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High-speed electrification of the global automotive industry

The high-speed electrification of the global automobile industry has resulted in the elimination of fossil-fuel vehicles by automakers, and the transformation of spare parts manufacturers

A few days ago, General Motors, the largest US automaker, announced that it will only sell light-duty cars with zero carbon emissions after 2035, striving to achieve "carbon neutrality" by 2040. The company became the first large traditional car company in North America to announce that it will fully enter the electric vehicle industry. In recent months, as countries have successively announced "carbon neutrality" goals, the former high-energy, high-emission traditional auto companies have also started their transformation under heavy pressure.

Car companies have "abandoned" fuel vehicles

According to the plan released by General Motors, by 2025, the company will release a total of 30 electric vehicle models worldwide, accounting for about 40% of all models sold by the company in the United States. At the same time, in the next five years, GM’s investment in electric vehicles and autonomous driving is expected to reach US$27 billion, far exceeding the US$20 billion plan announced by the company in early 2020.

GM CEO Mary Barra said in a public statement: "GM will join the team to build a safer, greener and better world, and make a positive impact on the industry and the economy."

In fact, in recent times, it is not only General Motors that has set the ambitious "fuel abandonment" goal. In response to the 2050 "carbon neutral" target announced by the South Korean government last year, in January this year, South Korean car manufacturer Hyundai Motor announced that it would stop updating diesel internal combustion engine models, and gradually reduce its dependence on fossil energy internal combustion engines, and increase the use of electric vehicles. The intensity of the transformation of automobiles and fuel cell vehicles. According to the news released by the "Korea Times", Hyundai Motor stated that it will "still produce diesel cars for some time in the future, but will make certain improvements on the existing basis and phase out diesel internal combustion engines."

German car companies are also seeking transformation. According to business media Business Insider reports, Porsche has announced that it will stop selling some natural gas fueled vehicles. In addition, Japanese automaker Honda Motor said that it will promote pure electric passenger cars and fuel cell vehicles on a large scale. By 2030, these two new models will account for about 2/3 of the company's models.

In addition to announcing the phasing out of fuel vehicles, in the face of the global pressure to accelerate zero-carbon emissions, car companies are also increasing their emission reduction progress.

According to comprehensive foreign media reports, German automaker BMW announced that it will achieve a 1/3 reduction target by 2030, while major U.S. auto manufacturing companies Ford Motor and German Volkswagen announced that they will achieve the goal of "carbon neutrality" by 2050. Japan's Toyota Motor Corporation has announced that it will achieve a 90% carbon reduction target in 2050. In addition, at the end of January this year, the Swedish car manufacturer Volvo also established a "Volvo Energy" department to promote the company's electrification process. At the same time, the company also invested in battery recycling technology.

Transformation of the entire automotive industry chain

As traditional automakers accelerate their march into electrification, auto parts manufacturers have also taken the pace of transformation.

According to Reuters, Trémery, the world's largest diesel internal combustion engine production plant in France, is undergoing a comprehensive overhaul and upgrade, which will significantly increase the production capacity of automotive battery power systems. It is understood that in 2020, only about 10% of the company's car engines will be battery power systems, but this year the company plans to increase production to 180,000 units, and the production ratio will exceed 50%.

At the end of January this year, ZF Friedrichshafen, Germany's third-largest automotive industry parts supplier, also announced that it would stop manufacturing internal combustion engines and make full efforts to transform to electrical equipment manufacturing to increase the range of electric vehicles and battery conversion efficiency, and to invest all existing resources in new technologies. Under development.

The transformation of European car companies is particularly urgent

Reuters wrote that in the process of full electrification transformation, the performance of the European auto industry is particularly urgent. According to data released by the research institute JATO Dynamics, as of 2015, European diesel vehicle sales accounted for at least about 50% of global sales, much higher than North America and Asia, which also means that the European automotive industry is facing greater emissions reductions. pressure.

In this context, the number of new registrations for electric vehicles in Europe increased sharply last year. Statistics show that during the period from January to September 2020, while overall vehicle sales fell 29% year-on-year, the sales of pure electric vehicles and hybrid electric vehicles in Europe increased by 122% year-on-year.

Reuters quoted Laetitia Uzan, a representative of the French Trémery Automobile Union, as saying that 2021 will be a crucial year and the beginning of the true transformation of the global automotive industry to electrification.

German industry media CLEW quoted people in the European industry as saying that in the face of the more prosperous electric car market in Asia and North America, the European electric car market is still relatively weak, but European car companies are also accelerating the electrification process and strive to keep up with the international market. pace.

Article information source-China Energy News

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