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Event article
Editor-in-Chief | Zhang Kehuan
Edit | Zhang Li
Author | Qin Yiyong
Reports from The GreatAuto
The past 2021 is still difficult, not only because of the continuation of the epidemic, but also because of the pain experienced by all walks of life in the process of industrial upgrading. Especially in the automotive industry, which is facing "a century-old major change", it is even more at the time when the cold wave of the automobile market has not yet receded, and it has once again suffered from the critical blow of "lack of core", and automobile giants such as Volkswagen and Toyota have stopped production or reduced production (some factories) because of this, and the wave of "lack of core" can be described as an indiscriminate attack on a global scale.
However, compared with the "lack of core", the rapid progress of electrification allows us to see the infinite possibilities of the entire automobile industry in the process of transformation and upgrading. In the past year, major car brands have been chasing each other on the new track of electrification, trying to seize the market heights.
Next, let's continue to review the "big things" that may reshape the industrial pattern in the past year when the automotive industry is moving towards electrification.
GREATAUTO
Carbon neutral
What is changing the landscape of the automotive industry? "Carbon neutrality" bears the brunt.
As an important task to deal with climate change, carbon neutrality has been included in the outline of China's five-year plan for national economic and social development, and decomposed into all aspects of economic development and even daily life, which has a direct and far-reaching impact on the transformation and upgrading of the current automobile industry.
At present, vigorously developing new energy vehicles has become the consensus of the entire industry to achieve carbon peaking and carbon neutrality. In particular, the effect of pure electric vehicles on reducing carbon emissions is immediate, and it is becoming the main direction of traditional car companies and new car manufacturers.
However, the carbon emissions of automobiles are not only in the use process, but also in the entire life cycle from production, use to recycling. At present, many companies (such as BMW) have taken the lead in proposing the concept of "sustainable development of the whole life cycle of the car", only to achieve carbon neutrality in the whole life cycle of the car, it is a real "green car", which will be a long process.
It is worth mentioning that the new domestic car-making forces have made a good start, and we will wait and see whether they can truly change the long-sealed traditional market pattern in the process of a new round of industrial upgrading.
Xiaomi makes cars
It is not so much that Xiaomi made cars, but rather that the second wave of new car-making forces attacked.
In the past year, a number of new car-making forces such as Xiaomi, Niu Chuangxin Energy, and Binli Automobile have come to the front of the stage and officially opened a new journey of pursuing dreams. In particular, Lei Jun's ambition to gamble on his "last entrepreneurship" is bound to be earth-shattering in the new energy automobile industry, which can be described as shocking. At the same time, traditional car companies such as Dongfeng (Lantu), SAIC (Zhiji), Changan (Avita), and Great Wall (Sharon) have also begun to roll up their sleeves and prepare for a big job.
This also shows that after the first wave of new car-making forces, it has provided enough of the former (avoidance) car (pit) (big) to learn (law) for the latecomers, coupled with the continuous improvement of the penetration rate of new energy, as well as the continuous improvement of user acceptance, entering the highland of the new energy automobile industry and entering a new small climax.
On the one hand, there are prepared and menacing "newcomers"; on the other hand, "Wei Xiaoli", Nezha, Zero Run, Weima and other "veterans" who have been killed by the bloody rain and wind; coupled with the traditional car companies have increased the new energy automobile industry, the next competition will be more intense, and a new storm is coming.
Huawei does not build cars
Some people squeeze their scalps to get a spoonful of cake in the new energy vehicle market, but they return home; some people insist on "not building cars" but are repeatedly pushed to the center of public opinion, with their own aura. That's right, it's Huawei.
Over the past year, Huawei has insisted on declaring that it "does not build cars" but it is everywhere. By actively providing smart car solutions (including autonomous driving and intelligent interconnection systems) to major automakers, Huawei has successfully entered the automotive industry and received a good market response. For example, the SF5 released in cooperation with Xiaokang Xilis has received a lot of attention because of the blessing of Huawei's system.
What Huawei is currently doing is "helping car companies build good cars." Using its own advanced technology to help the development of the new energy automobile industry is also a demonstration of Huawei's current full use of its own advantages. Of course, there are also people who think that Huawei is only temporarily playing a "roundabout war" - the M5 is a classic example, when Huawei has gone deep into more aspects such as design and sales, which is not much different from their own car manufacturing + finding a car company OEM.
