economic reference｜new energy vehicles cross new nodes and start again "newly"
2024-09-27
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cars that can dance, driverless "salesmen" who can stop at a wave, "delivery riders" flying in the sky... at the 2024 world manufacturing conference, the trend of automobiles developing towards intelligent network connection and cross-border integration became more clear .
in july and august, my country's retail sales of new energy passenger vehicles exceeded those of fuel vehicles; as of the end of june, my country's cumulative production and sales of new energy vehicles have exceeded the 30 million mark; china's new energy vehicle production and sales have ranked first in the world for nine consecutive years first... china has historically pushed the development of new energy vehicles to the forefront of the times.
the industrial ecology has been completely reshaped, and new driving forces are constantly emerging. my country's new energy automobile industry has completed the process of "from scratch" and "from small to large". how to respond to the needs of development and complete the transformation of the industry "from big to strong"? look to the future for answers.
at the 2024 world manufacturing conference, people visited and experienced a driverless sightseeing bus. photo by xinhua news agency reporter huang bohan
product iteration speeds up user experience
on september 23, the four-day 2024 world manufacturing conference came to an end in hefei. the intelligent connected new energy vehicle exhibition area of this conference was extremely popular. a variety of new energy intelligent connected vehicles were unveiled, including high-end mass-produced cars and cool concept cars. there were three floors inside and three outside the exhibition hall.
audiences visit and experience the u9 new energy vehicle in the 2024 world manufacturing conference exhibition hall. photo by xinhua news agency reporter fu tian
with its hawk-eye headlights, exaggerated rear wing and streamlined body, a byd electric supercar swayed on the stand.
"bulls!" tian lei, a hefei citizen who visited the exhibition, exclaimed with wide eyes and a thumbs up, "this is the first time i have seen the four tires of a car not moving, and the body can swing up and down and left and right like this."
li zhuoyang, a staff member at byd's booth, gave tian lei a detailed introduction: "this car accelerates from 0 to 100 mph in just 2.36 seconds and can reach a top speed of 309 kilometers per hour. it is based on byd's yi sifang power system and yunnan-x intelligent body control system. , can achieve 'in-situ ejection', so it can 'bounce', can hang in the air on four wheels, and can also turn around in place. "
the car here is having fun "disco dancing", while the car over there is busy "writing articles".
"write a speech about the first lesson of school." a chery star era es equipped with a large model of the iflytek spark instantly began to present sentence by sentence on the big screen after receiving instructions from the audience.
wenxinyiyan, iflytek spark, tongyi qianwen and other large ai models have been "onboard" one after another, electrification has accelerated, intelligence has advanced, and the integration of new energy vehicles and artificial intelligence and other new technologies continues to deepen.
fu bingfeng, executive vice president and secretary-general of the china association of automobile manufacturers, said that china's automobile industry has seized the opportunity of electrification, intelligence and green transformation, promoted industrial transformation and upgrading with technological innovation, and will continue to consolidate and expand my country's automobile industry. industrial development advantages.
the iteration of new energy vehicle products is accelerating. in the exhibition hall, nio's new brand "ledo" brought its first household model ledo l60, which attracted many exhibition visitors. li bin, chairman of nio, introduced that the ledo l60, which was just released on september 19, was less than five months after the release of nio’s last new product.
jikrypton 7x, avita 07, zhijie r7... since this year, new energy vehicle companies have launched new models one after another, bringing more new choices to consumers. according to industry insiders, car companies such as leapmotor, ji krypton, and byd have shortened their product iteration speed to about half a year.
at the 2024 world manufacturing conference, people visited and experienced the hongqi eh7 new energy vehicle. photo by xinhua news agency reporter huang bohan
data from the china association of automobile manufacturers shows that as of the end of june, my country's cumulative production and sales of new energy vehicles have exceeded the 30 million mark. in the first eight months of this year, my country's new energy vehicle production and sales reached 7.008 million and 7.037 million respectively, a year-on-year increase of 29% and 30.9% respectively.
data from the passenger car market information joint branch of the china automobile dealers association show that in july and august, retail sales of new energy passenger vehicles in my country exceeded those of fuel vehicles.
"retail sales of new energy passenger vehicles exceed those of fuel vehicles. this is a vivid portrayal of the transformation and upgrading of china's automobile industry and an important milestone in the green transformation of the global automobile industry." said cui dongshu, secretary general of the passenger car market information joint branch of the china automobile dealers association.
at the 2024 world manufacturing conference, volkswagen exhibited the new category volkswagen id. it used the unique and eye-catching golden volkswagen brand logo for the first time. volkswagen also created a new "gold standard" in china.
