On March 1st, the "Dual Engine Empowerment, Green Moving Future" - 2022 GAC Toyota & Guangzhou Daily Talk "Double Carbon" Theme Forum was held in the Guangbao Center. In this context, the continuous promotion of carbon neutrality and carbon peaking has become a major strategic goal of the mainland, and in this context, the event invited experts, scholars and industry leaders to gather together to express their insights on low-carbon transportation and explore the energy-saving prospects of the city.
The participating experts and scholars included Su Yuejiang, director of the Information Model Institute of Guangzhou Transportation Research Institute, Yang Li, president of Guangzhou Carbon Neutral Science Research Institute, He Lingyun, professor of energy economics at Jinan University, Yan Fei, founder and president of Guangdong Automobile Circulation Association, and many mainstream media also participated in the discussion session.
GAC Toyota: "The all-engine deepening of the doer", three major strategic actions to help
At the forum, Huang Yongqiang, deputy general manager of GAC Toyota Motor Co., Ltd., introduced its three strategic actions of "comprehensive high-end", "all-round electrification" and "all-field science and technology".
Huang Yongqiang said in his speech that GAC Toyota has been exploring and working hard at the forefront of the wave of automobile electrification to speed up the "all-round electrification" strategy. "GAC Toyota has always been a popularizer of hybrid technology, achieving two firsts in the industry," he said. "In 2010, GAC Toyota took the lead in introducing hybrid models at the mainstream level, the Camry dual engine; in 2015, the arrival of the Leiling dual engine took the lead in reducing the price difference between hybrid and fuel models, so that the threshold for the popularity of electrified models was lowered."
It is understood that in 2021, GAC Toyota's twin-engine hybrid model sales exceeded 182,000 units, an increase of 98% over 2020. The cumulative sales of dual-engine hybrid models also exceeded 500,000 units, and both data ranked first in the industry. It is worth noting that the proportion of GAC Toyota's dual-engine hybrid model sales in the overall sales has increased from 11% in 2020 to 22% in 2021, which means that for every five vehicles sold by GAC Toyota, one is a dual-engine hybrid.
At present, GAC Toyota has become a "full-engine deepening doer". Huang Yongqiang introduced that GAC Toyota has completed the "hybrid, plug-in hybrid, pure electric" full-engine layout, spanning three categories of cars, MPVs and SUVs, covering multiple levels from small cars to flagship mid-to-high-end cars. Bring users a variety of choices.
GAC Toyota actively promotes the development of electrification, takes the initiative, and promotes the high-quality development of electrified products with hybridization as the core. Be a new model in the era of pure electricity. Huang Yongqiang revealed that in the future, GAC Toyota's new TNGA cars will all be available in dual-engine hybrid versions. This year, GAC Toyota will also introduce the e-TNGA architecture this year to accelerate the launch of pure electric vehicles. Including the blockbuster new car bZ4X, a total of five pure electric models will be introduced in the next few years. By 2035, GAC Toyota's product line will be 100% electrified.
Su Yuejiang: The use of new energy vehicles is of great significance for carbon reduction and energy saving
Su Yuejiang, director of the Information Model Institute of Guangzhou Transportation Research Institute, said in his keynote speech that the purchase and use of new energy vehicles in the personal field is of great significance to carbon reduction and energy saving. "Assuming that all 2.2 million fuel cars are replaced by new energy vehicles, carbon emissions will be reduced by 2.7 million tons per year."
Su Yuejiang, director of the Information Modeling Institute of Guangzhou Transportation Research Institute
Starting from a series of data models and research results, Su Yuejiang suggested that in order to more steadily achieve the dual-carbon target, the government should improve the promotion mechanism of new energy vehicles, study policies and measures to promote consumption such as automobiles, encourage enterprises to increase the proportion of new energy vehicles used, and explore the pilot promotion of the "unified construction and management, scattered construction and unified management, and orderly charging" model in residential communities. At the same time, the total amount of small and medium-sized passenger cars is used to continue to give the index policy tilt of energy-saving and new energy vehicles, while gradually reducing the allocation quota of the incremental indicators of ordinary fuel vehicles; through tax adjustments, strengthen the miniaturization, lightness and electrification of privately purchased cars. "We can also consider the necessity and feasibility of studying the passage of special 'HOV lanes' for new energy vehicles." Su Yuejiang proposed.
As for the automobile industry and enterprises, Su Yuejiang believes that "three major transformations" should be promoted: the transformation of traditional fuel vehicles to new energy intelligent vehicles, the upgrading and transformation of sales-oriented enterprises to user-oriented enterprises, and the transformation of automobile manufacturers into comprehensive suppliers of travel.
Yang Li: The hybrid technology is in line with the market demand
Yang Li, president of the Guangzhou Carbon Neutral Science Research Institute, stressed in her keynote speech that although new energy vehicles are developing rapidly, there are still great difficulties in completely withdrawing internal combustion engine vehicles from the market and achieving full pure electrification in a short period of time. "From the perspective of use, pure electric vehicles still have large shortcomings. Pure electric vehicles along the high-speed energy replenishment difficulties, user mileage anxiety and other issues have attracted much attention", Yang Li said, "to make the electric energy replenishment energy to achieve the same convenience as fuel vehicles, to eliminate user endurance anxiety, there is still a qualitative breakthrough in electric technology." ”
Yang Li, President of Guangzhou Carbon Neutral Science Research Institute
On the one hand, the goal of carbon peaking and carbon neutrality in the field of transportation and travel is in front, and on the other hand, it is difficult for internal combustion engines to completely withdraw from the market in a short period of time. What is the way out? Yang Li believes that the use of oil-electric hybrids and the deep electrification of internal combustion engine vehicles will be an effective means of energy conservation and emission reduction. "From the perspective of carbon emissions, the carbon emissions of dual-engine hybrid technology are much lower than those of traditional gasoline vehicles, and in China, which is currently dominated by thermal power, the carbon emissions of dual-engine hybrid technology are even better than PHEVs (plug-in hybrid vehicles) defined as new energy vehicles." Yang Li said.
