Lead
Introduction
Since you choose to build a car and enter a certain node, you often need certain key indicators to measure certain things.
Author 丨 Cui Liwen
Responsible editor 丨 Xu Jinkai
Edit 丨 Chic
The 2022 Beijing Winter Olympics is undoubtedly exciting for all Chinese.
As for the reason, it is very simple. Following the 2008 Beijing Olympic Games, after many years, we have ushered in the best opportunity to show ourselves to the whole world.
From the perspective of stage performance, whether it is a stunning glimpse of the opening ceremony under Zhang Yimou's helm, or the Chinese short track speed skating team winning the competition in a clean way, or the final jump of the freestyle ski women's big jump final, Gu Ailing won the gold medal with an extremely difficult action that had never been challenged before, and every moment seemed so perfect.
Looking deeper from this, I feel more and more that in this new era full of opportunities and outlets, China will become more and more dominant. Hard work, humility, tenacity and creativity have become the most precious qualities in most people.
And that explains why Su Bingtian, who stood on the track of the men's 100m final at the Tokyo Olympics at 8:50 p.m. on August 1 last year, was able to make history. In the semi-finals, the top spot in the group advanced, 9.83 seconds, breaking the Asian record and breaking the physical limit of the entire yellow race.
"I'm 32 years old, but the goal hasn't changed since the beginning, Asia includes us yellows, Chinese the first athlete to reach the 100m final, 9.85 seconds is regarded as the 100-meter limit of the yellow race, in fact, our bold words to take the first step, may be 9.85 seconds."
As a bystander, I have the privilege of witnessing more and more stories that turn the impossible into possible. Coincidentally, the focus is on the automotive industry, when the wave of electrification is rushing in, located on a new track, unlike decades ago, the joint venture brand no longer occupies an absolute dominance. Tesla, which took the lead in running, also did not continue a single big offensive.
Instead, it was replaced by a subversive revolution launched by many new Chinese forces to build cars. From catch-up to leader, it quickly becomes the mission they shoulder. It is precisely based on this background that in 2022, the collective rush to a new era of 20,000 vehicles sold per month has begun to become more and more important.
After all, in order to achieve greater qualitative change, quantitative change is ultimately needed as a support.
Ten thousand, very difficult
In fact, the original intention of today's group of topics was born after writing "January New Forces Sales: Breaking 10,000, New "Passing Lines"".
There is no doubt that standing at this node, with the expansion of their respective product lines, the improvement of brand recognition and even the expansion of the entire new energy market, if the monthly sales of 10,000 vehicles, has become a measure of similar to Weilai, ideal, Xiaopeng-like head echelon members of the "passing line".
Then, the monthly sales of 20,000 vehicles can be defined as the "dry line" that measures its future development momentum. The latter itself refers to the "Entrepreneur Confidence Index", also known as the Macroeconomic Sentiment Index.
It is a qualitative judgment made by the entrepreneur on the current operating trend of the industry in which the enterprise is located, as well as a qualitative expectation for future development and changes. The value of the prosperity index ranges from 0 to 200, with 100 as the critical value (the kuei rong line).
An index above 100 reflects that the economic situation tends to rise or improve; below 100, it reflects that the economic situation tends to decline or decline; equal to 100, reflecting that the economic situation has not changed much.
Therefore, the new forces who can take the lead in breaking through the monthly sales of 20,000 vehicles have full symbolic significance, and can really boost confidence from the corporate level.
Until then, it's important to know that the past year has been no easy feat for those of you who have successfully crossed the 10,000-month sales mark. The whole process of achieving the goal is very difficult.
"I believe that The monthly delivery of Xiaopeng Automobile Q4 will continue to increase, and finally successfully break through the peak of monthly delivery of 15,000 units." In the conference call after the release of the Q2 financial report last year, He Xiaopeng, as the founder, chairman and CEO of Xiaopeng Motors, made a confident prediction for the next terminal performance.
However, standing at that node at that time, whether it can be achieved in the end, there are too many variables and uncontrollable factors. Fortunately, as the terminal performance of P7 became stronger and stronger, coupled with the completion of G3's redesign, P5 gradually began to be delivered in batches, and Xiaopeng in September took the lead in achieving delivery of more than 10,000. In the following November and December, he broke through the 15,000-vehicle mark in a row, and He Xiaopeng fulfilled his promise.
