The big river has water and the small river is full of new energy vehicles.
In the first half of this year, under the influence of unfavorable factors such as the shortage of automobile chips and rising raw material prices, the cumulative sales volume of new energy vehicles has been the same as that of the whole year of 2019. For ordinary consumers, with a wide range of new energy vehicles to choose from, they can embrace a better life hopefully; For China automobile industry, especially independent brands, the hot sales of new energy vehicles in the second half of this year will directly determine the success or failure of industrial upgrading and enterprise transformation.
For Sun Wei, who lives in Chaoyang District, Beijing, besides welcoming the arrival of a new life, another top priority in the second half of this year is "waiting for the bus".
"My wife and I chose BYD Song PLUS DM-i early, but the dealer told me that the order would be placed in two months." Sun Wei joked that he always comforted himself that it was a kind of "happiness trouble". "After all, buying a car involves the safety of the life and property of the whole family, just like buying it up without buying it down. Buying this kind of product with good sales and high market share will definitely reassure me."
In fact, from the goal of "peak carbon dioxide emissions, carbon neutrality" put forward by the central government, to the clear goal of "carbon reduction" or "carbon neutrality" put forward by more and more car companies, and to consumers who are more and more willing to pay for new energy vehicles, the scene of China’s new energy vehicle market vividly explains the truth that "big rivers have water and small rivers are full".
According to the data released by China Automobile Industry Association recently, in June this year, new energy vehicles and exports still performed strongly, and the penetration rate of new energy vehicles (the proportion of new energy vehicles in the total automobile sales) has exceeded 12%, and its sales volume has also set a new historical record. In the first half of this year, under the influence of unfavorable factors such as the shortage of automobile chips and rising raw material prices, the cumulative sales volume of new energy vehicles has been the same as that of the whole year of 2019, including more than 1 million pure electric vehicles, and the penetration rate of new energy vehicles has also increased from 5.4% at the beginning of this year to 9.4% in the first half of this year.
"In June this year, the sales volume of new energy vehicles reached a new high, and the market share of China brand passenger cars increased, which indicated that the emerging kinetic energy was gradually expanding." Xu Haidong, deputy chief engineer of China Automobile Association, predicted that the annual automobile sales volume is expected to reach 27 million, up 6.7% year-on-year. Among them, the sales volume of new energy vehicles is expected to reach 2.4 million, a year-on-year increase of 76%.
"The river is full of water, and the river is full of water." For ordinary consumers like Sun Wei, with a wide range of new energy vehicles to choose from, they can embrace a better life hopefully; For China automobile industry, especially independent brands, the hot sales of new energy vehicles in the second half of this year will directly determine the success or failure of industrial upgrading and enterprise transformation.
Subverting the traditional pattern of fuel vehicle era, why can China brand "counterattack"
"Recently, the demand for Song PLUS DM-i is particularly large, and you may have to wait for about 3 months." Recently, the reporter visited BYD Huanyao Shengyuan 4S store on the spot. The staff told the reporter that the owner pushed hybrid models such as Song Plus DM-I. "Some customers also questioned whether we are engaged in hunger marketing, but the actual situation is that it has been in short supply since it was launched."
The reporter noticed in the store that despite the sultry weather, there were four or five groups of visiting customers in just one hour. Mr. Hou, the car owner after 1995, said that the reason why he chose Song PLUS DM-i was two words — — Fuel saving and environmental protection. "In a word, it can run farther than a pure electric car, and it is more fuel-efficient and environmentally friendly than an oil car, which fully meets my car demand."
"Facts have proved that once the purchase cost drops to a certain extent, new energy vehicles can form a dimension reduction blow to fuel vehicles." Cui Dongshu, secretary general of the National Passenger Car Market Information Association, believes that there was a big price difference between new energy vehicles and fuel vehicles of the same class in the past, and the two markets were relatively independent. However, after BYD launched Qin PLUS DM-i in March this year, the price of plug-in hybrid vehicles was directly lowered to the same level as that of joint venture brand fuel vehicles.
