400,000 cars a year!After buying back to disassemble, let the Japanese feel the crisis

2022-06-13 0 By

In 2021, the annual sales volume exceeded 420,000 units, with an average monthly sales volume of 35,300 units. This is the report card of Wuling Hongguang MINI EV last year.The monthly sales of a single model exceeds 400,000 units, which are pure electric minicars. Such a performance not only shocked the Chinese people, but also forced us to learn modestly from our neighbor Japan, because the lowest price of 28,800 yuan is impossible even in Japan, a country that is good at manufacturing K Cars.At a low price, SAIC-GM-Wuling said the model was profitable without subsidies and could be profitable!This completely aroused the curiosity of the Japanese industry. For this reason, Japan Energy Efficiency Association specially imported a Wuling Honglight MINI EV (high edition 38,800) and exhibited it in Japan. After the exhibition, Professor Yamamoto And others from Nagoya University disassembled it and calculated its cost structure.There is no market vacuum in Japan for the disassembled mini-electric car that has caused the crisis in Japan. Toyota’s C+ POD is the counterpart, but it costs 1.7 million yen (RMB 90,000).The Wuling Hongguang MINI EV, by contrast, costs a third of the price of Toyota, which has made Japan’s insightful people feel the crisis.Let’s directly look at the disassembly result first. From the cost calculated after disassembly, the cost of this Wuling Hongguang MINI EV with a high configuration of 38,800 yuan is about 26,900 yuan, that is to say, the profit of this car is about 11,800 yuan. Although this is only a rough calculation, it is still low enough.Of course, there are also reports that the profit margin of Wuling Hongguang MINI EV may be between 2-3%. Although the profit margin of single vehicle is not large, it is profitable enough by scale effect.The profit margins of tesla, NIO and Xiaopeng are far greater than those of such small and micro electric vehicles. The potential gross profit margin of Tesla Model 3 is about 30%, while that of NiO’s models is over 20%.Small and micro electric vehicles and mid – to high-end electric vehicles are two parallel lines, each with different crowd positioning and sales strategies, from the perspective of God, each has its own way of life.Back to the disassembly, in terms of configuration, Wuling Hongguang MINI EV is low enough. The low price of the 2020 model is 28,800 yuan, and the high price is 38,800 yuan. In addition to the larger battery capacity, the high model also has more full LCD instruments and manual air conditioning.In addition, in addition to the national requirements for standard tire pressure monitoring, safety configuration is even the airbag are eliminated.As for the rest, it comes standard with rear radar, driving mode switching, uphill assistance, aluminum wheels, adjustable headlights, and not much else to talk about.It can be said that SAIC-GM-Wuling tries its best to reduce costs through less allocation.”As a mobility scooter, it has few configurations but still has enough comfort in the actual driving experience”, this is the evaluation given by the Japanese professor after the test drive.Except configuration sheet on the less visible with professor mountain true righteousness also found in the process of dismantling the configuration table invisible decrease with, such as common in ordinary pure electric vehicles regenerative brake and water-cooling device wuling macro light MINIEV is omitted, the two pieces of low matching vehicle cost reduction is played a crucial role.Regenerative brake refers to the system that converts the rotating force of the wheel into electricity and stores it in the vehicle battery when decelerating, which is also the energy recovery system as we understand it in the conventional sense.A key component to realize the energy recovery function is the inverter, which is a device that converts DC current to AC or ac to DC, and its control needs to use IGBT chips or silicon carbide semiconductor switch modules, by removing the regenerative brake, which simplifies the electronic parts.In addition, during the dismantling process, the Japanese professor also found that the motor of Wuling Hongguang MINI EV adopts air cooling instead of liquid cooling. There is no cooling cycle system, which greatly simplifies the motor structure and the attached structural cost and research and development cost.The motor has no liquid cooling cycle, not to mention the battery. The battery of Wuling Hongguang MINI EV also has no liquid cooling temperature control.Therefore, in this disassembly meeting, they also came to the conclusion that since its motor and battery are not cooled by liquid, the life of the built-in power semiconductor and other electronic parts in the inverter is shortened due to the influence of heat. Therefore, Wuling Hongguang MINI EV sets the life of the inverter as running for 8 years and 120,000 kilometers.It is not durable, which means that it has many faults. For its own situation, Wuling Hongguang MINI EV adopts the design of replacing the whole module, which is easy to repair to make up for the weakness.Another discovery of dismantling is that the parts of Wuling Hongguang MINI EV completely use existing products.For example, bearings, a key part of the torque reducer that drives the motor, are made with a generic Korean product that meets