A video that appears to be the internal speech of Yu Chengdong, huawei's managing director, consumer BG CEO, and CEO of Huawei's smart car solution BU last year, has been widely forwarded recently. Mr. Yu Chengdong, nicknamed "Yu Dazui", does not have a bit of the image of a corporate executive, full of "national essence", oblivious to the opponent machine industry, and points out the automotive industry.
We are familiar with the fact that for peers, mobile phones and other technology companies have always been "friends and merchants sacrifice the magic power of the heavens", but the editor of "Dao Ge Said Car" really did not expect that Yu Chengdong would take Huawei's car customers to "sacrifice the sky", "You look at China's car factories, those companies that choose our car BU, including state-owned enterprises and central enterprises, to have brands without brands, to channels without channels, to retail without retail, product design, experience in all aspects are not GOOD, there is no line, even the new forces of car manufacturing can not do, who can do it?" If we don't enter the market and help car companies to do a good job in the design and experience of the car and sell it well, this business cannot close the loop at all. ”
Of course, what is more terrifying than this is the goal set by Yu Chengdong, he wants to overturn Tesla and BBA in a short period of time. When I saw this scene, the author suddenly thought of Zhang Chulan's sentence "dry and turn over the sky" in the anime "Under One Person", but I thought about it again, and Yu Chengdong did not seem to have reached the part of "not shaking the bilian". In case this is the pre-race mobilization of "Huawei-made car", are we not underestimating the pattern of Yu Chengdong?
The goal of no one in sight Yu always drank?
As we all know, Huawei has always been very confident about entering the automotive industry, especially "helping car companies build good cars", which can be seen from Yu Chengdong's annual sales target of 300,000. But when I really heard that Yu Chengdong wanted to overturn Tesla and BBA, my heart was inevitably still in a hurry.
Yu Chengdong said that Huawei cars overturned Tesla in 1 year, soared in 2 years, and annual sales should quickly exceed 2 million vehicles. "We will also provide a more high-end version later, and the space of Mercedes-Benz, BMW, and Audi will be more than 300,000 yuan to 500,000 yuan."
Guys, that's scary too! Although this is last year's speech, data support may also come mostly from 2020, but whether it is Tesla or BBA, it is a well-deserved industry leader, nearly 500,000 Tesla (2020) sales of Tesla, three joint efforts to suppress the second-tier luxury brands for more than ten years, decades can not lift the head of the BBA is so easy to overturn?
What's more, what is the concept of annual sales of 2 million vehicles, in 2021, the highest annual sales of domestic car companies FAW-Volkswagen sold about 1.8 million vehicles that year, which means that Huawei has more sales capabilities than FAW-Volkswagen. And even if Huawei wants to be a so-called "channel provider" and collect sales of various brands, it must be tied up by N Guanghui cars to reach the sales target of 2 million (in the first half of 2021, Guanghui Automobile will sell 378,300).
It is worth mentioning that Yu Chengdong, who is currently only selling with the Xilis brand, has not forgotten to step on the "Wei Xiaoli" three new car-making forces, "in the case of selling cars in the third year, the three companies have added up to 100,000 vehicles." And said: "We will list these two cars at the end of this year, and next year we will drive full horsepower and strive to sell at least 300,000 cars in these two cars, surpassing all competitors." ”
Looking at it this way, does Yu always drink?
As a pre-match mobilization seems more appropriate!
Seeing Yu Chengdong's video, it is not that there are no insiders to express their views directly, a senior automotive engineer explained his views on "Dao Ge Says Car", "Lao Yu's video will accelerate Huawei's decision to build its own car, which is not necessarily a bad thing." It's still good to think of it as a mobilization order to build your own car."
At this time, the author suddenly thought that Huawei seems to have the only way to achieve this goal. According to the data of the Association, from April to December 2021, the sales volume of the SF5 of Xilix was 129, 204, 1097, 507, 715, 1117, 1926, 1385 and 1089, respectively, with a total annual sales of 8169 vehicles. Judging from the sales of Thelis SF5, the sales brought by Huawei are not very high, even if THE AITO is good enough, it seems a bit crazy to double the sales volume by 30 times.
Of course, in Yu Chengdong's words, it is not difficult to see that Huawei channels may have two cars this year, as for who? BAIC's Polar Fox Alpha S and Changan's Avita 11 seem to be possible, but who dares to say that it will sell more than 100,000 vehicles in a year. As Yu Chengdong said, "If you want a brand to have no brand, you want to have no channels, you want retail without retail, and product design and experience are not good."
At this time, it seems that only Huawei personally has a glimmer of hope, of course, this is our best thoughts. But at least in this way, Yu Chengdong's goal of not being cold in the high place has a bit of a human fireworks taste, after all, those car companies that do pre-race mobilization are similar.
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