IAUTO
Speed Depth Attitude
Introduction |
2022/01/08
When Chinese brands gradually enter the field of performance cars, who will question the lack of technical strength of Chinese cars?
Reporter 丨 Xu Jinkai
Responsible editor 丨 Du Yuxin
Editor 丨Zhu Jinbin
Sporadic epidemics, lack of core in the industry, this is the most important problem facing the automotive circle in the past 2021, although in such an industry background, the overall automotive industry has achieved slow growth, but subdivided into various brands, but each has its own worries, millet worries about how to build cars? How does the Great Wall's sorrow grow? How does Evergrande's sorrow transform? Looking back, I found that the focus of the automotive circle this year was focused on these ups and downs.
The most anticipated - Xiaomi cars
From the beginning of last year, Xiaomi successively issued posters "Rubbing the Traffic of Cars", to March 30, 2021, Lei Jun announced that Xiaomi Group will set up a wholly-owned subsidiary to be responsible for the intelligent electric vehicle business, and then on September 1, Xiaomi Automobile Co., Ltd. was registered and established, and on November 27, the boots landed, and Xiaomi Cars settled in Beijing.
For more than a year, Xiaomi Automobile has been advancing in an orderly manner, interspersed with lei jun's visits to various car companies and the oath of fighting for Xiaomi cars. What Xiaomi's car looks like, many officials do not know, but the discussion of Xiaomi car is extremely warm. In this way, Xiaomi car has also become the most anticipated new model.
The most controversial - Great Wall Motors
WEY, Euler, Tanks, Sharon... Unconsciously, Great Wall Motors has extended so many new brands, the so-called popularity is not much, many brands have also brought a lot of controversy to the Great Wall, from the WEY brand's silly and unclear mocha, latte, macchiato, to the Euler version of the Beetle and the controversial "Euler Core Changing Door" at the end of the year, to a car of difficult tanks and salons with mixed reviews, the Great Wall has long become the focus of industry discussion.
Although the brands "blossom everywhere", but the great wall motors face difficulties are not small, from the fancy naming of a cat and a dog, to the ballet cat copying the beetle operation, and then to the salon shouting out "don't talk about the four or less", the continuous tossing of the Great Wall is feeling the stones across the river, and all this is to complete the goal of 4 million sales in 2025, some people support, some people look down, as for whether the Great Wall can achieve the goal, we walk and see.
The most "pulled down" - Evergrande Automobile
From the Shanghai Auto Show spending a lot of money to "show muscles", to the auto show scene being questioned by people "secretly photographing the bottom of the skirt" to build a car, the embarrassing situation of Evergrande Automobile has gradually begun. As a representative of real estate car manufacturing, Evergrande has brought new ideas of "real estate car making" to the automotive industry, buying a house and sending a car, starting from the car use scene, and providing a series of services such as parking and charging.
The ideal is very beautiful, the reality is quite bone, before Evergrande Automobile is listed, the real estate industry has fallen into an adjustment period, in the context of housing is not speculated, Evergrande's real estate business has been greatly affected. On December 3, 2021, Evergrande Group officially announced that there were US$260 million of debts that could not be repaid when due, and there was the first debt default of the group, and before that, the debt crisis faced by Evergrande had lasted for 6 months, during which time, there were difficulties in the payment and repayment of employee wages, bank development loans, etc. Affected by this, Evergrande Automobile has also entered the stage of difficult production, whether Evergrande can smooth mass production or will frequently release pigeons like Jia Yueting, which has also become the biggest attraction of Evergrande Automobile last year.
The most duplicitous - Huawei
"We only make parts and don't build cars, but we help car companies build good cars." Yu Chengdong explained Huawei's positioning in the automotive industry to the outside world over and over again, and on the other hand, he shouted "how is our car" at the press conference unveiled by the M5 of the Q&A, such a contradictory state shows Huawei's ambition to step into the field of complete vehicles to the fullest.
It is more worth noting that Huawei and Xilis jointly own two car brands of Qingjie and Xilis, and recently Cyrus also responded to the "suspension of production", it is not difficult to infer from such a state that Huawei and Xilis will dominate a brand, if this is true, Huawei will no longer be a simple supplier role, but will become a strong enemy of many new car-making forces.
There is no shortage of news - Tesla
It is undeniable that Tesla is a traffic harvester, at last year's Shanghai Auto Show, hundreds of car companies were busy all day, but the headlines were easily taken away by Tesla, from the day when the female owner stood on the roof of the car to protect the rights, after more than half a year Tesla has been wrapped around in the rights protection incident, claiming that consumers need education Tao Lin is more suspected of adding fuel to the fire, so that Tesla has become the focus of discussion in the industry.
