enter 2020, despite the impact of the epidemic, but found the pace of the joint venture brand in the field of new energy vehicles to speed up the layout of the obvious. The year 2019, some of the new joint venture brand new energy models finally listed, Volkswagen, Hyundai, Renault and Toyota all have released their new brand new energy vehicles, including the Toyota brand to be present inside the brand new energy joint venture largest brand models listed . But interestingly, Guangzhou Toyota and FAW Toyota, both in setting and cut the electric drive vehicle platform technology, which “south and the north,” the difference between Toyota’s two joint venture companies in China is still very large.
new energy network intelligence analysis from Guangzhou Toyota and FAW Toyota, in China’s new energy market development trend, set models, state of the art, multi-judged, can maximize the reduction Toyota, as well as Japanese automakers in globalization, new energy irreversible environmental development, the opportunities, challenges based on geo-political deeper level and in the form of the kernel.
1, Guangzhou Toyota’s new energy vehicle layout:
Toyota is the brand of the world’s first mass production hybrid car, from the earliest Prius to the current Ralink, Corolla dual engine all is pretty good hybrid cars, energy-saving effect, so the Toyota brand in the field of new energy automotive layout will be mainly focused on plug-in hybrid car, Toyota Camry side a share of new energy vehicles is Ralink dual engine E +. Although the Camry also has hybrid dual-engine models, but may be subject to restrictions of market share, Toyota brand currently not running new energy vehicles in the B-class car market, which led to the current market segment has been dominated by Volkswagen Passat PHEV models.
but interestingly, due to the Guangzhou Automobile Group deep roots layout in the new energy vehicle market, let Guangzhou Automobile new energy brand of new energy vehicles on the market have a good performance, therefore, Guangzhou Toyota new energy vehicle technology by relying on Guangzhou automobile Research Institute, the two brands had close cooperation. Last year, Guangzhou Automobile New Energy Aion S annual sales of more than 30,000 units in a market that only lower level than pure electric car segment in the Beijing auto sales EU5, in this case, Toyota Camry to meet the sister model by creating Aion S Toyota brand “Double Points “new energy vehicle integration under the policy to obtain.
The sister model called the Toyota Camry iA5, based Guangzhou Automobile Chi Chuan developed” prototype “to build from, but iA5 still wearing Guangzhou Automobile new energy logo, but the manufacturing side iA5 but it is carried out in Guangzhou Toyota plant, so iA5 in place some of the details of the (assembly precision, driving noise, etc.) or reflect the Guangzhou Toyota due quality control advantage, but both advantages and disadvantages, compared to iA5 Guangzhou Toyota, Guangzhou Automobile new energy Aion S price a little expensive, and the configuration is relatively low, iA5 the whole system are not equipped with AEB emergency braking and advanced driver assistance systems.
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while Guangzhou Automobile Toyota and Guangzhou Automobile new energy co-production with a new energy SUV models, this Guangzhou Toyota iX4 is Guangzhou Auto’s sister model GS4, make up the Toyota Camry car to a certain extent in the case of pure electric SUV segment missing, while Guangzhou Automobile Chi Chuan GS4 PHEV models sister model to the Guangzhou Automobile Mitsubishi brand.
objectively speaking, Guangzhou Toyota in new markets, development of energy, the more rely on Is a powerful product force its own brand end of the Guangzhou Automobile Group in the PHEV models, by Ralink E + single head surface; On EV models, then copying the Guangzhou Automobile Chi Chuan Aion S (even no more car standard and appearance of the identifying characteristics of the modified portion ). single and without channels rely on from Guangzhou Toyota and Guangzhou Automobile Chi Chuan simultaneous production of several million price difference for iA5 and Aion S sales of view, inadequate Toyota Camry initiative on new energy development, product strength relative Camry and other fuel models product weak. and Wei Landa FAW Toyota RAV4 HEV HEV models of the same platform, the same can not enjoy subsidies for China’s new energy policy and, not hanging EV or PHEV exclusive license.
2, FAW Toyota’s new energy car layout:
in 2020, compared to the Toyota Camry there is abundant layout of new energy vehicles, FAW Toyota Corolla basically only rely on PHEV version (dual engine E +) hard to survive due. FAW Group’s own research and development of new energy automobile production strength is weak, so FAW Toyota did not like the Toyota Camry and joint venture production in China as the brand-depth cooperation.
However, FAW Toyota RAV4 introduced a whole new generation of fuel version at the same time, will carry HEV version of “E-Four” electric four-wheel drive technology, and Avalon HEV version for sale, to further enhance the product from power FAW Toyota brand.
