Policy adjustment industrial pains, new car manufacturers facing the jungle competition "Eight Immortals crossing the sea"

“In the past, our new energy vehicles have been growing under the protection of policies as 'flowers in the greenhouse', and now this flower is going back to the jungle and back to the amazed and dangerous jungle” at the global new energy automobile conference on December 18th. , said Liu Xinwen, general manager of Yundu New Energy.

Admittedly, with the recent rumors of new energy car subsidy policy adjustments, no matter whether it is traditional car companies or new car companies, all know that the new energy policy is changing, but do not know that it will become so fast. According to the manuscript of the 2018 new energy vehicle subsidy draft that is circulated on the Internet, subsidies for new energy vehicles will accelerate its retreat from next year. Its guiding role is very obvious - encouraging high mileage and low energy consumption models. In addition, cancellation of local subsidies is also a high probability event.

For the new energy automobile industry, it is inevitable that there will be a painful process in the protection of the tangible hands of the policy. However, in the surprising and sinister jungle, after the “law of the jungle” natural selection process of survival of the fittest, China’s new Energy car brands are more competitive in global locations.

New car manufacturers face jungle competition, "Eight Immortals crossing the sea"

Singular car depth layout car brain

As the first car brand involved in the establishment of the user, Sentinel Automotive has always emphasized the need to create “understand your electric car”. Shen Haiqi, the founder of Sentinel Automobile at the Global New Energy Vehicle Conference, stated that “all the functions of a traditional car are It was settled before the three-year research and development cycle, so on the day the user got the car, his practical function was designed three years ago, and he couldn't carry the function when he used this car." The growth of today's functional vehicles into smart cars is the task of the moment, and the strategy of Singularity Cars is to "deeply layout the brains of cars."

"We define the car as a robot. In a robot, we need a smart brain. This kind of brain means that we need to make deep investments in machinery and artificial intelligence." In the definition of Shen Haijun, more emphasis is placed on singularity cars. The "smart attributes" of the smart car, and the development of the brain, is the use of artificial intelligence. "Artificial intelligence is the key to changing the core of future life. In this, cars will be the focus of artificial intelligence." As early as 2016, Sentinel Automotive teamed up with Academician Li Deyi, academician of the Chinese Academy of Engineering, and Dr. Li Deyi, an expert in artificial intelligence, to “drive the brain”. At the same time, he established the Institute of Artificial Intelligence in collaboration with Dongfang.com and Wuling.com to speed up in-vehicle intelligent interaction, big data and depth. Study studies.

In terms of smart driving, Shen Haiyi disclosed that he had already held hands with NVIDIA to develop strategic cooperation in areas such as artificial intelligence and smart driving, and developed an autopilot system based on NVIDIA's artificial intelligence vehicle computing platform DRIVEPX2 to realize L3.5 level autopilot.

For highly intelligent car brains, the issue of network security has attracted much attention. Shen Haijun believes that “we are actually changing the definition of safety in the future of cars. We talk about the definition of three layers: stronger active safety beyond passive safety. I wonder if this car should change its design concept if it is no longer in a collision situation. I think this is worth thinking about by all car companies. In addition, cyber security is also very important. We should be As the nation's first bank-level security chip is built into the car, there is a safety concept in our interaction with everyone."

Zero-run car respects self-made parts model

The zero-run car that had just recently won the Pre-A round of financing, and its founder Zhu Jiangming also attended the global new energy automobile conference. Although the zero-run car was born two years ago, it has barely appeared until November 10th. The future of the car-hundred people's association traveled at the Hangzhou summit. Zero-running cars released the first mass-produced products. Then after the Pre-A round of financing led by Sequoia Capital in early December, the voice of the zero-running cars gradually became louder. stand up.

Faced with changes in the policy environment and the increasingly fierce competition in the new energy automobile market, zero-run cars have performed extremely calmly. Zhu Jiangming interpreted it as “should put more time on products, including Jobs, including Musk, He has more time to do a good job of the product, everything is good for the product. So I think I still have quite a sense of identity at this point, so we have done our own product well beforehand."

At present, the zero-running car's first mass production product, the electric coupe S01, has been unveiled. The new car is expected to be officially launched in 2019. In terms of product development, zero-run cars are more respected than Tesla's self-made parts model. “Through self-made parts, we can shorten the time of the industry chain and quickly go public. Zero runs is to follow such a model and go To do some self-manufacture to replace the cooperation with some component manufacturers, thereby shortening the length of the entire cycle and reducing the time delay caused by the running-in and coordination of various components."

As a new car manufacturer that has crossed the border from the security giant, Zorobus understands the car more as an electronic product. “Smart electric car is not only a traditional car, but also an electronic product. Because we see There are more and more components of traditional automotive electronics, such as ADAS, EPS, and car interconnection, etc., including LED headlamps, etc. Everything goes in electronic direction, so we say that the composition of smart electric car electronics far exceeds The mechanical component, which is the product of electromechanical integration.” In electronics, the parent company Dahua Technology Co., Ltd. has a strong technical capability that enables zero-run cars to have innate advantages in intelligent electronics.

Weilai Automobile: It is harder for users who make cars difficult to build

On December 16, Weilai came onto the market with the ES8, a high-performance, intelligent electric seven-seater SUV. As a reliable player in the new car industry, the launch of Weilai Motors refreshed the audience's perception of electric vehicles. At the same time, Many new car companies have brought confidence.

