New era of the game rules: do not play electrification will be eliminated!

Posted 2022-10-08 00:00:00 +0000 UTC

Abandon diesel engine completely and provide 100% version This is Volvo's new era technology route for its flagship model, the new third generation XC90. The new XC90 is expected to be launched in 2022 at the spa platform plant in South Carolina. From now on, the vast majority of European car manufacturers are doing the same thing: abandoning large displacement as soon as possible and launching as many or pure electric models as possible. If we don't lower the average carbon dioxide emission value of car models on sale in this way, we will accept a huge "ecological penalty" from the EU when 2021 comes. Recently, we often mention a group of numbers: 95g / km! This is the EU's death order for car manufacturers. In order to reach the Paris Agreement on carbon emission constraints, the "old world" automakers have no choice. With MEB pure electric platform, the group kicked off the unprecedented electric vehicle strategy; Renault alliance began to use PHEV and ev to walk on two legs with the accumulation of electric technology; Mercedes and both announced their respective electrification strategies, and as many as dozens of new cars will be launched in the next two to three years. What measures does Volvo take to deal with 95g / km? In the past 2019, Volvo has mentioned that it will sell 1 million electric vehicles by 2025. For this reason, before entering the EV era, Volvo has developed PHEV plug-in hybrid technology, which is named after "T8 E-Drive hybrid" in the models sold in China. In order to continue to deepen the transformation of electrification, in October 2019, Volvo launched its first pure electric vehicle in Europe, xc40 recharge P8 AWD. On the one hand, this compact SUV can cope with the European preference for SUVs; on the other hand, it conforms to the times and becomes a "new energy vehicle". Recharge may also be the suffix of Volvo electric cars. The performance index of the electric version xc40 is also at the mainstream level. The comprehensive power of the front and rear axle motors is as high as 300kW, the maximum torque is 600nm, and the mileage of 78kwh lithium under wltp rules is 400km. In the charging part, in the fast charging mode, 80% of the power can be charged in 40 minutes; in the fast charging mode, it will take 3 hours and 20 minutes to fully charge. With the electric version of xc40, XC90 recharge has a reference template. According to sources close to Volvo, Gothenburg, Sweden, is currently developing the next generation XC90, including the pure electric version. The new flagship SUV will be developed based on Volvo's spa2 platform, like xc40 recharge, with battery packs installed under the car floor. However, at present, we don't know what type of battery will be used in the XC90 electric version, but according to the speculation, its comprehensive performance will not be lower than that of xc40 recharge. Probably, the comprehensive power and endurance mileage will be as good as that of xc40 recharge or even better. As for the diesel engine, the next generation XC90 will not be used, and the internal combustion engine has only gasoline hybrid. For example, in 2020, Volvo expects PHEV plug-in hybrid models to account for about 20%; by 2025, pure electric vehicle models will account for 50%. This is not only an ideal model of a Swedish luxury brand, but also the direction of most European luxury brands in fact - electric cars are quieter, better power performance, and lower unit carbon emissions. As for premium, charging, battery life and other issues, these are issues that need to be solved slowly in development. For luxury brands, electric vehicles can show a premium through equipment, atmosphere, design and performance, but for low-cost brands, what is the future of electrification? Renodacia is clearly another real case. The European definition of Dacia is low cost. This phrase has been mentioned many times in Europe in the past year. One is about Dacia, a low-cost car brand owned by Renault, the other is about Citroen - PSA group is developing low cost: sc21 and sc24 in India with Citroen brand, which are based on CMP platform, including electric version and gasoline version. In fact, Renault disclosed in its financial performance press release on February 14 that the Dacia brand will launch 100% electric small cars and SUVs in 2021. For Dacia, the way to survive is the ultra-low access threshold. Its best-selling Logan, which starts at less than 8000 euros, is a big temptation for low-income people in Europe - from Renault's power system, small body and hard plastic interior are all pragmatism value orientation. However, for the deployment of electric vehicles, low price is the biggest obstacle, and it is possible to take one thing and lose the other. Renault has explained that the Romanian brand will offer products as cheap as possible, which is the first standard. This kind of saying can't help making people associate with product planning. In essence, Renault's brand is the technical subject. After twizy, Zoe and fluence, Renault also has such LCV (light commercial vehicle) electric models as Kangoo and master. On Clio, Megane and captur, Renault is working hard to promote E-TECH hybrid and two new technologies. So, for Dacia brand, it will probably become a "dumping" brand of cheap electric vehicles. We also made it clear in the report titled "accelerate the electrification process in 2020 and Renault will launch nine new cars" that Dacia will launch an entry-level electric vehicle in the European market in the spring of 2021, which is the "e-NO" - City k-ze launched by Renault in the Chinese market. Eno belongs to the category of mini car according to its body size. Its body design is similar to that of SUV, but it is actually a crossover. Its smaller body limits the size and