Every year at the beginning of the year/closed year, we receive a lot of new information, pointing out the trend of the next year or even a few years.
You and I, who are accustomed to the new forces of car building, have seen video websites to build cars, real estate cars, PPT cars, motorcycles, games to build cars, etc. Too much, just like accustomed to Tesla's fine price adjustment, subtly becoming a regular event.
Of course, from the fourth quarter of 2021, everything is still not the same, light orange cars, box cars, Niu Chuang cars, plus the corresponding companies of the solution have entered the game, coupled with the current single-month penetration rate of new energy vehicles continuously exceeded 20%, the current situation of everything can be described as another small peak of new car-making forces entering the game.
Of course, the eternal topic is that for a company, it is never too late to enter the game. What really matters is what the new round of businesses can do, what they want to do, and what they will bring.
Mavericks build cars, visually measured resources are available / not short of money?
Behind the Maverick car, is the industry known as the "entrepreneurial genius" of Li Yinan, whether it is a genius can not be studied, but looking at its resume and existing achievements, from the field of communications to the acquisition of Huawei, to Baidu, to the financial market to play tickets, and now the most well-known - Maverick electric vehicle.
Yes, in the 40-45 million units / year sales of electric bicycles market (2020 data), can cut 1 million units (industry is expected) ranked 10th in China's top 10 electric bicycles. If you make this ranking more like, the Maverick electric car is equal to about 1,000 yuan (the price ratio + 15%) higher than the mainstream of the industry low/Emma/Tailing, which can achieve 7%, 11%, and 12.5% of the sales volume of the Top3 giant.
In other words, Li Yinan's existing high-quality project, the Maverick electric vehicle, is basically equivalent to Cadillac (230,000 vehicles sold in 2020) to SAIC-Volkswagen (2 million vehicles), such a position. In other words, the development results in a short period of time are not bad.
Also in a small-scale closed-door interview in 2021, Li Yinan also gave his relevant car-building plans and information:
In November 2018, the project was initiated and promoted, and the current round of financing of 500 million US dollars has been completed (and Li Yinan said that the FINANCING of 3 billion US dollars is basically worthwhile);
Vehicles will have both pure electric/extended range models, but pure electric priority/extended range use the core logic of pure electric models (and the current ideal ONE is exactly the opposite);
Not too short of people / not too short of production capacity, 2019 began to recruit executives, etc., autonomous driving / intelligent cockpit development in Beijing, the design core team in Shanghai, engineering team / engineering capacity in Changzhou, that is, the acquisition of the previous Mahayana car;
The vehicle will be a high-end model, with automatic driving related functions, and the vehicle can achieve full-feature coverage, which can be easily driven in the city and can also allow people to have the ability to explore (the core concept of Niuchuang);
Between Niu Chuang and The Maverick Electric Vehicle, there is no reference, no relationship, and it is completely different.
To summarize the core information revealed in its interview, Niuchuang Technology released its own car brand - NIUTRON Ziyoujia, and its first mass-produced car, the Youjia NV, will be pre-ordered from 2022 and will be delivered in September. The vehicle will have pure electric / "electric oil" 2 kinds of power forms, there will be automatic driving related capabilities, self-built factories / completed team structure preliminary construction, and the vehicle has the symbols of exploration and self-travel, which also means that it can not only be used in the city but also give the relevant labels such as "new energy vehicles + off-road" that do not appear in the existing market.
Visually, this new car-making force has avoided many problems encountered by everyone in the 1.0 era of the new car-making force, has a certain capital reserve / a certain ability to input funds, not purely from scratch but has a relevant team, not entangled in OEM / self-built factories, and directly won the relevant production capacity and engineering capabilities of weak traditional enterprises.
As for a series of other key points such as funds, senior management teams, user operations, channel construction, etc., Li Yinan did not give a clear answer in an interview, the most clear one is "after the product lands, let's say, first build the car for everyone to experience, and then progress." ”
Xiaomi car resources can be inherited, and the inheritance of calves is not necessary
In recent years, in the new car-making projects, the call for Xiaomi cars is quite high, the core reason is that Lei Jun's own deeds/gameplay/resume have their own traffic, and Xiaomi's hardware/software ecology can be extended to the automotive field to bring a differentiated consumer experience to xiaomi cars. For example, for many young people who have a Xiaomi family bucket (smart home appliances + xiao ai classmates + xiaomi mobile phones, etc.), they can directly continue their use habits after having a xiaomi car. After that, Xiaomi can have new evolution, new gameplay, and new presentation.
