TU-TESL

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Although the sales volume of domestic new energy vehicle market has declined for three consecutive months, the new forces of vehicle manufacturing that are highly concerned by public opinion have not stopped their pace of progress. On October 25, several electric vehicle enterprises and State Grid Electric Vehicle Service Co., Ltd. (hereinafter referred to as "State Grid Electric Vehicle") announced that they would launch the sales mode of selling cars and charging packs, that is, private car customers who purchase charging service packs can enjoy free charging services of 5000 or 10000 degrees within three years in State Grid. As the only new power enterprise participating in the plan, Weima automobile also announced on the same day that it will launch 520 Guodian Changxiang special model for the above plan, starting from the price of 1816800 yuan. Users who buy the car can enjoy three years of free charging of public charging piles of State Grid. "Although the domestic new energy market began to decline after July, Weima must have some new strategic measures to maintain its leading position in the new power of car building." In an interview with the daily economic news, Lu Bin, senior vice president of Weima automobile, said that in addition to charging service, Weima will have a new strategy release next. On the day before Weima's high-profile announcement of the launch of the "charging pack", Weima, on its "intelligent technology sharing day" for a long time, put forward its detailed plan on the research and development of intelligent Internet connected vehicles. "Electric vehicles are the basis of hardware, and software is a new driving force. Only by combining software with hardware can we keep the leading position in the next race track." Ji Yuming, vice president of Xiaopeng automobile. In the view of insiders, with the slowdown of new energy vehicle market, capital is gradually returning to rationality. In this environment, only the new forces in the head position can touch the investment interest of capital, so now for the new forces in vehicle building, the new competition is no longer whether to build a car, but whether to build a different electric vehicle. "Ten years ago, mobile phone companies launched a mobile phone traffic package together with operators, which promoted the popularity of smart phones. At present, smart electric vehicles are developing. If we refer to the development of smart phones in China 10 years ago, and electric vehicle manufacturers and charging point operators jointly launch charging packs, will the effect of smart phones in that year be repeated? " Lu Bin told the daily economic news that Weima hopes to gradually realize the connectivity of background data through technology through cooperation with pile enterprises, so as to promote the strategic development of China's electric vehicle market. Making efforts in the field of charging is the path that Weima team designed at the beginning of their business. Since the launch of the "i.e. passenger app" charging service platform, this time, in cooperation with the State Grid, 90000 State Grid self built charging piles have been connected, and the coverage density of the charging piles under Weima will be doubled to the maximum. In Beijing, for example, the central urban area is equipped with a charging post every 0.7 square kilometers on average. The fastest driving distance is 3 minutes, and Weima users can reach the nearest charging post. It saves users time and cost of finding charging piles, which is regarded as one of the competitiveness of Weima in the new energy vehicle market in the future. "We hope to connect the car with electricity and form a new scheme in the process of how users use electricity, which is actually more advantageous than fuel vehicles." Lu Bin told reporters. However, the challenge of public charging business layout is that many charging piles have problems such as "unable to charge, unable to sweep, and parking space occupied", which brings great pressure to the background operation service of Weima "i.e. passenger app". "Since the launch of the" i.e. customer bank "charging business, we have encountered problems that can be spread over a room by listing them one by one." Lu Bin smiled at the reporter. In this case, it keeps running in with different charging operators, and at the same time, it arranges charging business together with other main engine plants, which is regarded as one of the means to reduce operating costs and promote charging piles rapidly by Weima. In fact, not only Weima, facing the complete decline of new energy subsidies in 2020, many traditional new energy vehicle enterprises also launched preferential measures in the field of charging, hoping to stimulate the recovery of new energy vehicle market. On the same day that state grid electric vehicles announced the launch of "car selling plus charging package" service, BAIC group's Beijing brand announced that it would provide charging operation for its new energy users with 1 billion yuan; for individual users and industry users, it launched the State Grid charging service package package with the range of 300 kilowatt hours to 5000 kilowatt hours; it launched the "super cost-effective and charging" with the travel version of 30000 kilowatt hours and personal version of 5000 kilowatt hours " Worry free program. "After the growth of new energy vehicle market slows down, the vehicle enterprises are also calming down. Next year, we will not release too much capacity, because this will cause market price fluctuations, and the wait-and-see situation of consumers will increase. Now we are rationally looking at the development of the new energy market. The main engine plant is connected with the charging operator and after-sales service provider to jointly build a new energy vehicle market. " Lu Bin believes that this trend will bring strategic development to China's electric vehicle industry, and in this process, Weima automobile will have greater development only if it keeps leading in the new force of vehicle building. Different from Weima's focus on the field of charging, Xiaopeng's strategy is that only by deeply combining intelligent capabilities with electric vehicles can it occupy the dominant position of the new track. Intelligent Internet car is regarded by Xiaopeng as the next track after electric vehicle. "The core of the first generation of ICV is to solve the networking problem, and the second generation is the process of mobile phone. On behalf of the manufacturer, the software application problem in the car is solved through a large vehicle screen, but most of the overall experience is to copy the mobile phone. In contrast, the third generation of intelligent Internet connected vehicles is to scene user behavior, strive to achieve full scene artificial intelligence, and make the car think like a person. " According to Ji Yu, vice president of Xiaopeng automobile, the ability of intelligent service will be the core of the competition of intelligent Internet connected automobile in the future. For this reason, Xiaopeng automobile no longer spend more time on how to improve the endurance mileage of electric vehicles, but pay more attention to how to add software drive into the vehicle through fast iteration, big data and AI engine, so that Xiaopeng automobile has more intelligent network connection functions, so as to distinguish other electric vehicles. Take the upcoming model of Xiaopeng P7 as an example. One of the biggest features of the car is the mobile car key function of the deep cooperation between Xiaopeng car and Xiaomi mobile phone, that is, the user can open the door and drive the car without the car key and with the mobile phone. If the user does not use millet mobile phone, Alipay can also open the door and drive on mobile phone. "Next step, we will work with Alipay to build the digital key of the financial machine by using the ability of Alipay and millet to enhance the financial security and the ability of mobile phone's key verification." Ji Yu believes that in the future, the competition of intelligent Internet connected vehicles will focus on ecological construction, so Xiaopeng automobile will open its intelligent platform, access more partners, and establish the intelligent Internet connected ecology of Xiaopeng automobile. However, at present, the landing speed of Xiaopeng's intelligent Internet connection technology is not the fastest. On the rx5 Max model launched on August 28 this year, some intelligent Internet connection technologies in Xiaopeng's plan have been put into production on the ground, such as brush face start vehicle, AR driving real-world driving aid system, automatic parking aid system, etc. It can be seen that in the competition of the new track, the traditional car companies did not wait for the dead, but scrambled for the track with the new forces of car building at the same or faster speed. "In fact, in the eyes of current investors, there are not too many new forces and traditional vehicle enterprises, the key is to see what ideas are used by the vehicle manufacturers to build cars." Wang Rongjin, partner of Jinbang capital, believes that when the infrastructure such as charging network is popularized, the cost of important parts and components will decrease due to scale effect, and the turning point of electric vehicle development will come. In the process of intelligent networking of electric vehicles, capital will focus on the head enterprises, so it is likely to be the key node to determine the ranking of electric vehicle enterprises in the future track.