On the banks of the Huangpu River in Shanghai, there is lightning and thunder outside, and the roar of the engine seems to be disappearing into the mighty tide of history
Wen 丨 Zhijia Network Lao Jia, Lao Huang and Lao Zhang
Editor|A fat man who stayed by the Huangpu River for a while
At the 2023 Shanghai Auto Show, it was expected that a mortal showdown between fuel vehicles and electric vehicles, or at least a bleak elegy remained
It seems that he has thought too much.
Although German officials have just argued that the EU's 2035 regulations banning internal combustion engines finally leave a glimmer of life for synthetic fuel internal combustion engines, Germany's three major auto giants have completely abandoned internal combustion engines in advance at the Shanghai Auto Show
Determined without a trace of nostalgia.
Last night's Volkswagen ID. Night, Mercedes-Benz Brand Night and BMW's BMW Future Night, the three German brands abandoned fuel vehicles at the same time, and at their largest event in China in three years, there was no trace of oil smell and completely zero emissions.
Hybrid models also did not take their place
01.
The Volkswagen ID. series began to complete the sedan category
This time, the Volkswagen Night, which has been held for many years, was renamed "Volkswagen ID. Night", and directly abandoned the fuel vehicle in naming.
Models that debuted that night included the ID. 3, ID.4 X, ID.6 X, ID. 4 Crozz, ID. 6 Crozz, ID. BUZZ, and the debut ID.5 GTX.
This is the first time that the ID. family has gathered on the banks of the Huangpu River, and the highly watched ID.7 has made its world premiere and the ID. NEXT concept car debuted.
ID. MODELS CURRENTLY SOLD IN CHINA INCLUDE ID. 3, ID. 4 CROZZ, ID. 4 X, ID. 6 CROZZ and ID. 6 X。
Among them, two ID. The 6 model is specially designed for Chinese users, with extremely spacious driving space, fully meeting the travel needs of Chinese consumers.
In addition, Meng Xia, CEO of Volkswagen Passenger Car Brand China, mentioned the ID. BUZZ also specifically said that it is very keen to add the ID . BUZZ is introduced in China.
However, the biggest stars of the night were undoubtedly the Volkswagen world premiere ID.7 Vizzion, and the ID family's next concept car ID. NEXT。
The ID.7 Vizzion, a ID.Aero production car, is also Volkswagen's world's first pure electric flagship sedan, which will be officially launched in the second half of this year.
Prior to this, the models of the ID family were dominated by SUVs, and with the ID. 7 The official debut of Vizzion, the ID series began to complete the sedan category, which also means that the product line of ID began to gradually improve.
02.
Mercedes-Benz: The big G you dream of will be an electric car from now on
Mercedes-Benz exhibited one of the models made its world premiere, one was the first in China, and two domestically produced electric vehicles
The world premiere of the all-new Mercedes-Maybach EQS all-electric SUV;
The first all-electric EQG concept car of the G-class off-road vehicle made its China debut;
Mercedes-EQ brand's first domestic SUV based on EVA pure electric platform, the new EQE pure electric SUV debuted in China;
The second mass-produced high-performance all-electric model, the all-new Mercedes-AMG all-electric EQE 53 4MATIC+, was unveiled.
At this point, EQ, Maybach, AMG and even the classic hardcore off-road vehicle Big G have achieved full electrification, and Mercedes-Benz has officially become a full-category electrification brand.
At present, the Mercedes-Benz brand has 7 pure electric models and 4 plug-in hybrid models on sale in the Chinese market, which is already a leading position among foreign luxury brands. In particular, the number of pure electric models is higher than that of competitors such as BMW, Audi, and Lexus.
The unveiling of Maybach and EQG concept cars means that Mercedes-Benz's electrification process has expanded to ultra-luxury and hardcore off-road, and its market width has been expanded.
The Maybach EQS pure electric SUV is the first mass-produced pure electric model of the Mercedes-Maybach brand.
03.
BMW will launch 11 pure electric models this year
BMW did not show a new electric model this time, it showed two concept models displayed at CES at the beginning of the year, as well as an electric 7 series performance version of the BMW i7 M70L, which is known as the most powerful pure electric model in the BMW Group's history, and is the first time BMW has placed a pure electric M performance car in the brand's flagship model series.
It adopts the fifth-generation BMW eDrive electric drive system, equipped with electric motors at the front and rear axles of the vehicle, with a combined maximum output of 485 kW (660 hp), peak torque of up to 1100 Nm, acceleration time of 3.7 seconds per 100 km, and a pure electric range of more than 600 km.
However, BMW Group Greater China CEO Gao Le said that China will present 11 pure electric models in the Chinese market this year, including the BMW i7 M70L.
Of course, its latest electric SUV, the BMW X1, will be released on the opening day of the car today
Its more talked-about new-generation models will have to wait until 2025
However, the BMW Group is very confident in its own electric vehicle sales, and BMW Group Chairman Zipzer estimates that pure electric vehicles will account for 15% of the group's global sales this year
04.
Germany's three major car companies have bluntly expressed their determination to call China their home
The fact that Germany's three major automotive groups show electric cars so bordering on paranoia is not irrational
In fact, an undisputed reality is that while giants such as Volkswagen Group, Mercedes-Benz, and BMW hit new highs last year, fuel vehicles are definitely supporting their performance.
In particular, the Volkswagen ID. series has been selling cars at a loss in the Chinese market, which has never appeared in Volkswagen's previous sales strategy.
