Skip to content

Judge 2022: There are three car companies in China, will take turns from Toyota

Preface: Life, always in the boring repetition, hiding the eggs about surprises.

In each time period, we will always repeat some of the same events, and then generate new discussions, generate new imagination because of new facts, or even predict the next multi-change.

In front of this month, the same incident in the opening of the automobile industry is that a family head business earning report, strategic release, then you and I suddenly awakened, shouting the car in the past few years Failure to change the world, this world has changed in public opinion, but there is no big change in reality.

Daimler, in 2020, the total sales volume of 2.84 million (down 15%), revenue 154.3 billion euros (decline 11%), net profit However, it has skyrocketed to 4 billion euros (up 48%);

BMW, 2020 sales 2.32 million units, revenue of 99 billion euros (5% fell), interest tax before profit 5222 billion euros;

Audi, 2020 sales volume 169.28 million units (down 8%), revenue of 49.977 billion euros (decline), sales profit of 2.739 billion euros (decline);

China Brand: Great Wall Car, Geely Car has also been released.

Great Wall Motor, 2020 sales exceeded 11.1 million units (up 4.8%), revenue 103.28 billion yuan (up 7.35%), return to the net profit 5.392 billion yuan (up 19.9%);

Geely Automobile, 2020 sales exceeded 1.32 million, with an income of 92.1 billion yuan (down 5%), net profit 5.57 billion yuan (down 32%);

After all of the above, Clearly tell us one thing, now the most important part of the global automotive industry, in the Chinese market, who can have excellent performance in the Chinese market, who can handle a good answer. At the same time, we can also find one thing, China’s head car brand is more gratifying in today’s test, sales, The average price, the profits are further rising.

So, the topic of a older, there is a national car VS joint venture

This is a very old topic, the domestic car chased the joint venture car, whether the domestic car beyond some levels Car, the future buy domestic car or a joint venture.

Standing at different angles, the answers behind this are different. For example, is the domestic car exceeds a joint venture at a certain level? The answer behind this is right. Geely, Great Wall, BYD, Chang’an and so on, they have obvious advantages in the intelligent network, voice operations, and the vehicle rate, etc., they are more equivalent to the joint venture system, more Cheap, better.

, for example, the average price of the leader has been coming to approaching 160,000 yuan, the average price of the main product of the Great Wall car has already exceed 100,000 Yuan, BYD has taken a lot of sales in the market level of 300,000 yuan, as well as Changan Today’s core product transaction average price is also more than 100,000 yuan. Today’s joint venture brand is almost no sales contribution within 100,000 yuan, this is the absolute world of China’s independent brand.

From this point of view, today’s China Auto Market Pattern is, the SUV market within 150,000 yuan, most consumers will choose the Great Wall, Geely, BYD, Chery, Chang’an related products, 100,000 The car market within the yuan is also the same. At the same time, because there is Changan Yi Plus, BYD Han’s models, even Xiaopeng P7, Wei Si, ideal appearance, China’s independent brand is now able to trust the market and even luxury to grab the market.

However, today we talk about this, change

China’s brand VS foreign-funded brand who is stronger, this point, not only about you, what I buy, what to buy, more This market will be further transparent because the advancement of Chinese brands is further transparent, and is driven by Chinese car companies in Chinese consumers.

The reality in front of me is that China’s car companies have achieved better results within 200,000 yuan, and SUVs within 150,000 yuan have advantages, and the cars within 100,000 yuan have advantages, while because of wey, lead The appearance of the gram brand, directly robThe original market share of Toyota, Volkswagen, Honda and other strong car companies.

So next, who will complete a higher dimensional breakthrough? Answers, currently in three, have clearly shown that new high-end or ultra-high-end brands, BYD, Great Wall, Geely.

How does BYD change the market pattern? The existing BYD Han, BYD Tang, relies on the pure electric platform, battery technology, intelligent driving, and with Dai Male produces deep cooperation with Daimler, which has been in the field of electrification and traditional fuel models of BBA. Next, BYD launched its high-end products in 2022, according to the news from our 2020, there is a new energy product with more than 500,000 yuan.

From BYD to the development route in recent years, this new brand of products, have the opportunity to complete the price of $ 500,000 to make the performance of the traditional model, and we can expect it, it It can have the mainstream of the industry (such as 900-1000 kilometers), which can have a material that wants to exceed Maybach. Although the product has not yet been formally landed, but from the previous interview with BYD, the new product will directly exceed the public, Toyota’s price range, and bordered with BBA.

How will the Great Wall Motor change the market pattern? The answer is the same in its ultra-high-end brand, SL salon. In 2022, the product landed, according to our exclusive news, it is in seeking a new model with the same level of Rolls Rolls, and in it, the big probability will directly have high-end automatic driving, powerful The four-wheel drive system, the existing Jeep Land Rover and other models have nothing to do, and its price may also be 500,000 yuan. You said that the public, Toyota, etc., will you do what idea is facing such a differentiated product?

How do Geely Motors change the market pattern? Similarly, we cut from its high-end brand.

On March 23, 2021, Geely had just announced this news, cash invested 2 billion yuan, Li Shufu’s chairman of the Board of Board, and An Cong Hui’s CEO (CEO). itThe car that is the same is the same as the electrified model. It is necessary to rely on the SEA vast architecture, from two ways to meet the new needs of users and new retail models, and the exact news about this brand is currently less. However, it is certain that after the first model ZERO is launched, the subsequent models will further increase in Zero, that is, more than 700 kilometers of battery life, high-level automatic driving, new intelligent networks An emerged one by one.

In addition, in the hands of Geely holds a bottom card without people, it is ECARX Billion Cofot Technology. This is Geely’s technology company, which has been officially announced to establish a chip-related joint venture company. From our previous interview, the progress between this company and ARM is not a blank attempt stage, but has already In the previous paving, according to the established goal, its car interactive chip, its vehicle, its automatic driving chip, will come to you in front of you in a short time, and the new situation at that time Yes, Geely has the capacity of the self-controlled intelligent core technology, the public, Toyota, Honda, and even other Chinese car companies also need to seek chip suppliers, with the whole field chip castrated force to correspond to automotive products.

In addition, the recent billion Cofot Technology and Volvo have completed a new joint venture company to create intelligent systems that meet the global models. With the start of this company, the automotive brands that have not yet started or incorporated in these, will have to face the new standardization system, technical patents, etc., seek other solutions or add them.

The above three, will hold the live door of a series of enterprises such as the public and Toyota, in 20-500,000 yuan, China’s independent brand has a series of new patented technology, with faster applications How do they deal with land?

Write in the last:

Even, the above will make Tesla, such as the day. If you have Tesla owners around you, you will find that its battery management capabilities are being transcended by new forces. You will find that its battery life is being transcended by Volkswagence Toyota, you will also find it, its goodwill, The degree of intelligence is surpassed by China’s head.

The transformation of the concept takes time, butWith a series of car companies, China’s head is first grounded in the China Auto Market in China’s technology change. With Huawei, ZTE, Xiaomi’s technology entities in the field of technology entities.

In 2022, the new products of three car enterprises have landed, I believe that this will be a year of reversing the traditional concept.

Leave a Reply

Your email address will not be published. Required fields are marked *