On March 8, the Association released sales statistics for February, and the sales volume of new energy passenger cars in China reached 273,000 units, a year-on-year increase of 180.9%, and the penetration rate of new energy passenger cars reached 21.8%.
Kung Fu Automobile counted the reports released by major car companies, only Tesla an overseas brand entered the top ten, and the rest were all domestic brands, of which BYD soared 7.5 times.
In fact, in january's global new energy vehicle sales list, domestic cars occupied a full 17 seats in the top 20, and only Tesla's two cars and Volkswagen's ID.4 could break through.
In this way, domestic new energy vehicles are really up. What impact will they have on the competitive landscape of global automobiles? Let the kung fu car take everyone to see it together.
(1) Cheap and easy to use is the king, and domestic production crushes foreign investment
"Shenche" Hongguang MINI EV still occupies the top position in new energy sales, and it sold 26,116 units in February, achieving a year-on-year increase of 50.9%.
The advantages of this car seem to have gone without elaboration, using a professional pure electric platform design, although the length of the car does not exceed 3 meters, but it is actually made into 4 seats, it can be said that the space is left to the maximum for people and occupants. After the rear drain is poured, you can even get a good storage space for pulling small things on a normal basis.
Due to the weight of the body of only 705kg, coupled with the characteristics of the motor output maximum torque for the first time, the acceleration of the Hongguang MINI EV is actually quite good, and the acceleration of 0-50km/h in about 5 seconds is enough for daily commuting. Coupled with good driving and parking, the cost of using the car is extremely low, and it can also be charged directly with a 220V power supply, so that it has invincible practicality.
Hongguang MINI EV cost performance is very good, a while ago, there was a program in Japan, that is, the Macrominus MINI EV for disassembly analysis. Then combined with the power battery, body, air conditioning compressor, DC-DC converter, it was found that its cost is about 27,000 yuan. This is not counting the cost of research and development, manufacturing and channel promotion, so the Japanese also exclaimed that it is impossible to beat it.
BYD has 6 models in the top ten of new energy sales, the most amazing is still Song Plus DM-i and Qin Plus DM-i, both of which have sold more than 10,000 units in a single month. The reason for their success is obvious, that is, the most cost-effective hybrid in its class. BYD simplified the control logic of the hybrid, turning the DM-i into a powertrain based on electric drives. That is, 99% of the working conditions in the urban area are electric drives, and the engine is focused on generating electricity in the efficient range, so that its driving experience is no different from that of pure electric models, but there is no mileage anxiety. The joint venture car of the same level is not only more expensive, but also cannot be on the green card, nor does it support pure electric commuting, which is too fragrant for BYD in comparison.
The dolphins that have recently been listed are also very popular and can be called the benchmark of trolleys. Fit size body, but there is a Langyi level of space, a 100,000-level car, actually equipped with heat pump air conditioning, can only say that BYD is too good at playing.
Compared with Wuling and BYD, the technological accumulation and cost control of the new forces are indeed worse, but their market insight is very amazing.
Before a young friend mentioned the ideal ONE, he bluntly said that the ideal ONE is his dream car, which is indeed very "ideal". Cocoa electricity and no mileage anxiety, outing is a natural camping point, you can also cast the screen in the car to watch the ball game, you can also connect the car refrigerator and other equipment, he feels that this car hit the inner weakness. In addition, some middle-aged friends buy the ideal ONE reason is more simple, the same level of fuel vehicles are too expensive, BBA is 500,000 +, ordinary brand 7-seat SUV configuration is too vegetarian. The two-child family needs to be picked up and dropped off, the fuel cost is too high, and the ideal ONE price is just right.
All in all, the hot sales of domestic new energy vehicles, in the final analysis, are perfectly meeting the needs of target users, and the cost performance is indeed excellent.
(2) Highly self-researched, foreign manufacturers began to be dumbfounded?
