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tanshenyong
2021-07-12
tesla。。。
The history of domestic car companies' confrontation with Tesla
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The long-range Model Y has a range of 585, dual-motor full drive, and can accelerate from 100 kilometers to 100 kilometers in 5 seconds. Deliveries are expected to begin in August. Compared with the previous long-range version and high-performance version, the price dropped by 70,000 and 100,000, which greatly exceeded market expectations.</p><p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p>Tesla's price reduction is most likely due to the use of lithium iron phosphate batteries produced by Ningde, which cost less. The price of 276,000 yuan is destined to become Tesla's new hot model. This time, the standard battery life version of Model Y entered the price range of less than 300,000 yuan, directly throwing cost anxiety to major car companies. And looking at the whole city, there is no one that can be played.</p><p>Speaking of which, does anyone remember the brake door thing earlier?</p><p>On April 19th, at the Tesla booth at the Shanghai Auto Show, a woman wearing a T-shirt with the words \"Brake Failure\" stood on the roof of a Tesla show car and shouted loudly: \"Tesla's brake failure.\" Then Tesla was faced with overwhelming negative news, news, public opinion and declining sales in April. Amid the many bearish voices in China, this huge catfish seemed to just be slightly silent and jumped up again, gagging all the spectators with sales.</p><p>According to data from the Passenger Car Association, Tesla's wholesale sales in China in June 2021 were 33,155 vehicles, of which Model Y sales were 11,623 vehicles, and Model 3 sales were 21,532 vehicles, including 5,017 vehicles exported.</p><p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p><p>The arrival of Tesla has forced domestic car companies to involve. And its goal is not just other new energy vehicles, but all fuel vehicle companies. With the increase of mileage and the upgrade of autonomous driving, fuel vehicles with slower transformation in the future will be eliminated. This catfish has made great contributions to promoting electrification and intelligence, and the arms race among manufacturers will continue to fight. If we sort out the history of confrontation between domestic car companies and Tesla, we can see that this war without gunpowder is becoming more and more stalemate, and the heroes are competing for the deer, which is probably the case.</p><p><b>One-on-one heads-up match</b></p><p>With the emergence of Tesla, sales volume has opened a new era in the domestic market. The first thing to keep up is the three new forces Wei Xiaoli and traditional car companies<a href=\"https://laohu8.com/S/002594\">BYD</a>The rest of the domestic traditional car companies, whether joint ventures or independent, had been in a wait-and-see state because of their huge fuel vehicle system and difficult transformation. This is why the market value of traditional car companies cannot keep up with the market value of new energy vehicle companies. The strategic layout is one step late. It takes more money and time to make up for it.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>It chose to deliver the first ES8 in May 2018 to take the lead in the domestic new energy vehicle market, followed by ES6, XPeng's G3 and Ideal One. In order to cater to the preferences of domestic consumers, the three companies unanimously chose the SUV model for the first car. Then came Nio's EC6 and XPeng's coupe P7.</p><p>In terms of strategic layout, the three companies chose to fight alone for their own camp. Nio positions itself as a luxury car and focuses on the service system; Ideal focuses on extended range to solve the range anxiety of electric vehicles; Ideal and Nio choose to improve themselves first and then face their opponents. XPeng, on the other hand, is positioned as a mid-to-high-end electric vehicle, focusing on intelligence, and its automotive electronic and electrical architecture is closest to Tesla.</p><p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p><p>Before the second half of 2020, it seems that it has been a cold winter for the industry, and Nio's stock price keeps falling and is on the verge of bankruptcy. In the darkness before dawn, explosive models like BYD Han with lithium iron phosphate blade batteries appeared in China, which boosted the confidence of the entire industry. Then, in the autumn, magic cars like Wuling Hongguang Mini appeared, which even opened up the domestic market for A00 class models.</p><p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p><p>In terms of sales, Nio Motor delivered a total of 8,083 new cars in June, a month-on-month increase of 20.4%. The first monthly delivery exceeded 8,000 units, a record high. In the first half of this year, Nio delivered a total of 41,956 new vehicles, accounting for 95.9% of last year's delivery volume.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Total deliveries in June reached 6,565 units, an increase of 15% from the previous month. The cumulative delivery volume in the first half of the year was 30,738 units, 5.6 times that of the same period last year. XPeng G3's new facelift G3i will be officially released in July, and delivery is expected to start in September. XPeng P5 will start delivery in the fourth quarter, which is expected to drive sales in XPeng to continue to rise.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In June, 7,713 Ideal ONE units were delivered, a month-on-month increase of 78.41%. In the first half of this year, Li Auto's cumulative sales reached 31,886 units.</p><p>Although the sales of BYD Han EV lack stamina, the market pays more attention to the super hybrid series of BYD DM-i. Qin PLUS DM-i sold nearly 10,000 units in June.</p><p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p>The four car companies that were the first to end chose to use different tactics to seize Tesla's market. Now it seems that it is slightly effective, but there is still a partial gap with Tesla's sales.</p><p>It needs to be explained here that the reason why the sales of micro-explosive models are ignored is that the price of A00-class models is generally low, the configuration cannot meet the cost of autonomous driving, and the revenue cannot bring too much increase to car companies. At present, electrification of new energy vehicles is the first step, and intelligence is the second step. The most important thing for all car companies is that they need more than 200,000 explosive models with autonomous driving services to bring a qualitative leap to the company..