In addition to the rights protection incident, Musk with an idol aura also added a lot of points to Tesla, and Musk is a master who loves to talk, and the update frequency of Twitter is second only to Trump, who advocates "Twitter rule", as long as Musk's Twitter is updated, there are netizens to conduct a series of analysis. Recently, Musk also threatened that there will be a financial crisis in 2022, although there is no excessive explanation, but after the beginning of the stock market has entered a stage of continuous decline, Musk's prediction can not be determined, but the topics led by him are countless, which also adds talking money for Tesla.
The most salted fish - Zhongtai
To ask who had the highest stock price increase last year, it was none other than Zotye. As of the end of last year, Zotye Automobile's annual increase reached 370.37%, ranking tenth in the A-share growth list. Behind the rapidly soaring stock price, Zotye has found a good home, in addition to the "same door brother" Mahayana was taken over by Maverick and BYD, Hanteng was taken over by Great Wall Motors, and the restructuring plan of Zotye Automobile was basically over.
The announcement released on December 28 last year shows that the restructuring plan of Zotye Automobile has been completed, and on January 5, 2022, Zotye Automobile issued another announcement that its eight subsidiaries have also completed the bankruptcy reorganization plan, not only that, Zotye Automobile also applied to the Shenzhen Stock Exchange to revoke the delisting risk warning, and Zotye has returned, but this time the controller of Zotye has become Huang Jihong.
The most unexpected - BYD
No one ever imagined that BYD would become the biggest dark horse last year.
According to sales data released by BYD, in December last year, BYD sold 97,990 passenger cars, up 77.9% year-on-year. Among them, new energy passenger cars soared by 236.4% year-on-year to 92823 units. For the whole of last year, bydir's total passenger car sales reached 730093 units, up 75.4% year-on-year. Among them, the annual sales of new energy passenger vehicles increased by 231.6% year-on-year, reaching 593745 units, an increase of about 2.4 times over the sales record of 2020.
This is mainly due to the blessing of DM-i series models, since the release of DM-i super hybrid system at the beginning of last year, to the qin, Song, Tang and other DM-i series models listed, consumers have maintained a high degree of enthusiasm for this fast-running provincial hybrid system, and once there was a feat of more than 100,000 orders waiting for delivery. Not surprisingly, last year, BYD was able to return to the top three of its own, and even had the ability to break the wrist with Jili.
The most ruthless car company - Toyota Motor
On December 14, Akio Toyoda released Toyota's grand plan at mega WEB Toyota Motor Theme Park: in 2030, it will have 30 electric vehicles with an output value of 35 billion US dollars, and release 15 electric models in one go. Just half a year ago, as the chairman of toyota motor group and the president of the Japan Association of Automobile Manufacturers (JAMA), Akio repeatedly criticized the Japanese government's carbon neutrality strategy, believing that the hasty promotion of electrification will seriously affect the Japanese automobile industry, and more than 5 million employees in the future automobile industry may face unemployment.
For the average person, such a rapid change is difficult to do, Toyota cut into the new energy track and put out 15 electric models, to a large extent, shows Toyota's determination to transform.
The most "favored" by capital - RIVIAN
Although Rivian's stock price has fallen so far, it has also been the closest opponent to Tesla.
Since the listing of Rivian in early November, the capital market has been full of confidence in this company with Amazon endorsement, since the listing, Rivian's market value has climbed all the way, surpassing Volkswagen, General Motors and a series of established car companies, biting Toyota and Tesla, closing on November 16, Rivian's total market value reached $146.7 billion, becoming the top three car companies in the world.
After all, it is an emerging enterprise, and it has not yet fully opened the market. On December 17, Rivian, which had no previous revenue, announced that it had achieved revenue of $1 million in the third quarter, an increase due to the company's delivery of 11 R1T models to its first customers. However, a mere million-dollar revenue struggled to support the company's earnings, with Rivian posting a net loss of $1.233 billion, a significant widening from a loss of $288 million in the same period last year, and the stock price began to decline continuously, and has now fallen to an all-time low.
The most turbulent - the Ningde era
With the diversification of car companies' choices, the status of "Ning Wang" will inevitably be affected to a certain extent.
As the leader of the battery industry, the Ningde era, the recent days are not stable, from Xiaopeng Automobile, GAC New Energy have reduced their dependence on the Ningde era, turned around and embraced AVIC lithium batteries, to Tesla, Volkswagen, Toyota have set their sights on BYD, and then BMW will incorporate Ewell lithium energy into its own supplier system, the situation in the Ningde era has become more and more delicate.
Since 2017, the Ningde era has been sitting firmly in the top position in the battery industry, and it has been more than four years now, during which not only car companies have cultivated their own battery suppliers, but also BYD lithium iron phosphate batteries, using new arrangements to make up for the lack of energy density per unit volume, under the change of such technological development and operation mode, the king status of the Ningde era has been gradually disintegrated, and this seems to have been well confirmed in the recent gradual decline in the stock price of the Ningde era.
| Xu Jinkai |
Moving forward in the midst of possession and loss...