In 2028, the production target of pure electric vehicles will also be raised from 16 million to 22 million.

In terms of funding, Volkswagen has increased its investment in new energy in the next five years from the original 44 billion euros to 60 billion euros.

In addition to Volkswagen, major traditional car companies have clicked the accelerator key in terms of new energy production capacity, sales volume, or new models.

In June 2019, BMW announced that it had originally planned to launch “25 new energy vehicles in 2025” and completed them in advance to 2023.

The original plan of Mercedes-Benz was, “Before 2020, there will only be two pure electric SUVs and pure electric cars. It is expected that a total of 10 pure electric vehicles will be available only in 2022. Pure electric in 2015 Vehicle sales are 15% -25%. “

With the new CEO Kang Linsong taking over, Mercedes-Benz has proposed a “Vision 2039” with significantly accelerated progress.

“By 2030, electric vehicles (including pure electric and plug-in hybrid models) will account for more than half of new passenger car sales; The future model architecture will be developed based on electric mobility from the beginning and will have a corresponding electric platform.

Too conservative Toyota will also decide to advance the plan of “realizing annual production and sales of 5.5 million vehicles by 2030” to 2025.

Second-tier car companies have begun to warm up, and those who sing new energy have gradually moved away from the center of the stage.

Traditional car companies also sent Tesla an assist while the elephant turned around.

In addition, governments of various countries have also given green lights to new energy vehicles. Germany, a traditional automobile city, has decided to increase subsidies for electric vehicles by 50% in the next five years from 2020. Charging piles.

Second, Tesla has already established its position in the field of new energy vehicles.

Morgan Stanley analyst Adam Jonas said in an interview: “We think Tesla is far ahead in battery and electric vehicle technology.

Tesla also has obvious advantages in terms of pure electric models introduced by traditional car companies.

“This is the best era, this is the worst era.”

This famous quote from Dickens is not only applicable to Dr. Manmanet’s family and the Germans and Germans, but also a true portrayal of Tesla’s situation.

The good thing is that Tesla no longer needs to say anything about it. Traditional car companies have begun to vote with their feet, and Tesla has established a leading edge in the field of new energy vehicles, whether it is in other new construction. The car power is still in front of traditional car companies, Tesla has enough confidence.

The bad thing is that if the current car revolution is limited to the power revolution, then Tesla has already won the game, but this is not the case.

Electricization is coming at the same time, or in the same revolution as electrification, there is also “intelligence.”

There are two main aspects of automotive intelligence: automotive operating system (Operating System, OS for short) and autonomous driving.

In terms of in-vehicle OS, Tesla uses Linux operation. Imperfect ecological construction makes car owners “injured”. Although traditional car companies are somewhat similar to Tesla in this regard, they have financial advantages that Tesla does not have.

Volkswagen announced in 2018 that it would invest 4 billion U.S. dollars to develop the latest operating system named “vw.OS” to build Volkswagen’s exclusive vehicle networking information service platform; Hyundai Korea also said it would invest in the smart electrification $ 50 billion ……

But whether it is for Tesla or traditional car companies, or for new car powers with deep Internet genes in China, although the OS is difficult, it is not out of reach.

Correspondingly, participants seem to underestimate the difficulty of autonomous driving.

Mercedes-Benz ’s self-driving R & D department director Michael Huffner once said, “We realize that the development of autonomous driving technology is a bit like climbing a mountain. The initial stage of climbing from the mountain to the top is easy, but when leaving The closer the target is, the thinner the surrounding air becomes, the more power is required for each step, the more complicated the difficulties to be overcome.

Musk said last year that he would launch one million autonomous taxis, but the response from the capital market was that Tesla’s stock price fell 0.7%.

At the recent financial report in 2019, Musk rephrased that “shared cars come earlier than autonomous taxis.”

In addition to the difficulty and immaturity of technology, Tesla who ate crabs was nicknamed “take the driver as a mouse” by the owners. The first killer of autonomous driving was the state of autonomous driving. Tesla.

According to public reports, since 2016, Tesla has caused at least 13 serious traffic accidents and at least three deaths with Autopilot turned on.

It can be seen that the “unruly” autonomous driving has not treated Tesla, which is proud of its leader in the electric field.

Tesla has to face not only the technology itself, but also the stalking of old and new forces.

Among them, the mainstream approach of traditional car companies is to cooperate with each other., Honda and GM and its autonomous driving company Cruise have reached a cooperation and plan to develop a mass-produced self-driving vehicle for the global market; Volkswagen and Ford announced in 2019 that they will conduct joint research and development in autonomous driving and intelligent mobile travel.

At present, the major alliances among traditional car companies are BMW, Daimler and Audi.

Among them, Audi has already applied L3 autonomous driving to the new A8 and other models; Mercedes-Benz and BMW plan to launch mass production models equipped with L3 autonomous driving in 2020 and 2021.

However, it is not traditional car companies or Tesla that are at the forefront in the field of autonomous driving, but Google’s Waymo.

The company set multiple firsts in the field of autonomous driving: the world ’s first open road test opened, the first public road test opened to the public, the world ’s first public road test with safety officers removed, and The world’s first autonomous driving system that charges the public.

There are many lists on autonomous driving technology, and most of them put Waymo at the top of the list.

In addition, Waymo also announced in early 2019 that it will build the world’s first factory dedicated to mass production of L4 autonomous vehicles in Michigan.

If Tesla has achieved the L4 level of autonomous driving technology while stabilizing its advantages in the field of new energy vehicles, it will not be measurable by the market value of 100 billion.

In addition, Tesla, who has been invincible all over the world, will be able to repeat the miracle in China, the world’s largest auto market, which is also a key factor in its future.

In 2019, Tesla sold 43,000 electric vehicles in China, accounting for 11.7% of total sales. This result is not enough for Tesla’s aura.

And Tesla ’s lack of competitors abroad is certainly related to its products and technological advantages, but it is more noteworthy that before Tesla entered China, it did not have the same kind as “new car forces” on the same stage. Competitive.

But in China, there are far more than one new force that Tesla has never met. They know the Chinese better. At least, “the price of luxury cars is so rough that they can’t bear to look straight at the interior and workmanship.” And they are good at turning any field into a “red sea” of fierce competition.

In general, Tesla’s achievements in the field of new energy are undoubted, but the internal and external reasons for this round of rally are limited to this.

Perhaps only TeslazhenAfter the car is “intelligent and electrified”, its market value can stand on a new level. P p