But no matter what, with Huawei's influence and lofty status in the hearts of the domestic people, whether it makes cars or not will gain a large number of fans. Next, in the spirit of "hoping to provide services for almost all car consumers", Huawei will have more actions, and it is expected that Huawei can bring us more surprises.
Japanese brands are powering electrification
Although the new car-making forces and most of the traditional car companies in China are going all out to electrify, almost all Japanese brands are quite reserved. "Big Brother" Toyota even once stood on the bridgehead against "electrification".
Even so, Nissan, Honda, etc. next door have been unable to hold back their restless mood and have announced their determination to transform pure electricity. In October 2021, Honda held a launch of its electrification transformation strategy to release the pure electric brand "e:N" and five models; in November, Nissan released its Vision 2030, planning to launch 23 electric drive models.
I don't know if the "non-cooperation" of the brother brand stimulated Toyota, so a dramatic scene appeared.
On December 14, 2021, Akio Toyoda, who has always been averse to electrification, announced the Toyota/Lexus future global electric vehicle strategy and released 15 pure electric vehicles in one go, which was surprising and surprising. Not only that, by 2030, Toyota will invest a total of 8 trillion yen (real-time exchange rate of about 441.6 billion yuan) for the research and development and investment of electrified models, of which 4 trillion yen will be used in the field of pure electric power.
Toyota may be really anxious, but this "no sound is already, a blockbuster" move, it can be seen that Toyota has long been prepared, but also for 2021 to make a perfect ending.
Today, Toyota has finally made a statement, and the prelude to the Japanese brand's all-out march into electrification has officially begun. Although it is slightly late, based on the deep accumulation of Japanese brands in electrification technology, the performance of Toyota, Honda, Nissan and so on in the future is also worth looking forward to.
Tank hot sale
Nowadays, all kinds of new energy vehicles on the road are soaring, but it has to be admitted that for a long time to come, traditional fuel vehicles will still be the protagonists of the times, and the fuel vehicle market will still be the home field of major car companies that cannot be ignored.
Of particular note is the outbreak of the "Tanks" series.
The tank 300, which was officially listed at the end of 2020, ushered in a comprehensive blowout in 2021, not only the product was in short supply, but also the various "special editions" launched during the period were also swept away by fanatical fans, and the terminal market also appeared in the chaos of "mark-up" that only some joint venture brands have. However, Great Wall Motors used the penalty method of "canceling the right to operate tank 300" to decisively stop the bad behavior of some dealers overdrawing the brand reputation, and timely made up for the mistakes made by "their own people", which won unanimous praise.
The success of the Tank 300 has also led to the popularity of new models such as the subsequent Tank 500 and Tank 600, and to a certain extent, it has restrained the arrogance of the joint venture competitors in the market segment, which can be described as quite a long face for independent brands.
In the past two years, the new forces of car manufacturing have made full efforts, and traditional car companies have also undergone a round of reshuffling, and the performance of independent brands such as Geely, Changan, and Chery in the traditional fuel vehicle market is getting better and better. Geely's luxury brands Lynk & Co and Changan UNI high-end sequence products have received good market responses, and continue to grow and develop in high-speed growth.
Nowadays, independent brands use their strength to conquer more and more consumers, so that they are no longer only the joint venture brand, and there will be more "Tank 300" in the future to highlight the siege and boost the development of independent brands to a new level.
Automotive views:
2021 is an eventful autumn, and it can be summed up in one word : difficult.
It is true that the epidemic situation is still grim, and the economic trend is not optimistic, but every year there are major events, but the "events" are all different.
In the past 2021, although the automobile industry has encountered unprecedented difficulties and challenges, it is also accompanied by opportunities and development. Under the industrial upgrading and new development trend, domestic brands are rising, new car-making forces are growing, and even Japanese brands that have been hesitant have begun to fully electrify, and the love and killing of the automobile industry will be more exciting. It is also in this stormy wave that there is a better chance to witness subversive changes. We hope that in the new 2022, the automobile industry will be tenacious and upward, and domestic brands will create glory again.
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Mr. Jiang Lei, Shanghai Hansheng Law Firm
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