Who is the new energy vehicle leader who can fight the most?

"Conflict" is the first productive forces.

Wen | Chinese Business Tao Lue Zhao Zhefeng

"Let me say something unpleasant first, TMD has a bunch of stinking techniques, and every day rush to us, what excessive electricity is backward technology, they have done fart technology? A group of people who have no user thinking, study the technical route every day, nonsense, nonsense, nonsense, nonsense, nonsense Eight Tao! "

In August 2020, at a user meeting, the founder of the ideal car Li Xiangyan spit fragrance as soon as he came up, and conducted a "powerful" attack on the questioners of extended process technology.

In the car rivers and lakes in recent years, similar dramas have been staged many times.

【New and Old Duel】

The dull car circle for many years, because of the rise of new energy vehicles, suddenly there are many "good plays".

At a car forum in 2016, Li Shufu, the founder of Geely Automobile, suddenly fired a new forces of the car: "Some companies do not understand cars and do not have a lot of money. The reason for making cars is to make money in the capital market."

Li Bin, the founder of Weilai, was also sitting on the stage at the time. After coming to power, he specifically emphasized that "it is not a tide to build a car, technology is not the most important thing in car companies. In the final analysis, the car will return to the user."

This is the first time that the new and old forces are "competing on the same stage", and it successfully set off a debate: whether it is important to technology or an important user experience.

At that time, the traditional car company, the strings of "user thinking" in their minds have not been tightened, and they still remembered every day. They still compare with joint venture brands in three major technologies.

In 2014, Geely applied the turbocharged engine to the mass production vehicle for the first time; in 2016, Changan developed the first dual -clutch transmission to get rid of Aisin's restraint; in 2016, Chery launched the first positive research and development The chassis platform -TX1.

In a clear comparison, when Weilai had not yet formed the production car, it began to explore the power exchange mode and clarified the service concept of "silly to users". As soon as the first model ES8 came out in 2017, the high -end brand image was successfully established.

During that period, in addition to the top three of the "Wei Xiaoli", the second -tier new forces brands such as Weimar, Zero Run, and Nezha have also launched their own mass production cars, but the poor delivery is unable to dispel the outside world's "new forces of the new forces The question of whether it can be done. "

In the 2018 Beijing Auto Show, Li Shufu once again aimed at the new forces: "We cannot abuse the concept of the Internet. Now many people use Internet electric vehicles to flicker and deceive the people. This is very dangerous."

Wang Xiaoqiu, vice president of SAIC, also bluntly said: "New forces are unreliable, and it takes time to precipitate and experience the accumulation of good cars."

Faced with the "maliciousness" that the old seniors did not cover up, late juniors no longer wanted to hide their temper anymore. Xia Peng's co -founder Xia Yan directly returned "Is innovation meaning unreliable?" Qin Lihong, co -founder of Weilai, also said that "we said that we played concepts before, and now we have produced cars. ? "

Looking back at these words now, I feel that traditional car companies are too "old antiques". However, after all, the automobile industry has a century -old history. From fuel vehicles to new energy vehicles, it is not a simple conversion from engine gearbox to motor batteries. The new forces of car construction at the beginning of the stage have indeed made a lot of "moths".

In August 2018, a Weimar EX5 spontaneously ignited in the Wama Chengdu Research Institute.

In January 2019, a Weilai ES8 was "lying" for more than an hour in the traffic flow in Beijing Changan Street, because the upgrade of the vehicle system caused the vehicle power supply to be closed. This incident was also hot search at the time.

In the first half of 2019, three self -burning accidents occurred in Weilai, and the recall was announced in June of that year. On the day of the recall, another Weilai car was spontaneous.

In October 2020, there were four self -combustion incidents in Weimar.

In 2020, there were more than 10 broken shaft accidents in the ideal ONE. Even the ideal L9, which was just listed in June 2022, has recently broken the axis twice.

To this day, the new forces of car construction will occasionally give people an impression of "unreliable". However, with the rise of sales and the maturity of craftsmanship, the sound of criticism of "unreliable" has become less and less.

