Lantu, Nezha, etc. enter the game, the extended process has now become fragrant?

This article was original by Sutoo123

Author / Hao Danchun

When you go through a storm, please raise your head and don't be afraid of darkness. At the end of the storm, it is a golden sky ...

Earlier this month, a number of new forces of cars have announced the sales results of last month. Thanks to the gradual improvement of the epidemic, and the resumption of production of automotive companies and component manufacturers, the new energy vehicle market in May finally passed through the dark moment, ushered in the long -awaited great blood.

Last month, a number of car companies delivered a rise in volume. Among them, the ideal, Nezha and Xiaopeng Automobile were ranked among the top three of the delivery list, and the delivery of 11,496 vehicles, 1,1009 vehicles and 1,0125 vehicles was achieved, an increase of 175.8%, 24.92%and 12.48%from the previous month. In addition to the top three car companies, Zero Run and Xiaokang also achieved a single monthly sales of more than 10,000. At the same time, the delivery of new energy vehicles in the ideal, zero -run, and well -off shares has returned to the level of March.

Among them, the ideal car with a faster recovery of delivery has attracted the attention of Sutu.com. In 2021, the delivery of the ideal car was about 90,500 units, an increase of 177.4%from the 32,600 vehicles in 2020; the cumulative delivery of 31,700 units in the first quarter of 2022, an increase of 152.1%year -on -year. Since the delivery, a total of 155,800 vehicles have been delivered. While this achievement has attracted attention, it has gradually accepted the extended route, and even began to attract other car companies to enter the game.

Although the extended technology route of the ideal car has been controversial, it won the first place in the domestic and medium -sized SUV markets with the ideal ONE in the country.

From the initial controversial to the wide recognition of the market, why did the extension ideal car become fragrant?

Ideal ONE 式 Extension

To clarify this problem, we must first know what the extension is?

In the academic world, the extension is defined as a series of hybrids, which is a very primary and entry hybrid technology. Therefore, in the eyes of some car companies, the extended process is a low -end technology of "not putting on the table".

Volkswagen Feng Sihan was asked how to think of the extension technology, and once expressed a very fierce point of view: an extended electric vehicle is a good solution for cycling, but it is nonsense for the entire automotive industry and the energy saving and emission reduction of the earth. The worst solution, because fuel power generation is very environmentally friendly. If we continue to burn fossil fuel and use oil to generate electricity, then there is no need to do electric vehicles.

Specifically, the extension of the vehicle depends mainly on the motor to drive, and the engine only acts as the role of "power generation". Its working process is to drive the generator to charge the battery, and the power in the battery will then drive the vehicle through the motor output.

In addition, the extended process is strictly a plug -in hybrid. However, the extension of the engine does not directly drive the vehicle or there is no gearbox; while the hybrid is not power, the engine will directly drive the vehicle, which is no different from traditional fuel vehicles.

It is worth mentioning that extension hybrid vehicles can apply for "green cards" in most cities in China. The free purchase tax is not limited, and it is more convenient to travel.

As a result, we can get such a formula for the advantages of extension cars with pure electric vehicles: 0 battery life anxiety +0 purchase tax+some cities to issue new energy license plates for free.

So, where is the ideal one "special incense"?

As we all know, the ideal ONE was born at the end of 2019. At that time, the new energy vehicle market showed three characteristics: short -term battery life, incomplete charging network, and high product prices. Among them, the most headache for consumers is the short battery life and inconvenience.

In this context, the price of 328,000 yuan, an extended electric vehicle with a comprehensive battery life of more than 800km -ideal ONE stands out, and Slogan, which has "smart electric vehicles without mileage anxiety", quickly became the explosive model of the new energy vehicle market. product. According to the data, the ideal ONE has a range of 1080km under NEDC comprehensive operating conditions and 188km of pure electric battery life.

