Byd Han dm’s fuel tank capacity is 48 liters. As a medium and large car, BYD Han dm has body dimensions of 4,960mm, 1,910mm and 1,495mm respectively, with a wheelbase of 2,920mm. In addition to the plug-in hybrid version, there is also a pure electric version. This plug-in hybrid car uses a 2.0-liter turbocharged engine with a maximum horsepower of 192 HP and a maximum torque of 320 Nm. It is equipped with in-cylinder direct injection technology and uses an aluminum alloy cylinder head. Matching the engine is a 6-speed dual-clutch gearbox, which can improve the shift speed and transmission efficiency of the car. In terms of suspension, the front suspension of BYD Han dm adopts McPherson independent suspension, and the rear suspension adopts multi-link independent suspension, which improves the ground adhesion and grip of wheels.
() The Record Form of Investor Relations Activities was released on June 26th. On June 26th, 2023, the company was investigated by an institution with the type of overseas institution. The main contents of investor relations activities are introduced:
Q: What are the highlights of Tengshi N7?
A: Tengshi N7, which is positioned as an "intelligent luxury hunting and running SUV", combines the forms of hunting car, coupe and SUV, and its appearance breaks the design boundary of traditional luxury SUV models. The interior cockpit inherits π-Motion’s aesthetic concept of endless exploration of potential energy, and creates a super-sensory interactive intelligent cockpit with five senses of space, perception, hearing, touch and smell, and potential energy extension. In terms of intelligence, N7 is the world’s first intelligent air body control system (standard version), and together with Tengshi Link super intelligent interactive cockpit and Tengshi Pilot advanced intelligent driving assistance system, it forms three intelligent technologies of Tengshi N7: intelligent chassis, intelligent cockpit and intelligent driving. With the help of BYD technology empowerment, Tengshi N7 adopts hard-core technologies such as newly upgraded E platform 3.0 and CTB technology to help create a new luxury of vehicle technology.
Q: What’s the progress of the company’s new models at sea?
A: On June 22nd, 2023, BYD joined hands with Australian local partner EV Direct to hold the launch conference of BYD DOLPHIN at Ocean World on the Gold Coast. The prices announced on the spot were 38,890 Australian dollars for the standard endurance version, 44,890 Australian dollars for the long endurance version, and 49,990 Australian dollars for the sports version (about 240,000 RMB). The listing of BYD DOLPHIN has brought more choices to the Australian market. This model will continue to enrich BYD’s product matrix and car scenes in Australia, inject a touch of bright color into Australia’s new energy green future, and help Australia achieve a new energy green future.
Q: What is the overseas sales situation of the company’s new energy passenger cars?
A: According to the data of AutoLife official website in Thailand, the number of BYD ATTO3 (Yuan PLUS) was 2,025 units in May, and it won the champion of pure electric vehicle sales in Thailand for the fifth consecutive month. From January to May, 2023, the total number of BYD ATTO3 was 9,310, accounting for 38.6% of the market, and it continued to lead the pure electric passenger car market in Thailand.
Q: Looking forward to the advantages and highlights of the brand’s easy Sifang technology platform?
A: In January 2023, the company officially released Easy Sifang Technology. Easy Sifang technology takes the independent drive of four motors as the core, and comprehensively reconstructs the characteristics of new energy vehicles from three dimensions: perception, control and execution, bringing consumers the ultimate safety, performance and experience. In the future, E-Sifang technology platform will be installed on all models of Looking Up Auto as standard, and four-motor technology will be used to bring innovative driving experience to users.
Q: Looking forward to the channel model and the expected listing time of U8?
A: Wangwang U8 Deluxe Edition is expected to be officially launched in August 2023, and it is expected to be delivered in September. Looking up to the brand will adopt self-operated sales channels, including self-built looking up to the central store and looking up to the exhibition hall. At present, the first batch of store building work has been started in 16 cities, and it is expected that the trial operation will begin in August, and more cities and store building progress will be announced one after another;
Details of participating institutions are as follows:
When it comes to Volvo, "safety" will almost be the first word in everyone’s mind. With the advantages of brand history, reputation and safety performance, Volvo has achieved double growth in brand and sales in China. Among them, XC60 is Volvo’s most popular and highest-selling model. In 2020, XC60 accounted for about 30% of Volvo’s sales in China.
Facing the luxury medium-sized SUV market which is already in the Red Sea, Volvo XC60 (parameter picture) has a place in the highly competitive market with its distinctive Nordic brand label and excellent safety performance.
On June 11th, the new XC60 was officially launched, with a total of 9 styles including 1 B4, 5 B5 and 3 T8. The official guide price is 373,900-603,900 yuan. The new car continues to strengthen its competitiveness to cope with the upgrade of its competitors. The key word this time is "intelligence".
Intelligence is the only way for Volvo to be safe.
"Intelligence" is the only way for Volvo to achieve the ultimate safety in the new era, but people are the starting point and end point of all Volvo technologies. Therefore, the upgrade focus of the new XC60 is intelligence.
In fact, in the intelligent tide of the automobile industry, the safety of automobile products is constantly approaching this aspect, including intelligent and safe driving, pedestrian safety, and car networking. As a representative in the field of automobile safety, Volvo also demonstrated its future layout of intelligent safety technology through the launch of the new XC60.
The first is the intelligent cockpit. The new intelligent concept and technology have further changed our car life and made the car operate like a smart phone.
Volvo’s new XC60 has a built-in native Android car, which is based on the standard version of the car Android system jointly developed by Volvo and Google, which can achieve better adaptation and effectively promote the establishment of an open intelligent ecosystem.
