新势力当道，FF91有竞争力吗？

华尔街见闻2021-07-23

曾经从来没有把FF“认真”对待过，因为贾老板的关系，总觉得FF想要坚持下去非常困难。但当FF破除万难，真正开始上市时，我们就对其开始真正的好奇。特别是当中国新造车势力飞速发展了5年之后，无论是电池、自动驾驶还是智能座舱等等领域都有了长远的进步，FF是否还能够继续领先？所以我们从技术、车型规划、生产制造、FF91的竞争力等方面对FF进行了分析。没有人能够定论贾跃亭最终是否能够成功，但我们要做的...

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kennynyap
2021-07-23
kennynyap
Good...
反卡
2021-07-23
反卡
呵呵，
- 反卡:
  骗子骗子

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架构旨在支持与先进自主系统无缝集成所必需的电力和通信要求。 FF的所有DCU都将支持OTA更新和数据收集。\n电池\nFF在电池方面的专有技术包括用于高密度能量存储、电池组冷却、安全性、模块化、效率和电子管理的系统。 FF 获得专利的“串式”电池设计和集成实现了业界最大的电池组重量能量密度，达到187 Wh/kg（不含冷却剂）。每个串包括 6 个电池模块，每个模块都可以适应创建900伏的串。\n与VPA 一起，串电池设计可实现各种轴距可变范围。电池组中先进的冷却系统由 FF 的专利电池浸没技术组成，可以提高电池安全性、延长电池寿命并增加能量密度。FF 91将能够在大约25分钟内从20%充电到80%。\n梯型波逆变器\nFF电动汽车动力系统中的逆变器控制着整个车辆的高压电流，并为电动机提供动力，在行驶时产生扭矩，并在制动时将能量输送到电池组中。FF设计的主要技术优势包括能够利用获得专利的并联 IGBT 技术以高效率和低成本（低逆变器损耗提供 98% 的逆变器效率）驱动大电流的小型物理封装，并可以实现高扭矩具有快速瞬态响应的准确性。\n由于大电流路径中的接头键合，逆变器可以实现高可靠性。监控系统集成到逆变器中，以提供更高的安全性。获得专利的FF Echelon逆变器旨在在紧凑轻巧的封装中提供高功率，具有高可靠性和耐用性，并且可以支持多种电机配置。\n集成电机驱动单元\n电机使用发夹式绕组以实现高铜填充因子和更低的损耗，从而提高扭矩和功率密度。电驱动单元与逆变器、变速箱和控制单元完全集成，以创造紧凑而高效的设计。\nFF设计的驱动单元具有低噪音和低振动，可以极大地改善驾驶体验。根据每种型号的功率要求，电机可以单独使用，也可以在两个或三个电机配置中使用。大功率与大扭矩的结合，有望提供强大的动力。\n互联网、自动驾驶和智能（“I.A.I”）\nFF采用双芯片计算系统，运行Android Automotive操作系统。FF的I.A.I系统建立在增强的Android Automotive代码库上，并随着Google 平台的每个版本进行升级。FF的车辆设计有软件OTA功能，允许以无线方式更新和升级车辆中的软件和应用程序，以提供持续的增强。车辆将始终连接到FF的信息云。\n从技术层面来看，纯电平台、电子电气架构、梯形波逆变器、电机驱动单元上，FF确实拥有一定的领先性，但是在电池、互联网以及自动驾驶方面，FF不仅没有优势，甚至是落后于很多造车新势力。\nFF在中国如何发展？\n中国毫无疑问是FF未来必须发展的重中之重。作为全世界最大，也是新能源行业竞争最激烈的市场，谁能够赢下中国，谁就能够获得开启黄金时代的钥匙。显然贾跃亭也想到如此了。\n据了解FF在2020年9月与中国一级城市（其关联实体为私募的认购方）签署了一份不具约束力的谅解备忘录，FF 拟根据该备忘录在该城市成立一家合资公司（“合资公司”）。而据了解这一城市就是广东省珠海市。\n该合资企业预计将由FF管理和控制。而拟议的战略合作伙伴关系的条件是，FF将通过私募和或业务合并获得不少于5亿美元的资金。\n\n看到合肥的成功，珠海显然并不想落后。据了解2020年12月，合资公司初步成立为FF全资子公司，主要从事FF高端互联网智能电动汽车的制造，目标年总产能为25万辆，2025年第二季度和2026年第四季度分两个阶段实现。结合FF和吉利签署的调控来看，不排除是三方共同合作。\n然而就在昨天有消息称，珠海国资委终止入股FF。“珠海国资委并非终止入股FF，而是因外汇原因导致无法完成此次投资，其拥有的投资额度目前已转让给相关投资机构。”一位接近FF的知情人士表示，新的相关投资机构已完成了投资协议签订，并已经在规定时间内完成打款。\n而从经销商层面来看，FF拟在中国建立线上线下营销、销售和售后渠道，包括自营店、合作店和展厅以及在线网络平台。FF计划通过其直营店在某些重点市场分销其车辆，同时在其他市场建立直销和合作伙伴拥有的门店和展厅的分销模式。这一点和目前很多新造车势力都一样。\n从分销情况来看，目前FF和中国很多汽车经销商巨头都有所涉猎，包括和谐汽车、Topyoung、华驰富威和海派等汽车经销商集团签署了谅解备忘录。\n从生产、制造、销售、售后端来看，FF确实已经最好了铺垫，特别是和吉利以及珠海国资委的合作，也可以被看作是进入中国市场最好的开端。但是最终还是要看产品以及销量。\nFF91有竞争力吗？\n很可惜的是FF91具有一定的吸引力，但是却远远不值18万美元的价格，面对市场的竞争也没有绝对的统治力。\n作为FF的旗舰车型，FF91轴距达到3,200毫米，旨在成为E级/行政/全尺寸或F级/全尺寸豪华车细分市场中的高性能豪华电动车。FF的目标是在业务合并结束后的十二个月内推出 FF 91。\n采用专有的VPA纯电平台，采用多电机配置和全轮驱动系统。配备三台电动机（一台在前，两台在后），顶级配置 (FF 91 Futurist) 能够达到850 ~1,050匹马力和 12,510 Nm 的扭矩。\n\n这使得FF91能够在2.4s内完成百公里加速以及后轮转向。不仅如此，全轮驾驶结构能够使FF 91 Futurist能够在后部进行扭矩矢量控制，以增强车辆动态和稳定性，其全轮驱动系统提供更好的牵引力控制以及精确的动力分配，改善紧急情况下的车辆操控性。\n从动力系统上来说，FF91确实是目前能够买到的新能源车中位列前茅，但是在电池技术上，FF91却并没有领先。\nFF 91最大能够搭载130千瓦时的电池系统，在 EPA 循环中的估计行驶里程可达 378 英里（608公里），在 NEDC 循环中可达到超过700公里。FF 91还可以以高达 200千瓦的速度充电。\n这样的数据并没有很强的优势，在即将上市的蔚来ET7上100千瓦时的电池就能够做到NEDC 700公里，而FF91 130千万时700公里的续航并不领先。况且随着宁德时代的技术不断进步，这一数字也正在不断被改写。无论是充电速度还是电池容量，FF91在这一点上并没有占到优势。\n而在新能源车最关键的自动驾驶方面，FF91也没有给出满意的答卷。\n官方表示FF的Level 3自动驾驶就绪系统将通过FF自身以及行业合作伙伴的应用组合提供多种 ADAS 功能。\n\n从硬件上来看FF 91将配备12个摄像头、5个雷达传感器、激光雷达和12个超声波传感器，根据官方表示FF 的自动驾驶系统将提供多项高速公路自动驾驶和停车功能，实现自动代客泊车（“AVP”）。一旦自动驾驶软件解决方案得到验证和发布，FF 91就可以自动驾驶。\n然而这样的成绩还不及中国售价不到50万元的车。\n要知道蔚来给ET7安上了33个高性能感知硬件，包括11个800万像素摄像头、1个超远距离高精度激光雷达、5个毫米波雷达、12个超声波雷达、2个高精度定位单元、1个车路协同感知和1个增强主驾感知（DMS），可以说是完虐了FF91。\n而在更低的价格小鹏P5上都搭载了更强大的感知系统。不仅如此在自动驾驶的研发上FF91目前几乎是交出了一份白卷，对了，就在前天刚刚上市的吉利星越L上就已经搭载了AVP技术，而款车的最高配还不及19万元。\nFF车型规划？\n在FF91之后，FF并没有停止下一步的研发。在FF91之后相继推出定位更加低的FF81以及FF71。和蔚来、特斯拉等新造车势力一样，高举高大后逐渐向下，品牌价值和销量都要。\n\nFF81\n作为FF计划的第二款车型，FF 81 Futurist 的目标起价为 95,000美元，定位于D级或E级（轴距为3,000毫米）的高端大众市场。与特斯拉 Model S和Model X、蔚来ES8类似车辆竞争。FF已完成FF 81的设计，并对FF 81的设计和工程进行了第二次虚拟评估循环。\n然而FF 81现在还处于工程阶段，预计将在FF 91推出18个月后开始预批量生产。FF 81采用FF专有VPA设计，可实现高达60%的FF 91 通用部件结转此外，为FF 81开发的部件可以带回FF 91系列。跨车型共享的大量通用零件创造了规模经济并降低成本。\nFF 81计划具有高性能计算和下一代连接，具有语音优先的用户界面和第三方应用程序的开放生态系统。它还具有集成的自动驾驶功能和相关的硬件功能，包括摄像头、雷达、超声波传感器和可选的激光雷达。\nFF 71\nFF计划的第三款乘用车FF 71系列预计将是一款更紧凑的互联电动汽车，目标起价为 65,000 美元。瞄准C级或D级大众市场（轴距为2,850毫米）。定位于与特斯拉Model 3 和Model Y、宝马3 系列和类似车辆竞争。\nFF 71 旨在将全连接性和先进技术集成到更小的车辆尺寸中。由于FF目前专注于FF 91和FF 81的研发，FF预计FF 71的设计研发要到2022年才会开始，并计划在2024年推出FF 71 Futurist配置，前提是及时获得足够的资金方式。\n然而Model 3的价格从3.4万美元起步，Model S从7.7万美元起步，更不用说ES8中国不到50万人民币的售价，无论是FF91、FF81还是FF71都没有任何的价格优势。统一级别的车型价格相差一倍以上，虽然FF能够通过未来的增量降低成本，但是特斯拉们也在不断做着同样的事情，沉默了2年的贾跃亭如何保证FF会比新势力们更快呢？\nFF如何制造生产？\n首先能够确定的是FF将采用轻资产的结构，也就是说自己并不会建造属于自己的汽车制造工厂。\nFF计划在其位于加利福尼亚州汉福德的制造工厂生产FF 91 系列汽车，年产能为10,000 辆。据了解一旦上市获得资金，FF将启动对汉福德的制造工厂的翻新和建设，并且将在9个月的时间内完成。\n不仅是车身，FF还打算在此制造对FF 91生产至关重要的核心电气化部件，包括逆变器、电动机、电池模块和完整的电池组。除了这些部件外，FF还将在汉福德制造工厂进行与传统车辆制造设施类似的操作，例如车身组装、喷漆作业、最终车辆组装以及FF 91的下线测试。\n\n不仅是这一个制造基地，FF计划可以根据需要扩大在汉福德的生产业务或利用其在韩国的合同制造合作伙伴。对于 FF 81以及FF71，FF 计划将直接汽车生产外包给其在韩国的合同制造合作伙伴。\n因为 FF 认为这符合其轻资产、灵活的制造战略，不仅如此外包还可以减少资本投资并加快其推出 FF 81的上市时间。\n2020年9月1日，FF与韩国Myoung Shin明信集团签署了一项非约束性谅解备忘录，以在FF自身制造能力之外制造 FF车辆。FF选择其的原因也有由于受益于韩国对主要目标市场的进出口关税非常低或没有关税的优势。\n\n明信集团的工厂其实就是前通用汽车工厂，每年可生产270,000辆汽车。根据谅解备忘录，Myoung Shin预计将保留 FF 81和FF 91车身部件的生产能力，以及FF71的整车生产能力。\n而在国内FF将目标锁定在了吉利。2020年12 月，FF与浙江吉利控股集团有限公司签署了一份不具约束力的谅解备忘录，浙江吉利控股集团有限公司也是本次定向增发的认购方，双方拟进行战略合作在工程、技术、供应链和合同制造等各个领域。\n所以如果FF想要在中国通过合资企业的方式获得生产资质，答案不出意外的话就是吉利。\n所以从技术层面来看，FF有自己的独到之处，但是在时间的洪流下因为资金的短缺而停滞不前，这也让新造车势力快速跟进乃至超越。现在的FF想要重新再来并不轻松，成本、技术、制造，解决了融资的第一步，之后的每一步都处处艰难。\nFF可以说只迈出了第一步。虽说万事开头难，但是FF的挑战才刚刚开始，之后的每一步都有可能将其扼杀在摇篮里。所以对于FF来说，道阻且长，必须要用易于常态的思维和努力去追赶，不然这样的差距将越拉越大。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[{"id":175214322,"gmtCreate":1627034184066,"gmtModify":1703482887484,"author":{"id":"3583014476138305","authorId":"3583014476138305","name":"kennynyap","avatar":"https://static.tigerbbs.com/d77d238160cfd0c03fc07e1389d1bca8","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3583014476138305","authorIdStr":"3583014476138305"},"htmlText":"Good...&nbsp;","listText":"Good...&nbsp;","text":"Good...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/175214322","repostId":2153013296,"repostType":4,"repost":{"id":"2153013296","kind":"highlight","pubTimestamp":1627022196,"share":"https://ttm.financial/m/news/2153013296?lang=en_US&edition=fundamental","pubTime":"2021-07-23 14:36","market":"us","language":"zh","title":"With new forces in power, is FF91 competitive?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153013296","media":"华尔街见闻","summary":"曾经从来没有把FF“认真”对待过，因为贾老板的关系，总觉得FF想要坚持下去非常困难。但当FF破除万难，真正开始上市时，我们就对其开始真正的好奇。\n特别是当中国新造车势力飞速发展了5年之后，无论是电池、","content":"I have never taken FF \"seriously\". Because of Boss Jia's relationship, I always feel that it is very difficult for FF to persist. But when FF overcame all difficulties and really started to go public, we began to be really curious about it.Especially after five years of rapid development of China's new car manufacturing forces, whether it is batteries, autonomous driving or<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Long-term progress has been made in cockpit and other fields. Can FF continue to take the lead? Therefore, we analyzed FF from the aspects of technology, vehicle planning, production and manufacturing, and the competitiveness of FF91.No one can tell whether Jia Yueting will succeed in the end, but what we have to do is to make our most correct choice in this complicated era.<h2>What technology does FF have?</h2>FF does have its own uniqueness in technology, but from now on, many leading places have been surpassed.FF has developed several proprietary systems and technologies in vehicle engineering, development and design. As of December 31, 2020, FF has submitted more than 880 patent applications, with approximately 550 patents authorized globally, including approximately 150 authorized in the United States, approximately 380 authorized in China, and more than 700 global trademark registrations.FF's patented technologies cover battery, UI/UX, powertrain, ADAS, body, hardware/software platform, and chassis. Key patents include FF's inverter components, fully immersed batteries for vehicle energy storage systems, patented battery pack designs, integrated drive and motor components, methods and devices for generating current commands for internal permanent magnet (\"IPM\") motors, and seamless vehicle admission systems.<img src=\"https://static.tigerbbs.com/b3294ad71b2b4dddc8fd1502dc5bb14a\" tg-width=\"1586\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">VPA pure electric platformThe VPA is a flexible and adaptable skateboard-like platform that features a monocoque vehicle structure with a unibody chassis and body. The platform directly houses key components of electric vehicles, including all-wheel steering, suspension systems, brakes, wheels, electric propulsion systems, electronic control units and high-voltage batteries, among others. Each of these component systems is designed in-house or integrated into FF vehicles in an effort to optimize performance, efficient packaging and functional integration.Electrical/Electronic (\"E/E\") ArchitectureThe FF91 uses a domain-centric E/E architecture. The domain centralized E/E architecture will consolidate the domain capabilities of five core high-performance domain control units (\"DCUs\") that manage, compute and process control for propulsion, chassis, autonomous driving, body and IoV (vehicle over the Internet-connected infotainment system).The E/E architecture of the FF Variable Platform Architecture is designed to support the power and communications requirements necessary for seamless integration with advanced autonomous systems. All DCUs in FF will support OTA updates and data collection.BatteryFF's proprietary know-how in batteries includes systems for high-density energy storage, battery pack cooling, safety, modularity, efficiency and electronic management. FF's patented \"string\" cell design and integration achieves the industry's largest energy density of battery pack weight, reaching 187 Wh/kg (coolant excluding). Each string includes 6 battery modules, each of which can be adapted to create a 900 volt string.Together with the VPA, the string battery design enables a variety of wheelbase variable ranges. The advanced cooling system in the battery pack consists of FF's patented cell immersion technology, which improves battery safety, extends battery life and increases energy density. The FF 91 will be able to charge from 20% to 80% in about 25 minutes.Ladder wave inverterThe inverter in the FF EV powertrain controls the high-voltage current throughout the vehicle and powers the electric motor, generating torque while driving and delivering energy into the battery pack while braking. The key technical advantages of the FF design include the ability to utilize patented parallel IGBT technology to drive large currents in a small physical package with high efficiency and low cost (low inverter losses provide 98% inverter efficiency), and can achieve high torque accuracy with fast transient response.Due to the joint bonding in the large current path, the inverter can achieve high reliability. The monitoring system is integrated into the inverter to provide greater security. The patented FF Echelon inverter is designed to deliver high power in a compact and lightweight package with high reliability and durability, and can support multiple motor configurations.Integrated motor drive unitThe motor uses hairpin windings to achieve a high copper fill factor and lower losses, resulting in increased torque and power density. The electric drive unit is fully integrated with the inverter, gearbox and control unit to create a compact yet efficient design.The FF-designed drive unit has low noise and low vibration, which can greatly improve the driving experience. Depending on the power requirements of each model, the motors can be used individually or in two or three motor configurations. The combination of high power and high torque is expected to provide powerful power.Internet, Autonomous Driving and Intelligence (\"I.A.I\")The FF uses a dual-chip computing system and runs the Android Automotive operating system. FF's I.A.I system is built on an enhanced Android Automotive codebase and is upgraded with each release of the Google platform. FF's vehicles are designed with software OTA capabilities that allow software and applications in the vehicle to be updated and upgraded over the air to provide ongoing enhancements. The vehicle will always be connected to FF's information cloud.From a technical perspective, FF does have a certain leading position in pure electric platforms, electronic and electrical architectures, trapezoidal wave inverters, and motor drive units. However, in terms of batteries, Internet, and autonomous driving, FF not only has no advantages, but even It lags behind many new car-making forces.<h2>How does FF develop in China?