He bluntly told reporters: "The purchase threshold is not high, and the use cost and driving experience are better. Such a new energy vehicle can really be called ‘ Fuel truck disruptor ’ 。”
Statistics show that in June this year, BYD’s sales of new energy vehicles reached 40,116, up 207.1% year-on-year. Among them, DM models sold 20,100 vehicles and EV models sold 20,016 vehicles, both of which set new sales records. BYD Han, a medium and large car, sold 8,386 vehicles in June, with the new generation of Tang DM increasing by 134.8% year-on-year, Qin PLUS DM-i increasing by 67.3% month-on-month, BYD e2 increasing by 161.8% year-on-year, while Song PLUS DM-i, which made prospective car owners such as Sun Wei "miserable", increased by 414.2% year-on-year.
An impressive contrast is that on the one hand, China brands such as BYD, Weilai and Tucki are climbing in the new energy auto market, on the other hand, joint venture brands and even traditional luxury car brands are gradually "squeezed out" of the list.
According to the data released by China Automobile Association, the penetration rate of new energy vehicles of China brand is as high as 28.4%, that of traditional luxury car brand is 14.2%, and that of mainstream joint venture brand is only 2.2%.
"This year, it is not a problem that the annual sales volume of domestic new energy vehicles exceeds 2 million. Especially ‘ Double carbon ’ The goal will further optimize the internal and external environment for the development of new energy vehicles. " According to Shi Jianhua, Deputy Secretary-General of China Automobile Association, with the progress of new energy vehicle technology and the improvement of cruising range, consumers are more and more accepting of new energy vehicle products, and the new energy vehicle market has entered a real market-oriented stage.
When the trend of the automobile industry becomes more and more obvious, can China automobile brands seize such a golden opportunity?
The timetable of "carbon neutrality" has come to the fore, and technology is needed to decarbonize the automobile industry.
"Technology, technology, or technology." When talking about the reasons why the sales volume of new energy vehicles reached a new high in June this year and the market share of China brand passenger cars increased, Professor Pan Helin, Executive Dean of Digital Economy Research Institute of Zhongnan University of Economics and Law, bluntly said that China is not only the largest automobile market in the world, but also has a clear goal of "peak carbon dioxide emissions, carbon neutrality".
"It should be said that ‘ Peak carbon dioxide emissions, Carbon Neutralization ’ The goal will further optimize the internal and external environment for the development of new energy vehicles in China. " Pan Helin analyzed that, on the one hand, China’s new energy automobile industry chain and supply chain are relatively perfect, and it has achieved certain advantages in the field of power batteries. For example, China enterprises such as BYD have mastered key technologies in the field of batteries; On the other hand, China has always paid attention to infrastructure construction, and has made full arrangements for the construction of charging piles and power stations, which is conducive to improving the consumer experience.
"The development of new energy vehicles is undoubtedly China’s own brand ‘ Change lanes and overtake ’ A good opportunity. " He said that battery technology will greatly determine China’s position in the industrial chain of new energy vehicles, and new energy vehicles can also be better integrated with smart car networking technology. "Like autonomous driving technology and brand-new car audio-visual experience, it will provide users with a completely different car experience from the past, which may even subvert the current global auto industry."
"At present, only from the technical point of view, China brand has achieved a comprehensive transcendence. Whether it is modeling technology, core technologies of new energy vehicles such as batteries, motors and electronic controls, and intelligent technologies such as intelligent networking and intelligent cockpit, it has surpassed the technical level of joint venture brands and led the development of new energy vehicles around the world." Not long ago, Wang Chuanfu, Chairman and President of BYD Co., Ltd. publicly stated that in 2030, the market share of new energy vehicles in China is expected to reach 70%, while the market share of China automobile brands is expected to reach 60%.
