The answer to this question has become clear by now, and among the domestic automobile brands, the most dynamic and at the same time the most competitive is precisely these three private enterprises. They are all domestic first-line brands, and generally have obvious advantages over joint venture cars at the same price. Together with Chery and Chang'an, we can basically form our domestic tiantuan. However, if you say that the first domestic brand, perhaps there is no one, two or three now, but after three years, it must be a super and a strong pattern!
First, Geely: technology serves the market
Saying that Geely can market, no one will object to this, right? There is no variation here, and our domestic car just lacks this kind of marketing master. Geely car itself is doing a good job, very competitive, plus will market, so the sales are long red, which is worth affirming and learning.
Geely's brand's idea is to cater to consumers, or to be market-oriented. Consumers like cars, I build them. Consumers like large space, then we try to pull the wheelbase as much as possible, consumers like high configuration, then we are useful and useless to pile up. Market-oriented, everything for sales services, this is true, but this also determines that Geely's research and development is for profitable services, it will not be endless, aimless investment.
However, market-oriented, there are bound to be some problems. I will build whatever car consumers like - but consumers themselves do not understand cars! Like large space, widen the wheelbase, it is necessary to sacrifice the control, increase the turning radius, increase fuel consumption. Consumers are not professional, and what they think is good is not necessarily really good.
In addition, such a line of thinking will also limit the enthusiasm for research and development, just like exam education, what I learn when I take the exam, and I don't learn if I don't take the exam. In fact, we have experienced that some knowledge outside the textbook really benefits us for life.
All domestic car companies are the same, initially rely on buying engines, relying on reverse research and development, and relying on cottages to live. This is true of BYD, Geely and the Great Wall. After everyone found the first bucket of gold, BYD gradually drifted away on the road of polytechnic straight men, and Geely chose to buy Volvo.
The acquired technology is also technology, but, to be honest, Volvo has no technology, it just has some achievements in safety, and the engine technology is still the foundation for Ford. The gearbox was bought by Aisin, Geely acquired Volvo, and more revenue was still in the brand and management. Li Shufu did not directly apply Volvo's things, but chose to let the two senior management and technical personnel exchange and learn, Geely's management used to learn how to manage, Volvo also changed some management and technical personnel to take this side, both sides learn from each other's strengths, and have gains.
From the most recent, Geely's Thunder God Intelligence Engine conference, it can be seen that Geely's heritage, technical strength is still there, not just rely on Volvo, the highest 43.32% thermal efficiency engine, has been the most mass production car, Thor Hi · X hybrid, three-speed DHT structure, the same is the ceiling of the current hybrid system (DM-i will talk about BYD later). Including methanol cars - methanol, ethanol and gasoline compared, it is true that the calorific value is relatively low, as a fuel will make the car "boring", but combined with hybrid, extended range, the use of motor power can be a good way to avoid this. Methanol combustion only generates carbon dioxide and water (insufficient combustion can generate carbon monoxide, but technically can be solved, especially with hybrid, fixed power output, air-fuel ratio is relatively fixed) Although carbon dioxide is also emitted, compared with the current car exhaust, environmental protection is unknown how many times! Key methanol can be synthesized and is a renewable resource.
Geely may replace Toyota in the future, but it should not become the first brand of domestic cars, and Geely's judgment on the direction of the automotive industry is inaccurate. At the press conference of Raytheon Power, Geely said that it would achieve a total sales volume of 3.65 million vehicles in 2025, of which new energy accounted for 30%, reaching 900,000 vehicles. This year is 2022, AND HAS ANNOUNCED THAT IT HAS STOPPED THE PRODUCTION OF FUEL VEHICLES! And just this past March, the new energy monthly sales of 100,000 vehicles! Not surprisingly, BYD will be able to sell more than 1.2 million new energy vehicles in 2022, and Geely has set a goal of 2025... Now, BYD is expanding its production capacity, if its production capacity is enough, can Geely really rely on fuel vehicles and BYD's new energy to compete? Can fuel vehicle sales reach their planned 2.75 million in 2025? From this point of view, I am not optimistic that Geely can become the boss of domestic brands.
