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review of the ten hottest topics in the new energy automotive industry in 2019 (middle)

       hot spot four: german automotive giant all in electrified
       in the eu, the most stringent automotive carbon emission control target will be officially implemented on january 1, 2020. in september this year, the frankfurt motor show, volkswagen, audi, mercedes-benz and bmw accelerated the electrification transformation, not only showing the strongest electrified product lineup in history, clarified product planning and market goals.
       the volkswagen group will gradually launch more electric models covering various market segments. it is estimated that by 2028, nearly 70 new electric vehicles will be launched. the total number of electric vehicles based on electric platforms will reach 22 million, more than half of which will be in china. production covers the group's brands and various platform architectures. about ten years later, one in every two cars produced in europe and china will be electric cars. by 2023, investments in electrification alone will exceed 30 billion euros. by 2030, electric vehicle coverage in the group's fleet will increase to at least 40%.
       at the same time, audi will also achieve synergies with internal and external partners of the volkswagen group. by 2025, more than 30 electrified models will be launched, of which 20 will be pure electric models, and at least three based on compact model of meb's modular electric drive platform. the first high-end models based on the ppe electrification platform co-developed with porsche will be launched early in the next decade. it is expected that by 2025, audi's sales of electric models will account for about 40% of its global sales.
       by 2039, mercedes-benz will focus on carbon neutralization of new passenger car product lineups. by 2022, the entire mercedes-benz product lineup from the smart brand to large suvs will be electrified. by 2030, electric vehicles will account for more than half of new passenger car sales. electric mobility will be the core business of mercedes-benz. the future model architecture will be developed based on electric mobility from the beginning, and will have its corresponding electric platform. in the next few years, mercedes-benz will bring more than 10 pure electric models worldwide.
       in june of this year, the bmw group announced plans to accelerate the expansion of electric products: by 2023, 25 electric models will be provided to the market, two years ahead of the original plan, of which nearly half are pure electric models. the number of models has been increased to five. by 2021, the company aims to deliver 1 million electric vehicles to customers worldwide.
       fifth, toyota's electrification strategy from singles to open cooperation
toyota released a strategic plan for the development of electric vehicles in june this year. it will advance the target of 5.5 million electric vehicles from 2030 by 5 to 2025, of which pure electric vehicle sales will account for 1 million.
       toyota plans to start producing electric vehicles in china from 2020. by then, more than 10 pure electric vehicles will be launched in china, japan, india, the united states and european markets. at the same time, fuel cell vehicles will also be heavily invested in the passenger vehicle and commercial vehicle markets.
       "china is the world's largest automotive market and will become an important engine driving the growth of the world's auto industry. we want to deepen cooperation with chinese companies in new energy vehicles and other aspects." during the tokyo motor show 2019, toyota president akio toyoda spoke to the media. say.
       this year, toyota ’s action in the field of new energy vehicles in china is unprecedented in scope and scope. in july, toyota established cooperation with chinese power battery leader ningde times and byd, and began to explore the development of power batteries and pure electric vehicles. in september, toyota and china faw and gac group respectively signed strategic cooperation framework agreements to deepen cooperation in the field of electric vehicles and intelligent networking; in november, toyota announced that it would invest 50% of each with byd to establish pure electric vehicle r & d companies in 2020 , carry out the design, research and development of pure electric vehicles and the platforms and parts used in the vehicles. in addition, this year toyota also established cooperation with changshu xinzhongyuan venture capital and other local chinese companies in the new energy vehicle industry chain.
       in terms of mobility, in july of this year, toyota expanded its cooperation with didi chuxing in the field of smart travel services, and established a joint venture with didi and gac toyota to provide vehicle-related services to online taxi drivers. toyota will provide didi and the joint venture company invested $ 600 million. at the end of november, toyota hainan travel company was established and began to provide high-quality travel services in hainan province.
       according to the analysis of the gas institute of automotive research, in terms of hybrid technology, toyota relies on its own technical advantages and is the largest in the world. in terms of the world's most sought-after pure electric technology, toyota's product introduction pace is lagging behind. in order to get products to market quickly.
       hot spot 6. new forces in the car industry "survival of the fittest"
       under the dual pressure of the automobile market and the capital winter, the new car-making forces continue to increase their differentiation this year. the new forces represented by weilai, weimar, xiaopeng, etc., have achieved their goals despite the gap between the annual goals. mass production delivery of 10,000 vehicles.
       judging from the cumulative number of licenses from january to october, weilai automobile's two models totaled 14,947, weimar followed closely with 14,286, and xiaopeng automobile ranked third with 11,944. after the big waves have been washed, the survival of most new forces is increasing.
