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How do you annoy?

2022-01-20 12:05:59 28 ℃

Who is the savior? Who is a liar?

Author | pool

Editor 丨 Li Yiming

Source | Wild Horse Finance

"Those who desire to find a super savior owner, those who expect to open the entrepreneurs who have no power, and finally found the scammers, or the big probability they are also liar."

On the morning of January 16th, the microblog certification was "Senior Automobile Daren" blogger "Jiji Shi Lan Lan Flower 1974" released a group of buses CEO to announce the blog post in the media. Previously on January 5, the group car just announced the car and joined the new power of the car. Ideal Car CEO Li Xi forwarded this blog post, the commentary said that the beginning of this sentence.

The blog post revealed that on January 14th, the CEO of the boy car accepted a small media interview in Beijing Headquarters, and he said that "the boy car decided to make the car from a more than 100 people's foreign team." And claiming that "this team can do more than 20 million yuan, can also do 50,000 yuan or less, including commercial vehicles, logistics cars." "Our first car failed, there is no relationship, 3 months can Be a way. "Interview

(Figure Source: "Into the chess pieces Lights 1974" Weibo)

Ideal Car CEO Li wants to see the blog post, "I have made this point of view," there is still someone else to talk about this view, it is really refreshed the bottom line of entrepreneurs. Essence is: The rhythm has patient long growth. "

(Ziyuan: Li Xi Weibo)

Forwarding, the comment is not finished, the afternoon, Li Xi also released a "rhythm control for the importance of entrepreneurship in Weibo," pointed out: "The rhythm control is for entrepreneurs and No. 1 One of the most important capability requirements. "

Subsequently, the Ceo Ceo, "I didn't expect that the first shot of the long launter was from Li Zi. In addition to the rhythm and patience, do you forget the eyes and judgments?" At the same time, Wenwei also filed the current Volkswagen CEO questioned ideal The old resentment of the "extension". "Feng Shan was arrested, it was not too early to see the eyes. So don't take yourself knowing, don't be the mutter who is my most hate."

(源 源: 伟 微 博)

On January 18th, Wenwei once again released Weibo, thanked Li Xi's attention and questioning, no fear is not blind, the car will not play, and invite Li Xi to attend the first product launch conference of the boy car. (源 源: 伟 微 博)

Why can't I see it? "

In recent years, under the wind of new energy vehicles, many capital have been involved in the Nuggets.

In addition to the first batch of "leaders", Xiaopeng, ideal, etc., as well as zero run, extreme, synthetic, etc. Become a "new forces for the new car". Under the new energy of the new energy, why did the bus network announced that the car trip such a big question?

As one of the "Sanyi", Special opinion leader, Li Xi has always likes to output a wide range of views, some of which, in the outside world, seems to be retractable, and there is no reason. For example, in 2016, Tesla was only tens of thousands of sales in Tesla, and Li We would dare to predict that its 2020 sales will reach 500,000 to 600,000. The final result, Tesla 2020 sales reached 499,500, which was extremely similar to its forecast results.

(Play source: canned gallery)

After the question carriage, Li wanted to combine the experience of the car in the past 3 years, pointed out: "At 0-1 verification period, you need to give full play to your own specialties." "The rhythm control is for entrepreneurs and One of the most important ability requirements of one level. "

According to industry analysts, it is possible to understand that Li Xi did not think that the group cars will be rhythm, and the concentrated concentration point is in the engineering team and the funds of the car.

What kind of company is a group?

According to the public information, the group car network was established in 2010, which is a car trading and service platform, mainly providing a car marketing solution and virtual dealer service that blended underline-based online line. In November 2018, the group car network was successfully launched in Nasdaq. He was referred to as the bus (TC.US), known as the new retail of the car to the United States to go to the United States.

When I was in an interview, I was only a few months since I decided to make a car. The most of the most is the definition of the product, the choice of the target population. "The advantage of the bus network is that the car marketing and transaction end, such a company that focuses on marketing, the company has a new force ranking, its strength is still verified." An analysis pointed out.

And the motivation of the carriage of the car, when I received an interview, I said that "I saw the '蔚理' just started to make the car, but the conditions were not mature. True to make determined to be in 2021 In the second half of the year, after a match, we started contact with the top team in the industry, and saw the possibility of successful cargo. "At the same time, the interview accepted by Wenwei also revealed that the group car has a car idea to formally announce The car is still less than half a year, many problems "haven't thought about it yet."

