With the announcement of sales in the automotive market in November, new car-making forces have become the protagonists at the beginning of each month. A number of new car-making forces led by Xiaopeng have broken through the 10,000-vehicle mark, and the ideal that was once questioned and widely criticized has also ushered in a blowout, reaping a new record of 13485 delivery.
Just when Li wanted to raise a toast with all his colleagues, two diametrically opposed voices appeared in the market. Some people think that although it is a transitional product as a range extended electric vehicle, the ideal has stood on its heels, and the future prospects are promising. There are also people who think that as a transitional product, the current sales volume does not represent anything, at best it is a false prosperity.
Do those who sing the praises have any intentions?
As we all know, the current pattern of the pure electricity market has initially taken shape, the lineup of new car-making forces has tended to be stable, and traditional car companies have also begun to exert efforts on the road of electrification transformation. The outlook for the entire market is dominated by pure electricity.
Li Xiang, who started as an extender, has an unusual opinion. From Lee wanted to scold: "TMD! A bunch of stinky technology, every day rushing us BB, what range extended electric is a backward technology. What fart technology did they come up with in TMD?! "It is not difficult to see how much the ideal is against the doubts and pressures of the outside world.
But it is precisely because of these heartfelt words issued under pressure that Li Xiang's human design collapsed instantly, and it is not wrong to criticize the voice that the extender should not become the mainstream, and it is also obvious to deceive consumers with the ugly face of user thinking. (For details, see the ideal revamp)
Regardless of whether the voice of the singing is from a "friendly businessman", Li Xiang's fierce words are contemptuous. Although range extender cars are also a clichéd contradiction for new energy vehicles, if it is really complete user thinking, it should not be said in front of the owner that this pattern is lowered. Otherwise, under the banner of being good for the owner of the car, it is a twisted forced purchase and forced sale.
In addition, the car reviewer also consulted the relevant information, the extended range electric vehicle is not a new thing, as early as the last century was proposed, but it was rejected after the trial abroad. Therefore, putting aside the superficial nature of things, if the ideal insists on taking the route of extended range, the prospect is indeed worrying.
Have the people who applauded be brainwashed?
No matter how many people sing the decline, no one can deny that the ideal does have its own unique consumer group, even if there is no ideal, there may be other new forces such as dreams, and like Dongfeng and Xiaokang, they have also launched their own range-extended models Lantu and Xilis.
The advent of the ideal car solves the two major pain points of large family cars in the middle and high-income groups, namely the inability to balance mileage anxiety and pure tram experience, and the lack of space and intelligent experience of traditional luxury cars. The high-end user group has strong spending power, and the medium and long-term consumption capacity is also large. So even if the ideal pricing is high, there is a phenomenon of waving the flag for it.
From the current product point of view, the 2021 ideal ONENEDC comprehensive mileage reached 1080 km, WLTC comprehensive cruising range reached 890 km, the use of a more efficient three-in-one rear drive motor, bringing better energy efficiency, NEDC working condition heat engine fuel consumption dropped to 6.05L/100 km. The performance in many aspects is also remarkable, and the first generation of products has made a qualitative leap.
It is also undeniable that the policy is oriented, the state hopes that after five years, the average electricity consumption of electric passenger cars will be reduced to 12 kWh / 100 km, while the average power consumption of the ideal 100 km of new energy vehicles is 16.9-18.78 kWh / 100 km.
Therefore, we can't help but wonder if the concept of "user thinking" that Li wants to flaunt in his mouth is the emperor's new clothes?
Thick and thin? Strong attack?
I don't know how many people remember the first day of the ideal listing in Hong Kong, Shen Yanan stressed in the prospectus that it will take a two-wheel drive route, in short, not to give up the extender model, while increasing the research and development of pure electric products. "Ideal Car's view of the market is not simply in the pure electric car market competition, we are more concerned about the entire passenger car market."
Regardless of whether the ideal is admitted or not, the pure electric road due to the persistence of the extender and the ultra-high interest rate has made the ideal has been complacent, according to the financial report, the gross profit margin of the ideal car in Q2 2021 reached 23.3%, the first time more than 20%, an increase of 17.7% year-on-year.
In contrast, the gross profit margin of Xiaopeng Automobile in the same quarter was only 14.4%. Even Tesla, which has its own technology aura, has a gross profit margin of only about 25% in its automotive business.
As a result, the plan and program for the development of pure electricity have been delayed. In the past two years, electric models and the market have undergone earth-shaking changes, and looking back to create an independent pure electric platform, the time is already in a swing. Therefore, there is no concept of so-called thick accumulation and thin hair, and then look at Xiaopeng's attack on the low-end market and the rise of Nezha upwards, how should the ideal survive in the cracks?
To put it bluntly, as for the blueprint depicted to capital, those 4C fast-charging high-rate battery packs, carbon dioxide refrigerant thermal management systems, L4 level automatic driving and other technologies are undoubtedly boastful, and the current ideal ONE technology accumulation and disclosure, the above is just a lofty fantasy.
Online car reviews believe that the current high endurance, high energy density battery under the subsidy policy, still occupy the mainstream of the new energy battery market, pure tram although in the mileage anxiety and battery attenuation need to be improved, but it will certainly have a breakthrough. If the energy storage medium at that time is improved, then the new energy market will face great changes. After all, the new energy products and technical routes that truly adapt to the market can be truly recognized, and those opportunistic programs and products are doomed to be eliminated.
Yan Yan Wen
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Article from: Online Car Reviews
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