</p><p><b>Traditional car companies + Internet encirclement and suppression competition</b></p><p>Since the end of last year, seeing that the market value of the three new forces and BYD is unparalleled, traditional car companies have understood at this time that they can't break down or establish. Catalyzed by the wave of intelligence, major Internet companies have come to an end one after another, choosing to learn from each other's strengths and weaknesses with traditional car companies. SAIC chose to cooperate with Ali,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>hug<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>, Tencent and Evergrande established a joint venture, and Huawei's chess game is even bigger.</p><p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>At the end of April this year, three musketeers appeared in Huawei's camp-BAIC, Changan and Xiaokang. BAIC first launched the Jihu model equipped with Huawei lidar, which will be delivered by the end of this year. Then Changan also announced its cooperation with Huawei on the CHN high-end brand. And<a href=\"https://laohu8.com/S/601127\">Xiaokang shares</a>, has deeper cooperation with Huawei, cooperative car manufacturing and Huawei's sales channels have all opened up Xiaokang, creating a scene in which Xiaokang's market value tripled in the first half of this year.</p><p>In today's vehicle market, Xiaokang continued to lead the rise due to an equity incentive after the market closed on Friday. From the perspective of new energy vehicle sales targets, the guaranteed sales volume in 2021 is 32,000 units, and the pursuit target is 40,000 units; In 2022, the guaranteed sales volume of new energy vehicles will be 160,000 units, and the target will be 200,000 units, with an exercise price of 66.03 yuan.</p><p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p><p>In the second half of this year, the sales volume of Cyrus SF5, which cooperates with Huawei, will be reflected in Xiaokang's sales data. The management dares to set such a high target next year, indicating that new models will be launched next year, and the management is confident in this. Moreover, from the perspective of the exercise price, there is generally a large discount, but this time the issue price of Xiaokang is close to the current stock price, which further shows that the management is very optimistic about the company's future. Cooperation with Huawei has completely transformed Xiaokang. And if sales can really reach 160,000 new energy vehicles next year, Xiaokang's market value may be between 200 and 300 billion.</p><p>In addition to the Three Musketeers, Huawei also cooperates with BYD, GAC, and Jianghuai, and its camp is gradually expanding. JAC's high increase in recent days is also rumored to have cooperated with Huawei. Then there is GAC. After the market closed last Friday, GAC announced that it agreed to the implementation of the project between its wholly-owned subsidiary GAC Aian New Energy Vehicle Co., Ltd. and Huawei (AH8 model). The total investment of the project is 150 million yuan, and it is planned to be equipped with the GMC2.0 electromechanical coupling system and mass-produced in December 2022.</p><p>Judging from the sales volume in June, GAC Automobile sold 166,000 vehicles, a year-on-year decrease of 11.01%. In terms of subdivisions, except for the GAC Aian series, which increased by 103.75% year-on-year (the sales volume of the entire series once again exceeded 10,000), other series models all declined year-on-year.</p><p>Generally speaking, the shortcoming of traditional cars lies in the intelligence of cars. Cooperation with Huawei will most likely boost GAC's sales. If traditional car companies can seize this opportunity and smoothly transform under the overall downward trend of fuel vehicles, it will not only be a road to self-help, but they will even be able to compete vertically and horizontally against Tesla and compete for market share.</p><p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><b>Say at the end</b></p><p>The latest Tianfeng data continues to be raised<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile sales, domestic annual sales are expected to reach 2.7 million units, doubling year-on-year. Europe is expected to reach 2.2 million vehicles; The United States is expected to have 700,000 vehicles for the whole year, doubling year-on-year. Global sales in 21 years were 5.8 million, which has been exceeding expectations.</p><p>Due to the high prosperity of the industry, companies from all walks of life want to get a share of the new energy vehicle market. It seems that as long as the title of \"building a car\" is hanging up, it can be done once and for all. But building a car is not that simple. Tesla can always use surprise strategy to encroach on market share while maintaining its own profit margin, so that all car companies can chase behind. To truly win this arms race, domestic car companies need to jump out of superficial thoughts and guard against arrogance and rashness. Although time waits for no one, consumers will pay for products made with care.</p>","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>The history of domestic car companies' confrontation with Tesla</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\">\nThe history of domestic car companies' confrontation with Tesla\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇研究</strong><span class=\"h-time small\">2021-07-12 19:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last week<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model Y standard battery life version is launched, priced at 276,000 yuan, with a battery life of 525 kilometers and an acceleration of 100 kilometers in 5.6 seconds. The long-range Model Y has a range of 585, dual-motor full drive, and can accelerate from 100 kilometers to 100 kilometers in 5 seconds. Deliveries are expected to begin in August. Compared with the previous long-range version and high-performance version, the price dropped by 70,000 and 100,000, which greatly exceeded market expectations.</p><p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p>Tesla's price reduction is most likely due to the use of lithium iron phosphate batteries produced by Ningde, which cost less. The price of 276,000 yuan is destined to become Tesla's new hot model. This time, the standard battery life version of Model Y entered the price range of less than 300,000 yuan, directly throwing cost anxiety to major car companies. And looking at the whole city, there is no one that can be played.</p><p>Speaking of which, does anyone remember the brake door thing earlier?</p><p>On April 19th, at the Tesla booth at the Shanghai Auto Show, a woman wearing a T-shirt with the words \"Brake Failure\" stood on the roof of a Tesla show car and shouted loudly: \"Tesla's brake failure.\" Then Tesla was faced with overwhelming negative news, news, public opinion and declining sales in April. Amid the many bearish voices in China, this huge catfish seemed to just be slightly silent and jumped up again, gagging all the spectators with sales.</p><p>According to data from the Passenger Car Association, Tesla's wholesale sales in China in June 2021 were 33,155 vehicles, of which Model Y sales were 11,623 vehicles, and Model 3 sales were 21,532 vehicles, including 5,017 vehicles exported.