SAIC Zujie: Should not blindly pursue the mileage of mileage super long

21st Century Business Herald reporter Zheng Zhiwen Wuhan report

"From the perspective of the application side, consumer mileage anxiety is still the main reason for hindering the further increase of the penetration rate of new energy vehicles. Blindly pursuing the mileage of mileage is super constant, not only can it not fundamentally solve the problem of mileage anxiety, but it may also bring a unit mileage mileage High energy consumption and large consumption of bicycle resources. We believe that the effective measures to effectively relieve mileage anxiety are to establish a high -density and mode -based charging and replacement network, and continuously improve the efficiency of energy supplementation. It is practical. "On September 23, Zu Sicing, vice president and chief engineer of Shanghai Automobile Group Co., Ltd., said at the high -level forum of China's new energy vehicle development.

Zu Xijie said that the contribution of electric intelligent connected cars to the market and the driving role of industrial development have begun to appear. On the one hand, from the global perspective, comprehensive electric intelligent networking has shown a trend of rooting. Last year, new energy vehicles sold more than 6.6 million units worldwide, a year -on -year doubles, and this year is expected to reach a new high. In Europe, the world's second largest new energy vehicle market, the market share of Chinese brand electric vehicles has exceeded 10%.

On the other hand, from the domestic perspective, new energy vehicles have entered a stage of rapid development, and the market size has grown rapidly. At present, the number of new energy vehicles has exceeded 10 million units, and the market penetration rate of passenger cars has exceeded 1/4, of which The rise of domestic independent brands has become the first pillar force to support the development of the market.

At the same time, he pointed out that new energy vehicles also faced challenges in the electric intelligent connected automotive industry chain. In addition to the mileage anxiety on the application end, the structure of dumbbell -type dumbbell -type in the new energy vehicle market is still the same, and the bottleneck of hydrogen fuel cell vehicle industrialization needs to break through. In the field of passenger cars, from January to August, new energy products with prices of more than 250,000 yuan accounted for 24%, 27%of new energy products with less than 100,000 yuan, and the market still showed dumbbell -type distribution. As EV, PHEV, HEV, EREV's various technical routes mature, the structure of new energy vehicle is expected to further balance.

In the field of commercial vehicles, from January to August, the sales of domestic hydrogen fuel cell commercial vehicles increased by more than 160%year -on -year, and the preliminary results of the renewal policy were initially effective. Grand exhibition and expansion of application scale have formed a certain hindrance.

From the perspective of the upstream application side, power batteries, raw materials, chips, operating systems, fuel cells, photoelectric materials, etc. still restrict the rapid development of new energy vehicles. Among them, in about a year, the price of lithium carbonate skyrocketed by 10 times, and the middle and lower reaches of the value chain of the vehicle factory bears huge cost pressure. Especially in the manufacturing links of chip -level chips such as wafer processing and process, and the operating system of autonomous controlled open source and open source, we still have a small gap with foreign advanced levels. Not fast and not far.

In addition, key materials such as proton exchange membranes, catalysts and carbon paper of fuel cells still use imported materials in large numbers, which is not conducive to the reduction of fuel cell vehicles and industrialization promotion. It is also a key issue that needs to be solved urgently.

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