Text/"Autobot" Lushan
Facing the hot situation of Tesla's monthly sales exceeding 10,000, the market of new energy vehicles in China is not optimistic. In the first half of 2020, the sales volume of new energy vehicles in China was only 3,654,338+0.4 million, a year-on-year decrease of 44%. Among them, Weilai, the first new force of local car-making, sold 3,000 vehicles per month, the second sold 2,000 vehicles per month, and the third only sold 1 1,000 vehicles. ...
In April of 20 18, the national development and reform commission issued a negative list of foreign investment, indicating that the automobile industry will be opened during the transitional period, and the restrictions on the foreign share ratio of special purpose vehicles and new energy vehicles will be lifted in 20 18. At that time, the industry was full of worries about this plan. The liberalization of the new energy share ratio is tantamount to inviting wolves into the room, which is likely to lead to strangulation of China's independent new energy vehicle enterprises that are still in a weak state.
I'm afraid things are as expected. ...
From July 2065438 to July 2008, Tesla set up a factory in China. By July 2020, the sales of a company exceeded the total sales of new local forces in China. In just two years, "the wolf is coming" has finally come true, and a case of foreign capital brutally harvesting China automobile enterprises is being staged.
Now, a new round of "negative list" has come. By 2022, all foreign investment access restrictions in the automobile industry will be cancelled. Two years later, are the new car-making forces in China and even the new energy car companies in China still alive?
Invasion of alien species
Tesla, founded in 17, is a new force in China, which was founded five years ago. In essence, this is an unequal duel of different orders of magnitude. However, the liberalization of the stock ratio is like the liberalization of the boxing ring, which makes the new forces have to compete with this behemoth.
What is worrying, however, is that this kind of unequal competition comes too early for the new forces that have been established for only five years. The market and consumers' recognition of their brands, products and technologies is far from ideal.
The winner-takes-all situation is objectively taking shape in the new energy market. Sales are the most telling. There is only one model in Tesla's sales composition? In March and June, the sales volume reached 14900 vehicles. Among the new local forces, in addition to ideals, brands including Weilai, Weimar and Tucki have already sold more than two models, but the sales volume is almost 1 to 10.
In addition to the gap caused by brand weakness, at the technical level of hard core, the new forces of building cars must also objectively admit the gap with Tesla. In fact, the new forces are striving to create their own differentiated competitive advantages. For example, Weilai focuses on medium and large high-end SUVs, ideally taking the plug-in hybrid technology route, while Tucki focuses on self-developed intelligence and long battery life. However, whether in the "three electricity" technology or in the aspect of scientific and technological intelligence, the technical reserves of the new forces are far from reaching or even surpassing Tesla.
Only some performance advantages are not enough to constitute consumers' purchase choices. In the market competition, it is obvious that the core parts of the new forces need to be imported. The recent problems include vehicle spontaneous combustion, assembly technology and system stability. It also exposed the shortcomings of the new forces in manufacturing.
On the premise that there is still a certain gap between brands and foreign brands in technology, the traditional advantage of price is gradually losing because of the complete liberalization of equity. The unusually smooth localization process has enabled Tesla to quickly turn its previous disadvantages into advantages through the cost advantage of local manufacturing.
In order to open the China market, domestic Tesla models? The entry price of 3 is only 29 1.800 yuan. Just recently, Pinduoduo Company subsidized 40,000 yuan for promotional activities and released models? The price of 3 was pushed to 250,000 yuan. On the other hand, the entry-level version of Tucki P7 costs 229,900 yuan. Such a weak price difference will inevitably lead to a large number of target customers flowing to foreign brands.
From the perspective of brand, technology and price, the new forces now have to admit the gap between themselves and Tesla. But what is really scary is that the gap between these dimensions is difficult to be changed in a short time. In the face of ruthless market competition, it is more likely that more and more new forces will fall on the road of chasing. ...
