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重塑动力格局,普惠全球出行

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“重塑动力格局,普惠全球出行”的核心内涵

全球出行领域的净零转型正在加速,电动化被普遍视为核心解决方案。但要实现真正的减排,仅靠纯电动车远远不够。混动技术、高效内燃机、增程器与替代燃料,都是当下实现大规模碳减排不可或缺的关键力量。


脱碳进程离不开多方协作——主机厂商、政策制定者与能源供应商需携手合作,整合多元技术、规模化落地方案。这类协同还有助于保障本土制造业、供应链与就业岗位,确保净零转型在实现减排的同时,也能推动产业稳健发展。


浩思动力针对不同市场定制动力总成方案,适配各区域差异化的脱碳节奏,助力主机厂推出更高效率、更低排放的车型,推动全球净零转型进程。

通往净零排放的多元路径

净零转型是否只有一条道路?是否存在唯一的完美方案?
 
试想一下,当我们穿越整片大陆,却只能使用一种交通工具——无论是一级方程式赛车、拖拉机还是自行车,都无法走完全程。地形在变,路途在变,交通工具也必须随之调整。
 
净零转型亦是如此:它从来不是一条坦途,而是穿越山川、峡谷与绕行路段的多元旅程,成功的关键在于因地制宜选择适配的解决方案。
 
然而多年来,从政府目标到媒体报道,全球舆论都将这场转型视为同质化的进程,将电动化当作唯一终点。这种过于简化的认知拖慢了脱碳步伐,也给公众造成了认知偏差。我们必须认识到,要在当下真正实现大规模出行脱碳,混动技术、高效内燃机与替代燃料技术缺一不可。

全球出行的脱碳挑战

《巴黎协定》与《欧洲绿色协议》规划出一条雄心勃勃的发展路线:到2050年,全球必须实现温室气体净零排放 [1]。
 
要实现这一目标,出行领域不能依赖单一技术、单一原材料来源,也不能受制于尚不完善的充电基础设施。我们需要构建多元、坚韧的解决方案生态——涵盖高效内燃机、混动系统、增程器、电子燃料与生物燃料等多条技术路线,每一项技术都能在低碳转型进程中发挥关键作用。
 
在转型加速的当下,内燃机远未退出历史舞台:
 
  • 到2040年,全球仍将有约10亿辆存量与新增内燃机车型行驶在路上。[2]
  • 到2035年,内燃机与混动(xHEV)技术仍将占据全球汽车市场半数以上份额 [2]。
  • 内燃机与混动系统仍在持续迭代,在能效提升、减排突破、可再生燃料适配等方面不断取得进展。
  • 中东、非洲、南美、南亚市场对高效内燃机与混动系统的市场需求持续增长,在欧洲、中国、日韩、北美市场也保持强劲需求。[2]
 
大量车辆并不会停留在首发市场,而是会通过二手车流通,持续在南美、印度、非洲等区域行驶。
 
提升内燃机与混动系统的能效,不仅能降低车辆生产地的排放,更能覆盖全生命周期,惠及车辆后续流转的所有市场。

全球汽车产业为何需重新定位混动技术的价值

直到近年,电动化仍被视为汽车脱碳的核心路径,混动技术则大多被当作过渡方案——通往全面电动化的临时桥梁。但如今,我们必须重新审视这一定位。
 
即便到2050年全球电动车产量占比能够达到 80%,也已是历史性突破。对许多人而言,这一目标尚且难以实现;但只要重新定位混动技术的价值,这个目标就将触手可及。
 
我们不应将80%电动化当作技术目标,而应聚焦全球减排的核心目的。若将全球半数车队升级为纯电动,另一半搭载先进混动技术,其减排效果与80%车辆纯电化的减排效果相当。
 
