"180,000, 18 oils, thieves are good to open."
This was once a joke by the owners of the Great Wall Wei brand VV7 about their car, but with the launch of the model using lemon hybrid DHT technology, the Great Wall will take off the hat of "oil tiger".
On March 1, the Wei brand intermediate SUV model, Mocha DHT-PHEV, was listed at a price of 305,000 yuan, and the fuel consumption of the car was only 5.55L in the state of power loss, showing the strength of the lemon hybrid DHT.
In addition, Great Wall will launch a new brand to promote lemon hybrid DHT cars.
Source: Great Wall Motor's official website
A further step is that the new brand of the Great Wall will open with a sedan, and the BC brand A1 and B1 models that will be tendered on the Great Wall Motor bidding website will be auctioned, which is the long-lost car model of Great Wall Motor, which will use a lemon hybrid DHT-PHEV drive assembly.
With the launch of a sedan brand with DHT-PHEV technology, the Great Wall's hybrid chess game is quite bold. But even bolder is BYD, which has built DM-i super hybrid technology for all models.
Lemon hybrid DHT technology, similar to BYD DM-i structure, is based on DHT dual-motor solution hybrid technology. The lemon-blend DHT has not yet made a big splash in the market, but BYD DM-i has proven that the market is in great demand – DM-i has even helped BYD surpass SAIC Volkswagen in monthly sales.
So what is the difference between the Great Wall and BYD's interming strategy? With the help of Lemon DHT, can Great Wall Motors help enterprises achieve a bumper sales harvest like DM-i, and even push up the market value?
In this article you can see:
Technical differences: Great Wall lemon hybrid DHT design tends to be oily, BYD DM-i design tends to be biased;
Strategic difference: The Great Wall HEV and PHEV go hand in hand, starting with high-end models and not rushing to fully push forward.
The pressure of double integrals has pushed the Great Wall to further electrify, and the PHEV sedan brand is about to be launched.
In the process of electrification, Great Wall Motors emphasizes profit, while BYD pursues scale. At a time when smart electric vehicles have made a sharp upward breakthrough, the strategy of the Great Wall is more conservative.
01
DHT, DM-i: The same thing
Although the Great Wall calls its hybrid technology DHT, DHT is not unique to the Great Wall.
DHT, short for Destined Hybrid Transmission, Chinese name hybrid special gearbox.
DHT technology is characterized by the fact that the engine is connected to motor No. 1, motor No. 1 is dedicated to power generation, motor No. 2 is dedicated to drive, and the engine can also drive the vehicle directly. The DHT transmission determines which power source to use for drive depending on the driving conditions.
DHT working logic, electric vehicle observer cartography
The advantage of DHT technology is that it can make full use of the efficient power range of the internal combustion engine and the motor to achieve fuel saving, and can be used with the power battery to achieve the purpose of refueling and rechargeable driving.
DhT hybrid technology, compared with the predecessor Toyota hybrid, Toyota hybrid is the global hybrid technology pioneer and application. Toyota's power shunt hybrid technology is the benchmark of hybrid technology.
DHT is able to fully compete with toyota hybrids in both technical and commercial terms.
In terms of technology, first look at the driving experience, DHT technology mainly relies on motor drive, Toyota hybrid mainly relies on the engine, so DHT acceleration is faster and more direct, with a driving experience close to pure tram. The A-class car can do it on the DHT system
Looking at fuel consumption, DHT hybrid energy will pull the B-state fuel consumption of A-class SUV models down to less than 5L/100km, which is not much different from toyota hybrid.
Commercially, DHT technology only needs two motors to achieve, power battery selection is rich, small capacity battery pack, lithium iron phosphate battery pack can be, higher than Toyota cost, but not much higher.
Therefore, DHT is almost the best choice for all car companies. In particular, the core patents for DHT technology belong to the American company Paice and have expired in 2019. If the power shunt hybrid technology is used, many of Toyota's patented layouts are difficult to bypass. Therefore, many car companies have adopted DHT technology.
However, it is all DHT, and the family is different. The Great Wall Lemon Hybrid DHT and BYD DM-i are the two most representative technical solutions.
The basic structure of the Great Wall Lemon Hybrid DHT is similar to that of BYD DM-i, the internal combustion engine is available in 1.5L and 1.5T, and multiple modules are highly integrated, supporting a variety of hybrid modes such as parallel, series, and series parallel.
From a technical point of view, the Great Wall Lemon DHT technology is more complex, supporting 2-speed variable speed function, BYD DM-i structure is simple, for a single-gear structure.
