A few days ago, some media joked on April Fool's Day, claiming that Tesla, a company that has sprayed hydrogen fuel cells, wants to switch to hydrogen energy in the future and will launch a product named H in 2024.
While this April Fool's Joke didn't have much logical innovation, it was very successful. Because this joke is very good to cut the anxiety of many manufacturers now, most of the manufacturers who do pure electrical lines have to pinch a sweat when they see this joke, afraid that the leading big brother really "runs away".
When did we think that new energy products were "all inferior, only pure electricity is high", or at least the Beijing Municipal Government thought so. Only pure electric products can enjoy the treatment of new energy car purchase indicators, Beijing, as the main front of new energy product consumption at present, is also the city with the most stringent card new energy subsidies.
From the current situation, pure electricity has not really become the absolute mainstream. Even after watching the hydrogen energy car at the Winter Olympics, everyone was a little shaken, so Tesla's hydrogen energy April Fool's joke is not completely fabricated.
As a partner of the Winter Olympic Games, this event is also the first time that Toyota has put into large-scale use of hydrogen fuel cell models in China, including the second-generation MIRAI and Kosta hydrogen engine models, to undertake the task of operating as an athlete shuttle bus in Yanqing and Zhangjiakou areas.
Toyota's trick is very clever, winter is the absolute dead door of lithium batteries. In the Chinese market, such a market that has built a civilian system for hydrogen dye batteries, in the Winter Olympics, a national event that was frantically brushed by Gu Ailing, showing the superiority of hydrogen dye battery cars, Sima Zhao's heart is well known.
Toyota officials said that in the second half of last year, they have achieved market investment in 100 kilowatts of hydrogen refueling systems for commercial vehicles, striving to exceed 150 kilowatts in 2023, and bringing smaller, safer and more durable, lower-cost systems to the market.
There are 16 guarantee hydrogen refueling stations launched at the Beijing Winter Olympics, which is very good from the situation of this operation.
More importantly, compared with the use of hydrogen fuel in some of the torches of the Tokyo Olympic Games, the Beijing Winter Olympics will replace all the torch fuel with hydrogen energy, and the torch in Zhangjiakou will also use green hydrogen for the first time in the world. It fits perfectly with director Zhang Yimou's idea of replacing the main torch with a small torch.
Whether this may become a top signal for the Chinese market to enter the era of hydrogen energy fuel cells, and gradually support hydrogen dye batteries from the policy to become mainstream.
If this is the case, basically the pattern in the market is about to be torn down and restarted. Except for the two Toyota Hyundai, none of them can play.
And manufacturers who insist on pure electrical products are actually becoming more and more anxious. In particular, the power of pure electricity is a solution with absolute birth defects from the current point of view, but its technical threshold is low.
From the perspective of the new forces of car manufacturing now, the largest pure electric product opening is in Tesla, which is understandable. Intermingling is also currently a major force. New energy strategy is radical such as BYD, and its pure electric products account for half of its sales. After not selling fuel vehicles, the plug-in is still its basic disk. In March this year, BYD's plug-in hybrid models sold 50,600 units, an increase of 857.4% year-on-year.
In January this year, bmw 5 series, Mercedes-Benz E-class, Honda CR-V three joint venture PHEV ranked among the top ten plug-and-mix sales. In February this year, the sales of Passat PHEV reached 3,025 units, a sharp increase of 373% year-on-year, and in the same period, SAIC Volkswagen's sales of three pure electric models totaled only 2,539 units.
From January to February last year, the sales volume of domestic PHEV was only 19.4% of BEV, and the sales of PHEV in January and February this year have reached 27.5% of BEV.
Even the extender that everyone initially scorned gradually got the main character script. Ideal delivered 12,000 units in March. This figure is almost more than the current joint venture brand sells all pure electric products combined.
The comparison is more obvious in Lantu, according to statistics, lantu brand sells 4-5 times more range extender hybrid products every month than pure electric products. Two power models of the same model, which is a very worthy reference to the market sample.
Xiaokang shares also recently disclosed for the first time the production and sales of its high-end intelligent new energy vehicle , Xilis. In March, Xilis produced and sold 3465 and 3160 units, respectively, a significant increase of 1667.86% and 1310.71%; in the first quarter of this year, the cumulative production and sales of Xilis were 6808 units and 5044 units, an increase of 1812.36% and 1186.73% respectively.
Coupled with the questioning boundary of Huawei's halo blessing, the range-extender hybrid has not become an IQ tax in everyone's eyes.
So from the current point of view, pure electricity has not become a truly absolutely environmentally friendly solution. Whether power generation and battery recycling are environmentally friendly is debatable. Pure electricity has not become a benchmark for all-scene use, and cold is a hard wound that is currently insurmountable. The energy storage method of pure electricity is currently the most complained about.
And this wave of battery price increases has really stinged from manufacturers to consumers. Let everyone really understand that the lithium battery under our fanatical pursuit is actually very fragile. China's lithium ore reserves account for only 6%, lithium batteries can not really let China not be affected by the international situation, to achieve self-sufficiency of independent production.
Especially the more pursuit of endurance of pure electrical products, the stronger the dependence on lithium batteries, in this wave of price increases will rise more fiercely.
There's nothing wrong with replacing gasoline with a new, more environmentally friendly way of car functioning, but the more it develops now, the more it feels like the pure electric strategy is more like a blindfolded run. Not only Tesla, but all the brands that currently take pure electricity as the main development path have really not questioned their own pure electric lines?