Is there a new energy car “Bubble crack”?

In the cold weather, the first month of the 15th day, the Spring Festival of the Year of the Ox is also considered. Blue Sky Baiyun occasionally blows a cold wind in Guangzhou streets, often easy to think that now just entering autumn, only new green leaves on the roadside big tree, and special conspicuous bright Wood cotton, remind us that spring has arrived.

Yes, full of green oil, the nearest global stock market is like this. The United States is far from the other side of the ocean, Xiaopeng and Ideal. On Friday, the closing price (market value) is compared with the highest point of last year, it has shrunk into one-third, of course Tesla’s stock price is also invisible. Can you get better?

It is that the sales of new energy vehicles is not good, and is there any crisis or “foam crack”? Is the chip supply crisis leading to the stock price plummeted? Don’t pull it.

I don’t know much about finance, and I don’t know much to stock, but I believe that as long as I look at the international financial news, I can know if it is.

In this short ten days in the Year of the Ox, the most lively is always the new energy vehicle field in the car circle.

Although the Spring Festival has just passed, this time I still want to talk about “Geely”.

Everyone may remember that from the end of last year, almost every few days, a big news that Geely is closely related. From Tencent, Baidu cooperation, we can see that a series of actions such as Foxconn to establish an in-law company, as well as the FF Signing Framework Agreement, etc., Geely is in advance around the future electricity era.

The greater movement is one after another.

Li Shufu, Chairman Geely said in the internal speech that Geely has formed two blue Geely Action Plan Programs on summing up the past, respectively: maintenance energy saving and new energy vehicles, 90% is new energy mixing Power car, 10% or so is traditional energy-saving small displacement car; main attack pure electric smart car, form newPure electric car company, positive participation in the competition of the intelligent pure electric car market.

Simple summary is to clarify the development strategy of two legs walking in hybrid and pure electric vehicles. I have reason to believe that this will become the electrical transformation direction of all traditional cars in China.

The most abundant thing is that in a few days, there is already a new pure electric car company, which has been sent out, Geely, or will settle in Hefei. “The air caven, not necessarily,” Hefei invests in the sweetness in the past few years, the ambition of the new energy industry is getting more and more. As for this rumor, it is estimated that it will soon be able to go out according to the rhythm of Geely’s current rhythm.

But this is not finished yet.

A few days ago, Geely Holdings officially released an announcement, announced and Walvo reached a merger program. But in my opinion, because Geely and Volvo continue to maintain an existing independent architecture, it is not so much “merger”, it is better to make a deeper integration or cooperation in some business.

From the officially released news, it is not difficult to see that most of the cooperative items fall in new energy vehicles and automatic driving. These include Geely and Volvo to establish a new company to develop a two-motor hybrid system and a high-efficiency internal combustion engine; all brands share Geely Sea vast architecture and Volvo SPA2 architecture, and develop new pure electric architecture for next-generation electric vehicle products; Automatic driving technology company ZENSEACT leads to develop highly automatic driving solutions.

I think, through this “merge”, combined with the previous Li Shufu mentioned, Geely Auto and Volvo’s future new energy vehicle technology development route has basically surfaced. Next, you can start looking forward to the first new car to pick Zero, the first new car of the Geely SEA platform.

Geely this series of dazzling big movements are concentrated in this short more than ten days, one Aspects can be seen that Geely is really transformation in the future, and the next plate is very big chess, and on the other hand, people have to admire Geely now.The courage and efficiency of doing things. Don’t say that in China, even if you look around the world, it is really a few days.

Talking about “Geely”, let’s talk about “ideal”. (Suddenly, the name of the car is really very important)

The ideal car passed the internal letter in a few days ago, the first disclosure expressed its efforts to achieve 20% of the intelligent electric vehicle market, becoming the domestic One smart electric vehicle brand, didn’t just released the fourth quarter of last year and the annual financial report.

The ideal financial report is very beautiful. Not only sell, revenue, profit, etc., it is quite gratifying, but in the last year, Q4 has also achieved profit. Subsequently, Li Xi is also in the conference call, it is clear that it will continue to strengthen the research and development of BEV (pure electric) platform and pure tram type, the first pure tram type will be launched in 2023.

And, ideal, this year’s goal is to open 200 ideal line sales stores in 100 cities across the country, and will invest in our own Establish a large number of charging facilities.

For the future target planning of the ideal car, I have done an in-depth analysis in the previous article, here is not repeated, but in general, ideal is very full, but The challenge is also very big, or I hope that Li Xi’s ideals can really realize their ideals.

Talk to the ideal, and chat with a few words about it.

Presented on the news, the 100KWH battery pack before the previous release is strong due to the market demand but has limited capacity, so you have to launch the “Flexible upgrade” service.

While this news is not very “eye-catching”, I think it is actually an implicit information. On the one hand, although it provides comprehensive charging, electric shift and energy supply, but the owner is still very eager to improve the capacity of life, otherwise there will be so many owners will spend more than 20,000 yuan to change 100KWH. Big battery.

On the other hand, it is confirmed again, this 100KWH’s battery pack may be limited to production technology and process problems, resulting in a short period of production. This also means that even if the owner is upgraded in the short term, it is not necessary to replace the same 100KWH battery in the change station.

This is a bit awkward.

So more fast charge or super charging stations is still necessary. A few days ago, on the official website of Sinopec, I broke out a news, Sinopec and the high-rise of the two sides were once contended and in-depth discussion, including the construction of the shift electrical facility.

This will not help but look forward to: Will it be in the gas station in Sinopec in the future, see the prevailing pile ?

In fact, this week, the electric brand Ioniq Ioniq Ioniq of Modern Automobile released the first mass production model Ioniq5. Modern Motor Group Electric Vehicle Special Platform E-GMP is built, the wheelbase is 3 meters, which can be compatible with 400V and 800V ultra-high pressure to charge. In 14 minutes, it can charge to 80%. The most important thing is that Beijing Hyundai may be domestic .

The new generation of Mercedes-Benz C-class cars just released, because the whole model is equipped with “1.5T / 2.0T engine + second generation 48V The power system of the motor will also provide an insertion hybrid version, so Mercedes-Benz C-class has also become the first car system for Mercedes-Benz.

This is only 15 days after the year …