Source: Great Wall Motors
Great Wall Lemon Hybrid DHT technology is composed of three parts: gasoline engine, GM/TM dual motor and DHT electric drive assembly, and the hardware structure adopts a seven-in-one structure, and all components are integrated. Lemon hybrid DHT technology takes into account both HEV and PHEV, and the drive mode is divided into three types: two-wheel drive HEV, two-wheel-drive PHEV and four-wheel drive PHEV.
Electric car watchmaker watchmaking
In the selection of gasoline engines, you can choose between 1.5L (1499ML) naturally aspirated engines, or 1.5T turbocharged engines. Among them, the 1.5L naturally aspirated engine adopts The Atkinson cycle and increases the compression ratio to 13:1, combined with low-pressure EGR, electronic water pump and other technologies, the engine power is 74kW, and the torque is 132N.m. The 1.5T turbocharged engine uses Miller cycles with a compression ratio of 11.8, engine power of 113 kW and a torque of 232N.m.
After the combination of different power gasoline engines and electric motors, the lemon hybrid DHT is subdivided into three versions of the powertrain, which are 1.5L+DHT100 and 1.5T+DHT130 for two-wheel drive, and 1.5T+DHT130+P4 for four-wheel drive. Among them, the two-wheel drive version of the powertrain can realize two power forms of HEV and PHEV, but the four-wheel drive version only has one power form of PHEV.
Lemon hybrid DHT adopts a two-speed design, the purpose is to ensure the efficiency of the gasoline engine operation of the HEV model, the effect is two aspects, on the one hand, it reduces the energy consumption of the HEV model, on the other hand, the gasoline engine displacement is reduced to less than 1.5L, which plays a role in reducing the consumption tax.
In contrast, the minimum base displacement of the gasoline engine of toyota HEV models is 1.8L, and the tax rate is 2% higher than that of models below 1.5L. Hardware, the lemon hybrid DHT is achieved by adding a fork inside the gearbox to achieve a double-gear structure, the simple understanding is that the Great Wall has added a double-speed AMT gearbox inside the DHT transmission.
Lemon hybrid DHT technology working mode, source: Great Wall Motors
In terms of batteries, lemon hybrid DHT technology uses CTP structure battery packs, which theoretically support a variety of different materials of power batteries, but the models on sale are ternary lithium batteries. The power battery pack capacity depends on the powertrain, the optional range is between 1.7kWh and 45kWh, and the maximum pure electric mileage exceeds 200km.
At present, the powertrain of the three lemon DHTs of the Great Wall has been mass-produced, including 4 HEV models, equipped with 2 1.5L+DHT100 and 1.5T+DHT130 powertrains, and 2 PHEV models, which are 1.5T+DHT130 two-wheel drive version and 1.5T+DHT130+P4 four-wheel drive version.
What's different about the BYD DM-i Hybrid?
BYD DM-i super hybrid technology, at the beginning of the design focused on THE PHEV model, in the engine selection, there are 1.5L naturally aspirated engine and 1.5T turbocharged engine two.
BYD calls the DM-i technology's DHT transmission the EHS electric drive system, which is basically similar to the lemon hybrid DHT in the working mode, but does not have a shift function and has only one gear. However, because dm-i focuses on THEPHE model, the power battery pack capacity is large, and the function of regulating the efficiency of the gasoline engine can be adjusted by the power generation motor, without the need for a two-speed design like the lemon hybrid DHT.
Source: BYD Auto
According to the different types of gasoline engines and electric motors, BYD DM-i's electric drive system can be composed of three powertrains: EHS132, EHS145 and EHS160. BYD DM-i technology can also be realized by attaching a rear axle motor to achieve four-wheel drive.
In the selection of power batteries, the battery used by BYD DM-i is a self-developed power blade battery technology, which uses lithium iron phosphate battery material.
On the whole, the Great Wall Lemon Hybrid DHT and BYD DM-i system structure are generally similar, but the design goals are different, so both sides have their own trade-offs in specific technical details. Both technologies have outstanding performance in terms of energy saving.
Overall, the Great Wall Lemon Hybrid DHT design tends to be oily, and the BYD DM-i design tends to be biased.
02
Supply chains determine different business routes
In terms of commercial route selection, the Great Wall Lemon Hybrid DHT chooses the route of HEV and PHEV, while BYD is more aggressive, and the DM-i model is all PHEV.
HeV and PHEV parallel route is the choice of most car companies, Honda i-MMD is also a technical route, BYD DM-i only do PHEV route is a minority.
BYD's full range of models phevized, there are three reasons.
At the market level, BYD has no fuel vehicle baggage, ANDVS models can enjoy various policy dividends, subsidies, tax exemptions, unlimited travel, unlimited purchases and other policy advantages, so that PHEV models are cost-effective.
At the technical level, BYD DM-i has the advantage of PEV technology accumulation, and technologies such as blade batteries have been verified on their own pure electric models.
