Will the era of comprehensive electrification come?

China is the world's largest consumer market for pure electric vehicles. This is behind the country's biggest policy for the release of pure electric vehicles. The taxation, subsidies and road rights in first-tier cities have given the greatest support to electric vehicles. The EU is a region that is more demanding on vehicle emission regulations and more radical in its zero-emissions policy. The concept of “carbon neutrality” is deeply rooted in the hearts of the people. However, the current electric car is not a perfect solution. It is not only difficult to make the car company break even in terms of cost, but also makes the car enterprise more reluctant to invest. At the same time, it is also restricted by the power battery and infrastructure at the technical level. This means that consumers need to make small changes in their daily driving habits. Therefore, the current car companies like Tesla have a large income, which is obtained by trading carbon emission rights. The domestic carbon emissions trading is at the extreme, and the new energy points that were originally thought to be very tight are over-represented. Therefore, the willingness of foreign automakers to launch electric vehicle models in the domestic market is not high.

Pure electric leaving large-scale applications, there is no small distance

The main problem facing pure electric power is that ternary lithium battery far loses to gasoline and diesel in energy density. Therefore, it is theoretically impossible to hope that the electric vehicle can achieve the same cruising range as the fuel vehicle. The only way to increase the range of battery life is to tap the potential of the power battery by further increasing the energy density of the battery, or to increase the power of the battery carried by the whole vehicle. However, the former is trapped and the physical and chemical structure of the battery is difficult to break through; Limited by the vehicle platform, in addition, blindly accumulating batteries not only greatly increase the weight of the vehicle, but also significantly increase the material cost of the vehicle.

In addition, there are several problems that restrict the promotion of electric vehicles:

1. Longer charging time

For electric vehicles, charging too long is also a problem that has to be solved. The charging time of several hours will greatly restrict the promotion and use of electric vehicles. Battery manufacturers and manufacturers are accelerating the fast charging technology, but the fast charging technology has certain damage to the battery, which will affect the battery life.

2. Insufficient charging infrastructure

At present, there are still a lot of deficiencies in the domestic charging infrastructure. Whether it is a super charging station like Tesla, or a power exchange service promoted by many OEMs, or a charging pile within a community, a large amount of investment layout is required.

3. Electric vehicle second-hand holding rate is lower

The battery is the main source of cost for electric vehicles, and the battery may show a significant performance degradation after three or four years. The cost of replacing the new battery is high, which has seriously affected the maintenance rate of the electric vehicle. At present, manufacturers can make a commitment to repurchase their models, but the manufacturer's repurchase can only be applied to the initial stage of electric vehicle promotion. Once the sales volume is expanded in the future, it is difficult for manufacturers to maintain such services. In addition, the repurchase needs to calculate the relevant cost within the original price, which will push up the retail price of the end market, which is difficult for many electric vehicle brands to support.

In addition to deep digging batteries, these areas can also be broken:

Lightweight vehicles are not only an important means of improving the fuel economy of electric vehicles but also traditional fuel vehicles. However, under the current technical support, the potential of vehicle lightweighting has been largely exhausted. In the future, the use of various lightweight materials, including aluminum bodies, is not only very costly, but also the challenge of design, processing and safety technologies. The bigger it is.

Wireless charging technology, in the future, can also effectively alleviate the charging time of electric vehicles and the anxiety of electric vehicle mileage. Take Guangzhou Automobile New Energy AION S as an example of the exhibition car launched at this year's Shanghai Auto Show. Its charging power reaches 11Kw and the charging efficiency reaches 90%, which is basically the same as ordinary slow charging power. The biggest advantage of wireless charging is not only the convenience of charging. If you can achieve side-opening charging in the future, it can greatly alleviate the mileage anxiety of electric vehicles. However, the current wireless charging power is still low. If you want to achieve edge charging, then the infrastructure investment is also very large.

Hybrid technology can still revitalize

The Japanese hybrid power represented by Toyota is actually the transition plan before the realization of the ultimate goal of zero emission, which is the most suitable for the future. Hybrid solutions can significantly reduce vehicle fuel consumption while balancing cost and consumer habits. But Toyota's biggest problem with hybrids is that it is too conservative for technology. From the beginning, it applied for a large number of patents for its hybrids and built a high-value patent wall. However, Toyota is gradually changing. It has begun to transfer the hybrid technology whose patents are about to expire to Keli, which has a deep roots with Geely, and hopes to gain a larger market share in the future.