There is money, it is really good.
This is very well understood from Wei Si, Xiaopeng, Ideal, and FF, this is in the public, Toyota, Honda, you will feel another additional power.
People in the world, except for a few of a few, everyone is talking about intelligent + electric transformation. And, for a long time, giant business people have moved, and they don’t send four words on the face. Use the status quo of traditional giants to plan to compare the new power of the wind, the contrast is huge, and people are worried about traditional car companies.
Langya pure electricity price, less than 300 kilometers, is 148,900, the same price, casually BYD, Geely products hang. Even, in the public ID. Before the new car launched, it didn’t have the qualifications that Tesla placed together.
After Power Day, I will talk to the public. I saw a shirt
Since the Volkswagen Group changed the new CEO, Disney is not more It can stand in the center of public opinion, or the layoff triggers the palace drama, or the group’s internal integration encounters resistance. However, since the public thing of the World on March 15, the industry has changed his views. 
This Volkswagen Group’s battery strategy plan, the goals and volumes are very grand, and the difficulty is difficult, and QUOT will be revealed behind each project; and the money accelerates QUOT; 6 words. And this strategy, as long as it can eventually fall to eight or nine, we don’t have to have much concern about the future transformation of this company, and even the premise can be that intelligent research and development progress is almost.
The larger battery and charging technology route in the next 10 years, is there: to reduce battery cost, reduce the price of pure electric models, own Battery core supply capacity, while arrogant battery capacity, ultimately forming a industrial closed loop at the energy management level.
The core point, and the quot of this company; Volkswagen quot; two words continue to match, fuel truck eraThis is also the case with a car that is suitable for the people. 
Reducing the cost of the battery is 50%: the public’s way of operation is the most good modular production. The specifications of the battery will be unified, using the same appearance, use different materials. In 2030 after 10 years, the mass 80 percentage of products will use unified specifications. Of course, this trick does not make the cost of more than half of the cost, and another idea of the public is to make your own battery, battery system, first use, secondary use and recycling as a closed loop, carefully deduct material, supply Chain, production cost savings, ultimately decreased significantly.
When this is back, it is actually buried in other volts. On the one hand, the public passes the battery upgrade capabilities through the whole link of the battery, that is, the old owner of the MEB platform can also pay new batteries in the future. On the other hand, modularity is precisely the most good field of the public. , Complete better quality boosts with lower manufacturing costs. As for the maximum 50% battery cost, it will appear on the entry-level model of the world, and the standard battery cost of implanting intelligent technology will be reduced by 30%. With the decline in battery cost, the public’s pure electric products will be more competitive.
After implantation of intelligent technology, the battery cost is reduced by 30%. The cost of converting the vehicle has dropped 15%. At present, there is currently 555 kilometers of the Chinese market for 555 kilometers of mass ID.4x subsidies for 219,900 yuan. It is expected to fall to 19. 10,000 yuan. And this means that the new round of public intelligent pure electric SUV will enter the fuel-fuel car in the same age, and even, as the market moisture is further reduced, lower.
This is terrible, because the public’s brand capabilities will directly let the rest of the opponent’s other opponents must enhance their product power, otherwise they face elimination. From now on related electric vehicle products, the related products of BYD, Xiaopeng, Geely and other vehicles, even Tesla, the Chinese special version of the model, will be greatly impacted.
, the public is also determined, in addition to the standard cells of lithium phosphate, high manganese, three-lithium, will also be added Type of solid state, charging time reductionHalf, weight reduction is 30%. 2025 years ago, by optimizing the battery, supplementing 450 kilometers of battery life shortening until 17 minutes, after 2025, 12 minutes filled with 80 percentage electricity. Of course, in view of the power battery technology East Asia, Europe is still buds, the solid-state battery develops this mass time may be later than the industry, but it doesn’t matter, it is good at costing.
In this, the public did not talk about the currency numbers that the standardized batteries they need to be investing, but they would undoubtedly, this will be very burned.
Battery Supply Capacity + Birthplace: Standardized Core and Whole Energy Core Closed Hands After the hand, the public is obviously not imagined to purchase Fengtian love The letter 6AT gearbox is subject to people, so it is to do, it has a core power battery capacity. The solution is that the Volkswagen plans to establish six battery plants worldwide, and each plant is planned to capacity 40GWH, which has a total of 240GWH new standard cells.