On the other hand, Volvo cooperates with the best partners in various fields, such as Ali, Tencent, Huawei, Iflytek and Gaode Map, to create the best application and service, and it can be accessed through the ONE ID account system. The most intuitive example is the WeChat scan code login machine, which is the only model that can be achieved at present.
The upgrade iteration of intelligent driving technology is the top priority of Volvo safety.
In 2015, the Volvo industry first introduced the Pilot Assist navigation assistance system, equipped with three world-first intelligent safety technologies. The whole system comes standard with City Safety urban safety assistance system, which has been iterated for many times in the past ten years, covering travel safety to every participant on the road and making safety to the extreme.
At the same time, Volvo is constantly approaching the advanced stage of intelligent driving-automatic driving, which is realized by cooperating with a series of technology companies. For example, to become the first automobile brand supported by NVIDIA OrinX chip, the powerful chip provides enough computing power for the automatic driving system, and the brand-new electronic and electrical architecture based on the central computing platform and Ethernet will ensure the high-speed data throughput required by the automatic driving function.
Volvo plans to achieve highly automatic driving assistance functions such as navigation assistance and automatic lane change according to the route set by navigation in 2023. Around 2025, automatic driving without human intervention will be realized on closed road sections. At present, it has reached a strategic partnership with Waymo, the world’s leading autonomous driving company.
In China, Volvo cooperated with Didi Chuxing to launch XC60 self-driving taxi service in Shanghai last year, and in April this year, Didi provided hundreds of XC90 self-driving cars equipped with redundant systems supporting steering and braking functions.
With the upgrading of the three strengths, the new XC60 is more competitive and has more cards.
The XC60 model has been recognized by many elite consumers in the city and established a good reputation. Therefore, the internal and external design of this annual change has not changed much. After all, this design is excellent enough. Choosing fine-tuning will be more rational and safe, mainly through the adjustment of details and materials to improve the overall texture and grade of the car.
For example, the straight waterfall chrome plating on the front face of the luxury model adds a broken line design, and the C-shaped chrome trim on both sides of the old bumper is replaced with a long strip design on the new model, which stretches the visual width of the front of the car. The sports version is replaced with a more radical bumper, and the net adopts a sharper and more dynamic blackened dot matrix style.
There are also many changes in the new XC60. All electronic gear bars have replaced the old mechanical gear bars, and the luxury version has used the Swedish royal national treasure Orrefors crystal gear bar. In addition, the medium-high configuration version will be equipped with or equipped with B&W Baohua Weijian audio system, and the whole system is still the only CleanZone? Nordic clean cockpit at the same level. On the whole, the cockpit of XC60 has a very distinctive temperament and luxury label compared with BBA of the same level and competitors of second-tier luxury brands. Many consumers choose XC60 for this set of interior.
Intelligent cockpit and safety upgrade are all reflected in the new XC60. For example, the only native built-in Android car system at the same level, the open Ali/Tencent/Huawei open ecological full coverage and Iflytek natural speech semantic recognition system provide drivers and passengers with a more convenient travel experience. In addition, the threshold of City Safety urban intelligent safety system is further lowered, and all XC60 models are equipped.
In terms of performance, the power control chassis of the new XC60 has been fully upgraded.
In terms of power, the whole new car is upgraded with 48V light mixing system, which further improves the overall performance and fuel saving level, and also significantly improves NVH and ride comfort.
Volvo Cars has formed a complete electrified product matrix including pure electric vehicles, plug-in hybrid vehicles and light hybrid vehicles. According to Volvo’s timetable for electrification transformation, all product lines will be electrified in 2021; In 2030, it became a pure electric luxury car enterprise; Strive to become a climate zero-load benchmark enterprise in 2040.
In terms of chassis control, the damping adjustment of the shock absorber of the new car tends to improve comfort, and with the seat jointly developed by the Royal Swedish Medical College, the driving comfort is further improved.
In addition, the new XC60 adopts an electronically controlled braking system to achieve a braking response of 0.15 seconds, and the braking response speed is increased by 2 times; There is also a full-time intelligent four-wheel drive system +4C adaptive chassis and air suspension equipment, which greatly improves the driving safety and handling.
Zero integer ratio is the best, attracting more rational users.
In the current market, XC60 still focuses on mainstream rivals such as Mercedes-Benz GLC, BMW X3 and Audi Q5L. In terms of brand power, Volvo may not be as good as it is, but in terms of product quality, XC60′ s advantages lie in more complete safety equipment and more cost-effective configuration advantages. There is also the tonality and connotation of Volvo’s unique brand.
Another thing I have to mention is the zero integral ratio. In the 12th Vehicle Zero-integral Ratio System Data released by China Automotive Technology Research Institute, the zero-integral ratio coefficient of BMW Brilliance X3 is 700.72%, that of Beijing Benz GLC is 614.69%, that of FAW Audi Q5L is 479.20%, and that of Volvo XC60 is only 466.60%, which is obviously the lowest among competing products of the same level.
The lower the zero integral ratio, the lower the maintenance cost of this model, not only the XC60, but also the models under the Volvo brand have lower zero integral ratio than the same level, which is a big attraction for the rational luxury car consumers, and many users who choose Volvo are actually rational buyers.
Zhong Shu
Nowadays, the competition of luxury medium-sized SUVs is becoming more and more fierce, and the "differentiation" characteristics of products will become a breakthrough. The unique Nordic design and people-oriented safety concept of XC60 will attract more and more attention. At the same time, fully accessing the online ecosystem of Ali, Tencent and Huawei, and Volvo embracing local suppliers in China to further meet the domestic market demand will become Volvo’s competitive advantage.
