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After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

The concept car VISION EQXX finally debuted, in accordance with the consistent operation of Mercedes-Benz, but where the appearance - interior - front and rear rows are all open, it basically means that the car has entered a state of infinite proximity to mass production, casually looking, casually discussing, and having the ability to invest in the market in a short period of time.

Unlike many car companies that put PPT, the performance ability of more than 100 years is placed here, and it is not panicked.

With the launch of Mercedes-Benz EQXX, looking back at Mercedes-Benz's latest car-making ideas at present, it is likely that a question can be directly asked: "In this mode, the new forces and the old forces are stronger?" ", also got a preliminary answer" according to this way to build a car, the new forces are not very good to resist, or will not have a chance with the top luxury at the top." ”

The core is still a technical struggle, EQXX is very strong

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

The core of the new car-making logic of the enterprise that can be initially reflected behind Mercedes-Benz EQXX lies in 2 levels, one is that Mercedes-Benz has begun to transform the steps of traditional car-making. The traditional logic is equal to that after the project is established, the next department of the department will complete the final product, and the next department will wait for the docking of the basically complete plan of the previous department, and then carry out the corresponding debugging /promotion of its own project. For a company of Mercedes-Benz's size, this model, although relatively slow in pace, is also a way to deal with multi-sectoral relations correspondingly better. As for EQXX, the new "cross-departmental, overall collaborative promotion" was used, as for the degree of collaboration, it is currently impossible to verify, or we have to wait for EQXX to truly become a mass production car and start FOTA iteration in order to find the degree of integration.

The second core point is about the application of innovative technology, which is obviously divorced from the traditional automobile thinking, and is no longer the previous "catching up with new forces" thinking mode, such as talking about intelligent networking /intelligent driving, this time in the EQXX reflected in the Mercedes-Benz "I want to do this" senses.

Based on the current preliminary results of Mercedes-Benz EQXX, the discussion points of innovative technology applications are on the three points of energy efficiency, F1 technology and intelligent cockpit.

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

The key to energy efficiency is 1000 km + endurance performance, 100 km energy consumption is less than 10kWh, 95% energy efficiency. To achieve a single charge of more than 1,000 kilometers of data indicators, the way is relatively simple, but from so many car companies around the world can not be large-scale mass production and popularization, you can see the difficulty.

The core of the three-electric system - motor, battery, electronic control, in the EQXX have hidden a lot of information flashpoints. Batteries, the pursuit of the overall capacity target (EQXX is close to 100kWh), from the capacity can be ranked in the current automotive industry in the upper position, but the energy density is directly pulled to the level of 400Wh / L, because of the different materials this data can not be converted with Wh / kg. From the data previously released by NCM811 in the Ningde era (about 300Wh/kg), it can be used as a corresponding reference, and the energy density of EQXX's batteries has improved, and more silicon materials have also been used. Another typical benefit of this design of the equipment is that it has a 50% smaller size and 30% weight reduction in the case of a battery capacity slightly lower than the Mercedes-Benz EQS (111.8 kWh), with a total battery weight of 495kg. For reference, the battery weight of the previous Tesla Model S that was exploded was about 900kg, which is equivalent to a weight reduction of nearly 50%.

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

Motor, the current public information is the EQXX used in the motor and AMG Project ONE relationship is quite deep, but in view of the lack of public information, the only thing that can be boldly guessed at present is that it has solved the problem of the maximum power of 75% continuous output, which is a common problem encountered by the industry, after all, it is AMG technology from the track, running F1 to win the championship, which belongs to the basic ability.

In terms of electronic control, software and algorithms are the mainstay, and it is impossible to interpret its essence too much. In view of the fact that mercedes-benz EQS has undergone several rounds of professional media tests around the world not long ago, the mileage is basically equivalent to the power-down mileage, which is also a high level.

In addition to the three electric parts, in fact, the corresponding highlight of Mercedes-Benz EQXX is the overall structure, although there is no too much talk about 800V or such terms, but the key words that can be seen are that the new generation of silicon carbide constitutes a lot of power electronic equipment, and the sunroof can provide the vehicle with an additional 25 km endurance. Not surprisingly, this will belong to Mercedes-Benz's exclusive advantage in technology equipment for a long time, because under high pricing, allowing the loading of high-cost technology, there are very few companies in the industry with this ability. In the current market structure, companies and models that can allow "high-priced cover and high cost" action are, in simple terms, in fact, only Porsche Taycan, BMW iX, Gaohe, Mercedes-Benz EQS and so on.