</p><p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p><p>The arrival of Tesla has forced domestic car companies to involve. And its goal is not just other new energy vehicles, but all fuel vehicle companies. With the increase of mileage and the upgrade of autonomous driving, fuel vehicles with slower transformation in the future will be eliminated. This catfish has made great contributions to promoting electrification and intelligence, and the arms race among manufacturers will continue to fight. If we sort out the history of confrontation between domestic car companies and Tesla, we can see that this war without gunpowder is becoming more and more stalemate, and the heroes are competing for the deer, which is probably the case.</p><p><b>One-on-one heads-up match</b></p><p>With the emergence of Tesla, sales volume has opened a new era in the domestic market. The first thing to keep up is the three new forces Wei Xiaoli and traditional car companies<a href=\"https://laohu8.com/S/002594\">BYD</a>The rest of the domestic traditional car companies, whether joint ventures or independent, had been in a wait-and-see state because of their huge fuel vehicle system and difficult transformation. This is why the market value of traditional car companies cannot keep up with the market value of new energy vehicle companies. The strategic layout is one step late. It takes more money and time to make up for it.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>It chose to deliver the first ES8 in May 2018 to take the lead in the domestic new energy vehicle market, followed by ES6, XPeng's G3 and Ideal One. In order to cater to the preferences of domestic consumers, the three companies unanimously chose the SUV model for the first car. Then came Nio's EC6 and XPeng's coupe P7.</p><p>In terms of strategic layout, the three companies chose to fight alone for their own camp. Nio positions itself as a luxury car and focuses on the service system; Ideal focuses on extended range to solve the range anxiety of electric vehicles; Ideal and Nio choose to improve themselves first and then face their opponents. XPeng, on the other hand, is positioned as a mid-to-high-end electric vehicle, focusing on intelligence, and its automotive electronic and electrical architecture is closest to Tesla.</p><p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p><p>Before the second half of 2020, it seems that it has been a cold winter for the industry, and Nio's stock price keeps falling and is on the verge of bankruptcy. In the darkness before dawn, explosive models like BYD Han with lithium iron phosphate blade batteries appeared in China, which boosted the confidence of the entire industry. Then, in the autumn, magic cars like Wuling Hongguang Mini appeared, which even opened up the domestic market for A00 class models.</p><p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p><p>In terms of sales, Nio Motor delivered a total of 8,083 new cars in June, a month-on-month increase of 20.4%. The first monthly delivery exceeded 8,000 units, a record high. In the first half of this year, Nio delivered a total of 41,956 new vehicles, accounting for 95.9% of last year's delivery volume.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Total deliveries in June reached 6,565 units, an increase of 15% from the previous month. The cumulative delivery volume in the first half of the year was 30,738 units, 5.6 times that of the same period last year. XPeng G3's new facelift G3i will be officially released in July, and delivery is expected to start in September. XPeng P5 will start delivery in the fourth quarter, which is expected to drive sales in XPeng to continue to rise.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In June, 7,713 Ideal ONE units were delivered, a month-on-month increase of 78.41%. In the first half of this year, Li Auto's cumulative sales reached 31,886 units.</p><p>Although the sales of BYD Han EV lack stamina, the market pays more attention to the super hybrid series of BYD DM-i. Qin PLUS DM-i sold nearly 10,000 units in June.</p><p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p>The four car companies that were the first to end chose to use different tactics to seize Tesla's market. Now it seems that it is slightly effective, but there is still a partial gap with Tesla's sales.</p><p>It needs to be explained here that the reason why the sales of micro-explosive models are ignored is that the price of A00-class models is generally low, the configuration cannot meet the cost of autonomous driving, and the revenue cannot bring too much increase to car companies. At present, electrification of new energy vehicles is the first step, and intelligence is the second step. The most important thing for all car companies is that they need more than 200,000 explosive models with autonomous driving services to bring a qualitative leap to the company..</p><p><b>Traditional car companies + Internet encirclement and suppression competition</b></p><p>Since the end of last year, seeing that the market value of the three new forces and BYD is unparalleled, traditional car companies have understood at this time that they can't break down or establish. Catalyzed by the wave of intelligence, major Internet companies have come to an end one after another, choosing to learn from each other's strengths and weaknesses with traditional car companies. SAIC chose to cooperate with Ali,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>hug<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>, Tencent and Evergrande established a joint venture, and Huawei's chess game is even bigger.</p><p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>At the end of April this year, three musketeers appeared in Huawei's camp-BAIC, Changan and Xiaokang. BAIC first launched the Jihu model equipped with Huawei lidar, which will be delivered by the end of this year. Then Changan also announced its cooperation with Huawei on the CHN high-end brand. And<a href=\"https://laohu8.com/S/601127\">Xiaokang shares</a>, has deeper cooperation with Huawei, cooperative car manufacturing and Huawei's sales channels have all opened up Xiaokang, creating a scene in which Xiaokang's market value tripled in the first half of this year.</p><p>In today's vehicle market, Xiaokang continued to lead the rise due to an equity incentive after the market closed on Friday. From the perspective of new energy vehicle sales targets, the guaranteed sales volume in 2021 is 32,000 units, and the pursuit target is 40,000 units; In 2022, the guaranteed sales volume of new energy vehicles will be 160,000 units, and the target will be 200,000 units, with an exercise price of 66.03 yuan.