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- CrystalLiewCrystalLiew
  ·2021-07-03
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  Soul and Body: The Arrogance and Prejudice of OEMs in 2021?
  发展大势所趋。
  Soul and Body: The Arrogance and Prejudice of OEMs in 2021?
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- CrystalLiewCrystalLiew
  ·2021-07-03
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  With sales exceeding 200,000 units for the first time, can Tesla rest easy?
  2021年二季度，特斯拉交付量持续增长，首度突破20万辆。其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海
  With sales exceeding 200,000 units for the first time, can Tesla rest easy?
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Judging from previous media exposure, Huawei has a significant first-mover advantage in autonomous driving algorithm technology and LiDAR industry layout. Will SAIC consider cooperating with third-party companies such as Huawei in the field of autonomous driving?</p><p>Chairman Chen Hong responded: SAIC cannot accept collaborating with a third-party company like Huawei on autonomous driving. It became the soul, and SAIC became the body. SAIC cannot accept this outcome and must take its soul into its own hands.</p><p><i>\"We will not accept any supplier's overall solution; at most, we will cooperate.\"</i><img src=\"https://static.tigerbbs.com/4bf1a94e28b746f0f8c983b57f24dedb\" tg-width=\"362\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p><b>Does SAIC have the confidence to say such things?</b></p><p>Let's first look at SAIC's layout. In 2021, SAIC Motor comprehensively transformed into electrification.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In 2021, SAIC Volkswagen launched three ID series products on its MEB platform. SAIC's new brands R and Zhiji each launched two electric products, and a new generation of battery platforms were put into production at the end of the year. In 2022, Zhiji's first model was delivered and its second model was launched. Audi's new electric model based on the MEB platform was launched. Roewe and MG's main models were completely replaced. In the second half of 2022, SAIC-GM's new electric vehicle platform began to launch new models intensively.</p><p>Meanwhile, SAIC-GM-Wuling continues to cultivate the short-distance electric car market by leveraging the phenomenal hit Hongguang MINIEV.</p><p><img src=\"https://static.tigerbbs.com/37a781a927e5d6e1c0a801dddb94aa79\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>On the surface, there may seem to be many medium- to long-term strategic plans, but if you check the sales figures, you'll find that they don't live up to the name.</p><p>According to sales data from Car Owners Home in May, apart from the Wuling Hongguang Mini and Roewe ranking first or third, the other models only sold around 1,000 units.</p><p><img src=\"https://static.tigerbbs.com/71169c0cbee9f0c09c95833730fc6655\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>Let's analyze the rankings of Wuling and Roewe one by one and do a simple calculation.</p><p>The Wuling Hongguang Mini is familiar to everyone. The A00 pure electric vehicle, priced around 30,000 yuan, has a range of 120KM, making it convenient for daily commuting and intercity transportation. It is commonly known as a \"grocery car\" and is very close to modern life. However, at this price point, don't expect it to have autonomous driving services. A simple calculation of revenue: even if the Wuling Hongguang Mini, with an average price of around 30,000 yuan, sells 26,742 units, its revenue will be around 800 million yuan. Just take<a href=\"https://laohu8.com/S/NIO\">Nio</a>For example, 6,711 vehicles were sold in May, and based on an average price of 300,000 yuan, the revenue was around 2 billion yuan. Wuling, the top-selling vehicle, earns less than half the revenue of Nio, demonstrating how important it is for automakers to develop mid-to-high-end models.</p><p><img src=\"https://static.tigerbbs.com/8f6cce8f67816dee75105656b707a5e9\" tg-width=\"522\" tg-height=\"251\" referrerpolicy=\"no-referrer\"></p><p>Chart source: Company website</p><p>Does SAIC not have a high-end car portfolio? Yes, it does.