Second, the Great Wall: comprehensive technology
The Great Wall is perhaps the most technologically comprehensive car company in the current domestic car. It's not as specialized in a particular field as BYD is, but it's very balanced in every way. Speaking of engines, the Great Wall has 4C20B of Otto cycle, 2.0T maximum power of 165Kw, maximum torque of 385N·m, loaded on the Haval F7X, can achieve zero hundred and 6.6 seconds of 100 km acceleration performance, more than 100,000 domestic SUVs, can reach more than 300,000 joint venture level. The Miller cycle has a 4N20 with a thermal efficiency of 38.2%, which is a good balance between power and fuel economy.
1.5T has 4B15 series, relying on high-pressure direct injection, low inertia booster plus CVVL technology, the power curve is very beautiful, the maximum power is 124Kw, the maximum torque is 285N·m, and it has been a performance benchmark of domestic 1.5T for a long time. The high-power 4B15C has 184Ps horsepower. In addition, a 3.0T V6 gasoline engine has been developed, which has been mounted on the tank 500, and the heat is very high. Including the green static diesel engine, it solves the problem of high noise of the diesel engine, and it is also very advanced now.
In the field of gearbox, Great Wall's seven-speed wet dual-clutch models are 280, 380, 450, and the maximum torque that digital transmissions can withstand. The tuning is very good, the smoothness is almost comparable to AT, and the quality has withstood the test of the market, and the stability is far beyond the public. In addition, Great Wall has also developed the world's first 9DCT gearbox, the first longitudinal 9AT gearbox in China, with a maximum load capacity of up to 600N·m.
In the field of hybridization, the Great Wall Lemon DHT, two-gear structure, can do no sense of switching, technically not weaker than BYD DM-i, its hive easy to create, hive energy, but also motors, batteries R & D and production capacity. Even, the hive has also laid out hydrogen energy, a hydrogen fuel engine released last year, with a thermal efficiency of up to 42%. 95Kw fuel cell engine system with maximum thermal efficiency60%
The Great Wall can be said to be eighteen martial arts, proficient in everything, with a very deep technical background. But it also has its own problems.
First of all, is the appearance of plagiarism, lightning cat plagiarism Porsche, ballet cat plagiarism Beetle, tank 800, dubbed Baoding Cullinan, concept car "dream" how to see how a little Chrysler PT wanderer shadow. At the beginning of the establishment of the enterprise, we whether it is reverse research and development or borrowing mature design language, I think it is forgivable. But, the Great Wall — your name is the Great Wall! Are you going to pay tribute to others? This undoubtedly reduces its own brand tone.
The second is integrity, Euler good cat chip door incident, let people lose good feelings for this brand. This is a complete act of self-destruction of the Great Wall! Let's sigh. I have recommended Euler good cat more than once before, it is true that the cost performance is not high, but the domestic brand gives you such a precise positioning, the product is undoubtedly successful. But now – you can buy it, but I won't recommend it again.
The Great Wall, which has a deep technical background, will undoubtedly have a bright future. However, it is still impossible to become the boss of domestic brands. I previously judged that domestic brands will develop into a super strong in the future, and the Great Wall is estimated to be the strongest among many strong. At present, at a time when the automotive industry is facing historic changes, the transformation of the Great Wall is still half a beat slower. At the end of the day, it was too comfortable before, and the fuel SUV sold too well! Ship disaster U-turn, in the BYD DM-i turned out soon, the Great Wall came up with DHT to deal with, but, lost the first hand, market feedback is not ideal.
In the conference call inside the Great Wall, it was revealed that the Great Wall could not fight a price war with BYD in the field of hybridization, and even the terminal sales price of DM-I was lower than the cost of the Great Wall. And this gap, with the increase in DM-i sales, the cost is further diluted, the gap will widen. Moreover, once this brand effect is formed, it is difficult to catch up.
