On the afternoon of April 29th, at the time of the celebration of the 107th anniversary of Tsinghua University, the seminar on "Cooperative Development of New Energy Automobile Industry" jointly organized by the China Electric Vehicle Hundred Persons Association and the Automotive Engineering Department of Tsinghua University was held at the Automotive Research Institute of Tsinghua University. The conference was presided over by Ouyang Minggao, executive vice president of the China Electric Vehicles Centennial, and one of the topics discussed was the collaborative development of new energy vehicles and hybrid vehicles. A surprising debate began around this issue.
Double points but to promote the development of hybrid cars?
As the first speaker, Yu Ping, Chairman of Jingjin Electric Technology Co., Ltd. pointed out: “Before the subsidy distort the market, the hybrid car did not develop. In 2013, two or three mixed projects stopped and SAIC invested two. Billion also stopped at once. However, the subsidies have receded and the hybrid car will develop rapidly again. Hybrid power is very important. The next step is to develop in synergy with new energy vehicles."
Yu Ping’s judgment on the rapid development of hybrid vehicles was endorsed by Liu Zhijia, deputy chief engineer of Chery Automobile Co., Ltd. He also gave a more detailed explanation.
“There are problems in the direction of industrial policy, such as the double-integration policy. Traditional vehicles can be accounted for together with electric vehicles. There are many problems with this idea. The subsidy withdrawal mechanism will stimulate a new round of development of hybrid vehicles. Now we look at vehicles and other vehicles. The real demand for supply is a hybrid car. A friend asked me to find a chairman of Guangzhou Automobile to buy a car. There are 50 vehicles in three months and it is OK. There is a relationship.â€
Liu Zhijia pointed out that new energy vehicles and traditional cars will develop in tandem, but in the future, traditional cars will be at least mixed, weakly mixed and mixed.
In response, Ouyang Minggao questioned: "Why double integration will promote the development of hybrid power, what logic?"
"What is the concept of 5.0L/100km we are talking about? It means that without considering electric cars, with double integration, you can avoid doing this. This is problematic. I guess the possible scenario is that selling The traditional car and the electric car are used so that the car companies can meet the standards and can produce large-displacement cars and use electric cars to offset large-displacement cars. Liu Zhijia explained, “But users want to save fuel. The fuel consumption of the displacement is high, and the fuel consumption of the hybrid vehicle is low. The user certainly likes such a car."
Liu Zhijia believes that from a business perspective, fuel vehicles and electric vehicles can achieve points, but users do not necessarily buy, users will choose low-fuel vehicles, and as long as the hybrid car is large, the cost will drop.
The decline in car prices seems to be actually rising?
Zhang Xuming, deputy secretary-general of the China Association of Automotive Engineers, also pointed out: "With the pressure of double integration, if the sales of electric vehicles do not go up and companies fail to meet standards, the current mix-up is the fastest solution in terms of cost-effectiveness and cost. , This is an important reason to push the mix upwards.We have done calculations, if all the new energy car points and the traditional car's fuel consumption points are equal, according to the current algorithm, the traditional car's fuel consumption will go to the extreme deterioration of the situation. The actual fuel consumption per 100 km of the vehicle needs only to reach 6 liters, and the calculated result can be 5.0 L/100 km."
Wang Hewu, deputy secretary-general of the China Electric Vehicles Hundred People Association, pointed out that even if the vehicle manufacturer does not upgrade its fuel consumption, it can achieve a 5-liter result, but the actual fuel consumption of the vehicle will be relatively high.
“The annual targets for the calculations have been met, but the actual fuel consumption has risen. This was a negative result that was not expected at the time when the double-integration was formulated.†Wang Hewu said worriedly. “As a result, the possible phenomenon is that foreign companies have With the introduction of hybrid vehicles, the user acceptance is relatively high, and our company does not work hard on it. Vehicles consume a lot of fuel. As a result, the competitiveness of foreign products will suddenly increase, and even the effect will exceed that of electric vehicles."
Both Liu Zhijia and Wang Hewu pointed out that in the past few years, car companies have not invested too much in energy-saving vehicles and the situation has deteriorated. Wang Hewu hopes that car companies will increase investment in the mix, but Ouyang Minggao said: "Now that we do hybrid power, there is no way that the market competitiveness can't compete with the joint venture."
Ouyang Minggao: 2020-2025 is the stage of cost-effective competition
“I used to think that the dual-pointing policy is good, relying on SUVs to make money, and then producing some small electric vehicles. This combination is very good. This can deal with national policies, but whether the market accepts it is another matter.†Ouyang Mingao said.
What should companies do?
Ouyang Minggao pointed out: "We have to continue with the government's policy. Companies need to think of ways to get the market accepted. Now that they don't sell their own SUV brands, their own brands are based on SUVs. We have formed certain advantages. Small cars also have advantages. Ideally, this situation will continue after 2020, so the government must draw Taiwan-related policies."
"Anyway, the internal combustion engine was relatively weak before, and it is still not catching up. The differentiated competition will allow electric vehicles to switch in as soon as possible." Ouyang Minggao said, "If the hybrid car has another chance to counterattack, it will be very troublesome. Now we have to let The policy should be promoted as soon as possible to increase the penetration rate of electric vehicles, maintain such momentum and formulate a policy system to make up for previous loopholes. More support should be given from the perspective of the market, such as restriction on line purchases."
Ouyang Minggao pointed out that 2020-2025 is the phase of price-performance competition between electric vehicles and conventional vehicles, and 2025 will be a major turning point.
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