SIXGOD
Recently, Porsche clearly listed 9 competitors at the press conference, including Lotus, Zhiji, Polestar, NIO, Zeekr (or Lynk & Co), a total of 5 local Chinese brands, as well as Tesla, BBA 4 foreign car brands, and Li Auto, which has always performed strongly in the field of new energy vehicles, did not appear in the list.
Geely has the most associated brands, or is the biggest rival in the eyes of Porsche
Of the nine brands, four are related to Geely.
Among them, Lotus is known for creating high-performance sports cars, and its core strengths lie in its unique sporty performance and lightweight technology; Polestar's predecessor originated from Volvo's high-performance division, which inherits Volvo's safety standards and attaches great importance to sustainability; as for the last brand LOGO, or Zeekrypton, which is based on the Internet thinking in the new era, it may also be Lynk & Co.
It is worth mentioning that Geely is also the largest shareholder of Daimler Group, the parent company of Mercedes-Benz, and this strategic partnership undoubtedly strengthens Geely's position in the global automotive industry chain and opens a new window of opportunity for it to expand into the international market.
It can be seen that Porsche has made Geely its biggest competitor in China.
NIO pays attention to service, and Zhiji is backed by the big tree of Alibaba
One of NIO's strengths lies in its excellent service experience, such as NIO House, charging and swapping network, etc., to enhance brand loyalty by building a sticky user community, which is also an important part of NIO's brand strategy.
Backed by SAIC and Alibaba, Zhiji has won in terms of technology, supply chain and channels, and with Alibaba's advanced technology in the fields of big data, cloud computing and artificial intelligence, Zhiji has innate advantages and unlimited development potential in terms of intelligence and human-computer interaction.
Tesla's self-developed technology is leading, and it reduces costs through large-scale effects
As a pioneer of electric vehicles, Tesla's self-driving technology is a global leader, and is gradually moving towards full self-driving, with high brand recognition and influence. At the same time, through the scale effect, the cost is effectively reduced, and then a more people-friendly and cost-effective product is launched.
Although BBA started slowly, its strength should not be underestimated
Although BBA's performance in the field of new energy is relatively lagging behind, it is believed that after this adjustment period, there will be greater room for development and late-mover advantages in the next few years, given its strong technology accumulation, sufficient cash flow and stable supply chain guarantee. Therefore, BBA still occupies a pivotal position in the competition pattern of the new energy market and cannot be ignored.
On the other hand, Li Auto, the color TV, refrigerator, and large sofa as a major selling point, although these configurations can indeed improve the user experience, but this is not an advantage that is difficult to replicate, and other brands can easily move the three-piece set into the car. Therefore, from a long-term perspective, sustainable brands such as Geely, Tesla, and BBA can be called competitors.
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