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BP社拆解比亚迪海豹,轮到日系车抄中国电

海豹当前起售价也就18.98万元,拆解这款车的两本书售价却高达220万日元(约合人民币11.2万元)

电动汽车行业火起来后,几乎每隔一段时间网上就会传出一些与比亚迪有关的新闻,似乎有些树大招风。长城汽车实名投诉刚过去半个月,比亚迪海洋网车型海豹又曝出了被日本最大出版社、最大经济新闻集团BP社拆解并出书的消息。

最离谱的是,海豹当前起售价也就18.98万元,拆解这款车的两本书售价却高达220万日元(约合人民币11.2万元),将于9月15日正式发售。

(图源:网络)

从国内消费者的视角来看,日本和德国是汽车行业的扛把子,过去国内车企依靠性价比取得了一定的份额,但依然有许多消费者为了耐用性和品牌购买日系车。为何到了2023年,日本反而要拆解国产电动车?

电动车时代,日系车真的落后了

早在20世纪70年代,日本就开启了电动汽车技术研发,1997年,日本丰田汽车推出了全球首款量产混动轿车普锐斯,搭载THS混动系统。8年后,丰田汽车宣布,混动汽车销量已达50万辆,12年后,丰田混动汽车总销量达到了170万辆。

在电动汽车领域,日系车走在了前面,探索出了一些道路,却倒在电动汽车黎明前夕。关于日系车为什么突然转向氢能源技术,主要有两种说法,第一种是氢能源更环保,锂电池废弃后有可能造成环境污染,氢气燃烧后则只会生成水,而水又可以电解出氢气。

(图源:丰田汽车)

第二种说法则是日本缺少锂矿资源,日本国土面积狭小,各种矿产资源都非常缺乏,但发展电动汽车势必需要大量锂矿资源。日本若研发电动汽车,就需要大量进口锂矿,成本可能会有些高。

日本氢能源汽车的研发项目于1981年启动,并不比电动汽车晚多少,掌握了大量技术专利,综合考虑自身情况,才会选择氢能源技术。氢能源不是没有成为主流方向的机会,只是日系车企做出了一个错误的决定。

想让大众接受氢能源汽车,并且推动氢能源汽车的技术发展,首先就要把市场做大,吸引其他车企加入。但日企不愿意这么做,他们只想独吞蛋糕,于是中国、美国、欧洲各国就不愿意跟日本一起玩了,干脆自己研发电动汽车。电动汽车巨头之一的特斯拉,就曾在2014年开放大量专利技术,目的就是吸引其他车企加入,迅速将电动汽车市场做大。

(图源:特斯拉)

尽管现阶段电动汽车存在许多问题,例如续航焦虑难以解决、容易受温度影响、撞击后电池存在爆燃可能性等,但与氢能源汽车相比,电动汽车有一个非常关键的优势,那就是成本。

氢分子太小,很容易进入其他分子的间隙,导致金属材料变形损坏。因此,氢气的运输、保存需要昂贵的材料,基础成本太高。方正证券研究所计算得出,一个加氢站的成本大概是加油站的三倍以上。2023年第一季度,美国氢能源汽车销量为725辆,也说明这种产品并未得到消费者认可。

当日系车企转头加码电动汽车时,却发现电动汽车市场已不再是当年他们熟悉的那番景象,走错方向多年,掉头后想要追上汽车企业,并不是容易的事。

(图源:丰田汽车)

近期七国峰会在日本广岛举行,丰田汽车作为日本的头部企业自然也前往参加,果不其然,日本首席科学家吉尔·普拉特又发表了一番抵制电动汽车的高论。总结一下,此人大概有三个意思,第一,电动汽车发展太快,丰田跟不上;第二,全世界都应该给丰田燃油车清库存的时间;第三,大家应该等丰田的氢能源车。

丰田汽车已多次公开反对电动汽车,虽然说了许多理由,但其实就一句话,丰田跟不上其他车企的步伐。毕竟,丰田自己财报都披露了,2022年新能源汽车总销量才2.45万辆,别说长安、吉利了,蔚来、理想、小鹏、哪吒、问界这些造车新势力,哪个不是吊打丰田?

比亚迪会是日系车的指路明灯?