</h2>China is undoubtedly the top priority that FF must develop in the future. As the world's largest and most competitive market in the new energy industry, whoever can win over China will get the key to the golden age. Obviously, Jia Yueting also thought of this.It is understood that FF signed a non-binding memorandum of understanding with a first-tier city in China (whose affiliated entity is the subscriber of the private placement) in September 2020, and FF intends to establish a joint venture company (\"joint venture company\") in the city according to the memorandum. It is understood that this city is Zhuhai City, Guangdong Province.The joint venture is expected to be managed and controlled by FF. The condition of the proposed strategic partnership is that FF will obtain no less than US $500 million in funding through private placement andor business combination.<img src=\"https://static.tigerbbs.com/2f5c9bf67733fba6db1152cf03bb6e8d\" tg-width=\"2185\" tg-height=\"708\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Seeing Hefei's success, Zhuhai obviously doesn't want to lag behind. It is understood that in December 2020, the joint venture company was initially established as a wholly-owned subsidiary of FF, mainly engaged in the manufacturing of FF high-end Internet smart electric vehicles, with a target annual total production capacity of 250,000 vehicles, in the second quarter of 2025 and the fourth quarter of 2026. Achieved in two stages. Judging from the regulation signed by FF and Geely, it is not ruled out that the three parties will cooperate together.However, just yesterday, it was reported that Zhuhai State-owned Assets Supervision and Administration Commission terminated its shareholding in FF. \"Zhuhai State-owned Assets Supervision and Administration Commission did not terminate its shareholding in FF, but was unable to complete the investment due to foreign exchange reasons. The investment quota it owns has been transferred to relevant investment institutions.\" A person close to FF said that the new relevant investment institution has completed the signing of the investment agreement and the payment has been completed within the specified time.From a dealer perspective, FF plans to establish a<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Marketing, sales and after-sales channels, including self-operated stores, partner stores and showrooms, and online networking platforms. FF plans to distribute its vehicles in certain key markets through its direct stores, while establishing a distribution model of direct sales and partner-owned stores and showrooms in other markets. This is the same as many new car-making forces at present.Judging from the distribution situation, FF and many Chinese car dealer giants are currently involved, including<a href=\"https://laohu8.com/S/03836\">Harmony Automobile</a>, Topyoung, Huachi Fuwei and Shanghai Pai and other auto dealer groups signed memorandums of understanding.From the perspective of production, manufacturing, sales, and after-sales, FF has indeed laid the best way, especially the cooperation with Geely and Zhuhai State-owned Assets Supervision and Administration Commission, which can also be regarded as the best start to enter the Chinese market. But ultimately it depends on the product and sales.<h2>Is the FF91 competitive?</h2>Unfortunately, FF91 has certain attraction, but it is far from worth the price of $180,000, and it has no absolute dominance in the face of market competition.As the FF's flagship model, the FF91 has a wheelbase of 3,200 mm and aims to be either E-Class/Executive/Full-size or F-Class/Full-size<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>High-performance luxury electric vehicles in the automotive market segment. FF aims to launch FF 91 within twelve months after the closing of the business combination.Using a proprietary VPA pure electric platform, it features a multi-motor configuration and all-wheel drive system. Equipped with three electric motors (one at the front and two at the rear), the range-topping configuration (FF 91 Futurist) is capable of 850 ~ 1,050 horses and 12,510 Nm of torque.<img src=\"https://static.tigerbbs.com/6d839767adcdd293c5469925527fb035\" tg-width=\"1631\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">This allows the FF91 to accelerate from 100 kilometers to 100 kilometers and rear wheel steering in 2.4 seconds. Not only that, the all-wheel driving structure enables the FF 91 Futurist to perform torque vectoring at the rear to enhance vehicle dynamics and stability. Its all-wheel drive system provides better traction control as well as precise power distribution to improve vehicle handling in emergency situations.In terms of power system, FF91 is indeed among the best new energy vehicles currently available, but in terms of battery technology, FF91 is not ahead.The FF 91 is capable of carrying a maximum 130 kWh battery system and has an estimated driving range of up to 378 miles (608 kilometers) in the EPA cycle and more than 700 kilometers in the NEDC cycle. The FF 91 can also be charged at speeds of up to 200 kW.Such data does not have a strong advantage. In the upcoming listing<a href=\"https://laohu8.com/S/NIO\">Nio</a>The 100-kilowatt-hour battery on the ET7 can achieve NEDC 700 kilometers, while the FF91's battery life of 13 million hours and 700 kilometers is not ahead. Besides, with<a href=\"https://laohu8.com/S/300750\">Ningde era</a>With the continuous advancement of technology, this number is constantly being rewritten. Whether it is charging speed or battery capacity, FF91 does not have an advantage at this point.As for the most critical aspect of autonomous driving of new energy vehicles, FF91 did not give a satisfactory answer.Officials stated that FF's Level 3 autonomous driving readiness system will provide a variety of ADAS functions through the application combination of FF itself and industry partners.<img src=\"https://static.tigerbbs.com/93ada2cb6b0fd8b4bb456d34aced99c0\" tg-width=\"1616\" tg-height=\"937\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">From the hardware point of view, FF 91 will be equipped with 12 cameras, 5 radar sensors, lidar and 12 ultrasonic sensors. According to the official statement, FF's autonomous driving system will provide a number of highway autonomous driving and parking functions to realize automatic valet parking. Car (\"AVP\"). Once the autonomous driving software solution is validated and released, the FF 91 can drive itself.However, this achievement is not as good as that of cars selling for less than 500,000 yuan in China.You must know that Nio has installed 33 high-performance sensing hardware on the ET7, including 11 8-megapixel cameras, 1 ultra-long-range high-precision lidar, 5 millimeter-wave radars, 12 ultrasonic radars, and 2 high-precision positioning units., 1 vehicle-road collaborative sensing and 1 enhanced driver sensing (DMS), it can be said that FF91 is completely abused.At a lower price, the XPeng P5 is equipped with a more powerful perception system. Not only that, FF91 has almost handed over a blank sheet in the research and development of autonomous driving. By the way, Geely Xingyue L, which was just launched the day before yesterday, is already equipped with AVP technology, and the highest configuration of this car is less than 190,000 yuan.<h2>FF model planning?</h2>After FF91, FF did not stop the next step of research and development. After FF91, FF81 and FF71 with lower positioning were successively launched. And Nio,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Like the new car-making forces, they will hold high and then gradually decline, with both brand value and sales volume.<img src=\"https://static.tigerbbs.com/620d8b87aa98c7164c815a3b264eb743\" tg-width=\"1604\" tg-height=\"942\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">FF81As the second model in the FF program, the FF 81 Futurist is targeted to start at $95,000 and is positioned at the upmarket mass-market end of the D-or E-segment (with a 3,000 mm wheelbase). Compete with Tesla Model S and Model X, Nio ES8 similar vehicles. FF has completed the design of FF 81 and conducted a second virtual evaluation cycle of the design and engineering of FF 81.However, the FF 81 is still in the engineering stage, and pre-mass production is expected to begin 18 months after the launch of the FF 91. The FF 81 is designed with FF's proprietary VPA, which enables up to 60% FF 91 common component carryover Additionally, components developed for the FF 81 can be brought back to the FF 91 series. The large number of common parts shared across vehicle models creates economies of scale and reduces costs.The FF 81 program features high-performance computing and next-generation connectivity, with a voice-first user interface and an open ecosystem of third-party applications. It also features integrated autonomous driving capabilities and related hardware features, including cameras, radar, ultrasonic sensors, and optional lidar.FF 71The third passenger vehicle of FF's program, the FF 71 Series, is expected to be a more compact connected electric vehicle with a target starting price of $65,000. Aim for the C-Class or D-Class mass market (wheelbase is 2,850 mm). Positioned to compete with Tesla Model 3 and Model Y, BMW 3 Series and similar vehicles.The FF 71 is designed to integrate full connectivity and advanced technology into a smaller vehicle size. Since FF is currently focused on the research and development of FF 91 and FF 81, FF expects that the design and development of FF 71 will not begin until 2022, and plans to launch the FF 71 Futurist configuration in 2024, provided that sufficient funding methods are obtained in time.However, the price of Model 3 starts from US $34,000, and Model S starts from US $77,000, not to mention the price of ES8 in China is less than 500,000 yuan. Neither FF91, FF81 nor FF71 has any price advantage. The price difference of unified-level models is more than double. Although FF can reduce costs through future increments, Teslas are constantly doing the same thing. How can Jia Yueting, who has been silent for 2 years, guarantee that FF will be faster than the new forces? Woolen cloth?<h2>How does FF manufacture production?</h2>The first thing that can be determined is that FF will adopt an asset-light structure, which means that it will not build its own automobile manufacturing plant.FF plans to build its FF 91 series vehicles at its manufacturing facility in Hanford, California, with an annual production capacity of 10,000 vehicles. It is understood that once the listing is funded, FF will start the renovation and construction of the manufacturing plant in Hanford, which will be completed within nine months.Not only the body, but FF also intends to manufacture here the core electrification components that are crucial to the production of the FF 91, including inverters, electric motors, battery modules and complete battery packs. In addition to these components, FF will also perform operations similar to conventional vehicle manufacturing facilities at the Hanford manufacturing facility, such as body assembly, painting operations, final vehicle assembly, and off-line testing of the FF 91.<img src=\"https://static.tigerbbs.com/239f35cdbab707f7819dcad6fe881013\" tg-width=\"1334\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Not only this one manufacturing base, FF plans to expand production operations in Hanford or leverage its contract manufacturing partners in Korea as needed. For the FF 81 as well as the FF71, FF plans to outsource direct car production to its contract manufacturing partner in South Korea.Because FF believes this is in line with its asset-light, flexible manufacturing strategy, not only that outsourcing can reduce capital investment and speed up its time-to-market launch of the FF 81.On September 1, 2020, FF signed a non-binding memorandum of understanding with South Korea's Myoung Shin Group to manufacture FF vehicles beyond FF's own manufacturing capabilities. The reason why FF chose it is also due to the advantage of benefiting from South Korea's very low or no import and export tariffs on its main target markets.