</p><p>At the end of last year, in conjunction with Alibaba and<a href=\"https://laohu8.com/S/600895\">Zhangjiang Hi-Tech</a>The establishment of Zhiji Auto, positioned in the high-end market, briefly attracted market attention. The first pre-sale model of the Zhiji L7 is priced at 408,800 yuan. The Zhiji L7 is 5098mm long and has a wheelbase of 3100mm, similar to BBA. It has a combined range of 655km and accelerates from 0 to 100 km/h in 3.9 seconds. In addition to the Zhiji L7, which has already been released and is now available for pre-order, Zhiji's first SUV, the Zhiji LS7, is also expected to be launched in 2022. Pre-orders began when the L was released in July, and there is still no sales data. No matter how much the configuration is praised, it ultimately depends on whether the market will accept it.</p><p>Getting off topic, let's look at Roewe's sales figures. Comparing the data from the China Passenger Car Association in May, some data websites put the sales figures of the Roewe i5 and Roewe Ei5 together, making it seem that the Roewe is selling very well. However, the Roewe i5 is a gasoline-powered vehicle, priced between 59,900 and 81,900 yuan, with sales of 12,671 units in May. The Roewe Ei5 is a pure electric vehicle priced between 124,800 and 159,100 yuan, with a combined range of 5.01KM. Only 1,644 units were sold in May.</p><p><img src=\"https://static.tigerbbs.com/375da797e19bbad1f705429d003303dd\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>Not to mention other models, such as the Volkswagen ID4 and Marvel R only sold a few hundred units.</p><p><b>If sales volume is also influenced by various external factors such as market choices and competitors, does SAIC have an endogenous and firm attitude towards the major trend of electrification and intelligentization?</b></p><p>Regarding company expansion and R&D expenses, SAIC stated that a key goal for the company in the next stage is internationalization.</p><p>The company's products and services have entered more than 60 countries and regions around the world, and it has cultivated nine \"tens of thousands of vehicles\" overseas regional markets. SAIC Motor is actively promoting its global business layout. With three innovation and R&D centers in Silicon Valley, Tel Aviv, and London, and multiple regional marketing and service centers in Europe, South America, the Middle East, North Africa, Australia and New Zealand, and ASEAN, the company has formed nine \"large-scale\" overseas markets: Thailand, the United Kingdom, the European Union, Indonesia, Chile, Australia and New Zealand, the Middle East, India, and Egypt.</p><p><img src=\"https://static.tigerbbs.com/465e475b945c4a48998d2cb298e03be9\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p>In my opinion, we haven't even taken into account the domestic market yet, and developing globalization at this time seems a bit too hasty and unrealistic. Manufacturing cars, especially smart electric vehicles, is an extremely expensive endeavor. The three companies next door, Wei, Xiaoli, and Li, have already demonstrated this clearly. Moreover, in the early stages, they still used contract manufacturers to manufacture the vehicles instead of manufacturing them themselves. Nio was once on the verge of bankruptcy.</p><p>Let's take a look at SAIC's R&D expenses in recent years. SAIC Motor's R&D expenses were RMB 15.385 billion, RMB 13.393 billion, and RMB 13.395 billion in 2018, 2020, and 2020, respectively, with R&D expenses accounting for 2%, 1.84%, and 2.08% of operating costs, respectively. 2020 can be considered the first year of explosive growth for new energy vehicles, with SAIC's R&D expenses increasing by only 0.01% year-on-year. In Q1 2021, SAIC's R&D expenses were RMB 3.418 billion, accounting for 2.08% of operating costs.</p><p><img src=\"https://static.tigerbbs.com/1ea6ba421cc1596edae7c4dc59d352bf\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p>There is almost no difference in R&D expenses between 2019 and 2020. The R&D expenses in Q1 of this year did not fluctuate much compared to Q1 of 2020, increasing by only 400 million. Manufacturing cars is a very expensive endeavor. If SAIC Motor really wants to manufacture its own cars, it should be willing to throw money at it.