#智己LS6连续3个月蝉联销冠#
According to the latest sales figures, in January, Zhiji Auto sold 5,305 units, of which 4,766 units were sold in the "super explosive" Zhiji LS6, which has won the sales championship of "medium and large pure electric SUVs" for three consecutive months since the launch of the Zhiji LS6, and the cumulative delivery exceeded 20,000 units. When the intelligent competition entered the second half, Zhiji's sales fully showed that it had successfully advanced into the first echelon and had market appeal.
Its excellent market sales performance and intelligent first-echelon strength make the market generally optimistic about its future value. On the basis of the A round valuation of 30 billion, some industry analysts pointed out that the new round of valuation is bound to go to a higher level.
In the early days of the new energy market, the "new forces" have always been the focus of the market, occupying the flow and "capital pool" of the new energy market. Seven or eight years ago, the valuation of brands such as Xiaopeng and Weilai was easily close to 30 billion. However, with the passage of time, the competition of new energy has become increasingly fierce, and after the traffic boom has receded, some new forces have withdrawn, and the original luminous ring has gradually dimmed.
On the contrary, the "national team" represented by Zhiji has performed very impressively after entering the new energy market, and its own car-making heritage and strong capital support allow them to continue to develop the new energy market, and the sales performance is not inferior to the new forces, and even in the second half of the intelligent track has run out of a favorable position. Not long ago, Zhiji once again updated the software version of the whole vehicle and launched intelligent upgrades including intelligent driving, and its intelligent high-speed development trend once again attracted market attention.
Taking Zhijia as an example, Zhiji has obtained the first batch of L3 autonomous driving test licenses in China. There are only 5 licenses in this first round, and it can be said that Zhiji has seized the opportunity in the field of L3 autonomous driving. In terms of high-speed piloting, last year, Zhiji only took 8 months to achieve the opening of the national high-speed elevated NOA, and the development efficiency of its high-speed pilot is second to none in the industry.
Then, at the beginning of this year, NOA, a city with the industry's first-echelon hard core strength, was pushed to Shanghai as promised, basically realizing the whole process of intelligent navigation assisted driving from A to B, and the frequency of 100 kilometers of safety takeover was nearly 30% lower than that of the head player. Some professional media commented that he was a "veteran urban driver" after a test drive.
In addition, Zhiji also announced that in the first quarter of this year, the "commuting mode pilot version" that is easy to use nationwide will be open nationwide; in June, the NOA of the city without a map will be officially opened to accelerate the opening of the city; and within the year, the "commuting mode" will cover 100 cities across the country.
In terms of smart cabins, Zhiji's "Future Smart Cabin" has accurately met the preferences of young users in terms of sales. Relying on the world's first "full-frame digital cockpit screen", "global digital vision blind filling", "one-click AI driving", "rainy night mode" and many other original functional experiences, it has been praised by users. At the beginning of this year, with the push of the first vehicle software version IMOS 2.7.0 (Beta) in 2024, the future smart cabin has brought users functions and experiences that exceed users' expectations, including one-click AI driving 2.0, remote parking, car wash mode, etc. In the future, IMOS will continue to evolve to make vehicles often new, easy to use and more enjoyable.
Zhiji also continues to have industry-leading "dry goods" output. For example, in the New Year, it launched the ICS PTZ braking function, which once again showed the "strength of a large manufacturer". Through the integration of self-developed algorithms and high-performance braking hardware, Zhiji has realized the intelligent braking control like a "veteran driver of the state-guest team". It can intelligently intervene according to the working conditions, effectively reduce the forward push back feeling by 92.3% during braking, and create a braking effect without nodding, motion sickness, and panic, so that users can always experience more elegant, calm and silky braking in braking.
In the context of the continuous popularization and rapid growth of new energy, the market generally agrees that in addition to price and cost control, the second half of intelligence will be the core focus of new energy market competition. Zhongtai Securities mentioned in a research report that automotive intelligence is expected to replicate the increase in demand driven by mobile phone intelligence, and at the same time, the transformation of product added value and business model will promote the rapid increase in the price center of smart electric vehicles. In intelligence, urban NOA is the critical point of the maturity of high-end intelligent driving. This also means that the first tough battle in the second half of automobile intelligence will start from the city NOA.
The arrival of NOA, a new city of Zhiji, shows its ambition to compete in the second half, and also lays the foundation for a good start in the second half of the Zhiji intelligent finals. Its efficient Kaicheng plan once again proves the intelligent strength and heritage of the national team. On the other hand, it has also been confirmed that there is no obvious "gap" between the old and new forces in terms of intelligent drive, and the two are in a unified horizontal range. Some institutions even judge that with the gradual inclination of resources to intelligence, and the cumulative sales of more and more vehicles, more and more data can be obtained, these potential advantages will help "Zhiji" to go better and further on the road of intelligence.
The two major judgments on the market value of new energy are sales volume and intelligent strength. In terms of sales, Zhiji has already stood on its own, and its explosive LS6 is foreseeable to become the mainstream product of "medium and large pure electric SUV", while the national penetration of high-speed piloting and the rapid opening of urban NOA show its all-in intelligent potential and strength. Some analysts pointed out that combined with the trend of sales and intelligent development, Zhiji will have breakthrough growth in the next few rounds of valuation, coupled with the endorsement of the "national team" of the capital behind it, Zhiji's valuation should not be inferior to several new forces that have been listed, and it should be reasonable to match or even surpass the high valuation of Zeekr.