这是切实可行的目标,也是浩思动力深耕前沿混动技术、并确保产品可无缝适配现有纯电(BEV)平台的核心原因。
 
纯电动车并非适配所有市场,也并非所有电动车都使用清洁电力。依托混动技术,我们能够覆盖真正的全球市场,实现比以往更高效、更大规模的减排。

市场现实为何要求多技术路线并行

即便对电车增长持最乐观的预测,仅靠电动化也无法按时完成全球交通脱碳目标。
 
不同区域的充电基础设施、能源供给能力与消费购买力差异巨大,而电车的排放水平高度依赖电力结构。电动车的碳减排效果,本质上取决于其使用的电力清洁程度。
 
因此,混动与增程技术绝非过渡方案,而是当下即可落地的长期解决方案,其价值不可或缺。
 
购车成本也是关键影响因素。以德国为例,增程式车型的全生命周期使用成本已低于纯电动车[3],印证了能效提升与经济效益可以双向赋能,加速脱碳进程。
 
在中国市场,增程式与插电混动车型的增速已超过纯电动车;在欧洲,即便补贴退坡,混动车型仍保持强劲增长;印度市场则并行推进电动化、乙醇燃料与压缩天然气技术;在巴西,以生物乙醇为燃料的灵活燃料发动机已占据市场主导地位 [4]。
 
每一条路径都是通往减排目标的有效选择。

区域路径差异:不同市场的低碳出行模式

脱碳的地理格局与地球本身的地貌一样多元。
 
  • 南美:巴西在甘蔗乙醇领域的成功实践,打造了成熟的可再生燃料生态,灵活燃料车型占新车销量的 80% 以上。[5]
  • 印度:融合混动技术、乙醇掺烧与渐进式电动化,让数百万消费者能够负担得起清洁出行方案。
  • 非洲:受限于电网条件与成本敏感度,适配本土燃料的高效内燃机与混动系统,是实现大规模低碳出行的可行路径。
  • 中国:混动与增程技术的快速普及,填补了基础设施缺口,加速电动出行转型。
  • 欧洲与北美:中心城区电动化推进迅速,但偏远地区与长途出行场景仍依赖混动与高效内燃机方案。

 

正因如此,浩思动力打造适配全场景的动力总成系统。可扩展、模块化的技术架构,在各类能源结构下都能兼顾性能、能效与耐用性。

替代燃料:下一个技术突破点

替代燃料是全球出行实现净零目标的关键支撑,也是全球汽车产业低排放未来的核心组成部分。
 
浩思动力正全赛道布局燃料技术,研发适配各类燃料的动力总成产品:
 
  • 生物燃料:包括乙醇、生物柴油与生物甲烷,可复用现有基础设施,降低全生命周期碳排放。
  • 合成电子燃料(eFuels):以捕集的二氧化碳与可再生氢能为原料生产,仅需少量改造即可实现碳中和燃烧。
  • 甲醇及其他循环碳路径:将废弃物转化为清洁能源。
  • 氢能:为重卡与长续航场景提供近零排放解决方案。

 

通过行业合作,我们正在推动燃烧碳中和技术的落地。在政策支持下,电子燃料可在全面电动化普及之前,为长途运输与存量车队实现脱碳。

The role of policy in enabling technology-neutral solutions

Governments worldwide are revisiting the idea of complete ICE bans. Real-world results show that reaching net zero requires multiple solutions, not ideological silos.

Horse Powertrain supports technology-neutral regulation – policies that are based on achieving real-world outcomes, not on banning or regulating technology. A vehicle’s environmental impact depends as much on its energy source and manufacturing process as on its tailpipe emissions.

Our teams actively engage with policymakers to promote balanced frameworks that reward genuine carbon reduction – whether through electrification, including hybrids and range extenders, or through eFuels and hydrogen.

Progress should be measured by outcomes, not one prescriptive technological solution.

Lifecycle emissions: A data-driven approach to measuring carbon footprint

True decarbonization means accounting for every stage of a vehicle’s life – from material extraction and component production to operation, recycling and reuse.


A hybrid battery uses around 20 times less critical material than a large BEV pack [6]. And in regions where electricity is still generated mainly from coal or gas, charging a BEV can produce more total emissions than running a modern hybrid on renewable fuel.


The same applies to the energy grid. According to Statista data [7], the global grid emits nearly 15 gigatons of CO₂ each year – almost four times more than all passenger transport combined. With fossil fuels still powering 60% of global electricity generation, lifecycle assessments must consider both the energy source and its regional context.


That’s why a technology-neutral, data-driven approach is essential. Reducing total CO₂ – not just tailpipe emissions – means matching the right powertrain to the right conditions.


Horse Powertrain’s systems are designed around this full lifecycle perspective. Our ICE platforms already achieve 43.5% brake thermal efficiency, and we are targeting 50%. Shared architectures cut waste, while modular components extend life and recyclability.


