In the past July, when 878000 new energy vehicles were sold in the entire Chinese market, an increase of 36.
9% over the same period last year, too many people will use this as a reference to think that in view of the urgent demand of the Chinese automobile industry for industrial transformation, and Chinese consumers’ understanding of electric vehicles is far more than that of other countries, the new format is gradually taking shape in China, and the time point for the auto market to complete the energy switch will come soon.
But the reality is that the market share of domestic traditional fuel vehicles (including HEV) still reached 48.
95% in July, and the sales growth of pure electric vehicles has been slowing down since 2024, so no matter how the development of new energy vehicles exceeds people’s expectations, any Chinese car company must be clear that pure trams and traditional fuel vehicles are not a simple substitution relationship, but a relationship of coexistence and complementarity.
In other words, the future of China’s car market must not depend on the paranoid way of putting eggs in the same basket.
As long as consumer demand is still diverse, the development model of the coexistence of multiple energy technologies will certainly drive the balanced development of the whole industry for a long time in the future.
Technology iteration requires foresight, but also needs to proceed from reality.
At present, Chengdu Auto Show 2024 is in full swing.
Unlike holding pure electric cars to a high level before, more and more hybrid new cars are emerging.
Even brands such as Avita, Polar Krypton and GAC Ean, which used to focus on pure electric technology paths, have announced that they want to plan new energy products with engines.
Various signs in the consumer market also show that even if the discussion around pure trams prevails throughout the network, the majority of users will not just focus on a single model when choosing a car.
On the one hand, judging from the car use scenes of Chinese consumers, such as low-line inland cities, northern regions with huge temperature differences in the four seasons, and places where “high mountains and long roads” require long distances, there are still many people who will continue to choose fuel vehicles or hybrid cars because of infrastructure, weather conditions, convenience and other factors.
And at present, the purchase cost of fuel vehicles is at an all-time low.
80, 000 yuan can buy top flying, and 150000 can buy popular joint venture B-class cars such as Accord Camry.
For many consumers, they are willing to pay for it.
On the other hand, in the international market, even though China’s car exports repeatedly hit record highs, passenger car exports reached 399000 in July, an increase of 22.
4% over the same period last year.
However, the export volume of conventional fuel vehicles and plug-in hybrid vehicles is still as high as 366000 and 27000, up 25.
7% and 190% over the same period last year.
It can also be said that if you want to hold on to the global automobile consumer market, you must adhere to the development of multi-energy.
As early as two years ago, Li Shufu, chairman of Geely Motor, also said, “Thermal power accounts for about 70% of China’s current power generation structure.
” Therefore, the continuous exploration of a variety of sustainable energy technology routes is a major breakthrough for Geely to accelerate the transformation of the automobile industry and help “double carbon”.
” This year, Zeng Qinghong, chairman of GAC GROUP, also expressed to the public that the diversified needs of consumers should be respected and suggested to the whole industry to balance the development pace of new energy and fuel vehicles.
The inspiration from these rational voices from the industry is that if the dominant position of fuel vehicles in specific areas and market segments still exists for a long time, then face up to the real diversified needs of consumers and choose the idea of coordinated development of multi-energy paths.
it is the self-planning that the whole industry urgently needs to implement as soon as possible.
Therefore, in view of the diversity of consumer demand and the car market, no one should carry out one-size-fits-all development around “full pure electrification”.
If you do not want to always worry about your own development, and even the issue of life and death, we can only return to the essential needs of the consumer market, uphold the concept of comprehensive layout, and synchronously promote the all-technology path to deal with the complex and changeable industry changes.
We can see that over the past 20 years, mainstream Chinese car companies such as GAC GROUP, Geely Group and Chery have been committed to exploring multi-energy layout and multi-power routes, and have always maintained their own planning and rhythm in the wave of electrification.
Today, such a strategy has become a solid foundation for them to plan for the future.
Data show that GAC GROUP’s sales share of new energy vehicles and energy-efficient vehicles continues to rise, rising to 40.
63% in the first half of 2024, becoming an important support for steady and upward sales in the future.
Recently, Feng Xingya, general manager of GAC GROUP, also said that GAC GROUP will focus on resources to create star products around different routes such as EV, PHEV, REV, HEV and hydrogen fuel cell.