With the rise and development of mobile Internet, short videos provide more subdivided and high-quality content for users with different interests, and embracing short videos has become the choice of more and more people. Tik Tok Entertainment Annual Award was officially launched on January 18th, 2021. Based on Tik Tok Entertainment Big Data, the project made an annual inventory around four modules: stars, movies, dramas and variety shows, awarded industry honors to entertainment IP, companies and creators who made outstanding performance in a year, and officially released the "2020 Tik Tok Entertainment White Paper".
Among them, Zhejiang Satellite TV has won many honors in various aspects such as platform, variety show and TV, and has been recognized by the industry. Zhejiang Satellite TV likes to mention the annual influence platform. Ace to Ace won the most popular TV variety show of the year, The Voice of Heaven won the annual music variety show, Poems and Distant Places won the annual cultural variety show, Travel Notes around Youth won the annual breakthrough variety show, and Wu Tong, deputy director of Zhejiang Satellite TV Program Center, won the honor of TV person of the year.
The official Tik Tok fans of Zhejiang Satellite TV broke 17.6 million, produced 8,500 short videos independently, praised 640 million, and played about 200 billion. In addition, programs such as Run, Ace to Ace, and Voice from Heaven have all opened the Tik Tok platform, and there are countless short videos that have broken millions of likes and tens of millions of broadcasts. Zhejiang Satellite TV has blossomed on the vibrato platform with full matrix coverage, becoming a veritable "short video business king".
"Ace to Ace" has a good reputation and popularity in Qi Fei. During the program broadcast, the large and small screens are linked, and the topic "Ace to Ace" has been broadcast in Tik Tok for 12.8 billion, and short videos have repeatedly broken the circle to attract the audience’s attention. In the special period of the national anti-epidemic battle, "Ace to Ace" entered the epidemic prevention propaganda battle with thunder, showing the responsibility and responsibility of Taitai, handing over the stage to the "bravest people", and showing the strength of a variety show to warm people’s hearts and a heavy sense of social responsibility besides laughter.
With the slogan of "Voice from Heaven", "Voice from Heaven" plays music program movements, and the topic of "Voice from Heaven" has reached 5 billion in Tik Tok. The core idea of the program is to restore the moving essence of music, and thus produce emotional resonance and emotional release with tension.
"There are Poems and Distant Places", directed by the Propaganda Department of committee of cpc zhejiang provincial committee, is a brand-new practice program of integrating literature and tourism in Zhejiang Satellite TV. This program is based on the cultural travel program, exploring the poetry road culture in Zhejiang and discovering the beauty of Zhejiang culture. In terms of short video communication, "There are Poems and Distant Places" combines humanities with variety, and the short video "Crossing the River with a Reed" has a broadcast volume of over 100 million.
"Travel Notes around Youth" is a tour group composed of "Spring Tour Family", which starts a wonderful journey to various cities to appreciate the most distinctive local cultural elements and feel the Chinese cultural heritage. Explore the scenery along the way, enjoy local cuisine, and go all the way to the sun. This season, Travel Notes of Youth Circle has made great strides in the volume of communication on the Tik Tok platform, with 24 short videos with tens of millions of broadcasts.
Wu Tong, deputy director of Zhejiang Satellite TV Program Center, has produced a series of excellent programs, such as Ace to Ace, Youth Travel Season 2, I am an Actor, etc., with a double harvest of word-of-mouth ratings, continuous short videos, and repeated innovations in screen interaction. Wu Tong, who loves to try new things, won the honor of "Tik Tok TV Person of the Year", which is well deserved.
Short video, short time and long love. In the future, Zhejiang Satellite TV will produce more excellent TV programs and create more excellent short video content to accompany more viewers in all directions.
On Monday, Xiaomi announced a strategic cooperation with Leica, and the first works created by the two parties will be released in July.
Lei Jun published more details about this cooperation in Weibo. He said that the cooperation with Leica has gone deep into the product technology level, covering the entire link of smartphone images, including optics, imaging, image processing and experience. Besides the cooperation between China and Germany, Leica specially sent a team of engineers to Beijing to work side by side with Xiaomi engineers.
For the first works of both parties, Lei Jun revealed that the image performance of this product has exceeded the expectations of engineers of both parties. In the next month or so, the teams of both parties will strive for perfection and make final fine-tuning. Regarding this new flagship, there are still rumors that it may not be called Xiaomi 12 Ultra, but Xiaomi MIX5 Pro.
Apple announced the invitation letter of WWDC22 this week. There are five avatars with different colors in the invitation poster. It is worth noting that the green avatar in the middle wears glasses, which inevitably reminds people that WWDC may announce some information about AR/VR this time.
It’s hard to say whether there is "One more thing", but iOS, iPadOS, watchOS and macOS will definitely launch new versions. According to some current reports, iOS 16 will continue to improve the focus mode and information notification, and will also add Apple Watch mirroring function to make more efficient settings for watches on mobile phones.
IPad OS may add more professional applications this time, such as Final Cut Pro. It will also strengthen the performance in multitasking, and may allow the application window to be resized freely.
Watch OS may add a low-power mode this time, which can guarantee to run specific applications and functions under the premise of long battery life. In terms of health, sleep monitoring, female health management, medication reminder and other functions may be upgraded. In addition, watch OS will bring more new dials.
