I don't know if you have found that near the end of the year, all the new force car brands are rapidly promoting the landing of new technologies and new platforms. The reason is not difficult to understand, on the one hand, there is a good trend report before the new fiscal year, paving the way for the launch of new products at the Beijing Auto Show next year. On the other hand, the inner volume of the new force car-making industry is indeed quite cruel, and a slight reservation or slowing down will be greatly led by other brands, which is very unfavorable for word-of-mouth and follow-up financing. Therefore, the recent dynamics of the new power car brands we want to talk about in this issue are also an important part of their layout in the future.
First, let's insert and broadcast the "record" of the new forces in November that were just announced in early December, and it is not difficult to find that "sales of more than 10,000" have become the stepping stones for the "first-line brands" of the new forces to build cars.
The data comes from automotive Sankei
In addition to Tesla, which has been leading the way for many years, the brands in the head force are still "Wei Xiaoli" Weilai, Xiaopeng and Ideal. Combined with November sales and Q3 quarterly financial reports, in addition to relying on the ideal of a single model to hit the market close to achieving profitability, Weilai and Ideal are still in a state of continuous loss. Among them, Xiaopeng, which sold the most, was also the most serious loss, with a loss of up to 1.59 billion. It can be seen that high sales do not represent the whole of a brand, in addition to products, tone, price, consumer cognition, follow-up service and technical support is also the key to determining the future direction. Therefore, almost every new force car brand is pushing new car sales at the same time, but also continue to make follow-up product upgrades and maintenance.
Tesla Model Y High Performance Delivery/Model 3 configuration upgrade OTA paid activation
After 11 months of waiting, the first wave of Tesla Model Y High Performance Edition was finally delivered. The starting price of the car is 387,900 yuan, and the NEDC has a range of 566 kilometers. With a dual-motor all-wheel drive combination of front asynchronous motor + rear DC motor, it accelerates from 100 km/h in only 4 seconds and reaches a maximum speed of 250 km/h. Not only the performance improvement, but also the appearance adds a 21-inch cyclone turbine rim, carbon fiber spoiler, reinforced braking, front 255/rear 275 width high-performance rims and lower sports suspension.
Compared with the joy of the owner of the improved performance version, the consumers of the ordinary version of the Model Y are obviously not happy, and the price of the domestic Model 3 and model Y entry-level models has been raised again, and the price has increased by 4752 yuan on the original price basis. Tesla's explanation for this price adjustment is that because it is expected that the subsidy for domestic new energy vehicles will decline in 2022, it will increase the subsidized price of models sold in China. In addition to the price adjustment, there are also changes in the configuration level, and the high-performance audio part of the Model Y series and Model 3 is reduced to "13 speakers + 1 subwoofer".
In addition, the Model 3 standard endurance upgrade delivered after January 1 can spend 2400 yuan to purchase the rear seat heating function and steering wheel heating function, the Tesla Model 3 standard endurance upgrade version delivered from November 1, and the Model 3 rear-drive version that will be delivered in 2022, began to be equipped with "seat heating function" and "steering wheel heating function" as standard. The model 3 standard endurance upgrade version previously sold can spend 1600 yuan to buy a kit and upgrade the "rear seat heating function". The upgrade plan can be viewed through the APP or the my Tesla page of the official website to upgrade the corresponding "cold suite".
Ideal ONE car machine update
After the ideal ONE launched the 2021 model in August this year, the improvement and optimization of the vehicle machinery and interior parts have reached a good level. The focus of subsequent product development began to shift to assisted driving functions that had not been fully opened. Prior to this, Xiaopeng and NIO had their own NGP and NOP intelligent driving assistance systems respectively, and have opened up related functions such as auxiliary paralleling, high-speed intelligent assisted driving, and urban assisted driving. Until this update, Ideal did not have an exclusive intelligent driver assistance system, only the L2 level assisted driving function commonly used in the industry, that is, the conventional ACC system.
