On September 1-3, 2023, the 19th China International Forum on Automobile Industry Development (TEDA) with the theme of "High Quality and New Future" was held in Tianjin Binhai New Area. On September 3rd, Deng Chenghao, CEO of Deep Blue Automotive Technology Co., Ltd., gave a speech entitled "Building a world-class electric vehicle brand and helping the high-quality development of new energy vehicles" during the electrification sub-forum with the theme of "Prospects for the penetration rate of new energy vehicles in 2030".
   Deng Chenghao, CEO of Shenlan Automobile Technology Co., Ltd.
    In his speech, Deng Chenghao first analyzed the development of the industry. He said that the new energy automobile industry is developing rapidly, and the process from policy-driven to market-driven reflects the strong endogenous driving force of the whole new energy market:
    First, demand is driven. It is driven by the demand from the user. According to a data of Deep Blue Auto, 70% of new car buyers in the market segment where Deep Blue is located will pay attention to electric vehicles. This shows to some extent that trams have become an important choice for most mainstream consumers, so the rise of consumer demand is the core key to the development of new energy.
    Second, competition-driven. In the past two years, the automobile market has been fiercely competitive, which is reflected in three aspects. The first is the dispute between oil and electricity. Oil trucks and trams have formed two competitive forces. The second is the dispute between independence and joint venture. The proportion of independent and joint ventures is around 50%: 50%, and there is also a very fierce competition behind the sawing. The third is the competition between traditional cars and the new forces of making cars. The scale competition and elimination competition are intertwined, and the product competitiveness will be significantly improved behind the interweaving.
    Third, technology-driven. From the perspective of the automobile industry, this round of technological progress is very remarkable, industrial technology is deeply integrated, and the boundary of innovation is actually vague. Innovation in the process of integration finally leads to many new user experiences in the intelligent electrification track.
    Based on the above analysis, Deng Chenghao believes that the rapid growth in the new energy track faces several major opportunities and challenges.
    In terms of opportunities, the first is the long-term coexistence of new technology routes. In the past two years, the growth rate of the whole PHEV and REEV is very fast, which actually drives the rapid growth of this round of new energy and is the main force. In the long run, PHEV and REV as a whole will obviously promote the development of new energy industry. The second is the mainstream market in the mid-range. In the past, everyone said that the middle is small and the two ends are big, but it has actually been reversed. It is predicted that the growth rate of the entire mid-range market will be even larger by 2023. The third is overseas market. It is predicted that the number of new energy vehicles going to sea in China will increase rapidly in the next few years, so overseas is a big blue ocean market. These are the new engines for the next round of rapid growth of the new energy industry.
    In terms of challenges, the first one is the challenge of electrification transformation. In battery technology, everyone is very concerned about what the next generation of batteries will look like. In fact, on the consumer side, everyone’s concern about battery technology is related to battery efficiency, safety and cost. Whether solid-state batteries and semi-solid-state batteries are the long-term technical routes in the future is still unclear, so there is a strong uncertainty about whether batteries can quickly usher in a new round of technological breakthroughs. The second is that the deep integration of intelligent driving and electrification has become a trend, but there are still some constraints in intelligent driving, and its large-scale popularization still faces many challenges, which may reduce the momentum of a new round of growth.
    Later, Deng Chenghao shared the practice of Deep Blue Automobile. He said that since the establishment of Deep Blue Automobile in 2022, it has been based on solving the pain points of electrification and intelligence, and promoting smart travel in the whole scene with electric equal rights and smart equal rights. At present, there are two kinds of products, SL03 and S7, but next year will usher in a product year, and then four products will be launched quickly, making up six product lines. The future goal is to exceed 1 million vehicles in five years, including the global layout. The long-term goal is to achieve the scale of 1.5 million vehicles, which can support the electrification transformation of Changan Automobile.
    In terms of electric equal rights, Deep Blue Automobile will focus on "super extended range" and "super fast charging", and create a super extended range technology in terms of extended range, and realize the user’s full-scene travel experience through super fast charging technology in the field of pure electricity.
    Super range extension is based on the two technical supports of "Force Electric" and "non-ignition battery" to ensure the rapid development of range extension technology. At present, the range extension occupies a major share in the sales of deep blue products.
    Ultra-fast charging is a technical tip to build ultra-fast charging around pure electricity. Now 2.2C has been fully popularized, 4C is being developed, and 6C is being explored. The challenge here mainly comes from the construction of infrastructure, for which Deep Blue Automobile has done a lot of research. In fact, 2.2C is still the most adaptable in the whole infrastructure. Now, talking about 4C, 5C and 6C is that the enterprise is building its own fast charging network, but the development of the industry has a division of labor, so it is unrealistic for the main engine factory to build charging piles from the long-term development of the industry. "So in the long run, we hope to quickly spread from 2.2C to 4C in the whole infrastructure. I predict that there will be many 4C products in China in 2025." Deng Chenghao said.
    In terms of intelligent equality, Deep Blue Automobile will focus on intelligent driving and promote the popularization of intelligent driving. The so-called popularity of intelligent driving is to make significant breakthroughs in many aspects, which can enable ordinary consumers to enjoy a safer driving experience brought by high-level intelligent driving. It is expected that this year, a strategic plan related to Deep Blue Intelligence will be released, and a deep blue digital evolution body will be built in the smart cockpit.
    In marketing, Deep Blue Auto has made many innovations and changes. Through the planning of thousands of points, the commitment of "service+"and the recruitment plan of global creators, Deep Blue Auto has built a user-centered service ecological network and become a brand that grows together with users and coexists with users.
    In his speech, Deng Chenghao put forward the development goals and prospects. "At present, we hope that the Deep Blue Automobile Stability Station will sell 15,000 to 20,000 units last month through two products, Deep Blue S7 and Deep Blue SL03, and then we will launch a series of products on the station next year with a product scale of 30,000, 40,000 or even 50,000, so as to realize the rapid development of deep blue automobiles with high quality step by step."