In addition to no endurance anxiety, the ideal ONE also accurately cut into the two major pain points of "intelligence and technology" of new energy vehicles. Based on the principles that can be equipped with non -options, whether it is seat heating, air purification and other comfort configuration configurations It is still driving assistance such as the mobile APP long -range vehicle control, intelligent car search, etc., and the ideal ONE is all available. In terms of the most concerned autonomous driving, the ideal ONE provides the driver with the ideal AD intelligent auxiliary driving system. The system is self -developed by the ideal car autonomous driving team, including visual perception, sensor fusion, decision -making, planning and control.

In addition, the ideal ONE inherited the "big is good" side after aiming at the positioning of the medium large SUV. It is positioned in the new energy high -end automobile market and is competing with BBA, allowing consumers to enjoy the experience of driving below BBA and enjoy the experience of driving. At the same time, the ideal one made up for the shortcomings of the BBA without 7 cars.

Of course, as an important mobility tool, the mission of commuting in daily life is also particularly important. Based on this, under the same budget, many fuel vehicles potential consumers will be willing to try new energy vehicles like ideal One.

Therefore, from the perspective of Sutu.com, the reason why the ideal one is selling, in addition to the unpredictable mileage anxiety, avoiding the current problems of current electric vehicles, but also rely on product positioning Essence In other words, the emergence of the ideal ONE mainly lies in the extended electric technology route that is not subject to the current status of charging infrastructure construction, and it coincides with the "timing" of a significant decline in subsidies for new energy vehicles.

Can the success of the ideal ONE be copied?

Perhaps the success of the ideal ONE provides a reference for other car companies, or the current pure electric vehicles are still in the development period, and many problems still need to be resolved. Many car companies have begun to choose an extension route and launch an additional range of electric models.

Among the car companies, Lantu launched Dongfeng Lan Tu FREE extended version, Huawei officially launched the AITO question world M5, Changan Deep Blue also released this month the deep blue SL03, Nezha Motor also announced its first one to announce its first paragraph Car Nezha S will provide an extension version and a new entry in the car industry to travel to the home car. They also choose the first model of the first model to travel to the home NV to provide two power versions of pure electricity and additional process ... Use extension to expand its new energy market share.

However, it is regrettable that the extended version of Dongfeng Lan Map FREE's extended version is not satisfactory. In the first 4 months of this year, only 4,727 units were sold; although the sales of M5 rose rapidly, the listing of the listing was 2 months after the listing of 2 months. The delivery has exceeded 10,000, but in addition to the advantages of the vehicle system that other cars do not have, it is not colorful in terms of automotive product power (power, comfort, safety configuration, auxiliary configuration, etc.). When it fades, you will get cold quickly ...

In addition, this time, although the battery technology in 2022 has not improved in 2022, many pure electric vehicles are also adding a total battery life with a large -capacity battery. Tesla Model 3 can achieve a battery life of more than 600km with a series of battery capacity of 67kWh, and achieves a high energy consumption ratio. With the gradual improvement of the charging infrastructure, it also shows that the future of pure electric products is still a big direction, and the market share for the extension of the range is even less.

In terms of policy orientation, in addition to Beijing, Shanghai also announced that starting on January 1, 2023, it will no longer issue a special license amount for plug -in hybrid (including extension) cars. This means that all plug -in hybrid models, including the ideal ONE, will lose the "favoritism" of Shanghai, an important new energy vehicle market in Shanghai, and encounters the test of sales. This is one of the reasons why ideals will consider launching two pure electric products in 2023.

It is worth mentioning that there were some car companies "testing water" over-range electric vehicle routes before the ideal car, such as BMW i3Rex, GAC Trumpchi GA5 and Chevrolet Vo Lama, and the famous Nissan Note E-POWER, but the market The grades are not ideal. And this also seems to indicate the final ending of the extension of the range of cars.

It can be said that in addition to abandoning the idea of ​​copying the ideal ONE at this stage, car companies also need to formulate corresponding countermeasures based on the existing new energy vehicle direction.