After the latest ideal ONE OTA 3.0 version software update, ideal's first "navigation assistance driving system NOA" is finally launched, and ideal also has a "weapon" with Weilai Xiaopeng. The new version of the navigation assisted driving NOA, simply put, is a navigation assistance driving system based on high-precision maps, its core changes can intelligently adjust the speed according to the navigation route, and recommend lane changes to help drivers enter and exit the ramp, helping drivers more easily cope with long-distance travel. In terms of functional experience, the comfort level of automatic follow-up, parallel assist, car acceleration and deceleration, driver assistance and seat belt correlation logic is optimized. At the same time, the dashboard has also updated the prompts of features such as the plug reminder and the two-stage reminder of the large curvature curve.
In addition to the significant upgrades to assisted driving, the V3.0 version of the OTA upgrade is also optimized for comfort. For example, the air conditioning screen panel adds mountain road lighting, wiper maintenance shortcut operation, automatic window closing of locked car, regular opening of seat ventilation, optimization of the automatic unlocking of mobile phone keys after locking of some models, etc. In addition, it is worth noting that for the 2020 model car owners, the new upgrade also adds a visual automatic parking system that supports horizontal parking spaces and vertical parking spaces, and this upgrade optimizes parking efficiency in the 2021 model.
NIO electric drive technology update / new subsidy program launched
Shortly after the launch of the 75kWh ternary iron lithium battery program, NIO officially launched a subsidy policy at the beginning of this month for users who paid a deposit to purchase ES8, ES6 and EC6 before December 31, 2021, and who pre-car on March 31, 2022, and can enjoy subsidies according to the 2021 national subsidy standard. According to the Notice of the Ministry of Finance on Improving the Financial Subsidy Policy for the Promotion and Application of New Energy Vehicles issued by the Ministry of Finance on April 23, 2020, the state subsidy will be further reduced in 2022, and in principle, it will be reduced by 30% on the basis of the subsidy in 2021. The above-mentioned car buyers, choosing the standard battery pack Weilai will subsidize 16,200 yuan, and the long-endurance battery pack will subsidize 18,000 yuan in the future. Since NIO ET7 has just begun to book, the amount of state subsidies available will be announced after the opening of Dading.
And when it comes to NIO ET7, it has to be said that it announced more vehicle details last month. One of the most technical aspects is naturally the silicon carbide superconducting electric drive system and solid-state battery technology it uses. The silicon carbide superconducting electric drive system is the second generation of electric drive of NIO, with "silicon carbide SiC" as the core. Its core technology is wide bandgap semiconductor material, which has the advantages of fast switching speed, high shutdown voltage and strong high temperature resistance, in short, stronger performance and lower energy consumption. The Silicon Carbide SiC is mainly used in the main drive of 180kW permanent magnet synchronous motor, which has the characteristics of high efficiency, high performance and high quietness. Since the silicon carbide power device can greatly improve the efficiency and power density of the permanent magnet synchronous motor drive system, it also reduces the comprehensive loss of the electronic control system by 4% to 6%, and the CLTC working condition efficiency is increased to 91.5%, optimizing the urban working power consumption performance of ET7. In addition to the silicon carbide elements, NIO has also improved the performance of THE7 by optimizing the electromagnetic motor scheme, changing the reducer speed ratio, and accurately estimating the life of the module. Due to the optimization of the internal motor, gears, noise, etc., the NVH performance of the second-generation motor is reduced by 5-15dB compared with the previous generation of electric drives.
Xiaopeng released a new car G9 / cost increase user rights and interests tightened
This year, Xiaopeng continued to exert efforts, while continuously promoting the upgrading of its own XPILOT version, new cars such as G3i and P5 were also introduced to the market. Last month, Xiaopeng even sacrificed a big move of globalization, the new medium and large pure electric SUV Xiaopeng G9, the car adopts a high-fusion hardware architecture of central supercomputing + regional control, which can be equipped with a higher performance chip, relying on computing power to focus on supporting more advanced automatic driving and intelligent cockpit functions. At the same time, the latest X-EEA 3.0 electrification architecture, XPILOT4.0, 800V fast charging and other technologies were also released.
