Yin Tongyue and Li Shufu have rarely appeared frequently in recent times, but one is in front of the stage and the other is behind the scenes. From the perspective of the path of development, the two domestic car companies with strong strength are almost the same, and the strategy of "having more children and fighting" has never ended, especially in the new energy era, it seems to have different personalities, but one is "stupid", one is "shrewd", and the two car bosses show us the fate of different car companies on the same path.
"Most car companies are very smart, and a lot of effort is put into a visible place; Chery is a stupid company, and we put a lot of effort into the invisible place. At the launch conference of Star Era ET, Yin Tongyue joked that the "stupid Chery" was popular in the automobile circle for a while.
As everyone knows, in order for the Star Era ET model to sell well, Yin Tongyue, who is over sixty years old, started a live broadcast "shamelessly", following the example of Li Bin of Weilai, Lei Jun of Xiaomi, and Yu Chengdong of Huawei for a long test of the vehicle.
In fact, when the Epoch ES was launched, Yin Tongyue mentioned that "this car is also planned to be launched in overseas markets, and the overseas price may reach one million yuan, and it will become the new Chinese brand with the highest overseas price", in order to imply that the price of the Epoch ES in China is not expensive. However, whether it is expensive or not, consumers have their own judgment, and the price of the Star Era ES will be reduced soon after its launch, regardless of the objective laws of the market, and the self-perceived cheapness is enough to prove that Chery's "closed-door car" thinking has not changed.
This time, the Star Era ET was listed, and Yin Tongyue mentioned "the stupid Chery", like playing the bitter card, "No matter how poor Chery is, he will not dare to reduce the investment in research and development", intending to establish the image of the technical school again in this new model and arouse consumers' desire to buy.
Surrounded by all kinds of supportive voices, the Star Era ET seems to have been succeeded by default, the order for 26,000 new cars, and the order for 20,000 units of the Star Era ES half a year ago, as if they are adopting some kind of tactics that they think are effective, the process is similar, and the result is still unknown. Zhijie S7, which is on the same platform but has Huawei's halo, has regained its feet, with monthly sales ranging from a few hundred to more than 4,500 units, while the Star Era ES has always sunk to the bottom, with an order of 20,000 units, and it is estimated that only 3,000 units have been consumed in half a year.
When Yin Tongyue was full of passionate statements in front of the camera, Li Shufu restrained a lot, and the sentence "A car is four wheels and two rows of sofas" lingered in his ears, but now he rarely shows up, "hiding" behind the scenes, and turns into a listing maniac, with the intention of making the curve stronger and more auspicious.
On May 10, ZEEKR was listed on the New York Stock Exchange, issuing 21 million American depositary receipts at $21 per share, raising about $440 million, and on the first day of listing, ZEEKR's share price rose rapidly after the opening, and finally closed with a 34.57% increase, with a market value of about $6.9 billion.
Under the manipulation of the listing madman Li Shufu, as many as 9 companies have been listed, involving fields such as automobiles, motorcycles, and intelligent technology, but not most of them are high-quality stocks. In the case of Polestar, which is also listed in a beautiful country, the stock price could reach more than $15 two years ago, but now it has fallen to more than $1 - listing does not mean quality, and listing does not mean success.
Of course, compared with auto stocks such as Polestar and Lotus, Zeekr can speak more with performance. Zeekr, which is independent of Lynk & Co, will sell 118,700 units in 2023, a year-on-year increase of 65%, although the volume is still not large, but compared with Xpeng, NIO, etc., the potential is more sufficient.
The most important thing is that Geely, which had already planned the "Blue Geely Action" 9 years ago, has experienced several setbacks, but now when it looks at it again, it is Zeekr that has taken the lead in helping Geely gain a firm foothold in the new energy vehicle sector, giving enough confidence, and then this plate can be expanded.
Compared with the "stupid Chery", Geely's shrewdness lies in not putting all its eggs in one basket. Whether it's listing each of its brands independently, or partnering with other companies in the form of selling technology, it seems that it is more prudent to manage the risks.
Of course, as mentioned earlier, listing does not mean high quality, and listing does not mean success, and the listing of ZEEKR can only show that Geely's new energy road has just officially begun.
In 2023, Chery will sell 1.881 million vehicles, of which 937,000 will be exported, and Geely will sell 1.6865 million vehicles, of which 274,000 will be exported.
In April this year, Chery sold 79,000 vehicles, Geely 116,000 units, Chery followed Geely, Geely wholesaled 153,000 units, Chery 175,000 units, Geely followed Chery.
From the perspective of sales distribution, one shouted to domestic car companies to be welcome, while the other looked at the world to become a public, the reason is self-evident. It can be regarded as the same destination, one is to release and then introverted, the other is introverted and then released, whether it is the stupid Chery or the shrewd Geely, we must make great strides towards new energy.