E Weekly Highlights
"New Energy Vehicle Industry Development Plan (2021-2035)" released today, the average power consumption of new cars in 2025?to?12.0?kW/100km
November?2?the General Office of the State Council issued a notice on "New Energy Vehicle Industry Development Plan (2021-2035)", the following is a summary of the highlights of this notice:
By?2025? around, highly self-driving cars realize commercialized application in limited areas and specific scenes, and the convenience of charging and switching services is significantly improved.
Strengthening vehicle integration technology innovation. With pure electric vehicles, plug-in hybrid (including programmable) vehicles and fuel cell vehicles as the "three verticals", the vehicle technology innovation chain will be laid out.
Enhancement of industrial basic capabilities. Taking power battery and management system, drive motor and power electronics, and network connection and intelligent technology as the "three horizontals", we will build a technology supply system for key components.
Implementation of battery technology breakthrough action. It will carry out research on key core technologies such as positive and negative electrode materials, electrolyte, diaphragm, membrane electrode, etc., strengthen the short-board technology of power battery and fuel cell system with high strength, light weight, high safety, low cost and long service life, and accelerate the research and development and industrialization of solid-state power battery technology.
Establishing a comprehensive standard system for the integration and development of new energy vehicles and related industries, and clarifying the technical interface standards for vehicle operating systems, vehicle base maps, vehicle pile information*** enjoyment, and cloud control base platforms. The establishment of cross-industry, cross-field integrated big data platform, to promote various types of data *** build **** enjoyment and interconnection.
Encourage local governments to increase support for vehicle operations in the areas of public ****services,****shared travel, etc., and give preferential policies for parking and charging of new energy vehicles.
Speed up the construction of charging and switching infrastructure. Scientific layout of charging and switching infrastructure, and strengthen the integration and coordination with urban and rural construction planning, power grid planning and property management, urban parking.
Quick comment:
Reviewing the new energy automobile industry development plan released in ?2012?, we can find that the established sales target and technical parameters of that year have already been realized, so from this year's plan we can also see some of the next development direction.
This time, the policy does not set up too many battery technical parameters, but puts forward? 2025? year to achieve? 12? kWh/100? km? of the average power consumption, from the current point of view, the mainstream models from the target have a large gap, want to achieve this goal needs to be in the motor electronic control on more efforts.
Once this goal is achieved, it means that a car with an 80kWh battery can achieve a range of nearly 700km.
This industrial development plan also mentions the direction of more technology development, which also shows that after ?8? years of development, the State Council also has the direction of the famous song.
In addition, in addition to new energy, the document also mentioned a large number of automatic driving, V2X?and?V2G?planning, which are worthy of our careful consideration.
Azalea's deliveries exceeded ?5,000 units in ?10? month, setting a new high for single-month deliveries by a new power brand
Today, Azalea announced that it delivered ?5,055? new vehicles in its ?10? month a***, with delivery figures by model as follows:
ES6 ?2,695?units
EC6 ?883?units
ES8?1,477?units
October?deliveries were up?7.4 percent sequentially and?100.1 percent year-on-year. Azera's cumulative deliveries for 2020 totaled ?31,430, and the brand's cumulative deliveries totaled ?63,343.
Fast Facts:
While the month-over-month growth numbers aren't particularly eye-catching, considering there were ?8? days of National Day holidays in ?10? month, the deliveries that broke through the ?5,000? mark are pretty impressive when you look at it again.
The fact that deliveries broke the 5,000 mark in October wasn't a surprise, as Azera officially canceled its free power exchange policy on October 13, and the Shanghai government issued a new traffic restriction policy, which has greatly benefited new-energy models.
So for Azalea, it has long since entered a stage where it doesn't have to worry about orders, with the EC6?s orders already lined up until next year?s February, and more shackles at the Hefei plant.
From the data disclosed in the last quarterly earnings report, the factory's single-shift production capacity in September?month has been raised from?15?JPH?to?20?JPH, corresponding to a monthly production capacity of around?4,000?units to?5,000?units.
It's worth noting that deliveries of the ES8, the most expensive and best-selling domestic new-energy vehicle, have been stable at around 1,500 units for several months, and that the ES8's sales have also greatly benefited Azalea's gross margins.
According to Azera's plan at the beginning of the year, gross profit in the fourth quarter will reach 2-digit figures, which is already within Azera's reach based on current sales.
Ideal delivers?3,692?vehicles in?October, another record high in deliveries
On?November?2?, Ideal Automobile announced deliveries of the Ideal?ONE?in?October, with 3,692?units, an increase of?5.4 percent from a year earlier, continuing to set the brand's record for the highest single-month deliveries. From January to October of this year, Ideal?ONE?delivered a cumulative total of?21,852?units.
