Intelligence and EMF are unstoppable, Chinese cars have a lot to do

A beam of light shines from this gap, reminding the world with unprecedented brightness that China can do a lot in the era of smart electric vehicles.

In the beginning of 2021, Tesla’s New Year “bomb” caused a huge response in the Chinese car market.

The second domestic Model Y produced by Tesla’s Shanghai plant was officially launched, once again showing the attitude of a price butcher.

Indeed, Tesla silently launched the domestic version of Model Y, without offline conferences, no singing and dancing performances, no PPT or even live broadcast. The official website has been updated a bit, and the WeChat push has been updated. The lethality is more powerful than all possible conferences.

However, in the face of the menacing Tesla Model Y, the new local car-building forces represented by Li Bin, chairman of Weilai Automobile, are not afraid. “What does the Model Y price cut have to do with us? He lowered his price, and I still sell my car. Our order is very stable.” On January 3, Weilai Automobile CEO Li Bin told the 21st Century Business Herald reporter.

He Xiaopeng, Chairman and CEO of Xiaopeng Motors, also responded to the price cut of Tesla Model Y via Weibo: “This time the price cut of a friend on New Year’s Day, we are quite confident that even the internal telephone conference has not been opened, and the data fully proves that the price cut has been completed. Proof is just a way of marketing, and it must be a double-edged sword.”

China’s three leading new car-making forces will initially cross the line of life and death in 2020, stock prices have risen in line with market value, and sales have stabilized. In the last month of 2020, the sales of Weilai, Ideal, and Xiaopeng exceeded 7,000, 6,000, and 5,000, respectively, and achieved sales of 4.37, 3.26, and 27,000 respectively throughout the year.

However, it is worth noting that the sum of the sales of the three car companies is still not as good as the sales of a Tesla Model 3. China’s new car-building forces still have a long way to go.

In 2020, despite China’s effective control of the epidemic, the social engine will accelerate and the economy will continue to recover. However, the global epidemic is still spreading.

Although the most difficult time has passed, the chill of the severe winter is still there. However, what is certain is that the auto industry will face an era of intelligence and electrification.

2020 is destined to be an extraordinary year. When China’s auto industry has entered the inventory era and encountered a sudden epidemic, all companies are facing the most severe test. But the test is like fire, but it is tempering real gold.

In 2020, Li Bin changed from “the worst person” to “the happiest person”, but he bluntly said that “we are just transferring from the ICU to the general ward”; Great Wall Motors is still in the autonomous first camp, but the head Wei Jianjun Issue a soul torture “Can Great Wall Motors survive next year?”

Standing at a new starting point in 2021, the industry reshuffle is accelerating, and the era of electrification and intelligent revolution reshaping the industrial structure is approaching step by step.

Chinese cars have a lot to do

At the beginning of the new year in 2021, Li Xiang, the founder of Ideal Motors, wrote in the circle of friends, “The new year starts with full gas and electricity. The smart electric vehicle market in 2021 will be particularly like the smart phone market in 2011.”

Indeed, from the perspective of the commercial development of smart terminals, whether it is PC or mobile, Chinese companies are not bad, such as Lenovo on the PC side, Huawei, Xiaomi, OPPO, and vivo on the mobile phone side, but the United States is stronger, such as Microsoft and Apple. It’s just that there are basically no European and Japanese brands in the market, and terminal brands have become a competition between China and the United States.

Chinese companies are indeed great, but unfortunately the underlying chips and operating systems are not ours. For example, in the PC era, the gross profit of Lenovo’s entire industry chain is very low, while the gross profit of Microsoft and Intel is very high, making most of the profits in the industry chain. Also in the mobile phone era, the gross profit of OPPO, vivo, and Xiaomi are not high, which is not the same as Apple.

In the era of smart cars, terminal consumer brands, whether it is Tesla or Weilai, Ideal, and Xiaopeng, are doing well. At this level, there will be a battle between Chinese cars and American cars. This kind of competition will be full of smart electric cars. Competition in the industry chain.

“In this era, Horizon is concerned about whether Chinese companies should make a difference in the underlying operating system and chips? In this era, there will be large-scale explosions in both the scale of consumer terminals and the scale of chip semiconductors. “Previously, Yu Kai, the founder of Horizon, said in an interview with a reporter from 21st Century Business Herald.

Yu Kai emphasized that the time window left for China’s independent chip manufacturers is only three years. “This year is the last year for car-level chip companies to get tickets to the competition. Compared with the competition of consumer products, the low-level competition for chips will end sooner. It is expected that the chip competition for smart cars will also end in 2023. If you don’t get the top two in the market competition, it basically means you are out.”