</p><p>In stark contrast, the neighbor had already figured out how to cooperate with Huawei.<a href=\"https://laohu8.com/S/601127\">Sokon Group</a>Judging from the stock price alone, Xiaokang has tripled in the past six months.</p><p>Xiaokang started by making microcars and commercial vehicles. It developed its own range-extended vehicle, the Seres SF5, but sales were dismal. Initially, the management's strategy was to develop the US market first and then return to the domestic market. However, due to a lack of funds, this strategy was later abandoned.</p><p>Until they began cooperating with Huawei to jointly produce the new Seres, the stock price began to rise rapidly. Although there was suspicion of capital speculation, Xiaokang would later have pure electric vehicles, and Huawei's sales channels would be fully opened to Xiaokang. The biggest difference between traditional automakers and emerging internet companies lies in their lack of emphasis on marketing. With the addition of this private placement, Xiaokang has attracted the attention of many funds, including Guangfa Bank and the Chongqing Municipal Government, thanks to the addition of Huawei. With funding, Huawei's technology, and channels, the path to a moderately prosperous society through new energy vehicles will proceed more smoothly.</p><p><img src=\"https://static.tigerbbs.com/59f9dcfe29a8267bcff7d62b3bd894b7\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p><b>In the end</b></p><p>Back then, gasoline-powered cars replaced horse-drawn carriages, which was a low-cost alternative. Previously, only nobles could ride in horse-drawn carriages. The emergence of gasoline-powered carriages replaced horse-drawn carriages, and the market driven by consumption upgrades was enormous, equivalent to going from 0 to 100. Traditional automakers have made a fortune riding on the shoulders of the times and technological changes.</p><p>It is undeniable that traditional automakers like SAIC are large and powerful, and it might be hard to swallow the insult of bowing down to Huawei, which can strangle the industry as a new entrant. Looking back, Huawei has actually been laying the groundwork for many years and didn't rush into the intelligent market on a whim.<b>The capital market is profit-driven, and the era of gasoline-powered vehicles will eventually pass. The world is rapidly developing carbon neutrality, and the electrification and intelligentization of new energy vehicles are an inevitable trend.</b></p><p>middle<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The automotive market has shifted from a policy-guided one to a market-selective one. At this point, traditional automakers that have not yet turned too far should put aside their years of arrogance and prejudice, quickly change their style, lower their stance, and achieve mutual benefit and win-win results. If traditional automakers lack the capability to develop their own autonomous driving systems, their advantage lies in complete vehicles, and capturing the OEM market might also be a good business opportunity.</p>","source":"gelonghui_highlight","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>Soul and Body: The Arrogance and Prejudice of OEMs in 2021?</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\">\nSoul and Body: The Arrogance and Prejudice of OEMs in 2021?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-07-02 21:45</span>\n</p>\n</h4>\n</header>\n<article>\n<p>At the end of June,<a href=\"https://laohu8.com/S/600104\">SAIC Motor</a>At the shareholders' meeting, a shareholder asked: Currently, many automakers are focusing on advancing their autonomous driving business. Judging from previous media exposure, Huawei has a significant first-mover advantage in autonomous driving algorithm technology and LiDAR industry layout. Will SAIC consider cooperating with third-party companies such as Huawei in the field of autonomous driving?</p><p>Chairman Chen Hong responded: SAIC cannot accept collaborating with a third-party company like Huawei on autonomous driving. It became the soul, and SAIC became the body. SAIC cannot accept this outcome and must take its soul into its own hands.