The way of life left by Wang Chuanfu was blocked by Xiaomi's Lei Army
"Leave a way for other car companies to live", who is qualified and confident to say such a thing? Only BYD, which is far ahead in sales and occupies the commanding heights in many aspects such as core technology and product definition rights.
However, now the way of life left by Wang Chuanfu may be blocked by Xiaomi's Lei Army.
1. What is Wang Chuanfu's way of life?
The mainland auto market has a market capacity of about 30 million units per year.
The cake is only so big, and under the extreme involution of the industry, the sales of one car company will skyrocket, which will inevitably eat away at the market share of other car companies.
In the past two years, BYD has eaten more and more cakes in its mouth, and it is eating faster and faster. In 2022, BYD's sales soared by 152% to 1.86 million units, becoming the best-selling auto market in one fell swoop.
In 2023, BYD's sales soared by 62% to 3.02 million units, becoming the top seller of both brands and car companies in the Chinese auto market, and it also ranked among the top ten car companies in the world for the first time.
BYD swallows so much cake, and other car companies can eat less of it. However, Wang Chuanfu was actually merciful.
He said last year: "In the price band of 10 to 200,000 yuan in China's auto market, BYD has the right to price products, but I don't want to make everyone uncomfortable, and no one else has a way to live." ”
In other words, if BYD wants to fight the price war with all its might, it can actually be more ruthless, and other car companies will be more uncomfortable.
If you leave a way for other car companies to live, only Wang Chuanfu will make people feel that they are not so Versailles.
2. Lei Jun completely blocked it?
Relying on the blade battery, e-platform 3.0, and DM-i super hybrid, BYD has fundamentally changed the old market pattern of the auto market.
For example, BYD's plug-in hybrid products have turned the world upside down in the field of family cars and SUVs, knocking out the "old kings" of these markets and "establishing the new kings".
In fact, with the launch of mid-to-high-end products such as Denza, Equation Leopard, and Yangwang, BYD has become more and more influential in the market of more than 200,000 yuan as a subversive.
Other car companies that want to survive must desperately blow up a survival channel in the narrow road left by BYD.
Under the great changes of the times in the automotive industry, traditional car companies and new car-making forces such as NIO, Xpeng, and Li are all marching towards the new energy market one after another.
The passage to survival is not wide, and no one dares to lag behind in the battle of life and death. What's more, the heavyweight Xiaomi car also rushed to the scene.
As a business tycoon who has started many businesses and has been successful in a row, no one dares to ignore Lei Jun's energy.
Just like after the birth of Xiaomi mobile phone, the life of the copycat mobile phone brand was revolutionized and all the latecomers were blocked outside the door of the industry, and now that Xiaomi cars are here, it is equivalent to completely blocking the way of life left by Wang Chuanfu.
3. Have the right time, place and people?
Can Xiaomi cars succeed? Let's start with a picture.
At the end of last year, Lei Jun held a technology conference for Xiaomi cars. Now that more than a month has passed, I thought that the popularity would decline, but to everyone's surprise, the popularity of Xiaomi cars is still among the top few in the industry.
According to the "WeChat Index", in the past 30 days, the popularity of Xiaomi cars is second only to Tesla and BYD, basically ranking third, higher than Wei Xiaoli and Huawei Wenjie.
The popularity value is generally proportional to the sales volume. has not been officially delivered, which reflects such a "self-contained" physique, is there still a need to worry about the sales of Xiaomi cars?
What's more, Xiaomi cars have the right time and place. First of all, many people say that Xiaomi entered the game too late, but it is not too late.
The penetration rate of new energy vehicles is only 30%, and the market pattern is far from settled. On the contrary, as a latecomer, Xiaomi has a latecomer advantage. The thunder that other car companies have waded through before, Xiaomi can perfectly avoid.
Secondly, the success of the mobile phone business proves that Xiaomi has many advantages in the supply chain.
The supply chain of the automotive industry is more important, and Xiaomi Auto is rooted in China's increasingly mature new energy industry chain, which has geographical advantages.
Finally, Xiaomi has a "human" advantage that many people are reluctant to admit. There is such a saying in the industry: "You can hack Xiaomi, but you can't hack Lei Jun." ”
Born in an ordinary family, relying on school to change his fate, he has been successful in entrepreneurship many times, his image is gentle and elegant, his personality is sincere and close to the people, and he has a donation of more than 100 million yuan to his alma mater, and Lei Jun's reputation is very good.
Moreover, Xiaomi has accumulated a huge fan base over the years. Most of these fans are now married and have a certain amount of spending power.
We believe that many people are accustomed to ridiculing memes like "Rebus", but they ignore Xiaomi's inherent strength. After the Xiaomi SU7 is launched, the automotive market pattern will definitely take on a new look.