If you draw an analogy, it feels like the Great Wall is very much like a Ford, starting with pickup trucks and giving people the impression of a hardcore. The Great Wall's advantages in the field of SUVs still exist, and pickup trucks also have a high market share. Including the tank series independent of the WEY brand, it has always been in short supply. Euler's good hand is a rare play, WEY's brand upward road is not successful overall, although the tank series has a good market response, but this high-end hardcore off-road is a niche model after all, can not afford to carry such a large volume of the Great Wall.
These all determine that the Great Wall will not become the first domestic brand, but the Great Wall also has an opportunity, that is, in the field of cars, at present, the Great Wall in the field of cars, MPV has been blank, can be regarded as a kind of "lead without hair" bar.
THIRD, BYD: Technology is king, and what is more terrible than technology is vision
The four words of technology as king have been deeply rooted in BYD's heart. In the exhibition hall of the hexagonal building of BYD's headquarters in Shenzhen, there is a patent wall, full of a wall of patents, and the center of this wall is the eight characters of "technology is king, innovation is the foundation". There is a saying within BYD called "technology fish pond", which is obviously different from Geely's market-oriented research and development method. Geely is what kind of car consumers want, what technology I need to complete this car, I have targeted to learn, to develop. And BYD is a huge R & D team, whether useful or not, as long as it is valuable, then put into the "technical fish pond" to raise, it is likely to be fished out, it is a big shark.
Some people tout the Korean system, saying that Hyundai can be self-sufficient in all auto parts from the engine to the gearbox. In fact, Hyundai does not have its own ESP system, the self-production rate is only about 70%, Toyota should be able to be completely self-sufficient, but limited to fuel vehicles and hybrids, really can not rely on the outside world at all, all parts of the car, including the three electric systems have the ability to produce their own, the world's only one: BYD.
In fact, this does not mean that BYD, Toyota, Hyundai's technology is strong, but it is afraid. South Korea and Japan are small countries after all, and they are afraid of blockade, so they have to hold everything in their hands to be at ease. And BYD is out of helplessness, it has to play new energy at the beginning, when the supply chain system is not mature at all, can only do it itself, match itself. Do it, and the whole meeting will be complete. In the comprehensive volume of the college entrance examination last year, there was a "A-company", and the only car company in the world that mastered the core technology of sandian was BYD.
Last year, the chip famine, everyone panicked, why did BYD not panic? People have laid out BYD Electronics as early as several years ago, most of the chips on the car can be self-produced, and IGBT chips have developed to the fourth generation. Last month, due to the impact of the epidemic, chip shortages, Bosch (the world's largest auto parts supplier) production capacity can not keep up, ESP system announced that the supply of partners cut off, the only guarantee of supply of only three car companies: GM, Toyota and BYD! Why these three? Because they all have their own ESP technology reserves, you do not supply, they will produce their own, once BYD's production line is opened, it can just fill the gap in your out-of-stock market, and maybe it will raise a competitor.
Here's an explanation of why BYD can produce ESP and buy Bosch itself – this is equivalent to the original question of last year's college entrance examination. In the earliest days, when BYD did not have its own ESP, Bosch asked for a price. When BYD comes up with it itself, Bosch's offer is even lower than your cost. Why did we play "vertical integration" before, but now we also have to engage in the open supply chain model? This is actually very easy to understand, you are a car company, to do tires, to do glass, and people Michelin, do not do anything, specializing in tires, Fuyao glass specialized in car glass, who can do more professional, lower cost? This is actually a problem of the refinement of the social division of labor, the more refined, the lower the cost, the higher the efficiency. Why are car companies called auto OEMs? Why can new forces build cars with money? Because our supply chain system is the most complete in the world.