Harvest local finance
Tesla is the only one, and the market is embezzled by "alien species". The bad news in 2020 is far more than the new forces that used to build cars. The new forces of making cars, including Bojun Automobile, Baiteng Automobile and Lindsay Automobile, broke out this year. In addition to tens of billions of dollars, they also left a chicken feather to be cleaned up.
In fact, it has long been predicted that 2020 will become a "watershed" for the new forces. The emergence of the epidemic situation, a super variable, catalyzed the process of boiling frogs in warm water, and made the overwhelmed new power enterprises directly quit the game in the form of thunder.
The closure of these brands has had some bad effects on the whole industry, which has brought greater pressure to the survivors' future survival. Breach of contract, waste and even fraud are fatal accusations to the new forces that use investors' money to do business. This also means that the whole new power group will pay for the behavior of these enterprises, bearing the notoriety and even the original sin.
Just like Tianjin behind Bojun, Nanjing behind Baiteng, Nantong behind, and from the mire saving Wei Hefu, there are more or less state-owned assets and local governments behind the new car-making forces in Henan. Even to some extent, state-owned assets and local finance are becoming the driving force for the development of the new forces and the bottom of the mine.
Jiangsu Lindsay, once listed as a major project investment plan of Jiangsu Provincial Development and Reform Commission, is notorious for its employees' real names reporting the chairman's false investment in science and technology and being suspected of huge state-owned assets corruption. According to Qixinbao data, the largest shareholder of Jiangsu Lindsay is Nantong Jiahe Technology Investment and Development Co., Ltd., and Nantong Jiahe is a wholly-owned subsidiary of Jiangsu Gao Kai Investment and Development Group Co., Ltd., which is held by Rugao Municipal Government of Jiangsu Province 100%.
Just as local governments were keen to build large-scale projects and engage in image projects and performance projects in previous years, today's new energy projects have become a piece of fat in the eyes of local governments. However, with the occurrence of mine disasters, the investment behavior of local governments has also been questioned. Whether it is a new entrepreneurial force or a local finance that is eager for success, it has become a sensitive issue that cannot be ignored.
Nowadays, with the ebb tide and the clear market situation, whether local governments are willing to continue financing has become another uncertain factor for the development of new forces. For those new forces that are deeply tied to local governments but lack technology, products and brands, how to make an effective breakthrough under such circumstances is also the key to their future life and death.
Self-improvement or self-help
Whether it is self-improvement or self-help, it is a road that cannot be turned back in front of the new forces. In Tesla's plan, the second domestic model has been in full swing, and domestic automobile groups including BYD, GAC and BAIC are also expanding their new energy camps. Whether it can occupy a place in the future new energy map, the time left for new forces is running out.
At the Chengdu Auto Show, the first large-scale auto show in China during the post-epidemic period, Weilai released its third model EC6. Is this model the second domestic model of Tesla? The official price of Y's pure electric coupe SUV before subsidy reached 368-526,000 yuan. The pricing of a completely luxury brand shows Weilai's great confidence in his third model.
Weilai EC6 has the highest peak power of 544 HP, the maximum torque of 725n·m, the fastest acceleration of 4.5 seconds per 100 km, and the maximum cruising range under comprehensive working conditions can reach 6 15km. In terms of core performance, Weilai EC6 and Tesla models? Y is equal, there is no huge difference.
The real advantage of Weilai comes from the design of the battery part. Weilai has adopted a very rare battery replacement design, which means that the EC6 will be a battery-upgradeable model. With the rapid upgrade and iteration of battery technology, the energy density is continuously improved, and the battery pack with the same volume and weight can have higher capacity. In 20 19, the battery capacity of weilai increased from 70kWh to 84kWh, and will increase to 100kWh in 2020.
From here, we can see a competitive idea between the new forces and Tesla, and it is also a development of the new forces in technological innovation and consumer experience. Xpeng automobile and weilai have always been regarded as partners in the new forces who love each other and kill each other. However, unlike Weilai's fuss about battery innovation, Xpeng Motors has always anchored the self-developed intelligent route.
In the five-year growth process, Xpeng Motors is most recognized by the outside world as a system-wide intelligent R&D with billions of dollars invested each year.
