The guangzhou auto show at the end of the year is the best stage for car companies to display new models and technologies for the next year.New energy car also experienced from the corner of the collection, to occupy each booth C counter attack.The new energy market supported by the policy has made great strides forward after nearly six years of rapid development, including technology, market and industrial chain.However, since the subsidies for new energy vehicles were withdrawn on June 26, the sales of new energy vehicles have seen a "fourth consecutive decline" and the decline is getting steeper.

    In the face of the coming 2020, domestic pure electric vehicles will not only face the era of refunds and subsidies, but also directly talk to many imported and joint-venture brand new energy models.According to statistics, the global brands of the first 38 cars, multinational companies first 10 cars;30 concept cars, including 17 international brands and 13 domestic brands;The total number of vehicles on display is 1050.A total of 182 new-energy vehicles were exhibited by domestic and foreign exhibitors, 70 of which were exhibited by foreign enterprises.

• Domestic model advantage geometry

•     Once upon a time, overtaking on corners was almost the common slogan of new energy car companies.At that time, domestic policy not only vigorously supported new energy models, but also tried to guide and cultivate the terminal market.New energy models, especially pure electric models, have entered a period of rapid self-development without foreign competition pressure.

   The national policy subsidizes the development of new energy industry, but every year the new energy subsidy policy will subtly guide the direction of automobile enterprises' research and development.For example, the early battery life guidance, battery density guidance, comprehensive power consumption guidance, the policy will guide the car companies in the right direction through subsidies, research and development, accumulative new energy model technology.

   Up to now, including the mainstream byd, baic, saic, geely, chang 'an and other brands, and even some new force brands, have the corresponding integrated, standardized, miniaturized technology reserve in the field of electric drive system.More lightweight, more efficient drive system, can significantly reduce the vehicle comprehensive power consumption, and improve the range.At the same time, the benefits of integration and standardization are not limited to this, the main reduction of integration is precious metal materials, can significantly reduce the cost of integrated manufacturing.

  Automobile companies have accumulated their own experience in battery pack design, assembly and r&d, and battery industry chain is also developing rapidly and integrating.With the development of the industrial chain, battery technology is rising and the comprehensive cost is decreasing.The more advantageous battery supplier can provide not only single battery but also the whole battery solution.Byd, which has battery and vehicle technology of its own, had earlier reached a strategic partnership agreement with changan automobile, and now, during the guangzhou auto show, the new models of changan automobile begin to match the power batteries provided by byd.

 Who is the biggest impact on the inherent market

On the guangzhou auto show, many imported brands and joint-venture brands have appeared or listed new models in succession. What models can impact the original domestic market?

  The new energy market is not the same as the fuel car market. The existing domestic new energy market is mainly concentrated in the entry-level, compact and medium-sized market, and the terminal price range of the mainstream market is basically around 50,000 to 200,000 yuan.The main market share is concentrated in the entry or compact market, middle and high-end market and above, basically in the blank.If high-end models enter the market, not many domestic brands will suffer.

  Therefore, in the domestic new energy market, the most feared models are not mercedes-benz EQC, audi e-tron and lutz Evija, but joint venture models like Volkswagen ID., Chevrolet changlu and kia K3 that hit the price range of 100,000 to 200,000 yuan.Taking Volkswagen ID. Family models as an example, currently including saic Volkswagen and faw-volkswagen, the new MEB platform factory can form a relatively complete production capacity around 2020.

  Including MEB platform technology advantage, brand advantage, domestic price advantage, Volkswagen ID. Family model has a strong competitive advantage in the terminal market, and its locked market scope and price range are likely to impact the inherent market pattern.Chevrolet cruise on the same platform as buick microblue is also like this. Through the gradual testing of buick microblue, gm group has adjusted the vehicle status rapidly, mainly focusing on the capacity, management, safety and other aspects of power batteries, and the terminal price after the upgrade has not been significantly increased.

  Next year may be even tougher for the new car-building powers, sandwiching between their own upturns and foreign ones' downturns.

  In the view of "E che hui", the compact market that fuel market businesses must compete for is also the place where new energy models must compete, and will form a free-for-all situation of autonomy and joint venture.Different from the fuel market, this free-for-all independent brand in the right place at the right time, after six years of technical training, the independent brand has mastered the core three power technology, and has a certain point of excellence.In particular, some domestic brands with "technology cost reduction" can not only quickly make up their own market gap, but also control the comprehensive cost as far as possible in the face of future impact.Of course, many years of industry chain and market training, is one of the advantages of independent brands.