This figure is very amazing behind it because it has transcending the existence of the current global battery giant Ningde. According to the latest Ningde Times capacity statistics, as of January 2021, its planned capacity exceeded 500GWH, which has been built with approximately more than 60 GWH, and from the new energy vehicle installed capacity, the total assembly machine of Ningde Times has exceeded 25GWH in 2020. Its actual capacity utilization is not high. Comparative to the public battery new plan, you will find that this Western European giant has the potential to threaten the capacity of the existing power battery industry. Once its standardized battery core can really bring cost advantages, the public can even become a first-class supplier of other car companies. 
Attention In the reference, the public held the National High Class in China, and the total share subscription is not less than 6 billion yuan. However, in recent, this subscription has appeared new variables to be further observed.
Type end + charging terminal + server: With battery technology plan, with battery capacity, for the public, matching the electric model to be launched and the surrounding capacity. Let’s talk about the model. The current MEB platform is invested in the market, but there is still a lot of vacancy than the advanced level. The next important point in time in 2024, the mass group currently has entered the test certificate for the research and development of the second-generation electric vehicle platform. Stage, in 2024, a new generation of electric vehicles, technological innovations, the public is ready for Pack, but directly integrates the battery with the Cell2Module chassis module, further reduces cost, enhances energy density, and reduces weight.
Then on you, the mass group is prepared to put 15 MEB electric vehicles in 2025, and the sales volume is expected to reach 2 million, and these new cars Behind the back, it is not only to rely on the existing joint venture, because it has already completed two new energy in FAW Audi, the public Anhui new energy, is expected to be the sales of new energy models.
Also, the field of charging, the public is preparing to spend money to make user convenience channels. Kai Mes, Volkswagen China and FAW Group, Jianghuai Auto, Star charging, the charging service provider, the public is ready to provide the next car owner to provide, a charging parking space, fast charge, nearby points of interest , Automatic deduction, etc. It is expected that at the end of 2021, Kai Mes can establish 500 chargestations in 8 cities in China, providing 6,000 fast charge, this number is general, but the follow-up plan is more amazing, and the mass China has 170,000 in 2025. Fast charge pile, providing 120-180KW fast charge, even a fast charge service with a maximum of 300kW.
If you say the previous 2 highlights, standardize the battery and battery capacity, you feel that there is not much relationship with yourself, then new cars and charging this will definitely evoke your interest. If the new car, the current first generation MEB is expected to have a surprise, there will be a maximum of more than 500 or even 600 kilometers, design is a family-cultivation, and it is featured that everyone has, but there will be too many innovations. Because localization capabilities and traditional car companies are not aggressive). Charging is a fun point. When the public’s charging network completed the establishment in 2025, if you are the owner, you can enjoy it, charge for half an hour, add 4More than 100 kilometers or even higher battery, then nothing does not affect the continued commute.
This detail behind this will not think about it, because in view of the influence of the mass brand in China, the number of owners is too much, almost 100 The percentage will appear, crowded these scenes, and how other cars playing at that time, it will be in the case of the public.
Can you succeed, and the risks behind
No matter what you look back, you still have a large number of news, in fact, this is a key factor, the number of money.
Only from manufacturing, after the plan finally realizes landing, the public can continue to have its own cost advantage, continue to continue the fuel-fuel era. I use 150,000 texture, but other car companies need 190,000 QUOT;, this has an advantage in the market sales.
Of course, the perspective of standing in the industry comments, the popular strategic risk is that it is still in the process, and the highlight is insufficient. For example, the topic and core highlights of these safety levels are not mentioned in fire, thermal out of control, explosion. The era of fuel truck, with the public application new technology TSI + DSG, Chinese consumers have experienced about 10 years of burning oil, drop, gearbox durability, etc., today they get a better treatment. For the public, the electric vehicle plans, these design levelsThe defect is not lost.
As for other details, the public’s executive force can be in place, and the fund chain cannot be broken. This is the implementation details of CEO Disresses and Volkswagen’s shareholders. We have more comments.
An obvious point is that if this strategy is implemented around 80 percentage in China, the new mass will turn rapidly in the new energy era, become threatened to other brands. Share swallowers. This is not related to its intelligence, it is not good enough, no shape of its shape is a suit.