</p><p><i>\"We will not accept any supplier's overall solution; at most, we will cooperate.\"</i><img src=\"https://static.tigerbbs.com/4bf1a94e28b746f0f8c983b57f24dedb\" tg-width=\"362\" tg-height=\"240\" referrerpolicy=\"no-referrer\"></p><p><b>Does SAIC have the confidence to say such things?</b></p><p>Let's first look at SAIC's layout. In 2021, SAIC Motor comprehensively transformed into electrification.<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In 2021, SAIC Volkswagen launched three ID series products on its MEB platform. SAIC's new brands R and Zhiji each launched two electric products, and a new generation of battery platforms were put into production at the end of the year. In 2022, Zhiji's first model was delivered and its second model was launched. Audi's new electric model based on the MEB platform was launched. Roewe and MG's main models were completely replaced. In the second half of 2022, SAIC-GM's new electric vehicle platform began to launch new models intensively.</p><p>Meanwhile, SAIC-GM-Wuling continues to cultivate the short-distance electric car market by leveraging the phenomenal hit Hongguang MINIEV.</p><p><img src=\"https://static.tigerbbs.com/37a781a927e5d6e1c0a801dddb94aa79\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>On the surface, there may seem to be many medium- to long-term strategic plans, but if you check the sales figures, you'll find that they don't live up to the name.</p><p>According to sales data from Car Owners Home in May, apart from the Wuling Hongguang Mini and Roewe ranking first or third, the other models only sold around 1,000 units.</p><p><img src=\"https://static.tigerbbs.com/71169c0cbee9f0c09c95833730fc6655\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>Let's analyze the rankings of Wuling and Roewe one by one and do a simple calculation.</p><p>The Wuling Hongguang Mini is familiar to everyone. The A00 pure electric vehicle, priced around 30,000 yuan, has a range of 120KM, making it convenient for daily commuting and intercity transportation. It is commonly known as a \"grocery car\" and is very close to modern life. However, at this price point, don't expect it to have autonomous driving services. A simple calculation of revenue: even if the Wuling Hongguang Mini, with an average price of around 30,000 yuan, sells 26,742 units, its revenue will be around 800 million yuan. Just take<a href=\"https://laohu8.com/S/NIO\">Nio</a>For example, 6,711 vehicles were sold in May, and based on an average price of 300,000 yuan, the revenue was around 2 billion yuan. Wuling, the top-selling vehicle, earns less than half the revenue of Nio, demonstrating how important it is for automakers to develop mid-to-high-end models.</p><p><img src=\"https://static.tigerbbs.com/8f6cce8f67816dee75105656b707a5e9\" tg-width=\"522\" tg-height=\"251\" referrerpolicy=\"no-referrer\"></p><p>Chart source: Company website</p><p>Does SAIC not have a high-end car portfolio? Yes, it does.</p><p>At the end of last year, in conjunction with Alibaba and<a href=\"https://laohu8.com/S/600895\">Zhangjiang Hi-Tech</a>The establishment of Zhiji Auto, positioned in the high-end market, briefly attracted market attention. The first pre-sale model of the Zhiji L7 is priced at 408,800 yuan. The Zhiji L7 is 5098mm long and has a wheelbase of 3100mm, similar to BBA. It has a combined range of 655km and accelerates from 0 to 100 km/h in 3.9 seconds. In addition to the Zhiji L7, which has already been released and is now available for pre-order, Zhiji's first SUV, the Zhiji LS7, is also expected to be launched in 2022. Pre-orders began when the L was released in July, and there is still no sales data. No matter how much the configuration is praised, it ultimately depends on whether the market will accept it.</p><p>Getting off topic, let's look at Roewe's sales figures. Comparing the data from the China Passenger Car Association in May, some data websites put the sales figures of the Roewe i5 and Roewe Ei5 together, making it seem that the Roewe is selling very well. However, the Roewe i5 is a gasoline-powered vehicle, priced between 59,900 and 81,900 yuan, with sales of 12,671 units in May. The Roewe Ei5 is a pure electric vehicle priced between 124,800 and 159,100 yuan, with a combined range of 5.01KM. Only 1,644 units were sold in May.