Li Yinan wants to build a "self-traveler".
Regarding the news that former Huawei vice president Li Yinan built a car, there are too many vague voices in the market. Recently, the dust has finally settled. The official release of the new car brand NIUTRON, Chinese "self-traveler".
"Self-traveler" positioning high-end, range extender and pure electric technology "double line" to create is one of its highlights. But the car is a very expensive thing, many brands are built and built, there is no follow-up, as a new domestic force and a new brand, how is the strength of "self-traveler"? Can it occupy a place in the new energy market?
1
Li Yinan built a car, and "Self-Traveling Home" was launched
On December 15, Li Yinan, former vice president of Huawei, officially announced the construction of the car.
He has had life experience from Huawei's "prince" to a humble "prisoner under the order", and his heart is full of the desire to recreate miracles. This entry into the car is his fifty-one-year-old business again. How many fifty-ones can there be in life? Li Yinan made up his mind.
In terms of brand name, it is officially identified as NIUTRON, symbolizing the spirit of exploring the world. Chinese name is "Self-Traveling Home". At the same time, Li Yinan expressed his personal pursuit and vision. "I want to provide users with a comfortable and comfortable travel experience."
"Self-Traveler" sounds catchy and is excellent to understand and remember. So, what was its first car like?
The first product is positioned as a high-end medium and large SUV from the Youjia NV, focusing on urban off-road style. Further news, since the Tour NV has carried out three rounds of engineering trial production, R & D test mileage of more than 1 million kilometers, the first round of winter and summer tests has been completed, the second round of winter testing is underway.
The time for the new car to be launched has also been preliminarily finalized. Since the Touring Home NV will be listed in the first half of 2022 and will accept reservations, it will be launched at the Beijing Auto Show next year and will be delivered in September of the same year.
At the technical level, the self-touring car will be in the direction of pure electric BEV and extended range electric EREV in parallel. And brings the self-developed Gemini twin platform. Two powertrains are available.
Judging from the progress of the new car, it seems to be going well. When the competition in the new energy market was fierce, Li Yinan did not relax. It can be noted that the positioning and power system of the self-touring NV is almost the same as that of the current ideal range extender model Ideal ONE. This also means that the curtain of the contest between Li Yinan and Li Xiang will slowly open.
2
Or will be a high starting point, declaring the benchmark ideal ONE
In November, the sales volume of "Wei Xiaoli" exceeded 10,000. Among them, the ideal sold 13485 units on the ideal ONE model alone. This shows that the market demand for extended range electric vehicles is still huge.
Since the arrival of the tourer, it can provide consumers with the option of one more range extender model. However, compared with the market share of the ideal ONE, the current self-tourer is still in a blank state, and the market competition pressure of the future self-tourer is very large. However, in terms of price, the ideal ONE is priced at 328,000 yuan, and it is reported that the first car of Youjia is priced at about 200,000 yuan, and there is still a certain competitive advantage in terms of price. In addition, there is also a point of differentiation between Self-Tourer and Ideal ONE, that is, Self-Traveling Home will simultaneously launch pure electric models based on the same platform.
Regarding the range extender or pure electric, which piece is more promising, the industry has been controversial, many views believe that although the battery technology is not mature at the moment, the extender has transitional significance, it is worth encouraging the development, but pure electric vehicles are the real future. And most car companies spend money to declare pure electric (BEV).
Whether it is a range extender or pure electric, in the route of car building, Li Yinan chose to walk together on two legs, which can be seen that he urgently needs to prove himself. And building a car is not only a technical work, but also a lot of money, does Li Yinan, who started again, really have enough confidence?
3
"Self-traveler" to build a car, where does the money come from?
In 2018, Niu Innovative Energy Technology NIUTRON car-making project was established, compared with the new car-making forces Weilai, Ideal, Xiaopeng, Weima, etc. established in 2015, Li Yinan's entry into the car-making process is like catching up with a late set. Can he become a latecomer, does Li Yinan have enough support? After all, the project of landing a car will cost a lot of money.
At present, Youjia Auto has completed a series A financing, with a total of 500 million US dollars. Next, we will also face a series of places that need to spend a lot of money, such as production line transformation, product research and development, and the opening of directly operated stores. However, Li Yinan said, "The car is a high threshold attribute of funds, and it takes less than $3 billion to do the whole thing, and Niu Chuangxin Energy now has a high probability of financing so much money." ”
$3 billion to build a car, is it enough? There's a question mark here.
He Xiaopeng, CEO of Xiaopeng Automobile, has calculated an account. He said, "The new forces build cars from 0 to 1 in the first step of 20 billion yuan, and the second step is definitely more than 30 billion yuan." "Obviously, without continuous capital injection, the project of car manufacturing is likely to be interrupted."
According to the calculations of relevant agencies, the new forces need at least 80 billion yuan of annual revenue to reach breakeven. 80 billion is not a small number. Prior to this, there were also car companies that had failed or been marginalized because of the problem of capital losses, such as Byton, Borgward, Sailing and so on. Of course, in addition to funds, production and manufacturing, market channels, and brand building are all places that self-travelers need to break down one by one.
From highlights to lows, from calf electric to self-propelled home. The market has undergone earth-shaking changes, and the only constant is li Yinan, who still wants to create a miracle. Since I chose to go far away, I only cared about the wind and rain. Entering the field of intelligent electric vehicles, the sword refers to the high-end, whether the self-tourer will stir up the entire new energy market and become an independent new energy head brand, we will wait and see.
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