I thought that Xiaomi announced that car manufacturing has barely grasped the tail of new energy, but I did not expect that there were entrepreneurs who have poured into the tide of new energy car manufacturing, including many jidu, salon and extreme krypton cars backed by technology giants, in addition to "unknown" light orange cars, box cars and cattle cars.
However, it is obvious that the era in which these few car-making waves are located is not as good as the predecessors such as Wei Xiaoli, who has already killed the siege, and Wei Ma Nezha, who is eager to try. With the influx of traditional car companies and new car manufacturers, the field of new energy car manufacturing has become more and more intense, almost white-hot. This field is estimated that there will be no more than 5 car companies in the domestic market, and at this time, how many chances will there be for the belated back waves?
These are the back waves
"I am willing to press everything and fight for Xiaomi," Xiaomi Lei Jun said emphatically at the Xiaomi car conference.
Now it seems that this is the node of the wave after the car, and since then, a new round of car-making fever has struck again.
Baidu is earlier than Xiaomi, and has announced to the outside world in early January that it will build a car, and in early March, Baidu and Geely will establish a joint venture to establish Jidu Automobile. The final equity penetration shows that Baidu owns 54.7% of Geely's equity, which also means that Baidu has a controlling stake in Jidu, while Geely is more like a "foundry" that produces qualifications, factories and technologies.
Since then, Geely has once again launched new energy vehicles and established a high-end new energy brand, Extreme Krypton Automobile, and the first car of Extreme Krypton, has been listed on the market, and the annual order has been sold out.
Great Wall Motor's high-end new energy brand Sharon Automobile has earned enough gimmicks at the Guangzhou Auto Show. Salon Motors' first model, the Mecha Dragon, intends to create an "unusual" niche image, priced at 400,000 yuan, and 101 limited edition models were all sold in less than 4 hours.
The above-mentioned new car companies either have the aura of technology giants, enter the car manufacturing in order to form a closed-loop industry in the follow-up, or have traditional car companies as an endorsement, and entering the new energy field is an inevitable choice. Compared with the slightly inferior resume of light orange cars, box cars and Niuchuang motors and other new car manufacturers are more "lonely and courageous".
From its establishment to the debut of the first model, light orange car only took five months, before which there was little report on the Internet, until before the opening of the Guangzhou car show, I first heard about the new car company in the circle of friends.
The resume of the founder of Light Orange Motors is particularly different among many new car companies. It is understood that the founder of the light orange era, Bian Biao, graduated from Tsinghua University and has been in the financial industry for many years, and has almost no intersection with the car industry.
Moreover, light orange cars are different from Internet technology companies or housing enterprises in cross-border car manufacturing, and their founding shareholders have the back of investment companies, which is also the first case of capital personally going down. As it stands, Light Orange Has released the first generation of pure electric platform EEZI STEP1.0 and the first new car based on this platform.
In fact, Niuchuang Automobile has been established in 2018, until December 15 this year, Niuchuang Automobile officially released the Chinese brand "Self-Travel", the English brand "NIUTRON", and announced that the first product self-tourism NV will be launched in September 2022. It is understood that the model has two kinds of power, range extender and pure electricity, which has the intention of benchmarking the ideal car.
Looking at the experience of founder Li Yinan, it can be said that his debut is the peak, and he has served as a vice president of Huawei at the age of 27, and has been praised as a "genius teenager", "Huawei prince" and "Ren Zhengfei successor". Only later, due to the reasons that led to the imprisonment of Gong Bell, "my ups and downs of life, like a roller coaster", Li Yinan described the first half of his life when he founded the Maverick Electric Vehicle in 2015.
On November 4, an official micro company called "Box Car" released a poster with the words "For future travel". However, there is little disclosure about the box car. It is understood that Box Auto belongs to Beijing Box Zhixing Technology Company, which is an automotive design company that has provided automotive vehicle and parts design and development for mainstream car companies at home and abroad. It can be said that compared with the above two, it has been regarded as a light car familiar road for the automobile industry, and has a greater advantage in vehicle manufacturing.
In 2025, who can break through
2025 seems to be a node.
At the end of last year, the government issued the "New Energy Vehicle Industry Development Plan", which plans to account for more than 20% of China's new energy vehicle sales in 2025. However, based on the sales volume that broke out this year, Ouyang Minggao, vice chairman of the China Electric Vehicle Hundred Association, is optimistic that this goal will be achieved next year, three years earlier than the policy expectation.
