At the 2024 World Conference on Internal Combustion Engines held recently, Wan Gang focused on three points in his keynote speech: first, the power application in the field of transportation and engineering, with efficient, intelligent, green and low-carbon as the development direction. 2. Promote the development of plug-in extended-range hybrid vehicles as a whole. 3. Lead the innovation and development of the internal combustion engine industry with hydrogen fuel cells. In particular, he pointed out that in the mainland, commercial vehicles account for more than 50% of carbon emissions, of which long-distance buses and heavy-duty vans are the main emission sources, and accelerating the application of hydrogen fuel cells will become one of the main ways to solve this problem.
As we all know, Wan Gang is a firm supporter of the promotion and application of new energy vehicles in the mainland, and his views also represent the industry policy direction to a certain extent.
This subtle change could have a range of implications for the industry. First, pure electric vehicles are no longer "dominant", and hydrogen fuel will be the real ultimate solution. However, in the process of development, it is still inseparable from the transition and supplement of products such as hybrid range extension, and a fact that should have been seen clearly a long time ago is that at present, there is no technical route that can cover the whole scene of the car, and the three routes go hand in hand is the result of seeking truth from facts.
Second, the new energy car manufacturers in those industries really don't want to go to the dark on the road of pure electricity, in other words, they all go to the crowded track of pure electric to fight for positions, and they want to take a shortcut, but in the end they are likely to become cannon fodder. If the hydrogen energy route needs to be laid out in the long line and requires huge investment, then the hybrid route is the same important choice as gas products, but unfortunately, most new forces have not included hybrid in the product layout.
Third, hydrogen energy is about to quickly become the protagonist of the market, and the temptation and waiting have now waited for a clearer answer: hydrogen energy is truly zero emission, as long as the infrastructure is in place, and the cost of hydrogen production, hydrogen storage, and hydrogen transportation has been reduced, its popularization is a matter of minutes. Therefore, in the next five years, whoever does not start to deploy hydrogen energy technology and products is doomed to be left behind.
Fourth, methanol and other "partial" technology routes still have not received much policy support and support, which also includes other new energy technology routes, or in the experimental stage, or has not been paid attention to by the relevant departments, obviously, in addition to plug-in hybrid, pure electric and hydrogen energy, the "fourth wheel" of new energy development has not yet appeared, and new energy vehicles will temporarily accelerate in the form of "three-wheeled" vehicles.
It is undeniable that no one can reverse the direction of new energy commercial vehicles, and then will enter a new stage of fighting strength, as long as it is within the scope of the "three routes", which car company can make products well to meet the needs of the whole scene of the car, or which car company can further reduce the cost and can do a complete solution to the card friend in terms of infrastructure, second-hand cars, etc., this company will definitely achieve overtaking, leading, but, in the industry melee, who will fight out of the encirclement?