By focusing on total lifecycle efficiency, we help OEMs achieve credible, science-based sustainability targets – ensuring that every vehicle contributes to genuinely low-carbon mobility.

How Horse Powertrain is advancing low-emission mobility

At Horse Powertrain, our global R&D and manufacturing network – 18 plants and five technical centers – is focused on delivering practical innovation, including:

 

  • Ultra-efficient ICEs with pre-chamber ignition and prototypes achieving up to 90% below EU7 tailpipe limits.
  • Hybrid systems, such as the HORSE 4DHT120 for up to 80% zero-emission city driving.
  • Range-extender systems, such as the HORSE X-Range series, which allows BEV platforms to serve as the foundation for HEV, PHEV, and REEV line-ups.
  • Powerful hybrid engines, such as the HORSE W30 V6 engine, delivering higher power density to expand our HEV offering.

 

These are not concepts – they are real, deployable systems enabling faster decarbonization.

 

Innovation in powertrain design is accelerating the transition. At Horse Powertrain, we’re proving that technology is no longer the bottleneck. The real bottleneck is cost and complexity.

Why decarbonization requires OEMs and suppliers to work together

Automakers shouldn’t have to tackle this transition alone. Needing separate platforms, supply chains and regional strategies is inefficient, costly and slow.

 

We’re designing powertrain solutions that simplify complexity for automakers – systems that allow multiple technologies to share a single platform.

 

A clear example of this is evident in our X-Range series, a complete toolkit for adding hybrid capability to dedicated BEV platforms. These three solutions – the C15, C15 Direct Drive, and F15 Direct Drive – provide OEMs with a selection of solutions to fit their specific needs, while requiring minimal modifications to design.

 

By delivering complete powertrain solutions, we allow our customers to reduce ICE-related investment by up to 50% and cut development timelines by months or even years. 

 

Our F15 Direct Drive is a great example of this technology in action. It integrates an engine, transmission, electric motor and power electronics into a single compact module.

 

  • 25% narrower than legacy hybrid systems
  • 150 mm shorter front end, giving greater design freedom
  • Up to 20% cheaper for AWD configurations

 

Mounted directly on the subframe, this allows automakers to amortise investment across both BEV and hybrid propulsion types, and build them on the same production line – with no structural redesigns, sensor recalibration or new tooling.

 

For OEMs that want a comparable solution to replace a rear electric drive unit, our C15 Direct Drive allows them to do just that – allowing a BEV to serve as a hybrid platform.

 

On the other hand, for OEMs that are looking for a flexible range extender solution, our suitcase-sized C15 solution is designed to be packaged and installed virtually anywhere within a vehicle. 


The result is instant flexibility, faster time to market, and the ability to adjust BEV/hybrid mix without additional capital expenditure.

 

So, OEMs can focus on what they do best – creating vehicles people love, enhancing user experiences, and accelerating their own journey toward battery electric vehicles.

How powertrain commodification can reduce costs and improve quality

OEMs can design and manufacture their own powertrains. The question is: why should they, when it can be done better and more cheaply through specialization?

 

In today’s automotive market, small three- and four‑cylinder engines are fundamentally commoditized. No OEM wins because it has reinvented the two‑litre engine. Yet many continue to duplicate R&D effort, tooling, and production capacity, adding cost without adding differentiation.

 

We take a different approach. By concentrating exclusively on internal combustion and hybrid powertrains, we leverage economies of scale across multiple OEMs to deliver lower unit costs and consistently higher quality. Scale allows us to invest in the very best technology, manufacturing processes, and supplier relationships, benefits that are difficult and inefficient for individual OEMs to replicate on their own.

 

This model frees OEMs to focus their capital, talent, and innovation where it truly differentiates them: electric platforms, software, user experience, and brand. 

 

We effectively take care of ICE, delivering proven, high‑quality powertrains at scale, while OEMs accelerate their electric strategies without carrying unnecessary cost or complexity.

What true leadership in low-carbon mobility looks like today

The mobility transition is not one challenge – it’s many. Each region is going to have its own technology preferences and direction of travel. 

 

We’re moving into a more nuanced, multi-powertrain world. OEMs can walk this path alone, but should they? We don’t think so. Instead, we need to embrace a future of deeper collaborations and partnerships, ensuring that each technology class gets best-in-class solutions.

 

Through this, we can ensure that every market can pursue its best path to net zero.