And Li Xiang, the three leaders of domestic new energy car-making forces, also gathered together to “remember hardships and think about changes”, posing a posture of “three British wars against Lu Bu”. On July 30, Ideal Motors was officially listed on the Nasdaq, becoming the second domestic car maker to be listed in the United States after NIO. On August 27, Xiaopeng Motors also officially listed on the New York Stock Exchange.
Currently, the market value of these three new car manufacturers are all maintained at around US$15 billion, which is less than one-twentieth of Tesla.
It’s a true portrayal of the new domestic car-making forces that can’t catch up and can’t fight and fight. They don’t even know where they lost. In the face of bleak sales, Li Xiangzeng said helplessly, “Compared with battery life, smarter, and cost-effective, these three have already won without changing any results.” In his eyes, almost all companies do not know where Tesla is winning.
In fact, from the perspective of product parameters alone, domestic new energy vehicles and Tesla have not opened a big gap. Taking the cruising range as an example, Tesla’s best-selling Model 3 has a comprehensive range of 445Km. Compared with the same period last year, the Xiaopeng P7, which is priced at the same price as Model 3, has a battery life of up to 700Km under comprehensive working conditions. Even at the same price, the endurance performance of Model 3 can only be regarded as “bottom.”
The problem is that Tesla, which has been founded for 11 years, has a deeper technical accumulation and brand influence, a more mature supply chain system, and a higher and higher right to speak in cost control. The gap between Apple and other mobile phone brands is the same.
Tesla has always been proud of battery management technology. According to foreign media reports, Audi’s current CEO Markus Duesmann personally stated in an interview with the media that Tesla is two years ahead of Audi in electric technology.
Car Business Review also previously reported that Tesla is cooperating with CATL to develop lithium iron phosphate (LFP) batteries. This battery does not use cobalt and has been pushed to less than per kilowatt. The magical trend of $100 (wholesale price), this price is considered electricDriving, Tesla seems to be recreating Apple’s old road, but it is subverting the original automobile business ecology.
In the face of this brand-new business model of the auto industry, Tesla, which has always had no rivals, has no rivals. This is its best opportunity. Perhaps, Tesla is not close to becoming the next Apple.
Reference material:
1. “In-depth analysis of Essence Securities: Tesla is becoming more and more like Apple”
2. “Domestic Killer”, sales office
3. “Misunderstood Jobs: Shi Dulang, also a master of management”, Ran Caijing
4. “Apple co-founder: Only Musk is the most like Jobs today”, Tencent Technology
5. “Jobs VS Musk: The Two Extremes of the Silicon Valley Spirit”, take over
6. “Tesla’s Super Imagination: The Next Apple? “, All Weather Technology
7. “Elon Musk: Next Stop, Mars”, how to add salt
8. “Five times in 8 months: How did Tesla make its $250 billion market value? 》Yuanchuan Technology Review
Image source: Visual China