[Smart car pie] A few days ago, the car circle has resurfaced, and Li Xiang, founder and CEO of Ideal Automobile, has publicly stated that "group car manufacturing" is a scammer, refreshing the bottom line of entrepreneurs, and this remark has aroused heated discussion among the majority of netizens on the Internet.
The cause of the incident was that Li wanted to forward a blog post about interviewing Wen Wei, CEO of Tuanche, on Weibo, with the caption: "I really can't help but have to talk a lot: those entrepreneurs who expect to find a super savior, those who hope to be able to open the second pulse of Ren Dou, and finally find liars, or most likely they are also liars." There are still people who can openly speak out of this view without shame, which really refreshes the bottom line of entrepreneurs. The essence of entrepreneurship is: rhythmic and patient long-term growth. ”
Li wants to comment on the group car to build the car
In this regard, Wen Wei also immediately made a positive response: "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. "And @ Lee thought.
Tuanche Wenwei responded to Li Xiang
The protagonist of this matter is a company called "Tuanche", and what is the specific thing about Tuanche to build a car, let's take a look at it with the Zhiche faction.
Tuanche: We're going to build a car too! Do you think it's crowded?
On January 5 this year, the official Weibo of tuanche network said in a blog post: "In 2022, we are also going to build cars!" Do you think it's crowded? ", and directly @ Weilai, Ideal Car and Xiaopeng Car. Before that, everyone had almost unheard of the news that it was going to build a car. For such a strange force, netizens have also expressed black question marks.
The group car entered the bureau to build the car
According to the data, Tuanche.com is a Chinese automotive e-commerce platform, founded in 2010, and listed on the NASDAQ in the United States in November 2018, with a total market value of less than $60 million, which is not on the same level as the US stock market value of "Wei Xiaoli".
Previously, Wen Wei had said: "With the active promotion of policies, the accelerated construction of infrastructure and the gradual maturity of related technologies, consumers' recognition of electric vehicles is rapidly increasing. In order to firmly grasp the future consumer demand, we are excited to announce that we will officially join the ranks of new car-making forces. ”
Wen Wei, founder and CEO of Tuanche
On January 14, Wen Wei also said in a media interview that he answered basic questions such as why tuanche should build cars, how to build cars and what cars to build. First of all, Wen Wei said that in addition to the commonality of industry opportunities, the biggest power of car building comes from an external team of more than 100 people. Wen Wei is very confident in this team - "I think there is at least a 50% chance of winning." For the strength of this team, Wen Wei introduced: This team can do different types of cars, including commercial vehicles, logistics vehicles, the range of more than 20 million yuan, less than 50,000 yuan is no problem; in terms of car manufacturing cycle, the fuel vehicle era international manufacturers are 48 months, domestic manufacturers have done 36 months, and the team of group cars can do 18-24 months to build cars, and also did solar energy, hydrogen energy. In addition, Wen Wei also said that he was not afraid of failure, even if the first car failed, it only takes 3 months to make another one.
From Wen Wei's description, this team gives us the feeling of being almost omnipotent, as if sun wukong who is proficient in eighteen martial arts, and this team is coming with semi-finished models, Wen Wei said that the first car will be selected from these semi-finished models, priced at 100,000 yuan - 200,000 yuan range, 2022 golden nine silver ten can be pre-sold.
Tuanche: Scammer or strength faction
Car manufacturing is not an easy task for most companies, we see so many forces entering the car, but there are very few successful cars and sales, even if successfully caused, it has been developed after a long period of hard work. Whether Wen Wei's "easy" car-making remarks are true has made people fall into thinking.
For car manufacturing, technology and finance are two important aspects. In terms of technical team, Tuanche has an external team of more than 100 people, and Wen Wei said that this team can undertake product planning, modeling design, engineering development, testing, intelligent driving, systematic integration programs, production support, supplier management and almost all other car manufacturing processes, with more than 20 years of experience in car manufacturing. If, as Wen Wei said, an excellent and powerful and experienced team is indeed the biggest driving force for car building.
In terms of funds, Wen Wei said that Tuanche is already a listed company in the United States, and there are many investors interested in this project, and there are also local governments to support car-making projects, and government forces may also become one of the solutions. He also compared with the cattle creation that had just announced the entry into the car: "We calculate that the funds used for the mass production of a car are a fraction of the new forces in car manufacturing, and Niuchuang has 500 million US dollars, and we may be 1/10 of it." ”
Assuming that as Wen Wei introduced above, there is no problem in terms of technical team and funds, then it may not be unusual for group cars to become a reality, but the unprecedented short-term car manufacturing is still "surprising".
Is it too late to enter the car?
For some companies that are watching near the car, when to enter the game is a question worth pondering. In recent years, companies that have announced their entry into car manufacturing have sprung up like mushrooms, and many people have also said that there is still time for car building this year. Missed the best time?
In this regard, Wen Wei gave his own insights: the differentiation of electric vehicles and new operating models, business models, profit models are still space, like software subscriptions and other new formats will emerge, "you don't have to worry about track crowding, there will be segmentation, the next 2 years is the last window period I understand." In addition, he believes that in the future, smart electric vehicles will not only survive a few, China's huge, level of such a complex market, cultural differences, preference differences, naturally will cause a lot of preferences, there are too many differentiated definition space on the car.
Looking back at 2021, China's annual automobile production was 26.082 million units and sales were 26.275 million units, an increase of 3.4% and 3.8% year-on-year, respectively, ending three consecutive years of decline. Looking ahead, the industry believes that the passenger car market will usher in a new round of upward cycle in 2022, and it is expected that domestic automobile sales will be 27.8 million this year, an increase of about 6% year-on-year. At present, the domestic automobile market is not saturated, and there is still a certain growth space and market potential.
The consumer culture of the car is not static, it is constantly developing and evolving, if the new car-making forces can also meet the needs of some consumer groups, then it can enter the market and get a piece of the pie. Most importantly, if the business has strong strength, it is not too late to believe when to enter the market. As for whether the group car chooses to build a car successfully, perhaps the answer will be revealed in the second half of this year, and we just need to wait for time to give us the answer.
Write at the end
For the car this piece of "fragrant food", everyone wants to occupy, just look at 2021, from the beginning of the year to the end of the year, the choice of entering the market of the enterprises are emerging in an endless stream, and just entered 2022 less than a month, there are new forces to join. In this regard, the smart car faction believes that this is a good thing, the addition of new forces shows that the automotive industry is still developing, "blood" is not coagulated, but constantly flowing, but also promotes the continuous progress of the industry. In the future, how the automotive field and car-making forces will change is worth looking forward to.