Just a few days ago, Xpeng Auto officially entered the gate of NYSE, becoming the third new car-making enterprise to successfully go public in the United States. As for Li, as of the close of the US stock market on that day, although the share price fell by 7.39%, it was still higher than the issue price, reaching 16.30 USD, and the total market value was still136.32 million USD.
In contrast, Lindsay and Bojun, who are at the end of the road, have already dissipated in the endless abyss. It will take a lot of time for Baiteng, which was restarted by FAW, to get back on track. On the other hand, whether the remaining brands struggling in the middle echelon can continue to break through in this cruel downward market still has great variables. The completely different circumstances between them constitute a "phase of all beings" with a slight irony to the new forces at present.
In addition, some car companies are ambiguous. They don't have the same products as the head echelon, and they have also been successfully recognized by the capital market and end consumers. Unlike terminal brands, resources are exhausted and completely enter a vicious circle stage. "Don't understand" has become the most appropriate description of this group at present, and Chinese express delivery is a typical representative.
Innovation of "incomprehensible" products
To tell the truth, more than two years ago, when Ding Lei reappeared in public view with the strategy of "Three Intellectuals" in Chinese Express, many people were full of doubts and doubts about the prospects and initial intentions of this enterprise. But just recently, it officially announced its luxury pure electric car HiPhi? X, this strategic new car will be launched in the world during the Beijing Auto Show at the end of September.
From the official introduction, Gao He HiPhi? X has ultra-low drag coefficient, 200 kW motor, and the acceleration of 100 kilometers can be 3.9 seconds. It also uses 84kWh and 96kWh battery packs, and the cruising range can reach more than 600 kilometers. At the same time, Gao He Hip-hi? X is also equipped with the world's first exclusive HOA open electronic and electrical architecture, equipped with six "super brain" computing platforms.
It is also equipped with 5G+V2X communication module and six redundant systems of calculation, perception, braking, power supply, steering and communication. L3 autonomous driving mass production, there is also room for upgrading to a higher level of autonomous driving based on vehicle-road coordination technology. In terms of appearance, Gao He HiPhi? X can also be described as the ultimate "exaggeration", neither like SUV nor MPV. However, judging from the body size of 5.2 meters long and 2 meters wide, it is more like a huge "crossover" model, and it can smell a little even on the other side of the ocean. The taste of 9 1 ".
It is undeniable that only from the perspective of scientific configuration and design sense, Gaohe HiPhi? X is really eye-catching, but the essential question is, how many functions promised in the concept stage can such a model that integrates many elements to locate luxury pure electric vehicles? And in the actual use process, how much leapfrog experience can consumers provide? Everything is unknown.
From the perspective of terminal market positioning, Gaohe HiPhi? X is listed, and the competitor you want to target is Tesla Model? X, Weilai ES8 and other models. Despite the comprehensive product strength, there is indeed an order of magnitude gap between Chinese Express and Tesla and Weilai in terms of brand size, user reputation, marketing network and offline channels.
At the same time, with the decline of new energy subsidies and the change of market structure, the "dividend" of this market segment has long ceased to exist, and the continuous decline in sales for many months is also proving to the outside world that the acceptance of electric vehicles by C-end consumers is far from what they expected, so choosing to return to the market at this moment, Chinese Express may have missed the "window".
In the past July, according to the insurance number of the Federation, except for Weilai ES8, 969 new cars were delivered, and the results were acceptable, and it was with Gaohe HiPhi? Audi e-tron, Mercedes-Benz EQC, Tesla X positioning similar models? The sales volume of X is only 322 vehicles, 305 vehicles, 1 15 vehicles, which is quite different from the expected performance. It also proves from the side that the high-end electric vehicle with a price of more than 500,000 yuan is a "false proposition" when the terminal demand is not great.
Therefore, Chinese Express chose this HiPhi as a new entry point, which may be doomed to be high-profile from beginning to end. X doesn't sell well. Finally, what I want to vomit is the "gorgeous-looking" back door opening method of this model. I just want to say that most consumers may have long been tired of the "flashy" gimmicks of some new forces.
However, in the coming year of 202 1, Ding Lei still seems to be full of confidence. "2020 will be the last year of subsidy withdrawal. At present, the market is still in the transition period, the maturity of municipal construction is also developing, and there are more and more charging piles. Coupled with the technology of new energy smart cars, we judge that 202 1 is the time point for the rapid growth of China's real new energy and smart car industries. " As he said, what's your pride? X is at a brand-new node, so what height can it reach? It still depends on time to decide.
