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2022 pattern and trend: the global wave of electrification, can domestic car companies achieve new expectations?

The pure electric "dreamers" in China who got up early in the morning but rushed to a late set.

Xiaobian summarized the strange phenomena about pure electric cars, looking at the rapid rise of the global pure electric layout, it is obvious that some domestic car companies can not stand the posture!

One of the strange phenomena: car companies invest in online car platforms, brush sales from entertainment, play the policy of wiping the edge ball, left pocket and right pocket into the wind!

The rise of online ride-hailing has become the key to the release of sales of most new energy vehicles in China.

According to the statistics of the national online ride-hailing regulatory information exchange platform, as of February 28, 2022, a total of 263 online ride-hailing platform companies across the country have obtained business licenses, an increase of 41 over the same period in 2021, an increase of 22 over July 2021, a total of 263, and 4.053 million online ride-hailing driver's licenses in February this year. Among them, there are also online car platforms where the main engine factory personally goes down.

2022 pattern and trend: the global wave of electrification, can domestic car companies achieve new expectations?

Cao Cao Travel - Cao Cao Travel is a strategic investment business of Geely Holding Group to lay out the "new energy vehicle sharing ecology".

T3 Travel - T3 Travel is a smart travel ecological platform built by Nanjing Lingxing Technology Co., Ltd., initiated by China FAW Group Co., Ltd., Dongfeng Motor Group Co., Ltd., Chongqing Changan Automobile Co., Ltd., and jointly invested and built by Tencent and Alibaba.

In fact, I also need to mention THIS POINT TOD, BYD and Didi custom online car looks more advanced. Reasonable avoidance of the suspicion of stealing traffic, but in any case it is also an advanced step.

The second strange phenomenon: taking advantage of the investment promotion policy, the investment scale of various places to build factories in exchange for resources and policy support in exchange for local market share and sales.

The pattern of China's pure electricity industry is more based on the plate strategy of axis cities such as Beijing, Shanghai, Guangzhou, and Shenzhen, relying more on geo-economy to support the development of the industry, especially the scale of pure electrification of online car/administrative car/, supporting the development of the local automobile industry is still the main support for the development of domestic pure electric models. Of course, there are also benefits from the purchase of pure electric cars to avoid purchase tax, so the tax deduction for enterprises to buy electric vehicles can be said to be a great benefit. It also makes most car purchase "yuan" motives not pure?

2022 pattern and trend: the global wave of electrification, can domestic car companies achieve new expectations?

Taking BYD as an example, in 2012, BYD and Tianjin Bus Group signed the "Agreement on the Joint Venture to Establish Tianjin BYD Automobile Co., Ltd.", in which both parties each accounted for 50% of the equity. The successful landing of the Tianjin branch project also means that BYD has opened the "investment for order" development model.

After Tianjin, BYD Nanjing, Dalian, Qingdao, Wuhan, Chengde, Shanwei, Taiyuan and other branches have been established. From North China, Central China, East China, South China... BYD's bus assembly plants were soon spread around

According to the "Finance and Economics National Weekly" reporter learned that many bus companies in the form of "horse racing" in the form of "horse racing" to build factories in various places, in the country to build factories covering more than a dozen, and repeated construction, the industry planning capacity is 500,000 to 600,000, to Jiangxi Province as an example, according to incomplete statistics, in the past four years, Jiangxi Province has introduced at least 18 new energy vehicle projects, involving a total investment of about 130 billion yuan, planning production capacity of more than 2.2 million vehicles.

However, according to the phased production and sales targets for new energy vehicles formulated by the Ministry of Industry and Information Technology, as of 2020, China's new energy vehicle demand output is only "striving to achieve production and sales of about 2 million vehicles". The capacity planning of a province has exceeded the market demand of the entire country.

Strange phenomenon three: low-priced pure electricity occupies the C position, high-priced "Wei Xiaoli" relies on wild brushing "business circles" for sales, very rational marketing, it is difficult to achieve success. I thought that our opponent was only Tesla, is this really the case, when your opponent begins to focus on pure electricity, you will find that you have become a lonely boat, who can still fight pure electricity in China?

From January to November 2021, the sales of pure electric vehicles of automobile companies have increased, with SAIC-GM-Wuling selling up to 373,600 units, Tesla and BYD ranking second and third, and pure electric vehicle sales of 251,800 units and 246,100 units respectively. Great Wall Motor and GAC Aean pure electric vehicles sold more than 100,000 vehicles. Compared with the previous year, the sales of Changan Automobile, Xiaopeng Automobile, SAIC Passenger Cars and SAIC-GM-Wuling Pure Electric Vehicles increased by more than 200%.

The Oriental Plaza store in Beijing is said to have an annual rent of 70-80 million yuan, while Weilai rented for 6 years, so that it almost dragged down Weilai. Xiaopeng Automobile is located in the flagship experience center of nearly 500 square meters in Sanlitun, Beijing, with an annual rent of about 10 million yuan. As the world's leading new energy brand, Tesla will give preferential rents in many shopping malls, but the cost is not low. According to statistics, tesla's monthly rent of the experience center in Shanghai Henyep Taikoo Hui is also as high as 930,000 yuan.

2022 pattern and trend: the global wave of electrification, can domestic car companies achieve new expectations?

Wuling Hongguang MINI as the representative of the low-end electric vehicle popularity has indeed caused a lot of controversy, instead of the old scooter has become a very good statement, when you think of Tesla than Wuling Hongguang MINI nearly five times higher price, this crown is inevitably some embarrassment, the most embarrassing is more Wuling Hongguang MINI or a joint venture background enterprise. If the universal diagram is the double integral brought by Wuling, then what is the harvest for SAIC, is it a wide application from high-tech research and development to development? However, when pure electricity began to focus on the low end, the car companies represented by Volkswagen have already opened the layout of the pure electricity industry, and the data shows that in 2021, the Volkswagen brand delivered 369,000 new energy vehicles worldwide, an increase of 73% year-on-year, of which the sales of pure electric models reached 263,000 units, almost doubling sales compared with 2020.

At the annual financial report meeting held on March 16, the BMW Group announced that the electrification process will be accelerated again: in 2022, the mass production and trial production of pure electric vehicle models will reach 15; the "new generation" model based on the new structure will begin trial production in 2024 and be unveiled in 2025; by the end of 2025, the BMW Group plans to deliver a total of 2 million pure electric vehicles.

Ford officially released a message on its official website, officially disclosed the electric vehicle plan in the European market, the plan shows that by 2024, seven pure electric models will be launched in the European market, and cross-border models will be developed based on the Volkswagen MEB platform. It is reported that the mid-size crossover in the plan will be launched this year and will be available in 2023.

Strange phenomenon four: I thought that our opponent was only Tesla, is this really the case, when your opponent begins to focus on pure electricity, you will find that you have become a lonely boat, who can still fight pure electricity in China?

At the recent annual financial report meeting held on March 16, the BMW Group announced that the electrification process will be accelerated again: in 2022, the mass production and trial production of pure electric vehicle models will reach 15; the "new generation" model based on the new structure will begin trial production in 2024 and be unveiled in 2025; by the end of 2025, the BMW Group plans to deliver a total of 2 million pure electric vehicles.

2022 pattern and trend: the global wave of electrification, can domestic car companies achieve new expectations?

A few days ago, Ford officially released a message on its official website, officially disclosed the electric vehicle plan in the European market, the plan shows that by 2024, seven pure electric models will be launched in the European market, and cross-border models will be developed based on the Volkswagen MEB platform. It is reported that the mid-size crossover in the plan will be launched this year and will be available in 2023.

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