On March 10, NIO completed its listing on the Hong Kong Stock Exchange.
This is the second time that Weilai has embarked on the capital market after landing on the US stock market in 2018, coupled with Xiaopeng and Ideal, who have previously completed the listing of Hong Kong stocks, "Wei Xiaoli has gathered again".
In the same market environment, Wei Xiaoli feels sorry for each other and is also riveted to expand the market. In 2022, the three extended this relationship to the "400,000-level SUV market".
Judging from the currently open new car planning, the ideal L9, Weilai ES7 and Xiaopeng G9 will all enter the 400,000-level SUV market this year, rather than breaking the status quo of the "spindle" market held by new energy.
In contrast, only one of the SUV markets that have reached the 400,000 level has tasted the sweetness, and the other two have not yet set foot.
The latest developments are:
Ideal Cars releases the latest information about the second new car, the Ideal L9, at a frequency of weeks, including smart cockpit, interaction, sound system and seat configuration.
In 2022, as a big year for the delivery of New Car of NIO, in addition to ET7 and ET5, ES7 is also poised to go.
Xiaopeng Motors continues to keep a low profile, with no new news since it debuted at the Guangzhou Auto Show last November.
Coincidentally, all three new cars will be unveiled on the same stage at the Beijing Auto Show in April this year, with the Ideal L9 and NIO ES7 making their world debuts, and the Xiaopeng G9 likely to unveil the interior for the first time.
01
Ideal L9: Flagship, Extender, Family
Ideal L9 As the ideal second model, Volkswagen's expectations for it are very high.
Ideal ONE, as a medium-sized and large-scale SUV with explosive product strength, achieved more than the sum of all medium- and large-sized SUVs sold in the volkswagen Market in a single month last year, and became the only self-owned brand model in the luxury SUV market to enter the top five in 2021.
For the ideal L9, it is not only necessary to inherit the product capabilities of the ideal ONE, but also to continue the honor of "explosive SUV" with brilliant results.
In order of naming, the ideal L9 based on the X platform should be called "Ideal TWO", but in order to avoid subsequent harmonic stems, it is deprecated.
The original internal code name X01 has not been used, probably because this time is a big car after all, first of all, the number is the largest, and secondly compared to the competitive BMW X7, Mercedes-Benz GLS are one level higher, so the use of L not only represents the initial of the length, but also the ideal initial.
Until recently, the ideal official has successively announced the name, interior and appearance of the new car, allowing us to take a look at the interior and appearance of the ideal L9 in advance.
From the official map, the first half is very similar to the ideal ONE, but the previous intake grille has been changed to the popular closed type, and the lateral half of the side profile is slightly biased towards the BMW X7, and the tail is more rounded than the ideal ONE.
In addition, the position of the ideal L9 roof lidar is different from the current popular design, the same is the use of a watchtower-style roof layout, the difference is that its high-level oblique camera does not use a "horn" design, but on the two sides of the rearview mirror connecting bars.
The roof part is equipped with Hesai AT128 lidar, which can achieve a 120-degree viewing angle and a detection distance of 200 meters.
From the perspective of sensor specific configuration, the ideal L9 will most likely use a combination of 5 millimeter wave radars + 12 ultrasonic radars like the ideal ONE, and is equipped with sensors including 4 surround view cameras and 7 ADAS cameras.
Compared with the exterior part, the ideal L9 interior of the recent ideal official spoiler also attracted a lot of attention from the outside world:
The Ideal L9 adds an innovative 5-screen interactive mode that takes the audiovisual and entertainment experience of smart cars to a whole new level.
The most eye-catching thing is the 3 15.7-inch vehicle specification OLED screens in the car - the vehicle center control screen, the co-pilot entertainment screen, the rear cabin entertainment screen, and the 3 screens all support 3K resolution.
This configuration is the ceiling of all production SUVs currently on the market.
In addition, the smallest and most creative screen among the five screens is called the safe driving interactive screen, which uses Mini-LED and multi-touch technology, with a considerable HUD, in addition to displaying relevant driving information, it can also achieve touch-based interaction including navigation, intelligent driving and other functions.
Like the Ideal ONE, the Ideal L9 is an extended-range model.
But the difference is that the ideal L9 uses a four-cylinder range extender, and also has the same Mianyang Xinchen Power 1.5T engine from BMW.
The drive motor of the ideal L9 is driven by two motors front and rear:
Front motor 130kW, peak torque 200N·m;
Rear motor 200 kW, peak torque 400 N·m.