</p><p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p><p>In the second half of this year, the sales volume of Cyrus SF5, which cooperates with Huawei, will be reflected in Xiaokang's sales data. The management dares to set such a high target next year, indicating that new models will be launched next year, and the management is confident in this. Moreover, from the perspective of the exercise price, there is generally a large discount, but this time the issue price of Xiaokang is close to the current stock price, which further shows that the management is very optimistic about the company's future. Cooperation with Huawei has completely transformed Xiaokang. And if sales can really reach 160,000 new energy vehicles next year, Xiaokang's market value may be between 200 and 300 billion.</p><p>In addition to the Three Musketeers, Huawei also cooperates with BYD, GAC, and Jianghuai, and its camp is gradually expanding. JAC's high increase in recent days is also rumored to have cooperated with Huawei. Then there is GAC. After the market closed last Friday, GAC announced that it agreed to the implementation of the project between its wholly-owned subsidiary GAC Aian New Energy Vehicle Co., Ltd. and Huawei (AH8 model). The total investment of the project is 150 million yuan, and it is planned to be equipped with the GMC2.0 electromechanical coupling system and mass-produced in December 2022.</p><p>Judging from the sales volume in June, GAC Automobile sold 166,000 vehicles, a year-on-year decrease of 11.01%. In terms of subdivisions, except for the GAC Aian series, which increased by 103.75% year-on-year (the sales volume of the entire series once again exceeded 10,000), other series models all declined year-on-year.</p><p>Generally speaking, the shortcoming of traditional cars lies in the intelligence of cars. Cooperation with Huawei will most likely boost GAC's sales. If traditional car companies can seize this opportunity and smoothly transform under the overall downward trend of fuel vehicles, it will not only be a road to self-help, but they will even be able to compete vertically and horizontally against Tesla and compete for market share.</p><p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><b>Say at the end</b></p><p>The latest Tianfeng data continues to be raised<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile sales, domestic annual sales are expected to reach 2.7 million units, doubling year-on-year. Europe is expected to reach 2.2 million vehicles; The United States is expected to have 700,000 vehicles for the whole year, doubling year-on-year. Global sales in 21 years were 5.8 million, which has been exceeding expectations.</p><p>Due to the high prosperity of the industry, companies from all walks of life want to get a share of the new energy vehicle market. It seems that as long as the title of \"building a car\" is hanging up, it can be done once and for all. But building a car is not that simple. Tesla can always use surprise strategy to encroach on market share while maintaining its own profit margin, so that all car companies can chase behind. To truly win this arms race, domestic car companies need to jump out of superficial thoughts and guard against arrogance and rashness. Although time waits for no one, consumers will pay for products made with care.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA\">格隆汇研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"601633":"长城汽车","LI":"理想汽车","01211":"比亚迪股份","02333":"长城汽车","00175":"吉利汽车","002594":"比亚迪","NIO":"蔚来","TSLA":"特斯拉","00305":"五菱汽车","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112768702","content_text":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。\n说到这儿，还有人记得之前刹车门的事吗？\n4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。\n根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。\n\n特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。\n一对一的单挑赛\n随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企比亚迪，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。\n蔚来选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。\n在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。\n\n2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。\n\n销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。\n小鹏汽车6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。\n理想汽车6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。\n比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。\n\n\n这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。\n这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。\n传统车企+互联网的围剿赛\n从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，百度拥抱吉利汽车，腾讯和恒大成立合资公司，而华为的棋局就更大了。\n\n今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而小康股份，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。\n今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。\n\n今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。\n除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。\n从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。\n一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。\n\n说在最后\n最新的天风数据里面继续上调了全国新能源汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。\n由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。","news_type":1,"symbols_score_info":{"601633":0.9,"TSLA":0.9,"NIO":0.9,"01211":0.9,"LI":0.9,"09868":0.9,"XPEV":0.9,"00305":0.9,"002594":0.9,"02333":0.9,"00175":0.9}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":147868890,"gmtCreate":1626350881510,"gmtModify":1703758408710,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089193600492760","authorIdStr":"4089193600492760"},"themes":[],"htmlText":"...","listText":"...","text":"...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147868890","repostId":"1183731861","repostType":4,"isVote":1,"tweetType":1,"viewCount":1596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":146403692,"gmtCreate":1626094565716,"gmtModify":1703753207757,"author":{"id":"4089193600492760","authorId":"4089193600492760","name":"tanshenyong","avatar":"https://static.tigerbbs.com/b3f8f3514b89c06d0d330123b4b64f29","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4089193600492760","authorIdStr":"4089193600492760"},"themes":[],"htmlText":"tesla。。。","listText":"tesla。。。","text":"tesla。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/146403692","repostId":"1112768702","repostType":4,"repost":{"id":"1112768702","kind":"news","pubTimestamp":1626089927,"share":"https://ttm.financial/m/news/1112768702?lang=en_US&edition=fundamental","pubTime":"2021-07-12 19:38","market":"us","language":"zh","title":"The history of domestic car companies' confrontation with Tesla","url":"https://stock-news.laohu8.com/highlight/detail?id=1112768702","media":"格隆汇研究","summary":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性","content":"<p>Last week<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model Y standard battery life version is launched, priced at 276,000 yuan, with a battery life of 525 kilometers and an acceleration of 100 kilometers in 5.6 seconds. The long-range Model Y has a range of 585, dual-motor full drive, and can accelerate from 100 kilometers to 100 kilometers in 5 seconds. Deliveries are expected to begin in August. Compared with the previous long-range version and high-performance version, the price dropped by 70,000 and 100,000, which greatly exceeded market expectations.