But among the 529,000 units sold, self-owned brands (traditional brands of new energy vehicles + new car-making forces) accounted for about 85%, while Tesla + joint venture + imported brands only accounted for about 15%.
Obviously, at least in China, new energy vehicles have the final say in domestic independent brands.
This is completely different from the era of traditional fuel vehicles. And why this happens, the reason is very simple, that is, in the field of new energy vehicles, China holds all the core technologies and holds all the cards. Under such circumstances, it is strange that domestic new energy vehicles do not rise.
New energy vehicles have three core technologies, namely, three power (battery, motor , electronic control), intelligent cockpit, and automatic driving.
Let’s talk about the three-electricity technology first. How strong is the battery technology in China? The batteries of CATL and BYD are world-renowned. Even Tesla and other manufacturers have to find Chinese manufacturers to buy batteries. As for motors and electronic controls, they are all self-developed in China, so there is no need to import them, and they are not afraid of being stuck.
As for the smart cockpit, there are two core technologies, one is the chip and the other is the system.
In terms of smart cockpit chips, although there are currently no domestic manufacturers that can compete with Qualcomm, there are Huawei Kirin chips, Geely's self-developed smart cockpit chips, and other manufacturers are also developing chips, and we have this one ourselves.
In terms of system, is Huawei's Hongmeng system good? And BYD has BYD OS, and other manufacturers have their own OS, so don't worry about this one.
Finally, let’s talk about autonomous driving. In terms of autonomous driving, whether it is based on lidar technology or vision-based technology, China is at the leading level in the world.
So speaking, China really has mastered all the core technologies of new energy vehicles. As for non-core technologies, there is no need to worry at home. China is the country with the most robust industrial system in the world and a complete supply chain.
Of course, in terms of automotive chips, there is still a gap in China, and a large number of automotive chips need to be purchased, but it is undeniable that new energy vehicles are basically no longer stuck, and we have all the trump cards.