From the perspective of the global competitive environment, China's new energy vehicles have a first-mover advantage. In recent years, independent brands have been paying more and more attention to forward research and development.So the question is, what are the world's leading technologies of China brands? Today, let's talk about it.
Today, China's new energy vehicles battery, motor, electronic control - "EIC system" technology has been in the global lead. Among them, the biggest competitive advantage is the battery, the current global power battery sales of the top ten companies, more than half from China. Chinese power battery companies in the global market share of more than 60%, ranking first. In the first half of the year, the cumulative domestic power battery production of 293.6GWh, up 36.8% year-on-year; cumulative sales of 256.5GWh, up 17.5% year-on-year, the cumulative volume of 152.1GWh, up 38.1% year-on-year. At present, the scale of China's power battery exports, half a year also more than 50GWh, China has become the leader of the global power battery industry, the market size for six consecutive years ahead of the world. China's power battery industry in the world, with cost and scale advantages. In terms of motors, the China automotive industry chain also has advantages. As reported by the media, in the past 10 years, the total number of patent applications for motors and electric drives for new energy vehicles in China has reached the first place in the world.
As an important part of intelligentization, the intelligent cockpit has gradually become a mobile "third space", which is now the position of differentiated competition among car companies and a key element for young consumers to buy a car. For national brands, the intelligent cockpit is basically a standard feature on new energy cars. The voice recognition rate is high, and the clarity and smoothness of the display is getting higher and higher, and the corresponding user experience is getting better and better. The reason behind, in fact, is closely related to the Internet industry.
China's Internet is well developed, gathering a lot of automotive software development talents from all over the world, and there are also a lot of perfect application ecosystems (AutoNavi, NetEase Cloud Music, Himalaya FM, Jitterbug, etc.). Like Germany, Japan and other traditional automotive powerhouses, but there is no handful of Internet companies, want to organize a global top car software development team, obviously unrealistic.
In the field of autonomous driving technology, China is also in the leading position in the world.
At present, in the domestic auto market, the penetration rate of L1 and L2 assisted driving continues to increase, and L2 active safety and driving functions are gradually becoming standard in China new energy cars, while L3-L5 intelligent driving is in the early stage of commercialization. Of course, Tesla's FSD automatic driver assistance system is recognized as a leading system in the industry. The system no longer relies on traditional high-precision maps and navigation data, but relies entirely on the on-board camera and neural network to identify the road and traffic conditions, and make the appropriate decisions, and its technical content is mainly in the algorithm and integrated circuit.The domestic manufacturers, basically, have adopted a multi-sensor fusion program, mostly equipped with LiDAR. Such a program, the algorithm requirements are lower, but the test of data fusion is relatively large, LiDAR can also play a role in security redundancy.
In summary, we can see that the Chinese brand in the new energy vehicle, intelligent, network technology does have a certain leading edge, and in the parts industry chain has gradually established its own supplier system, with "core" competitiveness.
However, the domestic new energy industry has not really matured, traditional car companies have transformed, increase R & D investment is also actively involved in the new energy wave.