</p><p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p>Tesla's price reduction is most likely due to the use of lithium iron phosphate batteries produced by Ningde, which cost less. The price of 276,000 yuan is destined to become Tesla's new hot model. This time, the standard battery life version of Model Y entered the price range of less than 300,000 yuan, directly throwing cost anxiety to major car companies. And looking at the whole city, there is no one that can be played.</p><p>Speaking of which, does anyone remember the brake door thing earlier?</p><p>On April 19th, at the Tesla booth at the Shanghai Auto Show, a woman wearing a T-shirt with the words \"Brake Failure\" stood on the roof of a Tesla show car and shouted loudly: \"Tesla's brake failure.\" Then Tesla was faced with overwhelming negative news, news, public opinion and declining sales in April. Amid the many bearish voices in China, this huge catfish seemed to just be slightly silent and jumped up again, gagging all the spectators with sales.</p><p>According to data from the Passenger Car Association, Tesla's wholesale sales in China in June 2021 were 33,155 vehicles, of which Model Y sales were 11,623 vehicles, and Model 3 sales were 21,532 vehicles, including 5,017 vehicles exported.</p><p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p><p>The arrival of Tesla has forced domestic car companies to involve. And its goal is not just other new energy vehicles, but all fuel vehicle companies. With the increase of mileage and the upgrade of autonomous driving, fuel vehicles with slower transformation in the future will be eliminated. This catfish has made great contributions to promoting electrification and intelligence, and the arms race among manufacturers will continue to fight. If we sort out the history of confrontation between domestic car companies and Tesla, we can see that this war without gunpowder is becoming more and more stalemate, and the heroes are competing for the deer, which is probably the case.</p><p><b>One-on-one heads-up match</b></p><p>With the emergence of Tesla, sales volume has opened a new era in the domestic market. The first thing to keep up is the three new forces Wei Xiaoli and traditional car companies<a href=\"https://laohu8.com/S/002594\">BYD</a>The rest of the domestic traditional car companies, whether joint ventures or independent, had been in a wait-and-see state because of their huge fuel vehicle system and difficult transformation. This is why the market value of traditional car companies cannot keep up with the market value of new energy vehicle companies. The strategic layout is one step late. It takes more money and time to make up for it.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>It chose to deliver the first ES8 in May 2018 to take the lead in the domestic new energy vehicle market, followed by ES6, XPeng's G3 and Ideal One. In order to cater to the preferences of domestic consumers, the three companies unanimously chose the SUV model for the first car. Then came Nio's EC6 and XPeng's coupe P7.</p><p>In terms of strategic layout, the three companies chose to fight alone for their own camp. Nio positions itself as a luxury car and focuses on the service system; Ideal focuses on extended range to solve the range anxiety of electric vehicles; Ideal and Nio choose to improve themselves first and then face their opponents. XPeng, on the other hand, is positioned as a mid-to-high-end electric vehicle, focusing on intelligence, and its automotive electronic and electrical architecture is closest to Tesla.</p><p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p><p>Before the second half of 2020, it seems that it has been a cold winter for the industry, and Nio's stock price keeps falling and is on the verge of bankruptcy. In the darkness before dawn, explosive models like BYD Han with lithium iron phosphate blade batteries appeared in China, which boosted the confidence of the entire industry. Then, in the autumn, magic cars like Wuling Hongguang Mini appeared, which even opened up the domestic market for A00 class models.</p><p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p><p>In terms of sales, Nio Motor delivered a total of 8,083 new cars in June, a month-on-month increase of 20.4%. The first monthly delivery exceeded 8,000 units, a record high. In the first half of this year, Nio delivered a total of 41,956 new vehicles, accounting for 95.9% of last year's delivery volume.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Total deliveries in June reached 6,565 units, an increase of 15% from the previous month. The cumulative delivery volume in the first half of the year was 30,738 units, 5.6 times that of the same period last year. XPeng G3's new facelift G3i will be officially released in July, and delivery is expected to start in September. XPeng P5 will start delivery in the fourth quarter, which is expected to drive sales in XPeng to continue to rise.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In June, 7,713 Ideal ONE units were delivered, a month-on-month increase of 78.41%. In the first half of this year, Li Auto's cumulative sales reached 31,886 units.</p><p>Although the sales of BYD Han EV lack stamina, the market pays more attention to the super hybrid series of BYD DM-i. Qin PLUS DM-i sold nearly 10,000 units in June.</p><p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p>The four car companies that were the first to end chose to use different tactics to seize Tesla's market. Now it seems that it is slightly effective, but there is still a partial gap with Tesla's sales.</p><p>It needs to be explained here that the reason why the sales of micro-explosive models are ignored is that the price of A00-class models is generally low, the configuration cannot meet the cost of autonomous driving, and the revenue cannot bring too much increase to car companies. At present, electrification of new energy vehicles is the first step, and intelligence is the second step. The most important thing for all car companies is that they need more than 200,000 explosive models with autonomous driving services to bring a qualitative leap to the company..</p><p><b>Traditional car companies + Internet encirclement and suppression competition</b></p><p>Since the end of last year, seeing that the market value of the three new forces and BYD is unparalleled, traditional car companies have understood at this time that they can't break down or establish. Catalyzed by the wave of intelligence, major Internet companies have come to an end one after another, choosing to learn from each other's strengths and weaknesses with traditional car companies. SAIC chose to cooperate with Ali,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>hug<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>, Tencent and Evergrande established a joint venture, and Huawei's chess game is even bigger.