Chinanews, Chongqing, June 14 (Ma Jiaxin) The goal of "carbon peak" and "carbon neutral" has brought new challenges and opportunities to all walks of life.
As a pillar industry involving multiple upstream and downstream industries in the industrial chain, how can the automobile industry play a main role in achieving the goal of "carbon peak" and "carbon neutrality"?
How can new energy vehicles realize the value creation and upgrade of the entire life cycle of the industry chain?
What are the development pain points and solutions for new energy vehicles?
The 2021 Chongqing International Auto Show will be held here. New car-making forces such as Xiaopeng, Ideal, and Zero Run will gather at the 2021 China Automotive Chongqing Forum to discuss the development of the automotive industry under the new pattern.
Wu Baojun: New energy vehicles face three major pain points
"2021 is the first year of the outbreak of new energy vehicles. Almost all customers will consider electric vehicles when comparing cars. At the same time, breakthroughs have been made in new energy vehicle technology, and the integration of electrification and intelligent technologies has accelerated. Continuous development." Wu Baojun, the co-founder, director and president of Leapfrog, believes that the technological change led by new energy has brought huge uncertainty to the entire industry, and the new energy automobile industry is still facing several major pain points.
The first is the uncertainty of the development of battery and charging technology. The speed of commercialization and technological development have not yet fully met the efficiency requirements of new energy vehicles.
The second is that the cost is difficult to control.
The cost of engine and transmission system only accounts for 25% of the cost of traditional cars, while the cost of the "three powers" system of new energy vehicles accounts for 50% of the cost, and the main raw materials of the "three powers" are lithium, copper and other commodities. Prices have soared, copper and lithium are among them, making the situation worse.
The third is that the scale of sales is far from that of traditional cars.
Domestic new forces build cars, and a single OEM has not yet seen an enterprise with an annual sales volume of more than 200,000 new energy models.
For traditional cars, 200,000 vehicles have just crossed the threshold of life and death, 600,000 vehicles are the threshold for large-scale competition, and only 1 million vehicles can initially determine who is the hero.
How to solve the above pain points?
"Fast is the way to respond to industry changes. Technology must be iterated and integrated quickly, and sales must grow quickly to gain opportunities in the ever-changing industry wave." Wu Baojun said.
Yang Dayong: "Carbon Neutrality" is a huge system engineering
Yang Dayong, general manager of Changan New Energy, believes that due to the relatively long automotive industry chain, the "carbon neutrality" of the automotive industry is a huge system project that should include the entire circular economy.
Taking a fuel-fueled SUV as an example, according to carbon calculations, the proportion of auto parts manufacturing is 14%, the vehicle manufacturing process is 1%, the fuel production process is 9%, and the carbon emissions of the entire life cycle fuel use reach 76%. Account for the bulk.
"Carbon neutrality" tests the strategic wisdom of enterprises.
"The automobile industry is an important pillar industry of the national economy. All Chinese brands and industry chain partners must unite together to seize opportunities, meet challenges, respond to national policy requirements in a timely manner, and jointly create a more low-carbon automobile ecology." Yang Dayong said .
Yang Dayong introduced that Changan Automobile is unswervingly transforming to smart and low-carbon. Under the guidance of the "Third Innovation and Entrepreneurship" plan, Changan Automobile is accelerating the transformation of new energy vehicle products; insisting on technological innovation and accelerating breakthroughs in core technologies; The carbon design concept provides a more environmentally friendly travel experience; establishes a light and efficient green manufacturing system to accelerate the development of low-carbon manufacturing.
He Xiaopeng: Intelligence will play a key role in "carbon neutrality"
Xiaopeng Motors Chairman and CEO He Xiaopeng believes that the goal of "carbon neutrality" will have an impact on traditional fuel power and even hybrid power, but pure electricity and hydrogen energy will be pushed forward.
For Chinese auto companies, "carbon neutrality" has brought new challenges to globalization.
At present, most of the cars exported from China to the world are of large displacement.
On this basis, He Xiaopeng suggested that car companies should pay attention to two major directions: one is how to form a "carbon neutrality" of the entire industry chain, and the other is how to protect data privacy.
Is there a relationship between intelligence and "carbon neutrality"?
He Xiaopeng believes that how to make the energy more fully utilized in the charging system and how to help users protect the environment more effectively and easily involves the key role of intelligence.
"The earliest unmanned driving may come from driving at night. When everyone is sleeping, the vehicle should be driven out to automatically charge, improve efficiency and reduce carbon emissions. Smart replenishment is an effective attempt to carbon neutrality."
He Xiaopeng said that this is the transformation of "carbon neutrality" by intelligence.
Shen Yanan: Create low-carbon cars that users are willing to buy
Shen Yanan, co-founder and president of Ideal Auto, believes that for car companies to achieve “carbon neutrality”, they need to pay more attention to how to build a low-carbon car that consumers are willing to buy, because most consumers do not just Choose a new energy vehicle because of low carbon.
Shen Yanan analyzed that the current potential customers who come to the store are basically families. Ideal ONE sells well because its product positioning is mainly for home users.
"Regardless of whether you choose a pure circuit line or an extended-range route, as long as you can convert traditional fuel power into new energy power suitable for consumers, it is the greatest help for energy conservation and emission reduction." Shen Yanan said.