Domestic and joint venture Qi Xin work together! 200,000-300,000 New Energy Key New Car Inventory

After several years of development, new energy vehicles are now the "best hope of the whole village" in China auto market-Weilai, Ideality and Tucki, three new forces, which staged sturm und drang in sales and market value this year; Traditional manufacturers such as Guangzhou Automobile and Great Wall have also promoted new energy to a more important strategic position; Needless to say, as we all know, Wuling Hong Guang MINI staged a model that surpassed Tesla? The drama of 3 ...

On the basis of market prosperity, the national new energy automobile industry development plan also has a long-term plan for the future market as a whole. According to the plan, the sales of new energy vehicles will reach about 20% of the total sales of new cars in 2025. In 2035, pure electric vehicles became the mainstream of newly sold vehicles.

What is the concept of this 20%? According to optimistic estimation, the sales volume of new passenger cars in China will be about 25 million in five years, so the annual sales volume of new energy passenger cars should reach 5 million.

The actual situation is that, according to the data of the Federation of Passenger Cars, the wholesale volume of new energy passenger cars in China in 20 19 was 106 million, accounting for only 5% of the total sales volume of 20.69 million passenger cars.

At the same time, contrary to the market enthusiasm felt by everyone, in the first ten months of this year, the cumulative wholesale volume of new energy vehicles in China was 780,000, down 6% year-on-year. Therefore, even if the sales volume rises sharply in the next two months, the overall sales volume will remain in the early millions, and there is still a long way to go before the goal of 2025.

So where is the market increment of nearly 4 million vehicles left? The answer to the question, we may be able to get the answer from Li Bin's words in many interviews this year:

"Weilai's competitor is not Tesla, but a fuel car."

The same is true of the whole industry. Facing the market environment from increment to stock, if new energy, or more directly, pure electric vehicles want to grow further, the next thing that needs to be entered is the hinterland of household fuel vehicles.

In yesterday's push, Mr. Bang has introduced several "seed players" who can compete with the tanker in the range of10 ~ 200,000. But for both the market and consumers, what is more important and worth looking forward to is the model with the price of 200,000 ~ 300,000.

■? The potential of car companies to profit from cows has yet to be released.

If you search for "200,000 ~ 300,000+pure electricity" on the website of Electric State, you may be slightly surprised to find that only Tucki P7 and BYD Han EV &；; Tang EV brothers, Tesla models after price reduction? 3 and the Audi Q2L with no sense of existence? E-tron and a few other achievements.

From the actual sales data, we can also find the market potential of this price range. Take the sales data of 10 as an example:

If you only look at the top ten, except the models? Except for the pure electric vehicle in the range of 320,000 ~ 300,000, there is actually only Korean EV. Pulling the list to a longer 20 people, only Tucki P7 was added.

According to the statistics of the Federation, in the 10 market, 42% of pure electric vehicles are A00, and 2 1% are B. This also proves that there is still considerable room for new energy vehicles to grow in the market segment of 200,000-300,000 B-class vehicles, which is very important for traditional domestic fuel vehicles.

To satisfy the picky consumers in China, a B-class pure electric vehicle must have a lot of space. With a cruising range of less than 500 kilometers, it's embarrassing to say hello now. There are still a lot of smart configurations and luxury interior materials ... Let's think about electric cars that meet these needs now.

On the other hand, from the perspective of making money, 200,000 to 300,000 vehicles are also important profitable cows. After all, the ultimate logic of business is to make money. Does Hong Guang MINI sell more than Model? 3. We eat melons and watch the fun. In the eyes of enterprises, success or failure ultimately depends on profits.

At present, the industry generally agrees that the biggest cost of pure electric vehicles is power batteries. Now Mr. Bang will give you a rough calculation.

According to relevant data, the production cost of major power battery enterprises has been lower than 1 10,000 yuan/kwh. Together with various procurement costs, we roughly estimate that the cost of purchasing power batteries by car companies is 1.300 yuan/kWh.

Then, a Tucki P7 long-life starter with a battery capacity of 70.8 kWh and a cruising range of 586 kilometers recognized by the Ministry of Industry and Information Technology costs about 92,000 yuan-compared with its pricing of 229,900 yuan, it is reasonable and realizes the balance between pricing and cost.

On the one hand, it is necessary to meet the actual needs of consumers for products such as battery life, on the other hand, it is necessary to ensure the profitability of enterprises. The B-class pure electric vehicle market in the price range of 200,000-300,000 is obviously a battleground for all new energy manufacturers.

By the way, for China local traditional automobile manufacturers, this price has another layer of brand upgrading significance. Once upon a time, the "200,000 ceiling" was once an insurmountable spell for local car companies. With the help of new energy and intelligent east wind, Weilai and Ideality, a little boy who once did not enter the eyes of traditional manufacturers, can cross this hurdle at once and realize "natural luxury". In the hearts of some manufacturers who boast that "Tesla is made in minutes", it is hard to say that there is no jealousy and jealousy.