</p><p><img src=\"https://static.tigerbbs.com/375da797e19bbad1f705429d003303dd\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>Not to mention other models, such as the Volkswagen ID4 and Marvel R only sold a few hundred units.</p><p><b>If sales volume is also influenced by various external factors such as market choices and competitors, does SAIC have an endogenous and firm attitude towards the major trend of electrification and intelligentization?</b></p><p>Regarding company expansion and R&D expenses, SAIC stated that a key goal for the company in the next stage is internationalization.</p><p>The company's products and services have entered more than 60 countries and regions around the world, and it has cultivated nine \"tens of thousands of vehicles\" overseas regional markets. SAIC Motor is actively promoting its global business layout. With three innovation and R&D centers in Silicon Valley, Tel Aviv, and London, and multiple regional marketing and service centers in Europe, South America, the Middle East, North Africa, Australia and New Zealand, and ASEAN, the company has formed nine \"large-scale\" overseas markets: Thailand, the United Kingdom, the European Union, Indonesia, Chile, Australia and New Zealand, the Middle East, India, and Egypt.</p><p><img src=\"https://static.tigerbbs.com/465e475b945c4a48998d2cb298e03be9\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p>In my opinion, we haven't even taken into account the domestic market yet, and developing globalization at this time seems a bit too hasty and unrealistic. Manufacturing cars, especially smart electric vehicles, is an extremely expensive endeavor. The three companies next door, Wei, Xiaoli, and Li, have already demonstrated this clearly. Moreover, in the early stages, they still used contract manufacturers to manufacture the vehicles instead of manufacturing them themselves. Nio was once on the verge of bankruptcy.</p><p>Let's take a look at SAIC's R&D expenses in recent years. SAIC Motor's R&D expenses were RMB 15.385 billion, RMB 13.393 billion, and RMB 13.395 billion in 2018, 2020, and 2020, respectively, with R&D expenses accounting for 2%, 1.84%, and 2.08% of operating costs, respectively. 2020 can be considered the first year of explosive growth for new energy vehicles, with SAIC's R&D expenses increasing by only 0.01% year-on-year. In Q1 2021, SAIC's R&D expenses were RMB 3.418 billion, accounting for 2.08% of operating costs.</p><p><img src=\"https://static.tigerbbs.com/1ea6ba421cc1596edae7c4dc59d352bf\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p>There is almost no difference in R&D expenses between 2019 and 2020. The R&D expenses in Q1 of this year did not fluctuate much compared to Q1 of 2020, increasing by only 400 million. Manufacturing cars is a very expensive endeavor. If SAIC Motor really wants to manufacture its own cars, it should be willing to throw money at it.</p><p>In stark contrast, the neighbor had already figured out how to cooperate with Huawei.<a href=\"https://laohu8.com/S/601127\">Sokon Group</a>Judging from the stock price alone, Xiaokang has tripled in the past six months.</p><p>Xiaokang started by making microcars and commercial vehicles. It developed its own range-extended vehicle, the Seres SF5, but sales were dismal. Initially, the management's strategy was to develop the US market first and then return to the domestic market. However, due to a lack of funds, this strategy was later abandoned.</p><p>Until they began cooperating with Huawei to jointly produce the new Seres, the stock price began to rise rapidly. Although there was suspicion of capital speculation, Xiaokang would later have pure electric vehicles, and Huawei's sales channels would be fully opened to Xiaokang. The biggest difference between traditional automakers and emerging internet companies lies in their lack of emphasis on marketing. With the addition of this private placement, Xiaokang has attracted the attention of many funds, including Guangfa Bank and the Chongqing Municipal Government, thanks to the addition of Huawei. With funding, Huawei's technology, and channels, the path to a moderately prosperous society through new energy vehicles will proceed more smoothly.