According to the data, the cumulative sales of new energy vehicles in the first 11 months of this year are nearly 3 million, and the penetration rate in November reached 17.8%, and the China Automobile Association expects the sales of new energy vehicles to reach 3.4 million units this year.
This also means that latecomers such as Xiaomi, Sharon, Jidu, Extreme Krypton Automobile and Light Orange, Box and Niuchuang Automobile urgently need to "work hard and go fast", otherwise there will be a risk of falling behind step by step.
So, from the current situation, who among these post-waves is more qualified to enter the shortlist?
First of all, millet, salon, extreme krypton, Jidu automobile, etc., which have the halo endorsement of car companies or technology giants, at least can not run for funds. Xiaomi Lei Jun said at the Xiaomi automobile brand conference that the first phase of investment of 10 billion yuan, 10 billion US dollars in 10 years, and Jidu Automobile will invest 50 billion yuan in the next five years.
And companies like Xiaomi Jidu itself have considerable attention, and the popularity accumulated by Xiaomi over the years can be effectively converted into Xiaomi cars.
On the other hand, companies like Sharon and Extreme Krypton Automobile have their own experience in mature automobile manufacturing and marketing channels. Extreme Krypton Automobile's orders this year are all sold out, which is inseparable from the influence of Geely's backing.
It is worth noting that although Baidu Robin Li owns a 54.7% stake in Jidu Automobile, in the eyes of the outside world, this cooperation model may interfere with its subsequent development, after all, Jidu Automobile and Geely's Extreme Kr Automobile are in competition.
However, it is not that these companies will be successful in starting a business again, like Ji Krypton, who has previously been mired in the whirlpool of public opinion because of product inconsistencies and slow delivery, including Wei Xiaoli, who has almost overturned due to public opinion. New cars are no longer like the traditional car companies before to build cars behind closed doors, but to do a good job of every pass.
New cars such as light orange cars are more similar to the earlier wei xiaoli. However, the reason why Wei Xiaoli survived, in addition to his own ability, was also because he ate the dividends of new energy: at that time, traditional car companies such as Nissan Volkswagen had not yet entered the game, giving the first batch of new cars a chance to breathe.
In contrast, these car companies such as Light Orange Automobile not only entered the game late, but also did not have the endorsement of large enterprises, and their prospects were not clear in comparison.
Without the endorsement of large enterprises, financing will run through the first half of these car companies. Once upon a time, the successive collapse of the first car companies such as Byton, Bo County, and Luchi had a lot to do with the lack of funds.
He Xiaopeng once lamented that he originally felt that 10 billion was too exaggerated, but now he found that 20 billion is not enough to spend.
Judging from the current news, this year's new car construction has not revealed the funds invested. The light orange car with a capital background seems to have won the money, and its founder Bian Biao bluntly told reporters that there is no shortage of money, and it is expected that the angel round of financing will be completed at the end of the year.
Although Niuchuang Automobile has the golden sign of Li Yinan, Li Yinan's net worth is only 1 billion yuan, and its A round of 500 million US dollars financing is invested by IDG and Meihua Venture Capital and other institutions, which are far from meeting the standards of car manufacturing.
In addition to funds, these car companies also need to create their own characteristics. Such as NIO's high-end services, Xiaopeng's technology flow, etc.
With the current news, box cars as early as 2019 began to build a new electric vehicle platform suitable for B-end travel; light orange cars are characterized by modular, integrated, intelligent, customized design, and its first mass production car has been unveiled, positioned as a small pure tram, and the official introduction of the first new car is "intelligent new species".
Intelligence is the main feature of Xiaopeng Automobile's survival, in addition, many car companies have begun to move closer to the direction of intelligent technology, and it remains to be seen whether light orange cars can rely on intelligence to lay a world.
Niuchuang Automobile is the main pure electric and extended range two technical routes, but this route is not a feature, the ideal car has made a small achievement on this route, and Dongfeng Lantu has also launched the first pure electric and extended range power car.
All in all, although these car companies have more or less advantages and disadvantages, "a hundred flowers bloom, a hundred schools of thought" is not a bad thing for the Chinese auto market. Although it is inevitable that after the chaos, it will inevitably end up in a chicken feather, but only in this way can a group of leaders who stand out from it have the strength to compete with the international market.