Also in September, weilai was also delivered more than 10,000 yuan. Even if it encounters the impact of many unfavorable factors such as the epidemic, lack of core, and production line transformation, and even the entire 2021, only the three "bottom cards" that have appeared for a long time such as ES8, ES6 and EC6 can be played, but they still hand over a relatively gratifying answer sheet through strong enough system capabilities and brand image. It's just that in Li Bin's eyes, Weilai still failed to outperform the market, leaving regrets.
As for the ideal of the top three, after going around and going through the production capacity crisis, the long-awaited moment of breaking 10,000 was finally achieved in November. What is even more rare is that such achievements are achieved with the ideal ONE model.
Among the new forces that delivered more than 10,000 yuan in November, they also saw the shadow of Nezha's car. "If we hadn't started in the low-end market, it might have existed a long time ago." In an interview at last year's Guangzhou Auto Show, Daniel Zhang, as CEO, very frankly told the key reason why this company was able to break through.
In the face of the result of Nezha breaking through 10,000, there will inevitably be people who question the gold content, but what I want to say is, "At present, whether it is a black cat or a white cat, it is a good cat that catches a mouse." ”
Similarly, GAC Aeon, as a new energy brand incubated by the entire GAC Group, has been destined to be compared with the above-mentioned new forces since the moment of announcing independence. The monthly sales exceeded 10,000, and for it, it was more like a task that had to be completed. This year, all that needs to be done is to have no distractions, impacting the monthly sales of 20,000 vehicles.
Twenty thousand vehicles, close at hand
As a car editor, since entering the industry in 2019, he is responsible for all the new forces to build cars. With the continuous accumulation of time, it is also a witness to the gradual growth of each brand. And it is precisely with this "sense of companionship" that there is an inexplicable empathy between me and them.
Therefore, if you want to ask why it is so important to Xiaopeng, Weilai, Ideal, GAC Aean and even more in the bureau in 2022, crossing the "Kuei Rong Line" with monthly sales of 20,000 vehicles?
The answer is very simple: only in this way can we prove to the outside world that each child has truly grown from a toddler to an adult who can stand alone. Choosing to build a car and entering a certain node often requires certain key indicators to measure certain things.
"In the past six or seven years in China, there have been many entrepreneurs in smart electric vehicles, more than 300 and less than 10 left, and the three Internet laymen have become the new forces in which sales are running in front, rather than those senior entrepreneurs in the automotive industry, the core reason is that Li Bin, He Xiaopeng, and Li want to control the rhythm and exert their strength as serial entrepreneurs."
At the end of last year, Li Xiang, founder and CEO of Ideal Automobile, wrote such a paragraph on his personal Weibo. After seeing it, some people will once again question why they are in the new track of electrification, and it is the three seeming "laymen" who have gradually become the leaders and counselors.
In contrast, many professional managers from traditional car companies, in the face of this inevitable battle of change, always seem to be lost and unsatisfied.
My answer was more direct: determination, or determination, whether there is a determination to break and then stand, to let go. This goes hand in hand with a keen enough sense of smell and a strong enough execution.
Obviously, the former has all of these qualities, while the latter is always missing. Standing at this critical moment of this year's impact on the "dry line" of 20,000 vehicles sold per month, the decision-making ability of the helmsman largely determines the speed of achieving the goal.
At the same time, it is impossible to ignore the rapid changes in the environment such as the decline of new energy subsidies, the rise in new energy vehicle premiums, the continued ravages of the global epidemic, the lack of chips that have not eased, and the fluctuation of raw materials for power batteries.
In the past January, limited by the Spring Festival holiday, judging from the delivery results announced by several new forces, there is still a certain gap from the monthly sales of 20,000 vehicles. And in their respective hands, they also hold a few "hole cards" that have not been released on the table.
Therefore, who can break through, who can take the lead in jumping above the "dry glory line", the final result is full of unknowns. It is precisely because of this uncertainty and diversity that the direction of the story plot is undoubtedly full of points of view and expectation.
Finally, it's safe to say that, as the title of this article suggests, many things have become irreversible. After all, what the strong should do is make the impossible possible.
Twenty thousand vehicles sold every month, close at hand...
| Cui Liwen |
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