"When the mileage crosses a certain threshold, the importance of the energy density of the power battery is decreasing, and the most important indicators may become safety, cost and cycle life."
At the 2022 China Electric Vehicle 100 Forum held recently, Wang Chuanfu, chairman and president of BYD Co., Ltd., delivered a keynote speech, in which he expressed 3 main views on the development of new energy vehicles.
Wang Chuanfu first mentioned the support suggestions for policy subsidies, "suggesting that the purchase tax reduction and reduction policy for new energy vehicles can continue to be extended to maintain policy stability during the "14th Five-Year Plan" period." ”
Secondly, Wang Chuanfu believes that pure electric vehicles and plug-in hybrid vehicles should walk on "two legs".
"At present, there are more and more plug-in hybrid products on the market. If pure electric vehicles focus on solving the need for additional purchases, then plug-in hybrid effectively solves the demand for first purchase and replacement of more families, and forms a significant substitution effect on the huge stock fuel vehicle market. Plug-in hybrid is an important path to achieve the goal of double carbon, and the change is relatively mild, which will help stabilize the industrial chain supply chain and achieve a smooth transition from fuel vehicles to pure electric vehicles. ”
The third point, Wang Chuanfu highlighted the current technical route dispute of new energy vehicle power batteries, and he believes that it is necessary to adhere to the lithium iron phosphate battery as the correct development path.
"In the past, when the mileage of electric vehicles was 200 kilometers, energy density was the most important indicator; but when the mileage reached 500 kilometers, like the mileage of a tank of fuel trucks, the battery energy density was no longer the most important, and the most important indicators may become safety, cost, cycle life, etc."
At the same time, lithium iron phosphate batteries do not contain rare metals, more suitable for social resources, should adhere to it as the correct development path.
In Wang Chuanfu's view, today's new energy automobile industry is developing much faster than expected, he said, "According to the speed of industry change last year, if it is constant speed calculation, at the end of this year, it is expected that the penetration rate of new energy vehicles in the mainland will reach 35%. ”
"We did an experiment, at the local auto show, spent 5 days to observe the car watching behavior of people on the spot, we found that 60% to 70% of consumers are watching new energy vehicles, while only 30% to 40% of consumers who look at fuel vehicles, this data shocked us."
BYD's sales figures in February were 91,078 units, of which 88,283 were new energy vehicles. After sales reached 95,000 units in January, it exceeded 90,000 units again in February, up 335% year-on-year.