TU-TESL

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GM's EV1 can be said to have a profound impact on the development of modern vehicles. GM's research and development process of electric vehicles is the Spring Festival of Buick micro blue pure electric mouse year. When everyone focuses on the development of the epidemic, an overseas news has attracted the attention of car cloud bacteria - the time for Britain to ban fuel vehicles has been raised for another five years. In China, the impact of the epidemic has also attracted some people's attention to some new advantages of pure electric vehicles. For example, charging at home without going to the gas station can reduce the exposure risk. In a word, facing 2020, pure electricity will still be a hot topic. Then to the market. Car cloud bacteria once said that the current pure electricity market has roughly divided into three camps. In addition to the "pure high-end" represented by, e-tron, EQC, es8, etc., and the "pure substitute" represented by / E200, ant, etc., the most mainstream families are still concerned about the "pure household" with a price range of 100000-200000 yuan. There is also differentiation in the "pure household" camp - different from the joint venture brand in the field of fuel vehicles, from the perspective of market development, the independent brand has already begun to layout in this field. At present, there are many models on the market, and the market base has begun to become larger, so the growth will maintain a relatively stable situation. "Joint venture pure electricity" is different. There are few models in this field, the overall sales volume is small, and the market segmentation base is also small. Therefore, at present, the joint venture (non luxury brands only, the same below) does not have much share and voice in this segment, but this does not mean that the joint venture "lost". Compared with independent manufacturers, joint ventures are not so easy on the issue of "transformation". It's a bit like "the elephant turns around" - all kinds of reasons make their strategic decisions inertia. However, once they really start to move, the elephant after turning is absolutely not to be underestimated. For example, from the perspective of vehicle manufacturing strength, parts procurement scale cost and other aspects, they are likely to catch up. From the perspective of the new models launched by the joint venture brand since 2019, the turning of the elephant has begun. Compared with the models we have seen, the products planned and unlisted by various manufacturers make people feel "undercurrent surging". This also means that in the future, there will be multiple new models in this segment. Therefore, in the next year or two, "joint venture pure electricity" is likely to become the fastest growing category in pure electricity sector. So, who is more likely to become a pioneer in this segment? From the perspective of the listed products, there are not many "joint venture pure electricity" that have been listed at present. The car cloud fungus made a small dish, including Renault Eno, Langyi pure electric, pure electric, Bora pure electric, pure electric, micro blue, Changxun, oncino pure electric, festa pure electric, guangben EV-1, Guangfeng ia5, Qizhi EV and so on. Among them, Guangfeng ia5 and Qizhi EV are slightly exceptional. They are based on GAC's new energy independent models, which are not discussed in this paper. Most of the other "joint venture pure electric vehicles" share one common feature - they are all based on the "electricity conversion" of the fuel vehicles that have been put on the market. The only exception is Buick micro blue. No matter from the design, platform, technology and other aspects, it is difficult for us to find the "fuel car prototype" of Buick micro blue. The reason is very simple, because it is a pure electric vehicle newly developed by SAIC GM based on the new energy platform. Don't look down on the "one". In a small way, it is because of the different development ideas, taking into account the possibility of more future technology upgrades and product expansion, and has a strong forward-looking. In a big way, it reflects the difference of attitude, thinking and technological precipitation of manufacturers towards pure electric technology. GE's "pure electric pioneer" experience cannot be underestimated when it comes to pure electric pioneer. Tesla must be the first thing people think of. But if we say, if there is no GM in the past, there is probably no Tesla now. Do you believe it? When it comes to the history of pure electricity, many people like to go back a hundred years. But in fact, the so-called pure electric models in the process of transformation from carriage to car are not worth much discussion. In the true sense of "version pure electricity", the originator is actually made by GM, which is GM EV1 in 1996. A lot of people may have heard about the EV1, but more may be dismissive of this ephemeral model in the long history. However, if you carefully review its birth process and its impact on technology and industry development, you will find that its value cannot be underestimated. Because to some extent, it is EV1 that opens the "brain hole" for pure electricity. EV1 is based on the expectation of zero emission regulation in California at that time. At that time, GE was not alone in pure electricity. However, unlike GM, other manufacturers simply "oil to power" - which is similar to the current scenario of domestic joint ventures. Only GM, from the aggressive development of impact pure electric concept car to the determined mass production (i.e. EV1), let countless people intuitively feel the charm of pure electricity for the first time - low to incredible wind resistance coefficient, futuristic appearance, strong acceleration, incomparable driving characteristics and quietness of fuel vehicles, and the convenience of no need to go to gas stations (for For some owners). Although later, due to the strong opposition of other car companies and oil companies, the zero emission regulation failed to be introduced and eventually killed EV1, its far-reaching influence is absolutely not to be underestimated. Because from now on, a