The significance of vigorously developing domestic new energy vehicles may still be related to getting rid of dependence on foreign supply chains. In the era of fuel vehicles, many domestic manufacturers even want to buy engines from international manufacturers, and it is conceivable that most of the profits have been taken away. Even the core components of self-produced engines, ECU control modules, and high-pressure fuel injection systems are mostly produced by foreign manufacturers. And in the age of electrification, things have finally changed.
Taking the most core power battery as an example, the domestic Ningde era and BYD have already ranked among the international frontlines, and Zhongxin Airlines, Guoxuan Hi-Tech, and Hive Energy have also broken into the top ten of the global power battery loading.
Cataline Times is not only the supplier of most domestic car companies, but also international giants such as Tesla and Volkswagen. BYD has also recently reached cooperation with Mercedes-Benz and Hyundai Group, and will supply blade batteries to them. Even if it is temporarily in the second line of hive energy, Kung Fu Cars have visited their production lines before, and the new technologies and processes of high-speed lamination process, seam welding, laser die-cutting and maglev logistics line are all used, and they are ambitiously ready to hit the top three in the world.
In terms of power system, only a very small number of car companies use the electric drive system of foreign-funded enterprises, and the domestic drive motor, transmission, and motor controller have formed a complete industrial chain, basically getting rid of the dependence on international manufacturers.
Even in the field of chips, which is recognized as the most difficult, domestic car companies have also made many breakthroughs. Taking Geely's upcoming mass production of "Dragon Eagle One" in the third quarter of this year as an example, it has achieved a 7-nanometer process, the computing power has reached 6400MT/S, and can provide 51.2GB/S memory bandwidth, and the general car machine functions can be satisfied.
In the past, these international manufacturers sanctioned and cut off supply at every turn, but now they really dare not. Because they found that these domestic car companies are more and more blocked and stronger, relying on a gearbox can control the era of domestic cars has passed.
(3) Europe wants to give up carbon neutrality, and the face is gone?
Recent news broke that France and Germany are ready to lead EU countries to abandon carbon neutrality and drastically reduce investment in photovoltaics and new energy sources. It is even proposed to vigorously develop the coal industry, thereby reducing the operating costs in all aspects. Seeing such news, Kung Fu Cars only wanted to say that these European countries did not want to face it.
A few years ago, these European countries began to engage in "climate politics", not only proposing carbon neutrality goals, but also passing the European Climate Law, which aims to reduce carbon emissions by 55% by 2030 and achieve net zero emissions by 2050. Domestic regulations are also being chased away, and not long after the realization of China IV, it urged china to go to china five, and from the implementation of china five in 2017 to the implementation of china six in 2019, it was only two years apart.
In this process, Chinese companies are basically led by the nose. Just after taking down the core technology of the previous stage, others' new regulations have come to power, so that most of the high profits have been earned by these international car companies. These Western countries continue to criticize China's policies on various occasions, as if as long as you don't lie down and let it reap the harvest, you are at fault.
However, today we can also see that the domestic smog control is effective, and the photovoltaic industry has developed significantly, which not only greatly improves air quality and reduces carbon emissions, but also occupies a high position in the environmental protection industry chain.
In this case, these European countries actually made a 360-degree turn, and instead said that they want to vigorously develop the coal industry, and the next step may be to resist China's new energy vehicles. Of course, we can't control the practices of others, and we can only say that developing ourselves is always the most important. Only when it is strong, it will have enough right to speak.
(4) Kung Fu shooting
The rise of domestic new energy vehicles, in fact, in the final analysis, is still two aspects, one is a perfect insight into consumer demand, and the other is excellent control of costs. The realization of the latter is mainly due to the climbing of domestic car companies in scientific research and technology, which not only avoids being stuck by international manufacturers, but also successfully occupies a favorable position in the automotive industry chain.
The recent subsidy decline, rising raw material prices, including the adjustment of Western policies, have brought new challenges to domestic new energy vehicles. But Kung Fu Cars believes that as long as you cross this big mountain, there must be more beautiful scenery ahead.