laitimes

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

At the beginning of this year, it was observed that almost all domestic passenger car companies were benchmarking BYD DM-i's strategy and pushing new products on the development of DHT's special hybrid gearbox + special hybrid engine - the technical route is very important, and the price is also very important! So this time Geely followed up, Emgrand L Thor Hi · X Super Hybrid Edition launched three configurations, the price range is 12.98-14.58 million yuan. That is to say, the current plug-in hybrid models are no longer around the green card (limited city), but began to do a long-term strategy, and also take into account the continuation of new energy subsidies and purchase tax policies, to reserve HEV + PHEV synchronous strategy.

Note: Recently I wanted to sell my green PHEV, I don't know if anyone has taken over, this point in time may be the last window.

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

Figure 1 Geely begins to "limit operation" on THE PHEV pricing strategy

In the context of high oil prices, new energy vehicles began to be "collectively patronized" by consumers is still very sufficient, from the perspective of long-term strategy of enterprises, whether the new energy subsidy decline and the purchase tax exemption policy in 2022 is continued, it is necessary to push the original fuel vehicle companies forward to find a way, which actually includes several independent fuel vehicle owners (Geely, Changan, Great Wall and SAIC-GM-Wuling), and several second-tier enterprises (Chery, GAC and SAIC Passenger Cars). We should see that such a strategy is copied in bulk.

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

Figure 2 Geely's HEV and PHEV parallel strategies

Part 1: Geely's super hybrid configuration

In the hybrid piece, BYD opened a head, in fact, it is relatively easy for everyone to copy the operation, Geely this time is also around the hybrid special engine and DHT Pro special hybrid gearbox to do, just like BYD can quickly batch to promote, in the past tried P2.5 hybrid system Geely PHEV 1.0 strategy iteration to PHEV 2.0 strategy, in fact, is not complicated.

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

Figure 3 Differences between Geely's two generations of hybrid systems

At last year's Guangzhou Motor Show, Geely's problem was: the first to push the hybrid system (HEV), the result of the HEV no one to see (low attention), in the current environment, for the Star More L Thor Hi · X oil-electric hybrid version of such a product, consumers are still difficult to understand "a self-owned brand can exceed the Japanese hybrid", so from now on the logic is to promote PHEV super hybrid - there is BYD in front of the "customer education", follow-up is also easy to accept.

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column
From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

Figure 4 Geely's new generation hybrid architecture

DhT Pro this system is somewhat similar to the P1P2 hybrid system promoted by modern Kia before, consisting of a generator set, drive motor, dual inverter power supply, control module, 3-speed large planetary row transmission composed of hybrid electric drive bridge gearbox (120kg, radial length of 354mm)

Remarks: Before volvo planned P1P4 can not do up, P2 system is not very good, P2.5 single motor has also been tried, so this time P1P2 can not work, there are modern interviews before, the problem is not big.

Table 1 Hybrid system architecture comparison

The DHT Pro 3 gearbox can complete the three major working modes of pure electric EV, series and parallel connection.

Pure electric mode operates from a drive motor (P2) with a maximum power of 100 kW and a maximum torque of 320 N·m, which is rated at power and torque for running and low speed propeller vehicles.

When running and low-speed gearing, it will also convert itself to a series mode, with the engine pushing the power generation motor (P1) charging the battery, the rechargeable battery pushing the driving motor (P2), and the driving motor (P2) adjusting the load for the engine, and at lower loads, the main goal is to suppress the vibration of the engine.

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

Figure 5 Hybrid architecture of the P1P2

Part 2: The problem of the price system of PHEV

In the current context of "battery costs are rising, oil prices are rising", what kind of products to provide Chinese consumers is really important. For example, in the past April, the difficulties are not only problematic on the supply side, but also on the demand side. In the two market segments of 8-100,000 and 10-150,000, it is the efficient market of fuel vehicles, which accounts for more than 40%, plus 20% of the 150,000-200,000, which is the largest 60% of The market in China, in the high oil price environment, a considerable number of customers choose to postpone the purchase (there are doubts about the daily use cost).

From Geely PHEV to China's plug-in mixed market: "copying homework" is a skill and a general trend| President Zhu's column

Table 2 Retail price segments of China's auto market in December 2021

I think this year's wave of independent brands began to promote 10-15 million PHEV, under the premise of exemption from purchase tax, you can play a certain cost-effective, the original cover of 5-8 million and 8-10 million models pushed up, if a big trend is formed, which is the next stage of the Chinese market Powertrain evolution trend is the most important change. If it can be formed, these car companies may no longer need to push what A00-level pure electricity these money-losing transactions.

brief summary:

From the current market ratio of BEV and PHEV 8:2 relationship, may evolve to the next step to 6:4, the most important change is A00 pure electricity in the higher and higher cost of getting off the car companies do not push, and the previous 10-15 million and 15-20 million pure electric models, in the case of a sharp rise in battery costs to leave a lot of room for low-cost PHEV, this trend is determined, we continue to observe.

Figure | network and related screenshots

About author:Zhu Yulong, senior electric vehicle three-electric system and automotive electronics engineer, author of "Automotive Electronics Hardware Design".

Write a message

2030 Mobility Research Laboratory

The first in China to consist entirely of PhDs

In-depth research organization for new mobility in automobiles

·

Zhihu private message ID: Fish is not fish

Read on