Car stuff (public number: chedongxi)
The author | Desert Shadow
Edit the | Desert Shadow
How much is the cheapest car in NIO?
328,000!
That's right
It is this intermediate sedan ET5 released the day before yesterday
▲NIO ET5
This is a car from the parameters, pricing
Clearly benchmarked against the Model 3 performance version of the model
You can even see the side profile
Some shadows of the Model3
There is also a bit of a sour 5>3 communication topic
▲ Weilai ET5 compared to Tesla Model 3
On the books, the ET5 is a very good car
But I think of him
Can't beat Tesla
Here are a few key points:
One
Time is a loss
If it is delivered in September 22
There are still more than 9 months left
At Tesla's iterative pace
There is also the progress of the German and Texan factories
Rendering of Tesla's Berlin factory
I don't know what tricks will be made to stir up this market
For example, the production capacity has come up
Another wave of price cuts
Two
The ET5 is clearly in line with the Model 3 High Performance Edition
Pricing more than 10,000 points lower is very clever
But be aware
The 3P of $339,900 is the most expensive Model 3
ET5 this 328,000 is the starting price
A little bit of optional is more than 350,000
Hit the crowd and market size
Not at all an order of magnitude
▲ Tesla Model 3 price
Plus
More than 300,000 people buy pure electric cars in this market
How big is it?
Three
Parameters give people an illusion
Thousands of kilometers of endurance...
This ET5 is a beautiful parameter
It is the top match
It is impossible for the real people to buy all of them
▲NIO ET5 power battery, endurance parameters
Not like Tesla blew it
AMD machine chips, seats and steering wheels heat these...
The cheapest models you can also get
But media coverage creates one
The illusion of being "crushed"
So we often see various
The title of the "Tesla" killer
Just like Apple also often
At various mobile phone launches
Being crushed is the same
Four
On cost control
Tesla will throw Wei to a few streets
You can feel it by looking at those parameters
Lidar, NVIDIA chips, oversized batteries...
▲Nio's ET5 autopilot chip
Which is not in the heap cost?
NIO's bargaining power in the supply chain
It will also lose a lot to Tesla
Five
You can see it from the parameter table
Weilai's relatively weak side of technology
For example, motors with basically the same power
Tesla Zero Hundred can dry up to 3.3 seconds
▲Comparison of WEILAI ET5, Model 3 high-performance version, and Xiaopeng P7
The ET5 can only dry for 4.3 seconds
It is also a battery of 7 to 80 degrees
The 3P endurance is 675km
The ET5 can only dry up to 550km
The weight of the car should be one
A big drag
Six
Entry-level Model 3 and Model Y
It will form a pinch attack on ET5
More than 200,000 can enjoy reliable assisted driving
of car owners will choose the Model 3, or even the Xiaopeng
Owners who want space will choose less than 300,000 Model Y
▲Niorai ET5 interior
Performance-conscious car owners
It can be a bit tangled
But Tesla's track mode
This detail is also a plus
People who pay attention to luxurious interiors
Should be more willing to choose Weilai
But many things are also optional
So
Where are the real opportunities for ET5?
I think it should be to grab
BMW 3, Mercedes-Benz C, Audi A4
The market for such BBA mid-level sedans
The three brothers sell nearly 500,000 vehicles a year in China
But it's hard to weaken the Tesla Model 3 and Model Y
In the pure electricity market of 250,000 to 400,000 yuan
Lethality
The above is purely personal opinion
Friends
Do you think NIO ET5
Will become a Tesla
Killer?
Chat in the comments section