Luo Yonghao proved one thing with his practical action, the accumulated goodwill is used to squander.
When the initial bet on the hammer phone eventually failed to return, and later through the "make a friend" live with goods to achieve the "real also pass", Luo Yonghao resolutely choose to start a business again, to join the AR technology field. It looks like an inspirational story of not giving up and not abandoning the pursuit of dreams, but Luo Yonghao is inclined to rub this goodness to the ground.
In the recent live broadcast, Luo Yonghao began to "fire" at traditional car companies.
He believes that in the era of electric cars, traditional car companies have no chance at all, the United States is Tesla and Rivian, and the country has NIO, XPENG and LEADING IDEAL. If there are new forces, they are Huawei and Xiaomi. According to Luo Yonghao's explanation, each very bullish large enterprise, are equivalent to a train running on the tracks, stable, and not easy to be defeated. But the arrival of the new track, made these tracks become a liability, not as dashing as a donkey car.
I have to say, Luo Yonghao's vision is always so unique and confident. It's true that car electrification is a major trend, but there's no need to brag so much about the new power of car-making, as strong as Wei Xiaoli, which is only just now able to solve the problem of food and clothing. In the first half of this year, China's auto market accumulated sales of 9.261 million units, of which 2.6 million new energy vehicles were sold, accounting for about 28%. This new energy cake, even if the three new car-making forces of Wei Xiaoli fire, also took about 180,000 units of market share, less than 10% of new energy car sales. One can't help but wonder if Luo Yonghao is "hawking" Wei Xiaoli.
The new car makers that launched the first round in the domestic market are rapidly rising through first-mover advantage, aided by the dividends of the times, and each of the three new car makers has its own characteristics. The main focus of the high-end market is not the high-cost performance of the Wei Xiaoli, the "submarine" service and electricity exchange service, are labeled "technology" XPENG, full-stack self-research autopilot in the same industry performance is also relatively outstanding, for the specific positioning of the population and the LEADING IDEAL car building The company has also won many consumers' admirers with its range-extended hybrid without range anxiety and precise product positioning.
The current market performance of the Wei Xiaoli is indeed worthy of recognition, but therefore thinking that traditional car companies in the electrification era have no play to sing, is somewhat arbitrary. If in front of the traditional car companies add a similar "lying flat" the definite word, perhaps more relevant.
The electrification era is to play a deep user experience, relying on a high degree of integration capabilities, car-making new forces is a lot of capital operation under the scenario of the product. For many traditional car companies that rely solely on manufacturing chains and manufacturing capabilities, it is difficult to keep up with the pace of the electrification era due to the lack of technological innovation and resource integration capabilities. This time had been proud of the manufacturing capacity, is what Luo Yonghao said about the rail. If these car companies did not complete the transformation in time, the future will mostly end up depressed, the situation is slightly better for car companies, but also can not get rid of the fate of the foundry, such as Jianghuai Automobile and Dongfeng Xiaokang (Ceres).
The time of change will inevitably appear some of the victims of the times, but this is not the fate of all traditional car companies. In the first half of this year, the sales ranking of new energy car manufacturers, you can see that traditional car companies in the top ten still occupy absolute advantage. BYD Auto is riding high, with cumulative sales of 633,800 units in the first half of the year, up 317.6% year-on-year, with a market share of 28.2%.
Other independent brands of the head of the car companies, such as Changan, Great Wall Motor, Geely, etc. have launched a new electric brand, by getting rid of the brand's inherent image to adapt to the fast pace of electrification. The development model is also trying to move closer to the new power, creating a more convenient and easy online viewing/buying experience, as well as a community APP that can strengthen user stickiness, etc. Although there is still a lot of room for improvement in terms of intelligence, in the era of resource integration, it seems not difficult to assemble a set of intelligent cockpits catering to the needs of young people. However, these traditional car enterprises in quality control, cost, mechanical quality, and other aspects of the precipitation, but far from the current stage of the new forces can be comparable to the car.
Write in the end
The new energy car is a windfall, but the car is ultimately a long-term product. The new force of innovative Internet cars, through short-term stimulation, can pull market demand, but to get a long foothold in the market, but also need products that can withstand repeated market scrutiny, these need time to verify. On the contrary, with decades of experience in car manufacturing by traditional car companies, the market has been basically clear, to do is only on how to shape the vehicle's intelligent "soul". So it seems that the arrival of the electrification wave, so that the new forces and traditional car manufacturers stand on the same starting line, but who can become the ultimate winner in these car companies, solid basic skills or will become an important link.