<img src=\"https://static.tigerbbs.com/58acf0a3bd26f33d956634865e772068\" tg-width=\"1640\" tg-height=\"908\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Mingxin Group's factory is actually the former<a href=\"https://laohu8.com/S/GM\">General Motors</a>Factory, which can produce 270,000 vehicles per year. Under the MoU, Myoung Shin expects to retain production capacity for body components for the FF 81 and FF 91, as well as complete vehicle production capacity for the FF71.In China, FF has targeted Geely. In December 2020, FF signed a non-binding memorandum of understanding with Zhejiang Geely Holding Group Co., Ltd. Zhejiang Geely Holding Group Co., Ltd. is also the subscriber of this private placement. The two parties plan to carry out strategic cooperation in engineering, technology, supply chain and contract manufacturing.So if FF wants to obtain production qualifications through joint ventures in China, the answer is Geely.Therefore, from a technical point of view, FF has its own uniqueness, but it has stagnated due to the shortage of funds under the torrent of time, which also allows new car-making forces to quickly follow up or even surpass. It is not easy for FF to start over now. Cost, technology, and manufacturing have solved the first step of financing, and every subsequent step is difficult.FF can be said to have only taken the first step. Although everything is difficult at the beginning, the challenge of FF has just begun, and every step after that may kill it in the cradle. Therefore, for FF, the road is long and difficult, and it is necessary to catch up with easy-to-normal thinking and efforts, otherwise the gap will widen.","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With new forces in power, is FF91 competitive?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith new forces in power, is FF91 competitive?\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2021-07-23 14:36\n\n</h4>\n</header>\n<article>\nI have never taken FF \"seriously\". Because of Boss Jia's relationship, I always feel that it is very difficult for FF to persist. But when FF overcame all difficulties and really started to go public, we began to be really curious about it.Especially after five years of rapid development of China's new car manufacturing forces, whether it is batteries, autonomous driving or<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Long-term progress has been made in cockpit and other fields. Can FF continue to take the lead? Therefore, we analyzed FF from the aspects of technology, vehicle planning, production and manufacturing, and the competitiveness of FF91.No one can tell whether Jia Yueting will succeed in the end, but what we have to do is to make our most correct choice in this complicated era.<h2>What technology does FF have?</h2>FF does have its own uniqueness in technology, but from now on, many leading places have been surpassed.FF has developed several proprietary systems and technologies in vehicle engineering, development and design. As of December 31, 2020, FF has submitted more than 880 patent applications, with approximately 550 patents authorized globally, including approximately 150 authorized in the United States, approximately 380 authorized in China, and more than 700 global trademark registrations.FF's patented technologies cover battery, UI/UX, powertrain, ADAS, body, hardware/software platform, and chassis. Key patents include FF's inverter components, fully immersed batteries for vehicle energy storage systems, patented battery pack designs, integrated drive and motor components, methods and devices for generating current commands for internal permanent magnet (\"IPM\") motors, and seamless vehicle admission systems.<img src=\"https://static.tigerbbs.com/b3294ad71b2b4dddc8fd1502dc5bb14a\" tg-width=\"1586\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">VPA pure electric platformThe VPA is a flexible and adaptable skateboard-like platform that features a monocoque vehicle structure with a unibody chassis and body. The platform directly houses key components of electric vehicles, including all-wheel steering, suspension systems, brakes, wheels, electric propulsion systems, electronic control units and high-voltage batteries, among others. Each of these component systems is designed in-house or integrated into FF vehicles in an effort to optimize performance, efficient packaging and functional integration.Electrical/Electronic (\"E/E\") ArchitectureThe FF91 uses a domain-centric E/E architecture. The domain centralized E/E architecture will consolidate the domain capabilities of five core high-performance domain control units (\"DCUs\") that manage, compute and process control for propulsion, chassis, autonomous driving, body and IoV (vehicle over the Internet-connected infotainment system).The E/E architecture of the FF Variable Platform Architecture is designed to support the power and communications requirements necessary for seamless integration with advanced autonomous systems. All DCUs in FF will support OTA updates and data collection.BatteryFF's proprietary know-how in batteries includes systems for high-density energy storage, battery pack cooling, safety, modularity, efficiency and electronic management. FF's patented \"string\" cell design and integration achieves the industry's largest energy density of battery pack weight, reaching 187 Wh/kg (coolant excluding). Each string includes 6 battery modules, each of which can be adapted to create a 900 volt string.Together with the VPA, the string battery design enables a variety of wheelbase variable ranges. The advanced cooling system in the battery pack consists of FF's patented cell immersion technology, which improves battery safety, extends battery life and increases energy density. The FF 91 will be able to charge from 20% to 80% in about 25 minutes.Ladder wave inverterThe inverter in the FF EV powertrain controls the high-voltage current throughout the vehicle and powers the electric motor, generating torque while driving and delivering energy into the battery pack while braking. The key technical advantages of the FF design include the ability to utilize patented parallel IGBT technology to drive large currents in a small physical package with high efficiency and low cost (low inverter losses provide 98% inverter efficiency), and can achieve high torque accuracy with fast transient response.Due to the joint bonding in the large current path, the inverter can achieve high reliability. The monitoring system is integrated into the inverter to provide greater security. The patented FF Echelon inverter is designed to deliver high power in a compact and lightweight package with high reliability and durability, and can support multiple motor configurations.Integrated motor drive unitThe motor uses hairpin windings to achieve a high copper fill factor and lower losses, resulting in increased torque and power density. The electric drive unit is fully integrated with the inverter, gearbox and control unit to create a compact yet efficient design.The FF-designed drive unit has low noise and low vibration, which can greatly improve the driving experience. Depending on the power requirements of each model, the motors can be used individually or in two or three motor configurations. The combination of high power and high torque is expected to provide powerful power.Internet, Autonomous Driving and Intelligence (\"I.A.I\")The FF uses a dual-chip computing system and runs the Android Automotive operating system. FF's I.A.I system is built on an enhanced Android Automotive codebase and is upgraded with each release of the Google platform. FF's vehicles are designed with software OTA capabilities that allow software and applications in the vehicle to be updated and upgraded over the air to provide ongoing enhancements. The vehicle will always be connected to FF's information cloud.From a technical perspective, FF does have a certain leading position in pure electric platforms, electronic and electrical architectures, trapezoidal wave inverters, and motor drive units. However, in terms of batteries, Internet, and autonomous driving, FF not only has no advantages, but even It lags behind many new car-making forces.<h2>How does FF develop in China?</h2>China is undoubtedly the top priority that FF must develop in the future. As the world's largest and most competitive market in the new energy industry, whoever can win over China will get the key to the golden age. Obviously, Jia Yueting also thought of this.It is understood that FF signed a non-binding memorandum of understanding with a first-tier city in China (whose affiliated entity is the subscriber of the private placement) in September 2020, and FF intends to establish a joint venture company (\"joint venture company\") in the city according to the memorandum. It is understood that this city is Zhuhai City, Guangdong Province.The joint venture is expected to be managed and controlled by FF. The condition of the proposed strategic partnership is that FF will obtain no less than US $500 million in funding through private placement andor business combination.<img src=\"https://static.tigerbbs.com/2f5c9bf67733fba6db1152cf03bb6e8d\" tg-width=\"2185\" tg-height=\"708\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Seeing Hefei's success, Zhuhai obviously doesn't want to lag behind. It is understood that in December 2020, the joint venture company was initially established as a wholly-owned subsidiary of FF, mainly engaged in the manufacturing of FF high-end Internet smart electric vehicles, with a target annual total production capacity of 250,000 vehicles, in the second quarter of 2025 and the fourth quarter of 2026. Achieved in two stages. Judging from the regulation signed by FF and Geely, it is not ruled out that the three parties will cooperate together.However, just yesterday, it was reported that Zhuhai State-owned Assets Supervision and Administration Commission terminated its shareholding in FF. \"Zhuhai State-owned Assets Supervision and Administration Commission did not terminate its shareholding in FF, but was unable to complete the investment due to foreign exchange reasons. The investment quota it owns has been transferred to relevant investment institutions.\" A person close to FF said that the new relevant investment institution has completed the signing of the investment agreement and the payment has been completed within the specified time.From a dealer perspective, FF plans to establish a<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Marketing, sales and after-sales channels, including self-operated stores, partner stores and showrooms, and online networking platforms. FF plans to distribute its vehicles in certain key markets through its direct stores, while establishing a distribution model of direct sales and partner-owned stores and showrooms in other markets. This is the same as many new car-making forces at present.Judging from the distribution situation, FF and many Chinese car dealer giants are currently involved, including<a href=\"https://laohu8.com/S/03836\">Harmony Automobile</a>, Topyoung, Huachi Fuwei and Shanghai Pai and other auto dealer groups signed memorandums of understanding.From the perspective of production, manufacturing, sales, and after-sales, FF has indeed laid the best way, especially the cooperation with Geely and Zhuhai State-owned Assets Supervision and Administration Commission, which can also be regarded as the best start to enter the Chinese market. But ultimately it depends on the product and sales.<h2>Is the FF91 competitive?</h2>Unfortunately, FF91 has certain attraction, but it is far from worth the price of $180,000, and it has no absolute dominance in the face of market competition.As the FF's flagship model, the FF91 has a wheelbase of 3,200 mm and aims to be either E-Class/Executive/Full-size or F-Class/Full-size<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>High-performance luxury electric vehicles in the automotive market segment. FF aims to launch FF 91 within twelve months after the closing of the business combination.Using a proprietary VPA pure electric platform, it features a multi-motor configuration and all-wheel drive system. Equipped with three electric motors (one at the front and two at the rear), the range-topping configuration (FF 91 Futurist) is capable of 850 ~ 1,050 horses and 12,510 Nm of torque.