New energy vehicles are an important direction for the green development and low-carbon transformation of the global automobile industry, and they are also a strategic choice for the high-quality development of China's automobile industry and the realization of corner overtaking. In recent years, with the popularization of new energy vehicles in China and the policy incentives of the state and provinces for new energy vehicles, coupled with the license plate control of traditional fuel vehicles in super first-tier cities such as Beijing, Shanghai, Guangzhou and Shenzhen, the development of new energy vehicles in China has been promoted.
2021 is the first year for new energy vehicles to move from policy-driven to market-driven, and the overall sales performance far exceeded expectations. According to data from the China Association of China, the sales of new energy vehicles exceeded 3.5 million for the first time in 2021, a year-on-year increase of nearly 16 times with a penetration rate of 134%, more than twice as much as in 2020.
In the future, new energy vehicles will gradually realize the substitution effect of fuel vehicles, driving the pace of the auto market to accelerate the transformation to electrification. According to the New Energy Vehicle Industry Development Plan (2021-2035), it is expected that by 2025, China's new energy vehicle sales will account for 20%.
Automobile electrification provides a good foundation for intelligence, and the bottom layer of technology, product differentiation, and user experience demand determine that electric vehicles are the best carrier of automotive intelligence, and intelligent electric vehicles that integrate electrification and intelligence will become a major trend in the future development of automobiles.
First of all, from the perspective of the underlying architecture, the new energy vehicle design is designed at the beginning of the use of a new type of automotive electronic architecture, compared with the fuel vehicle relying on mechanical components to achieve transmission, the battery capacity is limited, the new energy vehicle is driven by electricity, the mechanical structure is greatly simplified, can achieve more accurate control and faster feedback, and the power required by electronic equipment can be directly advanced to the power battery, new energy vehicles are born with an intelligent development foundation, can better for the intelligent cockpit, Increasingly complex intelligent configurations such as intelligent driving provide underlying support.
Secondly, from the perspective of product-side differentiation, compared with fuel vehicles, the powertrain of electric vehicles has been converted from the traditional internal combustion engine to the three-electric system, and the difference in the hardware performance of the car itself has gradually narrowed.
Finally, from the perspective of user experience, unlike the mechanical communication between traditional car drivers and vehicles, electric vehicles emphasize the role of user experience in the product development process, so compared with traditional cars, new energy vehicles are more competitive in terms of functional diversity, and are more rich and diverse in terms of intelligent driving control configuration, multi-** configuration, intelligent hardware, etc., and continuous OTA upgrade services can also well meet users' needs for intelligent cockpit, The demand for intelligent functions such as intelligent driving can enhance the freshness of the whole life cycle of products.