.2 million-level electric sedan market is about to change!
Data from the China Association of Automobile Manufacturers shows that in the first half of 2022, domestic new energy passenger car sales were 2.6 million units, a year-on-year increase of 120%, and the market penetration rate of increased from 13.4% in the whole year of 2021 to 20.3% in the first half of this year.
However, interestingly, although the sales of the new energy passenger car market has grown rapidly, it is more concentrated at the top and bottom, namely the mid-to-high-end car market represented by La, and the entry-level scooter market represented by Five EVs. In the 200,000-level market that occupies the backbone of the market in the fuel vehicle era, no truly phenomenal electric vehicle has ever appeared.
Some people may say that there is no special el 3. Bibao and zero 01? But you should know that after the price adjustment, the starting price of 3 has reached 291,000 yuan, and Helin 01 has not been launched, even if the pre-sale price is high, it is close to 300,000 yuan. As for the ID.4 series, which bears Volkswagen's "wishing the whole village", it has performed mediocrely after its launch and is difficult to bear the banner of a 200,000-level electric sedan.
Today, a product that will truly change the 200,000-level electric sedan market has finally arrived.
htmlOn the evening of July 25, the first model of Changan Deep Blue, the Deep Blue SL03, was officially launched. The new car has released 4 models with a guide price of 168,900 yuan to 699,900 yuan. Among them, the pure electric version's 705km battery life and 515km battery life are 215,800 yuan and 183,900 yuan respectively; the 1200km battery life is 168,900 yuan; and the 730km hydrogen-electric version is 699,900 yuan.In addition to the hydrogen-electric version, which is subject to the high cost of manufacturing cars due to the industrial scale, whether it is the first mass-produced extended-range electric vehicle in this level or the two pure electric versions, the price and configuration of the Deep Blue SL03 have set a new height for the 200,000-level electric sedan.
price is more attractive than expected
In fact, when Changan Deep Blue announced the pre-sale price (179,800-231,800 yuan) at this year's Chongqing Auto Show , the outside world was surprised by this attractive pricing. It was originally speculated that the official price of the new car might be 173,800 yuan to 229,800 yuan, but the new car is more than 10,000 yuan cheaper than the pre-sale price, which undoubtedly breaks everyone's general impression of "electric cars equal to expensive".
Electric cars are expensive, mainly because the price of power batteries continues to break new highs due to the continuous rise in raw materials. Online information shows that at this stage, the cost of ternary lithium battery cells exceeds 1,000 yuan per kilowatt-hour, and the cost of cheaper lithium iron phosphate batteries is also 800 yuan per kilowatt-hour.
What is this concept?
Take the 3 rear-drive version as an example, using a 60kWh battery pack, which means that the battery cell cost is approximately 60,000 yuan, accounting for about 21% of the car price; the Bibao standard battery uses a 61.4kWh lithium iron phosphate battery, and the cost of the photovoltaic cell is as high as 50,000 yuan, accounting for about 24% of the pre-sale price.
, and the 58.1kWh ternary lithium battery pack battery cost used by the standard battery version of the Deep Blue SL03 is also close to 60,000 yuan, but since its price is only 183,900 yuan, the battery cost accounts for as high as 33%, while the long-range version of the Deep Blue SL03 battery cell cost is as high as 37%.
The battery capacity that is close to competitors is far lower than competitors. It is really not an exaggeration to say that "Deep Blue SL03 is the conscience of the industry."
More importantly, the battery life and performance of the Deep Blue SL03 have not shrunk due to the lower price. The
58.1kWh version of the dark blue SL03 CLTC has a battery life of up to 515km, which is no less than the 60kWh M3 rear-wheel drive version and the 61.4kWh Leopard standard battery life version. The 80kWh version of the Deep Blue SL03 CLTC has a range of 705km, entering the first camp of the longest range of pure electric vehicles today. In terms of performance,
also adopts a single-motor rear-drive mode. The 515km-endurance version of the Deep Blue SL03 accelerates in just 5.9 seconds, which is faster than the 6.1 second of the M 3 rear-endurance version and the 7.5 seconds of the Hai standard battery life.
Of course, compared with the two electric cars, the more attractive to consumers is undoubtedly the deep blue SL03 extended-range version priced at only 168,900 yuan.
On the one hand, the Deep Blue SL03 Extended Range Edition has a 7.5-second 000 acceleration, which is not only faster than most joint venture B-class fuel vehicles, but is even faster than the 1,500 standard battery life version (7.61 seconds) of the same level. The range-extended range is faster than the acceleration of pure electric vehicles, which also subverts everyone's impression of "poor performance of extended range-extended range-extended electric vehicles".
On the other hand, the CLTC range of the Deep Blue SL03 extended range is as high as 1200km, and the range is almost twice that of pure electric vehicles of the same level on the market. More importantly, the comprehensive fuel consumption of the CLTC of the Deep Blue SL03 extended range version is only 0.7L/100km, and even the fuel consumption of power feeding is only 4.5L/100km. In other words, while perfectly avoiding the problem of energy replenishment of electric vehicles, it can also bring far lower vehicle usage costs than fuel vehicles of the same level.
configuration is full, and one does not fall below
Of course, if it is just to lower the car price, it is not difficult for car companies. As long as you "cut off" some configurations, you can easily reduce the car price (there is more experience in joint venture brands in this area). However, to ensure that the car price is lower than the competitors and the configuration must be ahead of the competitors, it will really test the supply chain system and cost control capabilities of the car companies.
Dark Blue SL03 just achieved the price lower and the configuration is full.
