LeTV, which has frequently appeared at the domestic auto show and launched the first concept model FF, unexpectedly celebrated the Shanghai Auto Show. LeTV said that it was absent from this year's Shanghai Auto Show because FF participated in the "Frash" of the Facebook F8 Global Developers Conference and the Shanghai Auto Show, as well as the overall communication planning of LeTV.
However, LeTV "goes away" and many newcomers "come". At the Shanghai Auto Show near Sunset, the participation of many Internet-built car companies indicates that new brands will continue to join in the future.
It is worth noting that from the “PPT†car that has been criticized, to the appearance of many concept cars and production cars at the Shanghai Auto Show, Internet car manufacturers are breaking the “painting†style of car making. However, the industry generally believes that for Internet car manufacturers, there is no traditional car enterprise car experience, sufficient capital guarantee, lack of production qualifications, and uncertain profit methods, which will still hinder the real realization of the dream of Internet car manufacturers.
Car show gets together
At this year's Shanghai Auto Show, Internet car manufacturers such as Weilai Auto, Sing Point Auto and Weimar Auto have an unusually strong lineup, and unlike the previous way of releasing only the imaginary maps of the models, all Internet car companies have exhibited concept cars or Production model.
Among them, Wei Lai Auto, which has been compared with LeTV, has released 11 models of the Shanghai Auto Show since its release of the ES8, including the world's first SUV NIO ES8, and the first launch in China. The EP9 and EVE concept cars. In the current domestic SUV market, the Weilai NIO ES8 is the most attractive. The car has a 7-seat layout and is more than 5 meters long. It is equipped with front and rear dual motors and supports a power-changing mode. According to reports, the Weilai NIO ES8 production system and supply chain layout have been completed, mass production preparation is progressing, plans to officially release this year, officially delivered next year.
At the same time, at the Beijing Auto Show last year, the singularity car exhibited by the partner Alte venue exhibited two different versions of the iS6 model at the Shanghai Auto Show. Previously, Singular Auto has announced the iS6 preview version and is expected to produce in small batches by the end of this year.
Automotive industry expert Zhang Zhiyong said that many Internet car manufacturers' products have already stepped out of "PPT", and the number of concept cars has decreased, and the number of production models has increased, and they have entered the product implementation stage. At the same time, the Internet has created opportunities for many companies that have not been involved in automobile manufacturing. Enterprises use the Internet platform to use Internet thinking. In the development stage, they will start with consumer demand, and the cost of marketing in the future will be greatly reduced.
Qualification reached
Although Internet car companies have come up with production models, and many companies are planning to put into production this year, the lack of production qualifications has become a hurdle in front of Internet car manufacturers.
In order to promote the development of the new energy vehicle industry, in 2015, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the “Regulations on the Management of New Pure Electric Passenger Vehicle Enterprises†to bring opportunities for Internet car manufacturers to land.
At present, 13 companies including BAIC New Energy, Chery New Energy, Jiangling New Energy, Yundu Automobile, Guoneng New Energy and Qiandao Motor have obtained the qualifications for new energy vehicle production. Among them, Beiqi New Energy and Chery New Energy are the new energy vehicle business split by traditional car companies, with the background of traditional car enterprises; the future car is derived from the industrial chain such as auto parts suppliers, and the Internet car manufacturers have not yet One has obtained production qualifications.
The industry believes that the current qualification of new energy vehicle production has not yet deviated from the automotive industry ecosystem, capital strength, production scale and product maturity, is an important criterion to consider whether a company has the capacity of new energy vehicles, and Internet car manufacturers Uncertainty has become one of the reasons for the obstruction of production qualifications.
At present, among the Internet car manufacturers, many independent factories of car companies have just started construction or are under construction, and they can only rely on the way of finding traditional car companies to start production. At the same time, the capital investment capacity of Internet car manufacturers is also unknown. Taking Qiqi Automobile as an example, the company signed the Singular Intelligent New Energy Automobile Industrial Park Project with Anhui Tongling Economic and Technological Development Zone. According to the plan, the total investment of the project is 8 billion yuan. However, after three rounds of financing, the amount of financing that Singular Auto received was only over $600 million.
Profit problem to be solved
In fact, the participation of many Internet car manufacturers in China not only makes people see the rapid growth of the domestic new energy vehicle market, but also wants to replicate the success of Tesla in the new energy vehicle market. However, Yan Jinghui, an expert in the automotive industry, said that it is not easy to replicate Tesla's successful model, and Tesla, which has invested in the new energy vehicle industry for many years, has not achieved profitability.
Data show that in the first quarter of this year, Tesla's total revenue from automotive-related business was 2.29 billion US dollars, an increase of 123%. However, the loss increased to $330 million, and Tesla lost $13,000 per car. According to industry insiders, Tesla's first model models, Model S and Model X, are more high-priced models, which are more to establish a brand image, so that Tesla can achieve profitability as soon as possible for the upcoming low-priced Model 3 The model, but on this model Tesla invested a lot of money, making the loss increase.
It is worth mentioning that at present, domestic Internet car companies are re-taking the road of Tesla, and by establishing a high-end model to establish an image, and then launching a lower-priced model to achieve profitability. Previously, LeTV's FF 91 was exposed to a price of up to 910,000 yuan; the Weilai Auto EP9 was sold for as much as $1.48 million. Yan Jinghui said that high-priced models can make the capital market pay attention to this company and provide convenience for financing. However, as a car company, how to make profits in products is equally important, which is also a guarantee for sustainable development.
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