2021 is about to pass. This year, the penetration rates of new energy passenger cars and L2 smart passenger cars have crossed the 20% mark in some months, indicating that new energy vehicles and smart cars have entered the stage of mass application.
　　 In the context of the popularization of smart electric vehicles, on December 18th, the 2022 Teleview Conference hosted by "Electric Vehicle Observer" and "Cyber Auto" was held online. The theme of this conference was set as "Trend·Scene·Case". 15 guests discussed the 10 major trends of smart electric vehicles, the development status of 8 fields, and 6 case companies shared first-line practices.
 
　　 10 trends in smart electric vehicles
　　 In the first part of the conference, Qiu Kaijun, the founder and editor-in-chief of "Electric Vehicle Observer", summarized the 10 major trends of smart electric vehicles.
　　 Smart electric vehicles have entered the stage of popularization. He used specific data and cases to illustrate that electric vehicles have become a new favorite of the trendy crowd, a car for young people in small towns, and a convenient and economical travel tool for middle-aged and elderly women.
　　 Intelligent driving landing. Qiu Kaijun believes that autonomous driving has ushered in the first year of commercialization, and companies are beginning to look for scenarios to land. And the more high-end models are pursuing high-end autonomous driving functions.
　　 New marketing of smart electric vehicles. In Qiu Kaijun's view, direct sales have become an important trend in the marketing of smart electric vehicles. In addition, circle marketing has also become an important way to influence consumers to buy cars.
　　 Supply chain expansion and upgrade. The rapid development of smart electric vehicles has brought crazy demands in the industry chain. Similar to this is the chip. Downstream companies' participation in the supply chain has become an important way to hedge costs and seek supply security.
　　 In terms of global collaboration. Qiu Kaijun believes that there is no contradiction between autonomy and controllability and globalization. Autonomy and controllability is certainly good, but excessive pursuit of autonomy and controllability may also increase costs or damage competitiveness.
　　 Infrastructure enters the second half. Unlike the rapid growth in sales of new energy vehicles, public charging facilities have only slightly increased, and business models are still being explored. The problem of community expansion caused by private charging piles is still serious. The contradiction between charging demand and power supply has become increasingly prominent.
　　 Capital sought after. In Qiu Kaijun's view, the influx of a large amount of funds in the new energy industry chain is also a relatively lucrative industry in the secondary market. The big investment opportunity for smart cars has just begun.
　　 Cross-industry technology integration and innovation. Qiu Kaijun believes that the current automotive cross-industry integration has just begun. Qiu Kaijun proposed that making good use of cross-industry innovative technologies is also the core competitiveness point of future smart electric vehicle companies.
　　 Double carbon is forced. In Qiu Kaijun's view, "dual carbon" means policy dividends. In the competition between traditional car companies and electric car companies, the policy dividend has made the balance of victory continue to favor electric vehicles.
　　 Intelligent enterprise organization. Qiu Kaijun believes that auto companies are transforming to the R&D, production, sales, and service of smart electric vehicles, and their talent structure and management methods are also facing tremendous changes. What an enterprise needs to do is no longer to manage, but to empower employees and let them release their creativity to the greatest extent.
 
　　 8 guests share industry thoughts
       In the field of smart electric popularization, the data given by Li Jinyong, chairman of the New Energy Automobile Branch of the Automobile Chamber of Commerce of the All-China Federation of Industry and Commerce, and the chairman of the founder of Zhonghai Electric show that users are willing to pay, and 40% of consumers are willing to pay for the fully autonomous driving function. Half of consumers are willing to pay for OTA upgrades. Li Jinyong said that the downward trend in the price of autonomous driving is already clear, which has laid the foundation for its downward popularization.
　　 In the field of intelligent driving, Roland Berger partner Yuan Wenbo pointed out that Chinese consumers' preference for Robotaxi is much higher than that of some traditional developed countries like the United States or the United Kingdom. China has a good market environment for the development of autonomous driving. In the next five years, China's autonomous driving penetration rate will rapidly increase, and high-level autonomous driving will achieve mass production. In the field of autonomous driving, China has a trend of local Tier 1 suppliers replacing overseas suppliers. Chinese companies are beginning to look for landing scenarios to promote commercialization.
       In terms of the new marketing of smart electric vehicles, Zhou Lijun, president and chief analyst of Bitauto Research Institute, believes that based on the characteristics of demographic structure and economic development, Chinese users are showing four major characteristics: The user level is showing the trend of new four modernizations (middle-aged). Oriented, feminized, single, and aging); product diversification (home, mobility, play, sports, intelligence); three-dimensional channels (4S stores, business district stores, experience stores, community stores, and car delivery stores); marketing Refinement (digitalization, intelligence, focus on experience, scenes, etc.).
　　 The supply chain expansion and upgrading section, Zhu Yulong, the founder of "Auto Electronic Design", brought him to think about the industrial chain. He believes that the development of smart electric vehicles is bringing a series of changes to the industry chain: it will not only promote the increase in the penetration rate of batteries, chips, fast charging and high-power semiconductors, but will also bring about differences in power battery business models and changes in electronic and electrical architecture. And computing power chips will become the next core bottleneck.
　　In the second half of the infrastructure sector, Huang Shan, the co-founder of "Electric Vehicle Observer", believes that public charging is still not profitable. The reason for not making money is the imbalance between supply and demand and the mismatch of time and space. At the same time, energy companies represented by BP and Sinopec, OEMs represented by new forces, and local funds have entered, and the market knockout is accelerating.
　　 In the field of capital, Cui Yan, chief analyst of the auto industry at West China Securities, analyzed several major changes in the market value of auto companies. First of all, 10 years ago, Toyota, which had a market value of more than 100 billion U.S. dollars, has been replaced by Tesla, which has a market value of trillions. Among Chinese companies, the progress of new powers and private car companies in the field of electrification and intelligence should not be underestimated, and they continue to promote Self-owned brands develop upward. Cui Yan believes that within 5 years, no industry will achieve such a high growth like new energy vehicles, and within 10 years, it will still be a growth industry. "The next 10 years should be the golden 10 years for investment in the entire industrial chain of smart electric vehicles."
　　 In the "dual-carbon" sector, Liu Bin, chief expert of the China Automotive Technology Research Center and deputy director of the China Automotive Strategy and Policy Research Center, believes that, in accordance with the dual-carbon goal, the automotive industry must achieve its peak carbon emissions around 2030. Liu Bin put forward a point of view, to control products, tax incentives for buyers to reduce carbon, forcing auto companies to reduce emissions. In addition, he also mentioned ways to reduce carbon and emissions by increasing the cost of using fuel vehicles and recycling.
　　 In the area of intelligent organization management, Hu Saixiong, the winner of Huawei's "Blue Blood Top Ten" award, puts forward the view that without an intelligent organization, a smart car is impossible. The top-down management and control of traditional enterprises makes it difficult for high-level executives to create scarce things. At the same time, they cannot quickly perceive the market, and they will gradually lose touch with the market. Hu Saixiong believes that it is necessary to adapt to the development of smart electric vehicles, through open source, distributed management, and flexible end-of-end flexible organizations, through learning to reduce personal mistakes, and ultimately adapt to handling complex business, rather than control the organization itself.
 
