By 2030, China's smart cars will be two or a generation and a half ahead of other countries
I think in the 5 years from 2025 to 2030, we will see China s smart vehicles move to the world, and there will be a technology difference of two generations or ...
"I think in the 5 years from 2025 to 2030, we will see China's smart vehicles move to the world, and there will be a technology difference of two generations or one and a half generations with other countries' mainstream smart vehicles. This is not the first time that Mr. He participated in the Electric Vehicle Committee of 100, nor is it the first time that Mr. He unleashed his bold words in front of the media, for him, this past year and the next few years will be a critical juncture for vehicles.
2022 will be a year of challenges
This year, for Mr. He and all of China's new energy manufacturers are not easy to say: battery price increases, chip shortages, repeated epidemics, challenges everywhere.
Vehicles had to do the first round of price increases, and many manufacturers followed. Looking at the first quarter is about to pass, Mr. He's wish is: "I expect that in the third quarter when the material will not continue to rise, will 5g gnssmaintain a stable or even stable decline in the situation."
To date, Mr. Ho and the vehicle have completed two key steps from 0 to 1 and 1 to 10, and the challenges ahead for him are of the following types.
The first is the vehicle and other new car-making companies like to deal with the challenge of further improvement of the commodity, Mr. He feels that the vehicle is both a product and not a commodity. "We do the Internet software, or do a use + service, or do other consumer goods, goods is that we can see, touch. But the vehicle is not, the vehicle must put the complex now brand, marketing, sales, after-sales service, delivery ...... many system capabilities are all sound, including the backstage system, tools, process specifications, so I feel that the new car-making companies in 2025 first to pull up each board of the wood pots, including their security system, globalization The basic ability and system should be pulled up."
The method of kinetic energy replenishment is regarded as the second challenge by Mr. He. The very hybrid power approach that includes extended range is a win-win for both electric vehicle customers and traditional gasoline vehicle customers. Mr. Ho hopes that by 2024 or 2025, pure electric models will have made long-lasting progress in this area as well.
The third challenge is the intelligent orientation chosen by many new car-making companies. In his view, the basic intelligence has been completed, and the second step of intelligence will gradually start from the second half of 2022 and will not be completed until 2025, which will be the road that the advanced intelligent assisted driving capability must finish. From 2021, many customers in China's first and second-tier cities have long accepted electric cars, "when to start accepting smart cars in a real sense, I think this is the key challenge for 2023 to 2025."
Hang in there, the hardship may ease by next year
The shutdown of production due to the epidemic has added a lot of hardship for OEMs, including new car-making companies. Mr. He indicated that vehicles have recently maintained communication with both the Ministry of Industry and Information Technology and its provincial industry departments, and that the government is helping companies deal with the difficulties brought about by the epidemic. But he also on the epidemic may continue to develop the impact of the expressed concern, now Mr. He is most looking forward to the epidemic in April will be alleviated, otherwise the domestic car manufacturers can not last too long in such an environment.
For the vehicle supply chain to provide the situation, Mr. He also can not make a clear judgment, where the hope is that according to the vehicle supply chain regulation to do than other peers slightly more open, which for the relatively small number of vehicle companies slightly easier, once the number of vehicles will certainly face greater difficulties.
In response to the battery supply problems that began to emerge in the first quarter, Mr. He feels that this situation has actually been evident since last year. In 2021, because of the rapid growth in the demand for energy vehicles and energy storage, the battery supply seems to be tight. In particular, a large number of power batteries are supplied to overseas markets, it seems that the supply of the domestic market is more tight. After the shortage is bound to come with the price increase, its strength exceeded the psychological expectations of Mr. He and his peers. Because of the battery supply problem, some customers' deliveries were delayed, and the vehicles had to communicate with customers about it. While the accuracy of deliveries has improved dramatically, it has had a significant impact on the volume of deliveries over time.
For some time now, Mr. Ho has been preparing for this and has been thinking about how to cushion or equalize the pressure from the supply chain system. In his view, the global reserves of lithium ore is a large data, there will be no problem of oversupply of materials, just in the past period of time did not go to mining, capacity has not been amplified. 2021 in early lithium ore price is still in a ton of 20,000 yuan up and down, now is a ton of 500,000 yuan, a full 20 times, the second half of 2021 alone will be a seven-fold increase. But the difficulties associated with this, Mr. He feels that by February or March next year will gain relief.
At this moment, only hard. Topping up, represents everything.
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