The news of the new version of macOS is less, but it is certain that it will focus more on Apple Silicon, and two Mac hardware products may be released this time.
Correspondents Home Network recently exposed the photos of China Radio and Television’s 5G SIM card, which is located in Jingzhou, Hubei Province, and revealed that China Radio and Television will release the number to the public at the end of June. As can be seen from the photo, the customer service telephone number of China Radio and TV Station is 10099, but it still does not exist (Beijing area) after we dialed it. According to relevant information, 10099 has just been opened in Hubei.
Some time ago, China Radio and Television announced that it would open the No.192 segment for consumers to choose from. Some netizens who are familiar with network knowledge said that they hope to choose the number starting with 192168.
In June 2019, the Ministry of Industry and Information Technology issued 5G licenses to the three major operators together with China Radio and Television. In October 2020, China Radio and Television Network Co., Ltd. was officially inaugurated and became the fourth largest operator in China.
In terms of communication frequency band, China Radio and Television has a golden frequency band of 700MHz, which was originally used for radio and television. The biggest advantage is that the signal coverage is very wide and the cost of building a communication base station is low. In order to rapidly popularize the 5G network, the Ministry of Industry and Information Technology has introduced many measures in recent years to open the 700MHz frequency band to telecom operators.
According to industry analysts, the participation of China Radio and Television will accelerate the popularization of 5G in counties, townships and rural areas, and at the same time reduce the tariff standard of communication packages.
Recently, People’s Education Publishing House has attracted attention because of the illustration incident of teaching materials. At the same time, some netizens have pulled out a "sky-high" educational tablet of People’s Education Society.
Official website of People’s Education Society shows that People’s Education Pad is an intelligent teaching terminal designed by People’s Education Society for primary and secondary school teachers and students. It is pre-installed with genuine people’s education digital teaching materials, which are divided into two configurations. According to the different warranty period, the pricing is different, and the price range is 3680 yuan — Between 4380 yuan. People’s Education Society disclosed in 2016 that the second generation of people’s education Pad has served more than 50 schools in Zhuhai.
The configuration of renjiao Pad is very old. It uses a large screen with 10.1-inch resolution of 1200*1920 and is equipped with MT8173 quad-core processor introduced by MediaTek in 2015. The maximum storage specification is 4+64GB, and it runs Android 6.0 system. For such a configuration, the price of more than 4,000 yuan can really be called "sky-high".
Redmi Note 11T series includes three models, namely Note 11T Pro, Note 11T Pro+ and Note 11T Trend Limited Edition (Astro Boy Edition), in which Astro Boy Edition is customized based on Pro+ models.
Redmi Note 11T Pro/Pro+ are the same mold models, and their designs are consistent. In terms of hardware, they are equipped with Tianji 8100 chip and 144Hz LCD direct screen (certified by DisplayMate A+). The main difference lies in the battery and charging. The Pro model has a larger battery, which is equipped with 5080mAh battery+120W fast charging, and the Pro+ model has a stronger fast charging, which is equipped with 4400.
In terms of price, the Pro model 618 starts at 1699 yuan, and the 8+128GB version is 1899 yuan. Pro+ model 8+128GB version 618 starts at 1999 yuan. Under the condition of the same specification storage, Pro+ model is more expensive than Pro model by 100 yuan.
OPPO Reno8 series consists of three models, namely Reno8, Reno8 Pro and Reno8 Pro+, which are equipped with Tianji 1300, Snapdragon 7 and Tianji 8100-Max chips respectively, and the latter two also have Mariana X self-developed NPU.
The three models of Reno8 series are somewhat backward in configuration compared with competing products. The starting price of the standard version is 2499 yuan, but the rear camera lacks a wide-angle lens, and it is still a 90Hz screen. The Pro version starts at 2999 yuan, but the core configuration is not excellent, and the flash memory specification of UFS 2.2 is not even as good as the previous generation. The Pro+ version starts at 3699 yuan. Although there is Mariana blessing, the aftershot equipment is not balanced.
From the point of view of configuration and cost performance, Reno8 series is really hard to compete with, and it seems a bit like "high price and low price" in those days. However, the Reno8 series also has some bright spots, such as unique color matching and design. All three models have a 32-megapixel beauty front camera, and the high-profile model Pro+ has a very narrow chin.
I’m sure you’ve all heard how unpopular the three-cylinder engine is in China. This time, as the staunchest supporter of the three-cylinder machine, Chevrolet finally couldn’t stand it, and launched the 1.5T four-cylinder Chuangkuo RS.
Chevrolet has always been loved by young people because of its more sporty design. However, for friends who can’t afford to buy 2.0T Mai Rui Bao and Explorer, they can only choose a three-cylinder machine if they want to buy a cheaper Chevrolet, which is why Chevrolet has been tepid at the level of 100,000. This time, I found the crux, and I believe Chevrolet will become the choice of many young people who have just entered the society.
The innovation and technological advantages of the new forces in building cars may be difficult for even Mercedes-Benz to catch up with. But for electric performance cars, this touched the strength of Mercedes-Benz.
Different from the performance versions of other electric vehicles, AMG EQS 53 is a genuine AMG, and the driving atmosphere and experience it brings can’t be compared with those electric vehicles with a motor and sports kit. Of course, for those who are more eager to drive, I think intelligence is behind it.
On May 29th, at Jiuquan Satellite Launch Center, the rocket assembly of Shenzhou XIV has been transported to the launch area, and the window launch time is expected to be around 10: 44 am on June 5th.