However, FAW Toyota production stage nationwide can enjoy the new energy vehicles policy and subsidies (delayed to 2020) models, only the Corolla PHEV version (double Qing E +), there is no money even 1 EV models in the sale.
compared to the Guangzhou Automobile Chi Chuan (New Energy) ahead of the layout and development, FAW Group apparently powerless in the field of new energy vehicles. October 2018, FAW and 16 domestic banks signed a cooperation agreement, the bank will provide a total of 1 trillion of credit for the FAW, FAW for future development. Today, the FAW Group, a subsidiary of the many local brands and joint venture brands, only red flag introduced a PHEV models, FAW-Volkswagen, introduced the life of 270 km EV models. FAW Toyota, FAW Mazda is still no real action production EV models. FAW Group has launched all-round cooperation with the worship Teng, Jun Bo and the new Principal repairer new forces.
Objectively speaking, FAW Toyota in the development of new markets in energy, still based on Toyota technology to launch mass production HEV models, and models EV and PHEV models of the product line in an empty state. Guangzhou Automobile and Toyota rely on different height Guangzhou Automobile Group’s own brands, FAW Group’s own lack of investment in new energy field, so that FAW Toyota’s new energy models, models can not have a country to enjoy the new energy vehicles policy and subsidies (to delay at this stage 2020).
3, Toyota and BYD cooperation:
As the domestic “double points” policy is about to fall, new energy vehicle development based and FAW and Guangzhou Automobile Cooperation launched the Toyota brand in China carried out. However, in June 2019 after Toyota announced a battery supply and the development of cooperation with BYD, bilateral cooperation steadily. In April 2020, Toyota BYD Electric Vehicle Technology Co., Ltd. officially announced.
Toyota and BYD joint venture, Both funded 50 percentage, chairman of the board chaired by Senior Deputy General Manager of Toyota perform R & D Center (China) macro still shore, is held by the general manager Bing-roots BYD, the two sides six directors and two supervisors each half. This architecture also means equal rights equal status of the two sides, based on the accumulation of BYD in the new energy sector should not be underestimated. The joint venture will be officially opened in May, the two joint venture companies set up after Toyota BYD BYD and Daimler is a joint venture company.
a number of pieces of information from the look of sustained release, Toyota and BYD joint venture will produce new energy vehicles, battery power is provided by BYD. As for electricity procurement, development of vehicle platforms and other more detailed information drive system is not clear.
Objectively speaking, Toyota confirmed that BYD joint venture set up in April 2020, the first model in 2025 before mass production. In fact, Toyota-based high-density lithium battery and fast charging technology is not the lack of technology accumulation, but not as the main development direction is large, rapid, in actual end-market applications. The HEV technology and energy-efficient vehicles, and by seawater hydrogen fuel cell technology and vehicle, fit the national strategy for Japan. So whether Toyota or Honda, the main direction of development of new energy technologies are HEV technology. The world’s largest new energy markets – China, HEV technology and fuel cell technology, as the roadmap is not the main push hampered. Therefore, Toyota and BYD carried out around lower costs increase the competitiveness of products and many models of EV technology cooperation.
Read extension:
in the next nearly three years of the “window period”, FAW Toyota and Guangqi Toyota possibility of mass production more fitting market EV and PHEV models, it seems that Toyota did not care . Original 2014 –2020 years, China’s new energy industry will continue to weaken support policy, the amount of subsidies slope back to zero. Joint venture brands in this opportunity, more freedom into the development of China’s new energy market, as long as the “double points” can be. The energy-saving and new energy technologies mature models, Toyota is the most strength.
Of course, once the election was seen as “Dharma Alex Sword” in many depot head, but also because many Chinese automakers through a variety of techniques to circumvent efforts and means to get rid of the “double points” to bring deterrent. Similarly, the joint venture brands also made good use reasonable means, has not been “double points” constraints.
Why, then, the US General Motors, Volkswagen, Mercedes-Benz and the French PSA, knowing that after 2020, China’s new energy market from the previous “policy-oriented” into “market-driven”, also jumped into the R & D investment profit is not proportional to the output of new energy markets?
The reason is simple, the development of globalization today, the Chinese market is not only driven by the development of new energy development of China’s new energy industry chain, but also to change the situation and development of vehicle technology to the global scale.
and GM in new energy technology roadmap, market dominance, expand the “life and death wound” Toyota nearly 50 years, in 2020 staged behind the United States. Shanghai GM, SAIC integration of the strongest new energy technologies and vehicle resources, mass production from 2016 in line with China’s standard license can be suspended and hybrid electric vehicles and license Velite Cadillac CT6 PHEV.
with the 2016 Year – 2020, Toyota’s FAW Toyota and Guangqi Toyota, backed by the Prius HEV technology PHEV technology upgrades dual engine E + Series models. However, the HEV and PHEV technology is completely different technical route, although the Corolla and localization Ralink E + from the original nickel-hydrogen battery to replace the lithium battery. But at a lower cost of EV models, still not introduced Toyota power battery and electric drive technology for localization. Instead, Guangzhou Toyota directly Guangzhou Automobile Chi Chuan iA5 were not introduced for the subject, higher than the prototype cars Aion S tens of thousands of state sales.
and then expand the scope from Japan’s Toyota, Honda, Mitsubishi, Nissan and Mazda 5 brands, eight joint ventures in China, the introduction of new energy vehicles, are in a very awkward state.
or Toyota HEV production based on its own technology, production of energy-saving models, or the introduction of EV and PHEV models offered by China. Which, EV and PHEV models only in the Chinese market, HEV vehicle behind Toyota technology is not synchronized in Japan, Europe and America models.