In 2021, "Wei Xiaoli" has achieved a monthly sales of 10,000 yuan, and new forces such as the second line such as Nezha Zero Run also caught up. So traditional car companies realized that they did not only make a car for PPT.

Even some traditional car companies, imitating the "routine" of new forces to incubate new brands. For example, GAC Ean, Ji Yan, Dongfeng Lan Tu, Changan Deep Blue/Avita, SAIC Zhi, etc., from product style to operating ideas, are exactly the same as new forces.

However, while learning imitation, traditional car companies still retain the traditional skills of "new forces".

At the Jiyang conference last month, while the product was released, Ji Xing CEO An Conghui did not forget to ridicule the ideal L9. "Intelligence is not to move the refrigerator and screen into the car."

[Who "mixed" is better? .

The new forces and traditional car companies not only have very different ideas, but also are also very different in the specific technical route selection.

On July 6, 2022, the extended hybrid car asked about the M7 led by Huawei was listed on the market. And "more heart".

The two of them "showed love", but completely angered Wei Ruifeng, CEO of Wei brand. Within 2 days, Mr. Li sent 6 Weibo to the extended range, and many times appeared "backward technology" and "cut leeks" and other words. Essence A few days later, Li Ruifeng even bought a questioning world M5 himself, trying to verify that "the extended process is backward technology", which can be described as physical strength.

The dispute over the extension technology has not stopped in recent years.

In 2019, the ideal was in a financial crisis. Li Xiang met more than 100 investment institutions in a row, but did not invest in the end. There is only one reason: no one is optimistic about the extended technology route.

Investors' minds are well understood -the extension of the extension has not been successful before.

Ten years ago, when new energy vehicles were not popular, a number of extensive models appeared on the market. The more representative Chevrolet Volt and BMW i3. But now, these two models have been discontinued due to bleak sales.

Compared with fuel vehicles, the extension is more expensive; compared to other hybrid vehicles, its fuel -saving is too late; compared to pure electric vehicles, the concept of extended process looks old. It is difficult for consumers to find a reason to buy it.

However, after the birth of the ideal ONE, the position of the extension is different.

Since the delivery at the end of 2019, the ideal ONE has only used 6 and a half months to complete the milestone delivery of 10,000 vehicles. With excellent sales, the ideal car officially landed on Nasdaq at the end of July 2020.

One month later, the ideal car held a user meeting in Chengdu, so the scene of the article appeared at the beginning of the article: Li wanted to use a series of "civilized words" to greet some extended questioners and their families. The car circle is unprecedented.

It is also this remark that caused the first large -scale conflict of different hybrid genre in the automotive circle.

A week later, at the media communication meeting of Volkswagen, Volkswagen China CEO Feng Sihan suddenly fired at the extension: "From the perspective of bicycle, it has a certain value, but from the perspective of the entire country and the earth, the extension is the worst solution. "

Feng Sihan's words have just fallen, and the Volkswagen China CTO next to it makes up: "Even for bicycles, the extension is not significant. We have studied its feasibility a few years ago, but now it is completely outdated."

The two sings one after another, completely deny the value of the extension.

The next day, Li Xiang publicly "scheduled" Feng Sihan on the social platform, and even arranged time, place, and models.

However, this time the public did not receive a move, and Li Xiang could only stop temporarily.

Everyone knows later things. Beginning in 2021, the ideal ONE continued to refresh the monthly delivery record, becoming the best -selling medium and large SUV in China.

People soon forgot the "Feng Li" war, but Li Xiang didn't.

In December 2021, the ideal car official suddenly showed a picture on Weibo, indicating that the sales volume of the ideal ONE had exceeded the sum of the sales volume of all the same level of the same level of the Volkswagen Group. Li Xiang finally successfully revenge Feng Sihan, shame before the snow.

The best selling of the ideal ONE may not completely come from the superiority of the extended process itself. Li Xiang's ability to define the product has also played a huge role: he has made many innovations in the product on the demand of Chinese families, creating a phenomenon in the product, creating a phenomenon Grade "Daddy Car".

But compared with the process, more convincing is often the result: with the ideal efforts, the extension of the process returns to the mainstream.

