Before 2021, the plug-in model has always been a non-compromise niche model in the automobile market, and from 2016 to 2020, the overall sales volume of the plug-and-mix market has been hovering around 100,000-200,000 vehicles, not to mention that compared with fuel vehicles, even compared with the sales of pure electric models, it is also pitiful. However, in 2021, the storm has suddenly changed, and in 2021, the market sales of domestic plug-in and mixed models have reached more than 500,000 vehicles. In 2022, the sales of plug-in hybrid models are expected to exceed 1 million.
In fact, after the rise of domestic hybrid models, many people always ask a question, that is, why the rise of hybrid models has allowed domestic cars to seize, why are joint venture car brands, obviously more technically strong, but have not seized this wave of opportunities? I'll give you an example and you know, one is the richest man in the village, the other is an ordinary family, when an opportunity to get rich comes, and this opportunity comes with risks, which may affect their other aspects of the income, who will be more eager to seize it? The answer is already obvious.
In fact, there were not no joint venture hybrid models on the market before, mainly represented by German and Japanese, but their hybrid models also had problems. The German plug-in hybrid model has wider adaptability, stronger power, and can drive purely electrically, but the acceleration feeling and energy consumption performance of the feed are poor. German plug-in hybrids are actually fooled by emission policies, their focus is on diesel engines, and they hope to directly transform into pure electricity. The Japanese oil-electric hybrid system has low fuel consumption and excellent driving experience, but it cannot be driven by pure electricity and cannot be green carded. Although it was also forced by the domestic new energy policy to launch a plug-in version, but the price was outrageous, their view at the time was that oil-electric hybrid was economic and environmentally friendly, and then directly transitioned to hydrogen energy. As a result, the two sides invariably did not invest heavily in plug-in hybrid models, which are used as a supplement to traditional fuel vehicles.
However, the rise of domestic hybrids has broken this competitive pattern, and independent car brands have been limited by low-end positioning, hoping to achieve an upward breakthrough of the brand. Why can the joint venture car sell at a high price, and the domestic car can only fight for cost performance? Hybrid models are a once-in-a-lifetime opportunity, Chinese car companies in the development of plug-in hybrid technology, should adopt a "low-cost high-end" strategy, on the one hand to control costs, on the other hand not to take a simple high-end strategy. The hybrid system has become the key for domestic cars to catch up with the joint venture car, and they have put it on a higher strategic significance.
Before the domestic car, compared with the joint venture car, where did it lose? Not the size, configuration, intelligence, cost performance, but fuel economy, driving texture. The emergence of the hybrid system just solves these two problems, motor drive, no gearbox, so that the domestic car in the gearbox stubborn disease is solved, but also can make the engine as high as possible in the high thermal efficiency range, the domestic car fuel consumption of high hat has also been taken off, so the independent car brand is like finding a life-saving straw, in the hybrid model crazy investment.
Facts have proved that the bet on hybrid technology is right, hybrid models, will be as an important model in the transition period of the fuel vehicle era and the pure electric era, play a role in carrying on the upper and lower levels, before the battery technology in the revolutionary change, hybrid will coexist with the pure electric route for a long time. The advantages of domestic cars in terms of cost began to stand out, and independent car brands can pull hybrid models down to the price level of joint venture fuel vehicles, but they have won over their competitors in terms of fuel economy, driving texture, configuration, etc., which makes the joint venture car how to play?
In the next decade, more and more traditional fuel vehicles will be replaced by HEVs and PHEV, which is inevitable, and in the next few years, the most likely trend will be that mini cars use pure electric drives as urban transportation. Models above this level, hybrid and pure electricity each account for about half, pure fuel vehicle market space has been sharply compressed. For joint venture brands, it is necessary to transform and hybridize, but in terms of cost performance, it cannot compete with independent brands, and finally can only watch the market share being continuously eroded.