Looking at the various kinds of self-travelers, it is true that as Li Yinan said, there is no relationship between the calf electric car and the self-traveling family, nor should there be a relationship.
The relevant supplier company that supplies core materials for The Maverick electric vehicle in Changzhou has given us an important information point, "The account period of the Maverick Electric Vehicle is about 40 days, about 10 days later than the mainstream 30 days in the industry, the account period is about 130%, and the related manufacturing materials purchased are in the upper class of the industry, which is a two-wheeled electric vehicle enterprise with strong performance ability."
In this information, the key point revealed is that the cash flow of the Maverick electric vehicle is medium and high, the selection of materials is superior, and its rapid rise relies on new design, intelligence and so on.
If the logic of two-wheeled electric vehicles is cut into smart electric vehicles, products and brands will only have the characteristic of "selecting the best in materials". The automobile industry has never lacked "good design, good cash flow, good intelligence", and the selection of materials in the middle and upper needs time to temper, after all, there are new forces in the industry to become famous is "as low as possible vehicle cost, create the highest possible profits", but also ranked at the top of the sales list.
Therefore, what kind of car can the self-traveler build, what functions are on the car, and the final ability to perform the contract is its way to break the game. What Li Yinan said, the car was built for everyone to see, and then said, it is a more pragmatic way of promoting ideas in the industry.
Back to the theme, the new car-making forces that enter the game with range extenders/pure electric currently have 2 enterprises with good development momentum in the Chinese market, Ideal + Lantu. However, its development ideas are different, Lantu = the use of Dongfeng Group reserves + Renault advanced factory production capacity + Internet play, pure electric / range extender at the same time, the product covers a large 5-seat SUV / MPV; ideally, it is a unique way to use a range extender hybrid model, which well meets the consumption pain points of the family travel ride + high intelligent interactive experience.
The commonality between the two is currently to provide urban travel capabilities as the core, with high interaction/high upgrade capabilities, and at the same time, the price is lower than that of traditional car luxury brands, forming competition and dividing up the main market for second-tier luxury cars.
And the idea of building a car from the you family, although Li Yinan did not say it particularly clearly, it can be detected that it will produce a difference in the level of "passability and off-road" between the ideal ONE/Lantu.
Given the extreme openness of today's market, models such as the Tank 300, Tank 500, Haval Dog, Land Rover Defender and other models are recognized for being on fire. There are also many traditional car companies/new forces car companies that are considering launching smart electric vehicles with stronger passability, such as BYD is planning, and for example, self-travel is also likely to be.
Whether you can build a car as popular as the ideal ONE, there is a chance, but it is more difficult. The ideal ONE solves the intelligent interaction logic of family travel and multi-screen linkage, and only now has it begun to promote the high-level automatic driving capability/ the promotion of pure electric and supercharging platforms.
In addition to reaching the high level above, the self-traveler must overcome a higher problem to ensure the safety of high passability and the ability to get out of difficulties. This is another topic that requires a lot of time to accumulate.
Even because of the advanced research and development capabilities to play out the data model, but also like Mercedes-Benz G-Class, Land Rover Defender, Toyota Land Cruiser, Haval H9, to real road test, accumulation, more than ten years, or even decades of time.
Because the logic of engineering can not be exempted, the road test mileage and time multiples are in the traditional passenger car, in order to achieve the ultimate in high durability + passability. One of the simplest cases is that the Toyota Prado/Land Cruiser road test mileage is measured in billions of kilometers, which is why it has the current hehewei name.
Write at the end:
Of course, Li Yinan's sentence, the car was built and then said, leaving a lot of variable space.
This variable can be how much it wants to build through sex, and how much durability it wants to build. The income and the pay are basically proportional, and the higher limit will make the self-traveling NV have a more obvious difference in selling points, receive more attention and receive more orders, but also put forward higher requirements for Niuchuang's own ability. The compromise solution will make it relatively easier to build a car, but it will lack charm.
As for whether the extender can take into account the use of the city + off-road, pure electric can not take into account the use of the city + off-road, after ensuring the safety of the battery, the reliability of charging and discharging, and the stress of the motor, it will not be a particularly big problem.