitude is 180 ° turn, and the reason behind it is also a bitter tear. Since Toyota has assumed a posture of embracing electrification, Honda will naturally not be left behind, and the new pure electric brand "e:N" will shine on the scene, and its first new car will also be mass-produced and launched this year. In the next five years, Honda will launch 10 pure electric vehicles in the Chinese market. Whether Japanese car companies with deep car manufacturing heritage can strike late and recast the glory of the past depends on the future product strength.

European system: under double pressure, positive change

How far are we from full electrification?

As the birthplace of modern vehicles, major European car companies have strong core competitiveness in internal combustion engine technology. Now suddenly turn electric, in fact, everyone is reluctant. But in the face of the policy incentive of "carrots and sticks", everyone turned up to be called a mali, so that the European market has become the absolute "main force" of new energy vehicles. On the one hand, major European countries have given strong subsidies to new energy models; on the other hand, the EU's environmental protection law is also becoming increasingly stringent, which clearly states that the European continent should achieve carbon neutrality by 2050 and completely ban the sale of gasoline and diesel vehicles after 2035. If the annual indicators are not qualified, all car companies will jointly pay fines of up to hundreds of millions of euros. In January last year, Volkswagen was fined 100 million euros for about 0.5 g/km higher than the EU's current CO2 emission target.

How far are we from full electrification?

To this end, after a short experience of "oil to electricity", Volkswagen quickly took out the MEB platform and launched the Volkswagen ID. family and the Audi e-tron series; BMW created a KE platform and tried to complete the redemption with the i series; and as the creator of modern cars, Mercedes-Benz sacrificed the EVA platform and launched the most expensive mass-produced pure electric model EQS, sounding the horn of transformation from "electric first" to "full electric"; Volvo was the first to propose a "comprehensive electrification strategy". It is also the first luxury brand to realize the electrification of all products. Ultra-luxury brands that are not in the form, such as Rolls-Royce, Aston Martin, Bentley, etc., have also announced their own comprehensive electrification strategies, after all, "dividends are in front, fines are behind", and in embracing electrification, the whole of Europe is very active.

American system: one super two giants, Yali Mountain is large

How far are we from full electrification?

In the United States, in addition to the global leader Tesla accident, the new energy dispute seems to have become the exclusive colosseum of GM and Ford, and this century-long giant struggle seems to continue. Although the new energy sales performance of traditional American car companies in the market is now flat, historically, the timing of American cars to intervene in the field of electric vehicles is very early. In 1992, Ford released the Ecostar for calcium-sulfur batteries; in 1996, GM released the EV1, and the launch of this car was a great attempt to commercialize pure electric vehicles on a large scale, and he verified the possibility of replacing gasoline cars with pure electric vehicles.

How far are we from full electrification?

Last year, GM and Ford launched their own blockbuster products, the former with the "Ultium platform" and the Cadillac LYRIQ built on it, while the latter released the high-value "electric horse" Mustang Mach-E with muskan dividends. On the whole, these two electric vehicles have high-performance blessings, and at the same time, they have achieved high score counterattacks in terms of appearance. However, in the face of a number of opponents who have been deeply cultivated for a long time and have a more cost-effective advantage, the two traditional car giants can be described as "YaliShanda".

Together into the future, when will it be fully electrified?

The Winter Olympics slogan ,"Together for the Future," seems appropriate to use for electrification change. As can be seen from the above table, because the European Union will completely ban the sale of fuel vehicles in 2035, most car companies will set the time for full electrification in 2030. And China is also because of the huge policy tilt, so that everyone feels a little bit of "fuel vehicles are about to become sentimental" sentimentality. In this way, the time for full electrification of the sales model will basically be achieved in 2030.

How far are we from full electrification?

So far, more than 120 countries around the world have announced the "carbon neutrality" goal. According to the "carbon neutrality" time node proposed by various countries, except for Japan, which has not given a clear time, most countries will complete policy implementation around 2050, so it is likely that around 2060, the world will enter the era of pure electricity. At that time, fuel vehicles will truly become sentiments.

How far are we from full electrification?

However, from the perspective of the development speed of new energy at this stage, although the development of new energy exceeds expectations, it is undeniable that on the road to full electrification, it is still facing some problems that need to be solved urgently - the biggest is that "charging is not as convenient as refueling". From the just-concluded Spring Festival holiday, we can glimpse one or two, some high-speed service areas appear charging pile queuing hot scene, and Weilai, which is widely praised for rapid power exchange, also experienced the dilemma of "changing power for 2 minutes and queuing for 2 hours" during the Spring Festival.

How far are we from full electrification?

But with the improvement of infrastructure, this problem cannot become a stubborn disease that cannot be solved, after all, gas stations are also built one after another. Compared with the above concerns that are only aimed at electric vehicles, some views will be more "macro", such as how we should use more environmentally friendly ways to generate electricity in terms of sustainable human development, and what efforts car companies have made in terms of being more environmentally friendly.

How far are we from full electrification?

In terms of power generation, we are actually gradually reducing our dependence on thermal power, such as the mainland in addition to hydropower, but also vigorously promote wind power, photovoltaics, nuclear power, the future of the "power supply" will be more and more clean; and car companies, has always paid attention to the "environmental philosophy" Volvo has made an example, in the future of electric vehicle products, Volvo's batteries will use 100% renewable energy for production, and will require suppliers to provide all primary aluminum with hydroelectric aluminum instead of thermal power aluminum, in order to implement the purpose of "green power action". On the whole, the future of "going electric together" is brighter and more brilliant.

Bang reviews

We are experiencing an era of innovation, and cars are gradually getting rid of the shackles of "gasoline" (gasoline) as the power source for a hundred years, and fully entering the next generation of "gas vehicles" with "gas" (electrification) as the core of the power, and we are fortunate to be the observers of this industrial revolution. This difficult step by Japanese manufacturers will be a big step towards full electrification in the world.

To ask, "How far are we from full electrification?" The answer could be 'Far away in 2060?' Or it's just around the corner!' ;

If you want to ask, "After the great changes in the industry, who will survive?" I think the answer was written in poetry by the ancients:

The water rolling in the east of the Yangtze River, the waves exhaust the heroes. Success or failure turns empty.

The green mountains are still there, and the sunset is red a few degrees. White-haired fisherman on the river, used to watch the autumn moon and spring breeze.

A pot of turbid wine is a happy encounter. How many things in ancient and modern times are in the process of laughter.

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