"china's automobile market is developing rapidly, with the r&d cycle shortened to three years, the electronic and electrical architecture and high-end assisted driving iteration cycle only 1.5 years, and the frequency of ota upgrades reaching monthly..." wu borui, ceo of volkswagen (china) technology co., ltd., said in 2024 said at the opening ceremony of the world manufacturing conference. the volkswagen group focuses on local r&d and is integrating local resources to guide volkswagen's "engineer dna" to combine with local r&d capabilities to accelerate the pace of innovation "in china, for china".
following my country's further elimination of restrictions on foreign equity ratios in passenger cars, restrictions on foreign investment access in the manufacturing industry have been "cleared." driven by strong development potential and market vitality, multinational car companies such as tesla, volkswagen, bmw, and audi have "increased" investment in china.
"division of labor and cooperation in the industrial chain is an inevitable choice to improve quality, reduce costs and increase efficiency in the automotive industry." xin guobin, vice minister of the ministry of industry and information technology, said at the 14th china automobile forum, welcoming companies from all over the world to increase investment in china and deepen technical cooperation supports chinese and foreign automobile companies to jointly carry out key technological research, share innovation results, and jointly build a global industrial ecosystem.
innovation drive leads the whole chain to "new" and higher
in recent years, new energy vehicles have been the dazzling stars among the exhibits at various manufacturing-related exhibitions. behind the booming market development is the systematic evolution of the industrial ecosystem.
——dare to “spend money” on technological innovation.
creating a car that can "bounce" is behind byd's massive r&d investment. many car companies have recently announced their financial reports for the first half of 2024. among them, byd's operating income in the first half of the year exceeded 300 billion yuan, a year-on-year increase of 15.76%, while r&d expenses increased by 41.64% year-on-year to 20.18 billion yuan, far exceeding the net profit of 13.63 billion yuan in the same period.
wind data shows that among the more than 5,300 a-share listed companies, byd has become the well-deserved "king of r&d", ranking first in r&d expenses. according to the relevant person in charge of byd, as of now, byd has invested nearly 150 billion yuan in r&d, established 11 technology research institutes, and has more than 100,000 r&d personnel...
byd is far from alone in having r&d investment exceeding net profit in the first half of the year. saic motor's r&d investment reached 8.96 billion yuan, with a net profit of 6.63 billion yuan; geely automobile's r&d investment reached 4.55 billion yuan, with a net profit of 3.37 billion yuan; changan, dongfeng, and gac's r&d investments were all higher than their net profits...
behind the increasing investment in innovation by car companies, there are already forward-looking layouts that companies take the initiative to seize market opportunities. this is also an inevitable choice for companies to survive and develop in market competition.
"under a fully competitive landscape, the automobile market has entered the knockout rounds." li bin said that continued r&d investment will help automobile companies establish technological advantages and maintain their leading position in the industry.
fu bingfeng said that the development of my country's new energy vehicle industry started early, with a high degree of market openness and full and fierce market competition. to a certain extent, it forced new energy vehicle companies to attach great importance to r&d investment and continue to increase innovation. " only innovators can go far.”
——industrial “chains” emerge from the ecosystem.
facing the rising tide of new energy vehicles, the entire industry chain is moving towards "new". companies in the supply chain have followed the trend and are transforming to the new energy vehicle industry, reshaping the industrial chain and reconstructing the ecosystem.
walking in the 20,000-square-meter exhibition area, new technologies related to new energy vehicles are dizzying: new breakthroughs have been achieved in the research and development of all-solid-state batteries, "liquid-cooled super fast charging" has been achieved, and wire-controlled chassis has become standard equipment for high-end smart driving...
"this is a solid-state battery pack!" exhibitor chen zhou stopped in front of guoxuan hi-tech's booth. he carefully looked at the rectangular battery pack and marveled at the rapid progress of my country's power battery technology.