Like previous manned missions, the Shenzhou 14 crew consists of three astronauts, and the official candidates and backup candidates will be announced next week. According to the previous combination, this time, the old will bring the new, and new faces will appear. In addition, China’s first female astronaut, Liu Yang, may go out again. They will stay in orbit for six months, and during this period, they will also welcome the arrival of two experimental modules, "Asking for Heaven" and "Dreaming for Heaven".
Starting from the manned space mission of Shenzhou XIV, the construction of China Space Station will enter the final stage and be completed in 2022.
The Dragon Boat Festival holiday will be ushered in next week, and there will be no rest from June 3 to June 5 (Friday, Saturday and Sunday), for a total of three days. During this Dragon Boat Festival holiday, the national highways are not free. After the Dragon Boat Festival, there are still 10 days left in this year’s holiday balance: the Mid-Autumn Festival will be closed from September 10 to 12 for a total of 3 days; The National Day will be closed from October 1st to 7th, with a total of 7 days.
Glory 70 series:It will be released on May 30th, and it may be equipped with Tianji 8100/9000 chip platform.
vivo T2：Released on June 6th, iQone O6SE doll model.
Xiaomi 12 Ultra (tentative name):Released in July, Leica jointly designed Snapdragon 8+ chip with TSMC technology.
Meizu’s new flagship:After July, it is expected to be equipped with Snapdragon 8+ chip platform.
At yesterday’s Guangdong-Hong Kong-Macao Greater Bay Area Auto Show, Yu Chengdong and He Xiaopeng attended the "Pioneer Dialogue on Future Automotive Innovation and Integration" officially held by the auto show.
In Yu Chengdong’s speech, he spoke frankly about his new car, the M7, and said that the M7 would completely surpass millions of luxury cars such as Toyota Erffa and Lexus LM.
Later, He Xiaopeng took the stage to give a speech and jokingly responded to Yu Chengdong’s remarks, "If it is in committee of 100, Lao Yu said so, it is estimated that there will be a lot of shoes thrown up below. Just now, Lao Yu said so above, and I kind of want to throw a shoe up. 」
This article was originally published by GeekPark GeekPark, please add GeekJun (ID: GeekHoiecs) for reprinting.
Ideal has held many strategic meetings in recent years. At the strategic meeting in early 2021, Li Xiang specially invited Wang Xing and Wang Huiwen from the US delegation, and finally came to the conclusion that 2025 is the turning point of the new energy vehicle market in China, and the ideal must achieve an annual sales volume of 1.6 million units in order not to be eliminated.
From 2021 to now, car companies are indeed facing this increasingly fierce competition. On the one hand, the market share is further concentrated in Tesla and BYD. On the other hand, traditional car companies such as Volkswagen and General Motors have begun to launch key models. At the same time, there are also Huawei and Apple that are not moving for the time being. It can be called the hundred regiments battle of the electric car version.
In September of this year, Huawei released the new M7, which wrinkled a pool of spring water. According to 36Kr, the ideal is once again on the verge of an enemy, and another strategy meeting has been held in recent days. It is reported that the meeting has a huge agenda, lasting for four days, and intensively discussed the strategic direction and landing rhythm of LI in the next 5-10 years. Strategically, BYD, Huawei and Tesla were listed as strong rivals in Ideal Interior according to the market structure in 2025, and BYD ranked first. This year, the name has been changed to Huawei.
Facing Huawei, the ideal of top students has become the most anxious one.
Li Xiang’s attention and anxious attitude are somewhat surprising. After all, when it comes to anxiety, it’s definitely not ideal-horizontally comparing Tucki, Weilai, Zero Run and other peers, the ideal delivery volume, revenue and profit are all leading the way, and the position of the new power to build cars is secure.
In terms of delivery volume, a total of 36,060 new cars were delivered in September, a year-on-year surge of 212.7%, which also set a new high in a single month. Although the delivery volume of Tucki and Weilai has also improved, there are only 15,310 vehicles and 15,641 vehicles respectively, and the gap is visible to the naked eye. Judging from the growth rate, Ideal has been climbing steadily in the first three quarters of this year, with a year-on-year growth rate of 296.3% in the third quarter, which is not in an order of magnitude with the other two old enemies.
(Source: Ideal official Weibo)
Looking at the data on the financial side, the ideal advantage is more obvious. In the second quarter of this year, the ideal net profit of returning to the mother was as high as 2.31 billion yuan, and the profit in the first half of this year has almost filled the losses in the previous three fiscal years. Compared with bicycle profit and gross profit rate, ideal is more outstanding: in the second quarter, ideal bicycle income was 323,200, bicycle net profit was 26,700, gross profit rate of automobile sales reached 21%, and Tesla’s bicycle gross profit rate was 18.65% in the same period.
Since the situation is excellent, why does Huawei make its ideals so tense? First of all, ask the new M7, which can be said to be the direct competitor of the ideal L7.
It’s nothing new in the automobile circle in recent years to show the advantages of products by comparing competing data. There are also two such roles in the new M7 conference, one is BMW X5L and the other is ideal L7.
At present, these two models rank first and third respectively in the sales ranking of medium and large SUVs in China, among which the first and second are ideal L7 and L8 respectively.
BMW X5L, as a popular model in the era of fuel vehicles, can be seen as "compared" in many press conferences, but L7 seems to be difficult to understand. After all, the competing product of the new M7 should be L8 in time sequence. Why does the new M7 list L7 as a competing product?
This is because the new M7 is no longer just a 5-door and 6-seat model, but also redesigned the layout and added 5-door and 5-seat models. In terms of vehicle size, the boundary M7 is also closer to the ideal L7, the former is 5020*1945*1760mm, and the latter is 5050*1995*1750mm.