Honda with its own technology and technical advantages from China’s Guangzhou Automobile, in 2019 – 2020 fully launched in line with China standard EV and PHEV models, the Accord PHEV models and ideas VE-1 type EV models. Relative terms Toyota, Honda in China accounted for HEV, EV and PHEV models three blocks, and some models of the technical content synchronized with the Japanese and European markets models.
Mitsubishi Toyota and Honda in the application of technology and PHEV vehicle, which Outlander PHEV models already in series production worldwide for nearly 10 years. The latest models equipped with electric four-wheel drive Pajero Pajero PHEV models will succeed, “73-style” light trucks, to enter the Japanese army, navy and military police force is equipped with the system after the completion of the test. However, the Outlander PHEV does not mass production by the Guangzhou Automobile Mitsubishi, choosing instead to Guangzhou Automobile Chi Chuan GS4 PHEV, carried out for standard sales.
Nissan EV technology and vehicle applications beyond Toyota, Honda and Mitsubishi, which the Leaf EV series models total sales in Japan and European markets up to 40 million units ( As of March 2019). In the Chinese market, Nissan the first choice in the form of cooperation with Dongfeng Motor, the localization in Kai Chen brand and mass production of the first generation of Leaf sales life of 170 km stage. Then back to the Dongfeng Nissan brand changed its name to Landmark Plaza EV, the Leaf reservations generation of electric drive technology, installed passive air-cooling battery system provided Ningde era, mass production and sales of retrofit is different from the second generation hear the wind.
Mazda in EV and PHEV technology development and production aspects of the vehicle, severely lagging behind Toyota, Honda, Mitsubishi and Nissan. Earlier in 2016, the Japanese auto engineers, Mazda Chong Chi blue sky technology people see the father Mitsuo fire to the electric car again, “if calculated according to the current power generation, (in terms of CO2 emissions) electric vehicles make little sense . ” 2019 Mazda president Wan Ming said this, production in 2020 in cooperation with Changan launch of EV models in China. Previously, Mazda announced in 2020, in the United States and Europe and other places to launch self-developed EV car, while China-market models such as the United States and Europe differ. In April 2020,Changan Mazda no mass production or use of free sources of technology in the Chinese market EV models and PHEV models.
I have something to say:
Integrated Toyota, Honda, Mitsubishi, Nissan and Mazda, in Japan, Europe, America and China markets, take different new energy vehicle research and development, manufacturing and sales strategy, the Japanese brands are still in the accumulation and vehicle production EV and PHEV technology aspects, weaker than the local brands and US brands.
In the final analysis, or Japanese brands in Japan based on national strategic level “reduce reliance on overseas imports of new energy technology roadmap petrochemical resources and chemical raw materials” from. Significant energy saving effect of HEV technology, fuel cell technology to rid itself of fossil resources become consistent with national security and the development direction of large-format energy can promote Japan.
while China and Japan completely different national systems of national security situation, foreign policy, reserves and resources, industrial status, making the EV and PHEV become China pushing and replace the fuel vehicle technology roadmap and full development. This is the fundamental cause of new energy vehicles from Japanese production in Japan, Europe and America do not meet the actual needs of the Chinese market.
From 2014, China that is fully announced to the new energy industry development direction in 2020, rules, techniques and goals, Japanese, the US Department of Ashkenazi, law depot can be easily learned from public sources . However, based on a variety of factors, in addition to the US Department of GM, other automakers did not quickly follow up, research and development and production standards in line with China’s EV and PHEV models.
In my previous book “Depth:” “internal strife Guangzhou Automobile of the” clash between the brothers a pointed, belong to a group of Guangzhou Toyota and Guangzhou Automobile Chi Chuan, in their channel sales post a few million EV cars at the same time and based on different performance appraisal and promotions, the situation caused by competing prices down, to see the performance of business policy between manufacturers and distributors cause, but in reality is the entire Japanese automakers Toyota and China’s new energy market anticipation and development of determination the ability to lead.
To be continued, later it will be the geopolitical and ideological differences between China and Japan in 2020, integrated judged Toyota’s new global energy development knee deep judged.
Text / New Energy Intelligence Analysis Network millet super amp; Song Nan