丰田是全球汽车销量冠军,但在电动汽车领域却出现了明显的落后,既然落后了,就要向强者学习,电动汽车领域主要有两大王者——比亚迪与特斯拉。

比亚迪早就看中了日本市场,但进军日本后取得的成绩并不理想,整个2022年才卖出了31辆车,今年情况好一些,第一季度总销量252辆。不过日系车企却跟比亚迪很熟,一是因为比亚迪是全球五大动力电池企业之一,二是丰田与比亚迪本身就有合作,旗下的bZ4X搭载比亚迪的三电系统。

(图源:一汽丰田)

2022年比亚迪取得了全球新能源汽车销量冠军,其中海豹则是比亚迪中高端车型的代表,虽然销量不如王朝系列的汉,但偏向年轻化的海豹5月依然卖出了8079辆。更关键的是,比亚迪三电均为自研技术,完全有资格被日本车企学习模仿。

事实上,这并不是BP社首次拆车,之前该机构还拆解过大众ID系列、特斯拉Model S/3等车型。此次拆解海豹,研究后推出书籍,也是对比亚迪电动汽车技术实力的肯定,认为比亚迪的产品值得日系车企学习。

BP社的拆解书内容非常细致,将动力、机壳、车身、内饰、电子设备、电控等多个组成部分皆进行了全面解读,甚至就连后视镜、胎压都能单独分出小章节讲解。看到日本人的“工匠精神”,小通(ID:dianchetong233)要送给BP社拆解人员“拆车仙人”的称号。

从拆解到出书,势必要请许多专业人士进行分析解读,再加上这种书籍主要面向车企高层,销量肯定不会太多,全套11.2万元的价格并不算太贵。

BP社拆解比亚迪海豹,是对比亚迪及国内电动汽车发展的肯定,联想到燃油车时代国内车企的落后,常年关注汽车行业的网友可能会有一些感慨。当初国产车只能依靠性价比苦苦支撑,今天却发展到了日系车需要向国产车学习的地步。

(图源:比亚迪)

遥想中国汽车行业起步初期,因自身技术实力不足,不得不引进海外车企与国内车企联合成立合资企业,向对方学习技术。如今国产车成功实现了弯道超车,电动汽车技术已经有资格成为日系车企的老师。

何小鹏、雷军、余承东等业内大佬曾表示,未来头部车企不会太多。其实从现在行业发展状况就能看到,电动汽车份额还没有追平燃油车,就到了大鱼吃小鱼的阶段,新能源汽车时代的行业巨头大概率会少于燃油车。

如果不能及时做出改变,哪怕是盛极一时的行业巨头,也有可能被消费者抛弃。同为全球汽车巨头的大众,都及时转型,2022年新能源汽车销量已超过30万辆,遥遥领先丰田。

攻守之势逆转,日系车的辉煌要结束了?

日系车两大王者丰田、本田全球销量极高,尤其是丰田,已蝉联三年全球销冠,而且2022年还创造了销量新高。那么,在电动汽车时代,日系车会被市场抛弃吗?

答案是几乎不可能!尽管日系车走了许多歪路,在新能源技术层面落后,甚至可能不如一些造车新势力,但日系车庞大的体量注定他们不会轻易倒下。技术研发最关键的一点就是要舍得砸钱,日系车恰好非常有钱,而造车新势力最大的问题就是没钱,除了理想基本都处于亏损状态,一旦一步走错,就可能万劫不复。

新能源汽车行业发展到现在,已有大量造车新势力倒下,其中许多被收购,如威马、绿驰等。在接下来的竞争中,大概率还会有造车新势力撑不下去,丰田就可以适时出手,收购一些造车新势力,补充自己的技术实力。

(图源:威马汽车)

当然,最重要的还是日系车企自己的态度,若坚持己见,不愿意投身电动汽车,而是继续研发氢能源汽车,那么不管现在多么辉煌,未来都有可能倒下。

今年4月,丰田汽车新任社长佐藤恒治在媒体交流会上承认,电动汽车研发非常失败,计划在2030年之前投入1万亿日元(约合人民币510亿元)研发电动汽车技术。5月的 2023财年的决算说明会上,丰田汽车表示未来三年将推出十款电动汽车,目标2026年新能源汽车销量达到150万辆。

看来,丰田是嘴硬与电动汽车研发两手抓。比亚迪、长安、吉利、理想等国内车企虽然有所领先,但绝不能掉以轻心,只有坚持技术研发,才能始终保持新能源汽车技术与销量的领先。

封面图源:比亚迪汽车