The magnificent centennial reform of the global automobile industry is accelerating its evolution. While the new energy of the power system has become the consensus of the industry, the intelligent track of the "second half" of the automotive industry reform has also quietly opened. However, whether it is electrification or intelligence, whether it is power system or data system reform, its essence is to explore the reorganization of resources in the automotive industry. In this era of free exploration of science and technology and cross-border integration of industries, in this era of decisive speed and constant strength of the strong, new energy vehicles are becoming a carrier of innovation, constantly breaking the boundaries of innovation in the development, so that superior resources in all fields are gathered in the vehicle. When the technology accumulation of science and technology enterprises and the frontier exploration of new energy enterprises in the field of energy storage and transformation are highly integrated with the manufacturing strength accumulated by automobile enterprises for many years, the industrial capacity formed by fusion will undoubtedly make the automobile industry rise in a new dimension.

How mature is the industry? When will endurance anxiety be relieved? Whether intelligent driving is safe... The rapidly rising new energy vehicles still face many challenges. How to enable the next generation of products through intelligent chassis, advanced power systems, artificial intelligence, software engineering tools, etc., guided by the needs of the scene, has become the focus of innovation in the industry.

1. After years of development, the global new energy vehicles have achieved a major leap forward, New energy vehicle charging pile However, some new trends and problems still perplex the new energy vehicle industry.

New energy vehicles have not yet achieved full "greening". Some people believe that although electric vehicles have almost zero emissions during use, significantly reducing air pollution and greenhouse gas emissions, their environmental protection is not uncontroversial, and one of the main doubts is the battery charging of electric vehicles. Although green power and carbon footprint mechanisms are being tested and promoted in the world, it is still difficult to fully use "new energy power" for new energy vehicles in the short term.

New energy vehicle products show the trend of "large size and heavy weight". Some insiders pointed out that in the field of new energy vehicles, 58.64% of the vehicles weigh between 1.5 tons and 2 tons, and 21.89% of the vehicles weigh between 2 tons and 2.5 tons. In contrast, more than half of the fuel vehicles are from 1 ton to 1.5 tons, accounting for 58.41%. In order to improve the endurance, some new energy vehicle enterprises have chosen to expand the fuel tank (for additional programs or hybrid vehicles) and increase the capacity of the battery pack. This "carrying forward" not only increases the production cost of vehicles, but also makes consumers bear higher energy consumption and maintenance costs in the use process.

The endurance of new energy vehicles is close to the technical bottleneck. The energy density of batteries, as the main bottleneck restricting the range, is a common topic in the global new energy vehicle industry. Energy density refers to the energy that can be stored per unit weight or volume of the battery. At present, liquid lithium batteries are commonly used in electric vehicles on the market, Electric vehicle charging pile The energy density of 300Wh/Kg ceiling is close to the theoretical value. In order to break through the higher energy density, the only way is to upgrade the current liquid electrolyte to all solid electrolyte, and then select the metal anode with higher activity to improve the energy density of the battery.

The dilemma of "it is easy to buy a car and difficult to repair it" is highlighted. At present, the number of maintenance centers of new energy vehicle enterprises is relatively small, and the network density is significantly lower than that of traditional automobile 4S stores, while the traditional automobile repair stores all over the streets are generally unable to repair new energy vehicles. Compared with traditional fuel vehicles at the same price, the commercial insurance cost of new energy vehicles is usually twice as high. together with New energy vehicle maintenance Long waiting times, expensive replacement parts and other issues have made many car owners call it "impossible to repair".

The hedging rate of new energy vehicles did not meet expectations. According to the public data of China Automobile Circulation Association, the hedge ratio of new energy vehicles has doubled in 2021, which represents the market's acceptance of new energy second-hand vehicles is improving. However, in recent years, the rapid iteration of new energy vehicle technology and the difference in consumers' acceptance of new technology have made the hedge ratio of new energy used vehicles fluctuate significantly.

Encounter trade barriers. At present, some countries and regions are limiting the application of new energy vehicles in China by raising tariffs, setting technical standards and other means, and China is currently the economy with the highest proportion of new energy vehicle sales in the world.

Even if it encounters many constraints, it is difficult to curb the strong momentum of rapid development of global new energy vehicles. The European Union proposes to achieve zero emissions by 2035, and the United States proposes to achieve 50% sales of new energy vehicles by 2030. More than 40 countries around the world have proposed new energy vehicle development goals. In the first eight months of this year, the global sales of new energy vehicles exceeded 10 million, accounting for 18% of the total sales of new vehicles, about 3 percentage points higher than last year.

2. Facing multiple development difficulties, the new energy vehicle industry is exploring technological innovation as a way to break through. At present, relevant enterprises have made some breakthroughs in core technology fields such as batteries, motors and intelligent networking. In the future, with the continuous innovation of technology, the energy density, range, charging time and other indicators of the battery will be further improved, and the cost of the battery will be gradually reduced.

It is worth noting that the industry generally believes that it is necessary to promote the application of intelligent technology in the whole process of new energy vehicle R&D and design, production and manufacturing, procurement and supply, operation management, marketing services, and strengthen the research and development of applicable technologies in the field of automobile manufacturing, such as artificial intelligence, big data, digital twins, and edge computing.

——Focus on low-carbon and intelligent demands. DANIEL NAVARRO RIOS, executive vice president of Mercedes Benz (China) Investment Co., Ltd., said that by 2039, Mercedes Benz will achieve carbon neutral solutions for passenger car products in the whole value chain and the whole life cycle of vehicles. Christoph GOESSELSBERGER, vice president of research and development of powertrain, high-voltage battery and charging in BMW China, said that in BMW's next generation electric vehicle products, through continuous innovation in the field of large cylinder battery technology and the implementation of power battery recycling to promote the circular economy, a new platform to meet shorter charging time, longer range and reduce carbon emissions was achieved. New energy vehicle maintenance

Wang Chao, Vice President of Huawei Digital Energy Technology Co., Ltd., believes that the penetration rate of automatic driving in the field of new energy vehicles is continuously increasing, and it is predicted that the penetration rate of automatic driving this year is expected to exceed 50%.