Yifan from the Vice-Pilot Temple
智能车参考 | 公众号 AI4Auto
BBA's last hinterland, dangerous!
Xiangjie S9 recently announced the official picture, Huawei empowered BAIC to build, and it is BBA's flagship sedan.
The previously released Wenjie M9 is like a breakthrough in the 500,000-level SUV market, with three months on the market and a large set of 60,000.
Now, the high-end sedan market, dominated by BBA, has also ushered in unprecedented challengers.
Enjoy the world S9, and the game is BBA
With a length of more than 5.1 meters and a wheelbase of 3.05 meters, the Xiangjie S9 is positioned as a high-end flagship sedan, and the target is obviously Mercedes-Benz S, BMW 7 Series and Audi A8.
However, the price prediction is at the 500,000 level, which has entered the price range of "56E".
The so-called 56E refers to the BMW 5 Series, Audi A6L and Mercedes-Benz E-class, the guide price is located at 40-500,000 yuan, and the average monthly sales last year were about 11,000, 15,000 and 12,000 respectively, which is a well-deserved "cash cow" of BBA.
In the past three years, BBA's share of the 40-500,000 yuan market has been above 75%. Domestic brands have repeatedly launched a charge on this market, but due to the lack of brand advantages and excellent technology, they have not succeeded.
And now, with the question world M9 listed Yu Wei, a new challenger, Xiangjie S9 is here.
The front face forms a family design language similar to that of the M9, with Galaxy headlights.
It will be available in two versions, with a maximum output of 227 kW for a single motor and 158 kW for the front and rear motors for the dual-motor model, and 227 kW for the front and rear motors, respectively.
Combined with the weight and power, it is expected that the 000 acceleration should be in less than 4 seconds.
Pure electric may only be the first version of the Xiangjie S9, and many sources say that an extended range version will be launched in the future.
In addition, the declaration information shows that the S9 will provide an optional electronic exterior mirror.
Overall, Xiangjie S9 will be the positioning of "78S", the price of "56E", with the blessing of Huawei, BAIC is full of confidence in this car, it is reported that the annual production capacity of BAIC Blue Valley Smart Car is planned to be 300,000 units, and the target monthly sales of the first car are 10,000 units.
Judging from the reaction of the capital market, the outside world is also full of confidence in the S9, and on the day of the announcement of the S9 declaration map, the share price of BAIC Blue Valley rose 9.96%, close to the daily limit.
As of March 21, the first week of the release of the declaration chart, the market value of BAIC Blue Valley has risen by about 16%.
The M9 is in the front, so that the S9 has received high attention and recognition.
As well as the succession of the world, especially the M7 and M9, are accelerating the expansion of Huawei's smart car, and Huawei's car BU has been ushering in good news recently.
The latest progress of Huawei's car BU
At last week's China Electric Vehicle 100 Forum, Yu Chengdong revealed in his speech that Huawei's car BU has been reducing losses in recent years and is expected to turn losses into profits this year.
Previously, Huawei signed a "Memorandum of Investment Cooperation" with Changan Automobile, under which Huawei plans to divest the car BU, open its equity to car companies, and jointly establish a new company.
Since then, it has been rumored that Dongfeng and FAW are seeking a small number of shares, and at the beginning of this month, You Zheng, deputy general manager of Dongfeng Motor, confirmed that Dongfeng is working with FAW to promote the matter of participating in the car BU.
You Zheng said that it is expected that at the beginning of June this year, there will be preliminary results in the equity participation, and by that time, Huawei's car BU will gather the three major automobile central enterprises.
Huawei's smart car business and Hi mode have also been accelerating their new developments and expanding their circle of friends recently.
It is reported that this year, there will be two new cars this year, the facelifted M5, and the new model M8.
Yu Chengdong previously said that due to the impact of chip supply and factory relocation, Zhijie S7, which has limited production capacity, is expected to fully recover in April.
36Kr also exclusively reported that the second car of the Zhijie project, the SUV model, is expected to be launched in July or August, and an extended range version will be launched at the end of the year.
In addition, the latest progress has also been reported on the "X Circle" of Huawei's cooperation with JAC, and a report released by Anhui Province earlier this month shows that JAC will invest nearly 4 billion yuan to build a mid-to-high-end pure electric passenger car factory.
Among them, the annual production capacity of MPV models is 35,000 units, and it is positioned as a luxury new energy platform. Last year, some media broke the news that Huawei and JAC will cooperate to promote a million-level MPV, but recently a person familiar with the matter said that the actual cooperation is a luxury sedan that is benchmarked against the BMW 7 series.
Yu Chengdong previously confirmed that the maximum price of the model cooperated by JAC and Huawei will reach one million, but did not disclose the specific model.
At that time, Yu Chengdong also revealed that Changan Deep Blue will also launch a Hi mode model.
Not long ago, Dongfeng Lantu and Mengshi also signed a cooperation agreement with Huawei, Xu Zhijun attended the witness, and the outside world believes that the Hi mode will be adopted.
However, recently You Zheng emphasized that the cooperation with Huawei is not the traditional "Hi mode", nor will it be a smart car route, and it is unknown how it will be launched, and a number of cooperative models will be launched at the end of this year and next year.
Another state-owned car company, GAC, whose brand Trumpchi launched the M8 Grandmaster Pioneer Edition last month, confirmed that it will be equipped with Hongmeng car engine.
In addition to the smart car and Hi mode, which have attracted widespread attention, Huawei has also made good progress in terms of parts, such as Huawei's motors, which will ship 111,000 units in Q4 2023, surpassing Inovance Motor, with overall shipments increasing by 169.9% in 2023.
Therefore, the past year and this year have been a year of full flowering of Huawei's car BU, and the business has blossomed and borne fruit, which is inseparable from the deep roots in technology.
In recent years, how fierce the competition in the auto market has been, everyone has felt deeply.
Waves of "price wars" are surging, and the new M7 has become a hit, and there are also factors such as facelift and price reduction.
But in addition to this, the more important factor is Huawei's ultra-high investment in technology.
It is understood that in the past three years, Huawei has invested more than 21.7 billion yuan in the research and development of auto parts, and recruited more than 7,000 R&D personnel, not counting the investment of multiple departments such as intelligent driving and cockpit.
Ultra-high technology investment, price exploration is more confident, so that even if the M9 reaches the 500,000 level, it can get 60,000 within three months, so that the S9 will be recognized when it debuts.
Ultra-high R&D investment and intelligent all-round reshaping of automobiles not only teach a lesson to traditional luxury cars that even have to pay for navigation upgrades, but also send reference answers to car companies that want to explore the heights.