Let me sort out the content of this part of the car companies in this year's 100 people's meeting: on the one hand, some views of car companies on technology and strategy, on the other hand, through the attention of big leaders and the opportunity to appear, we can also explore what these companies can do in the next 3 years.
The forums involved in this part of the main enterprises (see below) include: the 25th Forum on Promoting the Coordinated Development of Intelligent Connected Vehicles and Smart Cities, the 26th International Forum on Automobile, Transportation and Energy Transformation in the Carbon Neutral Process, the 26th High-level Forum to Welcome a New Stage of New Energy Vehicle Market Development, and the 27th New Generation Automobile Market and Consumption Forum.
●Foreign car companies
Volkswagen, BMW, GM and Volvo
●Domestic car companies
BYD, Changan, Aian, Dongfeng Lantu and BAIC
● New power car companies
Xiaopeng Automobile, Ideal Automobile, Xilis, Nio (talking about energy)
▲Figure 1:100 people will communicate with car companies
Part 1
New power car companies
●Xiaopeng Car
200,000-400,000 yuan is the main price band of intelligent cars, and 98,000 intelligent cars will be delivered in 2021 (the first place in China's new car-making forces), and the user penetration rate of intelligent assisted driving XPILOT 3.0 will reach 96.2%.
In terms of high-speed NGP, 62 kilometers of every 100 kilometers of highway are driven automatically with NGP intelligence, and the goal is more than 90%. Based on XPILOT 3.0, which launches XPILOT 3.5 from high-speed to urban scenes in 2022, it will open the second half of intelligent assisted driving, adding lidar and adding a new planning algorithm.
In 2022, the urban NGP function will be gradually opened in Major Cities in China, such as Guangzhou, Shenzhen, Beijing, Shanghai, Hangzhou and other cities, which will enhance the support for multi-storey parking lot memory parking. In the first half of 2023, the software and services of XPILOT 4.0 will be launched, hoping to achieve all-scenario intelligent assisted driving and cover more than 100 cities.
The basis of intelligence is that R&D personnel account for more than 40%, and the cumulative R&D investment exceeds 9 billion yuan.
▲Figure 2: Xiaopeng's intelligent driving
● Ideal car
Buy new energy vehicles to meet the convenience of energy access, energy access costs, environmental protection.
The ideal car this time is mainly about the rationality of the use of urban range, "urban electricity, long-distance power generation, adhere to pure electric drive" - in the core area of the city to use completely pure electric driving, do not allow the range extender to start, through intelligent regulation to make the core area of the big city truly achieve 100% zero emissions.
In 2022, the battery range of the new product can be more than 200km, the thermal efficiency will be increased by 15%, and the carbon emissions in the urban area will be reduced to more than 90%.
The cost of the battery involves the price of lithium carbonate 30,000-50,000 cost price, which is now new oil.
Figure 3: The proportion of the ideal electrification mileage
● Cyrus
Platform range extender, full-time electric drive, it has the same driving control performance as EV; urban conditions basically do not need to start the range extender, has been using pure electric driving; in long-distance travel, the endurance is guaranteed, can effectively solve the current EV users generally concerned about mileage anxiety, charging anxiety, battery life anxiety, and battery safety and other issues.
In the current situation of the industry facing "lack of core and less electricity", the price of basic raw materials such as lithium ore, cathode and negative electrode materials has risen, and the installed capacity of batteries in the extended range is only 30-35% of EVs.
●NIO Energy
From the perspective of energy and electricity, each electric vehicle is an energy carrier with the characteristics of space-time translation (both a load and a power supply). The cycle life of the power battery can reach thousands of times, the average number of private cars charged a year is about 100 times, the real use of the vehicle may only be 1000 times, and the remaining 3-5 thousand times of life can be used in the power grid.
The substation including the pile of V2G is fully virtually aggregated into a frequency modulation unit, and other charging loads are aggregated into peak shaving units to participate in the regulation of the power grid, and WEILAI Automobile will adhere to the coordinated development of electric vehicle charging and replacement infrastructure and new power systems in the future.
Part 2
A traditional Chinese automobile enterprise
● BYD
With the hot sales of DM-i, this time the hybrid is still the mainstream of the development of private cars to become more confident, and plug-in hybrid effectively solves the demand for first purchase and exchange of more families, forming a significant substitution effect on the huge stock fuel vehicle market.