<img src=\"https://static.tigerbbs.com/6d839767adcdd293c5469925527fb035\" tg-width=\"1631\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">This allows the FF91 to accelerate from 100 kilometers to 100 kilometers and rear wheel steering in 2.4 seconds. Not only that, the all-wheel driving structure enables the FF 91 Futurist to perform torque vectoring at the rear to enhance vehicle dynamics and stability. Its all-wheel drive system provides better traction control as well as precise power distribution to improve vehicle handling in emergency situations.In terms of power system, FF91 is indeed among the best new energy vehicles currently available, but in terms of battery technology, FF91 is not ahead.The FF 91 is capable of carrying a maximum 130 kWh battery system and has an estimated driving range of up to 378 miles (608 kilometers) in the EPA cycle and more than 700 kilometers in the NEDC cycle. The FF 91 can also be charged at speeds of up to 200 kW.Such data does not have a strong advantage. In the upcoming listing<a href=\"https://laohu8.com/S/NIO\">Nio</a>The 100-kilowatt-hour battery on the ET7 can achieve NEDC 700 kilometers, while the FF91's battery life of 13 million hours and 700 kilometers is not ahead. Besides, with<a href=\"https://laohu8.com/S/300750\">Ningde era</a>With the continuous advancement of technology, this number is constantly being rewritten. Whether it is charging speed or battery capacity, FF91 does not have an advantage at this point.As for the most critical aspect of autonomous driving of new energy vehicles, FF91 did not give a satisfactory answer.Officials stated that FF's Level 3 autonomous driving readiness system will provide a variety of ADAS functions through the application combination of FF itself and industry partners.<img src=\"https://static.tigerbbs.com/93ada2cb6b0fd8b4bb456d34aced99c0\" tg-width=\"1616\" tg-height=\"937\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">From the hardware point of view, FF 91 will be equipped with 12 cameras, 5 radar sensors, lidar and 12 ultrasonic sensors. According to the official statement, FF's autonomous driving system will provide a number of highway autonomous driving and parking functions to realize automatic valet parking. Car (\"AVP\"). Once the autonomous driving software solution is validated and released, the FF 91 can drive itself.However, this achievement is not as good as that of cars selling for less than 500,000 yuan in China.You must know that Nio has installed 33 high-performance sensing hardware on the ET7, including 11 8-megapixel cameras, 1 ultra-long-range high-precision lidar, 5 millimeter-wave radars, 12 ultrasonic radars, and 2 high-precision positioning units., 1 vehicle-road collaborative sensing and 1 enhanced driver sensing (DMS), it can be said that FF91 is completely abused.At a lower price, the XPeng P5 is equipped with a more powerful perception system. Not only that, FF91 has almost handed over a blank sheet in the research and development of autonomous driving. By the way, Geely Xingyue L, which was just launched the day before yesterday, is already equipped with AVP technology, and the highest configuration of this car is less than 190,000 yuan.<h2>FF model planning?</h2>After FF91, FF did not stop the next step of research and development. After FF91, FF81 and FF71 with lower positioning were successively launched. And Nio,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Like the new car-making forces, they will hold high and then gradually decline, with both brand value and sales volume.<img src=\"https://static.tigerbbs.com/620d8b87aa98c7164c815a3b264eb743\" tg-width=\"1604\" tg-height=\"942\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">FF81As the second model in the FF program, the FF 81 Futurist is targeted to start at $95,000 and is positioned at the upmarket mass-market end of the D-or E-segment (with a 3,000 mm wheelbase). Compete with Tesla Model S and Model X, Nio ES8 similar vehicles. FF has completed the design of FF 81 and conducted a second virtual evaluation cycle of the design and engineering of FF 81.However, the FF 81 is still in the engineering stage, and pre-mass production is expected to begin 18 months after the launch of the FF 91. The FF 81 is designed with FF's proprietary VPA, which enables up to 60% FF 91 common component carryover Additionally, components developed for the FF 81 can be brought back to the FF 91 series. The large number of common parts shared across vehicle models creates economies of scale and reduces costs.The FF 81 program features high-performance computing and next-generation connectivity, with a voice-first user interface and an open ecosystem of third-party applications. It also features integrated autonomous driving capabilities and related hardware features, including cameras, radar, ultrasonic sensors, and optional lidar.FF 71The third passenger vehicle of FF's program, the FF 71 Series, is expected to be a more compact connected electric vehicle with a target starting price of $65,000. Aim for the C-Class or D-Class mass market (wheelbase is 2,850 mm). Positioned to compete with Tesla Model 3 and Model Y, BMW 3 Series and similar vehicles.The FF 71 is designed to integrate full connectivity and advanced technology into a smaller vehicle size. Since FF is currently focused on the research and development of FF 91 and FF 81, FF expects that the design and development of FF 71 will not begin until 2022, and plans to launch the FF 71 Futurist configuration in 2024, provided that sufficient funding methods are obtained in time.However, the price of Model 3 starts from US $34,000, and Model S starts from US $77,000, not to mention the price of ES8 in China is less than 500,000 yuan. Neither FF91, FF81 nor FF71 has any price advantage. The price difference of unified-level models is more than double. Although FF can reduce costs through future increments, Teslas are constantly doing the same thing. How can Jia Yueting, who has been silent for 2 years, guarantee that FF will be faster than the new forces? Woolen cloth?<h2>How does FF manufacture production?</h2>The first thing that can be determined is that FF will adopt an asset-light structure, which means that it will not build its own automobile manufacturing plant.FF plans to build its FF 91 series vehicles at its manufacturing facility in Hanford, California, with an annual production capacity of 10,000 vehicles. It is understood that once the listing is funded, FF will start the renovation and construction of the manufacturing plant in Hanford, which will be completed within nine months.Not only the body, but FF also intends to manufacture here the core electrification components that are crucial to the production of the FF 91, including inverters, electric motors, battery modules and complete battery packs. In addition to these components, FF will also perform operations similar to conventional vehicle manufacturing facilities at the Hanford manufacturing facility, such as body assembly, painting operations, final vehicle assembly, and off-line testing of the FF 91.<img src=\"https://static.tigerbbs.com/239f35cdbab707f7819dcad6fe881013\" tg-width=\"1334\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Not only this one manufacturing base, FF plans to expand production operations in Hanford or leverage its contract manufacturing partners in Korea as needed. For the FF 81 as well as the FF71, FF plans to outsource direct car production to its contract manufacturing partner in South Korea.Because FF believes this is in line with its asset-light, flexible manufacturing strategy, not only that outsourcing can reduce capital investment and speed up its time-to-market launch of the FF 81.On September 1, 2020, FF signed a non-binding memorandum of understanding with South Korea's Myoung Shin Group to manufacture FF vehicles beyond FF's own manufacturing capabilities. The reason why FF chose it is also due to the advantage of benefiting from South Korea's very low or no import and export tariffs on its main target markets.<img src=\"https://static.tigerbbs.com/58acf0a3bd26f33d956634865e772068\" tg-width=\"1640\" tg-height=\"908\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Mingxin Group's factory is actually the former<a href=\"https://laohu8.com/S/GM\">General Motors</a>Factory, which can produce 270,000 vehicles per year. Under the MoU, Myoung Shin expects to retain production capacity for body components for the FF 81 and FF 91, as well as complete vehicle production capacity for the FF71.In China, FF has targeted Geely. In December 2020, FF signed a non-binding memorandum of understanding with Zhejiang Geely Holding Group Co., Ltd. Zhejiang Geely Holding Group Co., Ltd. is also the subscriber of this private placement. The two parties plan to carry out strategic cooperation in engineering, technology, supply chain and contract manufacturing.So if FF wants to obtain production qualifications through joint ventures in China, the answer is Geely.Therefore, from a technical point of view, FF has its own uniqueness, but it has stagnated due to the shortage of funds under the torrent of time, which also allows new car-making forces to quickly follow up or even surpass. It is not easy for FF to start over now. Cost, technology, and manufacturing have solved the first step of financing, and every subsequent step is difficult.FF can be said to have only taken the first step. Although everything is difficult at the beginning, the challenge of FF has just begun, and every step after that may kill it in the cradle. Therefore, for FF, the road is long and difficult, and it is necessary to catch up with easy-to-normal thinking and efforts, otherwise the gap will widen.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3636161\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/565d059507b20700fb12fbd9ad9ba4fb","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636161","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153013296","content_text":"曾经从来没有把FF“认真”对待过，因为贾老板的关系，总觉得FF想要坚持下去非常困难。但当FF破除万难，真正开始上市时，我们就对其开始真正的好奇。\n特别是当中国新造车势力飞速发展了5年之后，无论是电池、自动驾驶还是智能座舱等等领域都有了长远的进步，FF是否还能够继续领先？所以我们从技术、车型规划、生产制造、FF91的竞争力等方面对FF进行了分析。\n没有人能够定论贾跃亭最终是否能够成功，但我们要做的就是在这个纷繁复杂的时代做出自己最正确的选择。\nFF有什么技术？\nFF确实在技术上有自己独特的地方，但从现在来看很多领先的地方都已经被超过。\nFF在车辆工程、开发和设计领域开发了多项专有系统和技术。截至2020年12月31日，FF已提交超过880项专利申请，全球授权专利约550项，其中美国授权约150项，中国授权约380项，全球商标注册量超过700项。\nFF的专利技术涵盖电池、UI/UX、动力总成、ADAS、车身、硬件/软件平台和底盘。关键专利包括 FF 的逆变器组件、用于车辆储能系统的全浸没式电池、获得专利的电池组设计、集成驱动和电机组件、为内部永磁 (“IPM”) 电机生成电流命令的方法和装置以及无缝车辆准入系统。\n\nVPA纯电平台\nVPA是一种灵活且适应性强的类似滑板的平台，采用一体式底盘和车身的单体壳车辆结构。 该平台直接容纳电动汽车的关键部件，包括全轮转向、悬架系统、制动器、车轮、电力推进系统、电子控制单元和高压电池等。 这些组件系统中的每一个都经过内部设计或集成到FF 车辆中，以期努力优化性能、高效包装和功能集成。\n电气/电子（“E/E”）架构\nFF91采用以域为中心的 E/E 架构。域集中式 E/E 架构将整合五个核心高性能域控制单元 (“DCU”) 的域功能，这些单元管理、计算和过程控制，用于推进、底盘、自动驾驶、车身和 IoV（互联网上的车辆 – 连接的信息娱乐系统）。\nFF可变平台架构的 E/E 架构旨在支持与先进自主系统无缝集成所必需的电力和通信要求。 FF的所有DCU都将支持OTA更新和数据收集。\n电池\nFF在电池方面的专有技术包括用于高密度能量存储、电池组冷却、安全性、模块化、效率和电子管理的系统。 FF 获得专利的“串式”电池设计和集成实现了业界最大的电池组重量能量密度，达到187 Wh/kg（不含冷却剂）。每个串包括 6 个电池模块，每个模块都可以适应创建900伏的串。\n与VPA 一起，串电池设计可实现各种轴距可变范围。电池组中先进的冷却系统由 FF 的专利电池浸没技术组成，可以提高电池安全性、延长电池寿命并增加能量密度。FF 91将能够在大约25分钟内从20%充电到80%。\n梯型波逆变器\nFF电动汽车动力系统中的逆变器控制着整个车辆的高压电流，并为电动机提供动力，在行驶时产生扭矩，并在制动时将能量输送到电池组中。FF设计的主要技术优势包括能够利用获得专利的并联 IGBT 技术以高效率和低成本（低逆变器损耗提供 98% 的逆变器效率）驱动大电流的小型物理封装，并可以实现高扭矩具有快速瞬态响应的准确性。\n由于大电流路径中的接头键合，逆变器可以实现高可靠性。监控系统集成到逆变器中，以提供更高的安全性。获得专利的FF Echelon逆变器旨在在紧凑轻巧的封装中提供高功率，具有高可靠性和耐用性，并且可以支持多种电机配置。\n集成电机驱动单元\n电机使用发夹式绕组以实现高铜填充因子和更低的损耗，从而提高扭矩和功率密度。电驱动单元与逆变器、变速箱和控制单元完全集成，以创造紧凑而高效的设计。\nFF设计的驱动单元具有低噪音和低振动，可以极大地改善驾驶体验。根据每种型号的功率要求，电机可以单独使用，也可以在两个或三个电机配置中使用。大功率与大扭矩的结合，有望提供强大的动力。\n互联网、自动驾驶和智能（“I.A.I”）\nFF采用双芯片计算系统，运行Android Automotive操作系统。FF的I.A.I系统建立在增强的Android Automotive代码库上，并随着Google 平台的每个版本进行升级。FF的车辆设计有软件OTA功能，允许以无线方式更新和升级车辆中的软件和应用程序，以提供持续的增强。车辆将始终连接到FF的信息云。\n从技术层面来看，纯电平台、电子电气架构、梯形波逆变器、电机驱动单元上，FF确实拥有一定的领先性，但是在电池、互联网以及自动驾驶方面，FF不仅没有优势，甚至是落后于很多造车新势力。\nFF在中国如何发展？\n中国毫无疑问是FF未来必须发展的重中之重。作为全世界最大，也是新能源行业竞争最激烈的市场，谁能够赢下中国，谁就能够获得开启黄金时代的钥匙。显然贾跃亭也想到如此了。\n据了解FF在2020年9月与中国一级城市（其关联实体为私募的认购方）签署了一份不具约束力的谅解备忘录，FF 拟根据该备忘录在该城市成立一家合资公司（“合资公司”）。而据了解这一城市就是广东省珠海市。\n该合资企业预计将由FF管理和控制。而拟议的战略合作伙伴关系的条件是，FF将通过私募和或业务合并获得不少于5亿美元的资金。\n\n看到合肥的成功，珠海显然并不想落后。据了解2020年12月，合资公司初步成立为FF全资子公司，主要从事FF高端互联网智能电动汽车的制造，目标年总产能为25万辆，2025年第二季度和2026年第四季度分两个阶段实现。结合FF和吉利签署的调控来看，不排除是三方共同合作。\n然而就在昨天有消息称，珠海国资委终止入股FF。“珠海国资委并非终止入股FF，而是因外汇原因导致无法完成此次投资，其拥有的投资额度目前已转让给相关投资机构。”一位接近FF的知情人士表示，新的相关投资机构已完成了投资协议签订，并已经在规定时间内完成打款。\n而从经销商层面来看，FF拟在中国建立线上线下营销、销售和售后渠道，包括自营店、合作店和展厅以及在线网络平台。FF计划通过其直营店在某些重点市场分销其车辆，同时在其他市场建立直销和合作伙伴拥有的门店和展厅的分销模式。这一点和目前很多新造车势力都一样。\n从分销情况来看，目前FF和中国很多汽车经销商巨头都有所涉猎，包括和谐汽车、Topyoung、华驰富威和海派等汽车经销商集团签署了谅解备忘录。\n从生产、制造、销售、售后端来看，FF确实已经最好了铺垫，特别是和吉利以及珠海国资委的合作，也可以被看作是进入中国市场最好的开端。但是最终还是要看产品以及销量。\nFF91有竞争力吗？\n很可惜的是FF91具有一定的吸引力，但是却远远不值18万美元的价格，面对市场的竞争也没有绝对的统治力。\n作为FF的旗舰车型，FF91轴距达到3,200毫米，旨在成为E级/行政/全尺寸或F级/全尺寸豪华车细分市场中的高性能豪华电动车。FF的目标是在业务合并结束后的十二个月内推出 FF 91。\n采用专有的VPA纯电平台，采用多电机配置和全轮驱动系统。配备三台电动机（一台在前，两台在后），顶级配置 (FF 91 Futurist) 能够达到850 ~1,050匹马力和 12,510 Nm 的扭矩。\n\n这使得FF91能够在2.4s内完成百公里加速以及后轮转向。不仅如此，全轮驾驶结构能够使FF 91 Futurist能够在后部进行扭矩矢量控制，以增强车辆动态和稳定性，其全轮驱动系统提供更好的牵引力控制以及精确的动力分配，改善紧急情况下的车辆操控性。\n从动力系统上来说，FF91确实是目前能够买到的新能源车中位列前茅，但是在电池技术上，FF91却并没有领先。\nFF 91最大能够搭载130千瓦时的电池系统，在 EPA 循环中的估计行驶里程可达 378 英里（608公里），在 NEDC 循环中可达到超过700公里。FF 91还可以以高达 200千瓦的速度充电。\n这样的数据并没有很强的优势，在即将上市的蔚来ET7上100千瓦时的电池就能够做到NEDC 700公里，而FF91 130千万时700公里的续航并不领先。况且随着宁德时代的技术不断进步，这一数字也正在不断被改写。无论是充电速度还是电池容量，FF91在这一点上并没有占到优势。\n而在新能源车最关键的自动驾驶方面，FF91也没有给出满意的答卷。\n官方表示FF的Level 3自动驾驶就绪系统将通过FF自身以及行业合作伙伴的应用组合提供多种 ADAS 功能。