This winter is not cold, but there is a lot of rain. The old man said it was called water. Thanks to this far-sighted statement, everything got off to a better start. However, the "rain" of the new energy automobile industry this year is probably not enough, otherwise why does the industry frequently encounter cold currents?
Where to go in the cold winter?
The report on the production and sales of new energy vehicles in June of 5438+065438+ 10 shows that the data of new energy vehicles in June of 5438+065438+ 10 still keeps a downward trend, with the production and sales of1000 and 95000 respectively, down by 36.9 year-on-year. Among them, the production and sales of pure electric vehicles were 96,000 and 8 1 10,000 respectively, down by 29.6% and 4 1.2% respectively. The production and sales of plug-in hybrid electric vehicles all reached 6.5438+0.4 million, down 63% and 54.4% respectively.
This is the "five-day losing streak" of sales since July. 100 Chen Qingtai, chairman of the electric vehicle Committee, also said that the electric vehicle industry is in the stage of big waves and sand scouring, which is very cruel.
Perhaps in the next few years, with the gradual improvement of automobile brands, the new energy market will usher in a wave of elimination, and the capital chain and brand power will become the key to the survival of some automobile enterprises, but such key factors are not available to every automobile manufacturing enterprise.
Compared with the new energy sector of traditional car companies, the sales performance of new car-making forces in June165438+1October was quite improved, among which 2528 new cars were delivered in Weilai165438+1October; Weimar EX5 sales data is 1099 vehicles; Tucki G3 sold 10 16 vehicles; Nezha N0 1 is 1294 vehicles; Zero run S0 1 Delivery starts at the end of June. At present, * * * has delivered more than 1000 vehicles.
It can be seen from the recent exposure of the new force car enterprise planning that they have not been affected by the declining environment. Weilai's third car has been put on the agenda, and Tucki's second car P7 has also been officially released recently. From the pre-sale price of 240,000 yuan, Nezha Auto U began to be pre-sold nationwide. Aichi U5, which has just been listed in Sanya, has officially joined the ranks of new force production models.
At the same time, Zero Run has just released the official renderings of its second model T03, which is positioned as a city boutique car. It is reported that the new car is expected to be listed in 2020.
Strangely, when everyone is entrenched in the compact SUV and A-class car market, the zero-running car presents a coupe and a model similar to A0.
This car company, which has always kept a low profile, has taken such a different road in the choice of models. How does zero run stand out in the coupe market with a small audience and the increasingly divided A0-class car market? How to keep up with the pace of big forces when traditional new energy vehicle enterprises gradually complete brand promotion and new forces of making cars gradually enter the preset track?
These problems seem to be the necessary problems that zero-run cars will face next.
It makes cars, and it's unreliable.
In the first half of this year, the total loss of Weilai Automobile reached 5.908 billion yuan, and Li Bin was regarded as "the worst person in 20 19". Jia Yueting, who is far away in the United States, has also postponed his return to China due to debt problems. Recently, the problem of the production qualification of Youxia Automobile has not been solved, and the Huzhou Municipal Government has to step in and buy the land assets under the name of Youxia Automobile and some factory assets under construction to resolve the project risks.
It has to be admitted that most new car manufacturers are in dire straits, and those lucky enough to succeed and gradually push forward the mass production plan are the lucky ones.
Zhu, founder and chairman of Zero Run Automobile
If it weren't for Zhu's insight and persistent persistence in the smart electric vehicle industry, today's zero-running cars might still be a small branch of Dahua Automotive Electronics New Division, silently acting as a "spare tire".
From June, 2065438 to February, 2005, Dahua Security, located in Hangzhou Binjiang High-tech Development Zone, was founded by Zhu. Its main founder was determined to start a business for the third time and set up a zero-run car. Before the birth of the zero-run car, Dahua Security led by Zhu has been working hard in the field of intelligent transportation for decades.
This leader, born in Yiwu, Zhejiang Province, speaks Zhejiang-style Mandarin and likes to dismantle electronic machinery since he was a child. The emergence and growth of Dahua Security may only prove Zhu's talent in electronic technology, and perhaps he is still waiting for the best opportunity.
This opportunity starts with the idea of building a car in 20 15. Zhu started to manage the core technology of automobiles from scratch, just like when he founded Dahua Security. He knows that the core technology and research and development must be controlled by himself and win this highland at any cost.
At the beginning of 65438+February of the same year, the architecture of S0 1 battery scheme was finalized; 65438+June 2006? S0 1 The first power battery system was successfully developed. Compared with the tight schedule of other new car-making forces, the zero-running car is very similar to Zhu, an IT veteran, who is unhurried and rigorous.
Zhu once mentioned in an interview, "We are not an Internet car manufacturer, let alone a traditional car manufacturer. We are a car company with IT genes. In contrast, zero running has an advantage. I really appreciate Huawei's leisurely style of doing things. If I can, I hope that Zero Run will become Huawei in the automotive industry. "
Huawei, which has the core self-developed technology, has become the pursuit target in zero sports car running. By the end of 1 1, the zero-running car has obtained 367 invention patents, including 92 invention patents, 242 utility models, 29 motor control, 46 power batteries, and intelligent driving 18. Unconsciously, the zero-running car has become the enterprise with the highest proportion of invention patents of new forces in car making.
