Autonomous brand accelerate into the hybrid track

21st Century Business Herald reporter Song Doudou Guangzhou report

Since the beginning of this year, the price of high oil prices and the continuous increase in new energy vehicles has made the fuel vehicle market and the pure electric market facing a lot of challenges. The "oil -electricity and electricity" hybrid market ushered in explosive growth.

According to the latest data from the China Automobile Association, the sales volume of pure electric vehicles in August was 522,000, an increase of 92.9%year-on-year; the sales of plug-in hybrid models were 144,000, a year-on-year increase of 1.6 times; The sales volume reached 3.86 million units, an increase of 113.9%year -on -year. Among them, pure electric vehicles reached 34,000, a year -on -year increase of double; 818,000 plug -in hybrid models, an increase of 1.7 times year -on -year, far exceeding the growth rate of pure trains during the same period.

In the past, Chinese brands relied on the first advantage of pure electric vehicles to achieve "curve overtaking" in the new energy vehicle market.

Under the wave of electricity, the rapidly developing hybrid market is competing with the pure electric market.

Hybrid and electric long -term coexistence and strategic complementarity

In fact, hybrid technology has been controversial for a long time.

In 2020, Volkswagen CEO Feng Sihan criticized the "extended process (technology) is the worst solution". The ideal car CEO Li wanted to fight directly on social media. ONE and Volkswagen's large -scale SUVs are compared with columnar charts, showing an ideal ONE to crush all the same level of the same level of the same level of Volkswagen.

This year, the Great Wall Motor executives spoke from the Huawei executives, and repeatedly claimed that "the extension is backward", and once again pushed the technical route of the extended electric vehicle to the front of the stage.

The hybrid system mainly includes engines, motors, and power coupling devices. Different hybrid system configurations may include different motor quantity (such as single motors, dual motors), different motor positions (such as P0-P4), and different types of power coupling devices (such as planetary row, dual-clutch transmission, etc.) Essence

Different hybrid configurations are classified in accordance with their working mode. The current typical configuration in the market includes three types: one is the series configuration. Under the series of structures, the vehicle can only drive in series or pure electric mode, that is, that is, that is, The engine only drives the generator to generate electricity, does not directly participate in the driver, and the driver is fully implemented by the drive motor. The extended hybrid system equipped with the ideal ONE of the public opinion center, the M5, etc. is a typical series of the series.

The more popular explanation is that if the charging is convenient, the vehicle can always be driven by electricity. In the case of no electricity available, the amplifier can charge the battery by burning gasoline to solve the mileage anxiety. Strictly speaking, an increased electric vehicle is a variant of plug -in hybrid.

The other two are the two motors and collaterals, such as BYD DM-I, Great Wall Lemon DHT, Geely Thunder God Zhiqing Hi · X Hybrid, GAC Trumppie Qi Waves, etc. Move, such as Changan Blue Whale IDD hybrid system.

From the perspective of the industry, the working mode of pure electricity, mixed connection, and parallel connection is more effective and more effective than the simple series mode. However, there are also opinions that with the development of technology, the differences are gradually decreased.

It is worth noting that not only the extension of the "criticism" is not only an increase, but the hybrid is also difficult to escape.

In August, the chairman of Xiaopeng Automobile and CEO He Xiaopeng publicly stated that relying on super fast charging, high battery life and self -operated charging stations, pure electric vehicles are expected to rewrite the market pattern and eliminate hybrid models. Earlier, he also revealed that Xiaopeng Automobile had considered research and development hybrid technology, but after struggling, he believed that "the value of hybridization in 2024 or 2025 will gradually disappear, so Xiaopeng Automobile chose to high -voltage pure electricity, control pure electricity, control pure electricity, and control pure electricity, control pure electricity, and control pure electricity, and control pure electricity, control pure electricity, and control pure electricity, and control pure electricity, control pure electricity, and control pure electricity. Smart pure electricity well. "

However, in the view of Xu Xiangyang, a professor of Beijing University of Aeronautics and Astronautics and the executive deputy director of the National Passenger Vehicle Automatic Transmission Engineering Technology Research Center, it will reach 40,000 to 500 million in the future. The electric car technology route is definitely not desirable. Do not regard hybrid technology as a transition technology, hybrid and electric should be a long -term coexistence strategic complementary relationship.

Xu Xiangyang said, "Energy security, resource safety, dual carbon target, and huge domestic market size, etc., comprehensively determine that hybrid cars and electric vehicles must be a long -term coexistence and strategic complementarity. , Together with the market share of traditional fuel vehicles. "

Tianjin University Chair Professor and the International Automobile Engineer Society's Society of Shiyao ordered that hybrid power is the most effective and lowest cost of reducing carbon emissions. It combines the advantages of electric vehicles. The convenience of the mixed power at the same time has greatly reduced the use of batteries. It is foreseeable on the environmental impact and is one of the paths to achieve zero -carbon emissions in the future.

