The sales of electric vehicle shading accessories are hot, and car companies push the business behind the panoramic sky curtain: the cost of lower parts, increase the battery life

The fire of TSLA.us has made the panoramic sky curtain a free trademark accessories. In the past two years, it includes Weilai (09866.HK/nio.us) and Xiaopeng (09868.hk/xpev.us). Many brands such as BYD, GAC Ean, Volkswagen, etc. have launched the panoramic sky curtain models.

However, since the summer, the temperature in many places in the country is as high as 40 ° C. From the windshield to the rear of the car, the panorama of a whole piece of glass has also been complained by many netizens. Some netizens have tested that the temperature near the panoramic sunroof position can reach 50-60 ° C, and some even showed 80 ° C photos. Many owners of the panorama above the head of the head complained that "the two days of ice and fire": Even if the vehicle air conditioner is turned on to the lowest temperature, the ice and the cold head of the hands and feet are like an electric blanket.

On July 31, the Red Star Capital Bureau noticed that after the summer, car sunscreen products were sold, and many online stores sold thousands of items. Because most of the panoramic sky curtain models are not marked with sunscreen equipment, many merchants provide sunscreen products specifically for panoramic sky curtains, including sunshade curtains and thermal membranes.

In fact, car companies admire the panoramic scenes. In addition to the sense of technology and fashion that consumers feel intuitively, there are also cost considerations. The panoramic sky curtain does not have the function of opening and closing. Compared with the traditional sunroof, there is no guide rail, driving motor, support rod, seal rubber shading plate and other parts. According to the research report of Merchants Securities Analyst Jiang Liu Sheng, the cost of panoramic sky curtain is 1,000-2000 yuan cheaper than the panoramic sunroof, significantly reduced the supporting costs of parts. In addition, the weight of the glass models of the sky -to -sky curtain is lighter, making the vehicle better energy saving and longer range.

Picture according to IC Photo

Tesla with a panoramic view of fire, many car brands follow

During the publicity of car companies, the panoramic sky curtain often depicts the excellent window of viewing the blue sky and white clouds and the bright starry sky, and the best choice to create a romantic atmosphere. However, when entering the heat, the owners of the panorama will also have a headache.

A few days ago, the video of the pilot of a Tesla's co -pilot took out the mineral water bottle and continued to cool the Internet on the roof of panoramic glass. The topic of "What is the experience of new energy vehicles in high temperatures" also appeared on Weibo hot search. Netizens have exposed the number of sunscreens such as umbrellas, straw hats, sunscreens, and roof newspapers in the car.

Tesla customer service responded to this, "If the car is hot, it is not just Tesla, all the cars are the same. Even if there is no oil car, it will still conduct a large glass in front of it. The temperature inside is the same, but Tesla is more intuitive to let people know how much temperature in the car is now. "And for how to solve the problem of too sun -exposed, the customer service said that you can go to Tesla Online Mall to buy shading curtain.

Prior to Tesla Model 3, rare domestic cars adopted a panoramic sky. The mainstream configuration at the time was the panoramic sunroof. After Tesla entered China, the panoramic sky curtain broke the size and field of vision of the traditional car sunroof, which greatly enhanced the sense of space, technology and fashion of the vehicle. Many independent car brands have followed, and have launched the panoramic sky -to -screen models in the past two years. Many automobile manufacturers use the panoramic sky curtain as a big selling point during publicity, and even show their advantages by the comparison of the area of ​​the sky and competition.

According to incomplete statistics from the Red Star Capital Bureau, in addition to the Tesla's full series, Weilai (09866.HK/nio.us), Xiaopeng (09868.HK/xpev.us), BYD, GAC Ean, Lantu, Volkswagen , Geely (00175.HK), Ji Yan and other brands have launched the panoramic sky -to -screen models.

In addition, not only new energy vehicles, fuel vehicles have also begun to be equipped with sky curtain glass, such as BYD Song Max, Lingke 05, Geely Emperor, Geely Icon, Ford Mondeo, etc.

According to the Research Report of Xingye Securities, the penetration rate of the sky in 2021 was 5.4%, an increase of 2.7 percentage points from 2020; the penetration rate of electric vehicles/fuel vehicles was 23.8%/2.0%, respectively. In 2021, the penetration rate of the newly listed models was 22.9%, an increase of 5.7 percentage points from 2020; of which the penetration rate of the new electricity models of electric/fuel fuel models was 41.8%/2.2%, respectively. It is expected that the overall penetration rate of the glass glass in 2025 is expected to be close to 30%.