Smart cities that "can't understand"
Weilai, Ideality and Tucki are gradually recognized by American capital market and investors. In addition to the sales increase of ES6, Li ONE and P7, as the most advanced members of the "electrification" transformation wave, their more accessible future and prospects have also become the key to being "pawned". Having their own marketing service system, constantly polishing the cost performance and product strength of existing models, and independently developing autonomous driving software, in-vehicle systems and pure electric platforms have become their real things.
On the other hand, in addition to the vehicle business, the main information points conveyed by previous conferences include: "smart car, smart transportation, smart city" three-intelligence strategy; Gaohe HiPhi? The mass production delivery of X will be in May of 202 1; At present, the company has a gorgeous senior management team, so don't worry about financing.
Judging from these three points of information, the high-tech HiPhi that will be unveiled at the Beijing Auto Show? X seems to have entered the final stage of mass production preparation and also appeared in the new car catalogue of the Ministry of Industry and Information Technology. As for the senior management team of Chinese Express, according to public information, it can also be called "luxury", including Ding Lei, former general manager of SAIC-GM, deputy head of Pudong New Area, former CEO of Qoros, CEO of GM in China, executive vice president Murphy, and Shi Zhijie, the godfather of China automobile circle design. It's just that there are many car companies doing endorsements, and it's still unknown how big the actual effect can be.
Regarding the financing related to the lifeline of the new power, according to the public information of the industrial and commercial departments, Chinese Express was established in September 20 17, and was jointly funded by the East Coast Fund, Jiangsu Da Yue Group, a wholly-owned subsidiary of Yancheng Guotou and Yancheng Economic and Technological Development Zone. The registered capital is 6,543.8+billion yuan, including self-owned capital of founding shareholders, large-scale joint ventures, special government funds and market-oriented industrial capital. There is no more information about strategic investors. In this regard, Ding Lei has publicly stated: "Chinese Express has original capital and government investment from the United States. There is no plan to start social private placement for the time being, and there will be no A, B, C and D rounds of investment. "
As for the smart transportation and smart city that Chinese Express will eventually lay out, they all belong to areas that are highly dependent on new technologies. Whether it's the cloud computing ability needed to capture expressway's automobile movement, or the AI algorithm that accurately captures emergencies and vehicle movement logic, targeted solutions and high-precision map data, each item is indispensable, and it also has huge technical pressure and economic burden for the enterprise as a whole. On this track, Huawei, Baidu, and Ali, the three major technology giants, have also begun to fully deploy. In the face-to-face competition with them, the former with relatively simple financing channels has no absolute advantage.
However, it is reported that Chinese Express has built a smart highway in Yancheng, Jiangsu Province, which is "the most complete and powerful highway in China at present". On the one hand, this road has the ability to simulate the scenes of self-driving vehicles and roads, on the other hand, it can also simulate intelligent traffic management. In addition, Chinese Express is still participating in the construction of smart cities in the future, in which it undertakes the demonstration of coordination among vehicles, roads and cities.
It is undeniable that in today's emphasis on the new four modernizations, the coordination between vehicles and roads is still the direction that many local governments are willing to invest heavily in development. In addition to building cars, American Express has pinned its hopes on this sector, which is really a good opportunity. Just like the undertaker, how much can he finally land, and can he be as beautiful as promised at the press conference? Prove that you are not what some people call "racing around"? Everything still lacks strong argument support.
"In the future, cars will be connected with roads and cities. Smart cars are just the connection points of cities. Therefore, the purpose of building a car is not only to sell it to users, but also to assume the role of urban interaction, and the role of Chinese express is to provide systematic solutions for future smart city transportation. " This was Ding Lei's explanation of the company's specific positioning, but at this stage, the first impression left by Chinese express delivery to the outside world still contains too many "incomprehensible" elements.
Because in recent years, we have witnessed too many new car-making enterprises that once made a sensation, but ended in misery. "The ideal is full and the reality is skinny" is like a spell hanging over their heads, so how high can China Express reach in the future? Still have to speak with grades.
Text/Cui
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This article comes from car home, the author of the car manufacturer, and does not represent car home's position.