For Sun Wei, who lives in Chaoyang District, Beijing, in addition to welcoming new life, another top priority in the second half of this year is "waiting for the bus."
"My daughter-in-law and I chose BYD Song PLUS DM-i early, but the dealer told me that the order will be scheduled for two months." Sun Wei jokingly said that he always comforted himself. This is a kind of "happiness." Trouble", "After all, buying a car involves the lives and property safety of the whole family. It's like buying up or down. Buying this kind of good sales and high market share will definitely make me more at ease."
In fact, from the central government’s “carbon peak and carbon neutral” goal, more and more car companies have proposed clear “carbon reduction” goals or “carbon neutral” timetables, and then they are becoming more and more willing to create new goals. Consumers who are paying for energy vehicles, the scene of China's new energy vehicle market vividly interprets the truth of "the big river is full of water, but the river is full".
According to data recently released by the China Association of Automobile Manufacturers, in June this year, new energy vehicles and exports continued to perform strongly. The penetration rate of new energy vehicles (the proportion of new energy vehicles in total vehicle sales) has exceeded 12%, and its sales have also refreshed. historical record.
In the first half of this year, under the influence of unfavorable factors such as the shortage of automotive chips and rising raw material prices, the cumulative sales of new energy vehicles have been at the same level as that of the whole year of 2019. Among them, pure electric vehicles exceeded 1 million, and the penetration rate of new energy vehicles has also increased from the beginning of this year. Increased from 5.4% to 9.4% in the first half of this year.
"In June this year, the sales of new energy vehicles hit a new high, and the market share of Chinese brand passenger cars increased. These all indicate that emerging kinetic energy is gradually expanding." Xu Haidong, deputy chief engineer of the China Automobile Association, predicted that the annual car sales are expected to reach 27 million. Vehicles, an increase of 6.7% year-on-year.
Among them, sales of new energy vehicles are expected to reach 2.4 million, a year-on-year increase of 76%.
"Big rivers have water, small rivers are full, small rivers are full of water, big rivers are full." For ordinary consumers like Sun Wei, with a dazzling array of new energy vehicles to choose from, can they embrace a better life with hope; and for the Chinese automobile industry Especially for 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 corporate transformation.
Subverting the traditional pattern of the era of fuel vehicles, why can Chinese brands "counterattack"
"Recently, the demand for Song PLUS DM-i is very high. You may need to wait about 3 months." Recently, the reporter visited BYD Huanyao Shengyuan 4S store on the spot, and the staff told reporters that the owner of Song PLUS DM-i and other hybrids Power models, "There are also customers questioning 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 sweltering weather, there were four or five groups of customers visiting in just one hour.
Mr. Hou, the owner of the post-95s car, said that he chose Song PLUS DM-i because of two words-fuel-efficient and environmentally friendly.
"In a word, it can run farther than pure electric vehicles, and is more fuel-efficient and more environmentally friendly than petrol vehicles, which fully meets my car needs.
"Facts have proved that once the purchase cost drops to a certain level, new energy vehicles can form a dimensional reduction blow to fuel vehicles." Cui Dongshu, secretary general of the National Passenger Vehicle Market Information Joint Council, believes that in the past, new energy vehicles and fuel vehicles of the same level existed. With a large price difference, the two markets are relatively independent. After BYD launched the Qin PLUS DM-i in March this year, it directly lowered the price of plug-in hybrid models to the same level as the joint venture brand fuel vehicles.
He told reporters bluntly: "The purchase threshold is not high, and the use cost and driving experience are better. Only such new energy vehicles can truly be called'fuel vehicle disruptors'."
Statistics show that in June this year, BYD's new energy vehicle sales reached 40,116, a year-on-year increase of 207.1%.
Among them, 20,100 DM models were sold, and 21,016 EV models were sold, both setting new sales records.
In June, the sales of BYD Han, a medium and large sedan, were 8386. The new generation of Tang DM increased by 134.8% year-on-year, Qin PLUS DM-i increased by 67.3% month-on-year, and BYD e2 increased by 161.8% year-on-year. Sales of PLUS DM-i increased by 414.2% year-on-year.
An impressive contrast is that on the one hand, Chinese brands such as BYD, Weilai, and Xiaopeng are steadily increasing in the new energy vehicle market. On the other hand, joint venture brands and even traditional luxury car brands have been gradually "squeezed out" from the list. Outside.
According to data released by the China Automobile Association, the penetration rate of new energy vehicles of Chinese brands is as high as 28.4%, the penetration rate of new energy vehicles of traditional luxury car brands is 14.2%, and the penetration rate of new energy vehicles of mainstream joint venture brands is only 2.2%.
"This year, the annual sales volume of new energy vehicles in China will exceed 2 million. It is not a problem. In particular, the "dual carbon" target will further optimize the internal and external environment for the development of new energy vehicles." In the view of Shi Jianhua, Deputy Secretary-General of the China Automobile Association With the advancement of new energy vehicle technology and the increase in cruising range, consumers have become more and more accepting of new energy vehicle products, and the new energy vehicle market has entered a real marketization stage.