the performance requirements.Electronic components such as inverters and chargers use semiconductors made by well-known European and American companies such as Texas Instruments of the United States and Infineon Technologies of Germany.It’s important to note that none of these are durable in-car chips, but instead use semiconductors used in home appliances.What makes The Japanese feel the crisis is that there is not a single Japanese-made part in the whole car. In terms of pure electric car parts, lithium-ion batteries, which are the most expensive power source, are monopolized by Chinese companies such as Ningde Times.The driving motor was also supplied by two Chinese companies, including Ningbo Shuanglin Auto Parts.In the semiconductor sector, products made by European and American companies are widely used, and capacitors used by Chinese companies including Aihua Group as parts for general electronics are confirmed not to contain Japanese parts.In other words, Japanese companies have completely failed to seize new business opportunities in the electric car industry.Carbon neutrality, another big part of wuling Hongguang MINI EV’s profit, has been the mainstream topic in recent years. Therefore, as a big emitter, cars are also subject to strict restrictions. The double integral policy is issued to encourage car companies to produce more energy-saving or new energy vehicles.”Double points”, including average fuel consumption points (CAFC points) and new energy points (NEV points) two points, the positive new energy points can offset the negative fuel consumption points.From the data of 2020, of the 117 automobile enterprises disclosed by the Ministry of Industry and Information Technology, there are 43 automobile enterprises in 2020 fuel consumption integral is positive, there are 71 automobile enterprises fuel consumption integral is negative, and there are 3 automobile enterprises fuel consumption integral is zero.Among them,The top five auto companies with surplus points are Tesla (CAFC 800,000, NEV 860,000), BYD (CAFC 950,000, NEV 750,000), SAIC-GM-Wuling (CAFC 490,000, NEV 440,000), BaiC (CAFC 280,000, NEV 320,000) and GAC Passenger Car (CAFC 280,000, NEV 320,000)200,000, NEV 310,000).Some people are happy and some are sad. Wuling hongguang MINI EV, which used to have negative points, successfully passed the test. With the sales volume of 400,000 vehicles, wuling Hongguang MINI EV can get more points.According to the revised new energy vehicle score calculation method, the current two endurance versions of Wuling Hongguang MINI EV can get 0.8704 points and 1.1616 points respectively.According to the current price of 1 point /3000 yuan, saIC-GM-Wuling’s income through the double point policy will exceed 1.2 billion yuan.How long is the spring of micro electric vehicle? The development of electric vehicle changes with each day. Whether Wuling Hongguang MINI EV can maintain the annual sales of 400,000 cars is not predictable, but it is certain that it can reduce dimension to hit low speed electric vehicle.I still remember that in 2015, kangdi Panda K11 ranked first in the sales of new energy vehicles, with a subsidized price of 58,800 yuan.In 2021, wuling Hongguang MINI EV is the top seller of new energy vehicles. No matter how policies change in 6 years, the market demand for small and micro electric vehicles has been huge.Under the innovation of new energy technology, the cost of small and micro electric vehicles produced by regular manufacturers has also dropped significantly, which is equivalent to the low-speed electric vehicles of shanzhai manufacturers, forming a blow to their dimension reduction.And combined with the Ministry of Industry and Information Technology issued “pure Electric Passenger Vehicles Technical conditions” opinion draft also included low-speed electric vehicle manufacturing specifications requirements, so the regular army market also ushered in the spring.Don’t underestimate the market of low-speed electric vehicles. According to relevant reports, the sales volume of low-speed electric vehicles in China was about 200,000 in 2013, nearly 400,000 in 2014, nearly 700,000 in 2015, and nearly 1.4 million in 2018 at the peak.In the end, WE have to admit that SAIC-GM-Wuling has chosen the right track in the electric vehicle market, and entered the micro-electric vehicle market with regular army. The annual sales volume of 400,000 units also shows its strength.In the opponent’s apart, of course, we also found many problems, for example, in order to reduce the price wuling MINI macro light EV using a lot of common parts, the right, as long as in line with the performance, but the airbag, body stable electronic auxiliary distribution of electronic security system make people can’t understand, after all it is a tool vehicle speed can reach 100 km/h,Can not blindly seek low prices.Like other Domestic car companies, Wuling Hongguang MINI EV still relies on European and American manufacturers for chip parts. However, wuling Hongguang MINI EV uses semiconductors for home appliances rather than durable dedicated chips for cars.It may be necessary to make a compromise on cost, and SAIC-GM-Wuling also needs to make its design easy to maintain and replace, but the shorter life may lead to the early scrapping of a large number of vehicles in a few years, resulting in a waste of resources.Although the Japanese are shocked, we still have to do better.