Shulou(Shulou.com)11/24 Report--

Some people complain about the extended journey, while others say it really smells good!

Not long ago, Yu Chengdong, managing director of Huawei, terminal BG CEO and BU CEO of smart car solution, said in an interview with the media that it was nonsense to say that the extended ride car was not advanced enough.

In response to this point of view, Great Wall Wei CEO Li Ruifeng had a direct conversation with Yu Chengdong on Weibo, saying that "it takes good blacksmiths to make good steel, and it is an industry consensus that the hybrid technology of the add program is backward." And the CEO also bought a M5 to start testing, which smelled of gunpowder.

▲ Wei brand CEO Li Ruifeng Weibo

In addition, Feng Sihan, CEO of Volkswagen Group in China, has also expressed the view that extended-range cars are outdated technology-the debate about extended-range vehicles has once again become a hot topic in the industry, some people continue to complain that it is unnecessary to take off their pants and fart, while others say that it is not as advanced as plug-in hybrid technology. ...

▲ Volkswagen China CEO Feng Sihan

But no matter how much you complain, it is an indisputable fact that the ideal ONE of Zengji sells more than 10,000 units per month, and the monthly sales of Huawei's blessing M reached the level of 7000 units in May.

Other car companies watching from the sidelines began to vote with their feet-actively embracing the extended range. Just in the last month, Changan and Nezha have successively launched extended-range models, and zero-running cars have also been reported to have plans for extended-range cars.

There is no doubt that many car companies want to try this candy.

So, which car companies have launched extended-range models? How's the technology? Will they be able to enjoy the bonus of extended journey?

01. Another wave of extended cars has become popular. This year's plus cars account for half of the new energy market. Changan, Nezha, self-travel and other car companies have launched their own add-on models.

Comparison of parameters of three new ▲ cars with extended range

On July 25, SL03, the first model of Changan Deep Blue brand, was officially launched. The new car offers three power versions: pure electricity, extended range and hydrogen power, with a price of 168900 to 699900 yuan after comprehensive subsidy. Among them, the extended range version of the model is 168900 yuan.

▲ SL03

SL03 is based on Changan's new pure electric drive platform EPA1, which is the first model of this platform. The extended range version of Changan Deep Blue SL03 adopts the structure of direct connection between engine and generator. Under CLTC condition, the power generation of 1L oil can be realized about 3.3kWh. Under the condition of feeding, the fuel consumption is 4.5L / 100km.

In terms of power, the SL03 extended range version has a maximum power of 160kW (about 217hp), a maximum torque of 320Nm, and a 100km acceleration time of 7.5s.

Under CLTC conditions, the extended range version of Changan Deep Blue SL03 has a comprehensive range of ultra-1200km and pure electric range of super-200km, and the fuel consumption of feed can be as low as 4.5L / 100km.

In addition, the new force of car building Nahu Automobile has also released an add-on model-the Naxi S extended-range version.

On July 31, Nezha S officially launched two types of power models: the extended range version and the pure electric version. Among them, the extended range version of the model is divided into three configurations, with a price of 19.98 million yuan and 2398 million yuan.

▲ Nashi S

The Nezha S extended range version uses a 1.5T four-cylinder extender with a fuel tank capacity of 45L. The pure electric mileage of the Nathan S extended range version is 310km 1160km.

In terms of power, the Nezha S extended range version is a single motor model, with a maximum power of 170kW (about 231hp), a maximum torque of 310Nm and an acceleration time of 100km / h at 6.9s.

In addition to Changan and Nahu cars, newly built cars such as Zi Toujia also began to layout add-on cars at the beginning of the game.

In March this year, Ziyou officially launched its first model, the NV, which provides both pure electric and add-on powertrain. It was originally scheduled to start in the first half of this year, and officially went offline and delivered in September.

▲ self-traveler NV

In addition, Zero is about to launch an extended version of Zero C11, and the first model of Dongfeng's high-end off-road new energy brand Mengshi will also offer an extended version.

On the whole, auto companies continue to introduce add-on cars, and this market segment is also expanding.

02. Continuous monthly sales of more than 10,000 ideal thoroughly fire increase program car market is constantly followed by new players, in fact, are one of the top three new cars with the fire of the ideal car.

Ideal ONE can be said to be one of the best-selling new energy vehicles in China.

Insurance situation of 10 popular new energy vehicles in ▲

The insured data from January to July this year show that among the 10 popular new energy models worth 300,000 to 400,000 yuan, the ideal ONE ranks second only to Tesla Model Y, and more than twice as much as the Lailai ES6.

So how did the ideal ONE become popular all the way?

Ideal ONE was released in October 2018, and the scheduled price is 328000 yuan in April 2019, and delivery will be officially launched at the end of 2019. After the start of delivery, the sales trend of the ideal ONE continues to rise.