"The value of intelligence has been recognized by users. Now intelligence has entered the top three of consumers' car purchase decisions. I am confident that intelligence will become the first deciding factor for many people to buy a car by 202 1 at the latest. "
Previously, when he was interviewed by Autobots, he had already given his own market expectation judgment on automotive intelligence. Based on this judgment, the self-research from software to hardware not only establishes the differentiation of Xpeng motor, but also obtains the cost advantage by replacing pure hardware with software+hardware.
Besides batteries, intelligence is another way for China's new forces to break through. In addition, the plug-in hybrid technology that Li wants to adopt at the latest among the three brothers of new forces may become the third path.
Completely solving the mileage anxiety of consumers is the core that plug-in hybrid technology can impress people. At the moment when the distance of charging equipment is far from perfect, for consumers with long-distance travel needs, choosing plug-in hybrid is far more secure than choosing pure electric vehicles, even Tesla with a cruising range of more than 600km.
In fact, Li is not the only one who sees the competitive advantage of plug-in hybrid vehicles. Lan Tu, Dongfeng's latest brand of high-end electric vehicles, has learned that its first model will also adopt plug-in hybrid technology with the slogan of "zero anxiety".
It is not difficult to see that the development paths of several new head forces are different, but the idea of technological breakthrough is the same. There are thousands of roads, but this is the only way to break the curse of multinational car companies. Especially for BYD, a new force that does not have core battery technology, the dual innovation of technology and application needs to walk on two legs, both hard and strong.
After barbaric growth
From the Great Wall, Geely and BYD 30 years ago to Weilai, Ideality and Tucki today, China Automobile has been able to become a real powerhouse in every mutation era, and has survived several real "battles" in its barbaric growth.
Facing the new era of navigation brought by new energy, although the new forces of car-making are facing extremely biting market competition and financial pressure, we can see that several enterprises in the head have passed the most dangerous stage and are gradually stabilizing and accelerating.
With tens of billions of credits to Hefei, Weilai's financial pressure has been buffered. In the capital market, Weilai's development potential has been recognized by the capital market again. At present, Weilai's share price has returned from the lowest 1 USD to above1USD.
After experiencing the detour between car and home, Li wants to take plug-in hybrid as a breakthrough. Li ONE, the first mass production model, won the domestic sales champion of plug-in hybrid for five consecutive months. On July 1 1, Li formally submitted the IPO prospectus to the SEC.
On July 20th, Xpeng Motors announced that the C+ round financing was nearly 500 million US dollars. In June last year, 1 1, Tucki just announced the news that Series C raised $400 million. In less than a year, Tucki received nearly $654.38 billion in financing. Just a month ago, the self-built factory in Zhaoqing, Tucki was officially put into production, and the second model P7 was also delivered in mass production. There are indications that the healthy development of enterprises in Tucki is quite superior.
In addition, Weimar is cooperating with finance companies and plans to land on the science and technology innovation board as soon as this year, with a valuation of more than 30 billion yuan. At the same time, Nezha Auto recently announced the official launch of the C round of financing, and hopes to be listed in science and technology innovation board on 202 1.
At the market level, up to now, the cumulative delivery of Weilai automobile has exceeded 50,000, Weimar automobile has exceeded 30,000, Xpeng automobile has exceeded 20,000, and Li has surpassed 1 10,000. This means that more than 654.38 million new force vehicles have been running on the land of China. And all this, from scratch, has only passed five years.
I saw the crisis and the bright side. Whether facing the tough invasion of multinational auto companies or the strong efforts of local auto companies, as a collective venture of China auto industry, the vanguard of new forces is destined to face more severe survival challenges.
If "the wolf is coming" is an established fact that has happened, then for all the new forces in China, life and death are possible. What a real entrepreneur can do is to face the cruel reality under the same rules of the game and become the final winner of the game. (Text/"Autobot" Lushan, part of the picture source network) Copyright statement This article is the exclusive original manuscript of "Autobot Media", and the copyright belongs to "Autobot Media".
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.