In terms of pricing, the 2024 model M7 has launched five models, with the price range of 249,800 yuan to 329,800 yuan, which is about 70,000 yuan lower than that of the 2022 model.
Compared with the three versions of the ideal L7, which cost RMB 31.98, RMB 33.98 and RMB 379,800, the new M7 has opened a sufficient price gap. In particular, the M7 Max five-seat intelligent driving version with high-order intelligent driving assistance and the ideal L7 Air without air suspension and laser radar have formed a strong dislocation competition situation, and the M7 Max six-seat intelligent driving version and the L8 Air will have the same high probability.
In addition to outstanding cost performance, Huawei Mate 60 series has driven Huawei’s popularity to an unprecedented level, and then the brand power has spilled over to the world. Some analysts believe that the determined price reduction of the new M7 is only the main reason for the sharp increase in sales in the world. The fundamental reason is the social sensation brought by Huawei Mate series, which brings huge passenger flow to stores. And Huawei has a huge user base in China, which overlaps with the potential users in LI.
According to the latest data, Huawei has ordered more than 60,000 new M7 vehicles in the market for about one month.
(Source: Wen Jie Guan Wei)
Huawei is different from its former rivals: it can make products and do marketing.
In addition to the direct competition of products, Huawei is very different from its former competitors.
LI creates a sense of luxury through the big sofa with refrigerator and color TV. Compared with the traditional BBA, it is very cost-effective in space and interior decoration. Coupled with excellent marketing, the sales volume keeps rising.
However, the ideal moat is too shallow, because it does not have its own core technology, and it has no outstanding advantages in three-electric system, energy efficiency, chassis, range extender, intelligence and other technologies. It is constantly reported that it is impossible to brake when encountering a large truck on a sunny day, and it is impossible to recognize the scratching accident of the ice cream cone at high speed. A series of negative news about intelligent driving such as "overturning" at the press conference site can be seen.
A good product is the perfect combination of technology and business, and the ideal meets the real opponent, because Huawei knows both technology and marketing.
What Li Xiang really fears is not a certain product in the world, but the powerful combat capability of Huawei Corps. Huawei’s "wolf nature" is well known in the industry, and its capital reserve, technical strength, channel resources and organizational ability are far from what ordinary startups can compare.
Huawei’s characteristic is that after finding the breakthrough, the relevant business groups devote themselves to it in a legion manner, relying on the staff size of 200,000 people and the bonus of engineers to achieve the ultimate efficiency and cost performance. Just like a dam break, we will turn our potential energy into market share.
In the past, Huawei has proved this in the communications and mobile phone markets. Even after being sanctioned by the United States, Huawei still eats more than half of the domestic high-end mobile phone market.
And the old question M7 once brought great shock to the ideal. "In the third quarter of 2022, the release and trading of M7 in the world directly crippled Li ONE. We have never met such a strong opponent. For a long time, we have no strength to fight back."
(Source: Li Xiang Weibo)
This is Li Xiang’s description of M7 in an essay in June this year.
Ideal is prepared to spend money to make up for the shortcomings of his own wisdom.
In the face of such competitors, it is not difficult to understand that Li wants to choose to temporarily avoid its edge when talking about Huawei.
According to the 36Kr report, a person familiar with the matter said that the ideal dialogue technique originally at the sales end has now been cancelled, and the M7 has not been mentioned on its own initiative. "If a car owner asks about it, say that the L6 that is ideal for next year is a price product with the M7."
However, as the saying goes, the brave will win in the narrow road. In the face of Huawei’s continuous invasion of its hinterland, the ideal will naturally not really be left unchecked. In this regard, the ideal choice is to save money and use it to make up for the shortcomings of your own wisdom.
According to 36Kr, how to "spend money well" has become an internal consensus of Ideal. The financial report shows that as of the end of the second quarter, the ideal cash on hand was 73.77 billion yuan, equivalent to the sum of Weilai and Tucki in the same period. Next, choosing the direction and crazy investment are the keys to the ideal to break the game.
In terms of products, the ideal thinking about the demand side is to choose to continue to deepen the main battlefield of family segmentation and extend the product planning to 2027. On the other hand, Li Xiang is still working hard to break the bottleneck of production capacity. On October 10th, he issued a document saying that the impact of Changzhou factory upgrading and Beijing factory qualification switching at the end of September has been lifted. "We can challenge the delivery of 40,000 in advance this month".
At the same time, for the function of intelligent driving, Li Xiang also has a "late step" reflection, and bluntly said, "The lessons that fall behind due to insufficient investment can only be solved by strengthening investment." At the same time, it is ideal to promote the person in charge of perception and system to vice president respectively, which is a signal that the weight of smart driving business is upgraded. In addition, on October 10th, LI officially released more than 50 jobs for intelligent driving in one breath, covering software algorithms, large models, vehicle hardware, testing, operation and other fields.
Some people close to the ideal revealed that they think that by 2025, the decisive battle of smart cars in the second half will be over. At that time, they will come out if they can run out, and they will be gone if they can’t. Because the data model and training amount have been finalized, what is needed behind it is a large number of start-up users, which is the decisive battle time in these three years. Ideal will try to overtake at the corner of the smart driving track.
No one can accurately predict whether the smart driver of the ideal future will catch up later, but it can be predicted that after the end of the year, Ideal and Huawei will further meet in product matrix and technology. In the next knockout, any short board may give the opponent a chance to overtake.