As of ?October?31?, Ideal Auto had ?41? retail centers nationwide in one***, compared with ?35? at the end of ?September, an increase of ?6? retail centers. The main additions cover Haikou, Xining, Weifang, Wenzhou, Taizhou and Nantong?6? cities.
Next, Ideal Auto will also open new retail centers in cities such as Taiyuan, Yantai, Changchun, Baoding, Hohhot, Tangshan, Fuzhou and Jinhua by the end of this year.
Quick comment:
Ideal Auto's delivery target for this year is ?30,000 units, and to accomplish this year's target, Ideal will have to complete the delivery of ?8,148 units in the next two months, which averages out to ?4,074 units per month, which will not only require the sales as well as the delivery team to climb up to a higher peak on the existing base, but also puts new demands on the factory's capacity. This not only requires the sales and delivery teams to build on their existing strengths, but also places new demands on the plant's capacity.
But the good news is that the new policy in Shanghai is providing a lot of support, and judging from the sales feedback from the stores so far, the effect of the policy is obvious enough that the stores in other cities will be opening one after another, so as long as the factory's production capacity keeps pace with the completion of the ?30,000?units delivered, it should not be impossible.
Small Peng Automobile announced sales figures for the ?10? month
On Nov. ?2?, Xiaopeng Automobile announced sales figures for the ?10? month, which were slightly down compared to ?9? month.
P7?delivered?2,104?units and G3?delivered?936?units, for a total of?3,040?units delivered in October?month***, a year-on-year increase of?229%;
Cumulative deliveries for January?-?October?month?totaled?17,117?units, a year-on-year increase of?64%;
Septermber?month's deliveries for Xiaopeng amounted to?3,478?units, with the? P7?deliveries?2,573?units and G3?deliveries?905?units.
Quick comment:
Compared with September, Xiaopeng's deliveries fell in October, with the P7 fluctuating more markedly, down 22.3 percent in delivery from a year earlier.
In addition, the assisted driving feature that P7? users have been waiting for finally went live in October, with core features such as NGP performing well in our test drive experience. s subsequent sales.
Shanghai Automotive Volkswagen's?ID.4?X? starts mass production
Shanghai Automotive Volkswagen (SAIC) announced on October 27th that the?ID.4?X? will start mass production in Anting, Shanghai, and that the first?ID.4?X? has officially rolled off the assembly line, differing in naming from the previously revealed?ID.4?
The ID.4?X? is based on the ?MEB? platform, and SAIC Volkswagen has invested ?17?billion yuan in the construction of the ?MEB? factory, which is planned to have an annual capacity of ?300,000 units, compared with Tesla's Shanghai factory, which currently has a production capacity of ?250,000 units per year.
Currently known?ID.4?X?information are?NEDC?range?555?km, battery energy density of?175?Wh/kg, length, width and height of?4612/1852/1640?mm, respectively, the wheelbase of?2765?mm, the overall quality of?2,120?kg, is expected to be?2021? the first quarter of the year officially launched.
Quick comment:
The commissioning of the ID.4?X? marks VW's formal entry into the domestic pure-electricity market, and unlike previous oil-to-electric models like the Rangyi and Golf Pure Electric, the ID.4?X? as well as its northern sibling the ?ID.4?CROZZ? are the first entries in the ?MEB? pure-electricity platform.
The production of these two vehicles will not only bring more policy points to VW in China, but will also show how well the domestic market is accepting the existing VW?
Tesla center control new UI exposure
Recently, foreign Tesla enthusiasts updated the software version 2020.40.8.12, the UI interface has a relatively big change. Here is a summary of the changes:
Change?1: The left instrument area is larger.
The left dash area, which displays vehicle information, has been made larger. The ratio of the dash to the navigation area, which was about ?3:7 before, is now closer to ?4:6? after the update.
Change?2: Vehicle model and animation effects optimized.
The vehicle model and animation effects in the dashboard are more refined and realistic in the parking state. The original blogger showed the animation effects of opening the doors and the trunk, and the display is very realistic, with doors opening and closing, windows opening and closing, and charging ports opening and closing being shown on the screen.
Change?3: The position of the display content in the instrument section changes.
There are two main changes:
One is the gear display, which has been changed from the original horizontal layout to a vertical layout;
The other is that, due to the increase in the width of the instrumentation, the bottom ?Dock? bar adds the wiper control buttons on top of the original car controls, music and camera.
Quick comment:
With the push of ?FSD?, Tesla's visualization interface is becoming more and more informative, and from the experience so far, a detailed visualization interface is the key to consumers' willingness to use Assisted Driving, so this interaction window is very important until the implementation of unregulated ?FSD?. Plus, with wiper adjustment placed in the first-level menu, it'll be very user-friendly for first-time?Model?3?drivers.
This article comes from the authors of Automobile House Car Family, and does not represent the viewpoint position of Automobile House.