       weilai automobile's topic is not declining this year, and has suffered setbacks such as layoffs, losses, stock price declines, and spontaneous recalls. however, with the support of a broader sales network, the number of orders has accelerated, and products and services have continued to iterate. weilai gradually emerged from the haze, achieving sales for the fourth consecutive month, and the stock price returned to above $ 2. the 2019 weilai day, the new weilai es8 is officially released, and the third production car intelligent electric coupe suv ec6 also ushered in the world's first show.
       weimar automobile has completed a total of 3 billion yuan in series c financing this year, with a cumulative financing amount of nearly 23 billion yuan. at present, it has started series d financing. responsible for increasing sales with ex5.
       xiaopeng automobile experienced the replacement of old and new g3 models this year, with individual users accounting for 79.14%. after completing the us $ 400 million round c financing, its second model of the smart pure electric coupe p7 started pre-sale at the guangzhou auto show. it is worth mentioning that xiaopeng motors signed a contract with weilai nio power, and the two parties started interconnection and cooperation on charging business, and jointly explored charging operation business innovation.
       although the voices of questioning the new forces of the car construction are still constant, nezha, zero run, ideal, aichi, and xinte have all submitted relatively reliable answers this year. next year, byton, bojun, skyrim, evergrande, chinese express, and tianmei, who are new to the show, will also be poised to rely on their strengths.
       in short, most of the new car building forces have entered the product delivery stage, but subsequent financial support, product quality, large-scale delivery and user services will become core development factors.
       hot topics7. discussion on hydrogen fuel cells
       in march this year, premier li keqiang's "state council government work report 2019" clearly stated that "promote the construction of facilities such as charging and hydrogenation", this is the first time that hydrogen energy has been written into the government work report. since then, hydrogen fuel cells have become one of the hottest topics this year.
       the 2019 world new energy vehicle conference also paid great attention to the development of the fuel cell industry. wan gang, vice chairman of the national committee of the chinese people's political consultative conference and chairman of the chinese association of science and technology, proposed to actively promote the industrialization of fuel cell vehicles. he believes that compared to long-distance buses, intercity logistics, long-distance transportation and other transportation modes, fuel cell vehicles have the characteristics of clean and zero emissions, long driving range and short filling time, which is the best choice to meet market demand. although china is rich in hydrogen energy, due to the constraints of infrastructure, the speed of industrialization of fuel cell vehicles is limited. therefore, the next step is to continue to strengthen the construction of the entire system of hydrogen energy in areas where hydrogen energy is advantageous. wang xi, deputy minister of the ministry of science and technology, clearly stated that the ministry of science and technology will focus on the research and development of commercial vehicles, hydrogen fuel cells, hydrogen storage, hydrogenation, and hydrogen production technology based on the "13th five-year plan". saic and baic stated that they will accelerate the industrialization of fuel cells.
       as of december, more than 20 provinces and cities in china have issued related development plans for the hydrogen energy industry. the growth rate of market promotion has also increased significantly. according to the data of china automobile association, the production and sales of fuel cell vehicles in the first 11 months of this year were respectively 1,426 and 1,337, a year-on-year increase of 398.6% and 375.8%, respectively.
       there is no doubt that fuel cell vehicles, as the best solution for long-distance transportation of new energy vehicles, are gradually becoming one of the key development directions of the automotive industry revolution. professor ouyang minggao, a professor at tsinghua university and an academician of the chinese academy of sciences, believes that the restriction bottlenecks of the hydrogen fuel cell commercial vehicle industry chain are not at two ends, but in the middle, which are the three challenges of transporting hydrogen under the vehicle, on-board hydrogen storage, and hydrogen fueling.
       song qiuling, a first-level inspector of the department of economic construction of the ministry of finance, clearly stated at the 2019 teda forum that, in fact, because china ’s fuel cell vehicle core technology and component technology have not yet been broken through, infrastructure is insufficient, standards and regulations are lacking, and hydrogen is used as an energy management system. it has not been established and so on. at present, it does not have the conditions for large-scale promotion and application.
       therefore, fuel cell vehicles and pure electric vehicles have different technical characteristics and have their own suitable application scenarios. in the future, they should be complementary and coexistent, not a substitute relationship. with the further improvement of the hydrogen energy and fuel cell industry chain and breakthroughs in core key technologies, the hydrogen energy and fuel cell vehicle industry will definitely release huge potential. in the future, fuel cell vehicles will gradually become an important part of china's new energy vehicle industry with its unique technical characteristics and clean environmental protection characteristics.
       (to be continued)