As the years go by, the seasons go by, and in the blink of an eye, everything is changing – and so is the automotive market.
Looking at the past, China's mainstream is still fuel vehicles, and independent brands are only worthy of trembling at the feet of joint venture car companies.
However, less than a decade has passed, and everything has begun to reverse: with the wind and waves of new energy, independent brands seem to have become a general trend and are beginning to show their unstoppable courage.
In this context, some people predict that it is not surprising that the automobile market in the second half of this year will have three major changes, and everyone is ready.
The first change is that semi-solid-state batteries may usher in an explosion.
It may sound incredible, but judging by the performance of the market, there are already traces of it.
For example, car companies in 2023 are still playing high and low on the battery, and it is difficult to buy a tram with a 100-degree battery if there is no about 300,000 yuan.
But in the first half of this year, the situation directly began to reverse.
Taking ZEEKR as an example, the low configuration of the new 001 directly hit the large battery of 95 degrees, which directly shocked the market.
Immediately afterwards, AVATR 12 was not installed, and the CATL 94.5-degree battery was delivered immediately, which directly extended the endurance of the entry version to 700 kilometers.
Why did car companies pick the door so hard last year, and this year they became arrogant - in fact, semi-solid-state batteries are about to be launched, and they are ready to clear inventory.
After all, Zhiji has fired the first shot, and the 330,000 Zhiji L6 is clearly equipped with a semi-solid-state battery with a range of more than 1,000 kilometers.
At the same time, NIO's 150-degree semi-solid-state battery will be officially launched on the market in the next 1-2 months.
In such a situation, if the new cars in the second half of the year do not follow up with this trend, consumers will definitely not pay.
New technologies are out, who wants to buy a tram with a range of 400-500 km?
Directly those cars that are semi-solid, starting at 1000 km, isn't it fragrant?
So, you can wait, there will be a big surprise or a big discount in the second half of the year.
The second change is that pure electric vehicles may usher in the dawn.
Although this slogan has been called for many years, except for Tesla and BYD, no pure electric car company has a strong sales volume.
But in the second half of the year, the "wolf" is really coming.
Not only is it good for semi-solid-state batteries, but more importantly, 800V has begun to be popularized, and many giants have seen the huge benefits.
To put it bluntly, when there were few 800V high-voltage technology models in the past, everyone did not like to build supercharging piles - after all, the cost is high and the purpose is narrow.
However, with the increase of such models, many people have seen the huge benefits and have begun to actively layout.
In fact, this account is very easy to calculate:
A fast charging pile, a car needs to be charged for about 1 hour, and there are 12 cars a day, which is calculated at 70 yuan per car, and one is 25,000 yuan.
Excluding electricity bills, operation management and maintenance fees, it is not very profitable.
But the supercharging pile is different, with the blessing of 800V, you can get a car in 20 minutes, and you can charge 40 cars a day, or even more.
According to this data, the monthly income has directly become 84,000, and the profit margin can be said to have increased significantly.
Therefore, Huawei directly announced that it will build 100,000 supercharging piles with partners in 2024, and Ideal, Xpeng, and NIO are not to be outdone.
Based on such a layout, key cities and highways can be covered, and at the same time, combined with a semi-solid-state battery with a range of 1000 kilometers.
Pure electric vehicles are really about to rise.
After all, who doesn't love a long-lasting, all-electric electric electric car?
The final change is that the price war will be even more brutal
In fact, judging from the competition in the first half of the year, this sign is obvious.
Because whether it is a fuel vehicle or an electric car, the price reduction mode has been opened, and some car companies have even killed their eyes, and they have to make money if they lose money.
Why?
To put it bluntly, compared with the past, the automobile market has been divided into two: on the left is new energy, on the right is fuel vehicles, and the market ratio is about the same.
In such a situation, the left side will have to eat more, the right side will inevitably have to eat less, and the cake is only so big, so it is natural to have a big fight.
The more tragic problem is that in the past 20 years, the car company industry has been very stable, and there are only a few powerful car companies, and everyone is doing well.
But in the current car market, there are not only international giants, but also joint venture predators, and there are a bunch of new forces chasing behind them.
Because the share of the cake itself is very small, there are still many people who eat it, and some people even prefer not to eat it themselves, and they will have a bad time with their opponents - how can this game be played?
In such a situation, although consumers will take a big advantage in the future, it is also expected that there will be many car companies that are about to go out.
Therefore, I still advise everyone that those brands with monthly sales of less than 2000 should not get too close to them.
Even if the quality is good, no matter how strong the strength behind it is, you must be cautious.
Unless you want to gamble, bet that your new car will not fall to the bottom in 2-3 years, bet that if the car company goes bankrupt, the use of the vehicle will not be affected, and bet that you will not be because of the car company's problems, insurance and maintenance are problems!
All in all, the car market has entered its final madness, and in this case, there are benefits and crises.
Try to be prepared and take advantage of the opportunities in the second half of the year.