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered
After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

The display of F1 technology, in addition to the above speculation on the motor, is mainly related to the polishing of aerodynamics. Not long ago, mercedes-benz EQS was launched, and the lowest wind resistance record of 0.20Cd mass production car was just refreshed for a few days, and it was brushed to 0.17Cd on the Mercedes-Benz EQXX. In the end, in addition to the large number of wind tunnel tests/modifications, simulation tests/modifications that everyone can guess, it takes a lot of money, in fact, from the shape and a lot of details of the body, it can also be found that the blood of F1 technology is injected. It's not just the rear structure of the non-traditional sedan, nor is it just because the front face can be closed. The structure of the front face is the more common solution on supercars, with a smaller wind area than the Smart. There is also a high-focus rear active retractable diffuser to comb through air turbulence. Extremely low wind resistance, coupled with the lightweight of the whole vehicle (in addition to the weight reduction of battery packs, the weight reduction of new materials for the body, and the weight reduction of new materials for interiors), tires have also applied new material technology to reduce weight/drag. The vehicle weight data, 1750Kg, is equivalent to the Porsche 911 car sitting on 2 75Kg people (1600kg self-weight + 150kg person weight), but also compared to the Porsche Taycan's 2.4 tons to be nearly 700kg less.

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

Cockpit, the point that can be interpreted on the Mercedes-Benz EQXX has 2 parts of the new material/system optimization. New materials, at present, Mercedes-Benz / BMW are both in the relatively rapid promotion of recyclable / recyclable new material technology applications, the benefits are very significant, environmental protection capabilities are really enhanced, car companies for cost control play will have a new model / new benefits. As for the head of the enterprise to promote, the benefits of the industry is also obvious, there will be a new round of suppliers to start this aspect of technology research and development, which means that after the cost is further reduced, more car companies can also begin to promote such technologies, but the leading development is still in the hands of giants such as Mercedes-Benz / BMW, mastering the bottom.

In addition to the material, Mercedes-Benz did not talk about too many keywords such as "hashrate TOPS" and "XXXX chip", the corresponding description is "response speed increased by 5-10 times", if according to the current MBUX equipment performance on Mercedes-Benz models, this expression is the current industry's absolute leading level. Of course, this needs to be further verified after it is really landed.

Within 1 million, can you speak unceremoniously?

At a certain point, you can say something rude. From a three-way point of view, the EQXX car, at present, can form a relatively large overlap with it, very few models.

Mercedes-Benz EQXX currently reflects the further expansion of the "moat" of no one has me, while including both traditional/innovative points.

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

The core part of the traditional part is the ability to perform, with the transformation of global auto giants in recent years, PPT/creative dot writing is beautiful enough, the effect is getting weaker and weaker. Because, the core of all consumer markets is still the ability to land / execution ability, after the establishment of the Flag, in the actual delivery process can not be performed, at present has not been able to have much damage to the enterprise, only Tesla. Weilai and Xiaopeng can quickly achieve climbing, in addition to their stronger corporate thinking, strong performance ability is the endorsement.

Returning to the matter of innovation, the simple analysis above concludes that "the cars that Mercedes-Benz can build can be done by very few car companies." "The reasons for this are not possible, including R&D capabilities, but also system capabilities.

R & D capabilities = R & D reserves + R & D investment + R & D team + user needs grasp.

System capability = ability to create brand value + allow high-priced models to be widely circulated in the market + form a high-cost and high-budget self-consistency.

After watching the Mercedes-Benz EQXX, the top luxury dream of Weilai/Tesla can be shattered

Combined with these two points, the current new forces/traditional forces are encountering basically the same situation. The problem with the convergence of new force car companies is that under the premise of a short accumulation time, value enhancement is not a simple thing. Tesla opened its popularity from the high point, and the development curve after that was constantly rushing down, so there was a conclusion that "I thought Tesla wanted to be a BBA replacement, and finally found that it was a market contender for Volkswagen Toyota".

The point that is not the same as Tesla's development route is that the foundation of China's mainstream new power brands is more solid, such as the transaction price of Weilai, which is currently stable at more than 400,000 yuan under the annual delivery volume of nearly 100,000 units; Xiaopeng's product line is from low to high, relying on a series of functional updates/higher positioning level models, such as Xiaopeng G9 delivery, the average transaction price is expected to further increase to about 300,000 yuan in the later period.

However, 500,000 yuan is obviously a hurdle, after breaking through the ceiling of 500,000 yuan, continue to be in the market of about 1 million yuan, the most core of the bright road is that it is not allowed to have shortcomings in any aspect. Including performance, innovation, sense of value, service experience, is a comprehensive behavior. Weilai/Xiaopeng and other opportunities to continue to impact upwards, the answer is yes, but no one can give the answer in the time period.

The core problem faced by traditional car companies is obviously what to carry high pricing and sales guarantees, at present, in the market, traditional car companies that have the ability to carry about 1 million yuan of price model products are very rare, and if you consider sales / comprehensive profitability, etc., it is further rare.

Another level of the problem is that whose technological innovation can achieve large-scale people without me, supporting their own IP in the era of electrification, and the answer is obviously the same as the above, very few.

Therefore, the final topic has become an eternal traditional topic. In the face of this degree of innovation, there are several car companies that can keep up with this innovation, and whether they will trust the brand. Seeing that there are opportunities in Weilai, there is potential in Xiaopeng, and Tesla's top luxury dream has gradually drifted away.

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