China Fund News reporter Yishan
After the "running into the game" new force of car manufacturing, the content of the recent interview with the media by Wen Wei, CEO of Tuanche, was made public, and he did not expect to be bombarded by Li Xiang, CEO of Ideal Automobile, and pointed out that it "refreshed the bottom line of entrepreneurs".
In this regard, Wen Wei responded that he did not expect that the first shot of the Long March came from Mr. Li Xiang. He said, "No one should consider himself a prophet."
It is reported that the car-making team of the group car has about 100 people, which can undertake all the process work of car-making. Wen Wei is also very confident in this team, believing that there is at least a 50% chance of winning, and he will be all in the future in building a car.
More than 100 people in an outside team, almost omnipotent
On the morning of January 16, a self-media blogger published a report article interviewed by Wen Wei, CEO of Tuanche, "Most of the new car-making forces are racking their brains in order to find a weapon to take advantage of, and we are racking our brains in the arsenal." ”
According to the Automotive Business Review, in addition to the commonality of industry opportunities on the issue of why cars are built, Wen Wei said that the biggest driving force for the company's decision to build cars came from an external team of more than 100 people. This team can undertake product planning, styling design, engineering development, testing, chassis, three electrics, intelligent driving, intelligent cockpit, systematic integration program, production support, supplier management of almost all car manufacturing processes, with more than 20 years of car manufacturing experience, in the technology, prototypes have precipitation. Wen Wei is also very confident in this team, believing that there is at least a 50% chance of winning, and he will be in the future.
In the team car, Wen Wei is more frequent, including: "This team can do more than 20 million yuan of cars, but also can do less than 50,000 yuan of cars, including commercial vehicles, logistics vehicles." "The international manufacturer of the car manufacturing cycle fuel vehicle era is 48 months, the domestic manufacturers have done 36 months, and our current team can do 18-24 months." "The technical route prefers pure electricity, and the choice is relatively large. This team has done solar energy, hydrogen energy. "It doesn't matter if our first car fails, we can make another one in 3 months." ”
In Wen Wei's description, this team is almost omnipotent, and is with semi-finished models to come, the first car will be selected from these semi-finished models, "the first car using mature programs, mature technology, mature suppliers, the quality of the product itself, quality control is completely mature and controllable", and the price of the first car will be in the range of 100,000 yuan - 200,000 yuan, in 2022 The golden nine silver ten can be pre-sold.
According to public information, Tuanche was established in September 2012, before being an automobile trading and service platform, in November 2018, Tuanche successfully landed on the NASDAQ listing transaction, becoming the first domestic auto new retail stock listed in the United States, with an issue price of $7.8.
In terms of performance, due to the impact of the epidemic and the global chip shortage, the company's net income in the third quarter of 2021 was 61.1 million yuan, a year-on-year decrease of 38.9%; gross profit was 46.8 million yuan, a year-on-year decrease of 35.1%. In addition, the company held 65 offline auto shows in the third quarter, a year-on-year decrease of 57.2%.
However, the company remains confident about the future. At the beginning of the year, Tuanche issued an announcement that it would form a new electric vehicle business line by forming a team including design, research and development and production, and enter the field of electric vehicle manufacturing.
Yu Chenxi, deputy chief financial officer of Tuanche, said that the company's performance in the third quarter was affected by the epidemic and the decline in the overall automobile market. However, "with the entry of tuanche into the field of electric vehicle manufacturing, the company has opened up a new path while better meeting consumer demand through continuous innovation." ”
In terms of stock prices, as of the close of trading on January 14, Tuanche was quoted at $2.76 per share, a decline of more than 27% in the past year. The total market capitalization is $55.6 million.
Li wants to shell: refresh the bottom line of entrepreneurs
Shortly after the release of Weibo, on the afternoon of January 16, Ideal Auto CEO Li xiang forwarded and commented on this table Weibo, bluntly saying that he could not help but "mouth a big mouth", indicating that those entrepreneurs who hoped to find a super savior, those entrepreneurs who hoped to be incompetent by opening the second pulse of Ren Dou, and finally found that they were generally liars, or most likely they were also liars.
For the views shared by Wen Wei, the ideal said: "There are still people who can openly tell this view to the public without shame, which really refreshes the bottom line of entrepreneurs." ”
Finally, he said that the essence of entrepreneurship is: rhythmic and patient long-term growth.
For Wen Wei's car-making views, many netizens have also expressed their views.