\n\n从硬件上来看FF 91将配备12个摄像头、5个雷达传感器、激光雷达和12个超声波传感器，根据官方表示FF 的自动驾驶系统将提供多项高速公路自动驾驶和停车功能，实现自动代客泊车（“AVP”）。一旦自动驾驶软件解决方案得到验证和发布，FF 91就可以自动驾驶。\n然而这样的成绩还不及中国售价不到50万元的车。\n要知道蔚来给ET7安上了33个高性能感知硬件，包括11个800万像素摄像头、1个超远距离高精度激光雷达、5个毫米波雷达、12个超声波雷达、2个高精度定位单元、1个车路协同感知和1个增强主驾感知（DMS），可以说是完虐了FF91。\n而在更低的价格小鹏P5上都搭载了更强大的感知系统。不仅如此在自动驾驶的研发上FF91目前几乎是交出了一份白卷，对了，就在前天刚刚上市的吉利星越L上就已经搭载了AVP技术，而款车的最高配还不及19万元。\nFF车型规划？\n在FF91之后，FF并没有停止下一步的研发。在FF91之后相继推出定位更加低的FF81以及FF71。和蔚来、特斯拉等新造车势力一样，高举高大后逐渐向下，品牌价值和销量都要。\n\nFF81\n作为FF计划的第二款车型，FF 81 Futurist 的目标起价为 95,000美元，定位于D级或E级（轴距为3,000毫米）的高端大众市场。与特斯拉 Model S和Model X、蔚来ES8类似车辆竞争。FF已完成FF 81的设计，并对FF 81的设计和工程进行了第二次虚拟评估循环。\n然而FF 81现在还处于工程阶段，预计将在FF 91推出18个月后开始预批量生产。FF 81采用FF专有VPA设计，可实现高达60%的FF 91 通用部件结转此外，为FF 81开发的部件可以带回FF 91系列。跨车型共享的大量通用零件创造了规模经济并降低成本。\nFF 81计划具有高性能计算和下一代连接，具有语音优先的用户界面和第三方应用程序的开放生态系统。它还具有集成的自动驾驶功能和相关的硬件功能，包括摄像头、雷达、超声波传感器和可选的激光雷达。\nFF 71\nFF计划的第三款乘用车FF 71系列预计将是一款更紧凑的互联电动汽车，目标起价为 65,000 美元。瞄准C级或D级大众市场（轴距为2,850毫米）。定位于与特斯拉Model 3 和Model Y、宝马3 系列和类似车辆竞争。\nFF 71 旨在将全连接性和先进技术集成到更小的车辆尺寸中。由于FF目前专注于FF 91和FF 81的研发，FF预计FF 71的设计研发要到2022年才会开始，并计划在2024年推出FF 71 Futurist配置，前提是及时获得足够的资金方式。\n然而Model 3的价格从3.4万美元起步，Model S从7.7万美元起步，更不用说ES8中国不到50万人民币的售价，无论是FF91、FF81还是FF71都没有任何的价格优势。统一级别的车型价格相差一倍以上，虽然FF能够通过未来的增量降低成本，但是特斯拉们也在不断做着同样的事情，沉默了2年的贾跃亭如何保证FF会比新势力们更快呢？\nFF如何制造生产？\n首先能够确定的是FF将采用轻资产的结构，也就是说自己并不会建造属于自己的汽车制造工厂。\nFF计划在其位于加利福尼亚州汉福德的制造工厂生产FF 91 系列汽车，年产能为10,000 辆。据了解一旦上市获得资金，FF将启动对汉福德的制造工厂的翻新和建设，并且将在9个月的时间内完成。\n不仅是车身，FF还打算在此制造对FF 91生产至关重要的核心电气化部件，包括逆变器、电动机、电池模块和完整的电池组。除了这些部件外，FF还将在汉福德制造工厂进行与传统车辆制造设施类似的操作，例如车身组装、喷漆作业、最终车辆组装以及FF 91的下线测试。\n\n不仅是这一个制造基地，FF计划可以根据需要扩大在汉福德的生产业务或利用其在韩国的合同制造合作伙伴。对于 FF 81以及FF71，FF 计划将直接汽车生产外包给其在韩国的合同制造合作伙伴。\n因为 FF 认为这符合其轻资产、灵活的制造战略，不仅如此外包还可以减少资本投资并加快其推出 FF 81的上市时间。\n2020年9月1日，FF与韩国Myoung Shin明信集团签署了一项非约束性谅解备忘录，以在FF自身制造能力之外制造 FF车辆。FF选择其的原因也有由于受益于韩国对主要目标市场的进出口关税非常低或没有关税的优势。\n\n明信集团的工厂其实就是前通用汽车工厂，每年可生产270,000辆汽车。根据谅解备忘录，Myoung Shin预计将保留 FF 81和FF 91车身部件的生产能力，以及FF71的整车生产能力。\n而在国内FF将目标锁定在了吉利。2020年12 月，FF与浙江吉利控股集团有限公司签署了一份不具约束力的谅解备忘录，浙江吉利控股集团有限公司也是本次定向增发的认购方，双方拟进行战略合作在工程、技术、供应链和合同制造等各个领域。\n所以如果FF想要在中国通过合资企业的方式获得生产资质，答案不出意外的话就是吉利。\n所以从技术层面来看，FF有自己的独到之处，但是在时间的洪流下因为资金的短缺而停滞不前，这也让新造车势力快速跟进乃至超越。现在的FF想要重新再来并不轻松，成本、技术、制造，解决了融资的第一步，之后的每一步都处处艰难。\nFF可以说只迈出了第一步。虽说万事开头难，但是FF的挑战才刚刚开始，之后的每一步都有可能将其扼杀在摇篮里。所以对于FF来说，道阻且长，必须要用易于常态的思维和努力去追赶，不然这样的差距将越拉越大。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":175635510,"gmtCreate":1627028065030,"gmtModify":1703482730682,"author":{"id":"3580275814541024","authorId":"3580275814541024","name":"反卡","avatar":"https://static.tigerbbs.com/23b44616759354d7ac0127233867d9b9","vip":1,"crmLevel":11,"crmLevelSwitch":0,"idStr":"3580275814541024","authorIdStr":"3580275814541024"},"htmlText":"呵呵，","listText":"呵呵，","text":"呵呵，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/175635510","repostId":2153013296,"repostType":4,"repost":{"id":"2153013296","kind":"highlight","pubTimestamp":1627022196,"share":"https://ttm.financial/m/news/2153013296?lang=en_US&edition=fundamental","pubTime":"2021-07-23 14:36","market":"us","language":"zh","title":"With new forces in power, is FF91 competitive?","url":"https://stock-news.laohu8.com/highlight/detail?id=2153013296","media":"华尔街见闻","summary":"曾经从来没有把FF“认真”对待过，因为贾老板的关系，总觉得FF想要坚持下去非常困难。但当FF破除万难，真正开始上市时，我们就对其开始真正的好奇。\n特别是当中国新造车势力飞速发展了5年之后，无论是电池、","content":"I have never taken FF \"seriously\". Because of Boss Jia's relationship, I always feel that it is very difficult for FF to persist. But when FF overcame all difficulties and really started to go public, we began to be really curious about it.Especially after five years of rapid development of China's new car manufacturing forces, whether it is batteries, autonomous driving or<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Long-term progress has been made in cockpit and other fields. Can FF continue to take the lead? Therefore, we analyzed FF from the aspects of technology, vehicle planning, production and manufacturing, and the competitiveness of FF91.No one can tell whether Jia Yueting will succeed in the end, but what we have to do is to make our most correct choice in this complicated era.<h2>What technology does FF have?</h2>FF does have its own uniqueness in technology, but from now on, many leading places have been surpassed.FF has developed several proprietary systems and technologies in vehicle engineering, development and design. As of December 31, 2020, FF has submitted more than 880 patent applications, with approximately 550 patents authorized globally, including approximately 150 authorized in the United States, approximately 380 authorized in China, and more than 700 global trademark registrations.FF's patented technologies cover battery, UI/UX, powertrain, ADAS, body, hardware/software platform, and chassis. Key patents include FF's inverter components, fully immersed batteries for vehicle energy storage systems, patented battery pack designs, integrated drive and motor components, methods and devices for generating current commands for internal permanent magnet (\"IPM\") motors, and seamless vehicle admission systems.<img src=\"https://static.tigerbbs.com/b3294ad71b2b4dddc8fd1502dc5bb14a\" tg-width=\"1586\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">VPA pure electric platformThe VPA is a flexible and adaptable skateboard-like platform that features a monocoque vehicle structure with a unibody chassis and body. The platform directly houses key components of electric vehicles, including all-wheel steering, suspension systems, brakes, wheels, electric propulsion systems, electronic control units and high-voltage batteries, among others. Each of these component systems is designed in-house or integrated into FF vehicles in an effort to optimize performance, efficient packaging and functional integration.Electrical/Electronic (\"E/E\") ArchitectureThe FF91 uses a domain-centric E/E architecture. The domain centralized E/E architecture will consolidate the domain capabilities of five core high-performance domain control units (\"DCUs\") that manage, compute and process control for propulsion, chassis, autonomous driving, body and IoV (vehicle over the Internet-connected infotainment system).The E/E architecture of the FF Variable Platform Architecture is designed to support the power and communications requirements necessary for seamless integration with advanced autonomous systems. All DCUs in FF will support OTA updates and data collection.BatteryFF's proprietary know-how in batteries includes systems for high-density energy storage, battery pack cooling, safety, modularity, efficiency and electronic management. FF's patented \"string\" cell design and integration achieves the industry's largest energy density of battery pack weight, reaching 187 Wh/kg (coolant excluding). Each string includes 6 battery modules, each of which can be adapted to create a 900 volt string.Together with the VPA, the string battery design enables a variety of wheelbase variable ranges. The advanced cooling system in the battery pack consists of FF's patented cell immersion technology, which improves battery safety, extends battery life and increases energy density. The FF 91 will be able to charge from 20% to 80% in about 25 minutes.Ladder wave inverterThe inverter in the FF EV powertrain controls the high-voltage current throughout the vehicle and powers the electric motor, generating torque while driving and delivering energy into the battery pack while braking. The key technical advantages of the FF design include the ability to utilize patented parallel IGBT technology to drive large currents in a small physical package with high efficiency and low cost (low inverter losses provide 98% inverter efficiency), and can achieve high torque accuracy with fast transient response.Due to the joint bonding in the large current path, the inverter can achieve high reliability. The monitoring system is integrated into the inverter to provide greater security. The patented FF Echelon inverter is designed to deliver high power in a compact and lightweight package with high reliability and durability, and can support multiple motor configurations.Integrated motor drive unitThe motor uses hairpin windings to achieve a high copper fill factor and lower losses, resulting in increased torque and power density. The electric drive unit is fully integrated with the inverter, gearbox and control unit to create a compact yet efficient design.The FF-designed drive unit has low noise and low vibration, which can greatly improve the driving experience. Depending on the power requirements of each model, the motors can be used individually or in two or three motor configurations. The combination of high power and high torque is expected to provide powerful power.Internet, Autonomous Driving and Intelligence (\"I.A.I\")The FF uses a dual-chip computing system and runs the Android Automotive operating system. FF's I.A.I system is built on an enhanced Android Automotive codebase and is upgraded with each release of the Google platform. FF's vehicles are designed with software OTA capabilities that allow software and applications in the vehicle to be updated and upgraded over the air to provide ongoing enhancements. The vehicle will always be connected to FF's information cloud.From a technical perspective, FF does have a certain leading position in pure electric platforms, electronic and electrical architectures, trapezoidal wave inverters, and motor drive units. However, in terms of batteries, Internet, and autonomous driving, FF not only has no advantages, but even It lags behind many new car-making forces.<h2>How does FF develop in China?</h2>China is undoubtedly the top priority that FF must develop in the future. As the world's largest and most competitive market in the new energy industry, whoever can win over China will get the key to the golden age. Obviously, Jia Yueting also thought of this.It is understood that FF signed a non-binding memorandum of understanding with a first-tier city in China (whose affiliated entity is the subscriber of the private placement) in September 2020, and FF intends to establish a joint venture company (\"joint venture company\") in the city according to the memorandum. It is understood that this city is Zhuhai City, Guangdong Province.The joint venture is expected to be managed and controlled by FF. The condition of the proposed strategic partnership is that FF will obtain no less than US $500 million in funding through private placement andor business combination.<img src=\"https://static.tigerbbs.com/2f5c9bf67733fba6db1152cf03bb6e8d\" tg-width=\"2185\" tg-height=\"708\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Seeing Hefei's success, Zhuhai obviously doesn't want to lag behind. It is understood that in December 2020, the joint venture company was initially established as a wholly-owned subsidiary of FF, mainly engaged in the manufacturing of FF high-end Internet smart electric vehicles, with a target annual total production capacity of 250,000 vehicles, in the second quarter of 2025 and the fourth quarter of 2026. Achieved in two stages. Judging from the regulation signed by FF and Geely, it is not ruled out that the three parties will cooperate together.However, just yesterday, it was reported that Zhuhai State-owned Assets Supervision and Administration Commission terminated its shareholding in FF. \"Zhuhai State-owned Assets Supervision and Administration Commission did not terminate its shareholding in FF, but was unable to complete the investment due to foreign exchange reasons. The investment quota it owns has been transferred to relevant investment institutions.\" A person close to FF said that the new relevant investment institution has completed the signing of the investment agreement and the payment has been completed within the specified time.From a dealer perspective, FF plans to establish a<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Marketing, sales and after-sales channels, including self-operated stores, partner stores and showrooms, and online networking platforms. FF plans to distribute its vehicles in certain key markets through its direct stores, while establishing a distribution model of direct sales and partner-owned stores and showrooms in other markets. This is the same as many new car-making forces at present.Judging from the distribution situation, FF and many Chinese car dealer giants are currently involved, including<a href=\"https://laohu8.com/S/03836\">Harmony Automobile</a>, Topyoung, Huachi Fuwei and Shanghai Pai and other auto dealer groups signed memorandums of understanding.From the perspective of production, manufacturing, sales, and after-sales, FF has indeed laid the best way, especially the cooperation with Geely and Zhuhai State-owned Assets Supervision and Administration Commission, which can also be regarded as the best start to enter the Chinese market. But ultimately it depends on the product and sales.