</p><p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>At the end of April this year, three musketeers appeared in Huawei's camp-BAIC, Changan and Xiaokang. BAIC first launched the Jihu model equipped with Huawei lidar, which will be delivered by the end of this year. Then Changan also announced its cooperation with Huawei on the CHN high-end brand. And<a href=\"https://laohu8.com/S/601127\">Xiaokang shares</a>, has deeper cooperation with Huawei, cooperative car manufacturing and Huawei's sales channels have all opened up Xiaokang, creating a scene in which Xiaokang's market value tripled in the first half of this year.</p><p>In today's vehicle market, Xiaokang continued to lead the rise due to an equity incentive after the market closed on Friday. From the perspective of new energy vehicle sales targets, the guaranteed sales volume in 2021 is 32,000 units, and the pursuit target is 40,000 units; In 2022, the guaranteed sales volume of new energy vehicles will be 160,000 units, and the target will be 200,000 units, with an exercise price of 66.03 yuan.</p><p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p><p>In the second half of this year, the sales volume of Cyrus SF5, which cooperates with Huawei, will be reflected in Xiaokang's sales data. The management dares to set such a high target next year, indicating that new models will be launched next year, and the management is confident in this. Moreover, from the perspective of the exercise price, there is generally a large discount, but this time the issue price of Xiaokang is close to the current stock price, which further shows that the management is very optimistic about the company's future. Cooperation with Huawei has completely transformed Xiaokang. And if sales can really reach 160,000 new energy vehicles next year, Xiaokang's market value may be between 200 and 300 billion.</p><p>In addition to the Three Musketeers, Huawei also cooperates with BYD, GAC, and Jianghuai, and its camp is gradually expanding. JAC's high increase in recent days is also rumored to have cooperated with Huawei. Then there is GAC. After the market closed last Friday, GAC announced that it agreed to the implementation of the project between its wholly-owned subsidiary GAC Aian New Energy Vehicle Co., Ltd. and Huawei (AH8 model). The total investment of the project is 150 million yuan, and it is planned to be equipped with the GMC2.0 electromechanical coupling system and mass-produced in December 2022.</p><p>Judging from the sales volume in June, GAC Automobile sold 166,000 vehicles, a year-on-year decrease of 11.01%. In terms of subdivisions, except for the GAC Aian series, which increased by 103.75% year-on-year (the sales volume of the entire series once again exceeded 10,000), other series models all declined year-on-year.</p><p>Generally speaking, the shortcoming of traditional cars lies in the intelligence of cars. Cooperation with Huawei will most likely boost GAC's sales. If traditional car companies can seize this opportunity and smoothly transform under the overall downward trend of fuel vehicles, it will not only be a road to self-help, but they will even be able to compete vertically and horizontally against Tesla and compete for market share.</p><p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><b>Say at the end</b></p><p>The latest Tianfeng data continues to be raised<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile sales, domestic annual sales are expected to reach 2.7 million units, doubling year-on-year. Europe is expected to reach 2.2 million vehicles; The United States is expected to have 700,000 vehicles for the whole year, doubling year-on-year. Global sales in 21 years were 5.8 million, which has been exceeding expectations.</p><p>Due to the high prosperity of the industry, companies from all walks of life want to get a share of the new energy vehicle market. It seems that as long as the title of \"building a car\" is hanging up, it can be done once and for all. But building a car is not that simple. Tesla can always use surprise strategy to encroach on market share while maintaining its own profit margin, so that all car companies can chase behind. To truly win this arms race, domestic car companies need to jump out of superficial thoughts and guard against arrogance and rashness. Although time waits for no one, consumers will pay for products made with care.</p>","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>The history of domestic car companies' confrontation with Tesla</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\">\nThe history of domestic car companies' confrontation with Tesla\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇研究</strong><span class=\"h-time small\">2021-07-12 19:38</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Last week<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>The Model Y standard battery life version is launched, priced at 276,000 yuan, with a battery life of 525 kilometers and an acceleration of 100 kilometers in 5.6 seconds. The long-range Model Y has a range of 585, dual-motor full drive, and can accelerate from 100 kilometers to 100 kilometers in 5 seconds. Deliveries are expected to begin in August. Compared with the previous long-range version and high-performance version, the price dropped by 70,000 and 100,000, which greatly exceeded market expectations.</p><p><img src=\"https://static.tigerbbs.com/171f95218c8fe4cfccc6cf6ccbfabd89\" tg-width=\"1080\" tg-height=\"621\" referrerpolicy=\"no-referrer\"></p><p>Tesla's price reduction is most likely due to the use of lithium iron phosphate batteries produced by Ningde, which cost less. The price of 276,000 yuan is destined to become Tesla's new hot model. This time, the standard battery life version of Model Y entered the price range of less than 300,000 yuan, directly throwing cost anxiety to major car companies. And looking at the whole city, there is no one that can be played.</p><p>Speaking of which, does anyone remember the brake door thing earlier?</p><p>On April 19th, at the Tesla booth at the Shanghai Auto Show, a woman wearing a T-shirt with the words \"Brake Failure\" stood on the roof of a Tesla show car and shouted loudly: \"Tesla's brake failure.\" Then Tesla was faced with overwhelming negative news, news, public opinion and declining sales in April. Amid the many bearish voices in China, this huge catfish seemed to just be slightly silent and jumped up again, gagging all the spectators with sales.</p><p>According to data from the Passenger Car Association, Tesla's wholesale sales in China in June 2021 were 33,155 vehicles, of which Model Y sales were 11,623 vehicles, and Model 3 sales were 21,532 vehicles, including 5,017 vehicles exported.