2025 will be the year of GAC GROUP’s own brand plug-in products, and a number of PHEV and REEV models will be launched.
Several analysts believe that the structure of multi-energy products is becoming one of the core advantages of GAC GROUP in the face of fierce competition in the future.
Only with independent innovation and win-win cooperation can China’s automobile really rise.
Yes, no matter how deeply the Chinese auto market is transformed, the nature of market diversity will not be erased in a short period of time, and the layout of multi-energy structure is still the way for enterprises to survive.
In order to distribute many energy structures, we should not only adhere to independent innovation, but also be aware of win-win cooperation.
As Feng Xingya, general manager of GAC GROUP, said at an industry forum, the increasingly strong and confident Chinese brands in the future will move towards a new stage of opening up and cooperation with foreign brands: the next generation of Chinese cars will move towards comprehensive growth and global development, and enter a new era of user-centered and value-oriented.
It is undeniable that Chinese car companies have shown great advantages in electrification and intelligence and gradually occupy the market voice.
The share of independent brands has exceeded 60% in the first half of 2024.
Behind this achievement is the increasing independent innovation capability of independent brands.
For example, GAC GROUP, under the guidance of “Science and Technology Guangzhou Automobile”, has invested more than 50 billion yuan in independent research and development so far, and has applied for more than 19000 patents, of which invention patents account for more than 42.
1 percent.
Especially in terms of intelligence, GAC GROUP has mastered the technological research and development and application capabilities from L2 to L4.
Geely is also stepping up efforts to implement the “Intelligent Geely 2025” strategy, building a strong technical moat through continuous investment and breakthroughs in core technologies such as intelligent driving, intelligent cockpit, chip research and development, and battery electric drive control.
Moreover, it is commendable that in the process of joint venture and cooperation of “market for technology” in the past few decades, these senior Chinese car companies are gradually getting rid of their dependence on the joint venture company and realizing the reverse export of technology to the joint venture independently, which can be described as China Auto.
A model of car self-rise.
, But at the same time, we cannot deny that joint venture brands, especially Japanese brands, still have sufficient technical advantages in gasoline-electric hybrid models, and their technical layout of hydrogen fuel cells and other technologies will also help promote the diversification and development of Chinese automobiles.
Moreover, each brand “competes on the same stage” can better meet the different needs of users with differentiated value.
For example, current consumers still have considerable demand for gasoline-electric hybrid models.
Therefore, car companies that truly understand the market are using price cuts to reduce user usage costs on the one hand, and launching smarter gasoline-electric hybrid models on the other to meet consumers ‘needs for technological intelligence.
Such a strategy is also gaining market recognition.
Data shows that in the first half of 2024, sales of GAC Toyota’s new energy vehicles and energy-saving vehicles increased by 12.
6% year-on-year, and the proportion of sales increased to 46.1%. GAC Honda’s sales of energy-saving vehicles have exceeded 500,000 units.
These facts all prove that consumers will still pay for practical products.
It can be seen that only independent innovation + win-win cooperation can promote the development of Chinese automobiles into a broader world and achieve “going up” and “going out”.
Therefore, if we look back at what Li Shufu, Zeng Qinghong and other car company leaders have been advocating, the deep meaning is undoubtedly obvious.
Automobile routes are moving towards a new stage of diversification and symbiosis.
The diversity and differentiation of energy structures in various countries determine that the transformation of automobile power sources is a gradual and long-term process.
Chinese automobile companies should not overlook any important technology when developing.
direction.
Moreover, China’s auto market has always been a market where all kinds of demands bloom.
Only by truly returning to the essential needs of consumers can we always provide products that meet consumer needs, and ultimately promote the real rise of Chinese automobiles.
It is worth mentioning that the topic of “evaluation methods and indicators for passenger car fuel consumption” has recently triggered heated discussions.
Some people said that this is to strengthen restrictions on single types of vehicles and use a partial generalization to believe that the era of fuel vehicles is coming to an end.
In fact, this standard aims to reduce the average fuel consumption of vehicle companies.
It is not a single vehicle model.
Vehicle companies can develop new energy vehicles or purchase points to meet the standard.
So again, the era of multi-energy products will still exist for a long time.
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