In addition, the three vehicle platforms independently developed and the three core technologies of "Three Electricity" system, intelligent network connection system and automatic driving system also make Zero Run Vehicle the second vehicle manufacturer in the world with complete independent research and development capability of intelligent electric vehicles after Tesla.
As the second-ranked security system supplier in the world, Dahua Security has accumulated technology in the fields of chips and image recognition for more than ten years since its establishment, which makes the current zero-running car in a leading position in smart cars. Zero-run cars are far better than other car companies in chip research and development, underlying embedded software and algorithms, and independent research and development is the key factor.
20 19, 1, its first mass production model S0 1 was officially launched, but what is different is that the zero-run car presents a unique car model in the new force of car making.
Byd of deja vu
On 20 18 12, BYD made its IGBT chip public. In the eyes of the public, this enterprise that makes both batteries and electric vehicles has ushered in a brand-new identity-chip supplier, but in fact BYD has officially entered the IGBT field as early as 2005. /kloc-in the past three years, chip changes from generation to generation have made BYD's core stronger. Users who have used Dynasty series models must be familiar with DinLink system.
This kind of finger IGBT and power battery together constitute the core technology of new energy vehicles. At present, BYD-based enterprises have basically been able to meet the domestic demand for new energy vehicle power batteries. It is no exaggeration to say that the chip market, which has long been monopolized by foreign countries, has once again returned to the domestic initiative.
The AI autopilot chip Lingxin 0 1 on the S0 1 model of the zero-run car has the ability of deep self-learning, which is five times that of the mainstream chips on the market at present. It is specially developed for autonomous driving, and it has more accurate positioning and more flexible multi-chip combination operation under extremely strong calculation conditions.
History is always strikingly similar. BYD seems to have created a dedication spirit of "the predecessors planted trees, and the descendants enjoyed the cool", while the zero-running car acted as a tireless good student. At some point in time, they happened to meet.
In the time flow of China's automobile manufacturing industry, BYD has become the most suitable benchmark for stealth neutral and zero sports cars. From battery to chip technology, from intelligent AI to vehicle assembly, zero-run cars and BYD all started from self-research, and they have the same similarities in the original corporate genes.
BYD's perseverance and courage in silent cultivation have made it the second place in the global pure electric vehicle sales today. As a cutting-edge car-making enterprise, Zero Run seems to have defined its role as a "hidden dragon" from the beginning, and speaking with strength has become its label.
How to seize the opportunity under the change
"Only in the industrial revolution can we have a chance." In Zhu's view, in the future, the automobile industry will surpass real estate and become the largest industry in China. The data shows that at present, the number of cars per thousand people in China is 173, that in Japan is 59 1 car, and that in the United States is 837.
The undeveloped areas with great potential have become the main development areas of new energy vehicles. Nowadays, the sales volume of new energy vehicles in China has exceeded 6.5438+0 million, but the new forces of making cars account for less than 5%. How to seize the favorable highland? Only rely on product strength.
Zhu believes that electric vehicles are getting closer and closer to electronic products, and the architecture technology of the underlying electronic appliances and the system integration technology combined with hardware will replace the traditional hardware platform and the three major technologies and become the core technologies of future automobiles.
At the launch conference of S0 1, the burden of mass production was given to Changjiang Automobile in Hangzhou. It was just a stopgap measure. 201June 5438+00 Auto signed an investment agreement with Jinhua, which will invest 2.5 billion yuan to build a manufacturing base covering an area of 55 1 mu. According to the plan, the annual output of the base can reach 50,000 vehicles in the first phase and 250,000 vehicles in the long term. The base was officially started in June 2065, 438+07.
S0 1 delivered in mass production has been stamped, welded and painted in Jinhua factory. As for the final assembly steps, Zero Run has reserved construction land in Jinhua factory, and the final assembly part is still produced by Changjiang Automobile in Hangzhou factory.
The two car companies in Hangzhou have natural convenience from transportation to corporate communication. It is reported that Changjiang Automobile has specially provided a brand-new production line for zero sports cars. The final assembly line adopts automatic assembly line, 72 processes of electric passenger cars, and automatic instruments detect more than 0/00 electrical control items of the whole vehicle. Even BYD once said in public that "Zero Run is the only car company with independent intellectual property rights."
The only two references here are BYD and Zero Run. This fledgling new army of car-making is trying to catch up with the footsteps of traditional new energy car companies. This is not an opponent that can be simply ignored.
Now the zero-run car has three complete vehicle platforms: T platform, S platform and C platform. With the stable support of Dahua Co., Ltd. and more than 5,000 researchers, Zhu affectionately called it "the think tank of zero-running cars".
In addition to R&D, a powerful behind-the-scenes hero, the construction of retail channels is also very fast. At present, Zero Run has opened nearly 80 experience stores and service outlets across the country. Layout network coverage with the channel mode of "direct sales+city partners" and establish a sales channel of lightweight+new retail. After the zero sports car model arrived at the store, the experience and feeling became the top priority given by the city partners to the users. Those smart uses hidden in the car will only understand the charm of the zero sports car after the real experience.
From Dahua's self-research, it must have greater ambitions to be a low-key enterprise and a high-profile product. This is another brand-new development of China's new car-making forces, and the market needs young enterprises like Zero Run Cars to invest in it.
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.