<h2>Is the FF91 competitive?</h2>Unfortunately, FF91 has certain attraction, but it is far from worth the price of $180,000, and it has no absolute dominance in the face of market competition.As the FF's flagship model, the FF91 has a wheelbase of 3,200 mm and aims to be either E-Class/Executive/Full-size or F-Class/Full-size<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>High-performance luxury electric vehicles in the automotive market segment. FF aims to launch FF 91 within twelve months after the closing of the business combination.Using a proprietary VPA pure electric platform, it features a multi-motor configuration and all-wheel drive system. Equipped with three electric motors (one at the front and two at the rear), the range-topping configuration (FF 91 Futurist) is capable of 850 ~ 1,050 horses and 12,510 Nm of torque.<img src=\"https://static.tigerbbs.com/6d839767adcdd293c5469925527fb035\" tg-width=\"1631\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">This allows the FF91 to accelerate from 100 kilometers to 100 kilometers and rear wheel steering in 2.4 seconds. Not only that, the all-wheel driving structure enables the FF 91 Futurist to perform torque vectoring at the rear to enhance vehicle dynamics and stability. Its all-wheel drive system provides better traction control as well as precise power distribution to improve vehicle handling in emergency situations.In terms of power system, FF91 is indeed among the best new energy vehicles currently available, but in terms of battery technology, FF91 is not ahead.The FF 91 is capable of carrying a maximum 130 kWh battery system and has an estimated driving range of up to 378 miles (608 kilometers) in the EPA cycle and more than 700 kilometers in the NEDC cycle. The FF 91 can also be charged at speeds of up to 200 kW.Such data does not have a strong advantage. In the upcoming listing<a href=\"https://laohu8.com/S/NIO\">Nio</a>The 100-kilowatt-hour battery on the ET7 can achieve NEDC 700 kilometers, while the FF91's battery life of 13 million hours and 700 kilometers is not ahead. Besides, with<a href=\"https://laohu8.com/S/300750\">Ningde era</a>With the continuous advancement of technology, this number is constantly being rewritten. Whether it is charging speed or battery capacity, FF91 does not have an advantage at this point.As for the most critical aspect of autonomous driving of new energy vehicles, FF91 did not give a satisfactory answer.Officials stated that FF's Level 3 autonomous driving readiness system will provide a variety of ADAS functions through the application combination of FF itself and industry partners.<img src=\"https://static.tigerbbs.com/93ada2cb6b0fd8b4bb456d34aced99c0\" tg-width=\"1616\" tg-height=\"937\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">From the hardware point of view, FF 91 will be equipped with 12 cameras, 5 radar sensors, lidar and 12 ultrasonic sensors. According to the official statement, FF's autonomous driving system will provide a number of highway autonomous driving and parking functions to realize automatic valet parking. Car (\"AVP\"). Once the autonomous driving software solution is validated and released, the FF 91 can drive itself.However, this achievement is not as good as that of cars selling for less than 500,000 yuan in China.You must know that Nio has installed 33 high-performance sensing hardware on the ET7, including 11 8-megapixel cameras, 1 ultra-long-range high-precision lidar, 5 millimeter-wave radars, 12 ultrasonic radars, and 2 high-precision positioning units., 1 vehicle-road collaborative sensing and 1 enhanced driver sensing (DMS), it can be said that FF91 is completely abused.At a lower price, the XPeng P5 is equipped with a more powerful perception system. Not only that, FF91 has almost handed over a blank sheet in the research and development of autonomous driving. By the way, Geely Xingyue L, which was just launched the day before yesterday, is already equipped with AVP technology, and the highest configuration of this car is less than 190,000 yuan.<h2>FF model planning?</h2>After FF91, FF did not stop the next step of research and development. After FF91, FF81 and FF71 with lower positioning were successively launched. And Nio,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Like the new car-making forces, they will hold high and then gradually decline, with both brand value and sales volume.<img src=\"https://static.tigerbbs.com/620d8b87aa98c7164c815a3b264eb743\" tg-width=\"1604\" tg-height=\"942\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">FF81As the second model in the FF program, the FF 81 Futurist is targeted to start at $95,000 and is positioned at the upmarket mass-market end of the D-or E-segment (with a 3,000 mm wheelbase). Compete with Tesla Model S and Model X, Nio ES8 similar vehicles. FF has completed the design of FF 81 and conducted a second virtual evaluation cycle of the design and engineering of FF 81.However, the FF 81 is still in the engineering stage, and pre-mass production is expected to begin 18 months after the launch of the FF 91. The FF 81 is designed with FF's proprietary VPA, which enables up to 60% FF 91 common component carryover Additionally, components developed for the FF 81 can be brought back to the FF 91 series. The large number of common parts shared across vehicle models creates economies of scale and reduces costs.The FF 81 program features high-performance computing and next-generation connectivity, with a voice-first user interface and an open ecosystem of third-party applications. It also features integrated autonomous driving capabilities and related hardware features, including cameras, radar, ultrasonic sensors, and optional lidar.FF 71The third passenger vehicle of FF's program, the FF 71 Series, is expected to be a more compact connected electric vehicle with a target starting price of $65,000. Aim for the C-Class or D-Class mass market (wheelbase is 2,850 mm). Positioned to compete with Tesla Model 3 and Model Y, BMW 3 Series and similar vehicles.The FF 71 is designed to integrate full connectivity and advanced technology into a smaller vehicle size. Since FF is currently focused on the research and development of FF 91 and FF 81, FF expects that the design and development of FF 71 will not begin until 2022, and plans to launch the FF 71 Futurist configuration in 2024, provided that sufficient funding methods are obtained in time.However, the price of Model 3 starts from US $34,000, and Model S starts from US $77,000, not to mention the price of ES8 in China is less than 500,000 yuan. Neither FF91, FF81 nor FF71 has any price advantage. The price difference of unified-level models is more than double. Although FF can reduce costs through future increments, Teslas are constantly doing the same thing. How can Jia Yueting, who has been silent for 2 years, guarantee that FF will be faster than the new forces? Woolen cloth?<h2>How does FF manufacture production?</h2>The first thing that can be determined is that FF will adopt an asset-light structure, which means that it will not build its own automobile manufacturing plant.FF plans to build its FF 91 series vehicles at its manufacturing facility in Hanford, California, with an annual production capacity of 10,000 vehicles. It is understood that once the listing is funded, FF will start the renovation and construction of the manufacturing plant in Hanford, which will be completed within nine months.Not only the body, but FF also intends to manufacture here the core electrification components that are crucial to the production of the FF 91, including inverters, electric motors, battery modules and complete battery packs. In addition to these components, FF will also perform operations similar to conventional vehicle manufacturing facilities at the Hanford manufacturing facility, such as body assembly, painting operations, final vehicle assembly, and off-line testing of the FF 91.<img src=\"https://static.tigerbbs.com/239f35cdbab707f7819dcad6fe881013\" tg-width=\"1334\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Not only this one manufacturing base, FF plans to expand production operations in Hanford or leverage its contract manufacturing partners in Korea as needed. For the FF 81 as well as the FF71, FF plans to outsource direct car production to its contract manufacturing partner in South Korea.Because FF believes this is in line with its asset-light, flexible manufacturing strategy, not only that outsourcing can reduce capital investment and speed up its time-to-market launch of the FF 81.On September 1, 2020, FF signed a non-binding memorandum of understanding with South Korea's Myoung Shin Group to manufacture FF vehicles beyond FF's own manufacturing capabilities. The reason why FF chose it is also due to the advantage of benefiting from South Korea's very low or no import and export tariffs on its main target markets.<img src=\"https://static.tigerbbs.com/58acf0a3bd26f33d956634865e772068\" tg-width=\"1640\" tg-height=\"908\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Mingxin Group's factory is actually the former<a href=\"https://laohu8.com/S/GM\">General Motors</a>Factory, which can produce 270,000 vehicles per year. Under the MoU, Myoung Shin expects to retain production capacity for body components for the FF 81 and FF 91, as well as complete vehicle production capacity for the FF71.In China, FF has targeted Geely. In December 2020, FF signed a non-binding memorandum of understanding with Zhejiang Geely Holding Group Co., Ltd. Zhejiang Geely Holding Group Co., Ltd. is also the subscriber of this private placement. The two parties plan to carry out strategic cooperation in engineering, technology, supply chain and contract manufacturing.So if FF wants to obtain production qualifications through joint ventures in China, the answer is Geely.Therefore, from a technical point of view, FF has its own uniqueness, but it has stagnated due to the shortage of funds under the torrent of time, which also allows new car-making forces to quickly follow up or even surpass. It is not easy for FF to start over now. Cost, technology, and manufacturing have solved the first step of financing, and every subsequent step is difficult.FF can be said to have only taken the first step. Although everything is difficult at the beginning, the challenge of FF has just begun, and every step after that may kill it in the cradle. Therefore, for FF, the road is long and difficult, and it is necessary to catch up with easy-to-normal thinking and efforts, otherwise the gap will widen.","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>With new forces in power, is FF91 competitive?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWith new forces in power, is FF91 competitive?\n</h2>\n<h4 class=\"meta\">\n\n华尔街见闻2021-07-23 14:36\n\n</h4>\n</header>\n<article>\nI have never taken FF \"seriously\". Because of Boss Jia's relationship, I always feel that it is very difficult for FF to persist. But when FF overcame all difficulties and really started to go public, we began to be really curious about it.Especially after five years of rapid development of China's new car manufacturing forces, whether it is batteries, autonomous driving or<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Long-term progress has been made in cockpit and other fields. Can FF continue to take the lead? Therefore, we analyzed FF from the aspects of technology, vehicle planning, production and manufacturing, and the competitiveness of FF91.No one can tell whether Jia Yueting will succeed in the end, but what we have to do is to make our most correct choice in this complicated era.<h2>What technology does FF have?</h2>FF does have its own uniqueness in technology, but from now on, many leading places have been surpassed.FF has developed several proprietary systems and technologies in vehicle engineering, development and design. As of December 31, 2020, FF has submitted more than 880 patent applications, with approximately 550 patents authorized globally, including approximately 150 authorized in the United States, approximately 380 authorized in China, and more than 700 global trademark registrations.FF's patented technologies cover battery, UI/UX, powertrain, ADAS, body, hardware/software platform, and chassis. Key patents include FF's inverter components, fully immersed batteries for vehicle energy storage systems, patented battery pack designs, integrated drive and motor components, methods and devices for generating current commands for internal permanent magnet (\"IPM\") motors, and seamless vehicle admission systems.