group of people have been infatuated with pure electricity. And, of course, Tesla's team. As you may not know, after the technical team of EV1 was divided, engineer Alan Cocconi founded AC propulsion electric vehicle company in California, which is the earliest prototype of Tesla automobile. And the other group? They all stayed at GM to develop the next new energy system. Therefore, from the perspective of the manufacturer, EV1 may not bring huge profits to GM, but it allows GM to obtain the precipitation with the technical level. GM's successful launch of the volt in the later period, as well as the current bolt EV, are obviously inseparable from this. So can we say that GM has at least "pioneering ideas" in the field of pure electricity? Let's go to micro blue. Micro blue is selling well at present, but this is not the focus of our discussion. The focus is on the word-of-mouth reputation of micro blue - whether it's the owner's or the insiders. For example, the driving characteristics of the micro blue, especially the characteristics of the power output, are quite different from those of some independent brand pure electric products that look similar in size and price. It doesn't flaunt the ultimate performance of "beating the chicken blood", but it's very handy. The power consumption of micro blue is excellent in similar vehicles. A lot of similar cars do this at the expense of a bit of aggressive "fuel collection" experience - releasing the accelerator pedal is like braking. This is not the case with micro blue. Even in the energy-saving mode, its "fuel receiving" experience is not different from that of ordinary fuel vehicles. Many people will subconsciously say that "this car is not as easy to get carsick as other pure electric cars" after driving in micro blue. The seemingly "Xiaobai" evaluation, however, reflects the huge differences in product R & D mode and capability. Of course, the excellent experience of micro blue is more than that. For example, the tenacity and texture of its suspension. Of course, there is more important security. It's true that security can't be achieved by experience at present, but if you have a deep understanding of the development of Ge pure electricity and its R & D system, you will find that this will also be an important highlight. Ge calls it system security, which is the only one in the industry. Cheyun mushroom has been interpreted before, so we will not repeat it here. Micro blue has a good reputation for its space and practicality, which involves another important model: localization. Among the domestic joint ventures, SAIC GM's localized product research and development is the earliest and most successful. It should be emphasized that localization should not be regarded as "simplified matching" or shrinkage. At least in the current domestic pure electric vehicle market, the competition is far more fierce than any other market in the world, and the consumer demand is higher. This is just like the current mobile phone system. When the original Android system comes in, it will inevitably be "hung up" by the system. And that, in itself, is a barrier. The requirements of localization development for manufacturers' ability, drive and market control are much higher than those of direct introduction. There are not many manufacturers that can do it, and even fewer can do it well. What's more, this is in the pure electricity market where the absolute sales volume is not high The research and development cycle of a car is about four to five years. That is to say, the products on the market now are the embodiment of R & D ideas and direction of automobile enterprises four or five years ago. Based on the above analysis, we can at least say that at this level, SAIC GM is ahead of other joint ventures. Why don't other car companies adopt the same strategy as SAIC GM? It's simple: the risk of oil to electricity is lower, it can be launched faster and it can deal with the market. On the contrary, the new localized R & D mode has higher risk and investment. It is true that in terms of the overall size of the pure electricity market at this stage, it can not directly reflect who is more right in the "general mode" and "other modes". However, as the article said at the beginning, after four or five years of development, the irreversible trend of large-scale and rapid development of pure TV has been basically clear. From this perspective, the first mock exam is more optimistic. Take micro blue for example. GM has carried out a new localized R & D before other manufacturers, and launched more competitive products, which are based on pure electric platform. This is not only to let GM obtain the experience of product development and market share earlier, but also to establish the market awareness earlier, so that the market will form the impression that the pure electricity of joint venture GM is more reliable. At the same time, it can get more accurate market feedback earlier than other manufacturers, which is conducive to its follow-up product research and development, so as to enter a virtuous circle. The same is true. The first mock exam is wildly beating gongs and drums. Most intuitively, Buick Velite 7, which has just been declared and many people have begun to pay attention to and expect, is also a pure electric product newly developed for the Chinese market without fuel vehicle prototype. It should be noted that Buick is only part of SAIC GM's new energy strategy, or the leader. Based on the advantages of the model, we can also expect that SAIC GM will have more new energy products, including but not limited to the Chevy cruise just launched Compared with the independent brand, the joint venture brand's action in pure electricity is indeed a little "lag", but it does not mean that this category can be looked down upon. In fact, whether from the perspective of the industry or the perspective of consumers, the development of this regional segmentation in the next two years is absolutely worthy of attention. In this competition, who can be more powerful and become one of the pioneer car enterprises, the "development mode" is likely to become a decisive factor. Will it be SAIC GM? It may be too early to say, but it remains to be seen.