Since then, domestic extension models have followed, including asking about M5, Dongfeng Lan Tu FREE, Changan Deep Blue SL03, Nezha S, etc. At the end of last year, the car brand "self -traveling" founded by the legendary figure Li Yinan officially released its first product. From positioning to technical routes, they are exactly the same as the ideal ONE.

While gaining recognition, traditional car companies are also continuing to advance their own hybrid technology.

In early 2021, BYD released the DM-I hybrid system. Once launched, it quickly became the "supernova" of the hybrid industry with its excellent product power and cost performance. In the same year, the Great Wall, Geely, and Chery also released a new hybrid system, respectively, one game of "gold content".

These hybrid systems have one thing in common: they are based on the collateral architecture (hereinafter referred to as plug -in). The organic combination of this engine, gearbox, and electric drive system is compared to the extension of pure series architecture. Whether it is the system, the system is the system. Structure or control logic is much more complicated.

Since then, the domestic hybrid vehicles have been divided into "extended factions" and "interpolations", and no one can see anyone. The "extended process" feels that the "intercourse" will only engage in technology and do not have user thinking.

In March 2022, when the Weight Mocha PHEV was listed, CEO Li Ruifeng said: "New forces use social psychology to build a sense of superiority and cover up the lack of technical lack."

Li Ruifeng's point of view has objective facts support to a certain extent. For example, Mocha PHEV and ideal ONE, which are mutually competing, have almost formed a "crushing" trend in the parameters.

However, from the perspective of sales, the ideal ONE is now a big explosion of more than 10,000 monthly sales, and Mocha PHEV's monthly sales are still 3 digits, which may be an important reason for Li Ruifeng's reaction.

The differences between the two sides seem to be triggered by the technical route, but it is triggered by different technical backgrounds and thinking patterns.

Technically, the simple threshold of the extension structure is low, which can shorten the R & D cycle, which is convenient for new brands to quickly push products and grab the market; while the interpretation of the market is long and large investment, it takes many years to accumulate The choice of car companies. In the thinking mode, the new forces pay more attention to the so -called "user experience". As long as there are no obvious defects in technology, they can make up for marketing and services. On the contrary, traditional car companies attach more attention to the technology itself, and they are relatively less investment in other aspects. Some.

In all fairness, no matter whether it is a technical route or a thinking mode, there is no absolute good or bad, but they have chosen the most suitable play.

【Battle of Battery】

Although the hybrid is only a "transitional technology", it may have a long window period -the endurance anxiety cannot be resolved for a day, and the pure electric vehicle cannot really be popular in one day.

The key to the battery life is the battery. Regarding the technical route of batteries, the industry is also constant in the industry.

In March 2020, BYD released a big move that has been held for several years -blade batteries. At the same time, it announced to the outside world through acupuncture comparison experiments that low -cost and high -safe lithium iron phosphate systems are still the best choice, and the problem of energy density has also been solved through structural innovation.

Although there is no name for Tao, everyone knows that the Ningde era was targeted.

At the Ningde Times performance briefing more than a month later, the Ningde Times said that the blade battery was essentially a CTP (module -free battery) structure. In 2016, he had mass -produced CTP battery packs. As for acupuncture tests, they are also "tricks" that they have played.

Faced with the scornful ridicule of Ningde era, BYD executives said that night, "Come and tie it!"

One week later, two major materials released in Ningde Times: one is the video of the two ternary lithium batteries through acupuncture experiments; the other is that its products have passed the German Rhein lithium battery safety test certification (core means of core means in 2017 (core means First is the file of acupuncture test).

At this point, the two sides finally stunned. However, this incident has affected the direction of battery development in the next few years.

In fact, the initial focus of R & D in Ningde Times and BYD was on lithium iron phosphate batteries. The biggest difference is that BYD's batteries are only used for themselves, while Ningde Times provided as suppliers as suppliers.

The fork appeared on the eve of the outbreak of new energy vehicles in 2014. Zeng Yuqun noticed that electric vehicle users had a battery life, so they transferred the focus of research and development to the ternary lithium battery with higher energy density.