Among them, the X-EEA 3.0 electrification architecture will be highly integrated in software and hardware, and the hardware and software can be sorted and classified according to user needs, forming a standard interface and providing intelligent function calls. XPILOT4.0 will be a collection of high-precision maps, laser components, perception and visual components, high computing power platform in one of the NGP intelligent driver assistance system, raised to a new height, covering urban, high-speed and other application scenarios of high-precision map assisted driving, functionally can support auxiliary line, in and out of the ramp, flexible increase or decrease speed, high-precision map navigation driving and other functions. As the first model of the 800V high-voltage SiC (silicon carbide) platform, the Xiaopeng G9 uses overcharge charging for 5 minutes to achieve a battery life gain of more than 200km. In the future, Xiaopeng Automobile will also lay 480kW high-voltage overfill piles to achieve the comprehensive implementation of technology.
However, for three consecutive months, the monthly delivery exceeded 10,000, and the sales volume in November increased by 270% year-on-year, and the dazzling achievement of the total delivery of 15613 units could not bring sustained growth to Xiaopeng, and the excessively fast pace increased Xiaopeng's loss. And due to the current rising parts prices, chip supply problems, insufficient order backlog capacity and other issues, Xiaopeng G3i, P5, P7 three models on sale, will begin to shrink the user's car purchase rights in mid-December, when new users will order car purchase rights will be reduced by nearly half, such as Xiaopeng P5 subsidies or a reduction of 0.4 million yuan, G3i subsidies or a reduction of 0.5 million yuan, and P7 subsidy rights or will be reduced by up to 16,000 yuan.
WM M7 unveiling / vehicle model upgrade to optimize user experience
WM's brand's most focused area this year is AVP's automatic parking technology, and it can see technological upgrades in related areas in every OTA upgrade. Last month, WM also released the new pure electric car WM7, which focuses on high-end lines. The biggest highlight of the car is the driver assistance system. It is equipped with 3 over-the-horizon lidars, 32 body position perception sensors, 5 millimeter-wave radars, and 12 ultrasonic radars. It can take into account the intelligent coverage of the whole road scene from high-frequency scene to low-frequency scene. Of course, the WM M7 is also the first model in the world to be equipped with Orin-X chip, with a maximum hash rate of 1016 TOPS. Whether it is the amount of design redundancy that considers safety, or the absolute computing power to deal with automatic driving, there is a full guarantee.
Of course, while preparing the new car, the AVP automatic parking technology on the W6 side of WM has also been upgraded to a new stage. Wima just tweeted the Living Mate 3.3 upgrade software to users last week. It has been upgraded for AVP (SOA scene programming) and human-computer interaction (full vehicle voice control, visual interaction). In terms of AVP, the HAVP function adds the ability to park on the side and automatically avoid obstacles in the pile bucket, and at the same time, the parking video can be viewed through the APP to help the vehicle improve environmental adaptability. In addition, the APA automatic parking assistance and RPA remote parking functions have been newly opened for non-fixed parking scenarios.
In terms of human-computer interaction, after the OTA upgrade, a multi-intent command function sheet has been added, and passengers in the car can issue three different voice commands at once to achieve operational coverage of 108 functions. Driver distraction/fatigue monitoring has been added to the in-car camera, which can issue a voice warning to ensure driving safety.
In addition, the UI and functions of the car machine have also been upgraded, and the new UI supports 3D car viewing, and many functions such as automatic parking, kinetic energy recovery, steep slope slow descent, tailgate opening and closing can be quickly adjusted. Users can also find new charging reminders, air purification, confessions, theater mode 4 preset scenes through the mobile APP, of course, you can also base yourself on the need to edit SOA scenes, such as multimedia, navigation, lighting, seat air conditioning pre-heating and other functions, in order to improve the comfort of the car.