▲ ideal ONE delivery (unit: vehicles)

In the first month of delivery, sales of the ideal ONE exceeded 1000. In 2020, the monthly sales of the ideal ONE began to climb, with fewer deliveries at the beginning of the year.

Since June 2020, delivery has shown a significant upward trend, and in December of that year, it reached a new high at that time, with monthly delivery exceeding 6000 units.

In May 2021, ideal Automobile officially released 2021 ideal ONE. Compared with 2020 models, the NEDC has a full upgrade, the range of the NEDC has reached 1080km, and the price has been increased by 10,000 yuan to 338000 yuan compared with the old model.

From the sales trend chart, the increase in price did not affect the sales of the ideal ONE. After the change, the sales volume of the ideal ONE increased significantly, and the delivery volume reached 7713 units in June 2021, an increase of 78.4% compared with the previous month. Since then, the delivery volume has been significantly increased by one gear, sprinting to the 10,000-car class.

By November 2021, the monthly delivery of the ideal ONE will reach 13485 units, and the ideal ONE will deliver more than 10,000 units per month for the first time. At the same time, this is the first time that a Chinese brand model with a starting price of more than 300000 has been delivered in a single month.

On March 23 this year, ideal Motor officially announced that due to the rise in the price of upstream raw materials, the price of ideal ONE models under ideal Automobile will be increased by 11800 yuan from April 1, 2022 to 349800 yuan.

After the price increase, the heat of the ideal ONE remains high. Although due to the impact of the epidemic and the supply chain at the beginning of this year, the delivery volume of the ideal ONE did not exceed 10,000 in February and April, most months achieved a good result of monthly sales exceeding 10,000.

In July, ideal delivered 10422 ideal ONE, a year-on-year increase of 21.3%. As of August 1, the cumulative delivery volume of ideal ONE has reached 194913. At the same time, the 200000 ideal ONE has also gone offline. It is expected that ideal ONE will achieve the feat of selling more than 200000 bikes in August this year.

▲ ideal ONE

From these achievements, we can see the success of the ideal ONE, and at the same time, it has also made its own efforts to heat up the Zengji automobile market.

So, does the success of the ideal ONE necessarily represent the popularity of the extended ride? What are the advantages and disadvantages of the taxi? Why can car companies quickly follow up on additional taxis?

First of all, the added-program car is convenient to supplement energy and can be fueled and electric; at the same time, the extended-range car is driven by pure electricity, which is consistent with the driving experience of pure electric model.

Secondly, the extended range car has no small advantage over the pure tram in terms of mileage, because the added car is equipped with an engine in addition to a battery, compared with the 500 km range of most pure electric models. At present, the range of the car can reach more than 800 kilometers.

Although the range is longer and the power supply is more convenient, the additional car also has some shortcomings: the additional car uses gasoline to generate electricity, and the cost is higher than pure electricity; when the battery is dead, the power output of the vehicle will be limited to the maximum generating power, and the power will be significantly reduced. In addition, cities such as Beijing stipulate that additional cars cannot use new energy targets, while additional cars are also affected by traffic restrictions.

In addition, an important reason why both traditional car companies and new car companies can successfully launch extended-range cars is that the technical requirements of incremental cars are not pure electricity and high plug-in.

According to the technical principle, the engine in the extended range vehicle does not directly drive the vehicle, and the fuel is generated by the generator, which stores the electricity in the battery or directly supplies the motor, which serves as the only outlet of the driving force of the whole vehicle to provide power for the vehicle.

Because the engine and the motor do not need to drive the wheels at the same time, the extended range car does not need a gearbox; the three major parts of the extended range system-- the extender, the battery and the motor-- do not involve mechanical connections, but are all electrically connected. the overall structure is relatively simple, while the structure of the mixing system is more complex, and different power domains need to be coupled through mechanical parts such as gearboxes.

Therefore, although most new car-building enterprises do not have years of technology accumulation, they can still launch good extended-range products, and established car companies such as Dongfeng and Changan can also quickly follow.

03. Follow-up zigzag progress is not a panacea actually long before the launch of a new wave of extended-range models such as Changan SL03 and Nezha S, some car companies on the market began to enter the extended-range market.

Comparison of the parameters of the first wave extended range model of ▲

At the Shanghai Auto Show on April 16, 2019, Cyrus, a subsidiary of the well-off Group, officially launched the Cyrus SF5 and opened a reservation for the new car, which is available in two-wheel-drive and four-wheel-drive versions at prices ranging from 278000 to 458000.

In terms of models, Cyrus SF5 provides pure electric version and extended-range version of two models, equipped with Selis independently developed dual-motor four-wheel drive system. The extended range version is equipped with a 1.5T four-cylinder booster with maximum power of 82kW (about 112hp) and a fuel tank capacity of 45L. The maximum power of the system is 405kW (about 551hp), and the acceleration time of 100km is less than 4.8s.

