Author | Sui Yi
Edit | The king is beautiful
Produced by | Commercial vehicle network (shangyongqiche)
When the small flame of the torch "flying" shines with thousands of "snowflakes", when the torch is passed on and the endless life is gradually ignited in the bird's nest, it is not difficult for us to understand the deep meaning behind it - the community of human destiny formed by the gathering of snowflakes, the sea of stars illuminated by the spark of stars, the multi-symbiosis intertwined by ice and fire, and the journey of thousands of miles paved by the faint light of the beam...
For a long time, as the highest level of sports events for all mankind, green and environmental protection are indispensable issues, which also carries a kind of predictability: energy technology innovation will not only bring iterative pressure, but also bring new patterns and new vitality.
"Flying" is the world's first high-pressure hydrogen storage torch, and it also makes the first torch zero carbon discharge in history a reality in Beijing. This spark full of profound meaning tells the world that China's hydrogen energy has completed a key transformation, China is entering a new era of new energy, and a variety of clean energy sources will jointly promote China to a carbon-neutral sea of stars.
The operation of the transportation system connects the competitions and also connects the venues; in this year's Beijing, the planning of energy-saving and clean energy vehicles accounted for 85.84%, the highest in the history. According to relevant data, more than 1,000 hydrogen fuel cell vehicles shuttled between different venues at this conference, including 816 hydrogen fuel cell buses participating in transportation service guarantees.
The new energy vehicles represented by the "zero carbon" hydrogen vehicle, together with the "flying", have stepped onto the stage of the world, proving that they are not just a glimmer.
General trend
From "three horizontal and three vertical" to "ten cities and thousands of vehicles", from policy-driven to market-driven, the new energy automobile industry that has been pinned on high hopes is working hard to move forward in the ups and downs, and almost every year has experienced a key node. These key nodes have accumulated valuable experience and data for the continuous research and development of new energy vehicles, driving the technological upgrading of the industrial chain, and behind the increasing number of new energy industries, including fuel cells, the leapfrog development of the mainland's new energy industry.
Under the goal of "double carbon", the wave of new energy is not only surging in the field of passenger cars, but also an inevitable trend in the development of the commercial vehicle industry.
Today, the stage of relying on policy expansion to achieve growth in the mainland new energy commercial vehicle industry has ended, and it has entered a critical stage of relying on technological innovation, institutional innovation, quality improvement and service improvement to seize market share. Some experts predict that new energy commercial vehicles are a long-term process, and it is expected that by 2035, more than 50% of commercial vehicles will achieve new energy.
In 2022, the mainland new energy commercial vehicle market will enter a period of in-depth development. The green answer sheet presented by Beijing to the world this winter marks the unstoppable long river of the new energy commercial vehicle industry.
Force up
We thus determine that this green force is under the continuous help of favorable policies and the promotion of the "double carbon" goal, and will successfully push the new energy commercial vehicle industry into the future development of the global commercial vehicle industry.
The development of green energy technologies to achieve zero carbon transformation has gradually become the consensus of the world. More than 140 countries and regions around the world have proposed carbon neutrality goals, and China has also proposed the "3060 Double Carbon Strategy" to promote sustainable social development.
In fact, as early as 8 years ago, Geely Holdings, which has been working in the passenger car field for many years and has formed the advantages and systematization capabilities of the industrial chain, has begun to integrate global resources and lay out the commercial vehicle business in a forward-looking manner. Two years later, in 2016, Geely Holdings founded China's first commercial vehicle brand focusing on the new energy field, long-range vehicles.
Relying on the profound technology accumulation of the Central Research Institute of Geely Holding Group, Long-range Automobile has established the largest new energy commercial vehicle research institute in China, focusing on the development of new energy and intelligent technologies for commercial vehicles. The R&D center in Hangzhou brings together more than 2,000 R&D engineers from around the world, based on the mature electrification and intelligent technology in the field of passenger cars, and unswervingly and fully impacts the new track of new energy commercial vehicles.
In recent years, with the brand vision of "creating smart interconnection and leading green commercial", remote vehicles have accelerated forward-looking planning in research and development, manufacturing and operation dimensions around new energy and clean energy commercial vehicles, so that vehicles can become smart nodes in the logistics ecology, so that the dynamic management and ecological interconnection of "people, vehicles and roads" are possible, and the product form of commercial vehicles can truly achieve qualitative change.
Geely Commercial Vehicles, as the earliest new generation of commercial vehicle enterprises focusing on green intelligence in China, has gradually developed into a new commercial vehicle head enterprise after years of investment and development led by research and development.