The ideal L9 will have a range of more than 1,000 kilometers, of which 800 kilometers are fuel-fueled and 250 kilometers are pure electric. The ideal L9 not only surpasses the ideal ONE in terms of pure electric endurance, but also exceeds the pure electric endurance of most hybrid models currently on the market.
In general, compared with the ideal ONE, the ideal L9 has been qualitatively improved and improved in the car, inside, outside and sound quality.
02
NIO ES7: Challenge BMW X5 L
At present, there is very little information about NIO ES7.
The latest news is only a routine marketing communication meeting at the beginning of the year, when Weilai President Qin Lihong announced that its new model ES7 will be released in April and is expected to be delivered within the year.
We can only piece together the whole picture with bits and pieces of information.
ES7 is actually an earlier explosion of Weilai's internal code name "Gemini" Gemini model, positioning medium and large five-seat SUV, between the level of ES6 and ES8, and ET7, ET5, based on the Weilai NT2.0 platform.
Judging from the spy photos previously exposed, Weilai ES7 will continue to use the current family design language, and the overall outline of the appearance tends to be ES6, but the body is significantly longer.
It can be seen that the top of the ES7 adopts the same design as ET7 and ET5, that is, a "watchtower" type lidar in the middle and a high-definition camera with "horns" on both sides.
Therefore, coupled with the family design of the front face, we can roughly infer that this is a combination of the roof of the ET7 and the body of the ES6.
Since the ET7 is used on the same roof, it is most likely to use the equivalent 300-line lidar developed by NIO and Tuduitton, with a maximum detection distance of 500 meters and an ultra-wide viewing angle of 120 degrees.
This is currently the farthest seen in the car-level sensor, and the performance is undoubtedly the strongest at present.
The ES7 is also highly likely to include lidar, NVIDIA Drive Orin chips, Aquila supersensitive systems, Adam supercomputing platforms, and Qualcomm Snapdragon 8155 car chips.
In other words, the hardware level of the ES7 is at least the same as that of the ET7.
In terms of interior, ES7 has not yet had more news to break, but it is not surprising that it will maintain a very simple design like ET7 and ET5.
The design of the 10.2-inch LCD instrument panel, the 12.8-inch AMDLED central control screen, the extremely advanced material, and the ceiling-level hearing system will not be absent.
As can be seen from the ET7, which was publicly test-driven some time ago, NIO's interior is increasingly trending towards the "second living room" route that presents warmth, technology and luxury at the same time.
This simple smart cockpit creates a sense of technology at the same time, but also brings you a sense of luxury that goes straight to the door of the brain.
In terms of price, according to its positioning between ES6 and ES8, the body size and price range of ES7 will also be roughly between the two, the length of the car is about 5 meters, and the main market is 40-500,000 yuan.
If you use the battery rental scheme BaaS, the price will be reduced by about 100,000.
03
Xiaopeng G9: Appearance and connotation are online at the same time
Compared with the ideal L9 and NIO ES7, xiaopeng G9 is the only model that announces the appearance and shows the whole vehicle in good condition to the public.
However, the official still has not announced the body size, battery life, interior and price information.
Xiaopeng Automobile's current product line has two platforms:
One is the David platform that defines the 2600-2800mm wheelbase;
One is the Edward platform with a wheelbase of 2800-3100mm.
Among them, G3 and P5 are based on the David platform, and the G9 and P7 are based on the Edward platform.
In terms of appearance, it can be seen that the Xiaopeng G9 as a whole still inherits the current family design of Xiaopeng Automobile, including: the front face X Robot Face, the through-type daily running light, the large size of the black spoiler trim and other common elements have been retained.
At the same time, the left and right sides of the headlight fusion lidar is also a highlight of the Xiaopeng G9, similar to the same door brother P5 position, compared to those on the side of the body or the top of the body protruding a piece to place the radar element, this design is more coordinated.
Although the position layout of the two G9 radars is similar to that of the P5, the lidar suppliers of the two are not the same. The P5 is equipped with Livox from DJI Incubation, while the G9 is replaced by Sagitar Juchuang's MEMS LiDAR M1.
In terms of cameras, the G9 will be equipped with two 8 million high-pixel front-view cameras, and a number of 3 million pixel high-definition driver assistance cameras around the body, compared with the 2 million pixel cameras on the P5 and P7, the G9 will have a significant improvement in visual perception.