According to him, since last year, BYD has launched two subversive technologies: blade battery and super hybrid DM-i, which solve the most concerned safety pain points in the market through blade battery and accelerate the replacement of fuel vehicles by new energy vehicles through super hybrid DM-I.
"The automobile industry is in a critical period of change. Change requires innovative technologies and can solve the pain points of consumers." Wang Chuanfu believes that when new energy vehicles first appeared more than 10 years ago, consumers were most concerned about cruising range. Now, consumers are most concerned about product safety. "For new energy vehicles, safety is the greatest luxury."
He judged that the development of new energy vehicles will still have a long transition stage, from plug-in hybrid to pure electric. "In the plug-in hybrid track, the industry may not pay enough attention at present, but the volume of this market will be very large in the future." In Wang Chuanfu’s view, plug-in hybrid is to solve the car purchase problem of two-thirds of car-free families in China, "to make the first new energy vehicle in the family run on oil and electricity".
Yang Xiaolin, a senior media person and auto industry analyst, also warned that the new energy vehicle market is still in the "consumption early adopter stage" on the whole.
"China automobile brands are better than mainstream joint venture brands in cost control and intelligent experience, so they will have more advantages in the initial stage of market competition and grab more market share. However, we should also note that in the face of ‘ Carbon neutrality ’ German brands such as Volkswagen, Audi and Mercedes-Benz have begun to respond positively to the challenges. " Yang Xiaolin suggested that China brands should accelerate the embrace of electrification, accelerate the upgrading iteration of the industrial chain, update their concepts and release the goal of "carbon neutrality" in time, and gradually put it into practice.
Better new energy vehicles support more green dreams.
As the main mobile travel tool for human beings, cars often travel across regions, and their use intensity and transportation turnover are usually closely related to the use scenarios of car owners, local economic structure and even industrial layout. Therefore, some people feel that compared with other industries, the composition of carbon emissions in the transportation industry is more complicated.
"From the perspective of solving local environmental problems such as cities, promoting electric vehicles has obvious positive effects. But from the perspective of the overall situation and the whole life cycle of electric vehicles, electric vehicles are in ‘ Carbon neutrality ’ There is still much room for improvement on the road. " Tu Ruihe, the representative of the United Nations Environment Programme in China, said in an interview that the core issue of achieving "carbon neutrality" is the production, transmission, storage and use of energy, so the most fundamental way is to change the energy structure and promote the use of clean energy and renewable energy.
Therefore, in addition to producing more new energy vehicles that can be recognized by the market, the application and promotion of clean energy has also become a "required question" faced by many car companies in China.
"In 2008, we proposed ‘ Solar energy+energy storage+electric vehicle ’ Corporate vision, at that time, the outside world did not understand BYD. But now, with China ‘ Peak carbon dioxide emissions in 2030 and carbon neutrality in 2060 ’ The proposal of the goal and the industry fields involved in the vision film have become the current enthusiasm. " Recalling BYD’s entrepreneurial process, Wang Chuanfu said with emotion that no one ever thought that solar power could be generated from 15 yuan to 1.3 yuan. "BYD adheres to technological innovation, adheres to the green dream, and provides effective and grounded solutions for carbon neutrality and sustainable development of human society."
Obviously, the realization of "peak carbon dioxide emissions, carbon neutrality" must not rely solely on new energy vehicles. "Improving the energy structure and promoting the use of renewable energy require the joint efforts of the whole society, but China automobile enterprises are duty-bound to cultivate consumers’ habits of using new energy vehicles and create more marketable products." Yang Xiaolin concluded.
Although the road is tortuous, countless people have taken action because of the common goal of "reducing carbon". In the hot-selling trend of new energy vehicles with full stamina, every consumer’s vote with their feet and every new energy vehicle off the assembly line will eventually contribute to the green dream of mankind.
Zhongqingbao Zhongqingwang reporter Xu Yajie Source: China Youth Daily