2024.0411

Number of words in this article:1222, reading time is about 2 minutes

introduction：800V、NOA开始下放至大众消费市场。

** Author| ** First Finance Wei Wen

Xiaopeng G6 once again announced the price adjustment, and the 800V electrical architecture, intelligent driving assistance system and other configurations of the entry threshold down to 180000 yuan. On April 11, Xiaopeng launched the G6580 long-range Plus model, with a starting price of 179900 yuan. This is the third price adjustment since the launch of the Xiaopeng G6, which starts at 209900 yuan. At the end of 2023, the price of the car has been reduced by 10,000 yuan, and the starting price has dropped to 199900 yuan. In addition to the starting price down to 179900 yuan, other G6 models have a price reduction of about 20, 000 yuan. After the adjustment of the overall price range, the Xiaopeng G6 will pull down the threshold of 800V electrical architecture and pilotage assistance system to 180000 yuan. Xiaopeng said that the Xiaopeng G6 is based on the shake-off architecture, which uses a global 800V silicon carbide platform and has the ability to pilot the driving system, thanks to the advantage of a platform-based structure and the continued cost reduction of the supply chain. Xiaopeng can continue to reduce car costs for users and devolve advanced technology to the mass consumer market. After this price reduction, Xiaopeng G6 becomes the first global 800V product under 200000 yuan on the market and equipped with NOA function. Since 2023, 800V electrical architecture and intelligent driving system have entered the stage of large-scale mass production and loading, but due to cost, product positioning and other factors, few products are equipped with the above technologies in the market of 100000 ~ 200000 yuan. Starting from 2024, a number of car companies have launched smart electric vehicle products with a starting price of about 200000 yuan, but most of the entry-level models of the above products still use 400V electrical architecture, and NOA products have not become standard. On the other hand, users' demand for 800V and smart driving continues to rise. With the promotion of car companies and the benefits brought to users by the technology itself, configuration such as 800V and NOA has been paid more and more attention by ordinary users. In the eyes of some consumers, 800V and NOA configuration has become an important standard to measure whether the intelligent electric vehicle technology is advanced or not. According to the research report of Guotai Junan, the 800V high voltage platform is the mainstream means to improve the fast charging speed of trams, reduce energy consumption and reduce battery life anxiety. at present, the price of listed models has gradually dropped to less than 300000, and 800V models are expected to further infiltrate into medium and low-end models in the future. At present, the mainstream 800V architecture is divided into three schemes: global 800V architecture, new 400V-800V DCDC boost and 400V power battery series-parallel connection. Among them, the latter two are transitional schemes, and the global 800V architecture is the real "800V", which has the advantages of higher energy conversion and lighter weight. According to data from the Global Automotive Research Institute, more than 70 per cent of models equipped with NOA system are currently concentrated in the price range of 300000 yuan. "2024 McKinsey China Consumer Insight" also shows that in recent years, Chinese consumers' interest in self-driving functions in different scenarios has increased compared with last year, but their willingness to pay has declined. Prior to this, he Xiaopeng, chairman of Xiaopeng Automobile, has said publicly many times that he wants to knock down the price of high-end smart cars and extend them to mainstream models with lower prices. As Xiaopeng devolved 800V and NOA systems to the 180000 yuan market, Cui Ye, the management of the planning department of a new energy vehicle company, told reporters that in the Chinese car market with internal price and technology, the entry threshold for the above technologies is expected to continue to lower and enter the era of rapid popularization. "at present, China's car market is in the stage of 'zero-sum game'. Once there are car companies reducing prices and increasing distribution, other car companies need to follow up quickly in a short period of time. The price of 800V and NOA products continues to decline, which poses a great challenge to the cost control ability, systematic ability, lean production and so on. " Cui Ye said that from a broader point of view, the volume will help Chinese car companies improve their "internal skills" and gain an advantage in the face of global competition in the future. **