February 2022 news: A number of new car-making forces announced the january sales report card, and all of them achieved a good start. Xiaopeng delivered more than 10,000 vehicles for five consecutive months, reaching 12,922 vehicles, an increase of 115% year-on-year; ideal ONE delivered 12,268 vehicles, up 128.1% year-on-year; Nezha ranked third, with deliveries increasing by 402% year-on-year to 11,009 vehicles, with a single monthly delivery volume exceeding 10,000 for three consecutive months; WEIlai delivered 9,652 vehicles, an increase of 33.6% year-on-year.
Zero-run vehicles delivered 8,085 units in January, up 434% year-on-year and more than 200% year-on-year for the tenth consecutive month. At present, it has three models: pure electric coupe S01, pure electric mini car T03, pure electric SUV C11, and the price after subsidy ranges from 68,900 yuan to 199,800 yuan. Last year, a total of 43,121 vehicles were delivered, an increase of 278.6% year-on-year, ranking among the top five in the new car-making forces.
According to public information, Zero Run Automobile was founded in July 2015 and is headquartered in Hangzhou, Zhejiang Province, and is currently the only enterprise with global self-development and self-manufacturing capabilities among the new domestic car-making forces, covering vehicle design, R&D and manufacturing, intelligent driving, motor electronic control, battery system development, and cloud-based vehicle networking solutions. It has obtained 7 rounds of financing with an amount of more than 12 billion yuan.
Zhu Jiangming, the founder of Zero-Run Automobile, belongs to the "layman car", he has another identity - one of the founders of the well-known security monitoring equipment company "Dahua Shares". However, in his view, "the global market of the security industry is more than 100 billion, which cannot be uniquely obtained by one company, and the cake of the automotive industry is large enough." ”
Seven years ago, 48-year-old Zhu Jiangming began his third venture. Coming from a hardware background, he has always been quite respectful of the Huawei model, so he positioned Zero Run as "Huawei in the automotive industry". He also poached Zhao Gang, a product manager who had worked at Huawei for 18 years, to serve as the company's vice president.
Relying on Dahua's capital, talents and entrepreneurial experience, zero-run cars can be said to win at the starting line. But the car did not go as smoothly as expected. It was born in the same month of the same year as Ideal Car, and the first product took more than three years to build. The Ideal ONE has become the highest-selling model among the new car-making forces, with a cumulative delivery volume of 136356 units. The zero-run S01, on the other hand, performed dismal: only more than 1,000 vehicles were delivered in 2019, only one-tenth of the sales target was achieved; and only 1,125 units were sold the following year.
The reason for this is positioning. Almost all new car-making forces started with SUV models, but Zhu Jiangming chose to start with supercars. At that time, he really did not understand how to build cars, "thought that if he made them and tested them, he could sell them", and he did not even know that the production and sales of automobiles needed access qualifications. This has also led to the outside world not optimistic about the development of zero running, and some people boldly predict that it will not live for more than a year.
Fortunately, zero running smoothly survived the difficulties, and in May 2020, the second model T03 was launched, which is a low-priced car, priced at less than 90,000 yuan, and the cumulative sales volume of the whole year exceeded 10,000 units. In October last year, the delivery of the third model, the C11, was launched, loaded with the first nationally produced ai intelligent driving chip with completely independent intellectual property rights - Lingxin 01.
Since its inception, from the battery cell, module, BMS (battery management system), to intelligent power, intelligent networking, intelligent driving three core technologies, zero running have adhered to independent research and development. Zhu Jiangming confidently said: In 2024, we will achieve full-scenario automatic driving technology and achieve anti-superiority and leadership over Tesla in intelligent driving technology.
On January 26, 2022, ZeroCar has submitted materials for listing. After "Wei Xiaoli", the new car-making forces are expected to give birth to a fourth listed company. However, some industry insiders pointed out that even if it is successful in the capital market, it does not mean that you can "sit back and relax".
At present, zero-run cars are in the second camp, not only to strive to catch up with the previous four car companies, but also to avoid being surpassed by a number of latecomers such as Xiaomi. Moreover, the main model delivered is still a mini car with limited profit margins (last year's T03 delivered a total of 38463 units, accounting for nearly 90%), and the performance of the SUV model C11 is crucial. There is still a long way to go to reach the annual sales target of 800,000 vehicles in 2025.