Although the dark blue SL03 is divided into three versions: pure electric, extended range and hydrogen electric, in fact, except for the hydrogen electric version, the three models of pure electric and extended range versions are basically the same configuration (the number of speakers in the extended range version is smaller), which is just the difference between battery life and power. This is in addition to the E, another model that truly achieves high configuration to "standard configuration for the entire series".
, such as seat electric adjustment, seat heating/ventilation, frameless doors, external rearview mirror electric folding /heating, etc., we will not expand here. After all, these configurations are almost standard in electric vehicles of 200,000. What is really surprising is that the Deep Blue SL03 has achieved "equality of all beings" in terms of smart cockpit and intelligent driving assistance.
Dark Blue SL03's smart cockpit consists of a 10.2-inch full LCD instrument, a 14.6-inch intelligent rotating sunflower screen and a Qualcomm 8155 car chip, with 12G running memory and 128G storage space. Among them, the Qualcomm 8155 chip is currently the top-notch automotive chip on the market, neither M3 nor Bibao is equipped, which shows how high the Changan Deep Blue SL03 is in smart cockpit hardware.
Not only that, but Deep Blue SL03 also has many highly intelligent configurations such as smart gesture interaction, AR-HUD, 3D full-series facial recognition, etc. What is this concept? Even the two models with higher-end features are equipped with ordinary HUD head-up display system, and the special 3, which costs nearly 300,000 yuan, is not even available.
It is no exaggeration to say that in terms of smart cockpits, Changan Deep Blue, which has a background of traditional car companies, is even more "new" than new forces.
. In terms of intelligent driving assistance configuration, the Deep Blue SL03 is equipped with 6 ultrasonic radars, 3 mm wave radars, 1 2-megapixel front intelligent camera, 4 1-megapixel panoramic cameras, and a DMS camera, which can realize up to 14 L2-level driving assistance functions such as IACC, TSR, BSD, LCA, LKA, RCTA, etc.
If you need more advanced driving assistance functions, you can also choose an advanced intelligent driving assistance hardware system (including 4D imaging millimeter wave radar × 1, high-density point cloud millimeter wave radar × 4, new generation coded ultrasonic sensor × 12, 8-megapixel front intelligent camera × 1, 2-megapixel panoramic camera × 4, 2-megapixel perimeter camera × 5, DMS camera × 1, micro-touch sensor × 6) and advanced intelligent driving assistance services. After
is optional, the vehicle will support APA7.0 remote valet parking, full-speed adaptive cruise, lane keeping, intelligent lane change assistance, intelligent lane selection, intelligent up and down ramp assistance and other functions. In terms of driving assistance capabilities, Deep Blue SL03 has the strength to confront Special 3 head-on, and will even surpass it in some scenarios. Moreover, the optional price of 20,000 yuan is much more serious than that of a number of new forces and special sincerity.
Dark Blue SL03 let Changan drive towards "deep blue"
When domestic fuel vehicles gradually emerged in 2000, the market distribution also showed a "dumbbell" structure, but when the fuel vehicle market gradually matured, it gradually transformed to a "spindle" structure. Today's new energy vehicle market is following the old path of the fuel vehicle market back then, but the transformation speed is obviously faster.
Previously, the industry generally predicted that the market share of new energy vehicles will reach 20% to 25% in 2025 and 50% in 2030.In the first half of this year, against the backdrop of an overall decline of 7.2% for passenger cars, sales of new energy passenger cars increased by 122.5% year-on-year, and the market share of new energy passenger cars even reached 27.4% in June.
At the same time, Cui Dongshu, Secretary-General of the National Passenger Car Market Information Joint Conference, believes that the increase in the new energy vehicle market in 2022 will mainly be reflected in the A-class car and B-class car markets.
All of this shows that the market structure of new energy vehicles has rapidly changed from "dumbbell-shaped" to "spindle-shaped".
When the two ends of the "dumbbell-shaped" gradually became the "red ocean", the gradually rising 200,000-level new energy passenger car market has become the "new blue ocean". Whether it is the rumored upcoming Model 2/Model Q, the launch of new brands into the range of 150,000-300,000, or the HB lp this year, it shows that many traditional car companies and new forces are also beginning to make plans.
Judging from the pre-sale prices and configurations of products of the same level of each brand that have been exposed, the product strength and advantages of Deep Blue SL03 are undoubtedly, and it is even less than that of higher-level pure electric vehicles. The first launch of Deep Blue SL03 undoubtedly allowed Changan Deep Blue to occupy the high ground of this "new blue ocean" ahead of schedule.
In addition, the price of Deep Blue SL03 has also entered the hinterland of fuel vehicles of the same level, challenging the joint venture fuel vehicles of the same level.
In everyone's inherent impression, electric vehicles of the same level have very obvious advantages over fuel vehicles in terms of performance, intelligence, cost of use, etc., but the price is often higher than fuel vehicles of the same level.
and the price of Deep Blue SL03 of 168,900 yuan to 215,900 yuan has fully entered the price hinterland of joint venture B-class cars such as Volkswagen, truly achieving the "same price of oil and electricity". Especially in an era when automobile consumption is getting younger and younger, Deep Blue SL03 has brought a smarter, more performance and more sporty experience at a lower price, which undoubtedly has become the biggest rival of the slightly "out-of-the-art" joint venture B-class fuel vehicle.
"lower the price and full of configuration", the deep blue SL03 has obviously not only limited to the 200,000-level new energy passenger car market, but a broader world.
(Mini program has been added here, please go to the Dongchedi client to view)
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