Is BYD's technology the best? Also in different fields, the comprehensive strength of the three-electric system is the first, such as e-platform 3.0, which is absolutely the most advanced at present. Even, a lot of areas we don't know, it didn't come out, is squeezing toothpaste. The engine is the top level, the 43% thermal efficiency of the Snap Cloud 1.5L is the highest, and the 1.5T has more than 40% thermal efficiency, which is also good. And Xiaoyun has not yet out of 2.0T, BYD487ZQD has no news, from the previously exposed data, there is no 2.0T GDI beyond the GAC Moment Wave power.
Transmission, wet double-detach merger is not a lead, just mid-to-upper level. Stability, shift logic are not bad, BYD's research and development in this regard is not the end, because dm-i's idea is to use the motor to kill the gearbox.
The DM-i hybrid system relies on a more advanced three-electric system. And Chery Kunpeng and Geely Thor's 3-stop DHT, and great wall lemon's 2-stop DHT, from a technical point of view, is not advanced. On the road with a speed limit of 120Km, the disadvantage is not obvious, and if the high-speed speed limit is 150Km per hour, then the shortcomings of DM-i are magnified. DM-i is selling well, not because it is more advanced, but because it is the earliest, the three-electric system is the most reliable, and the lowest cost. Now that sales have risen and scale benefits are superimposed, it is difficult for other brands to catch up with the hybrid.
BYD's technology is very strong, to what extent? So strong that you don't know how strong it is, because now what you see may be just the tip of the iceberg, and its technical fish pond does not know what else to fish out. Even, BYD has begun to squeeze toothpaste, competitors do not give strength, so that now BYD can safely expand production and enjoy the previous technology dividends. For example, the Great Wall Mocha DHT PHEV made a 200Km pure electric endurance plug-in mix, BYD immediately followed up, Han DM-p, DM-i also on. The latest stuff may not have been brought out, and this generation of technology is enough for now.
BYD has become the first domestic brand, in fact, it is already obvious, the sales data of the past six months has grown steadily, and now it has exceeded the sum of Guangben and Dongben, and the average price of bicycles is even higher than that of Volkswagen. In March, the monthly sales were 100,000+, and if there is no accident this year, the next month should be more than 100,000+. It may not be possible to top the brand sales list in April. And this is at home, abroad, BYD's popularity in the domestic brand is already the first. In terms of market capitalization, it is second only to Toyota and Volkswagen Tesla, ranking fourth in the world.
And bydir's best thing is actually not technology, but vision. When everyone was competing with the engine, BYD had been thinking about playing with electricity from the first day of building the car. BYD is a subversive of the traditional automotive industry, a leader in new energy, and can even be said to have single-handedly changed the process of the automobile industry and changed the market pattern. This is not alarmist, think about ten years ago, how many new energy vehicle brands were on the market? And now, not to mention that new forces have sprung up, which traditional car company that is serious about building cars does not have new energy models and brands? Who caused this situation today?
Some people will say Tesla, Tesla is indeed indispensable, in the social environment like the United States, under the banner of environmental protection, perfectly caters to the high-end people,Thus setting off a new energy boom. However, Tesla's Model S only came out in 2012, while BYD's F3DM had it in 2008. Moreover, Tesla transmission technology comes from AC Propulsion, the battery is purchased from Panasonic's 18650 battery, and the motor is purchased from Taiwan's Tomita Motor. Tesla's development is based on the entire industrial chain, and BYD, as mentioned earlier, does it itself when the industrial chain is not perfect.
In traditional fuel vehicles and new energy, BYD bets on new energy, and in lithium iron phosphate and lithium ternary, BYD bets on iron batteries. Almost every outlet, every choice, BYD has gambled correctly. It is also this vision that determines that it must be the first domestic brand, and even, in the world, the field of new energy is also the only two existences.
summary:
I am a car owner of BYD and a fan of BYD, but now, I hope that consumers can buy hybrid models of Geely, Chery and Great Wall under the same conditions. Speaking of the first domestic brand, in fact, it is not a good thing to be dominant, and now, BYD's advantage accumulation has reached an unstoppable degree.
I hope that BYD, as a national enterprise, will get better and better, but I do not want byBYD alone to get better and better.