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2021-07-03
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Soul and Flesh: Arrogance and Prejudice at OEMs in 2021?
CrystalLiew
2021-07-03
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Judging from the previous media exposure, Huawei's autonomous driving algorithm technology and lidar industry layout have great first-mover advantages. Will SAIC consider cooperating with third-party companies such as Huawei in autonomous driving?</p><p>Chairman Chen Hong responded: It is unacceptable for SAIC to cooperate with third-party companies like Huawei for autonomous driving. It became the soul, and SAIC became the body. For such a result, SAIC is unacceptable, and it is necessary to take the soul in its own hands.</p><p><i>\"No overall solution from any supplier is accepted, cooperation at most.\"</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 speak like this?</b></p><p>Let's first take a look at the layout of SAIC. In 2021, SAIC Group will fully transform into electrification,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In 2021, SAIC Volkswagen's MEB platform launched three ID series products, SAIC's new brands R and Zhiji successively launched two electric products, and put into production a new generation battery platform at the end of the year. In 2022, Zhiji's first model was delivered and the second model was launched, a new Audi electric model built on MEB platform was launched, and the main models of Roewe and MG were fully replaced. In the second half of 2022, SAIC-GM's new electric vehicle platform started to launch new models intensively.</p><p>At the same time, SAIC-GM-Wuling continued to explore the electric car market for short-distance transportation by leveraging the phenomenal explosion 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, it seems that there are many medium and long-term strategic layouts, but if you check the sales volume, you will feel that it is not worthy of the name.</p><p>According to the sales data of the owner's home in May, except for Wuling Hongguang Mini and Roewe, which ranked first and third, the rest of the model branches only sold about 1,000.</p><p><img src=\"https://static.tigerbbs.com/71169c0cbee9f0c09c95833730fc6655\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>Analyze it one by one according to the rankings of Wuling and Roewe, and simply calculate the account.</p><p>Everyone is familiar with Wuling Hongguang Mini. The A00 pure electric vehicle with a price of about 30,000 yuan has a battery range of 120KM, which is convenient for daily commuting and inter-city traffic. It is commonly known as \"grocery shopping cart\", which is very close to contemporary people's lives, but don't expect autonomous driving service at this price. Simply calculate the income. Wuling Hongguang Mini, with an average price of about 30,000, has a total income of about 800 million, even if it sells 26,742 units; Just by<a href=\"https://laohu8.com/S/NIO\">Nio</a>For example, in May, the sales volume was 6,711 vehicles, with an average price of 300,000, and the revenue was about 2 billion. Wuling's revenue is less than half that of Nio, which shows how important the layout of high-end models of car companies is.</p><p><img src=\"https://static.tigerbbs.com/8f6cce8f67816dee75105656b707a5e9\" tg-width=\"522\" tg-height=\"251\" referrerpolicy=\"no-referrer\"></p><p>Chart Source: official website of the company</p><p>Doesn't SAIC have a high-end car layout? Yes.</p><p>At the end of last year, it joined Ali and<a href=\"https://laohu8.com/S/600895\">Zhangjiang Hi-Tech</a>The establishment of Zhiji Automobile positioned high-end, which briefly attracted the attention of the market. The pre-sale model of the first Zhiji L7 has a pre-sale price of 408,800 yuan. The Zhiji L7 has a length of 5098mm and a wheelbase of 3100mm, which is similar to the BBA. The comprehensive operating condition has a range of 655km and an acceleration from 0 to 100 seconds in 3.9 seconds. In addition to the Zhiji L7, which has been released and started to be booked, there is also Zhiji's first SUV, the Zhiji LS7, which is also expected to go on sale in 2022. The reservation began when it was released in 174, and there is no sales data until now. No matter how much the configuration boasts, it still depends on whether the market buys it or not.</p><p>Go far, let's take a look at the sales of Roewe. Compared with the data of the Passenger Car Association in May, some data websites will put the sales of Roewe i5 and Roewe Ei5 together, which seems that Roewe seems to sell well. However, Roewe i5 is a fuel vehicle, with a price of 59,900-81,900 yuan, and sales volume in May was 12,671 units. Roewe Ei5 is a pure electric vehicle with a price of 124,800-159,100 yuan and a comprehensive cruising 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, the Volkswagen ID4, Marvel R and other models have only sold a few hundred units.