Collectively singing the hybrid technology, the last stubbornness of traditional car companies?

The "saliva war" of Li Ruifeng and Huawei Yu Chengdong's "saliva war" quickly set off a debate on the public opinion field. Just as the people eating melon, the Great Wall's Lemon DHT hybrid system appeared in the propaganda draft of many media in a timely manner.

I thought that the argument was about to end, but the saying of "Geely Hybrid Clear Plagiarism of Chery Motors" spread widened. In a new round of true and false public opinion, few people paid attention to whether the two sides had patent infringement issues, and the focus was concentrated on familiar nouns such as hybrids and DHT.

Whether it is the intention at the public relations level, or the friction of the core interests, the annual sales volume of domestic electric vehicles exceeds one million units, and the market has a special node with more than 10 million units. Technology is "brushing" in unprecedented intensity.

The clever time choice, violent public opinion, and endless controversial topic, seemingly behind the seemingly hidden preparation of Yangmou.

01 Let's start with a wave of noun analysis

For many people, "hybrid" is not an easy-to-understand vocabulary. It is the naming of hybrid technology in domestic car companies. Speaking, the degree of brain burning is never lost to the battery type of electric vehicles.

In order to help everyone understand the principles of hybrid technology, I tried to divide the current popular hybrid technology into three categories in the technical structure:

The first is the series type. That is, the "extension" that often hear, is characterized by the engine only generates power generation, and then drives the wheels by the motor. Because the entire system is first -level, it is named as a series of hybrid power. The configuration is the simplest and the earliest hybrid technology.

In the early days, there were not many models that used series structures. The models with a high cognitiveness were Nissan Xuanyi E-POWER. It focused on low fuel consumption under the urban conditions, but the fuel consumption performance in high-speed scenarios was not optimistic. After entering the era of electric vehicles, the "extension" models such as ideal ONE and asked about M5 have appeared. They also adopt the series configuration, but the additional large -capacity battery and charging interface are added.

The second is the co -connected configuration. Corresponding to the series configuration is the parallel configuration type. The engine is coordinated only with the gearbox and cannot be used for power generation. The motor is mainly powered by the battery pack. Once the battery is insufficient, not only the fuel consumption has risen sharply, but the driving experience is also greatly reduced.

Figure: Honda I-MMD hybrid system

The series of collateral configuration that upgraded the series of connected configuration and parallel configuration, which can be said to be the most popular hybrid technology, which can allow the engine to drive the wheel and power generation for the battery pack. Honda's I-MMD and BYD DM- I. Geely's Thunder Shenzhi Hi · X, Great Wall's Lemon Intelligent DHT, etc. are all hybrid technologies of skewers. Because of the switching of different driving conditions, the logic of hybrids is relatively high.

The third is the power diversion configuration. Mainly form a power distribution device through a planetary gear set. At low speeds, you can drive the planetary gear set to drive the vehicle with electricity. The engine starts in the hybrid mode. Some of the power is used as a driving vehicle, and the other part is transmitted to the motor auxiliary driver vehicle.

The structure of the power diversion configuration is not complicated, but it is necessary to accurately match the coupling operating conditions between the motor and the engine. It is still the "exclusive" of Toyota. Although the power diversion configuration has excellent fuel -saving and peacefulness, the tolerance tolerance of the Holy Star Gear Group has limited tolerance, which has led to a conservative power adjustment. In addition, the lack of large battery packs and charging ports. , Failure to be included in the "new energy" ranks.

Because of the different structural structure, the "hybrid technology" forms an invisible contempt chain. The collateral configuration often does not look at the series configuration, and generally treats Toyota as a peak that must be over. The argument between Li Ruifeng and Yu Chengdong is the extension of the "contempt chain" to some extent, and at the same time, it is also mixed with some selfishness.

02 An interesting time point

After all, hybrid technology has been launched for more than 20 years, and the M7 of Yu Chengdong's platform is not the first model of the main process mode. Traditional car companies chose to create momentum for hybrid technology at this time, obviously not pure hot spots, but to push the hybrid market to the explosive period.

