2024-10-02
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unexpectedly, even volvo has come forward and said that its pure electric plan will be postponed.
a few days ago, volvo announced that it had postponed the final sales deadline for fuel vehicles.
it turns out that its goal is,by 2030, only pure electric vehicles will be sold.but from last year to this year, the european and american car markets experienced a 180-degree cooling down of pure electric vehicles.
at this moment, volvo suddenly realized that, good guy, the words were too big at that time. if i had to go according to the original plan, i might be so hungry that i wouldn’t have anything to eat in the remaining few years.
as a result, they had no choice but to abandon their 2030 target.
my brother has become smarter now. he no longer promises to stop selling gas-powered cars in a specific year. he only says that by 2030, 90-100% of the cars will be electrified, including pure electric and plug-in ones, and then eventually the goal is to achieve net-zero greenhouse gas emissions by 2040.
to be honest, volvo's delay was expected.
after all, with the slowdown in electrification in the european and american markets in the past two years, car companies have successively withdrawn their original commitments to electrification. a wave of car companies such as ford, mercedes-benz, general motors and jaguar land rover have announced early plans to reduce electric car production and postpone or cancel some models.
volvo just said it now, giving everyone the feeling that everyone else has escaped first, and it is the last one left to escape.
you know, volvo back then could be said to be the one with the most determined electrification transformation among the old car companies in europe and the united states.
as a native nordic car company, you know the nordic culture it carries.environmental protection is its lifeblood.
as early as 1972, volvo cars issued an environmental declaration. yes, you heard it right. more than 50 years ago, people tied themselves to environmental protection.
therefore, its cars are inseparable from environmental protection.
while other interiors are talking about how luxurious they are, volvo is promoting how its materials are renewable.
others are using real leather, but it feels that this is not friendly to animals, so it needs to use a material extracted from pine resin in the forest instead.
the seats and decorative panels are also made of materials such as wool and linen. it doesn't sound like it's selling cars, it sounds like it's selling clothes.
even the wooden trim used in many cars has become driftwood (drifted and discarded wood) when it comes to volvo. very particular, too particular.
for a machine with a large displacement that is not environmentally friendly, it must be cut off early.
at the beginning of the 21st century, volvo still had 2.5- and 3.0-displacement engine heads, but starting from 2012, it stopped offering large-displacement engines. at most, it was only a 2.0t engine. now almost all oil-carrying engines have been switched to 2.0t.
on the tram, they are also very active. in 2017, volvo was preparing to switch to the electric track, and then made up its mind in 2021 and announced its ambitious pure electric plan:
we will achieve 50% of global sales in pure electric vehicles by 2025, and then achieve full electrification by 2030.
it really wasn't just talk, it took action immediately.
in 2022, volvo announced that it would transfer its 33% stake in powertrain company aurobay to geely holding group, officially withdrawing from the development and manufacturing of internal combustion engines.
although this operation of volvo and geely may make people feel that the car is left-handed and right-handed, but judging from the subsequent situation, the volvo brand is really all in electrification.
currently, all volvo models are powered by three types: pure electric, plug-in hybrid and 48v mild hybrid.
the t4, t5, t6, etc., which were originally purely internal combustion engine-powered t series, have been replaced by mild-hybrid b4, b5, etc. in the past two years. among the established car companies, apart from volvo, i really can’t think of anyone else who can switch to hybridization so quickly.
coupled with its relationship with geely and shared support for electrification-related technologies, volvo's pure electric vehicles are also gradually emerging. there are the em90, which is an mpv, and the ex30, which is a small suv. they were sold out as soon as they were released, and they have ranked among the top three in the european pure electric market. not long ago, the seven-seat suv ex90 was also launched abroad.
from this perspective, it can be said that volvo's switch to pure electric vehicles is relatively smooth, at least much smoother than other luxury brands.
but the problem is that this wave of electrification cooling in the european and american markets is really a bit drastic.
according to volvo, the main reasons for this delay are the slow development of charging infrastructure, the elimination of subsidies for electric cars in some countries, and the uncertainty of eu tariffs.
according to the european automobile manufacturers association (acea), during the period 2017-2023,eu tram sales are growing three times faster than charging stations are being installed. in 2023, more than 150,000 public charging points will be installed across the eu, which is far from enough.
acea stated that the number of new charging piles in the eu each year will need to reach 8 times that of 2023 to meet demand.
on the subsidy side, at least six countries in europe are shrinking or completely eliminating subsidies this year.
in germany, you could get a subsidy of 9,000 euros for buying a pure electric car. later, the subsidy was reduced to 4,500 euros. originally, this plan was not to be phased out until 2026.
but in december last year, the german government suddenly said that i had no money in my pocket and this subsidy would be terminated immediately.
a survey by the central association of the german automobile industry (zdk) showed that the end of subsidies affected the sales of 60,000 electric cars.
furthermore, the eu has also imposed tariffs on chinese trams. originally, its own trams were not cheap, but now that subsidies are no longer available, the channel for chinese trams will still be blocked.
according to data from the research organization jato, in the first half of 2023, the average price of european electric cars was approximately 524,000 yuan, almost twice the price of fuel vehicles.
the combination of these factors has resulted in european people losing interest in electric cars, and they would rather buy gasoline-powered cars.
therefore inin august this year, german electric vehicle registrations plummeted 68.8%, while fuel vehicles only fell 7%.
this time, with the postponement of volvo, the wave in the european and american markets is basically clear.
it is true that electrification is the future, but because various conditions have not yet been met, oil and electricity will have to coexist in the foreseeable few years.
during this period, hybridization will become the intermediate transition route.
in fact, this year there are similar trends in the european, american and chinese markets:plug-in hybrids are growing faster than pure electrics.
from january to may this year, the chinese market's pure electric sales increased by 9.4% year-on-year, and plug-in hybrid sales increased by 70.1% year-on-year. in the united states, pure electric sales increased by 13.1% year-on-year, and plug-in hybrid sales increased by 37.7%. in europe, pure electric sales fell by 12%, and plug-in hybrid sales fell by 12%. mixed revenue increased by 5.3%.
it should be obvious to everyone here in china. typically, there are more and more range-extended players. car companies such as avita, nezha, leapmoon, zhiji, etc. that originally only made pure electric vehicles have now launched extended-range models. cheng car.
it seems that everyone has learned it,a quick tip to increase the sales of your electric car is to add a fuel tank.
brother neck believes that the slowdown in electrification in europe may make their car companies pay more attention to plug-in hybrid systems. in this regard, european and domestic companies have quite different routes. we are already very good at plug-in hybrids with large batteries. you can see that byd's dm system has reached the fifth generation.
how about we compete in a few years to see who is stronger between the two sides?
write an article: daydream
edit:twist the neck to the right
art editor:xuanxuan
pictures, sources:
volvo cars