Everyone must have a consensus: the development of technology will never rise in a straight line, but in a tortuous spiral.Especially products like new energy, which are driven by policies, are doing a lot of work quickly.

　　Although every new energy vehicle company wants to save the life of fuel vehicles as soon as possible, it is undeniable that after so many years of new energy development, the penetration rate has made strides towards 50%, but it is still inseparable from the fuel tank.

　　Sales trends are the most telling.

　　According to the statistics of insurance volume in 2023, pure tram sales increased by 24.4% year-on-year to 4.94 million units, with a market share of 22.8%; plug-in hybrid models sold 1.74 million units, a year-on-year increase of 65.8%, with a market share of 8%; increased-range electric vehicles sold 627,000 units, a year-on-year increase of 174%, gaining 2.9% market share.The sales growth rate of new energy vehicles with “fuel tanks” far exceeds that of new energy vehicles without “fuel tanks”.

　　The fact is that the market sales of pure trams are getting closer and closer to a phased bottleneck, especially in the middle and high-end markets. This trend is becoming more and more obvious.

　　According to the "2024 China Automotive Consumer Insight Report" released by McKinsey, a well-known consulting company, the proportion of all respondents who continue to consider buying new energy sources for the next car has declined, while 22% of pure electric vehicle owners said they will no longer consider new energy vehicles for the next one.

　　After pioneer users completed the “early adopters” of pure trams, most pragmatic consumers finally began to realize that the battery life and energy replenishment of pure trams are still a problem that cannot be completely solved.This is the root cause of the soaring “regret rate” of owners of pure electric vehicles.On the contrary, although they are both new energy vehicles, plug-in hybrid and extended-range vehicles with a fuel tank on their backs are considered to be a more pragmatic and more universal choice at this stage, so the proportion of purchases considered continues to increase.

　　This logic is reasonable. A fuel tank, whether it is only used as a “power bank” or for direct engine drive, can fundamentally solve the user's battery life and energy replenishment anxiety.Bring the fuel tank, so you can just leave.

　　The fuel tank can save the lives of new energy vehicle companies.

　　Those who adhere to pure circuit lines, such as NIO and Xiaopeng, cannot be said to be in jeopardy, whether it is sales performance or profitability, but they are still in dire straits.

　　But the brands that take the hybrid route with the fuel tank are different.Naturally, there is no need to say more about the top brands such as Ideal and Wenjie.Ideal will sell nearly 380,000 vehicles in 2023, with a profit of more than 10 billion yuan; Under the strong comeback of the new M7, Winjie has achieved a 27% year-on-year increase in sales throughout the year.They all rely on hybrid (range extension).

　　Several brands in the second and third camps are also relying on the fuel tank to achieve a counterattack.Zero run insisted on pure circuit lines in the early days, and decisively invested in the range-increasing technology route in 2023. Not only did it achieve a positive annual gross profit margin for the first time, but the gross profit margin even surpassed that of NIO and Xiaopeng.When Lantu and Dark Blue were just launched, they were not optimistic for a while and were considered to be on the verge of failure, but last year Lantu sold more than 50,000 units, an increase of 160% year-on-year; dark Blue sold a total of 137,000 units, a year-on-year increase of 390%.

　　Even BYD, which sells 3 million new energy vehicles a year, has always walked on “two legs”, and its pure electric and plug-in hybrid sales have basically maintained a 1:1 ratio.If you want to give up the fuel tank now, it is better than BYD would not do so.

　　The role of the fuel tank is still increasing.

　　Major manufacturers have seen the growth trend of hybrid, and if they want to push hybrid technology to a new level, they still can't do without fuel tanks.

　　Recently, BYD has just announced that it will soon launch the fifth-generation DM-i dual-mode hybrid system.The fuel consumption of this system for 100 kilometers is only 2.9L, and the range at full fuel and full power is close to 2,000 kilometers.Subsequently, Geely also announced that the Thor electric hybrid platform will soon launch a new generation of plug-in hybrid power system. The thermal efficiency of the engine will exceed 46%, and the maximum battery life will exceed 2000km at full power and full oil, and the fuel consumption for 100 kilometers will be as low as the 2L range.

　　We all know that the thermal efficiency of internal combustion engines has basically been squeezed to the limit, relying on a series of high-tech blessings to achieve a slight increase, and considering the weight factor, the battery capacity of hybrid electric vehicles cannot be increased indefinitely. .In order to support a battery life of more than 2,000 kilometers, it is very possible to increase the fuel tank while upgrading the three-electric technology.

　　Before the solid-state batteries were mass-produced, the fuel tank that new energy vehicles wanted to get rid of might have to be used for a long time.(Wen/Youshi Auto Old Cannon)