■? More and more lively battlefields: what has appeared and what will appear.

Back to the actual model, except that there is no domestic model with martial arts reduced to 250 thousand level all the way? There are almost no truly successful models in this market segment of 320,000 ~ 300,000.

BYD Korea EV and Tucki P7, which have been listed, are both new products delivered in the middle of this year. The comprehensive cruising range of both has reached the level of about 600 kilometers, and each has its own advantages. BYD has the so-called safest "blade battery" blessing, while Tucki claims to be able to compete with Tesla in intelligence. It can be said that these two cars are the most capable and models in this price range. 3 even other powerful players of fuel B-class cars.

With the same strength, these two online celebrity models face similar problems: production capacity and marketing.

As P7 and BYD Han just rolled off the production line 1 10,000 vehicles and 20,000 vehicles respectively, the absolute production capacity is still limited. At the same time, the technical difficulty of "blade battery" and the relatively weak manufacturing level in Tucki will obviously still have an impact on the production of the two new cars respectively.

On the other hand, how to make "the aroma of wine is well known" is a problem that both companies are facing.

BYD is still an old problem-how to make more consumers accept a BYD with more than 200,000 yuan? You know, BYD Tang EV, whose performance parameters are actually very good, failed to harvest ideal sales data in the end.

Tucki needs to further expand its popularity and let more consumers know and understand Tucki. At this point, the marketing significance of P7 "Peng Yi Edition" just listed at Guangzhou Auto Show is very obvious. Think of something more eye-catching than a bright yellow electric car exaggerating the opening of scissors doors in the street. It seems that there are not many things.

Behind BYD Korea EV and Tucki P7, we can see that many manufacturers are gearing up to enter this market segment.

First of all, it is obvious that two ID.4 series models of North and South Volkswagen have been pre-sold. Although it didn't take long for it to appear, the public fell into the right and wrong of "reinventing the drum brake". However, the pre-sale price of 250,000 yuan, the battery life of 555 kilometers and the MEB pure electric platform have already made people feel very fragrant.

After the actual listing, what kind of achievements ID.4 series can achieve under the blessing of Volkswagen's productivity advantage, huge sales network and mature marketing system is really daunting. After all, getting rich under the storm of public opinion is the consistent strength of the public.

At the same time, local traditional car companies are not idle. For example, at the Guangzhou Auto Show, 22 yuan opened the pre-sale SAIC Marvel Comics? R, even if more performance parameters have not been announced, look at the following appearance, and then look at the officially announced 5G technology, 93 kWh battery option package and other information, which should also have the strength to become the next facade of domestic brand electric vehicles.

In addition, there is the first electric car ZERO that has attracted much attention since its debut. Concept. As the first product of SEA's vast architecture, Link ZERO? Concept? 700+ km NEDC battery life, zero acceleration in 4 seconds, 200,000 km battery without attenuation ... whatever it is, it can be described as "overflow". At the same time, the information that Mr. Bang got from relevant channels is that the production car that will be officially listed next year, if there is no accident, the price will fall in the range of 200,000 ~ 300,000. And the interior of the actual production car is also quite amazing.

Finally, of course, don't forget the Tesla model? Y. Although the current pre-sale price is above 480,000, I believe that even if Tesla officially jumps out and says that it will not cut prices in the future, no one in China may believe it. Research institutions have long analyzed the domestic model? The entry price of Y will drop to around 270,000.

And the heat pump that Musk called "one of Tesla's best projects" will give Model? What kind of leap will Y's battery life bring and how will FSD autopilot evolve? I believe that every party who wants to buy Tesla will look forward to it.

In addition to the above-mentioned key models, we can't ignore that under the pressure of Chinese and foreign emission policies, traditional brand plug-in hybrid models have educated the market: they have brought "electric shock" opportunities to consumers who originally wanted to buy fuel vehicles. Just as plug-in itself is only a transitional technology, it will be quite difficult for car owners who have had electric experience to return to fuel vehicles. Then, after plugging in, it is logical for them to choose a more mature pure electric vehicle.

In yesterday's push, Mr. Bang has analyzed the real dilemma of fuel vehicles for everyone, so I won't go into details here. If10 ~ 200,000, the competition between electric vehicles and fuel vehicles has turned red. Then in the market segment of 200,000-300,000, all major manufacturers are now loaded, and a more intense highland battle is about to start. As a consumer, if you feel that pure electric products on the market are still polarized, you may wish to wait and see for a while. Next year, there will be more pure electric vehicles with more balanced performance and higher cost performance of 200,000-300,000 grades.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.