TU-TESL

• 22

From the extension of automobile manufacturing to mobile services, to the transformation of automobile from travel tools to mobile travel service polymers, this change from the purchase of automobile ownership to the purchase of the right to use will bring fundamental changes in the underlying business logic of the automobile industry. Undoubtedly, the "new four modernizations" will bring profound changes to the global automobile industry. Driven by the dual pressures of emission regulations and energy consumption, electrification has become the recognized future evolution direction of the global automobile industry. From the material technology dispute with lithium iron phosphate, to the power flow control right dispute between technology providers and vehicle companies, to the competition game based on countries The whole industry is speeding up the electrification strategy in full swing. Electrification brings not only a new R & D process and manufacturing process, but also a new concept of car building, and also the most profound change in the automotive industry in a century. In fact, at present, various car companies have released their pursuit of electrification as tickets to enter the future market of automobiles. At the Tokyo auto show on October 23 this year, the concept car lf-30 under the brand was launched, and the first pure electric vehicle under the brand is planned to be launched in November this year to meet the increasingly diversified travel needs of users. Japanese three swordsmen, and also launched new energy models at the auto show. Data shows that in 2014, the global production of new energy vehicles was 341000. By 2018, the production of new energy vehicles increased rapidly to 1924000, accounting for 2.1% of the market share, with a year-on-year growth of 72%. According to marklines data, global sales of new energy vehicles will further increase in 2019, reaching 1.08 million in the first quarter, up 24.65% year-on-year, and the penetration rate of new energy vehicles will also rise to 4.9%. According to Bloomberg new energy financial forecast, the global sales volume of new energy vehicles will increase to 11 million in 2025, and will continue to climb to 30 million in 2030. The global market of new energy vehicles is expected to further expand in the future. From the material and technology disputes of ternary lithium battery and lithium iron phosphate battery, to the power flow control disputes between technology providers and vehicle companies, to the competition games based on countries. According to academician of Chinese Academy of Sciences and professor of Tsinghua University, from the perspective of technology, lithium-ion battery is the most suitable energy to replace gasoline at this stage. Throughout the international automobile market, the vast majority of automobile enterprises are transforming to pure electric. After more than 20 years of exploration and practice, the global automotive power electrification technology route has become increasingly reasonable. Industry analysis, from the current trend of global vehicle electrification, if the electric vehicle type can account for half of the new car sales in the future, the sales volume of electric vehicle will be 20 times of today's, which is a promising market. At the moment, the traditional auto giants have shown their determination to turn around. At the 2019 annual general meeting of shareholders held at the beginning of this year, the management director issued the strategic restructuring plan of the enterprise, announcing that the implementation of the electrification strategy and the company's comprehensive decarbonization plan should be accelerated. It is expected that by 2025, Audi's electric vehicle sales will account for about 40% of its global sales. Not long ago, the group not only released Mini Cooper se, the first pure electric vehicle of mini brand, and BMW I hydrogen next battery concept car, but also Qi Puze, chairman and CEO of BMW Group, called out the heroic words of "accumulatively delivering 1 million electric vehicles by 2021". Even Kang LinSong, chairman of the board of directors of Daimler Co., Ltd. and global president of Mercedes Benz automobile group, said that the automobile industry is undergoing a fundamental transformation, but the electric transformation is not fast enough. After the "emission gate", it was eager to make a high-profile statement. It not only released the first model id.3 under the MEB platform, which has been gestated for four years, but also said that it would launch electric models covering various market segments in succession, and at the same time, it would replace new standards to improve the brand's popularity in the field of electric vehicles. In addition, Japan and South Korea also began to compete for new energy vehicles. It is planned to add electric funds to all product lines by 2020; in 2025, Toyota plans to sell more than 5.5 million electric vehicles in the world. At the same time, after several years of technological innovation and model exploration, China has become the world's largest new energy vehicle market, and has long led the upstream force in the trend of "electrification". It is generally believed in the industry that with the arrival of the "new four modernizations" era of the automobile industry, China's independent brands will realize a new round of rapid development and go out of China to further expand overseas markets, including developed countries in Europe and the United States. "As far as the core technology of electric vehicles is concerned, Chinese and foreign automobile enterprises are basically on the same track. In the future, the automobile will inevitably present the trend of electric + intelligent. China has carried out research earlier in the field of electric, and also has a certain advantage in the field of intelligent automobile. " Ouyang Minggao once told the media that in the new round of automobile revolution, China's opportunities far outweigh challenges. According to the data of China Automobile Association, the sales volume of new energy vehicles in China exceeded 1.25 million in 2018, accounting for more than half of the total sales volume of new energy vehicles in the world. In October 2019, and jointly announced that the two sides are "exploring the possibility of merging their businesses". In the eyes of the outside world, this is the two sides "huddle for warmth" to prepare for the "electrification" transformation. An Conghui, President of Geely Holding Group and CEO of Geely Automobile Group, told the Beijing news that while fully promoting the process of electrification, he will still increase investment in research and development of clean and efficient power assembly and system. Not only that, independent new energy vehicle enterprises such as,, have taken the lead in the global industry, and the huge market scale has provided favorable conditions for the development of independent brands in the field of new energy. In addition, new forces such as Weima, Xiaopeng, etc. have entered the automobile industry in an all-round way with the attitude of "subverter". At the same time, China has world leading technology-based enterprises such as Baidu, Alibaba, Tencent, etc., which complement the advantages of automobile enterprises and produce good "chemical reaction". According to industry analysis, with the support of many world-class intelligent Internet connected enterprises in China, the comprehensive competitiveness of independent brand vehicle enterprises has been significantly enhanced. Whether it is a new force in vehicle manufacturing or a traditional independent brand vehicle enterprise, driven by the electrification, it will close the gap with foreign vehicle enterprises and even complete the surpassing. Vehicle Electrification: that is to say, the vehicle uses electric energy as the energy supply and electric motor as the power engine, which has the characteristics of energy saving and zero emission. At present, Bev (battery power), HEV (oil electric hybrid), mhev (light hybrid), PHEV (plug-in hybrid) and reev () are common. In 2007, the time ring issued and implemented the management rules for new energy vehicle production access, which formally included electric vehicles into the national automobile new product announcement management. In 2009, the State Council adopted the plan for the adjustment and revitalization of the automobile industry to clearly implement the new energy vehicle strategy. In 2018, the sales volume of new energy vehicles in China exceeded 1.25 million, accounting for more than half of the total sales volume of new energy vehicles in the world. In 2019, the subsidy for new energy vehicles will decline significantly, and will be officially withdrawn by the end of 2020, when the new energy vehicles will be completely handed over to the market competition.