The world's largest auto giant has spoken, and such a big hot spot wastes traffic.
The voice of Akio Toyoda just fell, and the CEO of Xpeng Motors followed up on personal social media, comparing Toyota with Toyota, suggesting the end of this traditional giant.
Ironically, He's remarks not only fanned the flames of the dispute over electricity and oil again, but also made an own goal: careful netizens found that his story of "can't help but remember" was actually a long-standing online rumor, jokingly calling for "reporting" He.
Whether electric vehicles can replace fuel vehicles and whether conservative traditional car companies will face the fate of "Nokia style" has always been a fair and just topic.
Behind the remarks of industry tycoon Akio Toyoda, there is naturally its inherent logic. As for whether this logic will make traditional car companies repeat the mistakes of Nokia, let's analyze it.
■? Akio Toyoda's "Three Questions on Electricity"
Akio Toyoda's remarks are actually a response to the latest new energy policy of the Japanese government.
At the beginning of this month, the Japanese government plans to completely ban the sale of fuel vehicles from 2035, and only allow the sale of hybrid vehicles. In addition, it is reported that the Tokyo government will also ban the sale of new fuel passenger cars in 2030.
No matter from the point of time or policy content, it is a bit like copying the practices of some European countries, so it also makes Toyota, a Japanese auto giant, unable to sit still.
Akio Toyoda openly asked: "The more electric vehicles produced in Japan, the more serious the carbon emissions. Do politicians really understand what they are talking about when they preach' Let's abolish fuel vehicles'? "
This leads to the first question he throws: carbon emissions during power generation.
This sounds like a cliche, but it is still the biggest controversy about whether electric vehicles are environmentally friendly. Akio Toyoda believes that Japan's energy strategy has returned to oil, coal and natural gas since the 20 1 1 Fukushima nuclear power plant accident. In this context, the promotion of electric vehicles will lead to the risk of carbon emissions rising instead of falling.
At the same time, we can compare the data. In 20 19 years, German coal power generation was 35.7%, and China was 65%.
Toyota boss's second question is that the government did not consider the investment and burden of related infrastructure when promoting electric vehicles.
He bluntly said: "If all cars in Japan are powered by electric energy, coupled with the demand for electrical appliances such as air conditioners, Japan will face a power shortage in summer. In order to carry out the related power infrastructure construction, I estimate that it needs to invest about 14 trillion to 37 trillion yen (882 1 0 billion to 2.33 trillion RMB), and this part of the cost is ultimately paid from the taxes paid by consumers. "
Coincidentally, in this colder winter than in previous years, power supply in Hunan and Jiangxi has also been tight.
Taking Hunan as an example, the Development and Reform Commission of Hunan Province recently said that the maximum load in winter in this province has reached 30.93 million kilowatts, exceeding the historical record, and the maximum daily electricity consumption is 606 million kWh, up by 14. 1% year-on-year. There is a big gap in power supply, which is expected to last until around the Spring Festival.
In addition to environmental protection and infrastructure investment, Akio Toyoda's last problem comes from the influence of transformation electrification on the traditional automobile business model.
He believes that if the government bans the sale of fuel vehicles in a hurry, the existing business model of the Japanese automobile industry will collapse, and even millions of people may lose their jobs-this is the problem behind the word "collapse" in Akio Toyoda's mouth.
This problem, in addition to Toyota, is also a common problem faced by traditional car companies such as Volkswagen and BMW. We can often see the contradiction between management and trade unions in German car companies because of the electrification route problem, which is behind the restriction of welfare reduction, staff training and even layoffs brought about by electrification transformation, which has largely caused the "slowness" of traditional car companies.
■? National comment: Will "Nokia's mistake" really happen in the automobile industry?
In fact, Toyota CEO, who has always been low-key, also expressed his desire not to be misinterpreted by the media when he made this remark. The reason why he raised the question is to arouse the government and the industry to think and be cautious about the sturm und drang-style development of car electrification.
At the same time, although Toyota is not as radical as Volkswagen's MEB platform in the field of new energy, the pace of new energy transformation of this Japanese car company has never stopped:
Toyota has been deeply involved in hybrid electric vehicles (HEV) and launched a series of classic products such as Toyota Prius. At the same time, theoretically, completely pollution-free hydrogen energy is Toyota's energy route. Toyota's hydrogen car this month? Mirai II has been sold in Japan.
As for pure electric vehicles, although Toyota seems to have been indecisive, it has launched pure electric versions of Toyota C-HR, Yize and Lexus UX in China market, and promised to launch electric vehicles equipped with solid-state batteries before 2025.
These are also the basis of the "kitchen" theory put forward by Akio Toyoda after Toyota was surpassed by Tesla. He said, "Tesla is like a restaurant that is still promoting new recipes. Although Tesla will think that their recipes will become the future standard, Tesla has not made real dishes. People are just buying recipes. Toyota has a kitchen and a chef who can make real food. "
As for Akio Toyoda's recent three questions, besides eating melons, it can also give us some enlightenment:
First of all, at the level of environmental protection, we lack the detection standards and supervision system of carbon dioxide emissions in the whole life cycle of automobiles. Implementing strict carbon emission policy for automobile enterprises will really promote automobile products to "zero emission". However, environmental protection ultimately depends on the transformation of energy structure.
Secondly, the construction of supporting infrastructure and the transformation of employees are also very practical and specific issues. This story is far less interesting than the heroic narrative of Jobs' single-handedly subverting smartphones, which people love, but it involves more experiences in people's daily lives.
Will traditional cars face Nokia moment? Let's use the function of mobile phone as an example.
Compared with feature phones, the biggest breakthrough of smart phones is not that the signal becomes better and the voice is clearer, but that intelligent systems and mobile Internet give smart phones far more usage scenarios and functions than feature phones.
What are we talking about when we talk about electric cars now? Battery life, charging speed, whether the air conditioner can be turned on in winter.
I don't know what kind of answer I will have when I see you patiently here.
Coincidentally, the article "It's almost 202 1 year, who can't see the end of the fuel car" promoted by Electric Power State last Saturday has also caused extensive controversy and discussion. What do you think of Akio Toyoda's statement? Leave a message and discuss with you.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.