Pure electric can not be plugged and hybrid! Is it now a foregone conclusion in the car world?

Car reviews AC

2024-05-23 11:25Posted in Heilongjiang

The current trend of buying a car has changed, with consumers focusing on self-priming and turbocharging, and now considering pure electric and plug-in hybrids.

According to the market tracking report released by Counterpoint Research Institute, in April 24, the global new energy sales of passenger cars increased by 18% year-on-year, of which the sales of pure electric vehicles increased by 7% year-on-year, and the sales of plug-in hybrid vehicles increased by 46% year-on-year. Although the two power forms have grown to varying degrees on paper, the undercurrents beneath the surface are thought-provoking.

From the perspective of the general trend, new energy vehicles are accelerating the replacement of fuel vehicles, but the protagonist is no longer pure electric, but the plug-in hybrid, which was originally regarded as a transitional technology. Plug-in hybrid is only a transitional technology, pure electric is the future, this has been the general judgment of many people in the industry on the plug-in hybrid technology route, but unfortunately this prediction has not withstood the test of time. When the wind of new energy first blew, it was indeed the protagonist of pure electric singing, and then the extended-range power sprung up, and then the plug-in hybrid faction and the extended range faction tug-of-war saw each other, until now the plug-in hybrid has occupied the absolute upper hand, and the plug-in hybrid has finally achieved a counterattack.

Uncle Che believes that there is nothing strange about this, after all, compared with pure electricity, the upfront purchase cost of plug-in hybrid is lower, and due to the existence of the fuel tank, it also further eliminates the user's range anxiety. At the same time, plug-in hybrid vehicles have covered multiple categories such as sedans, SUVs and crossovers, and the price of plug-in hybrid vehicles in the mid-range price range is close to or lower than that of most pure electric vehicles, so they are more attractive to consumers. Among the many categories of models, plug-in hybrid vehicles, especially in the SUV category, are the best-selling vehicles.

The strong growth in plug-in hybrid sales shows that this type of product is facing a huge market opportunity, and this opportunity is built on the capabilities of plug-in hybrid models. History has proven countless times that only the ultimate user experience can be exchanged for the market. Under the same conditions, plug-in hybrid can provide better economy and power performance than fuel vehicles, and under the same conditions, it also has a lower price than pure electric vehicles and a range of more than 1,000 kilometers. I don't know what mileage anxiety is.

When it comes to plug-in hybrids, our Chinese car companies say second, and which of the other overseas car companies dares to say first? The volume of plug-in hybrid models in China's automobile market is visible to the naked eye, and many independent brands are rolled together to compete for the thermal efficiency of special engines, fuel consumption for 100 kilometers, and fuel consumption for feeding, and now 2000 kilometers, fuel consumption of 2 liters for 100 kilometers, such extreme numbers have appeared. From another point of view, the price war launched by BYD is to put a greater proportion of preferential treatment on plug-in hybrid models, and the main price wars of other brands that follow the trend are basically plug-in hybrid-based, and everyone has played the banner of low electricity than oil, which reflects from the side that plug-in hybrid models have a stronger ability to reduce prices than pure electric models at this stage. As fuel, pure electric and plug-in hybrid three categories of market share of the lowest existence, plug-in hybrid models are rapidly expanding the market scale through substantial growth, from research and development, production, supply chain and other aspects to achieve all-round further cost reduction and efficiency, at present, plug-in hybrid models still have a certain price exploration space, plug-in hybrid models are entering a more cruel and fierce stage.

In today's domestic auto market, whether it is an independent brand or a joint venture brand, we can hardly find mainstream car companies that are indifferent to plug-in hybrid technology. In fact, while independent car companies are accelerating the layout of plug-in hybrids, joint venture car companies have also begun to ease their senses and want to grab a piece of the pie in this field.

Among them, at the SAIC-GM Partner Summit held in March this year, Zhuang Jingxiong, general manager of SAIC-GM, mentioned that SAIC-GM's new generation PHEV intelligent electric hybrid should be the strongest hybrid in the joint venture. In mid-January this year, FAW-Volkswagen executives revealed: We are independently developing a new electric model, the current technical scheme has been basically determined, the self-developed hybrid system will soon begin to be on the car, and the future will realize the hybridization of all FAW-Volkswagen products. In addition, mainstream joint venture car companies such as SAIC Volkswagen and Dongfeng Nissan announced the layout of hybrid technology as early as 2023. If the new energy technology route is compared to a marathon, then the end point must be pure electric and hydrogen electric technology routes, and the long process in the middle is the hybrid route represented by plug-in hybrid, and now there is a story about plug-in hybrid is far from over.

In addition, according to the information released by Counterpoint research institutions, in the first quarter of this year, Tesla's sales accounted for 19% of the global new energy market share, although it still firmly held the top position, but it fell by 9% year-on-year. With only BEV models sold, Tesla is currently facing serious challenges such as slowing production and weakening demand. In mid-April, Musk announced that Tesla Inc. would lay off more than 10% of its global workforce, a cost-cutting operation that continued this month.

As the second and third on the list, BYD and Volkswagen won 15% and 6% of the market share, respectively. It should be noted that among the top three, only BYD has achieved positive growth, and in the field of plug-in hybrid, BYD occupies nearly 1/3 of global sales, and its position is as stable as Mount Tai. In addition, Geely and Ideal are only behind BYD, and both car companies have achieved extremely high growth rates in the first quarter of this year.

Uncle Che concluded

Overall, this year's new energy vehicle market still has a good growth trend, but the growth rate has shown signs of slowing down. In the long run, new energy products have entered a new stage of development, plug-in hybrid replacement of pure electric has become the protagonist, Uncle Che believes that this situation will not change in the next 5 years.

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