</p><p><img src=\"https://static.tigerbbs.com/aad1f09b6fe82f723f651c557b6318b1\" tg-width=\"1080\" tg-height=\"590\" referrerpolicy=\"no-referrer\"></p><p>The arrival of Tesla has forced domestic car companies to involve. And its goal is not just other new energy vehicles, but all fuel vehicle companies. With the increase of mileage and the upgrade of autonomous driving, fuel vehicles with slower transformation in the future will be eliminated. This catfish has made great contributions to promoting electrification and intelligence, and the arms race among manufacturers will continue to fight. If we sort out the history of confrontation between domestic car companies and Tesla, we can see that this war without gunpowder is becoming more and more stalemate, and the heroes are competing for the deer, which is probably the case.</p><p><b>One-on-one heads-up match</b></p><p>With the emergence of Tesla, sales volume has opened a new era in the domestic market. The first thing to keep up is the three new forces Wei Xiaoli and traditional car companies<a href=\"https://laohu8.com/S/002594\">BYD</a>The rest of the domestic traditional car companies, whether joint ventures or independent, had been in a wait-and-see state because of their huge fuel vehicle system and difficult transformation. This is why the market value of traditional car companies cannot keep up with the market value of new energy vehicle companies. The strategic layout is one step late. It takes more money and time to make up for it.</p><p><a href=\"https://laohu8.com/S/NIO\">Nio</a>It chose to deliver the first ES8 in May 2018 to take the lead in the domestic new energy vehicle market, followed by ES6, XPeng's G3 and Ideal One. In order to cater to the preferences of domestic consumers, the three companies unanimously chose the SUV model for the first car. Then came Nio's EC6 and XPeng's coupe P7.</p><p>In terms of strategic layout, the three companies chose to fight alone for their own camp. Nio positions itself as a luxury car and focuses on the service system; Ideal focuses on extended range to solve the range anxiety of electric vehicles; Ideal and Nio choose to improve themselves first and then face their opponents. XPeng, on the other hand, is positioned as a mid-to-high-end electric vehicle, focusing on intelligence, and its automotive electronic and electrical architecture is closest to Tesla.</p><p><img src=\"https://static.tigerbbs.com/4a04cbe3a8ffda6cae7aeb65bdbe8159\" tg-width=\"836\" tg-height=\"1055\" referrerpolicy=\"no-referrer\"></p><p>Before the second half of 2020, it seems that it has been a cold winter for the industry, and Nio's stock price keeps falling and is on the verge of bankruptcy. In the darkness before dawn, explosive models like BYD Han with lithium iron phosphate blade batteries appeared in China, which boosted the confidence of the entire industry. Then, in the autumn, magic cars like Wuling Hongguang Mini appeared, which even opened up the domestic market for A00 class models.</p><p><img src=\"https://static.tigerbbs.com/282d619c585c739411aa86293cf88f7a\" tg-width=\"1080\" tg-height=\"642\" referrerpolicy=\"no-referrer\"></p><p>In terms of sales, Nio Motor delivered a total of 8,083 new cars in June, a month-on-month increase of 20.4%. The first monthly delivery exceeded 8,000 units, a record high. In the first half of this year, Nio delivered a total of 41,956 new vehicles, accounting for 95.9% of last year's delivery volume.</p><p><a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Total deliveries in June reached 6,565 units, an increase of 15% from the previous month. The cumulative delivery volume in the first half of the year was 30,738 units, 5.6 times that of the same period last year. XPeng G3's new facelift G3i will be officially released in July, and delivery is expected to start in September. XPeng P5 will start delivery in the fourth quarter, which is expected to drive sales in XPeng to continue to rise.</p><p><a href=\"https://laohu8.com/S/LI\">Li Auto</a>In June, 7,713 Ideal ONE units were delivered, a month-on-month increase of 78.41%. In the first half of this year, Li Auto's cumulative sales reached 31,886 units.</p><p>Although the sales of BYD Han EV lack stamina, the market pays more attention to the super hybrid series of BYD DM-i. Qin PLUS DM-i sold nearly 10,000 units in June.</p><p><img src=\"https://static.tigerbbs.com/441ca2bcec13419bf9ac040c884b8308\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/867ef7683167f25df5ce156e61500fbf\" tg-width=\"750\" tg-height=\"1091\" referrerpolicy=\"no-referrer\"></p><p>The four car companies that were the first to end chose to use different tactics to seize Tesla's market. Now it seems that it is slightly effective, but there is still a partial gap with Tesla's sales.</p><p>It needs to be explained here that the reason why the sales of micro-explosive models are ignored is that the price of A00-class models is generally low, the configuration cannot meet the cost of autonomous driving, and the revenue cannot bring too much increase to car companies. At present, electrification of new energy vehicles is the first step, and intelligence is the second step. The most important thing for all car companies is that they need more than 200,000 explosive models with autonomous driving services to bring a qualitative leap to the company..</p><p><b>Traditional car companies + Internet encirclement and suppression competition</b></p><p>Since the end of last year, seeing that the market value of the three new forces and BYD is unparalleled, traditional car companies have understood at this time that they can't break down or establish. Catalyzed by the wave of intelligence, major Internet companies have come to an end one after another, choosing to learn from each other's strengths and weaknesses with traditional car companies. SAIC chose to cooperate with Ali,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>hug<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>, Tencent and Evergrande established a joint venture, and Huawei's chess game is even bigger.</p><p><img src=\"https://static.tigerbbs.com/6fefabebad7b5df171c080d0e9a6e0b4\" tg-width=\"1080\" tg-height=\"497\" referrerpolicy=\"no-referrer\"></p><p>At the end of April this year, three musketeers appeared in Huawei's camp-BAIC, Changan and Xiaokang. BAIC first launched the Jihu model equipped with Huawei lidar, which will be delivered by the end of this year. Then Changan also announced its cooperation with Huawei on the CHN high-end brand. And<a href=\"https://laohu8.com/S/601127\">Xiaokang shares</a>, has deeper cooperation with Huawei, cooperative car manufacturing and Huawei's sales channels have all opened up Xiaokang, creating a scene in which Xiaokang's market value tripled in the first half of this year.</p><p>In today's vehicle market, Xiaokang continued to lead the rise due to an equity incentive after the market closed on Friday. From the perspective of new energy vehicle sales targets, the guaranteed sales volume in 2021 is 32,000 units, and the pursuit target is 40,000 units; In 2022, the guaranteed sales volume of new energy vehicles will be 160,000 units, and the target will be 200,000 units, with an exercise price of 66.03 yuan.