At the supply chain level, IT is BYD's biggest advantage, BYD Automobile is backed by BYD's supply chain, power batteries, chips, etc. can be deployed within the group, without external procurement, and has a unique advantage in supply and supply assurance.
The Great Wall's HEV and PHEV parallel schemes also have their own advantages, and the Great Wall's fuel vehicles have formed a scale effect, and have a very large number of fuel vehicle upgrade replacement customers. Although THE PERFORMANCE ADVANTAGES OF PHEV AND HEV CAN BRING, THE PURCHASE COST HAS INCREASED, SO GREAT WALL CHOSE TO START APPLYING LEMON HYBRID DHT TECHNOLOGY ON HIGH-END MODELS.
Wei Pai is the early adopter of Great Wall Motors' lemon hybrid. At present, the three models on sale by Weipai, in addition to the mocha still have fuel vehicles on sale, other models have been fully hybridized, and the market acceptance of HEV and PHEV on different models has been verified. The three models of Weipai have formed a situation of competition between latte HEV, Macchiato PHEV and Mocha pure oil in the purchase range of 180,000-200,000 yuan.
Also used in the Haval brand, Haval H6S and Red Rabbit chose heV hybrid assembly configurations with different power, respectively, and formulated a price of 12% and 17% higher than the same configuration of fuel vehicles.
Great Wall's strategy is also related to its hybrid supply chain and cost control capabilities.
In terms of power batteries, Great Wall's Hive Energy is the core supplier of lemon hybrid DHT models, but at present, the Honeycomb Energy power battery is still in the climbing stage, and it cannot meet the large-scale demand of all models under great Wall after all turn to hybridization.
Haval Red Rabbit Auto Announcement Information
The same is true at this stage. The Ministry of Industry and Information Technology announcement information of many HEV models such as Macchiato HEV, Haval H6S and other HEV models shows that Hive Energy is only responsible for power battery packaging, not battery suppliers, NINGDE Times, BYD and JVI Power are all power battery cell suppliers of lemon hybrid DHT models.
The example of the Great Wall Lemon Hybrid DHT being constrained by the supply chain is the loading scale, and it should not be forgotten that the Lemon Hybrid DHT and DM-i are new technologies launched in the fourth quarter of 2020, but until the summer of 2021, the first Lemon Hybrid DHT model was launched, when the monthly sales of BYD DM-i models have exceeded 20,000 units and continue to grow.
From the release of the new technology to the loading of the car in half a year, the new rhythm of the Great Wall Lemon Hybrid DHT has obviously been deliberately slowed down. Looking back at the timeline, it can be found that in the first half of 2021, Great Wall Motors was trapped by the lack of cores, and many models were temporarily discontinued, so it is not difficult to understand that hybrid vehicles that require a large number of chips have been slowed down to push a new rhythm.
If you extend the time line span, the great wall in recent years to invest in the establishment of hive energy, the industrial chain company of the end of zhixing has gradually entered the right track, although there is still a huge gap from the Fudy power split by BYD, but the overall direction has been verified by BYD. The Great Wall to do hybrid vehicles, first maintain the basic disk of fuel vehicles, and then wait for the industrial chain company to reach the scale, and then fully turn to hybridization, or even pure electrification, it is not impossible.
The ass decides the head, and BYD only makes the decision of PHEV, because DM-i's ass sits on the entire new energy vehicle industry chain, and how to sit is comfortable. But the Great Wall Lemon Hybrid DHT's ass is still in the process of moving from fuel vehicles to new energy.
03
The Great Wall's hybrid hand
In the summer of 2021, Great Wall Motors held a strategic press conference in Baoding, announced the hybrid transformation of the whole series, and set a target of 80% of new energy vehicle sales by 2025, which is not easy for Great Wall, which covers pickup trucks, commercial vehicles and SUV-based products.
The comprehensive shift to hybrid is a strategy that has been clearly defined, but how to control the rhythm of transformation, the Great Wall has its own considerations.
BYD's strategy of shifting fuel vehicles to PHEV has been a phase success. But the Great Wall cannot and should not replicate BYD's tactics. From the perspective of industrial policy, market demand and commercial routes, the hybrid transformation of the whole system of the Great Wall has difficulties, but there are also opportunities.
At the industrial level, the double integration policy forces the Great Wall to accelerate its transformation, especially in the case of the Euler brand due to the lack of core production capacity, greater pressure on the new energy positive integration of Great Wall Motors.
According to the 2020 double integration data released by the Ministry of Industry and Information Technology, Great Wall Motors' energy consumption score in 2020 is -368977 points, but the positive integration of new energy is only 191183 points, and Great Wall Motors has a large number of integration gaps. In 2021, the Euler brand will sell 135,000 vehicles, and the fuel vehicle brand Haval, Wei brand and tank will sell a total of 513,000 vehicles, and the new energy points will increase due to the increase in sales of the Euler brand, but the sales of nearly 100,000 off-road vehicles of the tank brand are doomed to have no optimistic performance in energy consumption points.
