Hello everyone, good evening, I am the president of the Electric Vehicle Commune. Before
, the electric vehicle public society collected 3 or 5 pieces of news that could not be written as in-depth articles in a week, and conducted simple analysis and comments. After
after a lot of suggestions from fans and friends, I found that it’s better to make a more detailed summary of the big news this week, because there are too many friends who are busy for a week and missed the news we summarized every day, so there is "Events of the Week" after the revision: This week, news about the industry, about new cars, about new technologies, about executives or corporate changes and new energy related news are all here~
The following is the news of last week ：Z1z
About the policies
1,
The State Council issued
"New Energy Automobile Industry Development Plan (2021-2035)"
The General Office of the State Council issued the "New Energy Automobile Industry Development Plan (2021-2035)", according to the plan until 2025 In 2009, the average power consumption of new pure electric passenger vehicles dropped to 12.0 kWh/100 kilometers.
"Planning" proposes that by 2025, the sales of new energy vehicles and new vehicles will reach 20% of the total sales of new vehicles. Based on the sales level of more than 20 million in China's passenger car market in the past five years, to achieve the goal, the sales of new energy vehicles will be at least about 4 million, and the sales of new energy passenger vehicles in 2019 will be 1.06 million.
By 2035, pure electric vehicles will become the mainstream of new sales vehicles, public vehicles will be fully electrified, fuel cell vehicles will achieve commercial applications, and highly autonomous vehicles will achieve large-scale applications.
It is worth mentioning that electrification, networking, and intelligence in the "new four modernizations" have been mentioned, but "sharing" is not mentioned.
Regarding this point, Cui Dongshu, Secretary General of the Travel Federation, said: “This time the deletion of sharing is of great significance. Sharing is not the goal of new energy development, but only a business model. Moreover, car sharing is unrealistic in the short to medium term. Therefore, it is correct to delete the sharing."
About the enterprise dynamics
2,
Ideal ONE "free upgrade" becomes "recall"
On November 6, Ideal Motors recalled June 2020 in accordance with the requirements of the Defective Product Management Center of the State Administration for Market Regulation The 10,469 Ideal ONEs produced on or before 1st will have free replacement of the lower arm of the front suspension with higher ball pin release. While recalling, Ideal apologized for the previous "hardware upgrade" statement.
Previously, our official account had voted on the last "hardware upgrade" event. The vast majority of people believed that this time should be called a "recall" rather than a "hardware upgrade." Regarding the "broken shaft", the president just posted an article telling you why the car broke the shaft!
In just a few days, the previously called "hardware upgrade" program has become a "recall", and the solution has not changed. Although the recall is good for consumers, we are also in favor of both hands and feet, but this wave of operations may be It hurts the hearts of old car owners who have been constantly maintaining their ideals.
3,
Domestic Model 3 is expected to be delivered longer.
According to Tesla’s official website, the expected delivery date of the upgraded version of the domestic Model 3 standard battery life will be extended by one month, from 1-2 weeks to 4-6 weeks, while Model 3 The delivery time of the rear-wheel drive long-life version remains unchanged, and the estimated delivery time is 1-4 weeks. There are many reasons for the extended delivery time of
. It may be that the production capacity of the battery supplier has not kept up after the Model 3 standard battery life version replaced the lithium iron phosphate battery.
In addition, the Model 3 models exported to Europe are also the standard endurance version, which may be due to the extended delivery time due to the production of export models. There is also a possibility that orders surged after Model 3 price cuts and queues appeared.
4,
Xiaopeng Zhaoqing plant will expand its production capacity
Recently, Zhaoqing Xiaopeng Automobile Co., Ltd. has added an administrative license with the content of expansion: the expansion of the assembly line, and the annual production of 100,000 new energy passenger vehicles after the expansion is completed. Xiaopeng is about to complete its Zhaoqing plant's annual production capacity of 100,000 vehicles.
Currently, the Zhaoqing plant only produces P7. After the plant’s production capacity is increased, the manufacturing cost will be further reduced.This is to deal with price wars that may occur at any time in the future.
At present, the 150,000 annual production capacity of the Haima OEM factory plus the 100,000 annual production capacity after the expansion of the Zhaoqing factory, Xiaopeng has at least 250,000 annual production capacity. In addition, Xiaopeng’s new plant in Guangzhou has started and will be completed by the end of 2022. It can be seen that Xiaopeng has already paved the space for future capacity increase in advance. About
5,
BMW will develop a pure electric platform
On November 4, at the Q3 financial report meeting held by the BMW Group, BMW CEO Qi Puze said that BMW has established a new department to develop a pure electric architecture platform. It is reported that models based on the new platform will be put into production at BMW's Hungary plant after 2025.
BMW CEO Ziptzer once stated that BMW will not develop a proprietary platform for electric vehicles at this stage. This remark was reported by the media in February this year, and it took less than a year.
Germany’s troika, Volkswagen has already entered the car, Mercedes-Benz’s true pure electric platform will soon be available, but BMW insists on using hybrid and pure electric sharing platforms.
6,
Nissan will fully electrify the Chinese market in 2025
Recently, Nissan officially announced its model planning information in China. According to the plan, Nissan will achieve full electrification of the Chinese market in 2025 and will no longer sell pure fuel vehicles. .