</p><p><img src=\"https://static.tigerbbs.com/8ba4b1cfc0a165fcfc3566685507e2d2\" tg-width=\"1080\" tg-height=\"892\" referrerpolicy=\"no-referrer\"></p><p>In the second half of this year, the sales volume of Cyrus SF5, which cooperates with Huawei, will be reflected in Xiaokang's sales data. The management dares to set such a high target next year, indicating that new models will be launched next year, and the management is confident in this. Moreover, from the perspective of the exercise price, there is generally a large discount, but this time the issue price of Xiaokang is close to the current stock price, which further shows that the management is very optimistic about the company's future. Cooperation with Huawei has completely transformed Xiaokang. And if sales can really reach 160,000 new energy vehicles next year, Xiaokang's market value may be between 200 and 300 billion.</p><p>In addition to the Three Musketeers, Huawei also cooperates with BYD, GAC, and Jianghuai, and its camp is gradually expanding. JAC's high increase in recent days is also rumored to have cooperated with Huawei. Then there is GAC. After the market closed last Friday, GAC announced that it agreed to the implementation of the project between its wholly-owned subsidiary GAC Aian New Energy Vehicle Co., Ltd. and Huawei (AH8 model). The total investment of the project is 150 million yuan, and it is planned to be equipped with the GMC2.0 electromechanical coupling system and mass-produced in December 2022.</p><p>Judging from the sales volume in June, GAC Automobile sold 166,000 vehicles, a year-on-year decrease of 11.01%. In terms of subdivisions, except for the GAC Aian series, which increased by 103.75% year-on-year (the sales volume of the entire series once again exceeded 10,000), other series models all declined year-on-year.</p><p>Generally speaking, the shortcoming of traditional cars lies in the intelligence of cars. Cooperation with Huawei will most likely boost GAC's sales. If traditional car companies can seize this opportunity and smoothly transform under the overall downward trend of fuel vehicles, it will not only be a road to self-help, but they will even be able to compete vertically and horizontally against Tesla and compete for market share.</p><p><img src=\"https://static.tigerbbs.com/82b1a93a5cf36d2e3f5ae04a4967d4a3\" tg-width=\"1080\" tg-height=\"618\" referrerpolicy=\"no-referrer\"></p><p><b>Say at the end</b></p><p>The latest Tianfeng data continues to be raised<a href=\"https://laohu8.com/S/600617\">National New Energy</a>Automobile sales, domestic annual sales are expected to reach 2.7 million units, doubling year-on-year. Europe is expected to reach 2.2 million vehicles; The United States is expected to have 700,000 vehicles for the whole year, doubling year-on-year. Global sales in 21 years were 5.8 million, which has been exceeding expectations.</p><p>Due to the high prosperity of the industry, companies from all walks of life want to get a share of the new energy vehicle market. It seems that as long as the title of \"building a car\" is hanging up, it can be done once and for all. But building a car is not that simple. Tesla can always use surprise strategy to encroach on market share while maintaining its own profit margin, so that all car companies can chase behind. To truly win this arms race, domestic car companies need to jump out of superficial thoughts and guard against arrogance and rashness. Although time waits for no one, consumers will pay for products made with care.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA\">格隆汇研究</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"601633":"长城汽车","LI":"理想汽车","01211":"比亚迪股份","02333":"长城汽车","00175":"吉利汽车","002594":"比亚迪","NIO":"蔚来","TSLA":"特斯拉","00305":"五菱汽车","XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"https://mp.weixin.qq.com/s/WZOeU3r0h3_MABm0E90vOA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112768702","content_text":"上周特斯拉Model Y标准续航版上市，定价27.6万元，续航525公里，百公里加速5.6秒。而长续航Model Y续航585，双电机全驱动，百公里加速5秒。预计8月开始交付。对比此前的长续航版和高性能版，价格直降7万和10万，幅度之大超市场预期。\n\n特斯拉的降价，大概率是用了宁德生产的磷酸铁锂电池，成本更低。27.6万元的定价，注定了model y标准版将成为特斯拉新的爆款车型。这次标准续航版Model Y进入30万元以内的价格区间，直接把成本焦虑扔给了各大车企。而纵观全市，一个能打的都没有。\n说到这儿，还有人记得之前刹车门的事吗？\n4月19日，上海车展的特斯拉展台，一女子身穿“刹车失灵”字样T恤，站在一辆特斯拉展车车顶高声呼喊：“特斯拉刹车失灵。“ 随后特斯拉面对的是铺天盖地的负面消息、新闻、舆论以及4月下滑的销量，在国内众多的看空声中，这条巨大的鲶鱼似乎只是稍稍沉寂了一下再次一跃而起，用销量堵住了所有看热闹人的嘴。\n根据乘联会数据显示，2021年6月特斯拉中国批发销量为33,155辆，其中Model Y销量为11,623辆，Model 3销量为21,532辆，包括出口5017辆。\n\n特斯拉的到来，逼着国内车企内卷。而它的目标绝不仅仅是其他新能源车，而是所有的燃油车企，随着里程的增加和自动驾驶的升级，未来转型慢点的燃油车都会被淘汰。这条鲶鱼在在推动电动化和智能化方面做出了极大的贡献，厂商之间的军备竞赛也将继续打起来。如果梳理国内车企和特斯拉的对抗史，我们能够看到，这场没有硝烟的战争正在越来越胶着，群雄逐鹿，大抵如此。\n一对一的单挑赛\n随着特斯拉的横空出世，销量在国内市场开启一个新纪元。首先跟上的是三家新势力蔚小理和传统车企比亚迪，其余无论是合资还是自主的国内传统车企因为燃油车体系庞大，转型不易，当时一直处于观望状态，这也是为什么现在传统车企的市值赶不上新能源汽车公司市值的原因，战略布局晚一步就需要付出更多的资金和时间去弥补。\n蔚来选择在18年5月交付第一辆ES8，为国内的新能源汽车市场打头阵，随后是ES6、小鹏的G3以及理想One。为了迎合国内消费者的喜好，三家不约而同地在第一辆车上选择了SUV车型。再后来是蔚来的EC6以及小鹏的轿跑P7。\n在战略布局上，三家选择了各自为营单打独斗。蔚来定位豪华车，主打服务体系；理想主打增程式，解决电动车里程焦虑；理想和蔚来选择先自我提升再直面对手。而小鹏则定位为中高端电动车，主打智能化，其汽车电子电气架构最接近特斯拉。\n\n2020下半年之前似乎一直是行业的寒冬，蔚来股价跌跌不休濒临破产。而在黎明前的黑暗里，国内出现了带着磷酸铁锂刀片电池的比亚迪汉这样的爆款，带动了整个行业的信心，随后秋季又出现五菱宏光Mini这样的神车，更是打开了国内A00级别车型的市场。\n\n销量上来看，蔚来汽车6月共交付8,083台新车，环比增长20.4%。首次月交付超八千台，创历史新高。今年上半年，蔚来共交付新车41,956台，达到去年全年交付量的95.9%。\n小鹏汽车6月总交付量达6,565台，环比增加15%。上半年累计交付量为30,738台，是去年同期的5.6倍。小鹏G3全新改款G3i将于7月正式发布，预计9月启动交付。小鹏P5将于四季度启动交付，有望推动小鹏销量继续上升。\n理想汽车6月交付理想ONE 7,713台，环比上涨78.41%。今年上半年，理想汽车累计销量达到31,886台。\n比亚迪汉EV的销量虽然后劲不足，但是市场更看重比亚迪DM-i的超级混动系列，秦PLUS DM-i6月销量将近万辆。\n\n\n这最早下场的四家车企选择了用不同的打法各自为政，去抢占特斯拉的市场，现在看来稍有成效，但是和特斯拉的销量还有一部分的差距。\n这里需要解释一下，之所以忽略微型爆款车型销量是由于A00级别车型一般价格较低，配置上无法满足自动驾驶的成本，在营收上也不能给车企带来太大的增量。而当下新能源汽车发展电动化是第一步，智能化是第二步，所有的车企最重要的还是需要有20万以上并且搭配自动驾驶服务的爆款车型才能给公司带来质的飞跃。\n传统车企+互联网的围剿赛\n从去年年底开始，眼看着三家新势力以及比亚迪的市值一骑绝尘，传统车企这时候才明白，不破不立。而在智能化的浪潮催化下，互联网大厂纷纷下场，选择和传统车企取长补短。上汽选择和阿里合作，百度拥抱吉利汽车，腾讯和恒大成立合资公司，而华为的棋局就更大了。\n\n今年四月底，华为的阵营出现了三剑客——北汽、长安和小康。北汽首先出了搭载华为激光雷达的极狐车型，将于今年年底交付。接着长安也宣布和华为合作CHN高端品牌。而小康股份，和华为有更深的合作，合作造车加上华为的销售渠道为小康全部打开，造就了小康今年上半年市值翻三倍的景象。\n今天整车行情中，小康继续领涨源于周五盘后一则股权激励，从新能源车销量目标来看，2021年保底销量为3.2万台，追求目标为4万台；2022年新能源汽车保底销量16万台，追求目标20万台，行权价66.03元。\n\n今年下半年，和华为合作的赛力斯SF5的销量会反应到小康的销量数据上来，管理层明年目标敢定这么高的目标，说明明年会有新车型上市，管理层对此有信心。而且侧面从行权价来看，一般会大幅折价，但这次小康的发行价接近当下股价，更加说明管理层对公司未来十分看好。和华为的合作，让小康脱胎换骨。而如果明年销量真的能够达到16万辆新能源汽车，小康的市值可能会在2000-3000亿之间。\n除了三剑客，华为合作的还有比亚迪、广汽、江淮，阵营逐渐扩张。江淮这几日的高涨幅也是传闻和华为进行了合作。再者就是广汽了，上周五盘后广汽公告，同意全资子公司广汽埃安新能源汽车有限公司与华为(AH8 车型)项目的实施。项目总投资1.5亿元人民币，计划搭载GMC2.0机电耦合系统，并于2022年12月量产。\n从六月的销量上来看，广汽汽车销量为16.6万辆，同比下降11.01%。细分项上除了广汽埃安系列同比增长103.75%之外（整个系列销量再次破万）其他系列车型同比都是下降的。\n一般来说传统汽车的短板就在于汽车智能化上面，和华为的合作，大概率可以提振广汽的销量。传统车企如果能好好抓住这次机会，在燃油车整体下行的趋势下顺利转型，不仅是自救之路，甚至还可以纵横捭阖对抗特斯拉，争夺市场份额。\n\n说在最后\n最新的天风数据里面继续上调了全国新能源汽车的销量，国内全年销量预计可达到270万辆，同比翻番。欧洲预计可达220万辆；美国全年预计70万辆，同比翻番。21年全球销量580万，一直在超预期。\n由于行业的高景气度，各路公司都想在新能源汽车市场里分一杯羹，似乎只要挂上“造车“的title就能一劳永逸。但造车没那么简单，特斯拉总是可以用出其不意的战略打法，侵占市场份额同时保持自身的利润率，让所有车企在后面追逐。想要真正打赢这场军备竞赛，国内车企需要跳出浮于表面的心思，戒骄戒躁，虽然时间不等人，但是用心做出的产品消费者才会买单。","news_type":1,"symbols_score_info":{"601633":0.9,"TSLA":0.9,"NIO":0.9,"01211":0.9,"LI":0.9,"09868":0.9,"XPEV":0.9,"00305":0.9,"002594":0.9,"02333":0.9,"00175":0.9}},"isVote":1,"tweetType":1,"viewCount":1692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