If you take a little inventory of the evolutionary history of hybrid technology, you can be divided into three stages in the order of time:

The first stage was from 1997 to 2012. Toyota's THS covered the sky in the global hybrid market. Domestic host manufacturers in the same period were still making engine manufacturing. The second stage was from 2012 to 2021. Honda launched i at the end of 2012. I launched i at the end of 2012. -MMD gradually opened the pattern of "two-field" monopoly hybrid vehicle; the third stage was after 2021, and domestic hybrid technologies such as BYD DM-I, Thunder Smart Hi · X, and Lemon Smart DHT all moved towards the market.

From the timeline, it can be seen that domestic host manufacturers have been behind Japanese companies in hybrid technology. After many years of touches.

For example, BYD launched the hybrid model F3DM in 2008, and adopted a co -connected configuration with electrical drive -based and the engine direct drive. At that time, BYD lacked the technology of developing high -efficiency engines, and the control of the co -connected structure was too complicated, and the products were basically not competitive.

It was not until 2014 that BYD launched the second -generation hybrid technology. It no longer adheres to the original energy saving concept and regards performance as the main purpose of hybrid. Therefore Only under extremely harsh conditions will enter the parallel mode.

After nearly seven years of running-in, BYD launched the DM-I system in early 2021, but it was almost not too much with the previous hybrid system. The power and battery capacity, and returned to the structure of the collaterals, and successively equipped with best-selling models such as Han DM-I, Qin Plus DM-I, Song Plus DM-I.

The process is also twists and turns.

It is rumored that Geely began to develop hybrid technology in 2005. During the period, he experienced the change of MHEV to PHEV. He even wanted to repeat Toyota's "Planetary Gear Electrical Coupling System", and a company called "Keli Yuan". Jointly develop the CHS hybrid system. The development of a new generation of hybrid systems began in 2018, and gradually unified the planning of all power assemblies. In 2021, the Thunder Shenzhi Hi · X was launched, including two sets of oil electric hybrids and plug -in hybrids.

Domestic car companies finally prepared for the sprinting hybrid market in 2021, but the limelight of the automotive market has already occupied new electric vehicles and car manufacturing forces.

03 Man -made "home advantage"

The development cycle of hybrid technology is long, but the changes in the automotive market have changed quickly. In the long years of domestic car companies to catch up with the "two fields", electric vehicles have grown at an amazing speed in the Chinese market. A large number of new forces have quietly prepared for the restructuring of the inherent pattern of the automotive industry.

According to data from the Federation of Federation, the preservation of electric vehicles in the domestic market reached 10.33 million units in April 2022, and traditional car companies have reached the most dangerous time.

In the list of global new energy models in the first half of 2022, in the top ten models, BYD's hybrid and electric models occupied 5, although the cumulative sales of five models are less than Tesla's Model 3 and Model Y However, BYD's strong position in the new energy market. Great Wall, Changan, Chery, and Geely and other fuel vehicles are not lost in BYD's domestic brands, but they missed the top ten lists.

If the sales data is subdivided, the hot -selling models of the new forces of new vehicles such as ONE, Weilai ES6, and Xiaopeng P7 are generally more than 250,000 yuan. Most of the prices are below 200,000 yuan. Although Wuling Hongguang, Chery, Changan, GAC and other car companies are ranked among sales, the sales volume can be concentrated in range below 100,000 yuan.

The hidden signal is quite dangerous: in the macro background of "two carbon", new energy is an unquestionable trend, but many traditional car companies have failed to seize the opportunity window for new energy; Sales, the door to the high -end market is being locked. If you want to rewrite the potential pattern of the automotive market, the hybrid technology with relatively high technical thresholds can be said to be the most favorable weapon for traditional car companies.

Especially in 2022 with high oil prices, hybrid models that have eliminated mileage anxiety and fuel consumption anxiety, and under a large wave of raging brand marketing, became the best choice in the hearts of countless users. Faced with the valuable new window period, traditional car companies naturally want to rely on hybrid technology to pull back a game.