It seems that Nissan’s electrification steps are too radical, but in reality, Nissan has a mature e-Power system, which is a type of extended range technology. The engine is only responsible for power generation and does not participate in driving. It is mainly low-speed pure electricity with Toyota and Honda hybrid systems There is a clear difference between high-speed engines.
It is reported that by 2023, nearly half of Nissan's product lines will complete the electrification transformation. Nissan will launch 9 electrified models in China by 2025, including pure electric and hybrid power systems. About the sales volume of
7 and
Weilai delivered more than 5,000 units in October.
From January to October 2020, Weilai Automobile delivered a total of 31,430 units, and has delivered 63,343 units since June 2018.
In October, Weilai’s monthly deliveries exceeded 5,000 units for the first time, with a total of 5,055 units delivered, setting a new record for monthly deliveries. ES6 is still in charge of sales and 2,695 units were delivered in October.
It is worth mentioning that the EC6, which has just started delivery, delivered 883 units in October. As a niche crossover SUV, it has achieved such gratifying results and deserves recognition. However, EC6's most direct competitor Model Y has not yet started production, and the real showdown has not yet begun.
8,
Xiaopeng delivered a total of 3,040 units in October.
Xiaopeng Motors delivered 17,117 units from January to October this year. The total delivery volume reached 3,040 units in October. Among them, G3 delivered 936 units in a single month, compared with September 905. Taiwan increased slightly.
As for the leading model P7, 2,104 units were delivered in a single month. Compared with the 2,573 units delivered in September, the P7 showed a significant decline. This has a certain relationship with the model 3's price cut on October 1. The price of
Model 3 is reduced to 249,900 yuan this round, which is lower than the P7's flagship long-range version, and even overlaps with the P7 entry-level model.
9,
Ideal ONE delivered 3,692 units in October
January-October 2020, the cumulative delivery of Ideal ONE was 21,852 units, and 3,692 units were delivered in October, setting a single-month delivery record for three consecutive months.
After this year's ideals experienced negative news such as "broken axles", "spontaneous combustion", and "trailing trucks", sales have not been greatly affected.
In addition, the growth of Ideal's sales volume is also related to its strategy of expanding its stores. As of October 31, Ideal Automobile has 41 retail centers across the country, covering 36 cities.
10,
Weimar delivered a total of 3,003
in October this yearFrom October to October, the cumulative sales of Weimar Motors reached 16,889, and the sales volume of 3,003 in October was a new high for the year.
Among the new forces of domestic car-making, the polarization has been very obvious. The first echelon headed by Weilai, Ideal, Xiaopeng, and Weimar have all delivered more than 3,000 units per month, except Weimar is about to land on the Sci-Tech Innovation Board. , The other three have been successfully listed. Next, the goal of the top four new forces is to seize the incremental market.
11,
BYD's October sales of 23,217 new energy vehicles
BYD announced the October sales report, with 24,515 fuel vehicles sold and 23,217 new energy vehicles. The installed capacity of power batteries and energy storage batteries in October was approximately 1.507GWh, and the cumulative installed capacity this year About 8.591GWh.
It is worth mentioning that BYD's battery installed capacity during the same period last year was only 0.599GWh. This year, the battery installed capacity has made a qualitative leap, and the contribution of blade batteries is not small.
Due to BYD’s better-than-expected performance in the third quarter and recent favorable policies, BYD’s market value has exceeded 450 billion yuan.
12,
Wuling Hongguang MINI EV sales hit a record high
SAIC-GM-Wuling's October sales exceeded 179,000 units, of which the overall sales of SAIC-GM-Wuling new energy products reached 29,711 units, an increase of 22% from the previous month. Z1z
's popular model MINI EV still has an eye-catching performance. October sales reached 23,762 units, accounting for nearly 80% of SAIC-GM-Wuling's new energy products.
According to the official introduction, the main force to buy MINI EV is young people in their 20s. If the Hongguang series is the beginning of Wuling's transformation from a "tool car", then MINI EV, as Wuling's first new energy vehicle, is a "younger" change. The sales of
13 and
zero-run vehicles hit a record high in October. The sales of
zero-run cars were 1,743 units in October. The sales of its main model T03 were 1,681 units, and the cumulative sales of 5,358 units have been since its launch. At present, the first echelon of new forces, Weilai, Ideal, Xiaopeng, and Weimar have monthly sales of more than 3,000 units, and there is still a certain distance to catch up with Zero Run.
According to previous official announcements, there are only 80 channels across the country, including sales and service outlets. Laying offline stores is one of the key factors to increase sales. In addition, we also learned a piece of information from real sales: There are many situations in which old owners of zero running introduce new owners, and we will specifically provide content for specific situations.
About those executives who can’t be spared
14,
Weilai hardware team welcomes new executives
According to domestic media, Weilai Auto is planning to independently develop autonomous driving computing chips. The project is mainly promoted by Weilai Automobile CEO Li Bin. R&D, both human and material resources are huge investments. At present, Weilai has a capital reserve of more than 20 billion, which is still short of talents. Li Bin himself started to look for candidates a few months ago.
recently reported that Bai Jian, the former OPPO hardware director and general manager of the Xiaomi chip and forward-looking research department, has now joined Weilai as the VP of the hardware team, reporting directly to Li Bin.
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