“Do you think the next wave of the outbreak would be 15-20 million electric car?”
This is a few days ago morning returned to the company, yyp suddenly threw me a problem. I still remember when we chat screen: he nearly 6km / h speed (the average person’s normal walking speed of about 4-5km / h) to me, and then with a trademark smile sat on the seat next to on, with quite excited eyes asked me this question.
I remember, I hesitated slightly, smiled and replied: Yes, but probably not so fast.
In fact, the problem I have thought about before, will pay more attention to the work dictates related sales data. Just last week, Wei, the ideal, Weimaraner and some other electric car companies can not wait to announce the good news, in the last August year on year sales growth has even hit a record high monthly sales, Xiaopeng is also an electricity supplier on a promotion platform harvest thousands of orders.
to know the forces that several new models in the sale, mostly priced in the range of more than 20 million, many of them have properly due to enter the luxury brand’s price territory.
In other words, in addition to Tesla, the current high-end household electric car market are basically the new forces of the world, but also Chinese brand in the world.
Chinese brand performance in the entry-level market is even more alarming, with less than top $ 40,000 Wuling Hongguang MINI EV actually on sales of over 15,000, so that the number of opponents envy, jealousy and hatred.
In fact, these two groups of owners perhaps in economic strength and geographic distribution of some differences, but certainly one thing in common, their living environment or car scene, both with better able to solve the problem charging conditions of.
I learned information from the current point of view, it should not be much change is expected in the short term the market structure that upper and lower ends. Alone is 15 to 20 million range, or will be highly variable.
this variable, mainly from the joint venture brands have joined.
Shanghai GM Buick brand has just announced its first pure electric SUV bluish 7, NEDC mileage of 500 kilometers, just after the fall subsidized price 200,000 yuan, it is estimated Chevrolet LOGO suspension of electric vehicles It has also been in preparation.
From A Hill finished the test drive after 7 bluish back, this private car love and loneliness is not hard to imagine, really solid two light blue 7’s. It can not be ignored is that based on ID4 public MEB pure electric platform will soon be on the market.
The high hopes for the Volkswagen brand’s first platform-based MEB domestic pure electric vehicles, NEDC mileage has more than 500 km. In terms of high-profile publicity groundwork early, or major strategic significance ID.4 the bear, enough to make me believe that would be a ID.4 all opponents are ruthless role can not be bypassed.
Even worse, the public has never been “a man in combat,” Regardless after a previous TSI + DSG combination set off a reign of terror, or SUV offensive began, just two years the number of domestic SUV models directly doubled times, people have to admire the Wolfsburg car brand from Germany, the ancestral wolves tactics was so arbitrary, reached a pinnacle.
Of course, even as strong as the public, also need to face the electric vehicle users “charge anxiety” this century-old problem. Conditional user can install home charging pile is always a handful, 500km Mileage course to meet the basic needs of daily means of transport, but public charging facilities uncertainties, as well as long-time charging problem has always been so many consumers pure electric vehicles prohibitivemain reason.
According to the ambitious goals before the public laid down, by 2025 electric cars based MEB platform production to reach 1 million, which is more than 100,000 per month. If you follow the current status of domestic public charging network, it is difficult to meet so many needs of users of electric vehicles.
fiscal macro large potential public service will not be in charge, there is no innovation moves it? It is still unknown, but it is certain that if not, it will certainly be family ID sales of pure electric vehicles have a huge impact.
issues of concern to the Chinese brand in the Volkswagen electric vehicle offensive, survival the situation will become more difficult? Perhaps Tesla before and after the domestic electric vehicle market, is a very worthy example reference.
Prior to the introduction of domestic Tesla, indeed in the blind pursuit of domestic policy and local investors from various quarters, in a short time gave birth to a large number of “PPT new forces.” Many unknown brand new energy, capacity planning are on the PPT can play hundreds of thousands of computing, as long as people have really bold enough, what cars are energy production.
3 Tesla Model made down the threshold of the car, although the superimposed changes in the economic environment, but the result of a major reshuffle, but rather as Wei to Xiaopeng, ideals, Weimaraner practical work of these new forces, not only survived the winter, but also the success of the financing market, popularity and sales have continued to rise.
According to the latest data, domestic new energy vehicles in August, total sales exceeded 10 million units for the first time, the mainstream of new energy vehicles brands have more or less growth, but compared to the traditional fuel car sales , indeed claim to be a drop in the bucket, one in August sales is less than FAW-Volkswagen.
enough to accommodate the huge market potential, including a joint venture brands, including VolkswagenCompetitor, but at the same time, bad power products and companies will be forced to let the market be eliminated faster.
Anyway, Chinese brand in this market segment’s performance is not good? Objectively speaking, getting better and better, but most not good enough, especially in intelligence and user services are still inadequate.
On the one hand, the price of a pure electric car comes from the traditional basic own brand of mine, whether BAIC, Guangzhou Automobile, Geely or SAIC, BYD, has a relatively good product. But because can reap many of the local preferential policies, both in the licensing policy, or net about car market, we can get some support, even if individuals do not pay, you will not be too difficult to see overall sales.
However, if used to depending on Network about car market pull superficial prosperity brought on inevitably dispersed for individual users attention and investment related services, ignoring the importance of advanced technology research and development.
200,000 yuan electric car, with only network to do about the car yet? I do not think so. Standing on this point, I really hope the public can succeed, accelerate the industry reshuffle, like Tesla, like, so this market segment has become more energetic, more lively.
If the public ID.4 incoming, as the year can really “TSI + DSG “that led to a new round of arms race, in order to bring a better car experience and intelligent technology, as well as help establish a better quality and efficient public service charging system, that China’s electric car market will there may actually achieve explosive growth.
in case, I’m talking about the event, even the public law of such heavyweight players did not storm off point, then the road to the popularity of electric vehicles, will probably become even longer.