Behind the panoramic sky curtain: reduction of parts and components, increase the battery life

As the automotive industry is getting more and more rolled, the panoramic sky curtain has become the standard for more and more models. However, some owners complained to the Red Star Capital Bureau, "The sunroof can be ventilated quickly, and it is applicable whether it is cooling, dispersion or escape. The sky curtain is only good -looking and hot, and it is very expensive." It's easy to use, but now most cars are like this, no choice. "

Earlier, Volkswagen Touang launched a "reverse selection package" to allow consumers to choose to reduce the configuration price and reduce prices.

The panoramic sky curtain has the advantages of increasing lighting, reducing the weight of the car, and increasing space in the car; the disadvantage is that the price of the panoramic sky curtain model is relatively high and the safety factor is relatively low. The most criticism of the owners is not sunscreen, and the heat heat difference is like a oven in summer.

Car companies admire the panorama. In addition to the sense of technology and fashion that consumers feel intuitively, there are actually considerations of car companies behind them.

The panoramic sky curtain does not have the function of opening and closing. Compared with the traditional sunroof, there is no guide rail, driving motor, support rod, seal rubber shading plate and other parts. According to the research report of China Merchants Securities, the cost of the panoramic sky curtain is about 1,000-3000 yuan. Compared with the price of the panoramic sunroof 2000-4000 yuan, it has significantly reduced the supporting costs of parts. In addition, the weight of the assembly sky -to -glass model is lower than that of the panoramic sunroof and sky -free models, so that the entire vehicle has better energy saving and achieves longer range of mileage. Many new energy vehicles are installed in the chassis position to occupy the interior space. The structure of the panoramic sky curtain is simple and can release a certain space. In addition, the sky curtain glass can make the space more visually open.

Ping An Securities Research Report shows that the cost of ordinary panoramic sky curtain glass is about 1,000 yuan; the cost of sky curtain with coating is 1500 yuan-20,000 yuan; and the cost of ordinary panoramic sunroof is about 3,000 yuan. According to its forecast, by 2025, the global and domestic sky -to -glass glass market space will reach 41.4 billion yuan and 12.1 billion yuan.

The panoramic sky curtain insulation is only 80 %, and the shade accessories are sold out

Tesla, Weilai, Xiaopeng, Volkswagen and other car companies said in publicity that their own panoramic sky curtain can effectively block ultraviolet rays, and the block rate is more than 99.9%. But UV prevention is only sun protection, and infrared anti -infrared rays are insulation. The heatstrokes of mainstream car companies are around 70 to 80 %.

Most of the car companies currently use non -color glass, sunny curtains and other methods to heat the heat. For example, the Weilai EC6 -day -to -day glass uses double -layer heat dissipation, which can isolate 83%of heat; the Volkswagen ID series panoramic sky curtain uses semi -tempered mezzanine glass, with an electric sunshade curtain, and the infrared barrier is 83%.

However, many panoramic sun screens are not standard. The Red Star Capital Bureau search found that "Wei Xiaoli" and Tesla are equipped with models of panoramic sunroof or sky curtains, and shading accessories need to be paid separately.

In the summer of this year, sunscreen products such as car sun shading, vehicle sunscreen, car sun umbrella, and heat insulation film have been sold in major e -commerce platforms, and the monthly sales of some merchants exceed 2,000 pieces. According to Tmall statistics, sunscreen search volumes such as car shade, vehicle suction, and car parasols exceeded 1000%year -on -year.

The Red Star Capital Bureau searched for the "panoramic sun screen sunny curtain" on a certain e -commerce platform and query thousands of products. Essence

The adaptive models are mainly Tesla, GAC Ean, Xiaopeng P7, Gee 001, asking about M5, Porsche, etc. A merchant who specializes in Tesla's sunny curtain revealed that the monthly sales were over 10,000 sets. His family also operates an online store that specializes in GAC Euan's sun -shaped. The customer service said that it was sold well because these panoramic sky -sized cars were not standard for shading curtains, and it was too expensive to buy in car companies.

Most consumers liked car sunscreen products, saying that the temperature in the car was indeed significantly reduced. However, some Tesla car owners told the Red Star Capital Bureau that it was still not hot to be equipped with sunshade, so beware of children's burns.

Some car companies bluntly said to the Red Star Capital Bureau, "As long as this weather is a vehicle that has been parked for a long time, whether it is a sunroof, sky, steel plate ceiling or a sunny curtain, the temperature in the car will be very high. It is recommended to turn on the air conditioner in advance before getting on the car. "

Red Star News reporter Wu Danruo

Edit Yang Cheng

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