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The recent "battle royale" of new energy has intensified.

From the BYD Z9 GT priced at just over RMB 300,000 to the ZEKR 007 priced at RMB 209,900, no matter whether the car companies have made it to the market or not, they are all having a hard time.

However, although everyone is complaining, electric cars have quietly become the mainstream of the market. According to a report from the China Passenger Car Association, the penetration rate of new energy vehicles was 51% in July, and it is expected to reach 53% in August.

In The Hunger Games, when the top players are fighting to the death, there are always some low-ranking players hiding on the sidelines, right? So, it's time to shrink the circle.

The day before yesterday, The Ministry of Industry and Information Technology is preparing to formulate a mandatory standard for new energy power consumption, we will also give our electric vehicles an "energy consumption rating". It is expected that 60% of the models will pass the test, 30% of the existing new energy models will be upgraded, and 10% of the technologically backward models will be eliminated.

It can be said that this is the official clarion call for the start of the second half of the elimination round for new energy.

However, the intensity suddenly increased. Let’s see what happened.

Opening the official website of the Ministry of Industry and Information Technology, there are two mandatory national standards this time, namely "Passenger Car Fuel Consumption Evaluation Methods and Indicators" and "Energy Consumption Limits for Electric Vehicles Part 1: Passenger Cars". One of them has stricter emission requirements for fuel vehicles, and the other, which is our focus this time, stipulates the power consumption limit for pure electric vehicles.

First of all, these two are national mandatory standards. If the vehicle model fails to meet these two standards, it will not be able to pass the review and go on sale.

Ok, let’s look at the fuel consumption first. I was shocked when I opened the file. Is this the fuel consumption that a human can achieve?

Under the WLTC (World Light Vehicle Test Cycle) standard, which is relatively consistent with the actual fuel consumption situation, The fuel consumption standard for vehicles under 1.09 tons is 2.57L/100km? For cars weighing more than 2.5 tons, the fuel consumption is 4.7L/100km?

Even “998” can’t achieve this data…

It wasn't until I saw the average fuel consumption of companies below that I gradually understood everything.

In fact, this is the so-called double points policy.The specific algorithm is very complicated. Here, Brother Neck will give you a brief explanation. Car companies that produce blue-plate cars will get fuel consumption points (negative in most cases), and those that produce green-plate cars will get new energy points (generally positive).

If the sum of a car company's new energy points and fuel consumption points is positive, then the car company can sell the excess points for money. If it is negative, then the car company has to buy points from other companies.

In short, whether car companies buy points from others or produce more new energy vehicles to offset the deductions, they must reduce the fuel consumption of a single vehicle to below the above-mentioned target value through conversion. This is also the significance of setting this target value.

Now that the emission standards are so strict, the implication is that we want to tell the majority of car companies, forget it, you have to continue to expand the production and manufacturing proportion of your own new energy models , continuing the transition towards sustainable energy.

However, car companies that only make pure electric vehicles should not open the champagne just yet, because the next document will be even more outrageous.

First, let's look at the details. Like the fuel consumption target value, the pure electric energy consumption standard is divided into three levels by curb weight, and also distinguishes the number of seats and drive mode. When calculating the energy consumption limit, four-wheel drive models and three-row seat models can multiply the corresponding basis by a coefficient of 1.03.

If it is some special models, such as some super performance sedans or SUVs, as well as off-road vehicles with large torque, you can add an additional coefficient of 1.2. The specific standards are more complicated, so we will not go into details here.

Next, let’s take a look at which models are excluded from the standards.

The first type of vehicle has a curb weight of less than 1.09 tons, which is an A0-class car like the current "剁椒鱼头" (chopped pepper fish head). The energy consumption must be less than 10.1kW/100km (CLTC standard).

It is not easy to make the energy consumption high for such a small car, but micro cars like Sihao Flower Fairy (official energy consumption 11.5) are at the bottom of the list and should still be eliminated.

Next is the vehicle between 1.09 tons and 2.71 tons. There are many models under this curb weight, basically covering most of the sedans and SUVs on the market, from the NIO ES8 to the Geely Galaxy E5 we just wrote about, all in this range.

Therefore, the new regulations also provide a standard calculation formula for the "limit value": 0.00556 × (curb weight - 1780) + 13.92 = result. This result is the specified energy consumption limit for this vehicle.

Brother Neck substituted some models on the market and did some calculations. Like the new energy measurement Tesla Model 3 long range version (limit 14.1, official energy consumption 12.5), BYD's Dolphin (limit 12.1, official energy consumption 11.2), Xiaopeng's X9 (limit 18.2, official energy consumption 16.3) can all meet the requirements, and basically most of the models have no problems.

However, older models like the NIO ES6 (limit 17.4, official energy consumption 17.6), Audi e-tron (limit 19.2, official energy consumption 20.4), and the 23-model Leapmotor C11 (limit 15.3, official energy consumption 16), have energy consumption that is higher than the prescribed energy consumption limit calculated above.

Therefore, these models must be modified and their energy consumption must be optimized like the 24-model Leapmotor C11 in order to pass the review.

As for cars weighing more than 2.71 tons, there are relatively few of them, and the standard of 19.1kW/100km is relatively loose. Mainstream MPV models, such as Zeekr 009 (official energy consumption 17.5), can pass it.

I have to add here that the energy consumption of the above trams is calculated based on the CLTC standard of the Ministry of Industry and Information Technology. CLTC, dddd, we basically can't drive such a low energy consumption in daily life.

Just like our Xiaomi SU7 MAX version, the CLTC range is 750km, and our actual test of 20% urban + 80% highway driving is only 462km.

Looking at the entire new regulation, not to mention leading brands such as BYD and Tesla, it has little impact on second-tier new energy brands such as Nezha, Zhiji, Aion, etc. Passing the regulations is just basic operations, and most consumers don’t have to worry.

On the contrary, some older models and some of the lagging brands are really either making progress or regressing.

In fact, the operation of the Ministry of Industry and Information Technology this time is a bit like the decline in new energy subsidies in previous years. Before 2019, our new energy market can be said to be a parade of ghosts at night, with all kinds of subsidy frauds. The magical Jiangnan T11 S is a representative of that era.

In previous policies, pure electric vehicles with a range of 150-200km could receive a subsidy of 15,000 yuan, and those with a range of 200-250km could receive a subsidy of 24,000 yuan, which was much more generous than our current replacement subsidies. At one time, a large number of "new energy miscellaneous brands" emerged.

Faced with this rampant chaos, the country had no choice but to take action. In 2019, the subsidies for new energy vehicles were cut in half. Vehicles with a range of less than 250km will not be eligible for subsidies, and the energy density requirement for batteries has also been increased to 125Wh/kg. This has dealt a heavy blow to the companies that cheat on subsidies and curbed the chaos.

We are all familiar with what happened next. Since 2020, subsidies have gradually declined, and now only the purchase tax exemption is retained. The new energy vehicle industry has shifted from policy-driven to market-driven, which has led to the current boom in new energy vehicle companies.

The new policy has clearly raised the threshold for new energy vehicles, and previous backward production capacity will be eliminated.

It is hard to say whether the standards will be gradually narrowed in the future just like the subsidy reduction. If the "circle" is further "shrunk" at that time, the competition among new energy vehicle companies will inevitably increase, and the issue of energy consumption will be inevitable.

For us consumers, although electricity bills are not expensive, the lower the energy consumption the better, so why not do it?