</p><p><b>If the sales volume is still affected by various exogenous factors such as market choice and competitors, does SAIC have an endogenous and firm attitude towards the general trend of electrification and intelligence?</b></p><p>Regarding the company's expansion and research and development expenses, SAIC said that the company's important goal 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 9 \"10,000 vehicles\" overseas regional markets have been cultivated. SAIC Group actively promoted its global business layout. Three innovation R&D centers have been set up in Silicon Valley, Tel Aviv and London, and a number of regional marketing service centers have been set up in Europe, South America, the Middle East, North Africa, Australia and New Zealand and ASEAN. Nine \"scale-level\" overseas markets have been formed in 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>I personally think that the domestic market has not been taken care of yet. At this time, the development of globalization seems a little too hastily and suspected of painting cakes. How expensive it is to build cars, especially intelligent electric cars, has been clearly interpreted by Wei Xiaoli next door. What's more, in the early days, they still found foundries to manufacture their own vehicles instead of manufacturing their own vehicles. Nio was once on the verge of bankruptcy.</p><p>So let's take a look at SAIC's R&D expenses in recent years. The R&D expenses of SAIC Motor from 2018 to 2020 were RMB15,385 million, RMB13,393 million and RMB13,395 million, respectively, of which the ratio of R&D expenses to operating costs was 2%, 1.84% and 2.08%, respectively. 2020 can be regarded as the first year of the outbreak of new energy vehicles, and SAIC's R&D expenses only increased by 0.01% year-on-year. In 2021, SAIC's R&D expenses in Q1 amounted to RMB3.418 billion, and the ratio of R&D expenses to operating costs was 2.08%.</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 from 19 to 20 years. The R&D expenses in Q1 this year have not fluctuated much with those in 2020Q1, only increasing by 400 million. Building a car is a very expensive thing. If you really want to build your own car, SAIC should take the attitude of spending money.</p><p>In sharp contrast, the next door thought about cooperating with Huawei earlier<a href=\"https://laohu8.com/S/601127\">Xiaokang Shares</a>From the stock price alone, Xiaokang has tripled in the past six months.</p><p>Xiaokang started as a mini car and commercial vehicle, and developed an extended-range car, Cyrus SF5, with dismal sales. Speaking of which, the initial management's strategy was to develop the American market first and then return to China for development. Because of the real lack of money, this strategy went nowhere.</p><p>Until we began to cooperate with Huawei to jointly produce new Cyrus, the stock price began to rise rapidly. Although the suspicion of capital speculation is not ruled out, pure electric models will appear in the follow-up of Xiaokang, and Huawei's sales channels are all opened for Xiaokang. The biggest difference between traditional OEMs and the new forces that started on the Internet is that they don't pay attention to marketing. In addition, due to Huawei's bonus, Xiaokang has been favored by many funds, including GF and Chongqing Municipal Government. With funds and Huawei's technology and channels, the road to a well-off new energy vehicle will go smoother.</p><p><img src=\"https://static.tigerbbs.com/59f9dcfe29a8267bcff7d62b3bd894b7\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p><b>Say at the end</b></p><p>In those days, fuel vehicles replaced horse-drawn carriages, which was an affordable alternative. Before, only nobles could ride in horse carriages, and the emergence of fuel vehicles replaced horse carriages. The market driven by consumption upgrading is very large, equivalent to going from 0 to 100. Traditional OEMs have made a lot of money by stepping on the shoulders of times and technological changes.</p><p>It is not denied that traditional car entrepreneurs like SAIC have big businesses, and they may not be able to swallow their heads to Huawei, which can grab the throat of the industry when they are new. Turning to think about it, in fact, Huawei has been laying out for many years, and it is not that it rushed into the intelligent market as soon as its brain is hot.<b>The capital market is profit-seeking, and the era of fuel vehicles will eventually pass. The world is rapidly developing carbon neutrality, and the development of electrification and intelligence of new energy vehicles is the general trend.