In this context, family background and technology will become the key words for new energy vehicle enterprises to compete.
() Financial Research Center on October 21st, some investors asked (). As mentioned above, customers of mid-to high-end models don’t care about the monthly battery rental fee. When can your company’s Zhiji automobile expand and develop a battery replacement model?
The company replied that, dear investors, hello, Zhiji Automobile has not yet launched a battery replacement model, and the battery replacement scheme will be studied according to market conditions and user needs.
Click to enter the interactive platform to see more reply information.
For most industries, the formulation and promulgation of national standards have more advantages than disadvantages for standardizing the market, unified management and reasonable competition among different enterprises. Recently, however, the formulation of a national standard for low-speed electric vehicles has triggered a big war of words among enterprises, academics and markets.
Debate between lead-acid battery and lithium battery
The cause of the incident was that on December 30 last year, after consultation with the relevant departments of low-speed electric vehicle standards, it was clear that low-speed electric vehicles were equipped with lithium batteries, and lead batteries were rejected as power sources for low-speed electric vehicles. Later, Dong Yang, the leader of the drafting group of four-wheel low-speed electric vehicle standards and the executive vice president of China Automobile Industry Association, also pointed out in an article that lead batteries will not be allowed to be used in the formulation of low-speed electric vehicle standards, and frontal and side impact experiments are required.
"If the new national standard is implemented, it means that 90% of low-speed electric vehicle enterprises will be destroyed, and the excellent situation of the development of low-speed electric vehicle industry will be destroyed." Wei Xueqin, executive vice president and secretary general of Shandong Automobile Association, said helplessly in an interview.
Low-speed electric vehicle companies also expressed concern about the introduction of this standard. Shu Xin, general manager of Reading Automobile, said frankly that the mainstream price of low-speed electric vehicles is 20,000 ~ 30,000 yuan, accounting for more than 80% of the whole market. If we change from lead battery to lithium battery, the price of bicycle will rise to 40 thousand yuan, but this market is only about 5%. "Such a small market is difficult to operate, and it is difficult for dealers to feed. In the future, the market will disappear."
What is the difference between lead battery and lithium battery? Which battery is more suitable for low-speed electric vehicles?
Safety is not the weakness of lead-acid batteries. It is understood that the lead-acid battery has been born for more than 160 years. Since its birth, the whole world has been researching and developing whether there is any new technology to replace it, but up to now, there is still no mature technology to completely replace it.
The focus of controversy lies in the pollution risk of lead-acid batteries. In 2016, the market size of low-speed electric vehicles has reached 1.2 million. Some experts believe that if a large number of batteries are eliminated, lead pollution will easily occur in the process of recycling and smelting, which will not only endanger human health, but also cause environmental pollution.
Therefore, in the selection of batteries for low-speed electric vehicles, some experts have given high expectations to lithium batteries. Compared with lead-acid batteries, lithium batteries have advantages in energy density and cycle life. Using lithium batteries can make low-speed electric vehicles lighter and the cruising range can be improved one after another.
In this regard, an industry source said that "lead battery recycling is a false proposition". "In 2016, China sold more than 28 million traditional cars, which means that 28 million lead batteries were used. Why didn’t anyone ask, what is the recovery rate of lead batteries in traditional cars? " He asked, "Based on trust, many people believe that the batteries of traditional cars have been recycled. Why do they suspect that people don’t recycle when they arrive at low-speed electric vehicles?"
Lu Hong, a standard member of Shandong Automobile Industry Association and chairman of Hupu Electric Appliance Co., Ltd., told the reporter that if each city can set up a recycling point, it will be beneficial to standardize the batch use of lead batteries for electric vehicles. "A battery can sell 200 yuan on average, and no one is willing to throw it."
Wang Du, deputy secretary-general of china automobile dealers association, pointed out: "The problem is not pollution, but how to supervise it." It is understood that in Weifang, battery manufacturers Tianneng and Chaowei have set up more than ten recycling points and established a complete system. Zhang Tianren, chairman of Tianneng Group, said in an interview that the recycling technology of lead-acid batteries is very mature. At the end of last year, Tianneng Group’s recycling capacity of waste lead batteries has been upgraded from 150,000 tons/year to 300,000 tons/year, and the recycling capacity has doubled.
Low-speed electric vehicles can also produce fine products.
In January this year, committee of 100, an electric vehicle in China, held a closed-door meeting with some low-speed electric vehicle enterprises. The meeting put forward two viewpoints: First, low-speed electric vehicles can make rural areas directly electrified without the transition of fuel vehicles. Second, invigorating the rural economy is the re-liberation of rural productive forces.
Some experts believe that there are buses, taxis, subways and drip taxis in big cities, but there are very few means of transportation in rural areas. Rural public transportation is also being carried out, but it is still inconvenient to have a few shifts a day. Because the use cost of cars is relatively high, gas stations are separated by ten or twenty kilometers, and fewer people buy cars in rural areas. "The advantages of low-speed electric vehicles are particularly obvious. Short-distance travel does not need to be particularly fast, which is of great help to the active rural economy. At the same time, rural charging is very convenient, and it can be completed with 220 volts at home. "
The data shows that from 2014 to 2016, the average annual growth rate of low-speed electric vehicles reached more than 50%, and it was developed without any state subsidies. In the fourth-and fifth-tier cities and rural markets, low-speed electric vehicles with a price of about 20,000 to 30,000 yuan meet the consumption needs of low-income families.