Another direction of the extension car

If an extension of the range of cars is just a transition, why do car companies enter the bureau?

According to data from the Federation of Federation, in 2021, my country's new energy vehicle sales cumulative sales of 2.989 million units throughout the year, an increase of 169.1%year -on -year. At the same time, the penetration rate of new energy vehicles in China's passenger car market also increased rapidly from 2.4%in 2017 to 16.0%, rapidly to 25%in 2022. In 2022, the industry's prediction of sales of new energy vehicles is expected to exceed 5 million vehicles.

At present, domestic new energy vehicles have become the Red Sea market, and new forces of vehicles have been shuffled through a round of shuffling. Weilai, ideal, and Xiaopeng became the first echelon. In 2021, revenue increased by 122.3%, 185.6%, and 259.1%in 2021, respectively. Essence

In addition to the new forces of vehicles, a number of new technology companies that accelerate the entry have emerged, such as Xiaomi Group, Baidu, Huawei, Hon Hai Technology Group, etc. After the awakening of traditional car companies such as Geely and GAC, it also accelerated the pace of transformation towards the intelligent electric field. Tesla, which delivered more than 400,000 vehicles throughout the year, and nearly 600,000 BYD, have already firmly occupied the market. As a result, Sutu.com believes that car companies have deployed extended car tracks, perhaps because of the current electrification track pattern.

In addition, car companies choose to lay out an extension track may urgently find new profit growth points.

Taking Changan as an example, in 2021, Changan New Energy's cumulative sales volume was only 1,00075 units, of which Changan Benben 76,381 units, accounting for 76.32 %. As the cost of upstream raw materials of new energy rose, Changan Benben E-Star has also fallen into difficulties such as low profits and insufficient production capacity in the factory. In addition, the pain points of the weak profit of Changan's independent brands still exist to this day, and the total revenue of the two major joint venture brands accounted for 88%.

The overall revenue is not high behind the "winning victory". According to the public announcement of Nezha Automobile, in the first half of 2020 and 2021, Nezha Automobile realized revenue of 1.297 billion yuan and 1.631 billion yuan, respectively, and net profit lost 1.321 billion yuan and 693 million yuan, respectively. In addition, it is difficult for Nezha to get rid of the low -end label. Add an extension version of the latest Nezha S coupe, which is also related to Nezha's revenue growth. Zhang Xiang, Dean of the New Energy Vehicle Technology Research Institute of Jiangxi New Energy Technology Vocational College of New Energy Technology, has publicly stated that: Chinese car companies can choose to enter a rational enrollment range. The attractiveness of energy potential users. The extension route provides a good "route combination" to promote China's new energy vehicle brand to surpass overseas brands. At the same time, the B -Class B and C -Class segment market also meets the increasing consumer demand of Chinese consumers. Once it has business opportunities and reasonable business models, it is not impossible for Chinese car companies to achieve curve overtaking by extended process.

There is no doubt that before the arrival of the pure electric era, the extended hybrid will play an extremely important role in the automotive market. With the rise of a large number of extended models, the new energy vehicle market that has approached the stable new energy vehicle may usher in new changes. At present, although BYD, Tesla and Xiaopeng and other car companies run online on the front end on the road of pure electric technology, there are also the possibility of being overtaken by the "two legs walking" opponents.

Various signs show that the rise of the extension track is definitely the "big return photo" of the new energy vehicle track, which emits the most dazzling light before the official exit of the historical stage ...

At the end

For the ideal car, the current sales results are not enough to ensure that it has a wide enough track in the future. In addition, due to the extended technology route that the ideal car persistence, it has no obvious advantage compared to the traditional car companies that are transformed at this stage and cross -border players such as Xiaomi and Baidu. The advantages of manufacturing are overtaken. The ideal choice of the ideal choice may become the biggest cumbersome that drags the ideal to the future.

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