"100 people" and "3 months can be done again" by netizens. Some people are "picking chess pieces" 1974 "microblogging below:" 100 people can have a full package from pure electric electric hydrogen energy, and can also play 5000W to find 5W, but also process and develop, IMHO The surface is too narrow, and the R & D team in our company has 90 people. Maybe our 99% is in touch ?! "Another user said" I don't dare to buy ":" I don't have a car in 18 months. Dare to buy, let alone a car fails for three months. "

(Figure Source: "Into the chess pieces Lights 1974" Weibo)

The car is an extremely "burning money" business. As early as a few years ago, Li Bin, who came to CEO, said that the car needs 20 billion yuan of fund reserves. Not long, he will improve this fund threshold, "there is no 40 billion possible." According to the Ideal Vehicle, the earnings report in Journey 2021, the ideal car R & D invests 515 million yuan, an increase of 171% year-on-year, an increase of 37% from the previous month.

(Play source: canned gallery)

Millet as a crossover, the first phase of investment in the car is as high as 10 billion yuan. According to the plan, the next 10 years will also invest 10 billion US dollars for the car project. In such a "Hao", Xiaomi's new car will wait until 2024 energy production. From the perspective of financial situation, the third quarter of 2021, Xiaomi Group revenue was 78.06 billion yuan, an increase of 8.2% year-on-year; the third quarter net profit reached 5.176 billion yuan, up 25.4% year-on-year.

From 2018 to 2020, it is affected by the overall industries, and the use of commercial enterprises and dealers' marketing costs, and the new crown pneumonia epidemic situation. The financial report showed that its annual income of 330 million yuan in 2020 was reduced by 48.8% year-on-year; hair profit was 241 million yuan, a year-on-year reduction of 47.3%.

What is the increasingly crowded new energy to fight?

At present, new energy vehicles have ushered in high-speed development period. According to the statistics of China Automotive Industry Association, in 2021, my country's new energy vehicle sales completed 3521 million, an increase of 1.6 times year-on-year. BYD, SAIC, Wuling, Geely and other self-owned brands, there are more than 150% of the year-on-year growth in the new energy market. The annual sales volume of the new force of the car, Xiaopeng Auto, Ideal car, etc. The annual sales of the head enterprises have also exceeded 90,000, of which ideal cars are more than $ 90,000 last year. A. (Play source: canned gallery)

It is worth noting that although the domestic electric vehicle market is growing rapidly, the track has been very crowded. Volkswagen, Toyota, Generally, these traditional multinational car companies, Geely, BYD, Changan and other independent brands, Tesla and Qi Zi, these new forces, plus Baidu, Huawei, Xiaomi, these Internet giants, are already in the electric vehicle Invest in huge sums.

Competition has also accelerated the industry shuffle. For example, in just a few months in just a few months, there will be problems that have been exposed to fund chain breaks, arrears, and discontinued production. It is only sold for 25,900, sales in the year, 20020, selling 250,000 units in 20020. Falling nearly 80%.

Players who still stay in the field, the days are actually not good, the same is serious, lack of innovation, etc. Questioning is endless. Some industry insiders pointed out: Different stages of manufacturers will focus on doing the same type of car, from the beginning of the major car companies collectively develop oil to change the oil, and then keep the life-fire mileage, now almost fully stare at the car network and automatic driving technology . Many weak car companies are not only difficult to open, but also getting harder and getting the favor of investors.

In this regard, the positioning expert Gu Jihui said, "New energy vehicles must be a high-speed expansion market in the next two to three years. What is the hardware conditions are similar, and they will use the same supplier to integrate hardware and software systems. It can also be in chasing research and development, and the soft strength of differentiated brands is independent of the wealth of the car and enterprises. In the future, who the brand has occupied a place in the minds of consumers, who can have more sayings. "

"Under the intensification of homogenization, the survived new energy car needs to think about how to find more in line with its own development routes, and go out of their own differentiation." Gu Jihui reminded.

"For the bus network, not only the difficulty of the car is difficult, even if there is a point from the car, if there is no way to find your product highlight, find a very precise positioning, it is difficult to succeed." Industry analyst pointed out, At the same time, 2022 new energy car subsidies were 30% on the basis of 2021. With the pressure on the price of the car, plus the pressure on the shortage of chip shortage and the rise in raw materials, the new forces of the new forces are not ideal.

It is worth mentioning that on January 5, when the official Weibo announced the car information, Aite had the official microblog of "Wei Qi", but did not receive any of the reply. Mendou Time January 4 closed until January 18 closed, and the stock price dropped from $ 3.02 / share to $ 2.76 / shares, an overall decline of 8.61%.

New energy, which is your most optimistic? Let's talk about the message area.