The long-life version of the domestic Model 3 is here. Editor’s note: This article comes from ”
future car Daily “(micro-channel public number ID: auto-time), Author: Zhang.
Carmen internal reference
“Carmen internal reference” is the weekly column of the future automobile daily newspaper. It will sort out the business news worth paying attention to this week in the travel field. The following are the company and business news worth noting this week (April 6-April 11):
Organization | Zhang Yi
China Automobile Association: Automobile sales in March decreased by 43.3% year-on-year, and still faced great downward pressure
Domestic Model 3 long battery life version starts pre-sale, Tesla challenges 500,000 sales target >
On April 9, the data from the China Federation of Trade Unions showed that the wholesale sales of new energy vehicles in March were 56,000, a year-on-year decrease of 49.2%. Among them, plug-in hybrid models fell 59% year-on-year, and the sales of pure electric vehicles fell 48% . The sales volume is accelerating and the purchase restrictions and subsidies are declining step by step. The new energy vehicle market is in a dilemma.
Yuan Chengyin, general manager of the National New Energy Automobile Technology Innovation Center, said that once the purchase-restricted cities are really “unbonded”, it may bring about 1 million new car sales growth. But for now, pure electric vehicles are not the real demand of consumers, and making electric vehicles is far from a profitable business. Cui Dongshu told the Future Auto Daily that the auto market has not yet recovered, the low-end market is under severe competitive pressure, and new energy vehicles are clearly still some distance away from the mainstream consumer market.
Extended reading: How long can the new energy vehicle market matured by policies depend on policies?
Why ca n’t the car be sold without reducing its price?
Future Automobile Daily learned through interviews with many Beijing dealers that the offers of mainstream models of FAW-Volkswagen, SAIC Volkswagen, Dongfeng Honda, Volvo, Lexus and other brands are almost the same as those of the previous year. Replace routine subsidies, zero down payment and other conventional routines.
Under the pressure of inventory, sales performance is bleak, car companies and dealers still refuse to reduce prices for three main reasons: First, the weak supply and demand is not a good time to reduce prices; second, the current car prices are already in Relatively low, and during the epidemic, the dealer ’s operating costs increased, and the price reduction may mean selling the car at a loss; third, the car is a bulk consumer product, and the consumer ’s desire to buy will not rise because of the price reduction, but the price reduction will give the carCar brands bring greater negative effects.
Extended reading: The sales of 70% car companies have fallen by more than 70%. Why ca n’t they sell cars without cutting prices?
Recently, Li Xiang, CEO of Ideal Motors, said that as of March, the ideal ONE had more than 4,000 units. “If there is no epidemic, the number should now exceed 10,000.” Subsequently, Li wanted to express his views on the future development direction of the industry, whether Tesla could sit firmly in the top spot in the new energy vehicle market, and investment opportunities in the automotive industry.
He said that the financing of the ideal car “has never been smooth,” the company’s $ 500 million in the last round of financing has not yet moved, and currently half of the money is invested in research and development, and more than 30% is spent in factories. Less than 20% of the funds are used for personnel and marketing. He also revealed that Ideal has always had a team developing the operating system “Li OS”, which will be applied to the next generation of products.
Extended reading: Li Xiang: The living method of the poor and the poor, an ideal car can make a profit of $ 1 billion
The lost spring of the ride-hailing driver
There are fewer taxi riders, but there are more drivers who open a car and ask for a taxi than before. Some netizens have not received a single order for more than 5 hours, and the running water is less than 100 yuan per tens of kilometers. Two or three hundred cars grabbed more than a dozen orders from time to time. Some drivers worked overtime for 15 hours a day, and even Tesla, Infiniti and Mercedes-Benz BMW came out to work.
After the outbreak, the online car-hailing platform quickly responded to the subsidy policies such as the extension of the rental period, and the online car-hailing driver also opened the “slash life”. Some join the Didi errand service, some work part-time in the sale of credit loans, some return to their hometowns to farm, and some temporarily transfer to work in logistics. With the resumption of production and production, the city’s life rhythm is gradually returning to normal, and ride-hailing drivers will usher in a busy summer.
Extended reading: The daily flow of water is 100 yuan, and you ca n’t receive a single order within 5 hours. a>
Before the Hongmeng OS system got on the car, Huawei was opening the car market through HiCar, which maps the car machine with its mobile phone. On April 9, some media obtained from insidersIt is reported that the car models supporting Huawei Hicar have been basically determined, and have now entered the final commissioning stage, which is expected to be launched on the market this year.
Compared with traditional mapping solutions such as Android Auto and CarPlay, HiCar can achieve deeper integration with vehicles. According to the previous white paper, HiCar can access Huawei’s capabilities in AI, voice, and computer vision. At the same time, it can call body data including vehicle speed, steering wheel angle, gear mode, automobile ambient light sensor, and body control components such as air conditioners, windows, and speakers. At present, Huawei’s HiCar ecological partners have exceeded 30 car companies, and Audi, FAW, GAC, BAIC, Chery, JAC and other car companies have joined, with more than 120 cooperative models.
Extended reading: “Huawei car” is expected to land this year, and the Hicar model has been basically determined < / p>
From the active conversion of ventilator to sales exceeding expectations in the first quarter, and the continuous updating of software functions, Tesla always maintained an aggressive attitude during the epidemic. On April 2, Tesla issued an announcement saying that it produced 103,000 vehicles in the first quarter of 2020 and delivered approximately 88,400 vehicles. This is Tesla’s best quarterly performance in history, and this figure far exceeds analysts’ expectations.
Tesla’s security, diversified business models, and autonomous driving data volume make it more and more powerful. However, some analysts believe that Tesla is more worried about the spread of the epidemic than other auto manufacturers because Tesla has greater risk of asset concentration and diversified competitors than other car companies.
Extended reading: Tesla attacked in the epidemic is so powerful that it can “strike” traditional car companies?
Technology company PK traditional car company: Who knows more about autonomous driving?
Charging pile ushered in policy outlets
Charging pile construction is entering a period of rapid policy promotion. According to the data released by Cai Ronghua, Deputy Director of the Industrial Development Department of the National Development and Reform Commission on April 9, the investment of 10 billion yuan is expected to be completed this year, with the addition of about 200,000 public charging posts and about 400,000 private posts. 48,000 charging stations.
Since the charging pile was formally included in China’s seven new infrastructures in March 2020, various capitals have been injected. In March this year, the charging pile industry intensively harvested three financings, including the Ningde era and Ant Financial. At this point, the charging pile industry has gone through the tentative stage of the embryonic stage, and the blindfolded rushing stage has begun to mature. Under the push of capital and policy, the charging pile market itself will undergo a reshuffle. In the future, the industry will be inseparable from the synergy of new technologies and new fields such as big data and 5G.
Extended reading: The annual investment of tens of billions, the charging pile will take the lead this time
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