Lead
Introduction
"Cow" everyone will blow, the key is to see who let it land first.
Author 丨 Cui Liwen
Responsible editor 丨 Cao Jiadong
Editor 丨Zhu Jinbin
Yu Chengdong, CEO of Huawei's consumer business and CEO of Smart Car BU, is a well-known "big mouth" in the industry, and has set up a variety of Flags at new product launches, which has become a reserved program that everyone expects.
Among them, the most famous is the sentence, "Huawei will surpass Apple in three years, surpass Samsung in five years, and achieve the first place in global mobile phone sales." ”
Even if from the result, limited by many external force majeure, it has not been completed so far, but as a bystander, I still like his ambitious words.
Similarly, a few months ago, when the first Q&I M5 under the high-end brand AITO of Cyrus was unveiled, Yu Chengdong, who chose to stand on the platform and shout in person, still did not change the nature of "big mouth" and once again shouted out the slogan of 300,000 vehicles per year.
To this end, he also gave a special example, "Huawei uses a thousand offline stores to sell cars, assuming that each family can sell 30 cars a month, then the monthly sales can exceed 30,000 vehicles, and the goal of annual sales of 300,000 vehicles can be achieved logically." ”
However, since entering 2022, the epidemic has become more and more raging, the continuous shortage of chips, and the crazy rise in the price of raw materials for power batteries, just like a pair of invisible hands, strangling the "throat" of China's new energy vehicles.
This week, when participating in a talk show, Yu Chengdong also felt a little helpless, "The goal I set before was indeed bragging." In other words, in the current environment full of uncertainties and variables, the M5 wants to touch the annual sales target of 300,000 vehicles, which is basically useless.
Interestingly, though, the old Flag fell, but that didn't stop the new Flag from coming out. In Yu Chengdong's mouth, "Next, Huawei will definitely be able to help these car companies that work closely with us to become the first in China and then become the first in the world." ”
This can't help but ask, what is he referring to AITO? Is it a polar fox? Is it Aehan? Or Avita? Could it be Huawei itself? No one can give the exact answer today.
And I can only be sure that the "Great Demon King" who must be defeated in order to achieve the above goal is already standing there in a clear way - Tesla.
Similarly, just this week, the U.S. new energy vehicle company, which is full of news and heat all the time, offered the best quarterly financial report in history.
Throughout Q1 2022, its net profit reached a staggering $3.318 billion, up 658% from $438 million in the same period last year, and also significantly exceeded analysts' expectations of about $2.156 billion.
Another key indicator, the gross profit margin of bicycles, reached a record 32.9%, an increase of 6.36% over the same period last year. In simple conversion, taking the rear-wheel drive version of the Model Y currently on sale in the Chinese market at 316,900 yuan as an example, the profit of each new car sold has exceeded 100,000 yuan.
To be fair, such a strong "gold-sucking" ability had to impress many of the chasers behind him. As the largest "net red founder" in the automotive industry and the "world's richest man" without doubt, Musk changed the original "painting cake" nature of the past at the performance communication meeting after the release of the financial report.
It is very firm to reassure everyone that even if the Shanghai factory has recently encountered certain troubles and the Shanghai factory has been shut down for more than 20 days, the Berlin factory and the Texas factory that have just been put into use will take longer to climb the slope, but in the ongoing Q2, Tesla new car manufacturing numbers will still try their best to match Q1.
At the same time, compared with Yu Chengdong, who said that the annual sales of 300,000 vehicles were no play, Musk directly announced: "In 2022, we will deliver more than 1.5 million new cars, achieving more than 50% growth." At this point, it is still that sentence, and it may only stop Tesla from running higher.
As the former "richest man in China", Xu Jiayin, the head of Evergrande Group, who is ill-fated and mired in the mire, also reappeared in the public eye this week.
Judging from the official tweet: On April 21, Beijing time, three Hengchi 5s appeared in Guangzhou Evergrande Center, and Xu Jiayin, chairman of the board of directors of Evergrande, and the management team experienced the model in an all-round way.
Xu Jiayin saw the dynamic and fashionable shape of Hengchi 5, and sat in the car, after experiencing the luxurious interior of Hengchi 5 and the intelligent networking function of highly technological sense, he couldn't help but praise it continuously: "Beautiful! It's beautiful! ”
But in the eyes of all the employees who are really responsible for the follow-up listing and delivery task of Hengchi 5, looking at the "red sea" that is about to cut into a slightly suffocating, the sourness is only known to themselves. "It's not easy to build a car, be cautious and enter the game" has been written on everyone's face.
At the end of the article, I want to talk about Weilai, Xiaopeng and ideals that were once called "electric three fools" but are now regarded by traditional car companies as "fragrant food".
Although the postponement of the Beijing Auto Show has largely disrupted the rhythm of its products to push new ones, but only in terms of the currently known product strength of the three new models of ES7, G9 and L9, they are not good stubble, and I am full of expectations for their prospects, especially after watching the "elephant turn" masterpieces released by the BBA this week, the feeling is still getting stronger.
On the one hand, the pioneers who are easy to fight without baggage and are ready to die; on the other hand, they are the defenders who are difficult to put down the dividends of the fuel era and are always hesitant, and the confrontation and collision between the two sides are far more intense than imagined.
Whether you admit it or not, times have really changed...
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| Cui Liwen |
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