[02:57] Over the next five to ten years, the industry landscape of electric vehicles
[08:46] The penetration rate of new energy vehicles exceeds 20%, and the market inflection point has arrived
[16:05] There is no "one trick" in the automotive industry
[24:42] Will the service still be a differentiated way of playing in Weilai's organizational system?
[30:31] Tesla's challenge is different from that of domestic cars
[37:09] The challenges NIO is facing
No one is talking about whether an electric car should be bought or not.
According to the data of the China Association of Passenger Vehicles, in the past 2021, the penetration rate of new energy vehicles in China has exceeded 20%, and the sales of new energy vehicles in 2022 are expected to exceed 6 million. Behind Volkswagen's increasing acceptance of new energy vehicles, new car-making forces such as Weilai, Tesla, and Xiaopeng are pushing the entire market forward.
For these Chinese car companies, behind the growth momentum is a once-in-a-century opportunity to overtake in curves. But as Li Bin, a guest of this issue, said, the automotive industry is not a winner-take-all market, and there is no "one-trick" way to play all over the world. On the one hand, veteran car companies are catching up; on the other hand, xiaomi, Apple and other technology giants are also laying out this market, and how to do a good job in technology and team systematization under the new market pattern has become a new challenge facing domestic new car manufacturers.
How will the global automotive market evolve in the future? Referring to NIO's business thinking path, we may be able to find some clues.
About the show
Yang Xuan: Editor-in-chief of 36Kr, initiator of Deep Kr, judge of Tencent Guyu Award, former chief writer of CBN Weekly. He has more than ten years of reporting experience in the field of business technology, managed a first-class reporting team in the industry, and traded a number of in-depth reports on screen brushing, and has won awards such as Media of the Year, Best Investigative Report, and Best Industry Report.
In this rapidly changing and information explosion world, follow Yang Xuan, in the "business WHO sauce", and smart people from all walks of life, chat about the materials that cannot be seen in the text report, and explore the key issues and essential logic behind the business.
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