On the other hand, BYD continues to adhere to the lithium iron phosphate route, trying to find the best balance in energy density, cost, and safety.

Different options reflect the different styles of two entrepreneurs. Fujian businessmen Zeng Yuqun not only believed in "love to win", but also believed that "strong gambling sex"; Wang Chuanfu, who had experienced several surviving margins, emphasized the rhythm and did not easily enter.

In the following two years, the sales of new energy vehicles in China have fallen 6 times. However, the technical route of power batteries has not been divided into high levels. Sanyuan and iron lithium accounted for half of the rivers and mountains.

The turning point occurred in 2017. For the first time, the subsidy quota of the new energy vehicle was linked to the battery energy density and vehicle battery life, which greatly enhanced the competitiveness of the ternary lithium battery.

With the technical leading advantage, the Ningde era quickly reached its peak. In 2017, it began to dominate the global power battery industry and maintain it to this day.

But now, this indestructible trillion battery empire seems to have some cracks.

▲ Source: electric car observer

From 2018 to 2021, the new energy vehicles, including statistics, had 40, 600, 1300+, and 4,300, respectively. According to data from the National Supervision Platform of New Energy Vehicle, 86%of the models were equipped with ternary lithium batteries in the fire accident in 2019.

In terms of specific models, in 2020, GAC Aion S, equipped with the Ningde 811 ternary lithium battery, has repeatedly causing fire accidents, causing the outside world to doubt the security nature of high nickel ternary lithium batteries. To this end, the joint venture company GAC even promised that "if the 811 battery was launched in the Ningde Times, the entire vehicle was compensated."

Although battery safety is a systematic engineering, it is not determined by the battery chemistry system. But when people start to pay more attention to battery safety, wind reviews naturally prefer lithium iron phosphate batteries.

There is also a change in policy.

In 2019, the state began to "weaned" new energy vehicles, and the bicycle subsidy quota suddenly decreased by more than 70%. This means that the ternary lithium battery can no longer obtain a large subsidy through the advantages of energy density, and the lithium iron phosphate battery has the early date.

In 2020, BYD launched a blade battery to increase the energy density of lithium iron phosphate batteries to 150Wh/kg in one fell swoop, which is comparable to the mainstream ternary lithium battery, but the cost is lower and the chemical system is more stable. "Form Warrior" battery.

From the perspective of the car loading effect, the blade battery is also very competitive. At present, BYD already has a variety of models with more than 700km, including Han EV, Tang EV, and Seal. Whether it is performance indicators or sales performance, it is the same level.

Below the superposition of various factors, today's power battery market has finally returned to the "Iron Era". From 2019 to 2021, the installed capacity of lithium iron phosphate batteries in China accounted for 32.5%, 38.3%, and 51.7%, respectively. In the first half of 2022, it increased to 58.5%. It is expected that it will continue to rise in the next few years. In the lithium iron phosphate market, BYD's market share in 2019 is only 14%. In the first half of this year, it has reached 36%, and the Ningde Times decreased from 56%to 46%.

Under the changes in the general trend, King Ning had to return to the Iron Lithium route. Zeng Yuqun said last year that in the future, the proportion of lithium iron phosphate batteries will be increased. The "strong gambling nature" hanging in his office has also been changed to "Bo Boyuanquan".

But how many victories did the Ningde era face the number one player BYD for lithium iron phosphate?

Compared with the strength of the blade battery, Zeng Yuqun worried that BYD began to grab customers from his own hands.

In April 2021, Wang Chuanfu publicly stated that "almost every car brand you can think of is negotiating battery cooperation with us."

Wang Chuanfu's words have their own origin. In March of this year, BYD revealed two big news: one is that some insiders revealed that "the battery cooperation between Weilai and BYD has been finalized before the Spring Festival", and the other is rumored that "Xiaomi's first model is The low -profile version will use blade batteries. "

In addition, Musk also said, "Two -thirds of Tesla will use lithium iron phosphate batteries."

In June 2022, Lian Yubo, Vice President of BYD, said in an interview: "We are now a good friend with Musk, and we will immediately supply him (Tesla) batteries."