</p><p><img src=\"https://static.tigerbbs.com/59f9dcfe29a8267bcff7d62b3bd894b7\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p><b>In the end</b></p><p>Back then, gasoline-powered cars replaced horse-drawn carriages, which was a low-cost alternative. Previously, only nobles could ride in horse-drawn carriages. The emergence of gasoline-powered carriages replaced horse-drawn carriages, and the market driven by consumption upgrades was enormous, equivalent to going from 0 to 100. Traditional automakers have made a fortune riding on the shoulders of the times and technological changes.</p><p>It is undeniable that traditional automakers like SAIC are large and powerful, and it might be hard to swallow the insult of bowing down to Huawei, which can strangle the industry as a new entrant. Looking back, Huawei has actually been laying the groundwork for many years and didn't rush into the intelligent market on a whim.<b>The capital market is profit-driven, and the era of gasoline-powered vehicles will eventually pass. The world is rapidly developing carbon neutrality, and the electrification and intelligentization of new energy vehicles are an inevitable trend.</b></p><p>middle<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The automotive market has shifted from a policy-guided one to a market-selective one. At this point, traditional automakers that have not yet turned too far should put aside their years of arrogance and prejudice, quickly change their style, lower their stance, and achieve mutual benefit and win-win results. If traditional automakers lack the capability to develop their own autonomous driving systems, their advantage lies in complete vehicles, and capturing the OEM market might also be a good business opportunity.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/473156\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b27e15814525cfc370ed22cca0bff732","relate_stocks":{"600104":"上汽集团"},"source_url":"http://www.gelonghui.com/p/473156","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2148778158","content_text":"6月底，上汽集团股东大会上，有股民问：目前众多车企注重自动驾驶业务的推进，从之前的媒体曝光来看，华为自动驾驶算法技术，以及激光雷达产业布局方面，都具有较大的先发优势，上汽是否会考虑在自动驾驶方面与华为等第三方公司合作。\n董事长陈虹回应：与华为这样的第三方公司合作自动驾驶，上汽是不能接受的。就成了灵魂，而上汽就成了躯体。对于这样的结果，上汽是不能接受的，要把灵魂掌握在自己手中。\n\n“不接受任何供应商的整体解决方案，最多是合作。”\n\n\n上汽有没有这样说话的底气？\n先来看看上汽的布局，2021年上汽集团全面转型电动化、智能化，进入电动汽车和智能汽车的新品密集投放大年：上汽大众 MEB 平台 2021 年推出 3 款ID系列产品，上汽自主旗下新品牌R和智己先后各推出2 款电动产品，并于年底投产新一代电池平台，2022 年智己首款车型交付并上市第二款车型，基于 MEB 平台打造的奥迪电动新车型上市，荣威和名爵主力车型全面换代，2022 年下半年上汽通用电动车新平台开始密集投放新车型。\n同时，上汽通用五菱借力现象级爆款宏光MINIEV持续深耕短途代步的电动小车市场。\n\n表面上看起来有很多中长期的战略布局，但如果去查一下销量，会觉得名不副实。\n根据车主之家5月的销量数据，除了五菱宏光Mini 和荣威排在一三名之外，其余的车型枝只有一千上下的销量。\n\n按五菱和荣威的排名一一分析，简单算笔账。\n五菱宏光Mini大家都熟悉，价格在三万左右的A00纯电动车，续航120KM，方便日常通勤以及城际之间的交通，俗称“买菜车”，很贴近当代人的生活，但是这个价位就别奢望能有自动驾驶服务了。简单算下收入，均价三万左右的五菱宏光Mini即使是销量26742辆，算起来收入8个亿左右；就以蔚来举例子，5月销量6711辆，均价按30万算，收入在20亿左右。销冠五菱的收入不到蔚来的一半，可见车企中高端车型布局是多么重要。\n\n图表来源：公司官网\n上汽没有高端车布局吗，有的。\n去年年底联合阿里和张江高科成立智己汽车定位高端，短暂地吸引了一下市场的眼球。首款智己L7的预售车型，预售价格为40.88万元。智己L7车长5098mm，轴距 3100mm与BBA相近。综合工况续航 655km，零百加速3.9秒。除了已发布开始预定的智己 L7，还有智己的首款SUV智己LS7预计在2022年也将上市。L74月发布便开始预订，到现在也没有销量的数据，配置再怎么夸最后还是要看市场买不买账。\n扯远了，再来看看荣威的销量。对比乘联会5月的数据，有些数据网站会把荣威i5和荣威Ei5的销量放在了一起，显得荣威似乎销量很好。然而荣威i5是燃油车，价格在5.99-8.19万元，5月销量为12671辆。荣威Ei5是纯电动车，价格在12.48-15.91万元，综合续航里程5.01KM。5月销量只有1644辆。\n\n其他的车型就更别说了，大众ID4、Marvel R等车型都只有几百辆的销量。\n如果销量还有市场的选择以及竞争者们等多种外生因素影响，上汽对电动化智能化大趋势有没有内生性的坚定的态度呢？\n关于公司扩张以及研发费用，上汽表示公司下一阶段的重要目标是国际化。\n公司产品和服务已进入全球 60 余个国家和地区，已培育形成了9个“万辆级”海外区域市场。上汽集团积极推动全球业务布局。在硅谷、特拉维夫和伦敦设立 3 个创新研发中心，在欧洲、南美、中东、北非、澳新和东盟等地设立了多个区域营销服务中心，已经形成泰国、英国、欧盟、印尼、智利、澳新、中东、印度、埃及 9 个“规模级”海外市场。\n\n私以为国内的市场都还没有顾上，这时候发展全球化显得有些操之过急以及画饼之嫌。造车，特别是造智能电动车是多么烧钱的一件事，隔壁蔚小理三家已经演绎地一清二楚，更何况初期都还是找代工厂代工生产不是自己整车制造，蔚来都一度濒临破产。\n那么来看看上汽最近几年的研发费用。上汽集团2018-2020年的研发费用分别为153.85、133.93以及133.95亿元，其中研发费用占营业成本比率分别为2%、1.84%以及2.08%。2020年可以算是新能源汽车的爆发元年了，上汽的研发费用同比只增加了0.01%。2021年上汽Q1研发费用为34.18亿元，研发费用占营业成本比率为2.08%。\n\n研发费用上19年到20年几乎没什么区别，今年Q1的研发费用跟2020Q1也没有太大的浮动，只增加4亿。造车是个很烧钱的事情，如果真的想自己造车，上汽集团应该拿出砸钱的态度。\n形成鲜明对比的是隔壁早早想清楚和华为合作的小康股份，单从股价上近半年小康已经翻了三倍。\n小康当初是做微型车和商用车起家的，自己研发了一款增程式汽车赛力斯SF5销量惨淡，说起来最初管理层的策略准备先发展美国市场再回国内发展，由于实在缺钱，后来这个战略便不了了之了。