At the beginning of the new year in 2022, the official of the group car network announced the construction of the car, and sent a Weibo @ Weilai Automobile, Ideal Automobile, Xiaopeng Automobile, with the text: "Do you think it is crowded? On January 16, Ideal Auto CEO Li Xiang shelled the group car on Weibo, saying that the other party "refreshed the bottom line of entrepreneurs."
As a former entrepreneur, some people say that Li wants to be harsh and should give more tolerance to "peers", and some people agree with Li Xiang's statement that tuanche network is completely sensational, so what is the truth? Has the threshold for building a car really become lower?
Is the car-making track crowded?
In the past six or seven years in China, there have been many entrepreneurs of smart electric vehicles. The first wave of car-making can be traced back to around 2013, and the most famous of which belongs to Jia Yueting's LeTV car, is now difficult to find. The second wave in 2015 to 2018, Weilai, Xiaopeng, ideal, Nezha, zero running, Weima, Gaohe, Tianji, Aiways, Xilis, Xinte, Yundu, etc. are among the leaders, and in the past two years, the car-making trend has risen again, and the entrants are obviously more well-known and more powerful, Baidu, Xiaomi, Huawei, have achieved brilliant results in their respective fields.
In addition to these new car-making forces, there are also various traditional car companies have transformed, in fact, almost no one can say how many companies in China have participated in car manufacturing or engaged in intelligent electric vehicle related industries. Today's car-making track is indeed crowded, but in our opinion this is a good thing, because as ordinary consumers, we can't tell who really wants to build a car, and who just wants to rub a heat, and time and competition is the truth to test whether the product is qualified.
Can you build a car without a specialty?
After talking about the car-making track, let's turn our attention back to the focus of this time, has the car-making threshold really become lower? We believe that starting a business is never an easy thing, and building a car is even more so. Careful observation will find that all the new car-making forces from scratch have grown to be able to eat more than 3% of the market share of their segments (more than 10,000 units per month), and they all have a significant specialty, a specialty that can become the ceiling of the industry. And this feature is easy to be ignored by the original leader, but it is valuable to users. For example, Tesla's early three-electric system capabilities, such as the user service capabilities of Weilai Automobile, such as the intelligent driving ability of Xiaopeng Automobile, such as the product capabilities of ideal cars facing home user groups. Although it is small, it has great user value and can achieve the industry ceiling under this specialty.
From the beginning of more than 300 remaining less than 10, the three Internet laymen have become the new forces in the sales of the front, rather than those senior entrepreneurs in the automotive industry, the core reason is that the leaders of Ideal, Weilai, and Xiaopeng as serial entrepreneurs, have a strong control over the rhythm, and they play their own strengths to the extreme. Of course, the specialty is not a "second pulse of the governor", but a solid investment, concentrating a firepower point, ten times the investment of talents and resources of others, and there is no shortcut.
Do the group cars have specialties?
First look at the economic strength, it is understood that the group car was established in 2009, and the group car online was launched in 2010. The main business of Tuanche.com is actually not a literal "group purchase", but mainly to do auto exhibitions, cooperate with auto manufacturers to build offline car purchase scenarios, and earn service fees. After 8 years of hard fighting, he rang the bell on the NASDAQ listing in November 2018. First of all, this company and the Internet company can only be regarded as an edge, and secondly, the company's stock price, low market value, and performance slash... As of the end of the third quarter of 2021, the revenue of tuanche was only 274 million yuan.
Looking at the strength of the team, according to Wen Wei, CEO of Tuanche, the biggest driving force for Tuanche to decide to build a car comes from an external team of more than 100 people, this team is proficient in all car-making processes, and can do more than 20 million yuan of cars, and can also do cars below 50,000 yuan, including commercial vehicles and logistics vehicles. As for the car manufacturing cycle fuel vehicle era, the international manufacturers are 48 months, the domestic manufacturers have done 36 months, and this team can do 18-24 months. To be honest, we didn't want to have a rating on this team, because anyone with a little bit of automotive knowledge knows that it's completely impossible. Xiaopeng Automobile has a back-end research and development team of nearly 100 people, are they all "touching the fish"?
Write at the back:
Even if electric vehicles are built, even if the new energy vehicle industry chain is much more mature than a few years ago, it is by no means something that can be achieved overnight. It is almost the New Year, beware of fraud, and now the people must not only prevent thieves and petty cheats, but also prevent some enterprises that are "sick and rushing to the doctor".