If the negative fuel consumption credit and the positive new energy integral in 2022 still cannot be offset, Great Wall Motor will bear huge costs under the dual integration policy.
At the market level, the Great Wall has very good market opportunities, consumers have been BYD, Wei Xiaoli and other car companies to complete the market education, began to accept the general trend of car electrification. With a huge existing user base, Great Wall Motors can undertake a large number of existing customer groups as long as it meets the needs of consumers for replacement and upgrading, reducing automobile marketing costs.
The most difficult is the choice of commercial routes, after the Haval and Weipai models completed the market demand trial and error of HEV and PHEV models, which way to choose to accelerate the transformation is a choice that Great Wall Motors' decision makers must make. Combined with the process of Great Wall Motors' recent Euler, Tank, Salon and other brands entering the market segment, creating a new automobile brand based entirely on hybrid technology is the first choice of Great Wall Motors.
At the 2021 strategy conference, Great Wall announced that it will launch a new sedan brand in September of the same year, built on the lemon hybrid DHT platform, mainly producing PHEV plug-in hybrid models.
From the official website of the Trademark Office of the State Intellectual Property Office, it can be found that among the trademarks related to the Great Wall, the Great Wall has registered leopard animals and aircraft trademarks, and this new PHEV automobile brand may be named after it in the future.
Source: State Trademark Office
In terms of product type, Great Wall Motors once showed off the "Chaopai" concept car at the Beijing Auto Show in September 2020. At the end of 2021, Great Wall Motors is also bidding for a new car brand channel image design project.
Source: Great Wall Motor Bidding Website
In March this year, Great Wall Motor's official website released bidding information to bid for the actual pictures and CG visual materials of the BC brand A1 and B1 models.
Source: Great Wall Motor website
According to the information of all aspects, the Great Wall will launch a new PHEV sedan brand named after "Leopard" or "Airplane", and the first product will have two models, one of which may be the mass production version of the "Chaopai" concept car that was unveiled at the Beijing Auto Show. Marketing channels include 4S stores, experience stores, city showrooms and supermarket stores.
With the technical advantages of lemon hybrid DHT, it is expected that the power performance of the first model of the new Great Wall brand will be very strong. Combined with the market situation, the Beijing Auto Show is a good time for new brands and new cars to debut. In terms of brand positioning, the new brand first car will inevitably maintain high-end positioning to enhance the brand effect, but the overall brand positioning or will be maintained between 150,000-400,000 yuan, will not rush into the high-end automobile market.
In terms of production capacity, Great Wall Motor's own production capacity is enough to meet the needs of a new brand. At the supply chain level, Great Wall Motors has two choices of honeycomb energy and Dayu batteries in the power battery, the more difficult is the chip supply, from the previous situation, Great Wall Motors' control of the chip industry chain is not strong, susceptible to the lack of cores.
04
The Great Wall seeks profits, BYD seeks scale, who will laugh last
In 2022, BYD and the Great Wall are walking on two different roads.
BYD is frantically expanding production, and is expected to sell about 1.5 million new energy vehicles in 2022, most of which will be PHEV models based on DM-i technology. This will have an impact on all fuel vehicle companies, especially domestic independent fuel vehicle brands. Moreover, BYD has made it clear that it controls the gross profit of the whole vehicle and battery, emphasizing doing large-scale.
Great Wall Motors has a trade-off: in terms of hybridization, HEV and PHEV go hand in hand, and the new brands of Wei brand and high-end cars focus on pushing PHEV; in terms of pure electricity, Euler abandons the entry-level model and specializes in high-end, and the salon also takes the high-end route.
Which of the two methods of warfare is better or worse?
The fuel vehicle market has entered a mature period, or even a period of recession, and leading companies like the Great Wall have high profits and market share, but must face a declining demand curve. The Great Wall, which is originally "specialized, new and special", may be more "specialized, new and special".
For the emerging technology products such as intelligent electric vehicles, it is a conventional way for enterprises to seek scale first, form a large market share, and maintain technological leadership and grab high profits in the later stage.
In terms of future layout, BYD's electrification is undoubtedly ahead, and the Great Wall is more advanced in terms of intelligence. Both sides need to continue to invest in building R&D, supply, production, and operation capabilities that can compete with strong rivals such as Tesla.
At present, the gross profit of automobile sales and the help of the capital market have given enterprises sufficient ammunition to continue to expand. At present, the smart electric vehicle market is breaking through sharply upwards, and Great Wall Motors' strategy is somewhat conservative.
Have the present or have the future? You can't have it all at the same time.
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