Xinhua News Agency, Beijing, December 30 (Xinhua) -- China ** Daily published an article on the 30th, "From Electrification to Intelligence, China's New Energy Vehicles Drive to a New Highland". According to the article, 2023 is a year for China's new energy vehicles, and China's new energy vehicle sales are expected to reach 9.4 million units this year, with a market share of more than 30%, continuing to lead the global trend.
What's even more surprising is that this year, with Huawei, Xiaomi and other technology giants joining the "war group", China's new energy vehicles have been injected with more "Internet genes", accelerating from electrification to a new highland of intelligence.
Source**, Xinhua News Agency).
Smart cars are selling well.
On December 28, Xiaomi's first car SU7 was released, dropping a "shock bomb" in the automotive industry. Lei Jun, Chairman and CEO of Xiaomi Group, focused on the intelligent technology of the new car. Among them, the investment in autonomous driving alone has reached 4.7 billion yuan, and the team size exceeds 1,000 people, and its goal is to enter the first camp of the industry in 2024.
Xiaomi Auto also unveiled autonomous driving technologies such as zoom BEVs, super-resolution occupancy network technology, and large road models. Among them, the urban navigation assistance NOA system is planned to be launched in 100 cities by the end of 2024.
A reporter from China's ** newspaper paid attention to the fact that in 2023, the intelligent competition of new energy vehicles will intensify, and mainstream car companies are accelerating the intelligent layout and competing for the "admission ticket" of the intelligent track. In 2023, Huawei will use its technical strength and hot sales to inform its peers what is a "battleground".
Li Xiangming, a citizen of Chengdu, originally drove a fuel car. In October 2023, in a new M7 automatic obstacle avoidance and automatic parking on the Internet, the vehicle operation was coherent and silky, and he was very hot, so he went to a store near his home to make a decision on the same day. He said: "Although it will take a month and a half to deliver the car, it will be worth the wait for the 'dream car'. ”
Intelligence is not only Li Xiangming's favorite, but also an important reason why Huawei will be prosperous in the automotive industry in 2023. In September 2023, Huawei and Cialis launched the new M7, which on the one hand lowers the price, and on the other hand, it is equipped with high-end intelligent driving, Hongmeng intelligent cockpit and other technologies, and the ultra-high cost performance immediately detonates the market.
The reporter interviewed in Shenzhen, Guangzhou and other stores and found that it is at least two months to buy a new M7 in the world. In order to ensure the delivery of new vehicles, Yu Chengdong, Executive Director of Huawei, CEO of Huawei's Device Business Group, and Chairman of the Intelligent Vehicle Solution BU, personally went to the factory to "screw the screws". Up to now, the cumulative order volume of the car has exceeded 120,000 units. With this aftermath, Huawei launched the M9, priced at 46From 980,000 yuan. In just two days, the model is set to exceed 20,000 units.
As the world knows, more and more car companies are taking the initiative to embrace Huawei. In 2023, Huawei will take advantage of the trend to upgrade the smart car model to HarmonyOS Zhixing, and expand its partners to Celis, Chery, BAIC, and JAC. Pan Helin, a researcher at Zhejiang University International Business School, said that Huawei has created a model for "smart cars" with advanced technology and hot sales, and is expected to empower more car brands in the future.
The recently released new models all focus on intelligence, such as a variety of models unveiled at the Guangzhou Auto Show in November 2023, including Ideal MEGA, Xpeng X9, "Huawei series" Wenjie M9 and Zhijie S7, Leap C10, BYD Hiace 07, etc., The direction of development is mainly focused on intelligent cockpit, intelligent driving and other technologies.
Subheading) Compete for the winner and loser.
The reporter's investigation found that with the increasing number of participants, especially Huawei, Xiaomi and other technology giants, more and more new energy vehicle companies regard intelligence as the winner of the competition, and they have invested heavily in this and fought against the water, for many reasons.
Compete for the entrance to the Internet of Everything. If fuel vehicles are industrial products, then "smart cars" are mobile intelligent terminals and traffic entrances in the era of the Internet of Everything. Pan and Lin said that even if it is not profitable to make cars in front of them, car companies can realize the scale effect of sales through traffic.
Smart electric vehicles will replicate the evolution of feature phones to smartphones. Yu Chengdong believes that since the launch of the iPhone, the sales of smartphones have gradually increased, and feature phones have gradually withdrawn from the historical stage. Yu Chengdong**, 2025 will be a watershed in the era of "smart cars". If the opportunity to be smart isn't seized, the most powerful companies could also disappear.