In the early days of its launch, SF5 was sold independently by Cyrus, with a lacklustre response. If you start the delivery of the SF5 to announce the arrival of Huawei experience store as the node, then the total sales of this car in the well-off independent sales period is only more than 1300 units.

▲ Cyrus SF5 sales trend (Source: car owners' Home)

After that, Cyrus announced that it would cooperate with Huawei and officially enter Huawei channel sales in April 2021 for Huawei Smart SF5.

▲ Cyrus Huawei wisely chooses SF5

Although with the blessing of Huawei channels, the attention of the SF5 has become higher, but the sales of SF5 still failed to achieve very eye-catching results. Sales figures from the owner's Home show that sales of the car only exceeded 1,000 between September and December 2021, reaching a peak of 2205 units. In addition, SF5 sold about a few hundred units in most months, and sales of the car plummeted to less than a few dozen in 2022.

▲ Huawei wisely chooses SF5 sales trend (source: home of car owners)

The first battle of Xiaokang's entry into the extended-range car market failed to start, and it partnered with Huawei to launch a second add-on model.

In December 2021, the second well-off extended range model, the M5, was officially released.

On the basis of SF5, the two sides introduced Huawei Hongmeng cockpit and made substantial adjustments to the interior and exterior decoration to create the M5. From the inside out, the M5 uses Huawei's cutting-edge technologies in the fields of information and communications, smart travel, such as HarmonyOS intelligent cockpit and Huawei three-in-one electric drive system, which can be regarded as a super-integrated Huawei "family bucket".

▲ ask the boundary M5

The interface M5 adopts HUAWEI DriveONE pure electric drive extended range platform, equipped with 1.5T four-cylinder extender, and the mileage of NEDC condition is 1195km. The flagship version of the four-wheel drive is equipped with the motor of the front 165kW / rear 200kW, the maximum power of the system is 365kW (about 496hp), the maximum torque is 675Nm10km / h and the acceleration time is 4.4s.

▲ AITO ask boundary M5

In February this year, Huawei and Mengjie, a new energy brand under Xiaokang, launched the M5, which began delivery in March. As of July, sales exceeded 26000 units, and delivery reached 10,000 in just 87 days, setting a new record for the fastest delivery of a single model of a new brand.

▲ asked about the monthly sales of M5 in July.

Another car company aiming at the extended-range market is the Lantu brand under Dongfeng, which has successively launched Lantu FREE and Lantu dreamer.

On June 19, 2021, Lantu FREE was officially listed. The extended range version is equipped with a 1.5T range extender and a drive motor with a total power of 510kW (about 693hp). The comprehensive range of more than 800km is 1.3L.

▲ Lantu FREE

Car owners' home sales data show that the highest sales of all Lantu FREE models reached 3330 units in December 2021, while sales in most other months were above and below 1000 units, which is not high in the new energy market.

Sales of ▲ Lanto FREE (Source: home of car owners)

Judging from the first batch of extended-range models launched by well-off and Lantu, not all extended-range cars can achieve high sales as the ideal ONE.

Although the M5 and Cyrus SF5 are both added taxis under Selis, after upgrading, the M5 has been significantly improved in intelligence and other aspects, such as the M5 is equipped with a fully functional HarmonyOS intelligent cockpit and HUAWEI SOUND in-car audio system.

In terms of driving assistance, the M5 has also improved compared with the SF5. In terms of hardware, the M5 vehicle is equipped with 23 sensing hardware, 7 more than SF5's 16. The whole vehicle supports 360-degree intelligent panoramic parking system and supports 100 + parking scenes, which can realize the identification of parking locator and the function of freeing hands.

Therefore, from the sales of M5 and Cyrus SF5, we can see that Zengcheng is not a panacea, and the most important factor in sales performance is the product itself.

04. Conclusion: add-on electric vehicle is an excellent transition plan. Although some people touted the extended range technology and others belittled it, it is actually a platform for their own products in essence.

In fact, for users, the backward and advanced technology is not the first to bear the brunt, the product can meet the demand and bring a better experience is the most important.

The ideal ONE has succeeded in doing this.

There must be a transition in the period when the automobile industry is rapidly moving towards electrification. Plug-in hybrid power has become a major solution. As the driving form closest to pure electricity, add-program electric vehicle is a set of excellent transition scheme.

In the long run, extended range and PHEV will develop synchronously and exist as a transition scheme for a long time.

On the one hand, the hot sales of the ideal ONE and the M5 have proved the potential of add-on cars.

On the other hand, BYD Song sold nearly 200000 models from January to July, ranking first in the new energy SUV sales list, according to the ride association. The current popularity of the PHEV market can also be seen from the BYD Song model.

Growing sales of extended-range cars and PHEV models will also accelerate the industry's transition to an era of pure electricity.

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