[YesAuto New Energy] Super broadcast, available every week. The first quarter of 2020 is about to pass. The temperature change skips from winter to spring. Some people hold back at home for too long. When they go out, they find that the temperature is almost 30°C. But what is worrying is that in many parts of the north. The indoor heating has not stopped. This week, the “Statement of the Global Climate in 2019” was released. 2019 is the second hottest year since global temperature records. The United Nations even emphasized that 2020 will be the most critical year for mankind to respond to climate change.
We also screened out two interesting topics this week. One is that Volkswagen and BMW Group respectively released financial reports. While looking back at the past, they also put forward new ideas for new energy products with low carbon emissions in the future. In addition, Geely has recently started to deploy low-Earth orbit satellites and has attracted attention. Is it “not doing business properly” or “other attempts”? Let's talk about “Super Broadcast” this week.
Recently, the Taizhou Geely Satellite Project was officially launched. At the kick-off meeting, Geely Group stated that it had strategically invested in space technology company Shikong Daoyu in 2018. At present, the first two low-orbit satellites independently designed and completed by Shikong Daoyu have passed various qualification tests and tests, and the launch is expected to be completed in 2020. This news has puzzled many car fans, whether Geely is “not doing business properly” to set foot in new fields, or is there any connection between satellite technology and automobile development? So our first topic this week is to talk about the relationship between the Near-Earth Satellite Information System and the car.
On March 9, Beijing time, China successfully launched the 54th Beidou navigation satellite using the Long March IIIB carrier rocket at the Xichang Satellite Launch Center. This makes the global network of Beidou-3 satellite navigation system only the last step, and the last satellite will be launched in May this year.
For satellite networking, it is sufficient to have a global system in theory many years ago. Prior to this, the United States had successfully built a GPS network and served the world. However, with the rapid growth of the global Internet of Things, the Internet of Vehicles, and other related networking technologies, the coverage of satellite networking services controlled by the United States will inevitably be divided by profit (resource seizure), especially for large-scale 5G applications. China's own satellite network (satellite chain) has become particularly critical, and the Beidou system is one of the current strategic cores.
In recent years, the United States has also stepped up and promoted the layout of the near-Earth satellite network chain, especially cultivating the participation of private enterprises. The purpose is to achieve satellite chain coverage in low earth orbit, thereby providing 5G or higher-level Internet service coverage in the future. . Internet access via satellite is not new. Traditional satellite companies have adopted this method to connect remote areas without optical fiber connections. However, because of the high cost, it is more targeted at corporate customers.
Tesla CEO Elon Musk’s other company, SpaceX, is currently the world’s largest private rocket launch and satellite company. For the construction of low-Earth orbit satellite systems, this company will intensively launch low-orbit satellites (Starlink) this year. , And finally completed the establishment of the Starlink system. At present, it has begun to provide high-speed Internet services to North America. If the Starlink project is successful, this will bring changes to the global Internet landscape. Of course, the commercial value of it is self-evident.
Traditional satellite Internet is very expensive and has a long delay. This is because traditional satellites are far away from the earth, they are in the earth's geostationary orbit (36,000 kilometers), too long distance increases the total delay of the network. For low-Earth orbit satellites, that is, 180-2000 kilometers above the surface of the earth, near-Earth satellite communications will reduce transmission delay, so the speed is 20 times faster than traditional satellites. The increase in speed will greatly help the transmission of Internet data and cloud storage, and the Internet of Vehicles is one of the important application links.
Low-Earth orbit resources are limited. To put it bluntly, it is to avoid too many satellites “fighting with each other”. Therefore, seizing low-Earth orbit resources has become another key point besides technological iteration. SpaceX has already applied for another 30,000 on the basis of 12,000 low-orbit satellites, and the total planned number has become 42,000. With the addition of more than 4,000 applied by OneWeb and Amazon, the total number is stuck at 50,000. This means that the space left for late-developing countries is getting narrower and smaller, and orbital resources will become an important threshold.
Private enterprises currently play an important role in the world. SpaceX is already a typical case in terms of low-cost operations, technological innovation and commercialization. Therefore, it has become critical for China to increase the promotion of private commercial satellite enterprises. The Geely satellite project can be regarded as a step in China's promotion of private commercial satellites.
Building a satellite chain is also crucial for advancing the development of current Internet of Vehicles technology, which is another incentive for Geely to invest in this field. The advantages of low-orbit satellites in communications can effectively improve navigation accuracy. Geely officials also stated that by deploying low-orbit satellites, it will be able to provide systematic positioning services for high-level intelligent driving in the future, thereby building advantages in the field of intelligent driving.
At present, global car companies also have different degrees of investment in satellite technology. For example, although Toyota and BMW have not been involved in the specific satellite business, they have begun to apply the technological achievements brought by satellites in the Internet of Vehicles function. Toyota is about to make a breakthrough in the mapping of road infrastructure for autonomous driving. At present, the brand's autonomous driving software development company TRI-AD has successfully completed the proof of concept after producing high-definition maps from commercial satellites.