In 2020, what we see is not only Tesla’s market value surpassing Toyota, but also a representative of China’s new energy vehicle concept stocks-BYD’s market value has exceeded the 500 billion mark, becoming China’s highest market value car company; and China’s local The market value of the battery supplier-CATL has exceeded 900 billion yuan, ranking first on the Growth Enterprise Market.

Not only that, the market value of Weilai, the leader of China’s new forces, surpasses BMW. Among the top twelve car companies in the global auto company market value rankings, Chinese car companies occupy four seats for an unprecedented rate. The four Chinese car companies are BYD, Weilai, Great Wall, and SAIC.

Indeed, market value does not mean everything, but it represents the future and confidence. “Market value is related to long-term profit, not short-term profit; perhaps many people think that this year’s market changes are due to a boost in the stock market, but in fact they did not see the true vision, so some people believe that some people suspect that some people ridiculed others. This is all normal.” On December 22, 2020, Xiaopeng Motors’ head He Xiaopeng said in an interview with a reporter from 21st Century Business Herald.

What is certain is that in the era of smart electric vehicles, Chinese cars will stand at the center of the world’s automotive stage for an unprecedented level. Weilai, Ideal, Xiaopeng, the new local forces tore open a car, and a beam of light shines from this gap, reminding the world with unprecedented brightness that China can do a lot in the era of smart electric vehicles.

Of course, Chinese cars still need to be sober. As Xiaopeng said, “Genes are born out of Nirvana, not reinvented. Even if we do it from 1 to 10 in the next five years, we won’t be able to get a brand globally. table.”

Ebb and wave

2020 is an important turning point for the once vigorous new car-building movement. Someone crossed the line of life and death, some fell on the starting line.

When the tide receded and naked swimmers emerged one by one, Sailin Motors, Byton Motors, and Bojun Motors exploded in succession. A group of entrepreneurs who once had grand ideals and their car-building stories dissipated in the dust of history.

Some people are out, but others are getting better.

When Weilai’s stock price fell to more than $1 in 2019, no one could have imagined that its market value could surpass the public in a year. While the international situation was still confusing, Li Xiang and He Xiaopeng brought their ideals and Xiaopeng Motors to the US stock market.

Investors began to believe in the possibility of the success of China’s new car story. In 2020, their sales have reached new highs. Although the best-selling NIO has only 40,000 sales a year, less than 2% of Volkswagen’s, although the sales volume of the “Three Musketeers” in the Chinese market is not as good as a Model 3.

However, many people firmly believe that electric vehicles are the future.

Hefei City Government is so firmly convinced of the future of electric vehicles. After missing Weilai in Yizhuang and Huzhou, Li Bin and SAIC, Great Wall, Guangzhou Automobile and other auto companies failed to negotiate, and the 7 billion investment of the Hefei Municipal Government brought Weilai back from the death line. Under the general trend of liberalization of the shareholding ratio, Hefei facilitated Volkswagen’s first shareholding in a joint venture company in China and gained the promise of expanding investment and developing the industrial chain in the local area.

In this round of electric vehicle investment craze, many local governments are full of enthusiasm, but not every one can have good results. Jiangsu, next to Anhui, is the place where the most new car manufacturers have chosen before, but there are very few who are still insisting on car manufacturing.

Sailin exploded, and huge amounts of state-owned assets were lost. At the same time, the national regulatory authorities were strict in checking the production capacity of new energy vehicles. Evergrande and Baoneng were named for the first time.

In 2020, through the brand new Qoros 7, Baoneng tries to prove that it is “really making cars.” Evergrande, which is not bad for money, has fallen into a debt crisis of 100 billion yuan and has already transferred its equity in the dealer group Guanghui Automobile. Xu Jiayin, who originally planned to bring Hengchi brand new cars to the market in 2021, will do his wish to create a huge new energy vehicle group?

The tide has risen, and the wave is coming.

In the face of the menacing back waves, the front waves have also brightened their swords. After several twists and turns, Volkswagen’s MEB platform electric car finally came out. I.D3 became the sales champion in the European market, once again confirming the strength and confidence of the century-old stores. Volkswagen CEO Diss won support in the fierce battle, and Volkswagen’s determination to electrify is also firmer.

Serious opponents will make each other stronger. The head-to-head confrontation between Volkswagen and Tesla will also be one of the biggest highlights of China’s new energy vehicle market in 2021.