At the same time, G9 will also comprehensively upgrade the urban high-precision map granularity, urban centimeter-level positioning, urban scene automatic driving prediction planning, and domain controller architecture for high-speed communication to optimize the urban NGP effect.
In addition, the G9 began to adopt a new electrical and electronic architecture X-EEA 3.0, which Xiaopeng called the industry-leading generation of electrical and electronic architecture.
Its core is the synthesis of traditional decentralized multiple vehicle processing modules into a highly converged hardware architecture with central supercomputing + multi-area control.
Simple understanding, is through a strong computing power of the central processor to complete the tasks completed by multiple modules in the past, so as to achieve higher efficiency.
This architecture supports more powerful driver assistance sensor hardware, making it the first production car to support the XPILOT 4.0 Intelligent Driver Assistance System.
At last year's Xiaopeng 1024 Technology Day, Xiaopeng released the city-level pilot assistance system NGP for the first time, and decided to push this feature to consumers in the first half of 2022 with the XPILOT 3.5 system version.
At the same time, Xiaopeng also defined XPILOT 4.0 as an all-scenario intelligent driver assistance system, but the current news about XPILOT 4.0 will end in 2021 like G9.
In addition, according to the rhythm of Xiaopeng, the G9 may become China's first mass-produced 800V high-voltage SiC platform car - to achieve overcharge 5 minutes, energy replenishment capacity of more than 200 kilometers, and will lay 480kW high-voltage overcharge pile in China, and Tesla V3 charging pile Current maximum charging power is only 250kW.
In terms of reducing power loss, Xiaopeng also has a move to introduce silicon carbide power components for the electric drive system.
Compared with traditional IGBTs, which can significantly reduce the loss of electrical energy inverters, it is widely believed that silicon carbide can increase the battery life of vehicles by about 3%-6%.
The G9's own drive system is based on an 800V high-voltage platform, and equipped with silicon carbide components, it is expected that the G9's endurance performance will be about 10% higher than the current model of the same class on the market.
That is to say, its NEDC range is expected to be around 650 kilometers, and even in the single motor version, it is expected to exceed 700 kilometers.
04
The battle of the Wei Xiaoli pattern
In the Red Sea market of SUVs, each company has come up with the strongest platform under the brand.
The ideal L9, WEILAI ES7, Xiaopeng G9 represent the most powerful product design and R&D and manufacturing capabilities in the current domestic new forces and even in the entire new energy field.
From the product point of view, the ideal L9 as a full-size SUV, the biggest difference between the ideal L9 and the ideal ONE is to further use the product to perfectly interpret the concept of car and home.
The familiar and good experience is just right to create a comfortable image of a new era super daddy car.
Xiaopeng G9 is Xiaopeng's flagship product that assumes the responsibility of brand upwards, the responsibility of showing Xiaopeng's complete intelligent driving technology, and the responsibility of occupying the ecological niche of large-scale pure electric SUVs in the new energy market.
From the appearance alone, it follows a minimalist, pure design logic to show a different sense of luxury, and this sense of luxury is more in line with the group pursuing Tesla.
As for WEIO ES7, even if the market in this field has been fighting for many years "866", from the perspective of level positioning and specific product strength, ES7 is not an upgrade of any of Weilai's first-generation SUV products, but a further market segment.
As Weilai CEO Li Bin said, "The total market size of luxury brands is about 3 million vehicles, and Weilai strives to achieve one of the three worlds in 5 years or more."
The ideal L9, NIO ES7, Xiaopeng G9 as a new stage of Wei Xiaoli models, without exception equipped with lidar, high computing chip, 8 million pixel camera and so on.
In the case of hardware convergence, the three companies have also adopted a full-stack self-research method at the level of automatic driving algorithms, and at this stage, Ideal AD, WEILAI NAD, and Xiaopeng XPilot have more or less outlined their general layout in automatic driving.
With the arrival of these three models, the first batch of domestic car companies to open up the three scenes of "high-speed, city, and parking" at the same time are none other than "Wei Xiaoli".
Then, with the appearance of many heavy "weapons", Wei Xiaoli's previous tacit understanding of stable development is bound to be broken, and then reach into the hinterland of the opponent to fight. The qualifying race of the new car is getting more and more exciting.
"The Heart of the Car · The connoisseur said" trailer
On Thursday, March 17, 20:00-21:00, Juefei Technology CEO Li Dongmin will be the guest of the heart of the car · Experts said, talk about "fusion perception full-stack empowerment, breaking the commercialization of intelligent driving".