But it is not surprising that yesterday the three giants of the German automotive industry actually reached a consensus, in the words of BMW Group Chairman Zipzer: "We know that today's movements in China will lead the direction of tomorrow's world." ”
The word "volume" has been learned how to pronounce it by car executives around the world.
Not long ago, Lamber Cars' chief commercial officer and deputy CEO Amboyan said he knew three Chinese words: Volvo, China, and Roll.
There's no denying that what Zipzer said, especially to Chinese consumers in his largest market, has an element of flattery, but it's also true when it comes to trends in today's Chinese auto market.
Wei Bofan, Director and Head of R&D of BMW Group, introduced BMW's next-generation operating system, saying: "If you can be excellent in China, you can shine in the world. ”
He cites a set of data: "The 8th generation (BMW) operating system has about 30% of China-specific functions, while the 9th generation (BMW) operating system has more than 70% of China-specific functions." ”
The consumption of Chinese consumers is showing advanced characteristics, and it is ahead of most markets in the world in adapting to new technologies and new applications.
This is in fact a major advantage of the Chinese market, but also the most unique side, which has an irresistible allure for the world industry, that is, the world's new technology testing ground and dream verification ground.
I think this is also the reason why all the top executives of the three major automobile giants came to China at the Shanghai Auto Show
Mercedes-Benz Chairman Kang Linsong, Member of the Board of Directors in charge of Greater China Tang Shikai, current President and CEO of Beijing Benz Sales and Service Co., Ltd. Yang Ming, and Duan Jianjun, who will take over as President and CEO of Beijing Benz Sales and Service Co., Ltd. in May, gathered at the launch of the brand night.
Oliver Bloom, the new CEO of the German Volkswagen Group, and a group of senior executives, a total of 200 people came to China.
The BMW Group is the chairman Zipzer, director Wei Bofan, CEO Gao Le of Greater China, and so on.
Last night, the three major German car companies all frankly expressed their determination to take China as their home and "in China, for China".
Among them, BMW Group Greater China CEO Gao Le made a short speech with a slightly blunt pure Chinese, which was particularly impressive, and we looked back at the scene and saw a German with a Chinese pinyin teleprompter board marked with intonation.
Gao Le said: "Home in China is not on the lips, but in the heart. ”
The so-called home in China, the most direct way to enhance trust is to increase research and development in China.
BMW has built a new iFactory in China, Volkswagen has set up Cariadl Software in China, and is increasing recruitment and investment in China, and CARIAD's announcement of a joint venture with Horizon has become a landmark event.
It is reported that Mercedes-Benz will recently announce the establishment of a wholly-owned software research and development company in China
Last night, before the end of BMW's future night, Zipzer said at the scene: "BMW encourages cooperation and does not advocate decoupling. ”
Such public statements, especially in front of the Chinese media, are undoubtedly sincere.
Not long ago, Huang Qifan, former mayor of Chongqing, said when attending the 2023 annual meeting of the China Development High-level Forum:
Over the past decade or so, China's economy has ushered in a new dividend after the labor dividend – this is the dividend generated by our very large single market, the market dividend. In terms of size, there are 1.411 billion Chinese, accounting for nearly 20% of the world's total population. In terms of market structure, China is a single large market. The single market refers to a market with a unified legal system, a unified tax system, unified business rules, and unified language and culture. As far as the industrial base is concerned, China is an economy with an integrated industrial chain of all factors, all categories and all industrial chains. Together, these three will yield dividends in three ways:
1. The cost dilution effect of "economies of scale".
2. "Gravitational field" effect.
From the perspective of demand, a hyperscale market means a very large domestic consumer market and a very large import trade volume. From the perspective of production, the ultra-large-scale market means that the market division of labor can be deepened, which is conducive to the formation of nested and symbiotic industrial chain clusters between all links of the entire industrial chain, and even between processes.
3. The "sea effect".
In the face of external shocks, ultra-large markets can give the domestic economy greater room for internal circulation and stronger resilience to external risks. For companies, expectations of fundamentals are very important. The sheer size of China's economy has made it as stable as the "sea."
The above three effects are brought about by China's ultra-large-scale single market, driven by this large market, the rational industrial chain layout logic of multinational companies is highlighted in the two aspects of production and sales.
The so-called local sales is to use the advantages of local comprehensive factor costs to organize production and sell to the local market and the global market. The six cost dilution effects of China's large market will remain an important factor affecting multinationals "in China and globally".
The so-called real estate sales is to organize production for the local market and better organize the supply chain to respond to changes in consumer demand, that is, "in China, for China".
With a population of 1.4 billion and a middle-income group of 400 million, China will be a huge "gravitational field".
Written at the end:
The Chinese and foreign automobile industries are showing positive two-way communication
Shanghai is still the same Shanghai, and today the world's largest auto show will kick off, with more than 1,000 companies gathering here.
At the same time, Chinese local brands will also show the world another scene with vigorous vitality, and China's smart electric vehicle market shows the spirit of galloping and forging ahead.
The competition between China and foreign automobile industry today reflects a healthy trend of two-way communication, which has both two-way flow of personnel and two-way reference in technical achievements
We are optimistic about the future of China's auto industry, just as we believe that something good will happen this year.
A little more optimistic, and our confidence in each other will be a little stronger.
[Pay attention to smart cars, pay attention to the video number of intelligent driving network]