Own brand hybrid models have a sudden emergence

Facing China's huge car consumer market and diversified automotive demand, the hybrid routes that were considered as transition technology have begun to recover. List of independent brands such as BYD, Geely, Great Wall, etc. have launched the latest generation of hybrid technology to promote it with a aggressive posture. Chinese brands have found a new development path between fuel vehicles and electric vehicles.

From the perspective of industry competition, in addition to Japanese Toyota and Honda adherence to hybrid routes, independent brand hybrid models have emerged. Since 2021, independent brands have successively launched hybrid technology, such as Geely Thunder God Zhiqing Hi · X, BYD DM-I, Great Wall Lemon DHT, Changan Blue Whale IDD, GAC Trumpchi Waves, etc. The extension technology adopted by the AITO brand, etc. also belongs to the hybrid field. The effectiveness of technology innovation continues the local advantages of cost, performance and intelligence. At present, it has gradually formed a substitution trend on traditional fuel vehicles.

The industry believes that there are two main reasons for the outbreak of the hybrid market: first, policy -driven. According to the "Energy Conservation and New Energy Vehicle Technology Road Figure 2.0", by 2035, the annual sales of energy -saving vehicles and new energy vehicles in China will each account for half each. Essence Among them, hybrids will be promoted as the most important energy -saving technology in the automotive field. Traditional energy power passenger cars will be replaced with hybrid models. At the same time, the new version of the "dual points" policy implemented in 2021 has also enhanced the attractiveness of oil and electric hybrid vehicles to car companies. Second, more and more hybrid models achieve the same price of oil and electricity, and many consumers are willing to pay costs to experience the driving experience brought by PHEV.

"On the one hand, under the circumstances of high oil prices, consumers want to experience the driving experience of fuel vehicles and the convenience of replenishment, but also have demand for energy conservation and intelligence; on the other hand, due to the breakthrough of plug -in hybrid technology, Let the car companies see the increase in markets. "Cui Dongshu, Secretary -General of the National Federation of China, said in an interview with the 21st Century Business Herald reporter.

From the perspective of the domestic market, the market share of independent brands in the field of inserting mixed has surpassed the joint venture brand. Among them, BYD's layout in the hybrid field was the earliest. In 2008, the first generation of DM hybrid technology was released, and its hybrid system has experienced 4 rounds of iteration. Data show that the official announcement of BYD, which has sold fuel vehicles, has been selling all the way this year, with sales exceeding 170,000 units in August, of which 91,300 DM -inserting models and 82,700 EV pure tram models.

In addition to BYD, in the context of double carbon, GAC Trumpchi is also fully promoting the implementation of HEV and PHEV hybrid technology. In April of this year, Trumpchi released the Waves hybrid, including two hybrid technical routes: First, the self -developed GMC dual motor strings are connected to the mixing system, which is currently on the Yingku, Yingpeng and other models. Toyota's THS power diversion hybrid system, realize the combination of turbocharged engines and THS systems, is carried on the new second -generation GS8 dual engine and M8 HEV version.

At the 2022 Chengdu Auto Show held a few days ago, the Yingku Hybrid Edition, the Shadow Leopard Hybrid Edition, the new -generation M8 luxury MPV hybrid version, and the new second -generation GS8 dual engine made their debut. Dynamic coverage.

Zhang Yuecai, general manager of GAC Trumpchi, said that by 2025, GAC Trumpchi will realize the hybridization of all models. In 2030, the hybrid sales accounted for more than 60%, challenging carbon neutrality in 2045.

"In the next few years, although it has not been announced that the suspension of fuel vehicles, the subsequent models are basically hybrid, mainly PHEV and HEV. From the current situation, the development of model development in the next 3 years will basically be basically the development of the model in the next 3 years. For the future. "For the future, Liu Jianguo, Minister of the Hybrid and OEMs of the GAC Passenger Car Co., Ltd. reiterated two points. One is the scene of customer needs to meet the multi -purpose of customers; second, GAC Trumpchi is mixed The field of movement is deeply cultivating and becoming the header of the Chinese automobile industry.

"The core of the competition of hybrid products is that the company combines technical routes, product positioning, and its own conditions to maximize the product. Through intelligent technology, hybrid products form the unique technical and brand characteristics of the enterprise, create differentiation and improve competition to improve competition. "Force." Xu Xiangyang believes that "different technical routes are different in terms of performance, structure complexity and cost. They have their own advantages and disadvantages. There are no best technical routes and products. And product. "

Changjiang Securities expects that the annual sales of domestic hybrid models will exceed 6.35 million by 2025, and the market space will be huge. Soochow Securities estimates that the penetration rate of hybrids from 2021-2025 will increase from 7%to 50%, and it is expected to copy the road of growth from 2011 to 2016 that the independent SUV interpretation.

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