At the level of energy replenishment, WM has also linked up with the Kexing APP to launch a "charging guarantee" service to improve the energy replenishment experience and claims service. The APP supports finding charging piles, navigation, charging payment and other functions. WM users can use the APP to charge, in case of bad pile can get 10 km charging coupon compensation, up to 4 times per month, the annual compensation limit of 20 times.
Zero run C11 OTA upgrade
Also earlier this month, the zero-run C11 was delivered shortly after the first OTA upgrade, and the upgrade content mainly focused on the update of functions. First of all, in terms of driving assistance, the ultrasonic radar parking position recognition function is added, and the 360 circumferential safety distance prompt is optimized. In parking spaces without parking lines, parking spaces can be identified faster by ultrasonic radar. In addition, the smoothness of the ACC's speed control and the initial power response of the driving have been optimized, and the fatigue of long-distance driving is lower.
In terms of daily use functions, the Kugou Music Recommendation Zone has added a new "Car Friends Are Listening" function, which can recommend other car friends to listen to songs. The car machine increases the 4G traffic recharge reminder, adds the co-pilot screen off screen, and extends the automatic re-locking time after unlocking. In terms of safety, the safety warning function of turn signals has been added to open the door and turn on the car, so that all traffic participants can get on and off the bus more safely.
Sharon Mech Dragon \ Avita 11 \ Celis High End AITO
It may be that the time has come, and there are many high-end brands of new energy entering the bureau this year. The three brands with the highest exposure in recent times are these three. First of all, the great wall of products blossoming in full line aimed at the high-end electric vehicle market, in the Guangzhou Auto Show last month launched its high-end brand salon car, the first model of the mecha dragon was introduced to the market at a price of 488,000 and limited quantities, with a medium and large pure electric four-door sedan, 115kWh super battery pack, CLTC endurance of 802 kilometers, high-voltage fast charging, 4 seconds of acceleration, 4 laser radar, 400TOPS computing power and other selling points did earn enough eyeballs, but the final product quality and bad evaluation of the appearance of the design, It has indeed formed the reason for the polarization of the car's reputation.
Avita 11
Like Zhiji, Avita is a high-end brand born with a golden spoon, and it also has independent business development. As a high-end brand of new energy jointly built by Changan and Huawei, the backstage is very hard. Not only does it have the full-stack solution of Huawei's HI smart car, but also the latest battery technology from the Ningde era, and Changan also puts the design precipitated on the UNI series on its body. Of course, Avita 11 is not simple, the computing power of 400TOPS is enough to support the automatic driving technology in the next few years, and the endurance level of more than 700km is also a very bright presence in the current high-end new energy vehicles. In terms of performance, due to the particularity of the motor, the acceleration time of 0-100km/h will be less than 4 seconds, and the 200kW fast charging technology is also minimizing the problem of not being anxious.
Celis high-end AITO
Also at the beginning of this month, after experiencing the precipitation of models such as the Polar Fox Alpha T Hi Edition and the Celis Huawei Smart SF5, Huawei finally started its own car-making road. AITO is a new high-end smart car brand under Theris, and the core soul technology of this brand consists of hump pure electric drive range extended range platform (DE-i) and HarmonyOS intelligent cockpit. The brand's first new car will be officially released on the 23rd of this month, and the whole chain from R&D to sales service is basically led by Huawei.
summary:
Nowadays, the new forces make cars one year a year, so that traditional car manufacturers feel unprecedented pressure. Not only is the logic and thinking of car manufacturing very different, but the time from research and development to landing of new products is about 1 year. And the follow-up function experience update speed is very intensive, car building is more and more like making mobile phones, smart cockpit, assisted driving, pure electric travel and other new concepts began to subvert the concept of traditional cars. Buying new energy vehicles is more and more like buying mobile phones and computers, replacing fast, updating and experience upgrading is also fast, of course, the traditional bulk commodity attributes are constantly being weakened, and people can't help but think about what the car market will become in a few years.