At present, the long-distance vehicle business has formed a full range of commercial vehicle products for both urban commercial vehicles and highway commercial vehicles, comprehensively covering heavy trucks, light trucks, small micro trucks, LCVs, buses and other series of products, becoming the first commercial vehicle brand in China to complete the multi-energy layout and new energy of the whole series of products. At the same time, in 2021, we will enter the era of new energy architecture car manufacturing, upgrade all series of long-range vehicle products, and enter the era of positive research and development 2.0.
In the future, on the basis of continuously consolidating and enhancing the leading position in the product market, long-range vehicles will also help the effective development of the national "3060" double carbon strategy by uniting upstream and downstream strategic partners.
Puzzle · broken
As early as the beginning of this century, the "three verticals" in the "three vertical and three horizontal" research and development layout established by the mainland refer to pure electric vehicles, plug-in hybrid (including range extender) vehicles, and fuel cell vehicles.
The consensus in the industry is that new energy vehicles should develop different technical routes according to different actual situations and needs, and they are complementary to each other, rather than a substitute relationship.
Since its inception, long-distance vehicles have adhered to the research and development as the guide, formed a pure electric drive and extended range electric drive power system as the core of the urban commercial vehicle technology route and liquid hydrogen energy methanol power and pure electric drive using power exchange technology as the core of the road commercial vehicle technology route, can provide corresponding new energy solutions for different needs. Continue to expand from energy innovation to the whole industry chain.
In 2021, the commercial vehicle industry as a whole showed a bipolar trend, with commercial vehicle sales falling by 5.2% year-on-year, but the production and sales of new energy commercial vehicles were booming, showing a good development situation of both market size and development quality. In 2021, the sales volume of new energy commercial vehicles was 197,000 units, an increase of 51.4% year-on-year, and the penetration rate reached 4.2%. New energy commercial vehicles have entered a stage of rapid development.
With the opening of the market, remote vehicles have also quickly seized the market in 2021, and through product and business model innovation, they have quickly established the leading position in the new energy commercial vehicle industry, achieving an increase of 288% year-on-year overall sales for the whole year. Among them, the new energy heavy truck increased by 369.9%, ranking first in the industry in the target market of new energy heavy trucks; the new energy light truck increased by 460.6% year-on-year, and the sales volume ranked first in the industry; the zengcheng light truck increased by 372.0% year-on-year, maintaining an absolute market segment for three consecutive years.
In 2022, long-range vehicles will take incremental product improvement as the policy, promote product updates around the core technology route and intelligent technology of new energy, and create an exclusive expandable new energy architecture for GLA, GHA and GMA, and all models will enter the era of architecture car manufacturing. At the same time, as the leader of the new energy commercial vehicle track, long-range vehicles will create a new generation of new energy intelligent commercial vehicle products with more forward-looking design, higher level of intelligence and stronger practicality according to the actual needs of users, and improve the full-scenario product matrix.
National Fortune Xing
This green winter ice and snow sports feast let the world see that China's determination to move forward firmly in the field of new energy concepts and technologies is unbeatable. As a national strategic choice, the development of the new energy industry will undoubtedly be related to whether China can grasp the initiative in the future in the evolution of the world energy and climate, and even in the evolution of the world power pattern.
At this stage, due to the integration of technical routes, the application scenarios have their own strengths, and the industrial strategic division of labor is different, the three technical routes of pure electric, hybrid and fuel cells will coexist and develop for a long time. This is also the reason why Geely Remote chose the technical route of urban commercial vehicles with pure electric drive and extended range electric drive as the core and the technical route of highway commercial vehicles with liquid hydrogen energy methanol power and pure electric drive with power exchange technology as the core.
With the advancement of the competition process, we can see that the new energy automobile industry chain is constantly improving. The further optimization of industrial supporting facilities such as charging and power exchange facilities, the in-depth excavation of consumer demand and potential in key areas, the continuous expansion of the industrial economic market space, and the continuous improvement of policies and environments have all prompted the new energy automobile industry to enter a new stage of accelerated development under the trend of "double carbon".
Of course, the development of the industry is inseparable from the joint efforts of the whole industry, and it is more necessary to popularize science and down-to-earth implementation for social groups. Geely Remote is well aware that the growth of new energy commercial vehicles is an irreversible global development trend, and the scale of the industry will also complete the layout from automobiles to energy to the whole industry chain.
The future has arrived, the wheels of history are rolling forward, new energy commercial vehicles carry the banner of logistics support, and the melody of green energy reform has become clear, which is a new chapter for all mankind and a new chapter for remoteness.