In order to compete for traffic entrances, car companies have improved smart car machines to improve user perception and experience. The in-vehicle systems of domestic car companies, such as BYD Dilink, GAC Adigo, and NIO OS, have been continuously improved, and they have taken off the label of "stuck" in the past and integrated rich AI applications to provide users with a more intelligent travel experience.
The electrification phase is almost complete. The Federation of Passenger Cars predicts that the penetration rate of new energy vehicles in China will be about 35 in 20238%；In November 2023, the penetration rate of NEVs among domestic brands reached 621%。Electrification technologies such as batteries and motors are becoming more and more mature, and when the level of electrification reaches a certain level, battery safety and battery life are no longer the pain points that plague new energy vehicle users, the dividends of electrification are basically eaten up.
In the promotion stage of new energy vehicles, batteries account for the highest proportion of comprehensive costs, which allows companies that started with batteries to grasp a huge cost advantage and take the lead. In just a few years, the cost of batteries has been decreasing, safety has improved, and production has become larger and larger, and it is no longer a decisive factor in the competition.
The conditions for intelligent commercial use are gradually maturing. Industry insiders believe that after the rise of domestic new energy vehicle brands, like the development of smart phones before, they are committed to providing consumers with smart cars with higher cost performance and better experience, and the entry of technology giants such as Huawei and Xiaomi will accelerate this process.
Looking forward to 2024, the competition of new energy vehicles will enter the second half, and intelligence will become the winner or loser of the competition. Guoxin ** believes that Huawei, Xiaomi and other companies have entered the automotive industry, or reshaped the competition pattern of vehicle companies.
Subheading) sail to new heights.
On the basis of the rapid advancement of electrification, accelerating to a new highland of intelligence is the current situation of China's new energy vehicles, and it is also the only way to the future.
Zhang Yongwei, vice chairman and secretary general of the China Electric Vehicle 100 Association, said that China's development of the intelligent vehicle industry is of great strategic significance. The development of intelligent vehicles is not only a strategic choice, but also the need for industrial development and social development. The development of intelligence should not only not slow down, but also speed up. He bluntly said that at present, China's automobiles are one step ahead in electrification, but in order to maintain the first-mover advantage and consolidate the development advantage, it is also necessary to form new competitiveness through intelligence, and China also has the conditions for the development of "smart cars".
On the one hand, both the new energy vehicle brands of traditional OEMs and the new forces of car manufacturers have invested heavily in research and development, innovated software and hardware technology, led in electronic and electrical architecture, hardware configuration, and software algorithms, and focused on continuously optimizing configuration based on user data and feedback. The huge user data of China's new energy vehicle market is not available in other markets, which not only gives new energy vehicle companies the basis for research, but also gives new energy vehicle companies the confidence to lead the direction of technology.
On the other hand, various forces have crossed over into the field of new energy vehicles. China Merchants said that in terms of network communications, a number of world-class leading enterprises have emerged in China's Internet, information and communication fields, and mobile communications and Internet operation service capabilities rank among the top in the world, which have accumulated important strength for the development of smart cars. In 2023, major Internet companies such as Huawei, Tencent, Xiaomi, and other Internet companies will marry car companies, and even directly build cars. With the accumulation of technology in the fields of artificial intelligence and the Internet of Things, the cross-border alliance of all parties will jointly build new advantages in China's automobile industry.
At the policy level, the "New Energy Vehicle Industry Development Plan (2021-2035)" clearly states that it is necessary to accelerate the development of electrification, networking and intelligenceIn November 2023, the Ministry of Industry and Information Technology and other four ministries and commissions jointly issued the Notice on Carrying out the Pilot Work on the Access and Road Access of Intelligent Connected Vehicles. Relevant policies and measures have been introduced one after another to promote the construction of an intelligent transportation system and escort the intelligent transformation of automobiles, which will play a great role in promoting the intelligent upgrading of the automobile industry.
Intelligence determines the outcome of the competition in the second half of the automobile revolution. Without the development of intelligence, the first-mover advantage of electrification may not be maintained. The 'two modernizations' are synchronized, and even the shift to intelligence must be accelerated in order to continue to maintain the lead. Zhang Yongwei said. (ENDS).