However, for a long time, low-speed electric vehicles were regarded as the "culprits" of many road jams and frequent safety accidents because of the reasons that the low-speed electric vehicles were not licensed, most users did not have driver’s licenses and drivers did not understand the traffic rules. In addition, the quality of low-speed electric vehicles has also become a controversy. "I have always believed that low speed and low price do not mean low quality, and low-speed electric vehicles should also find a good direction to upgrade." Shi Jianhua, deputy secretary general of China Automobile Industry Association, said in an interview.
In fact, low-speed electric vehicles have gradually entered the industry upgrade in recent years. Among them, there are enterprises represented by Zhidou, which have entered the product catalogue of the Ministry of Industry and Information Technology by means of alliance with high-speed car production enterprises and with the help of high-speed car production qualifications, and realized the regularization; In addition, there are also enterprises represented by Reading that introduce new technologies and upgrade themselves. In the new Redding factory in Weifang, Shandong, the reporter saw the same four processes as traditional vehicle manufacturing: stamping, welding, painting and final assembly. There are more than hundreds of robotic arms in the factory, and there are also professional quality inspection processes such as test track and rain detection line.
At the same time, in order to solve a series of problems caused by "black households", low-speed electric vehicle enterprises have also upgraded their products and improved related after-sales services through industry self-discipline.
"Although we are low-speed electric vehicles, it is really not low-quality at low speed." An insider of a low-speed electric vehicle company said, "Through interconnection technologies such as background data and optimized positioning, we helped customers find hundreds of lost cars. From the data of batteries and motors to the control system, all fault codes can be transmitted to the background, realizing the optimization of big data. It can be said that in many technologies, we are not worse than high-speed cars. "
Due to the product upgrade, the supply chain of low-speed electric vehicles has also been upgraded accordingly, and its suppliers have gradually upgraded from the initial commercial vehicle suppliers to passenger vehicle suppliers. Because the quality of some low-speed electric vehicle enterprises has risen rapidly, some excellent suppliers have taken the initiative to come to the door, and the improvement of supply chain quality has further promoted the development of low-speed electric vehicles in the normal direction.
Luo Lei, deputy secretary-general of china automobile dealers association, said: "The government should guide these car companies well and cannot sit idly by; It is necessary to lower the entry threshold and encourage more powerful enterprises to participate. Low-speed electric vehicles also need to improve their quality and meet the national quality requirements for new energy vehicle products, so that they have the opportunity to enter the urban consumer market. "
On April 11th, Huawei’s first smart car, Zhijie S7, launched a new version, new rights and interests, and launched Huawei’s visual intelligent driving, which further enhanced its product strength. Especially in the field of intelligent driving, the intellectual S7 has been several positions ahead of the industry, and this is the first time for Huawei’s visual intellectual. Yu Chengdong said that Huawei’s visual intellectual driving has surpassed Tesla in an all-round way.
Nowadays, smart driving has become the main battlefield for high-end new energy vehicles, but most models are still in the "primary stage" of selling futures and opening cities. Zhijie S7 doesn’t sell futures by self-driving, but it can be used by picking up the car. By April, 2024, NCA in Huawei’s advanced intelligent driving city opened 40,000+towns and villages, and all urban main roads and branch roads can be opened, with 99.56% of available sections.
This means that you can use it not only in the streets where people and cars are confused in the north and the south, but also in the long-distance self-driving in the west or in the towns and villages of your hometown. Huawei’s 192-line laser radar, which originated from the same model of M9, is the highest line number laser radar in the industry. It has the highest specifications in the industry and can realize the full scene and all-weather perception of dynamic and static targets (including irregular objects). In software, BEV network +GOD network can accurately identify all kinds of obstacles, while RCR network 2.0 can realize navigation map matching with the real world, complex environment reasoning, and can be opened with or without maps, so that high-order intelligent driving no longer depends on high-precision maps.
One of the great significance of technological innovation lies in the universal benefits of technology. This time, Zhijie S7 is also equipped with the basic version of HUAWEI ADS, and launched Huawei’s visual intelligent driving, which has realized the intelligent driving of the whole department and further consolidated its position as the intelligent driving ceiling. This set of visual intelligent driving system can realize NCA intelligent driving navigation assistance on national highways and urban expressways, automatically get on and off ramps, and have certain ability to automatically change lanes and avoid obstacles when encountering road construction, cone barrel diversion and other scenes. In terms of intelligent parking, it supports multi-scene parking spaces and can be parked when it is visible.
In addition, the intelligent safety of Zhijie S7 has been upgraded, equipped with an omni-directional anti-collision system of the leading industry generation, and it has a multi-sensor fusion sensing system of the leading industry, so that vehicles can still identify all kinds of road obstacles in all directions even in bad weather and insufficient light. The effective range of forward AEB is 4-150km/h, and the braking speed is 120km/h; The effective range of lateral active avoidance is 40-130km/h, which can actively identify water horses, rows of cones, kerbs, stationary pedestrians, dynamic pedestrians, stationary vehicles and dynamic vehicles; The effective range of backward initiative is 1-60km/h, and it can actively identify pedestrians crossing, moving two-wheeled vehicles and vehicles crossing, greatly reducing the accident probability.
Write at the end:
To sum up, the product strength of Zhijie S7 has been greatly upgraded this time. The larger battery pack, longer battery life and stronger intelligent driving have once again proved Huawei’s powerful intelligent innovation technology strength to the industry and outside. In the competition of "7" series models in the pure electric car market, Zhijie S7 has successfully occupied the highest point in the market. If you want to buy an intelligent "all-excellent" model at the price level of 300,000, Zhijie S7 is worth recommending.