Yang Li believes that in the context of "double carbon", hybrid is a technology that is more in line with market demand. In recent years, despite no subsidies, the sales of twin-engine models have been soaring, as evidenced by this. In the future, under the premise of continuous improvement of quality and after-sales service, consumers' recognition of hybrid new models will continue to increase and continue to become an important part of the automobile market.
He Lingyun: Guangdong's new energy automobile industry has entered a comprehensive promotion period
He Lingyun, professor of economics and doctoral supervisor of Jinan University, used a series of data to explain that the new energy automobile industry in Guangdong Province has entered a comprehensive promotion period, and the sales volume and ownership of new energy vehicles in Guangdong Province rank first in the country, and pay more attention to pure electric vehicles and hybrid vehicles than other regions.
He Lingyun, professor of economics and doctoral supervisor of Jinan University
As far as the carbon reduction effect is concerned, the current situation in Guangdong Province is reasonable. According to He Lingyun, the social significance of "double engine" should be considered in the context of "double carbon". "From the perspective of the current power generation structure, because the electric energy used by pure electric vehicles is mainly 'gray electricity', this causes that from the perspective of the whole life cycle of fuel, pure electric vehicles are not necessarily environmentally friendly, and the energy-saving and emission-reduction effect of hybrid vehicles is more obvious."
What role do new energy vehicles play in Guangzhou's "manufacturing city" strategy? He Lingyun believes that the "intelligent and new energy vehicles" industry promotes transformation and upgrading through intelligent, networked, and digital technologies, and can also promote the upgrading of green consumption, as one of the "new energy and energy conservation and environmental protection" industries, break through the core technology of key components, and create a low-carbon energy supply system; promote the optimization and upgrading of automobile consumption, and transform from "automobile city" to "new energy automobile city".
After the "double carbon" goal was proposed, consumer demand for low-carbon new energy vehicles became stronger, which also brought new opportunities for the development of new energy vehicles. He Lingyun believes that the scale and technical level of the key components industry of new energy vehicles in Guangzhou are in the forefront, and the Guangdong-Hong Kong-Macao Greater Bay Area has formed an automobile industry pattern of "vehicle production + core components" with Guangzhou as the core, and with the help of the rules and standards such as road traffic and vehicle models in the Greater Bay Area, it is expected to be deeply connected, providing new opportunities for Guangzhou to vigorously expand the Hong Kong and Macao automobile markets.
Yan Fei: The circulation of used cars helps to reduce carbon, and the retention rate of dual-engine vehicles is high
Finally, Yan Fei, president of the Guangdong Automobile Dealers Association, shared the latest data on automobile sales in Guangdong. In 2021. Although affected by repeated epidemics and chip shortages, the auto market in Guangdong Province is still performing strongly. According to statistics, in the first half of the year, auto retail sales showed a growth trend, the growth rate of auto retail sales in the third quarter has declined, and the chip problem in the fourth quarter has eased slightly, and the good trend is very obvious. Yan Fei believes that the overall situation of the automobile market in Guangdong Province can still maintain growth, and the government has successively introduced various policies to promote automobile consumption, which has played a very important role, among which the implementation effect of the special action of replacing old cars with new in Guangdong Province in 2021 is obvious, and other cities have also taken a number of measures to promote automobile consumption, and multiple favorable policies have been superimposed, which has further boosted the automobile consumption in Guangdong Province in 2021.
Yan Fei, President of Guangdong Automobile Dealers Association
In terms of new energy vehicle retail sales, the retail sales volume of new energy vehicles in Guangdong Province in 2021 was 426,000 units, an increase of 151.4% year-on-year. The top five cities are: Shenzhen 152,000 units (up 95.3% yoy), Guangzhou 124,000 units (up 128.1% yoy), Foshan 35,000 units (up 363.6% yoy), Dongguan 33,000 units (up 211.1% yoy), and Zhongshan 13,000 units (up 4.50.1% yoy). It can be seen that in 2021, the new energy vehicle market in Guangdong is extremely hot and has a large increase.
Yan Fei believes that the circulation of second-hand cars is of great help to carbon reduction, and the retention rate of dual-engine vehicles is relatively high, which is favored by many consumers.
Observations
The "new four modernizations" of the automotive industry are the trend of the times, driven by the trend of electrification, more and more new energy vehicles have been introduced to the market. However, the market still has limitations at this time. On the one hand, the market share of new energy vehicles still needs to be improved, technological development is still in a sustained upward stage, and the popularity of new energy vehicles still needs a certain amount of time. On the other hand, there is still some controversy about the practical significance of pure electric vehicles and plug-in hybrid models for promoting carbon reduction. In contrast, dual-engine hybrid models not only take into account energy conservation and environmental protection and user needs, but also are currently effective carbon reduction drivers. Represented by GAC Toyota, in the process of popularizing energy-saving vehicles, it provides an excellent demonstration for Chinese auto companies to practice the dual-carbon and green-moving future, and it is believed that its dual-engine hybrid technology will occupy an important position in the automotive industry for a long time.