Since its listing in August, the share price of Xpeng Motors has risen more than 3.5 times. 165438+1On October 20th, Xpeng Motors closed at $53.89 per share, up 12.05438+0%, setting a new high since its listing.
165438+1October 2 1, CEO of xpeng motors responded to Musk from a distance. Musk had previously accused Tucki of stealing technology.
There is no direct answer to plagiarism in the response. What's the point? Will you not find the East next year? Obviously, it is challenging Tesla, and product sales will wait and see. It can be seen that Tucki is full of confidence in his products, and this wave of publicity is really high.
The reason is165438+1On October 20th, Guangzhou Auto Show announced that the automatic driving upgrade next year will adopt lidar technology, which is interpreted as Tesla's FSD (fully automatic driving capability).
Immediately, American insiders pointed out on social media? They didn't realize that they couldn't copy Tesla? ? Tesla CEO Musk also forwarded it, pointing out that Tucki copied Tesla's technology.
Tesla has repeatedly accused Tucki of plagiarism and sued Cao Guangzhi, a former employee of Tesla.
2065438+In March 2009, Tesla filed a civil lawsuit against Cao, a former employee, visual scientist and current employee of Xpeng Motors, on the grounds that the source code of autonomous driving technology was stolen.
The main evidence is that Dr. Cao uploaded more than 300,000 documents related to autonomous driving to iCloud, and 6.5438+0.2 million documents had been deleted before leaving the company.
However, Tesla allows employees to put relevant work information on their personal devices. From this point of view, Cao doesn't seem to be breaking the law.
However, this timing is very appropriate. Tesla found that Cao backed up all the source code libraries from March 25th, 20 18 to February 26th, 20 18, and Cao received the starting salary offer from Xpeng Motors at the latest.
However, there is no direct evidence that Cao has used these source codes.
This case is aimed at Dr. Cao personally, and he is willing to cooperate with the investigation, but it is impossible to provide the source code for comparison, because this is the core technology of autonomous driving, so how can it be leaked? Besides, Tesla has no direct evidence to prove that Tucki stole Tesla's technology, so Tesla also understands that this is a pile? Cold case? In the end, I can only make mouth shots.
Tucki and Tesla should be strong in new energy vehicles.
Touch porcelain? Tesla
Frequent car circles? Touch porcelain? Tesla, much like a domestic machine that collectively touches porcelain apples.
At the press conference in Tucki, P7 directly touched porcelain Tesla, from Model 3 to Model S, as well as Porsche Paramera, BMW and so on. , all these are listed, showing that Tucki is in terms of parameters. Hanging? Luxury car.
Although the parameter won, it doesn't mean running well. Simply drawing out the value of a million-dollar coupe is superficial and needs to be combined with actual experience, but it reflects Tucki's ambition from the side.
What is Tucki's slogan? Young people's first internet car? How much like Xiaomi in those days, I feel that I have to take a high-quality and cost-effective route.
Tucki is probably the most Tesla-like person in China.
At present, in terms of autonomous driving technology, most car companies use Bosch and Waymo's autonomous driving? Family bucket? Tucki and Tesla are the only ones with mature independent research and development in the industry, which is also the strength of Tucki's positive Tesla.
Advantages of Tucki ―― Lidar
Everyone is familiar with radar, which is a sensor that can detect the environment. The position and velocity of the target object can be obtained by using the time difference and phase difference between the transmitted wave and the reflected wave. According to the different types of waves used, it can be divided into millimeter wave radar, laser radar and ultrasonic radar.
When it comes to lidar, it is easy to think of iPhone, and the principle is the same.
At present, Weilai Automobile, Xpeng Motors and Li, the three new forces in China, have the highest configuration in the field of autonomous driving radar.
If Xpeng Motors is equipped with a laser radar with higher accuracy than the current millimeter-wave radar on the model produced by 202 1, as stated in the statement, it will mean that Xpeng Motors will once again become one of the three new forces on the road of smart cars? Run away? .
Due to the high cost of lidar, Tesla's self-driving FSD uses visual stitching and neural network computer to create a vector space aerial view of lidar effect.
Catch up with those expensive hardware players with the most advanced algorithms.
And if Tucki can really launch an autopilot system equipped with laser radar next year, and at the same time, it can guarantee the price, it will really take the lead in technology and cost control.
But at present, the gap between Tucki and Tesla is still obvious.
165438+ 10/2, Tucki released the financial data for the third quarter of fiscal year 2020, and delivered 8,578 units in the third quarter, up 265.8% year-on-year and 165.7% quarter-on-quarter. In the third quarter of 2020, Tucki P7 delivered a total of 6,265,438+00 vehicles, accounting for 72.4% of the total delivery.
According to the data of China Passenger Association, the sales volume of Tesla model 3 in the third quarter was 34 170, which was 5.5 times that of Tucki P7.
In addition to sales, the gross profit margin gap is not small.
Since Tesla's production capacity increased in 18, the gross profit of model 3 has increased rapidly from 5% to 20%, and now it has remained above 20% for a long time. There is still room for price decline, which is enough to show its technological leadership.
Xpeng Motors has the lowest gross profit margin among the new domestic car-making forces, not to mention Tesla.
In the third quarter of 2020, the comprehensive gross profit margin of Weilai Automobile was 12.9%, and that of Li was 19.8%.
Tucki's comprehensive gross profit margin is only 4.6%, compared with-10. 1% and -2.7% in the same period last year and the second quarter of 2020 respectively.
It is worth encouraging to make good products, but there is still a long way to go to get higher excess profits.