　　 6 major cases show landing experience
　　 Nezha Automobile is one of the representative enterprises of civilian smart electric vehicles. Zhou Jiang, president of Nezha Trading Company, believes that what is really lacking in the mass market of smart electric vehicles is whether car companies can provide users with affordable and smart products. Nezha put forward the concept of "Science and Technology Equality", so that the boss's last name can be bought and trusted. In Zhou Jiang's view, smart electric vehicles are a track without an end, and there is no way to make a conclusive conclusion. There is no way to predict the extent to which technology will develop in the future.
　　 Hongjing Zhijia is a representative enterprise of intelligent driving and falling floor. Liu Feilong, founder and CEO of Hongjing Zhijia, introduced their source of competitiveness. Liu Feilong said that the rapid development of Hongjing Zhijia has benefited from the creation of a system factory, which optimizes the design of software and hardware. Reduce hardware costs by optimizing software, develop efficient tool chains, and create synergistic advantages in addition to software and hardware. Through the shared software architecture and the use of technical scalability, we can create an upgradeable product for customers, which meets the one-stop needs of users.
　　 In the field of supply chain, the representative company invited by the conference is Honeycomb Energy. Yang Hongxin, Chairman and CEO of Honeycomb Energy, believes that the development of China’s new energy vehicles has encountered a historical opportunity that is rare in a century. In order to deploy production capacity, it is necessary to complete the construction of production capacity, product iteration and supply chain creation at the fastest speed. Therefore, they proposed the "Leader 600" strategy to seize the opportunity to become a leading, global company in the industry.
　　 In the second half of the infrastructure, the conference invited Zhida Technology. Zhiming Huang, chairman of Zhida Technology, believes that to promote the construction of private charging piles in the community, it is still necessary to find a business model that can achieve a win-win situation for investors, operators, properties, and users. In addition, Zhida Technology has also set its sights on rural areas, and solar energy + charging also has broad space.
　　 In the capital pursuit sector, the conference invited BAIC Industrial Investment. Jia Guanghong, deputy general manager of BAIC Industrial Investment, described their investment practices in the field of smart electric vehicles. BAIC Industrial Investment will not pay special attention to short-term valuations, but deduced it in accordance with the development logic of the industry. In the early stage of the industry's development, BAIC Industrial Investment, half of the investment related to "electricity", the field of battery motor electronic control, support some of these companies to complete the listing. Later, in terms of intelligent network connection, starting from the system, investing in companies such as sensors and controllers, and even incubating by themselves, now 14 companies in the investment companies have been listed.
　　In the "dual carbon" sector, the conference invited Envision Group to come and share. Qiu Lin, chief scientist of zero-carbon products of Envision Technology Group, believes that in order to reduce carbon emissions, companies must first find out their family status and conduct carbon accounting for the company itself; secondly, specify carbon reduction targets; and the third step is to implement energy-saving and emission-reduction programs and specific measures. Generally, it is to improve energy efficiency and reduce carbon emissions across the entire value chain, market-oriented purchase of green power, purchase of green power certificates, etc.; the fourth step is to formulate a negative emission plan, such as afforestation; and ultimately achieve the goal of carbon neutrality. In the field of electric vehicle manufacturing, green manufacturing needs to be considered first, and car factories use energy-saving and carbon-reducing methods; the second is to produce more electric vehicles; the third is to use green and use green electricity to reduce emissions.