Super broadcast review
What is the most important thing in the 21st century, except for talents, it is the Internet. As technology demands higher and higher network bandwidth, coverage, and accuracy, it is inevitable to explore more advanced technical means. A few years ago, many people did not understand SpaceX's heavy investment in satellites and rockets. Today, 5G services and autonomous driving are already in sight. It is not difficult for people to realize that they have invested in low-orbit satellite communications. significance. Therefore, China's satellite chain coverage is obviously a top priority, especially the investment of private enterprises will accelerate the progress. Of course, when it will bear fruit may be more of our ordinary people's concern. And this year, at least we should pay attention to whether Geely’s two satellites can go to the sky smoothly.
Break down the financial reports of various companies: to develop new energy, but whether it can be achieved depends on China
Last week, the Volkswagen Group press conference and the BMW Group press conference were held as scheduled. The amount of information is huge but the conclusion is clear: We are going to start to do new energy, and whether we can continue to make money depends on whether you can buy it.
In fact, we have always wanted to talk about this topic in depth, that is, in the new energy era, whether we will continue to trust the value of traditional luxury brands. Especially for European brands, the recognition of them by Chinese consumers almost determines the “life and death” of future brands.
BMW: 2020 new energy year, the last carnival of fuel vehicles
Trusted by the new BMW 3 Series and several new flagship fuel vehicles (X7 and 8 Series), the BMW Group's sales and revenue reached a new high in 2019. In 2019, BMW launched 25 new and modified models in the Chinese market. In 2020, the number of new products launched in China will drop to 17, and new energy products will be the focus of this year. In the era of fuel vehicles, China has been the largest consumer market of the BMW Group for eight consecutive years. Will the Chinese consumers still buy BMW, which regards 2020 as the “year of brand new energy”?
At the financial report meeting, BMW once again updated its new energy strategy, planning to increase sales of 500,000 new energy products in the next two years, and achieve the layout of 25 new energy models by 2023 (more than half will be Pure electric vehicles), realized two years earlier than the original plan.
For the “weakening of fuel vehicles”, BMW has made many determinations and regards the Chinese market as an important chess piece to promote new energy. In the past year, BMW Brilliance's Shenyang production base has undergone a comprehensive technological upgrade and expansion, and built the world's first automotive production base using 5G technology; the BMW Group and Great Wall's cooperation with the beam car will also promote the production and export of the domestic version of MINI.
The importance of the Chinese market to the BMW Group is self-evident. But at present, in terms of the action of new energy products, BMW is the most sluggish among the three European giants. Although the Audi e-tron and Mercedes-Benz EQC have not splashed too much in China, in the luxury pure electric vehicle market where there is not much space, whether it is the iX3 or the domestic pure electric MINI, they will face challenges. Behind BMW's financial report, it is revealed that more trust in the Chinese market is needed.
Volkswagen: Thanks to Chinese “old irons”, they have already eaten 40% of our sales
Of course, the importance of the Chinese market to the Volkswagen Group does not need to be said. Volkswagen also sincerely thanked the Chinese consumers and the Chinese team at the Group’s annual meeting this week. But in fact, in 2019, the Volkswagen Group experienced the first decline in history in the Chinese market, but even so, the Chinese market still increased the proportion of deliveries within the group. There is a surprising data behind this: Volkswagen Group in 2019 40% of annual sales come from China.
Volkswagen also talked about the cooling problem in the Chinese market. The technological trend has changed and new energy products have become more and more important. However, in fact, Volkswagen currently does not have a real volume of pure electric products in the country (PHEV products Tiguan new energy sales are not bad ). In 2019, JAC Volkswagen-Sihao E20X was launched, but it is not ideal from the perspective of sales data. The three pure electric products of Lavida Pure Electric, Bora Pure Electric and Golf Pure Electric, which are developed based on the fuel vehicle platform, are also mediocre because of their insufficient cruising range.
However, in the global market, several high-end pure electric products that the Volkswagen Group has launched have already had a substantial voice in the field of new energy. The domestic Porsche Taycan, which starts at 1.148 million yuan, has received 15,000 car purchase contracts worldwide. Audi e-tron has sold more than 32,000 vehicles since 2018. This data will form a direct competition with Tesla. On the road of new energy development, although entry-level products are advancing slowly, on the whole, Volkswagen Group also wants the outside world to realize in the field of new energy: your uncle is still your uncle.
At the press conference, Volkswagen Group also confided “bitterness.” Affected by the epidemic, Volkswagen has successively closed factories in severely affected countries such as Spain and Italy. From next week, the Volkswagen Group will continue to close factories in other parts of Europe. With the closure of the aforementioned factories, the Volkswagen Group's electrification offensive was also forced to be suspended. It is understood that the production of Volkswagen ID.3 has been suspended. This will further delay the advancement of Volkswagen's entry-level pure electric products. You must know that Volkswagen ID.3 will be the next important “life-saving” product for its brand.
Super broadcast comment:
The Chinese market is not only of great significance to European luxury brands. While rapidly advancing the new energy industry, all auto companies undergoing electrification transformation all regard China as the most important market, or even none of them. For both the BMW Group and the Volkswagen Group, the future brand “Life Extension” products are undoubtedly betting on pure electric vehicles. This year's domestic production of BMW iX3 and the introduction of the Volkswagen ID series will definitely bring a strong smell of gunpowder. As for our ordinary consumers, whether they can transfer their trust in traditional fuel vehicles to these new products will be the key to whether they can break the siege.