Cooperation and way out

Intelligence and electromotive force are unstoppable. With the advent of the software-defined automobile era, the boundaries of automobiles will become more blurred in 2020.

Behind several top new forces to build cars is the team and layout of top Internet companies-Alibaba, Tencent, Baidu, Xiaomi, and Meituan.

Will China’s traditional auto companies have a chance to surpass Tesla? The combination of “Chinese car companies + Internet” may become a possibility.

Affected by the epidemic, the 2020 Beijing Auto Show was moved to September. Compared with previous years, the scale of exhibitions and heavy vehicles have decreased. However, Huawei’s actions have attracted much attention. Huawei has also released a high-profile automobile strategy and accelerated expansion. Circle of friends.

According to rough statistics, Huawei has formed cooperation with more than 30 auto companies. From the perspective of sound volume, the most high-profile are BAIC New Energy’s high-end electric brands ARCFOX and Dongfeng. In November, Changan Automobile announced that it would co-create a new high-end electric vehicle brand with Huawei and CATL. The cooperation between Huawei and traditional car companies has risen to a new high-end.

Also joining hands with Internet giants to build high-end brands is SAIC Zhiji, a joint venture between SAIC and Ali. Facing the high-end electric vehicle market, Great Wall Motor’s new brand Salon Zhixing has also surfaced.

In the era of smarter electric vehicles, the high-end electric vehicle market is a blue ocean, but it will also be a red ocean. In addition to traditional luxury car companies, there are upstarts in electric vehicles represented by Tesla and Weilai.

While traditional car companies are looking for a way out in cooperation, they also need to worry about two other issues-do their partners have other thoughts, besides providing software, do they plan to “build cars” on their own ; How to stay active in cooperation and prevent yourself from becoming an Internet company’s “foundry”.

Baidu, which has been specializing in autonomous driving, was the first to release the signal to “build a car”. However, the change of identity from supplier to competitor will undoubtedly add variables to the cooperation between the Internet and automakers.

On the other hand, Didi has teamed up with BYD to create a customized online car-hailing model, which has opened up a new model for technology companies to find OEMs.

In the process of reshaping the industrial structure, those traditional car companies without technological attributes are likely to be eliminated, merged, or become foundries if they lose competitiveness. As technology companies gradually accumulate in-depth cooperation with the automotive industry, combined with their own advantages, it is not without the possibility of success in building cars.

Open and disrupt

In 2020, competition and elimination have never been so fierce, and the industry has accelerated its “clearing”. Xiali, Lifan, Zotye and a group of third-tier companies that are on the fringe of the market are eliminated by the market, bankrupt, reorganized, or merged and reorganized.

Sad Qi Yumin’s “China” dream is broken. Two years ago, when BMW officially announced that it would take control of BMW Brilliance in 2022, the industry already had concerns about the future of Brilliance. Unexpectedly, the time of the thunderstorm came so fast, Brilliance headed for bankruptcy and reorganization.

The full liberalization of China’s joint venture stock ratio has entered the countdown stage, the undercurrent has already surging, and the alarm bell has sounded. China is the world’s largest auto market, and the baptism of the epidemic also reflects the amazing resilience of the Chinese auto market. No multinational auto company is willing to give up the Chinese market. Similarly, they also hope to grab more lucrative profits in China.

No matter who will adjust the stock ratio next, the era of big state-owned enterprises lying down and making money is gone.

After all, the road to the future must come out on our own. What we need at this moment is a determination to subvert ourselves. Without disruptive changes, it is difficult to find new development ideas.

As Li Bin said: “I only have a chance to shoot.” In fact, the new four modernization revolutions have given Chinese local car companies new opportunities, but they don’t have much time left.

Of course, the progress of Chinese cars over the years is also obvious to all. From the three major technology brands of Great Wall’s lemon, tank, and coffee, to Geely’s CMA platform and SEA vast architecture. In 2020, China’s autonomous vehicles will enter the era of comprehensive platform and structured vehicle manufacturing.

In the tide of transformation, second-tier brands seek survival and first-tier brands seek development, and the differentiation is so intense. As a result of the differentiation, as Zhu Huarong, who made his debut after assuming the new chairmanship of Changan Automobile, said, the biggest difficulty of the current auto companies is innovation and transformation. In the future, only a few independent brands will survive.

The automotive industry is facing a definite future, but the direction and road ahead are full of uncertainty. According to the 28 principle, 80% of enterprises will sacrifice on the way forward, leaving only a few.

Every seed that survives the winter has a dream of embracing spring.


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