On August 11, a number of media revealed that BYD's blade batteries have been shipped to the Tesla Berlin factory. It is expected that the car will be carried off as soon as the end of August.

Of course, the Ningde era would not ignore it. Its latest technical achievement -Kirin battery will be mass -produced next year. At the same time, the two sides will also start a new round of competition in new chemical systems such as lithium manganese iron phosphate iron.

In the future, the contest of the battery double male will not only be technical, but also strategically. When the wind direction of power battery technology changes again, whoever can respond faster will lead the next era.

[Not worthy of "smart car" within 150,000? .

In addition to "electrification", another keyword of new energy vehicles is "intelligent". But for the definition of intelligence, different car companies have different understanding.

In June 2021, He Xiaopeng, the founder of Xiaopeng Automobile, said in a forum: "I think 150,000 is a smart car watershed. If someone says that I want to make a smart car of 100,000 yuan, I think it will not be before 2025. May make money. "

He Xiaopeng only reported the ID number -just a month ago, Nezha Automobile had just reached a strategic cooperation with 360 companies. The main direction was the "100,000 -level smart car".

Faced with He Xiaopeng's public doubt, 360 founder Zhou Hongyi responded fiercely: "You can't do it without means that others can't do it! Nezha cars can be made soon."

In fact, He Xiaopeng and Zhou Hongyi competed not only the technical threshold, but also the differences between the two background brands.

The Internet car manufacturers led by Li Bin, Li Xiang, and He Xiaopeng have a strong appeal in the capital market, otherwise Li Bin will not say "don't want 20 billion don't want to build a car".

With sufficient cash support, these brands mainly focus on high -end products, establish brand images, form differentiated positioning, and then use civilian products to form an dimensional reduction blow to other brands. In fact, Tesla is a good strategy. Tesla. This is the same.

Tesla's first mass -produced car Roadster, an electric supercar price of more than $ 100,000. Later, the Model S/X price was also a million yuan at the domestic price. It was not until the Model 3/Y was launched that the brand entered the home of ordinary people.

However, the founders of the second -tier brand brands such as Nezha, Zero Run, and Weima all came from traditional manufacturing.

Among them, Nezha Zhangyong was the deputy general manager of BAIC New Energy Company, and Zhu Jiangming was the main founder of the security giant Dahua. Weima Shenhui was once the vice president of Geely.

Compared to Li Bin, Li Xiang, and He Xiaopeng, who are better at telling stories, they are slightly insufficient in financing capabilities. If they come up, they will be a high -end brand. In case of the market, they will face the crisis of survival. Essence

Earlier, these two camps have always been in well water, but as Nezha and Zero running gradually catch up with the "Wei Xiaoli" in sales, and starting to the high -end market, friction is the matter sooner or later. Therefore, when Nezha proposed the concept of "100,000 -level smart cars", He Xiaopeng questioned him.

In He Xiaopeng's view, intelligent technology needs to be reduced after several iterations, regardless of hardware or software, and after several iterations. At this stage, the car company must not make the price too low.

Zhou Hongyi believes: "If there is no smart car below 150,000 yuan, it is equivalent to 70%of China's car users from rejection."

He also uses the mobile phone industry that he is more familiar with the analogy: "Low -end mobile phones below a thousand yuan have insufficient computing power, screens and other aspects, but it can still be compatible with intelligent operating systems to meet users' intelligent use needs. You can say that you can say Is it smart? "

In the end, Zhou Hongyi made a ruthless saying: "I found that the first new forces liked 'closes the door', and I have to say that" there is no chance to be lower than 150,000, "I think this reflects the inner fear. The first echelon formed by Xiao Li is only temporary. "He Xiaopeng did not respond later, but it is foreseeable that in the next few years, such disputes will become more common.

In 2021, Weilai was exposed to the second brand of less than 300,000 yuan, codenamed "Alps". At the beginning of August this year, it was reported that Weilai's third brand was also planning, which will focus on markets below 200,000 yuan. In addition, 200,000 -class models are also included in the ideal product planning.