\n直到开始和华为合作，合力生产新的赛力斯，股价开始迅速往上走，虽然不排除有资本炒作的嫌疑，但是小康后续会有纯电动车型出现，并且华为的销售渠道为小康全部打开。传统整车厂和互联网起家的新势力最大的不同就在于不注重营销。加上此次定增，由于华为的加成，小康受到了多方资金的青睐，包括广发以及重庆市政府的高度重视。有了资金又有了华为的技术和渠道，小康的新能源汽车之路会走地更顺一些。\n\n说在最后\n当年燃油汽车替代马车，是平价替代。之前马车只有贵族才能坐，燃油车的出现替代了马车，消费升级带动的市场是非常大的，相当于从0到100。传统整车厂踩在时代和技术变更的肩膀上赚得盆满钵满。\n不否认像上汽这样的传统车企家大业大，要跟新入局就能扼住行业喉咙的华为低头，这口气或许真的咽不下去。转头想想，其实华为也已经布局多年了，并不是脑子一热就冲进了智能化的市场。资本市场都是逐利的，燃油车的时代终将会过去，全球都在快速发展碳中和，新能源汽车电动化、智能化的发展大势所趋。\n中国新能源汽车市场已经从政策引导型转为市场选择型，这时候还没有调转过头的传统车企应该放下多年的傲慢与偏见，快速转变风格，放低姿态，互利共赢。如果没有能力自己研发自动驾驶系统，传统车企的优势在于整车，吃掉代工的市场或许也是一件好生意。","news_type":1,"symbols_score_info":{"600104":0.9}},"isVote":1,"tweetType":1,"viewCount":4020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":152966198,"gmtCreate":1625263149614,"gmtModify":1703739482469,"author":{"id":"4087716351629810","authorId":"4087716351629810","name":"CrystalLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087716351629810","idStr":"4087716351629810"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152966198","repostId":"2148803813","repostType":4,"repost":{"id":"2148803813","kind":"news","pubTimestamp":1625236084,"share":"https://ttm.financial/m/news/2148803813?lang=en_US&edition=fundamental","pubTime":"2021-07-02 22:28","market":"us","language":"zh","title":"With sales exceeding 200,000 units for the first time, can Tesla rest easy?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148803813","media":"36氪","summary":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海","content":"<p>Second quarter 2021,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Deliveries continued to grow, exceeding 200,000 vehicles for the first time.</p><p>Among them, Tesla's sales in the Chinese market are still on a path of rapid growth. Data from the China Passenger Car Association shows that from January to May this year, cumulative domestic sales approached 130,000 vehicles, reaching a market performance of 128,588 vehicles. Model 3s produced at the Shanghai Gigafactory were exported to 10 countries and regions, including Europe and Australia, contributing to Tesla's delivery growth in the second quarter.</p><p>In terms of vehicle models, the Model Y has achieved impressive delivery results. Data from the China Passenger Car Association shows that from January to May, the cumulative national sales of the Model Y reached 34,557 units, of which 12,728 units were sold in May, ranking ninth on the SUV sales list that month.</p><p>In terms of related supporting facilities, Tesla has 850 Supercharger stations in China, with more than 6,500 Supercharger piles, and more than 700 destination charging stations and more than 1,700 destination charging piles, covering more than 320 cities across the country. In addition, Tesla plans to invest 42 million yuan in Shanghai to build a Supercharger factory integrating R&D and production. The project is expected to be put into operation in the first quarter of 2021, with an initial planned annual production of 10,000 Supercharger piles (mainly V3 Supercharger piles).</p><p>Even so, the fog surrounding Tesla's safety has not dissipated. Tesla recently announced a recall of over 280,000 imported Model 3, domestically produced Model 3, and domestically produced Model Y vehicles in China. It is worth noting that the recall basically covers all domestically produced Model 3 and Model Y models sold from January to May this year.</p><p>At the same time, Tesla also faces challenges from traditional automaker giant Volkswagen.</p><p>Volkswagen recently announced that its entire product line will achieve carbon neutrality by 2050 at the latest, and by 2030, electric vehicles will be the group's main model, accounting for 70% of its European sales. Volkswagen's goal for 2021 is to more than double its electric vehicle deliveries to 1 million units. Last year, the European new energy vehicle market jumped to become the world's largest new energy vehicle market, accounting for 43% of the global market share. This move means that Volkswagen will bet on the European market and see it as an important market to compete with Tesla.</p><p>Compared to established car manufacturers, Tesla needs to further improve its quality and production capacity.