"the cell of this battery pack is called 'jinshi'. once industrialized, its energy density can be increased by 20% and its cruising range will exceed 1,000 kilometers." wu haotian, a staff member at the booth, said that solid-state battery products are currently in research and development. during the testing phase, the entire industry is racing towards mass production.
the entire chain is moving towards "newness", the industrial chain and supply chain are restructured, various factors flow rationally and efficiently gather, the automobile industry landscape is quietly changing, and the regional productivity layout is constantly adjusted and optimized.
anhui province has focused on promoting the integrated development of complete vehicles, parts and components, and the aftermarket, deepening the concept of division of labor, collaboration and misaligned development among regions, and forming an integrated development pattern of the automobile industry with "hefei-wuhu" dual-core linkage and multi-point support from other cities. in addition to seven vehicle companies, anhui province has initially formed a number of characteristic industrial clusters for auto parts, covering the entire automotive industry chain such as power batteries, motor electronic control, sales and maintenance, and recycling.
——policies release traction.
at the exhibition site, hefei citizen li li asked the booth staff whether she was going to replace her car with a new one. after calculation, li li lamented that "exchanging the old for the new" was really a good deal.
the automobile “trade-in” policy continues to improve. in august, seven departments including the ministry of commerce issued the "notice on further improving the work on replacement of old vehicles with new vehicles", which raised the standard of subsidies for scrapping and renewal, further stimulating market consumption enthusiasm.
chen shihua, deputy secretary-general of the china association of automobile manufacturers, said that as the effects of the national scrappage and renewal subsidy policy gradually become apparent, superimposed local replacement and renewal subsidy policies have come into effect one after another, which is expected to play a positive role in promoting the market outlook. at the same time, the automobile industry is also ushering in the traditional peak sales season of "golden nine and silver ten". autumn auto shows are held in many places, and car companies continue to launch new products, which will further unleash the market's consumption vitality.
build new advantages during the layout window period
in hefei luogang park, the country's first all-space unmanned system application demonstration project is being built. more than 200 latest intelligent transportation vehicles have been unveiled. future travel tools such as new energy, intelligent network connection, and unmanned manned aircraft have been unveiled. the beautiful picture of future travel is slowly unfolding.
in the waiting area of the visitor center of luogang park, a self-driving sightseeing minibus pulled into the station. citizens scanned the qr code on their mobile phones to pay, opened the door, and got on the bus. on the park lawn, drones brought milk tea, cakes and fried rice. chickens land in designated areas; unmanned manned aircraft take you "flying" for short-distance commuting... here, exhibitors can immersively experience cutting-edge "black technology".
integration is enriching the connotation of new energy vehicles. the application of information and communication technology (ict) allows the key variables of technology to be transformed into the largest increment of development; large-scale ai models are put on the train, allowing artificial intelligence to release development momentum; empowering the low-altitude economy and cultivating new growth poles in the future...
behind the cross-border integration of technology, traditional car companies and technology companies are working together and going in both directions. at the exhibition, a concept car of jac attracted the audience to take photos and check in because of its resemblance to an interstellar spacecraft.
"this is a four-door, four-seater intelligent pure electric crossover coupe. new technologies from technology companies such as smart chassis, smart cockpit, and high-end smart driving are integrated across borders in this car. it will provide users with a new car experience in the future. "xue shan, a staff member at the jac automobile booth, introduced. jianghuai automobile is in-depth cooperation with huawei and other technology companies to build cars.
xiang xingchu, chairman of jac automobile, said that traditional car companies have complete manufacturing and service systems, while technology companies have more cutting-edge internet technology and user thinking. under the new situation of intensified competition in the global automotive industry and shortened window periods, traditional car companies have the cooperation between car companies and technology companies will jointly shape a new future for new energy vehicles.
"the next 5 to 10 years will be a critical period for the formation of the global new energy intelligent connected vehicle landscape. innovation ecology and application ecology are important engines." zhang jinhua, chairman of the society of automotive engineers of china, suggested seizing the window period and striving to proactively link to leading innovations resources, improve laws, regulations and standards, accelerate the formation of a large-scale, commercial and normalized application ecosystem, and continue to consolidate the leading advantages of intelligent connected vehicles.
talent is the foundation for the long-term development of the industry. zheng lei, president of hefei university of technology, believes that the construction of new energy vehicle disciplines should be accelerated to quickly improve the matching between subject majors and industrial talent needs; the innovative practice links of the discipline should be increased to cultivate students' innovative thinking and ability to solve engineering problems.
fu bingfeng said that we should rely on my country's ultra-large-scale market and comparative advantages of the entire industry chain, focus on strengthening the supply of innovative policies, promote collaborative linkage between the upstream and downstream of the industrial chain, consolidate and enhance the competitiveness of the entire industry chain, and on this basis, optimize the layout of industrial space, further promote the construction of new energy vehicle industry clusters. (reporter wu huijun spoke loudly)
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