On the other side, Nezha just launched the first high-end model Nezha S in this month, focusing on the 200,000-300,000 levels; Zero Run launched the first high-end model C11 last year. It will be officially launched in the third quarter of this year.

As their products penetrate into each other's hinterland, a more cruel competition is about to start.

Is it more dominant, or is it even more powerful? This will be a major highlight in the next few years.

[The biggest enemy]

No matter how fierce the new energy group is now, a reality that cannot be ignored is that fuel vehicles are still the absolute mainstream of the automotive industry.

In 2021, the global new energy vehicle sales were 6.5 million, with a market share of only 8%. Even in China with the fastest development of new energy vehicles, this proportion is only 13%.

The most urgent task of the new energy camp is still a joint anti -fuel vehicle. Of course, this process will not be easy.

At the end of 2020, Toyota Zhang's man fiercely bombarded the electric vehicle, saying that he was not only environmentally friendly, but also caused the power system to be paralyzed. For a while, Toyota became the "number public enemy" for electric vehicles.

However, it is surprising that a year later, Toyota released 15 pure electric vehicles in one breath. Toyota Zhangan also announced that it would invest 35 billion US dollars by 2030 and launch 30 pure electric vehicles. At that time, it will be launched. The sales of pure electric vehicles take up one and a half.

The huge contrast around and after this is confusing, but it also shows that there is a huge conflict before new energy vehicles and fuel vehicles. And this conflict appeared a long time ago.

In 2003, a huge funeral was held in front of the Hollywood Eternal Cemetery in California. The "master" of the funeral is the world's first mass -produced electric vehicle -GM EV1.

In the 1990s, the US economy developed rapidly, but the problem of air pollution was becoming increasingly serious. The California Air Resources Commission requires car companies to sell at least 10%of the sales of vehicles in California in 2003.

As a representative of the American automotive industry, GM made the most active statement. Its huge sums of money to develop electric vehicle platforms launched GM1 in 1996, attracting a large number of people who pursue trendy technology.

However, EV1 just had some momentum, and the oil giant spent a lot of money on the newspaper, questioning its environmental protection value, and successfully prevented the proposal of new charging piles in California. In 2001, after the "pro -oil" Bush team came to power, it completely destroyed the possibility of the development of electric vehicles. In desperation, GM can only discontinue EV1.

In the "death" of GM EV1, an electric car company named Tesla was established. In the second year, one of the people named Musk on the list of shareholders.

At that time, Tesla found the engineer team of GM EV1, allowing them to participate in the research and development of the first model Roadster, and the "blood" of GM EV1 was continued.

Twenty years later, Tesla led the global new energy vehicle group and launched an impact on fuel vehicles again.

Not long ago, Musk said on Twitter: "If you still have to buy a fuel vehicle that does not support autonomous driving now, it is crazy, just like being riding and using a flip mobile phone."

The new forces of domestic cars also sneered at fuel cars.

At the Weilai ET5 conference at the end of 2021, Li Bin said amazing: "I don't understand at all. How nostalgia will buy oil cars. What else is good?"

At the Guangdong -Hong Kong -Macao Greater Bay Area Auto Show at the end of May this year, Yu Chengdong also used a similar metaphor to Musk: "Today's fuel vehicle is like a functional machine in the smartphone era."

Not only that, even people outside the car circle have to mix a foot.

Two years ago, Meituan Wang Xing once said that "buying fuel vehicles in 2020, just like buying Nokia in 2011." Of course, Wang Xing said, because he is a major shareholder of the ideal car. Essence

In contrast, BYD's executives rarely criticize fuel vehicles in public, but BYD, who is allergic to words, "quietly" suspended all fuel vehicles.

When the entire industry was promoting electrification, Toyota, the first global sales volume, sang anti -tuning three times.

In December 2020, Toyota Zhangnan participated in a press conference as the president of the Japan Automobile Industry Association. At the meeting, Toyota Zhangnan expressed strong dissatisfaction with the Japanese government's "banning" plan.

The background at that time was that the Japanese government was considering the ban on sales of pure fuel vehicles around 2035. During the same period, the Tokyo government also announced that it will no longer sell pure fuel vehicles by 2030.