Some netizens said that a backstage R & D team of their company is already 90 people, and the team of more than 100 people can contract all the car-making processes; some netizens say that they dare not buy a car built in 18 months;
Some netizens also ridiculed the 100-person team of the Dao Tuanche as "Edison per capita".
After shelling The CEO wen Wei, Li Xiang also shared a thousand-word long article to express his views on entrepreneurship, and divided it into 0-1 verification stage and 1-10 growth stage. He said that "the three fools of car manufacturing completed the verification period from 0-1 in 2021, and everyone has eaten about 3% of the market share in their own market segments, such as the ideal car eating 3% in 250,000-500,000 passenger cars." ”
Li wants to believe that whether it is an enterprise or a manager, the specialty is not to open the second pulse of the governor, but to invest solidly, concentrate on a fire point, ten times the investment of talents and resources of others, and there is no shortcut. "Don't try anything, either do it with all your might or die early."
Li wants to say that there are many entrepreneurs in China's smart electric vehicles in the past six or seven years, more than 300 are less than 10 left, and the three Internet laymen have become the new forces in the front of sales, rather than those executive entrepreneurs in the automotive industry, the core reason is that Li Bin, He Xiaopeng, and Li want to control the rhythm and mental strength as serial entrepreneurs. The worst entrepreneurs in this round of failure are often the executives of multinational auto companies, most of whom want to do the stage from 10-100, "We often say that there is no apple life (people and resources), and there is apple disease (random recruitment and spending money). ”
In this regard, Wen Weifa, CEO of Tuanche, responded on Weibo, "I did not expect that the first shot of the Long March came from Mr. Li Xiang. Apart from rhythm and patience, have you forgotten your vision and judgment? Wasn't Feng Sihan's repulsion that he had seen his eyes spray too early? Therefore, no one should think of themselves as prophets, nor should they be the ones they hate the most. ”
Li wants to post the intelligent driving report card, leading experts to publicly question
In terms of ideal cars, it has just triggered a controversy about intelligent driving.
In recent years, with the continuous development of new car-making forces, many automobile companies have also begun to turn their attention to the field of intelligent driving. On January 11, Li Xiang posted the report card of the ideal car intelligent driving research and development in 2021, he said that the company's initial financing was limited, can not support the self-development of intelligent driving technology, this situation has a fundamental turn after the IPO of the ideal car in 2020, in the past 2021, the ideal car in the technical product delivery level an important change is intelligent driving.
It is understood that in the annual AEB (active safety) test of The Car Emperor, Li Xiang Automobile has obtained "excellent" evaluation in many areas of testing, and won the championship term, and at the same time participated in the evaluation of BMW 5 Series, 6 Series GT, Mercedes-Benz E-Class, including Cadillac CT4, Volvo XC60, Subaru Auror Tiger and other models.
Unexpectedly, this remark attracted public questions from experts.
Late on the night of January 12, Professor Yang Min, chief scientist of the National 973 Program project and Fudan University, said that the intelligent driving of the new forces of car manufacturing is generally L2, and some are said to have reached the L4 level. But is it really possible to use it on a large scale for smart driving? Professor Yang Min's answer was no.
Professor Yang Min admitted that safety researchers feel that the safety of automatic driving is not as fragrant as imagined, which is the latest driving system safety test platform developed by their team, and after testing a certain L4 level system, he said that "driverless cars will inevitably have vehicle collisions when they meet certain conditions." ”
According to the research content of the System Software and Safety Laboratory of Fudan University provided by Professor Yang Min, in the test GIF, the test driverless vehicle did not slow down when the car in the adjacent lane suddenly accelerated and changed lanes, but directly forward and collided with the vehicle.
Professor Yang Min said: "The test system found hundreds of cases of vehicle collisions in only one week, of course, these are extremely unlikely events in the real world. But there is also a saying that every snowflake of the times falls on an individual is a mountain. ”
Although the controversy is constant, the development of intelligent driving in recent years is still very rapid, especially the L2 level intelligent driving is accelerating its penetration. According to the data of the "Gaogong Intelligent Automobile Research Institute", from January to November last year, the number of L2-level ADAS in the front equipment of China's new cars (joint ventures + independent brands) was 3.3851 million units, an increase of 78.33% compared with the same period last year, only lagging behind the L1 capacity of about 70,000 vehicles.
It is understood that the activation and use of the current ideal development of NOA navigation assistance driving has exceeded 60,000 units, even exceeding the sum of other brands of navigation assistance in the Chinese market. Li Xiang said that the company will take NOA navigation assisted driving as standard for a long time, "because the safety of a family is only standard, there is no option." ”
Edit: Xiao Mo