According to the statistics of the Euou think tank, China's smart electric vehicle sales in 2021 were about 1.333 million. It is expected that it is expected to reach 8.382 million units in 2025, and the penetration rate in new energy vehicle sales will reach 61.7 %. If you miss the "turning bureau" in 2022, traditional car companies will probably lose market dominance. The reasons for collectively singing hybrid skills such as Chery, Geely, and Great Wall will be self -evident.

Perhaps there is another explanation.

Just as Zeng Qinghong, chairman of GAC Group, complained at the 2022 World Power Battery Conference: "At present, the cost of power batteries accounts for 60 % of the total cost of the car. Aren't we working for Ningde Times?" As the price of power batteries is too high, most of them are too high, most of them are too high, most of them New energy vehicle companies are in a state of losing money. To get out of the quagmire with sales and no profit, it is almost the only option to rely on the hybrid technology that rely on less power batteries.

No matter what reason, the rapid increase in the hybrid technology is a signal that traditional car companies have taken the initiative to try to create a "home advantage" in the new track.

04 new forces of car construction

The efforts of traditional car companies are not effective, and sales are the most intuitive vane. In the first half of 2022, the sales volume of domestic pure electric vehicles was 1.745 million, a year -on -year increase of 107.8%; plug -in hybrid vehicles sold 502,000 units, which was not as good as one -third of pure electric vehicles, which could increase by 194.3%.

The ball seemed to be kicked on the new force of the car building. Facing the fierce hybrid wave, would the new forces of the car building kept up with the hybrid trend?

The brand of ideal, AITO, Lantu and other betting -end technology may be the closest player from the hybrid. However, the ideal founder Li Xiang has publicly stated publicly that the extended process is ideal as a "transition route", and eventually he still has to move towards pure electric. Huawei Yu Chengdong regards the processing model as the most suitable new energy vehicle at present, but also adds the prefix conditions of "improvement and popularity of charging piles".

Tesla CEO Musk's attitude is much more vivid, and speaks publicly on social media: hybrids are just a short stage in the development of the car. It is time to abandon the hybrid car. Xiaopeng Automobile CEO He Xiaopeng euphemistically expressed his opinion at the 14th China Automobile Blue Book Forum: Xiaopeng gave up the hybrid car and said that in the process of transformation of traditional fuel vehicles to new energy vehicles, hybrids are inevitable The existence has huge market demand. However, after 2023 and 2024, hybrid models will gradually decline, and at the same time, they will bring different challenges due to different technical routes.

Regardless of the words of He Xiaopeng's end -of -water master, or Musk's flags, there are almost no new forces of car building for mixed technology. Those waiting for the new energy market may be the increasingly fierce confrontation between pure electricity and hybrids, and may even exceed the level of public opinion.

For example, Weilai has spread the news that the third brand has been launched. The new brand will focus on the low -end market below 200,000 yuan. It is thought that the second brand "Alps" aimed at the 150,000 to 300,000 market interval, which means that Weilai Zhengzheng Try to impact BYD's advantage market, and the past market balance is about to be broken.

Moreover, the "internal contradictions" of the hybrid camp can no longer be avoided. BYD sold 314,600 plug -in hybrid vehicles in the first half of 2022, with a market share of more than 50%and a year -on -year increase of 454.22%, which was more than double the overall market growth rate. Traditional car companies such as Chery, Changan, Geely and other traditional car companies want to make up for the shortcomings of new energy models. The first thing that needs to be dealt with is a direct contest with BYD.

The relatively optimistic scene is: almost two or three years ago, almost many people questioned the trend of electrification, but under the rendering of mileage anxiety and difficulty in replenishment, coupled with the marketing of traditional car companies for the marketing of hybrid technology, the market The cognition is changing quietly, and more and more consumers choose to invest in the mixed arms.

Traditional car companies have come to the last entry voucher of the new energy market. Whether the opportunity may be converted into sales and market share, and after all, I still have to return to the product. At least for the time being, only BYD has caught the hybrid dividends in China, and other manufacturers are still working hard.

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