As a Japanese fuel car owner, I am getting more and more panicked now. The first crit of the beginning of the year was BYD's big price cut. On February 19th, BYD threw out the "King Bomb" - Qin plus, destroyer 05 Glory Edition, the official guide price is 7From 980,000 yuan. The plug-in hybrid A-class car equipped with DM-i has a fuel consumption of 3 per 100 kilometers8l，7.980,000 **, what is this concept? I thought that the ** at the end of 2023 would be the last wave of "destocking" of new energy, but I didn't expect that at the beginning of 2024, it would be directly "on the bayonet". In the past, the mainstream A-class cars in the market, whether it was a Japanese car represented by Corolla and Sylphy, or a German car represented by Lavida, were basically at a price of more than 100,000 yuan. 
But now, the German-Japanese dual series of cars have to take the initiative to reduce prices to cope with the impact of domestic new energy, and the annual technological progress and decline of domestic cars are constantly breaking through the cognition of fuel car owners. The myth of "value preservation" of Japanese cars has also been punctured by domestic new energy vehicles. Take the Japanese Lexus as an example, in the past, it has always been sold at a "higher price", you don't have to be too expensive, and if you add less, you have to wait a few months to pick up the car. But now, Lexus has begun to cut prices, and the magnitude is getting bigger and ......biggerIt seems that the "small goal" that Wang Chuanfu wants to drive the joint venture car back to his hometown is not empty talk. Nowadays, in the Chinese market, new energy manufacturers have begun to grasp the initiative and pricing power of the market. Every year, the new version, whether it is **, or a technical upgrade, can press the old version to the ground. At the beginning, the pain point of new energy was: it was expensive and needed subsidies. But now, the original "Wei Xiaoli", which was originally three or four hundred thousand, is gradually reducing the price to the level of "20w+". The price of an ordinary 400km car has dropped to around 100,000. Before 2022, the threshold was about 150,000. In 2018, the threshold was 200,000. 
Late auto mapping data**: Public information BYD today plug-in hybrid A-class car to 7980,000, to be reasonable, is already approaching the limit of profits. At the same time, it is also allowing fuel car enthusiasts to "break the defense" - even in the cold Northeast region, 7The 980,000 plug-in hybrid car can also directly end the basic plate of pure fuel vehicles. Will the brands of the German-Japanese series follow suit? It's hard to tell. However, judging from their price reductions, the situation of the basic market must be constantly squeezed by domestic new energy. And even today's "broken bones" do not indicate that this is the "bottom". The electric vehicle market still has huge room for price reduction. On the one hand, today's electric vehicles have gradually gotten rid of the bulky and complex parts such as differentials, transmission shafts, and steering shafts, and the structure is becoming simpler and simpler, and the cost will naturally be reduced. On the other hand, the battery and lithium ore have been gradually declining in recent years, and you must know that the battery is the largest cost of new energy vehicles. According to industry insiders, in the month of this year, there will be a huge price reduction for new energy vehicles, mainly due to the sharp drop in batteries. 
In addition to the weapon of cost performance, fuel vehicles are also constantly losing the second major advantage - convenience. In this year's blizzard in Hubei, many people said that the heavy snow "tore the fig leaf of new energy vehicles". In the face of extreme weather, new energy vehicles seem to only tremble. As a fuel vehicle owner, my biggest sense of superiority is to watch the new energy vehicle owners queue up at the charging pile when refueling at a high-speed gas station. But if you think about it rationally, is this kind of scenario common?
Maybe just a few times a year, it's really not good, take tens of millions of cars (high-speed rail) to go home. From the perspective of daily car costs, new energy is still the existence of crushing fuel. In addition, the charging problem will be gradually solved with the improvement of infrastructure. I checked the data, and at present, the number of charging piles in Guangdong Province in China alone (380,000) is close to 3 times that of the United States (130,000)! 
This year, many people drive new energy vehicles to travel to Hainan, largely because the number of charging piles in Hainan is sufficient. Hainan is one of the leading provinces in China in the development of new energy vehicles, and has taken the lead in proposing a goal of ending the sale of fuel vehicles by 2030. According to the official information, in 2023, on average, one out of every two new cars sold in Hainan will be new energy vehicles, and the market penetration rate of new energy vehicles has jumped to the first place in China. By the end of November 2023, Hainan has built more than 3,400 charging stations and 63 battery swap stations; A total of 11 charging piles have been built680,000, of which 4 are public piles010,000. The overall vehicle-to-pile ratio of new energy vehicles in Hainan Province is about 25:1 can fully meet the travel of new energy vehicles on the island. 
In addition, with the change of technology and the popularization of refrigerant charging piles, the time taken by many new energy vehicles to charge from 0 to 90% of the power has been reduced from dozens of minutes to 15 minutes, which is just the time to drink a cup of coffee. At present, this kind of charging pile has begun to be used on the 318 Sichuan-Tibet line. Even if it is an ordinary charging pile, it only takes half an hour to 1 hour to charge to 90%. I'm bored and have nothing to do, just watch a movie in the car, and at present, almost all electric vehicles are equipped with a large-screen vehicle-machine interconnection system, and it's normal to take a break after driving at high speed for a long time. Someone has made a statistic that 100% of people who buy new energy will not go back to drive fuel vehicles, after all, the experience is too different. In addition, the diversity of electric power is also something that fuel vehicles cannot do. At present, Iceland in Europe has achieved 100% pure electric application, 70% from geothermal power generation and 30% from hydroelectric power. Analysts at the New York Times also published articles arguing that this is the future of the world's energy. And judging from the trend, Europe and the United States will almost ban the sale and production of pure fuel vehicles by 2035. It is expected that fuel vehicles will be eliminated in the future. 
The above point of view is not just from the panic of a fuel car owner. Judging from the data, the domestic car sales in recent years have shown the market's aspirations. The mini car market is basically 100% new energy, and the top 20 have no shadow of pure fuel vehicles. 
What about the small car market? Domestically produced BYD and Wuling are among the best and have won the vast majority of the market share. The traditional Haoqiang Liangtian and Volkswagen have become car companies that "sit at the table of children". 
Small cars are closest to the public, and the reality of the market now is that the price of new energy is cheaper than that of oil vehicles! So, why buy a petrol car? Electricity is lower than oil, tearing off the last fig leaf of fuel vehicles. In 2023, China will surpass Germany and Japan to become the world's largest automobile exporter, with an export volume of 4.91 million units, and China's new energy production and sales have ranked first in the world for 9 consecutive years, accounting for more than 60% of the world's total, and forming a complete industrial chain with great resilience and competitiveness. In this regard, American economist Goldman said that China's new energy expansion is worrying Europe and the United States, first solar panels and steel, then telecommunications infrastructure, and then semiconductors and electric vehicles, and Chinese industry is catching up with us (the United States). 
It is advisable to chase the poor bravely, and not to sell the name of the overlord. In the field of traditional oil vehicles, because of technology accumulation and brand barriers, it is almost impossible for Chinese cars to surpass brands such as Europe, America and Japan, but in the field of new energy, we are powerfully shaking the pattern of the world's traditional automobile industry. For China, in fact, new energy vehicles and traditional oil vehicles are not a question of who is good and who is bad, and who is the future technology. Rather, can we take advantage of the concept and opportunity of promoting environmental protection in Europe and the United States, take advantage of the situation, surpass other countries, and become a leading role in promoting the reshaping of the global industrial pattern? At present, as long as we can maintain such iterative speed and innovation vitality in the field of new energy, we have a good chance to become a world-class industry leader in the future. As for the price, it may be that the sense of superiority of me, an old fuel car owner, is gradually lost.