<img src=\"https://static.tigerbbs.com/b3294ad71b2b4dddc8fd1502dc5bb14a\" tg-width=\"1586\" tg-height=\"415\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">VPA pure electric platformThe VPA is a flexible and adaptable skateboard-like platform that features a monocoque vehicle structure with a unibody chassis and body. The platform directly houses key components of electric vehicles, including all-wheel steering, suspension systems, brakes, wheels, electric propulsion systems, electronic control units and high-voltage batteries, among others. Each of these component systems is designed in-house or integrated into FF vehicles in an effort to optimize performance, efficient packaging and functional integration.Electrical/Electronic (\"E/E\") ArchitectureThe FF91 uses a domain-centric E/E architecture. The domain centralized E/E architecture will consolidate the domain capabilities of five core high-performance domain control units (\"DCUs\") that manage, compute and process control for propulsion, chassis, autonomous driving, body and IoV (vehicle over the Internet-connected infotainment system).The E/E architecture of the FF Variable Platform Architecture is designed to support the power and communications requirements necessary for seamless integration with advanced autonomous systems. All DCUs in FF will support OTA updates and data collection.BatteryFF's proprietary know-how in batteries includes systems for high-density energy storage, battery pack cooling, safety, modularity, efficiency and electronic management. FF's patented \"string\" cell design and integration achieves the industry's largest energy density of battery pack weight, reaching 187 Wh/kg (coolant excluding). Each string includes 6 battery modules, each of which can be adapted to create a 900 volt string.Together with the VPA, the string battery design enables a variety of wheelbase variable ranges. The advanced cooling system in the battery pack consists of FF's patented cell immersion technology, which improves battery safety, extends battery life and increases energy density. The FF 91 will be able to charge from 20% to 80% in about 25 minutes.Ladder wave inverterThe inverter in the FF EV powertrain controls the high-voltage current throughout the vehicle and powers the electric motor, generating torque while driving and delivering energy into the battery pack while braking. The key technical advantages of the FF design include the ability to utilize patented parallel IGBT technology to drive large currents in a small physical package with high efficiency and low cost (low inverter losses provide 98% inverter efficiency), and can achieve high torque accuracy with fast transient response.Due to the joint bonding in the large current path, the inverter can achieve high reliability. The monitoring system is integrated into the inverter to provide greater security. The patented FF Echelon inverter is designed to deliver high power in a compact and lightweight package with high reliability and durability, and can support multiple motor configurations.Integrated motor drive unitThe motor uses hairpin windings to achieve a high copper fill factor and lower losses, resulting in increased torque and power density. The electric drive unit is fully integrated with the inverter, gearbox and control unit to create a compact yet efficient design.The FF-designed drive unit has low noise and low vibration, which can greatly improve the driving experience. Depending on the power requirements of each model, the motors can be used individually or in two or three motor configurations. The combination of high power and high torque is expected to provide powerful power.Internet, Autonomous Driving and Intelligence (\"I.A.I\")The FF uses a dual-chip computing system and runs the Android Automotive operating system. FF's I.A.I system is built on an enhanced Android Automotive codebase and is upgraded with each release of the Google platform. FF's vehicles are designed with software OTA capabilities that allow software and applications in the vehicle to be updated and upgraded over the air to provide ongoing enhancements. The vehicle will always be connected to FF's information cloud.From a technical perspective, FF does have a certain leading position in pure electric platforms, electronic and electrical architectures, trapezoidal wave inverters, and motor drive units. However, in terms of batteries, Internet, and autonomous driving, FF not only has no advantages, but even It lags behind many new car-making forces.<h2>How does FF develop in China?</h2>China is undoubtedly the top priority that FF must develop in the future. As the world's largest and most competitive market in the new energy industry, whoever can win over China will get the key to the golden age. Obviously, Jia Yueting also thought of this.It is understood that FF signed a non-binding memorandum of understanding with a first-tier city in China (whose affiliated entity is the subscriber of the private placement) in September 2020, and FF intends to establish a joint venture company (\"joint venture company\") in the city according to the memorandum. It is understood that this city is Zhuhai City, Guangdong Province.The joint venture is expected to be managed and controlled by FF. The condition of the proposed strategic partnership is that FF will obtain no less than US $500 million in funding through private placement andor business combination.<img src=\"https://static.tigerbbs.com/2f5c9bf67733fba6db1152cf03bb6e8d\" tg-width=\"2185\" tg-height=\"708\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Seeing Hefei's success, Zhuhai obviously doesn't want to lag behind. It is understood that in December 2020, the joint venture company was initially established as a wholly-owned subsidiary of FF, mainly engaged in the manufacturing of FF high-end Internet smart electric vehicles, with a target annual total production capacity of 250,000 vehicles, in the second quarter of 2025 and the fourth quarter of 2026. Achieved in two stages. Judging from the regulation signed by FF and Geely, it is not ruled out that the three parties will cooperate together.However, just yesterday, it was reported that Zhuhai State-owned Assets Supervision and Administration Commission terminated its shareholding in FF. \"Zhuhai State-owned Assets Supervision and Administration Commission did not terminate its shareholding in FF, but was unable to complete the investment due to foreign exchange reasons. The investment quota it owns has been transferred to relevant investment institutions.\" A person close to FF said that the new relevant investment institution has completed the signing of the investment agreement and the payment has been completed within the specified time.From a dealer perspective, FF plans to establish a<a href=\"https://laohu8.com/S/300959\">Online and Offline</a>Marketing, sales and after-sales channels, including self-operated stores, partner stores and showrooms, and online networking platforms. FF plans to distribute its vehicles in certain key markets through its direct stores, while establishing a distribution model of direct sales and partner-owned stores and showrooms in other markets. This is the same as many new car-making forces at present.Judging from the distribution situation, FF and many Chinese car dealer giants are currently involved, including<a href=\"https://laohu8.com/S/03836\">Harmony Automobile</a>, Topyoung, Huachi Fuwei and Shanghai Pai and other auto dealer groups signed memorandums of understanding.From the perspective of production, manufacturing, sales, and after-sales, FF has indeed laid the best way, especially the cooperation with Geely and Zhuhai State-owned Assets Supervision and Administration Commission, which can also be regarded as the best start to enter the Chinese market. But ultimately it depends on the product and sales.<h2>Is the FF91 competitive?</h2>Unfortunately, FF91 has certain attraction, but it is far from worth the price of $180,000, and it has no absolute dominance in the face of market competition.As the FF's flagship model, the FF91 has a wheelbase of 3,200 mm and aims to be either E-Class/Executive/Full-size or F-Class/Full-size<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>High-performance luxury electric vehicles in the automotive market segment. FF aims to launch FF 91 within twelve months after the closing of the business combination.Using a proprietary VPA pure electric platform, it features a multi-motor configuration and all-wheel drive system. Equipped with three electric motors (one at the front and two at the rear), the range-topping configuration (FF 91 Futurist) is capable of 850 ~ 1,050 horses and 12,510 Nm of torque.<img src=\"https://static.tigerbbs.com/6d839767adcdd293c5469925527fb035\" tg-width=\"1631\" tg-height=\"371\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">This allows the FF91 to accelerate from 100 kilometers to 100 kilometers and rear wheel steering in 2.4 seconds. Not only that, the all-wheel driving structure enables the FF 91 Futurist to perform torque vectoring at the rear to enhance vehicle dynamics and stability. Its all-wheel drive system provides better traction control as well as precise power distribution to improve vehicle handling in emergency situations.In terms of power system, FF91 is indeed among the best new energy vehicles currently available, but in terms of battery technology, FF91 is not ahead.The FF 91 is capable of carrying a maximum 130 kWh battery system and has an estimated driving range of up to 378 miles (608 kilometers) in the EPA cycle and more than 700 kilometers in the NEDC cycle. The FF 91 can also be charged at speeds of up to 200 kW.Such data does not have a strong advantage. In the upcoming listing<a href=\"https://laohu8.com/S/NIO\">Nio</a>The 100-kilowatt-hour battery on the ET7 can achieve NEDC 700 kilometers, while the FF91's battery life of 13 million hours and 700 kilometers is not ahead. Besides, with<a href=\"https://laohu8.com/S/300750\">Ningde era</a>With the continuous advancement of technology, this number is constantly being rewritten. Whether it is charging speed or battery capacity, FF91 does not have an advantage at this point.As for the most critical aspect of autonomous driving of new energy vehicles, FF91 did not give a satisfactory answer.Officials stated that FF's Level 3 autonomous driving readiness system will provide a variety of ADAS functions through the application combination of FF itself and industry partners.<img src=\"https://static.tigerbbs.com/93ada2cb6b0fd8b4bb456d34aced99c0\" tg-width=\"1616\" tg-height=\"937\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">From the hardware point of view, FF 91 will be equipped with 12 cameras, 5 radar sensors, lidar and 12 ultrasonic sensors. According to the official statement, FF's autonomous driving system will provide a number of highway autonomous driving and parking functions to realize automatic valet parking. Car (\"AVP\"). Once the autonomous driving software solution is validated and released, the FF 91 can drive itself.However, this achievement is not as good as that of cars selling for less than 500,000 yuan in China.You must know that Nio has installed 33 high-performance sensing hardware on the ET7, including 11 8-megapixel cameras, 1 ultra-long-range high-precision lidar, 5 millimeter-wave radars, 12 ultrasonic radars, and 2 high-precision positioning units., 1 vehicle-road collaborative sensing and 1 enhanced driver sensing (DMS), it can be said that FF91 is completely abused.At a lower price, the XPeng P5 is equipped with a more powerful perception system. Not only that, FF91 has almost handed over a blank sheet in the research and development of autonomous driving. By the way, Geely Xingyue L, which was just launched the day before yesterday, is already equipped with AVP technology, and the highest configuration of this car is less than 190,000 yuan.<h2>FF model planning?</h2>After FF91, FF did not stop the next step of research and development. After FF91, FF81 and FF71 with lower positioning were successively launched. And Nio,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Like the new car-making forces, they will hold high and then gradually decline, with both brand value and sales volume.