At the same time, continue to stand on the platform lithium iron phosphate, when the range of electric vehicles reaches 500 kilometers, the battery energy density is no longer the most important, the most important indicators may become safety, cost, cycle life, etc., from the resources more match the social resources to bear.
The whole meeting did not involve a lot of technology, the penetration rate of 35% This data is still repeatedly emphasized, and it is recommended to clarify the preferential policies for new energy vehicles in the post-subsidy era.
▲Figure 4. BYD background
●Chang'an
Put forward a clear goal, by 2025, Changan new energy sales target of 1.05 million vehicles, accounting for 35%, 2030 new energy sales target of 2.7 million vehicles, accounting for 60%.
It is also mentioned that with the acceleration of new energy vehicles, the competition in China's fuel vehicle market will become more intense, and there are 85 existing brands in the traditional fuel vehicle market in 2021, of which 34 brand brands have monthly sales of less than 1,000 units; 9 brands are dead, and 80% of China's fuel vehicle brands will shut down and turn in the next 3-5 years.
At the technical level, it was said that China's automotive industry has entered a multi-power coexistence mode (five major power coexistence modes ICE, HEV, PHEV, REEV, EV), and Changan has built 3500 people in various fields such as new energy, automatic driving, and intelligent interaction. Engineering R & D team, technically mainly mentioned is: seven-in-one "intelligent vehicle domain controller" smart core "SVDC battery zero fire technology super collector electric drive and high frequency pulse heating technology integrated "motor, reducer, motor controller" and other functions of the "seven-in-one" electric drive system.
Figure 5: The technical part of Chang'an
●Aeon
GAC is a big trick to put technology every time (everyone recognizes it is another matter), this time it is about launching a new AEP3.0 electric vehicle platform that can be overcharged, upgraded and quickly replaced, and then it is necessary to lay out the brand overcharge network and establish an energy ecological company to lay out a sustainable energy supply system. In the intelligent piece relying on the "Xingling Electronic and Electrical Architecture", comprehensively enhance the strength of ICV scientific and technological innovation, and will launch the first infrared sensing technology case in the follow-up.
It is suggested that this is the hope that the state will regulate the control of the price of raw material resources upstream of electric vehicles, prevent upstream resources from being monopolized, give priority to ensuring the supply of power batteries, and introduce new energy subsidy policies in 2023 and beyond in advance.
● Arashi diagram
Mainly around the user to do, will release a new platform, users to participate in co-creation, and open to ecological partners, in the personalization and customization to do more exploration. Lantu should change the relationship with users, create a direct user experience with seamless online and offline links, establish a more lasting and deeper connection with users, and continuously converge the values and habits from various industries and companies in the past, and sincerely interact with users, so that the ecology of Lantu and users is getting better and better.
Remarks: This is a bit similar to what the new forces said before, not about technology.
●BAIC Group
This time BAIC BJEV does not come out, around the commercial vehicle, overall, it is scene-oriented and focuses on product innovation. Beiqi Foton has promoted zero-carbon commercial vehicles in heavy transportation such as urban logistics, terminal distribution, ports, urban construction, mines, and in-plant transportation, involving sanitation, airports and other professional fields, and has achieved full coverage of pure electric, hybrid and pure fuel cells in different scenarios.
Part 3
Global automotive company
Foreign car companies are more about points of view, and there is no special content.
●BMW
By 2030, about 10 million pure electric vehicles will be delivered worldwide, and BMW will mass-produce 15 pure electric vehicle models in 2022, covering about 90% of the market segment. By the end of 2025, pure electric BMW is expected to ship 2 million units, and 2030 is expected to ship 10 million units.
● Volvo
In 2030, it will become a pure electric luxury car company, and in cooperation with China's technology partners, it has begun to test autonomous driving functions and services.
●Universal
In 2025, GM will launch more than 30 electric vehicles worldwide, of which more than 20 electric vehicles will be available in China, with the ultimate goal of electrifying all new models by 2035, achieving 100% renewable energy supply worldwide and reaching carbon neutrality by 2040.
● Volkswagen
The promotion of smart logistics applications in Volkswagen's factories across the country, the first phase of networking electric truck fleets, autonomous buses, and data platforms, followed by upgrades and scale-ups.
Summary: There are probably so many parts about cars in the 100-person meeting, and I will sort out the contents of the battery-related report when I have time.