At the launch of Weilai Motor's listing, it may not be a single hardware parameter but a service promised by ES8. (Related reading: Weilai ES8 officially listed 448,000 yuan to sell a picture to see the Qing Wei)

This may be related to Li Bin’s understanding of the automotive industry for more than a decade. Li Bin said at the global new energy automobile conference, “I’m often asked, what is the hardest thing about building a car? I’m increasingly feeling like I’m a car now. The most difficult thing for the company is to serve users. Why is the service so important and so difficult? Because it covers too many aspects, and it needs specific people to implement. As a new company, we are developing and There is confidence in design, in the supply chain, and in manufacturing. Why? Because it is a standard thing. One thing is relatively easy to handle if it has standards. However, there is no standard for user services. There is no standard thing and it depends more on a complete system. So I think we can't really underestimate the system construction of user services."

On the day when Weilai ES8 was launched, Weilai Motor’s targeted services had won a burst of cheers. For Weilai’s car owners, apart from the tempting price, they fully considered the consumers in performance design and driving experience. Demand, in addition can also enjoy life-long free warranty, lifetime free car networking services, life-long free power offsite, life-long free roadside assistance 4 lifelong services.

Cloud Car's "Jungle Law"

For the cloud-based autos that have made rapid progress in 2017, the adjustment of policy trends after the new car is listed for more than a month is unpredictable, but it is not unprepared. Liu Xinwen frankly stated: “New energy vehicles look like It is a broad road. The development over the past few years has brought a lot of good things to everyone, and the future has received a lot of support. But are they really good roads? I think otherwise, after the launch of the double-integration policy, we are moving forward. The road is still full of surprises and trials. The real ambush is to face. In the future, we will face the chaos of separatist markets, independent brands and new entrants. They will continue to carry out fierce fighting, possibly in the coming years. The competition will be more fierce than the traditional cars, and the joint ventures will come. The foreign giants are all working hard."

Then, from the greenhouse back to the jungle, how should China’s new energy car companies stand out? Liu Xinwen believes that in order to adapt to the future development, the most important are three aspects: First, to integrate global wisdom and resources, second, to integrate technology standards and standards, and third, to focus on consumer demand and to make users king. The principle that cloudiness follows in the jungle is the "new three concepts" - a new concept of opening, a new concept of consumption, and a new concept of marketing. "On such a basis, the solution to cloudiness lies in the way of life. It is highly structured to build brand differentiation, and cloud participation will be involved in the competition for battery life and low battery prices. We hope to enter the hearts of consumers with an eclectic image and establish a unique image,” says Liu Xinwen.

Traditional car companies actively transform

Beiqi New Energy Openness and Sharing Strategy

In the face of the new energy automobile policy that involves the whole body, traditional car companies are more passive than new car manufacturers. After all, “Elephants turn around” is not easy, but traditional car companies have been exploring effective ways. In order to win the industry development from the quantitative change to the key turning point of qualitative opportunities.

Beijing Automotive New Energy, which ranks among the top-selling sales in the field of new energy vehicles, is representative of its exploration. Zheng Gang, general manager of BAIC New Energy, believes that “we are experiencing the fourth industrial change, which has also brought us four rare developments. Opportunities: marketization of policies, acceleration of innovation, sharing of travel, and upgrading of consumption, but the uncertainties of financial support policies and competitive conditions have also brought us even greater challenges. We can see the maturity of technology. Inadequate brand accumulation, imperfect charging and service facilities, product simplification, and cost pressures all bring more uncertain challenges to our industry. As for how to respond, Zheng Gang said: “We are against the fuel vehicles and The only way for multinational corporations to compete is to create and share. In high-end battery and electric drive systems, autonomous driving, and new brand technology core technologies, we should jointly develop and share in the communicative system and product platform. The upcoming industry has been greatly attacked."

As a result, openness and sharing have become the key strategies proposed by Beiqi New Energy in 2025. Specifically, BAIC New Energy is willing to provide all new entrants and all its peers with new energy vehicles with open technology services, open product forms, open product manufacturing resources, open investment capital, open supply chain, open market, and open talent and culture. And sharing.

Geely new energy comprehensive combination punch

"In the fierce competition, product power is the key to the development of new energy, and the product power is not limited to the product itself, but includes a variety of applications, economic and other aspects of the presentation." Geely, general manager of Geely new energy vehicle sales company Zhuge Huanhuan said, "At the beginning of 2017, Geely began to explore the R&D of new energy vehicle platforms and multi-technology routes. In order to create quality cars that are more satisfying for consumers, Geely built a shape center, European technology R&D center, and powertrain. Research institutes, etc. We have gathered outstanding R&D personnel from around the world to design products that meet the needs of different consumers in different fields, regions and consumers.”

In terms of technology research and development, Geely has kept walking on two legs, not only strengthening independent research and development but also acquiring overseas companies, introducing advanced technology into China, and narrowing the gap with the world level.

On the manufacturing side, Geely has established high-standard production bases in Shanxi, Shaanxi, and Guizhou, forming an ecological chain of production bases. In 2018, Geely New Energy's production capacity will reach 400,000.

Not only in terms of product innovation, Geely also actively explored the innovation of business model. Geely Group registered the Cao Cao special car platform and obtained a network of about 25 cities.

In terms of product layout, Geely will increase its pure electric and hybrid power models based on its advanced product brands. With the launch of Geely's new pure electric GE and PHEV platforms, Geely will gradually complete iterative upgrades. By 2020, Geely New Energy will Nearly 40 hybrid vehicles will be formed.

Outstanding summary:

As Zhuge Huanhuan said, the future of the new energy automobile market must be transformed from a policy-oriented to a market-driven one. At present, domestic and foreign automobile companies are also investing and producing new energy vehicles. In the future, new energy markets will have a large number of intensive new products, so the competition will become increasingly fierce. From the "greenhouse" to the "jungle", every car company can not escape the survival of the fittest's "law of the jungle," who will eventually be eliminated, who can survive, and look at the test of the market and time.

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