</p>","source":"tencent","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>With sales exceeding 200,000 units for the first time, can Tesla rest easy?</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\">\nWith sales exceeding 200,000 units for the first time, can Tesla rest easy?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">36氪</strong><span class=\"h-time small\">2021-07-02 22:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Second quarter 2021,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Deliveries continued to grow, exceeding 200,000 vehicles for the first time.</p><p>Among them, Tesla's sales in the Chinese market are still on a path of rapid growth. Data from the China Passenger Car Association shows that from January to May this year, cumulative domestic sales approached 130,000 vehicles, reaching a market performance of 128,588 vehicles. Model 3s produced at the Shanghai Gigafactory were exported to 10 countries and regions, including Europe and Australia, contributing to Tesla's delivery growth in the second quarter.</p><p>In terms of vehicle models, the Model Y has achieved impressive delivery results. Data from the China Passenger Car Association shows that from January to May, the cumulative national sales of the Model Y reached 34,557 units, of which 12,728 units were sold in May, ranking ninth on the SUV sales list that month.</p><p>In terms of related supporting facilities, Tesla has 850 Supercharger stations in China, with more than 6,500 Supercharger piles, and more than 700 destination charging stations and more than 1,700 destination charging piles, covering more than 320 cities across the country. In addition, Tesla plans to invest 42 million yuan in Shanghai to build a Supercharger factory integrating R&D and production. The project is expected to be put into operation in the first quarter of 2021, with an initial planned annual production of 10,000 Supercharger piles (mainly V3 Supercharger piles).</p><p>Even so, the fog surrounding Tesla's safety has not dissipated. Tesla recently announced a recall of over 280,000 imported Model 3, domestically produced Model 3, and domestically produced Model Y vehicles in China. It is worth noting that the recall basically covers all domestically produced Model 3 and Model Y models sold from January to May this year.</p><p>At the same time, Tesla also faces challenges from traditional automaker giant Volkswagen.</p><p>Volkswagen recently announced that its entire product line will achieve carbon neutrality by 2050 at the latest, and by 2030, electric vehicles will be the group's main model, accounting for 70% of its European sales. Volkswagen's goal for 2021 is to more than double its electric vehicle deliveries to 1 million units. Last year, the European new energy vehicle market jumped to become the world's largest new energy vehicle market, accounting for 43% of the global market share. This move means that Volkswagen will bet on the European market and see it as an important market to compete with Tesla.</p><p>Compared to established car manufacturers, Tesla needs to further improve its quality and production capacity.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b\">36氪</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/577e499e898d722a6d935282f36956a3","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107022132327d4b9b6f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2148803813","content_text":"2021年二季度，特斯拉交付量持续增长，首度突破20万辆。\n其中，中国市场特斯拉销量仍走在高速增长的道路上，乘联会数据显示今年1-5月国内累计销量更是逼近13万辆，达到128,588辆的市场表现。上海超级工厂生产的Model 3，出口至欧洲、澳大利亚等10个国家和地区，促进者特斯拉二季度的交付量的增长。\n车型方面，Model Y交付成绩较为亮，眼乘联会数据显示，1-5月Model Y全国累计销量为34557辆，其中5月销量为12728辆，位列当月SUV销量榜单第九名。\n相关配套设施方面，特斯拉在中国的超级充电站达到了850座，有超过6500根超级充电桩，目的地充电站已达到700+，1700+目的地充电桩，共覆盖全国320个以上的城市。此外，特斯拉计划在上海投资4,200万元，建设一座集研发、生产于一体的超级充电桩工厂，该项目预计2021年第一季度投产，初期规划年产10,000根超级充电桩（主要为V3超级充电桩）\n即便如此，特斯拉的安全氤氲仍未散去。近日特斯拉宣布召回国内超28万辆进口Model 3、国产Model 3以及国产Model Y。值得注意的是，本次召回数量基本涵盖了今年1-5月所有销售的国产Model 3与国产Model Y。\n同时，特斯拉还要面临传统车企巨头大众的挑战。\n近日，大众宣布其整个产品线最迟将在2050年实现碳中和，到2030年电动汽车将是集团主销车型，届时将占到其欧洲销量的70%。2021年大众汽车的目标是将电动汽车的交付量增加一倍以上，并达到100万辆。去年欧洲新能源市场一举跃升为全球最大新能源车市场，占全球市场份额的43%。此举意味着大众将押宝欧洲市场，并将其作为抗衡特斯拉的重要市场。\n相较于成熟的造车企业，特斯拉质量以及产能上都需要进一步提高。","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}