When the trend of the auto industry becomes more obvious, can Chinese auto brands seize such a golden opportunity?
"Carbon neutrality" timetable is clear, decarbonization of the auto industry still needs technology first
"Technology, technology, or technology." When talking about the reasons for the new high sales of new energy vehicles in June this year and the rising market share of Chinese brand passenger vehicles, Professor Pan Helin, Executive Dean of the Institute of Digital Economy, Zhongnan University of Economics and Law To put it bluntly, China is not only the world's largest auto market, but also has a clear goal of "carbon peaking and carbon neutrality."
"It should be said that the proposed goal of'carbon peak and carbon neutrality' 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 vehicle industry chain and supply chain are relatively complete. , And has achieved a certain advantage in the field of power batteries. For example, Chinese companies 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 fully carried out the construction of charging piles and replacement power stations. Layout, which is conducive to improving the consumer experience of users.
"The development of new energy vehicles is undoubtedly a good opportunity for China's independent brands to "change lanes and overtake"." He said that battery technology will greatly determine China's position in the new energy vehicle industry chain. At the same time, new energy vehicles can better compete with smart cars. The integration of networking technologies, “like autonomous driving technology and brand-new in-vehicle audio-visual experience, will provide users with a completely different car experience from the past, which may even subvert the current global automotive industry.”
"At present, only from a technical point of view, Chinese brands have achieved a comprehensive surpass, whether it is styling technology, or the core technologies of new energy vehicles such as batteries, motors, and electronic control, as well as intelligent technologies such as intelligent networking and smart cockpits. The technology level of joint venture brands has led the development of global new energy vehicles.” Not long ago, Wang Chuanfu, Chairman and President of BYD Co., Ltd., publicly stated that the proportion of new energy vehicles in the Chinese market is expected to reach 70% in 2030, while Chinese auto brands The market share is expected to reach 60%.
According to him, since last year, BYD has introduced two subversive technologies, namely blade battery and super hybrid DM-i. The blade battery solves the safety pain points that the market is most concerned about, and the super hybrid DM-i accelerates the development of new energy vehicles to fuel vehicles. Substitute.
"The automotive industry is in a critical period of change. The change requires innovative technologies to 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 mileage. 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 longer period of transition, 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 hybrids have to solve the problem of 2/3 car-free in China. The family's car purchase problem, "let the family's first new energy car be gas or electricity."
Senior media person and auto industry analyst Yang Xiaolin also reminded that the new energy vehicle market is still in the "consumption early adopters stage" as a whole.
"Chinese auto brands are better than mainstream joint venture brands in cost control and intelligent experience, so they will have more advantages in the early stage of market competition and can grab more market share. But we must also pay attention to German brands such as Volkswagen, Audi, and Mercedes-Benz have all begun to actively respond to the challenges brought about by'carbon neutrality'.” Yang Xiaolin suggested that Chinese brands should accelerate the embrace of electrification, accelerate the upgrading and iteration of the industrial chain, and timely update the concept release.” The goal of “carbon neutrality” has been gradually implemented in practical actions.
Better new energy vehicles support more green dreams
As the main mobile travel tool for human beings, cars often travel across regions, and their intensity of use and transportation turnover are usually closely related to the usage scenarios of car owners, the local economic structure and even the industrial layout.
Therefore, some people said with emotion that compared with other industries, the carbon emission composition of the transportation industry is more complicated.
"From the perspective of solving local environmental problems such as cities, the promotion of electric vehicles has an obvious positive effect. However, from the perspective of the overall situation and the full life cycle of electric vehicles, there is still a lot of progress on the road to carbon neutrality. Improve the space." Tu Ruihe, the representative of the United Nations Environment Program in China, said in an interview with reporters that the core issue of achieving "carbon neutrality" is the production, transmission, storage and use of energy, so the most fundamental way is to transform the energy structure. , To 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 become a "must-answer question" faced by many Chinese car companies.
"In 2008, we proposed the corporate vision of'solar energy + energy storage + electric vehicles'. At that time, the outside world did not understand BYD. But now, as my country's goal of'carbon peak in 2030 and carbon neutral by 2060' It is proposed that all the industry sectors involved in the vision film have become the current outlet.” Recalling BYD’s entrepreneurial process, Wang Chuanfu said with emotion that no one would have thought that solar power generation could reach RMB 15/W to RMB 1.3/W .
"BYD insists on being driven by technological innovation, adhering to the green dream, and providing effective and grounded solutions for carbon neutrality and the sustainable development of human society."
Obviously, the realization of "carbon peak and 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 Chinese auto companies have the duty to cultivate consumers' habit of using new energy vehicles and create more marketable and good products." Yang Xiaolin concluded.
Although the road is tortuous, countless people have already acted because of the common goal of "carbon reduction."
In the trend of selling new energy vehicles with full stamina, every consumer's vote with their feet and every new energy vehicle that goes offline will eventually contribute to the green dream of mankind.
China Youth Daily·China Youth Daily reporter Xu Yajie Source: China Youth Daily