"With the addition of new energy vehicles, the competition in China's fuel vehicle market will be more intense." In the past year, there are 85 brands in the traditional fuel vehicle market, 34 brands with monthly sales of less than 1,000 units, and 9 brands have disappeared. On March 26, at the 2022 Electric Vehicle 100 High-level Forum, Zhu Huarong, secretary of the party committee and chairman of Changan Automobile, believed that in the next 3-5 years, 80% of Chinese brands will shut down and turn to the fuel vehicle market.
In fact, under the influence of industrial policies, consumption upgrades, new energy vehicle experience advantages and other factors, new energy vehicles are growing rapidly, and the growth potential is huge.
On the one hand, whether from the policy level or the product and user level, China has the best business environment for the development of new energy vehicles. All along, the Chinese government has vigorously supported and encouraged the development of new energy vehicles, and has strongly promoted the rapid development of the new energy vehicle industry from the aspects of technical routes, industrial policies, consumption policies, and charging infrastructure policies. The new energy automobile industry has also gradually built a complete industrial chain from independent electronic control, motor, to leading battery, from research and development to production and manufacturing, from charging facilities to marketing services.
Driven by many factors, the consumption of new energy vehicles has been transformed from policy-driven to market-driven. According to the data, in 2021, the mainland's new energy purchase intention is approaching 50%, and the actual sales volume has exploded, with cumulative sales of 2.89 million vehicles, an increase of 167.5% year-on-year. From January to February this year, the cumulative sales of new energy vehicles were 560,000 units, an increase of 165% year-on-year. It is expected that in the next decade, China's auto market will usher in a period of rapid popularization of new energy.
On the other hand, China's auto industry has entered a multi-power coexistence model. With the change of technology and change, China's auto industry has developed from a single power model to a five-power coexistence model. In 2021, the power distribution of continental vehicles will be ICE, HEV, PHEV, REEV, and EV. Among them, the market penetration rate of new energy passenger car vehicles increased from 14.3% in 2021 to 16.9% in January-February this year.
However, the development of new energy vehicles still has problems such as charging efficiency, imperfect public charging facilities, inconvenient use, potential battery safety hazards, price increases in bulk raw materials, and uneven development of the industrial chain. In this regard, Zhu Huarong put forward the following three suggestions for the new energy automobile industry:
First, it is recommended that the government strengthen the overall planning of the layout, the coordinated development of the industry, and accelerate the construction of infrastructure such as charging and replacing electricity. Study and solve the problem of power capacity increase caused by the increase in electricity consumption in old residential areas, accelerate the construction of charging infrastructure and power transformation; promote the development of charging and replacing dual lines to solve the problem of peak travel electricity congestion; use information technology to make electricity reservations and planning, and realize the balanced distribution and efficient utilization of charging piles and substations.
The second is to suggest that the state strengthen unified planning guidance. For lithium, cobalt, nickel and other power battery raw materials, strengthen the layout of overseas resources, guide domestic enterprises and industrial chains to form the ability to mine and purify core resources, and continue to improve the power battery recycling management system.
The third is to suggest that the industry increase basic research, develop high-efficiency battery core technology, and completely solve the problems of charging efficiency and safety hazards. Led by relevant industry organizations, aggregate enterprises to form a joint force, accelerate the research and development of new batteries, strengthen the research and research of key technologies such as positive and negative electrode materials and electrolytes for power batteries, fundamentally solve user charging anxieties and safety concerns, and completely solve the problem of convenience of new energy vehicles.
Zhu Huarong said that in terms of battery safety, Changan has broken through the battery zero fire technology, carried out technical research from the two dimensions of active and passive safety, achieved the goal of zero battery fire, and effectively solved user safety concerns.
It is reported that Chang'an deeply integrates the "seven-in-one" electric drive system with functions such as "motor, reducer, motor controller" and so on, which has super advantages such as wide voltage range, high integration, extreme cold start, extreme efficiency and extreme speed silence. Taking "extreme cold start" as an example, its vehicle equipped with high-frequency pulse heating technology can heat up to 20 °C in 5 minutes in an extremely cold environment, increase the low temperature fast charging time by 10%, and increase the low temperature acceleration capacity by 50%.
In the next 5-10 years, Changan Automobile will also focus on the new energy field to achieve double increase in sales and efficiency. By 2025, Changan New Energy will target 1.05 million vehicles, accounting for 35% of the total; in 2030, the new energy sales target will reach 2.7 million vehicles, accounting for 60%.