[Foresight] This wave of electric car wave prospects geometry?

Recently, Tesla's share price broke through the $300 mark, giving the company a total market capitalization of $52.7 billion, which is higher than GM's market value of $49.6 billion, and became the first automaker in the US. This phenomenon not only makes Tesla happy, but also makes the world electric car industry very exciting and full of confidence in the future.

新能源车是不是未来世界的必然?

In the past 10 years, the investment and financing of the electric vehicle industry has been flat. From 2010 to 2012, the basic annual investment amount is about 800 million US dollars. Thanks to leading companies like Tesla, investment in the electric vehicle industry is picking up, even more popular than before. By 2016, the financing of the electric vehicle industry will reach nearly 2 billion US dollars, an increase of 100%.

Whether it is traditional car companies or Internet companies have vigorously developed pure electric vehicles , electric car startups have sprung up. At present, electric car companies have emerged in China more than 200. The more famous electric car brands led by Chinese investors include Faraday Future, Lucid Motors, Kama Motors and Weilai Automobile.

Is pure electric car the inevitable future world?

Looking back at the history of electric vehicles, it is not known that electric vehicles are one of the oldest cars in the world, more than half a century earlier than the emergence of internal combustion engines.

From the end of the 19th century to the beginning of the 20th century, compared with the internal combustion engine cars at that time, in addition to the slightly lower speed, electric vehicles have outstanding advantages in other aspects, such as no noise, engine vibration and unpleasant gasoline smell when the motor is working. In addition, the internal combustion engine car must be manually controlled to start, requiring the driver to shift gears during driving, while the high-torque output characteristics of the DC motor at low speeds eliminates the need for a complicated transmission system and is easy to operate.

With these advantages, electric vehicles have quickly entered people's lives and have appeared in various fields. Ancillary service facilities have also emerged - replacement batteries, "charging piles" for charging electric vehicles. The technological advancement made the electric car at that time one step ahead and was all the rage.

However, after the technical breakthrough of the fuel car, many problems have been solved one by one. In terms of electric vehicles, it has entered a development bottleneck, and there has been no significant improvement in reducing manufacturing costs and improving ease of use. In addition, the booming automobile market has spawned a developed road system, but electric vehicles cannot meet the long-distance travel that suits them.

It can be said that in the 1930s, fuel vehicles developed rapidly with low cost and emerging technologies. The declining electric vehicles were alone, and the fuel vehicles completed the Jedi counterattack. The internal combustion engine dominated the world and became popular all over the world.

By the end of the last century, under the policy drive, electric vehicles had a short-term recovery. In response to the government's call, in the 1980s and 1990s, Japanese and American car manufacturers produced a series of electric vehicles, such as Ford Ecostar, Ganger EV, Chrysler TEVan and Toyota RAV4EV, Honda EVPlus, etc. The most famous is General Motors. The company's EV1 electric car.

However, automakers and oil companies have tried their best to obstruct the development of electric vehicles for their own interests. Secondly, there is no breakthrough in the development of electric vehicle technology. The short cruising range and slow charging have not been fundamentally solved. The electric car passed through a brief flash of light during this time period and went silent.

The development of electric vehicles is so heavy, and today, Tesla's high-profile debut has made electric vehicles re-enter the vision of today's public. According to the US media motor1, Tesla's global sales of new cars reached 76,230 units throughout the year, and sales increased by 50.7% compared with 2015. Internet car manufacturers have also adopted electric vehicles as an entry point, and they have invested in building factories.

What is the future of this wave of electric cars?

Former 360 Vice President Shen Haijun joined an electric car startup project after leaving 360 in May 2015. His recent share, mentioned the technical obstacles in the development of electric vehicles, gave us a good inspiration.

The biggest obstacle that electric vehicle development has always faced is the manufacturing cost of electric vehicles. The cost of actually building a pure electric car is much higher than that of a fuel car. What are the main costs of pure electric vehicles? There is only one battery. The cost of a battery accounts for almost one-third or even 1/2 of the cost of an entire electric vehicle.

In the seven years from 2007 to 2014, the cost of manufacturing electric vehicle batteries in the United States dropped from $1,000 per kWh to $400. At this rate, battery costs are expected to drop to more than $100 in 2024. At that time, the era of universal electric vehicles in the world came to an end.

At the same time, under the increasingly stringent standards of the government, the cost of internal combustion engines for fuel vehicles is actually rising. Especially in a big city like Beijing, it took the lead to demand the implementation of the “National Five Standards”, which poses a huge challenge to the engine R&D and manufacturing costs of automakers.

In the past 100 years, the development of the automotive industry has focused on making engines more efficient and making car engines more efficient. This is where all car manufacturers have been playing PK for the past 100 years.

But today, electric cars don't need to work in this area, because as long as the motor power is large enough, it will be more efficient than any other gasoline car engine. It can make our car a super sports car in seconds. The advantage of new energy vehicles is to avoid the very complex industrial architecture of the original traditional cars and reach new heights.

Through the parameters of the two electric vehicles in the industry, it can be seen that the technology of electric vehicles is rapidly and iteratively developed.

The BYD e6400 is equipped with a 82kWh battery pack with a maximum cruising range of 400km. The BYD e6 motor has a total power of 90kW and a total motor torque of 450N·m.

The Tesla MODEL S product line is very long and the battery capacity ranges from 60 to 100 kWh. The entry-level MODEL S is equipped with a 60kWh lithium battery pack with a maximum cruising range of 400km and an acceleration of only 5.8s per 100km. The top model S P100D has a cruising range of 613km and the total power of the motor is adjusted to 568kW. Nearly a thousand cattle, this also makes this car the fastest-accelerating model in pure electric production cars, 2.7s can break through 100.

At the beginning, the fuel car relied on technical updates to catch up with electric vehicles. With the advancement of battery technology, electric vehicles will one day complete the counterattack and regain their lives. Coupled with the government's support and encouragement, the accelerated construction of charging, and the public's deepening of the concept of environmental protection, we have reason to believe that electric vehicles will no longer rush like the past.

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