Toyota Zhangnan believes that Japan is a country that relies on coal power generation. Electric vehicles may increase carbon emissions, and battery recycling treatment will also pollute the environment. Moreover, large -scale promotion of electric vehicles may paralyze Japan's power system. As soon as this statement came out, it triggered the group ridicule of the domestic media. He Xiaopeng also used Nokia's example on Weibo to ridicule Toyota as "old antiques".

For Toyota Zhangnan's remarks, most people believe that it is "the guise of environmental protection to protect the Japanese automotive industry." But objectively speaking, the problems mentioned by Toyota Zhangnan are real. This hat It is difficult to deduct his head.

In May 2021, the Japanese government officially decided to implement the above -mentioned policies. Toyota Zhangan once again proposed an objections, saying that "this policy will lose its advantage in the Japanese automobile industry and will lose Japan's 5.5 million jobs and 8 million vehicles output. "

This attitude aroused the dissatisfaction of Toyota's shareholders. Among them, the Denmark Pension Fund with a scale of 20 billion US dollars stated that "this harms Toyota's brand value and shareholders' interests. If its attitude is still not changed, we will consider selling the Toyota Motor shares held by the sale."

Half a year later, a dramatic scene appeared.

In December 2021, in the absence of signs, Toyota released 15 new pure electric models, including two major brands of Toyota and Lexus, as well as different levels of cars, sports cars, SUVs, and pickups, which almost showed it in a complete manner. Toyota's electric blueprint.

But it is strange that Toyota has not announced the parameter information of these models, including the body size, power, battery life and other data.

In other words, they are likely to be a semi -finished product made by Toyota in order to stabilize investors and outside confidence. As for how big their determination to transform, I am afraid that only Toyota Zhangnan knew it.

Today, the wave of electricization has swept the world, not only Japan, but other fuel vehicles are suspicious or even opposed.

In June of this year, when the EU proposed the "2035 Fuel Sale Program", the response to the old -fashioned powers such as Germany and Italy was the most intense.

German Finance Minister Lindona said that "fuel vehicles still have a market, the EU ban is wrong, we will not agree with this decision."

Former Italian Deputy Prime Minister Salvini also wrote on Twitter, "This is a gift to China, but for millions of workers in Italy and Europe, it is a disaster for banning fuel vehicles."

The research report released by the European Automobile Supplier Federation shows that in the transformation of electrification, the EU will reduce 500,000 jobs. The countries with the largest number of unemployed are Germany, Italy and Spain.

The reactions and measures of these countries have been in a strong contrast with China and the United States.

For the United States, it has been significantly lagging behind Japan and Germany in the field of fuel vehicles, and the sales of GM and Ford are similar to Toyota. Today, the United States has unknowingly stood on the same starting line with China, and can only be sent to realize the "curve overtaking" through new energy.

In addition, the energy safety issue also allows these two large energy powers to pay attention to the development of new energy vehicles. At the Yabuli conference in 2021, Wang Chuanfu said: "China imported more than 70%of oil, and 70%of imported oil should be imported. After the South China Sea transportation. The development of new energy vehicles to reduce oil consumption is more urgent than any country. "

In 1992, Qian Xuesen, the "father of missiles" in China, wrote a letter to Zou Jiahua, the then Deputy Prime Minister of the State Council:

"Now the United States, Japan, and Western Europe are organizing their respective technical forces to develop battery vehicles. Under this situation, we must not wait again. We should formulate plans immediately and catch up with ... China has the ability to skip a step and enter the car directly into the car. New Era."

Thirty years have passed. As the Crown of Manufacturing, the Chinese automobile industry has built a complete manufacturing system through the "market change technology" method, and has accumulated certain technology, but core technology and brand value always do not go up go

The rise of new energy vehicles has completely changed all of this. In the first half of this year, in China's automobile market, new energy vehicles have occupied 24%of the market share.

In this overtaking lane, whether it is the successive appearance of domestic new brands or the respective technical routes, it actually indicates that a future -the most intense competitive stage is about to start. But as Wei Ruifeng, CEO of Wei brand--

All technologies are progressing in debate.

——End —————

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