<img src=\"https://static.tigerbbs.com/620d8b87aa98c7164c815a3b264eb743\" tg-width=\"1604\" tg-height=\"942\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">FF81As the second model in the FF program, the FF 81 Futurist is targeted to start at $95,000 and is positioned at the upmarket mass-market end of the D-or E-segment (with a 3,000 mm wheelbase). Compete with Tesla Model S and Model X, Nio ES8 similar vehicles. FF has completed the design of FF 81 and conducted a second virtual evaluation cycle of the design and engineering of FF 81.However, the FF 81 is still in the engineering stage, and pre-mass production is expected to begin 18 months after the launch of the FF 91. The FF 81 is designed with FF's proprietary VPA, which enables up to 60% FF 91 common component carryover Additionally, components developed for the FF 81 can be brought back to the FF 91 series. The large number of common parts shared across vehicle models creates economies of scale and reduces costs.The FF 81 program features high-performance computing and next-generation connectivity, with a voice-first user interface and an open ecosystem of third-party applications. It also features integrated autonomous driving capabilities and related hardware features, including cameras, radar, ultrasonic sensors, and optional lidar.FF 71The third passenger vehicle of FF's program, the FF 71 Series, is expected to be a more compact connected electric vehicle with a target starting price of $65,000. Aim for the C-Class or D-Class mass market (wheelbase is 2,850 mm). Positioned to compete with Tesla Model 3 and Model Y, BMW 3 Series and similar vehicles.The FF 71 is designed to integrate full connectivity and advanced technology into a smaller vehicle size. Since FF is currently focused on the research and development of FF 91 and FF 81, FF expects that the design and development of FF 71 will not begin until 2022, and plans to launch the FF 71 Futurist configuration in 2024, provided that sufficient funding methods are obtained in time.However, the price of Model 3 starts from US $34,000, and Model S starts from US $77,000, not to mention the price of ES8 in China is less than 500,000 yuan. Neither FF91, FF81 nor FF71 has any price advantage. The price difference of unified-level models is more than double. Although FF can reduce costs through future increments, Teslas are constantly doing the same thing. How can Jia Yueting, who has been silent for 2 years, guarantee that FF will be faster than the new forces? Woolen cloth?<h2>How does FF manufacture production?</h2>The first thing that can be determined is that FF will adopt an asset-light structure, which means that it will not build its own automobile manufacturing plant.FF plans to build its FF 91 series vehicles at its manufacturing facility in Hanford, California, with an annual production capacity of 10,000 vehicles. It is understood that once the listing is funded, FF will start the renovation and construction of the manufacturing plant in Hanford, which will be completed within nine months.Not only the body, but FF also intends to manufacture here the core electrification components that are crucial to the production of the FF 91, including inverters, electric motors, battery modules and complete battery packs. In addition to these components, FF will also perform operations similar to conventional vehicle manufacturing facilities at the Hanford manufacturing facility, such as body assembly, painting operations, final vehicle assembly, and off-line testing of the FF 91.<img src=\"https://static.tigerbbs.com/239f35cdbab707f7819dcad6fe881013\" tg-width=\"1334\" tg-height=\"750\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Not only this one manufacturing base, FF plans to expand production operations in Hanford or leverage its contract manufacturing partners in Korea as needed. For the FF 81 as well as the FF71, FF plans to outsource direct car production to its contract manufacturing partner in South Korea.Because FF believes this is in line with its asset-light, flexible manufacturing strategy, not only that outsourcing can reduce capital investment and speed up its time-to-market launch of the FF 81.On September 1, 2020, FF signed a non-binding memorandum of understanding with South Korea's Myoung Shin Group to manufacture FF vehicles beyond FF's own manufacturing capabilities. The reason why FF chose it is also due to the advantage of benefiting from South Korea's very low or no import and export tariffs on its main target markets.<img src=\"https://static.tigerbbs.com/58acf0a3bd26f33d956634865e772068\" tg-width=\"1640\" tg-height=\"908\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Mingxin Group's factory is actually the former<a href=\"https://laohu8.com/S/GM\">General Motors</a>Factory, which can produce 270,000 vehicles per year. Under the MoU, Myoung Shin expects to retain production capacity for body components for the FF 81 and FF 91, as well as complete vehicle production capacity for the FF71.In China, FF has targeted Geely. In December 2020, FF signed a non-binding memorandum of understanding with Zhejiang Geely Holding Group Co., Ltd. Zhejiang Geely Holding Group Co., Ltd. is also the subscriber of this private placement. The two parties plan to carry out strategic cooperation in engineering, technology, supply chain and contract manufacturing.So if FF wants to obtain production qualifications through joint ventures in China, the answer is Geely.Therefore, from a technical point of view, FF has its own uniqueness, but it has stagnated due to the shortage of funds under the torrent of time, which also allows new car-making forces to quickly follow up or even surpass. It is not easy for FF to start over now. Cost, technology, and manufacturing have solved the first step of financing, and every subsequent step is difficult.FF can be said to have only taken the first step. Although everything is difficult at the beginning, the challenge of FF has just begun, and every step after that may kill it in the cradle. Therefore, for FF, the road is long and difficult, and it is necessary to catch up with easy-to-normal thinking and efforts, otherwise the gap will widen.\n<div class=\"bt-text\">\n\n\n source：<a href=\"https://wallstreetcn.com/articles/3636161\">华尔街见闻</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/565d059507b20700fb12fbd9ad9ba4fb","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3636161","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153013296","content_text":"曾经从来没有把FF“认真”对待过，因为贾老板的关系，总觉得FF想要坚持下去非常困难。但当FF破除万难，真正开始上市时，我们就对其开始真正的好奇。\n特别是当中国新造车势力飞速发展了5年之后，无论是电池、自动驾驶还是智能座舱等等领域都有了长远的进步，FF是否还能够继续领先？所以我们从技术、车型规划、生产制造、FF91的竞争力等方面对FF进行了分析。\n没有人能够定论贾跃亭最终是否能够成功，但我们要做的就是在这个纷繁复杂的时代做出自己最正确的选择。\nFF有什么技术？\nFF确实在技术上有自己独特的地方，但从现在来看很多领先的地方都已经被超过。\nFF在车辆工程、开发和设计领域开发了多项专有系统和技术。截至2020年12月31日，FF已提交超过880项专利申请，全球授权专利约550项，其中美国授权约150项，中国授权约380项，全球商标注册量超过700项。\nFF的专利技术涵盖电池、UI/UX、动力总成、ADAS、车身、硬件/软件平台和底盘。关键专利包括 FF 的逆变器组件、用于车辆储能系统的全浸没式电池、获得专利的电池组设计、集成驱动和电机组件、为内部永磁 (“IPM”) 电机生成电流命令的方法和装置以及无缝车辆准入系统。\n\nVPA纯电平台\nVPA是一种灵活且适应性强的类似滑板的平台，采用一体式底盘和车身的单体壳车辆结构。 该平台直接容纳电动汽车的关键部件，包括全轮转向、悬架系统、制动器、车轮、电力推进系统、电子控制单元和高压电池等。 这些组件系统中的每一个都经过内部设计或集成到FF 车辆中，以期努力优化性能、高效包装和功能集成。\n电气/电子（“E/E”）架构\nFF91采用以域为中心的 E/E 架构。域集中式 E/E 架构将整合五个核心高性能域控制单元 (“DCU”) 的域功能，这些单元管理、计算和过程控制，用于推进、底盘、自动驾驶、车身和 IoV（互联网上的车辆 – 连接的信息娱乐系统）。\nFF可变平台架构的 E/E 架构旨在支持与先进自主系统无缝集成所必需的电力和通信要求。 FF的所有DCU都将支持OTA更新和数据收集。\n电池\nFF在电池方面的专有技术包括用于高密度能量存储、电池组冷却、安全性、模块化、效率和电子管理的系统。 FF 获得专利的“串式”电池设计和集成实现了业界最大的电池组重量能量密度，达到187 Wh/kg（不含冷却剂）。每个串包括 6 个电池模块，每个模块都可以适应创建900伏的串。\n与VPA 一起，串电池设计可实现各种轴距可变范围。电池组中先进的冷却系统由 FF 的专利电池浸没技术组成，可以提高电池安全性、延长电池寿命并增加能量密度。FF 91将能够在大约25分钟内从20%充电到80%。\n梯型波逆变器\nFF电动汽车动力系统中的逆变器控制着整个车辆的高压电流，并为电动机提供动力，在行驶时产生扭矩，并在制动时将能量输送到电池组中。FF设计的主要技术优势包括能够利用获得专利的并联 IGBT 技术以高效率和低成本（低逆变器损耗提供 98% 的逆变器效率）驱动大电流的小型物理封装，并可以实现高扭矩具有快速瞬态响应的准确性。\n由于大电流路径中的接头键合，逆变器可以实现高可靠性。监控系统集成到逆变器中，以提供更高的安全性。获得专利的FF Echelon逆变器旨在在紧凑轻巧的封装中提供高功率，具有高可靠性和耐用性，并且可以支持多种电机配置。\n集成电机驱动单元\n电机使用发夹式绕组以实现高铜填充因子和更低的损耗，从而提高扭矩和功率密度。电驱动单元与逆变器、变速箱和控制单元完全集成，以创造紧凑而高效的设计。\nFF设计的驱动单元具有低噪音和低振动，可以极大地改善驾驶体验。根据每种型号的功率要求，电机可以单独使用，也可以在两个或三个电机配置中使用。大功率与大扭矩的结合，有望提供强大的动力。\n互联网、自动驾驶和智能（“I.A.I”）\nFF采用双芯片计算系统，运行Android Automotive操作系统。FF的I.A.I系统建立在增强的Android Automotive代码库上，并随着Google 平台的每个版本进行升级。FF的车辆设计有软件OTA功能，允许以无线方式更新和升级车辆中的软件和应用程序，以提供持续的增强。车辆将始终连接到FF的信息云。\n从技术层面来看，纯电平台、电子电气架构、梯形波逆变器、电机驱动单元上，FF确实拥有一定的领先性，但是在电池、互联网以及自动驾驶方面，FF不仅没有优势，甚至是落后于很多造车新势力。\nFF在中国如何发展？\n中国毫无疑问是FF未来必须发展的重中之重。作为全世界最大，也是新能源行业竞争最激烈的市场，谁能够赢下中国，谁就能够获得开启黄金时代的钥匙。显然贾跃亭也想到如此了。\n据了解FF在2020年9月与中国一级城市（其关联实体为私募的认购方）签署了一份不具约束力的谅解备忘录，FF 拟根据该备忘录在该城市成立一家合资公司（“合资公司”）。而据了解这一城市就是广东省珠海市。\n该合资企业预计将由FF管理和控制。而拟议的战略合作伙伴关系的条件是，FF将通过私募和或业务合并获得不少于5亿美元的资金。\n\n看到合肥的成功，珠海显然并不想落后。据了解2020年12月，合资公司初步成立为FF全资子公司，主要从事FF高端互联网智能电动汽车的制造，目标年总产能为25万辆，2025年第二季度和2026年第四季度分两个阶段实现。结合FF和吉利签署的调控来看，不排除是三方共同合作。\n然而就在昨天有消息称，珠海国资委终止入股FF。“珠海国资委并非终止入股FF，而是因外汇原因导致无法完成此次投资，其拥有的投资额度目前已转让给相关投资机构。”一位接近FF的知情人士表示，新的相关投资机构已完成了投资协议签订，并已经在规定时间内完成打款。\n而从经销商层面来看，FF拟在中国建立线上线下营销、销售和售后渠道，包括自营店、合作店和展厅以及在线网络平台。FF计划通过其直营店在某些重点市场分销其车辆，同时在其他市场建立直销和合作伙伴拥有的门店和展厅的分销模式。这一点和目前很多新造车势力都一样。\n从分销情况来看，目前FF和中国很多汽车经销商巨头都有所涉猎，包括和谐汽车、Topyoung、华驰富威和海派等汽车经销商集团签署了谅解备忘录。\n从生产、制造、销售、售后端来看，FF确实已经最好了铺垫，特别是和吉利以及珠海国资委的合作，也可以被看作是进入中国市场最好的开端。但是最终还是要看产品以及销量。\nFF91有竞争力吗？\n很可惜的是FF91具有一定的吸引力，但是却远远不值18万美元的价格，面对市场的竞争也没有绝对的统治力。\n作为FF的旗舰车型，FF91轴距达到3,200毫米，旨在成为E级/行政/全尺寸或F级/全尺寸豪华车细分市场中的高性能豪华电动车。FF的目标是在业务合并结束后的十二个月内推出 FF 91。\n采用专有的VPA纯电平台，采用多电机配置和全轮驱动系统。配备三台电动机（一台在前，两台在后），顶级配置 (FF 91 Futurist) 能够达到850 ~1,050匹马力和 12,510 Nm 的扭矩。\n\n这使得FF91能够在2.4s内完成百公里加速以及后轮转向。不仅如此，全轮驾驶结构能够使FF 91 Futurist能够在后部进行扭矩矢量控制，以增强车辆动态和稳定性，其全轮驱动系统提供更好的牵引力控制以及精确的动力分配，改善紧急情况下的车辆操控性。\n从动力系统上来说，FF91确实是目前能够买到的新能源车中位列前茅，但是在电池技术上，FF91却并没有领先。\nFF 91最大能够搭载130千瓦时的电池系统，在 EPA 循环中的估计行驶里程可达 378 英里（608公里），在 NEDC 循环中可达到超过700公里。FF 91还可以以高达 200千瓦的速度充电。\n这样的数据并没有很强的优势，在即将上市的蔚来ET7上100千瓦时的电池就能够做到NEDC 700公里，而FF91 130千万时700公里的续航并不领先。况且随着宁德时代的技术不断进步，这一数字也正在不断被改写。无论是充电速度还是电池容量，FF91在这一点上并没有占到优势。\n而在新能源车最关键的自动驾驶方面，FF91也没有给出满意的答卷。\n官方表示FF的Level 3自动驾驶就绪系统将通过FF自身以及行业合作伙伴的应用组合提供多种 ADAS 功能。\n\n从硬件上来看FF 91将配备12个摄像头、5个雷达传感器、激光雷达和12个超声波传感器，根据官方表示FF 的自动驾驶系统将提供多项高速公路自动驾驶和停车功能，实现自动代客泊车（“AVP”）。一旦自动驾驶软件解决方案得到验证和发布，FF 91就可以自动驾驶。\n然而这样的成绩还不及中国售价不到50万元的车。\n要知道蔚来给ET7安上了33个高性能感知硬件，包括11个800万像素摄像头、1个超远距离高精度激光雷达、5个毫米波雷达、12个超声波雷达、2个高精度定位单元、1个车路协同感知和1个增强主驾感知（DMS），可以说是完虐了FF91。\n而在更低的价格小鹏P5上都搭载了更强大的感知系统。不仅如此在自动驾驶的研发上FF91目前几乎是交出了一份白卷，对了，就在前天刚刚上市的吉利星越L上就已经搭载了AVP技术，而款车的最高配还不及19万元。\nFF车型规划？\n在FF91之后，FF并没有停止下一步的研发。在FF91之后相继推出定位更加低的FF81以及FF71。和蔚来、特斯拉等新造车势力一样，高举高大后逐渐向下，品牌价值和销量都要。\n\nFF81\n作为FF计划的第二款车型，FF 81 Futurist 的目标起价为 95,000美元，定位于D级或E级（轴距为3,000毫米）的高端大众市场。与特斯拉 Model S和Model X、蔚来ES8类似车辆竞争。FF已完成FF 81的设计，并对FF 81的设计和工程进行了第二次虚拟评估循环。\n然而FF 81现在还处于工程阶段，预计将在FF 91推出18个月后开始预批量生产。FF 81采用FF专有VPA设计，可实现高达60%的FF 91 通用部件结转此外，为FF 81开发的部件可以带回FF 91系列。跨车型共享的大量通用零件创造了规模经济并降低成本。\nFF 81计划具有高性能计算和下一代连接，具有语音优先的用户界面和第三方应用程序的开放生态系统。它还具有集成的自动驾驶功能和相关的硬件功能，包括摄像头、雷达、超声波传感器和可选的激光雷达。\nFF 71\nFF计划的第三款乘用车FF 71系列预计将是一款更紧凑的互联电动汽车，目标起价为 65,000 美元。瞄准C级或D级大众市场（轴距为2,850毫米）。定位于与特斯拉Model 3 和Model Y、宝马3 系列和类似车辆竞争。\nFF 71 旨在将全连接性和先进技术集成到更小的车辆尺寸中。由于FF目前专注于FF 91和FF 81的研发，FF预计FF 71的设计研发要到2022年才会开始，并计划在2024年推出FF 71 Futurist配置，前提是及时获得足够的资金方式。\n然而Model 3的价格从3.4万美元起步，Model S从7.7万美元起步，更不用说ES8中国不到50万人民币的售价，无论是FF91、FF81还是FF71都没有任何的价格优势。统一级别的车型价格相差一倍以上，虽然FF能够通过未来的增量降低成本，但是特斯拉们也在不断做着同样的事情，沉默了2年的贾跃亭如何保证FF会比新势力们更快呢？\nFF如何制造生产？\n首先能够确定的是FF将采用轻资产的结构，也就是说自己并不会建造属于自己的汽车制造工厂。\nFF计划在其位于加利福尼亚州汉福德的制造工厂生产FF 91 系列汽车，年产能为10,000 辆。据了解一旦上市获得资金，FF将启动对汉福德的制造工厂的翻新和建设，并且将在9个月的时间内完成。\n不仅是车身，FF还打算在此制造对FF 91生产至关重要的核心电气化部件，包括逆变器、电动机、电池模块和完整的电池组。除了这些部件外，FF还将在汉福德制造工厂进行与传统车辆制造设施类似的操作，例如车身组装、喷漆作业、最终车辆组装以及FF 91的下线测试。\n\n不仅是这一个制造基地，FF计划可以根据需要扩大在汉福德的生产业务或利用其在韩国的合同制造合作伙伴。对于 FF 81以及FF71，FF 计划将直接汽车生产外包给其在韩国的合同制造合作伙伴。\n因为 FF 认为这符合其轻资产、灵活的制造战略，不仅如此外包还可以减少资本投资并加快其推出 FF 81的上市时间。\n2020年9月1日，FF与韩国Myoung Shin明信集团签署了一项非约束性谅解备忘录，以在FF自身制造能力之外制造 FF车辆。FF选择其的原因也有由于受益于韩国对主要目标市场的进出口关税非常低或没有关税的优势。\n\n明信集团的工厂其实就是前通用汽车工厂，每年可生产270,000辆汽车。根据谅解备忘录，Myoung Shin预计将保留 FF 81和FF 91车身部件的生产能力，以及FF71的整车生产能力。\n而在国内FF将目标锁定在了吉利。2020年12 月，FF与浙江吉利控股集团有限公司签署了一份不具约束力的谅解备忘录，浙江吉利控股集团有限公司也是本次定向增发的认购方，双方拟进行战略合作在工程、技术、供应链和合同制造等各个领域。\n所以如果FF想要在中国通过合资企业的方式获得生产资质，答案不出意外的话就是吉利。\n所以从技术层面来看，FF有自己的独到之处，但是在时间的洪流下因为资金的短缺而停滞不前，这也让新造车势力快速跟进乃至超越。现在的FF想要重新再来并不轻松，成本、技术、制造，解决了融资的第一步，之后的每一步都处处艰难。\nFF可以说只迈出了第一步。虽说万事开头难，但是FF的挑战才刚刚开始，之后的每一步都有可能将其扼杀在摇篮里。所以对于FF来说，道阻且长，必须要用易于常态的思维和努力去追赶，不然这样的差距将越拉越大。","news_type":1,"symbols_score_info":{"FFIE":0.9}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":5303487,"gmtCreate":1627028076533,"gmtModify":1663231366663,"authorId":3580275814541024,"author":{"id":3580275814541024,"idStr":"3580275814541024","authorId":3580275814541024,"name":"反卡","avatar":"https://static.tigerbbs.com/23b44616759354d7ac0127233867d9b9","vip":1,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":175635510,"type":1,"supId":0,"prevId":0,"content":"骗子骗子","text":"骗子骗子","html":"骗子骗子"}],"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":19,"commentSize":2,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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