capacity of the battery, but also makes some preparation for low price. The performance of kwid China's eno in the Indian market is just in the entry-level state, for example, the maximum power of the motor is 33kw, the maximum torque is 125nm; the battery capacity is 26.8kwh, the endurance mileage is 271km, and the maximum speed is only 105km / h. With such performance, it can only be used as the alternative of shelter from wind and rain in the city, without any enjoyment. In any case, the benefit is the biggest feature of eno as Renault's first electric vehicle launched in China. The Chinese version starts at 61800 yuan, and the most expensive is only 71800 yuan. If the starting price is converted into euros, it is 8168 euros, which is almost the same as Logan's starting price. If the price is 10000 euros, the advantages are obvious compared with the electric vehicles of Volkswagen, Peugeot, Opel and mini, which are easily sold in 12000 euros. Whether it's more expensive than fuel vehicles or a large number of follow-up Renault electric vehicles, this Romanian cheap car brand will start its electrification transformation in 2020. After all, the era of pure low price has changed, and 95g / km is also a major issue that Dacia has to face. As a new automobile brand in Europe, DS obviously has less historical burden than the "old brand". First of all, DS brand has only operated independently for six years; second, the number of models under the brand is small; finally, relying on the technical support of PSA group, DS is loading the latest technologies of the group, such as PHEV plug-in hybrid and ev pure electric. As a result, DS is transforming faster than any brand. In just over a year, the French have launched ds7 Crossback e-tension 4x4 and DS3 Crossback e-tension. As we mentioned earlier, the former is PHEV model, and the latter is EV model. DS even announced that every new car launched in the future will have "new energy" options in addition to traditional internal combustion engine options. That is to say, at this stage, the new car based on the emp2 platform will use PHEV plug-in technology, such as ds7 Crossback e-tense, with a pure electric mileage of 58km and a carbon dioxide emission of only 30g / km. The small car based on CMP platform will provide pure electric power system. Yves bonnefont, DS's chief executive, once explained this, saying that "for DS brands, electrification is a high-end powertrain.". "You don't buy electric cars because you don't have a choice," he added. "You choose electric cars because you're excited about them." This so-called excitement should come from a new driving experience: a series of ADAS driving AIDS, digital cockpit and smooth acceleration, not when it needs to be charged or fails. For DS, a young car brand, a preliminary high-end impression has been established in Europe through the first round of products, but it is still a long way from Mercedes Benz, BMW and even the first tier luxury brands. But even so, DS still firmly believes that through the "future oriented" electric vehicle, it can pry a part of the blue ocean market, that is, dig the wall from BBA. The reason why the French will launch the e-tense pure electric version for DS3 Crossback is that DS targets the lifestyle of the people who buy it. First of all, these people usually live in urban areas and have better income and living conditions. Secondly, the city has more and more restrictions on internal combustion engines, especially diesel engines. Finally, there will be a subsidy of 6000 euros to buy electric vehicles in France, with the purchase cost lower than that of the gasoline version of the same configuration. To this end, DS also came up with a mathematical model. According to the calculation, the monthly use cost of e-tense electric version is 469 euros, of which 425 euros belong to the loan repayment fund; while the monthly use cost of gasoline version is up to 512 euros due to refueling, of which 395 euros belong to the loan repayment fund. In terms of cost, the advantages of electric version are more obvious. In addition, DS brand also considers many use scenarios for electric vehicle users. For example, charging box can be installed for car owners in the garage; MYDS application has been developed to solve the problems of remote control and vehicle information collection; in addition, when there is no power, the car map can recommend the nearest charging facilities. According to the forecast data from IHS Markit, a well-known global consultancy, DS brand plans to produce 8000 DS3 Crossback e-tenses in 2020, which will account for 10% of the total production of the series. But eebofeng also revealed before that the owners of high-end small SUVs drive about 40 kilometers a day, so electric cars are obviously more suitable for them. The wltp range of DS3 Crossback e-tense is 320km, which can meet the travel needs of these European consumers for several days. Some people may doubt the development strategy of DS brand, for example, its strategy in China has completely failed. But for DS brand, it is more realistic to keep Europe. We can see that among the second-line luxury brands in Europe, the sales volume of,,, DS is not much different (only the brand pattern, the products are not discussed here). Jaguar has sold 76839 new vehicles in the past 2019, with a market share of 0.49%; Lexus has sold 55801 new vehicles, with a market share of 0.36%; and DS has sold 52597 new vehicles, with a market share of 0.34%. From the perspective of product line, DS only has two models for sale, which is inferior to two competitors in volume, but the sales momentum keeps growing. So electrification is an opportunity for DS. After DS9 and the new generation DS4 are launched, the market share should be further expanded. There is no doubt that early transformation benefits early.

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