</b></p><p>Middle<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The automobile market has changed from policy-guided to market-selected. At this time, traditional automobile companies that have not turned over should put aside years of arrogance and prejudice, quickly change their styles, lower their profile, and achieve mutual benefit and win-win results. If you don't have the ability to develop your own autonomous driving system, the advantage of traditional car companies lies in the whole vehicle, and it may also be a good business to eat the OEM market.</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 Flesh: Arrogance and Prejudice at 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 Flesh: Arrogance and Prejudice at 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 Group</a>At the shareholders' meeting, some shareholders asked: At present, many car companies pay attention to the promotion of autonomous driving business. Judging from the previous media exposure, Huawei's autonomous driving algorithm technology and lidar industry layout have great first-mover advantages. Will SAIC consider cooperating with third-party companies such as Huawei in autonomous driving?</p><p>Chairman Chen Hong responded: It is unacceptable for SAIC to cooperate with third-party companies like Huawei for autonomous driving. It became the soul, and SAIC became the body. For such a result, SAIC is unacceptable, and it is necessary to take the soul in its own hands.</p><p><i>\"No overall solution from any supplier is accepted, cooperation at most.\"</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 speak like this?</b></p><p>Let's first take a look at the layout of SAIC. In 2021, SAIC Group will fully transform into electrification,<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In 2021, SAIC Volkswagen's MEB platform launched three ID series products, SAIC's new brands R and Zhiji successively launched two electric products, and put into production a new generation battery platform at the end of the year. In 2022, Zhiji's first model was delivered and the second model was launched, a new Audi electric model built on MEB platform was launched, and the main models of Roewe and MG were fully replaced. In the second half of 2022, SAIC-GM's new electric vehicle platform started to launch new models intensively.</p><p>At the same time, SAIC-GM-Wuling continued to explore the electric car market for short-distance transportation by leveraging the phenomenal explosion 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, it seems that there are many medium and long-term strategic layouts, but if you check the sales volume, you will feel that it is not worthy of the name.</p><p>According to the sales data of the owner's home in May, except for Wuling Hongguang Mini and Roewe, which ranked first and third, the rest of the model branches only sold about 1,000.</p><p><img src=\"https://static.tigerbbs.com/71169c0cbee9f0c09c95833730fc6655\" tg-width=\"1080\" tg-height=\"496\" referrerpolicy=\"no-referrer\"></p><p>Analyze it one by one according to the rankings of Wuling and Roewe, and simply calculate the account.</p><p>Everyone is familiar with Wuling Hongguang Mini. The A00 pure electric vehicle with a price of about 30,000 yuan has a battery range of 120KM, which is convenient for daily commuting and inter-city traffic. It is commonly known as \"grocery shopping cart\", which is very close to contemporary people's lives, but don't expect autonomous driving service at this price. Simply calculate the income. Wuling Hongguang Mini, with an average price of about 30,000, has a total income of about 800 million, even if it sells 26,742 units; Just by<a href=\"https://laohu8.com/S/NIO\">Nio</a>For example, in May, the sales volume was 6,711 vehicles, with an average price of 300,000, and the revenue was about 2 billion. Wuling's revenue is less than half that of Nio, which shows how important the layout of high-end models of car companies is.</p><p><img src=\"https://static.tigerbbs.com/8f6cce8f67816dee75105656b707a5e9\" tg-width=\"522\" tg-height=\"251\" referrerpolicy=\"no-referrer\"></p><p>Chart Source: official website of the company</p><p>Doesn't SAIC have a high-end car layout? Yes.</p><p>At the end of last year, it joined Ali and<a href=\"https://laohu8.com/S/600895\">Zhangjiang Hi-Tech</a>The establishment of Zhiji Automobile positioned high-end, which briefly attracted the attention of the market. The pre-sale model of the first Zhiji L7 has a pre-sale price of 408,800 yuan. The Zhiji L7 has a length of 5098mm and a wheelbase of 3100mm, which is similar to the BBA. The comprehensive operating condition has a range of 655km and an acceleration from 0 to 100 seconds in 3.9 seconds. In addition to the Zhiji L7, which has been released and started to be booked, there is also Zhiji's first SUV, the Zhiji LS7, which is also expected to go on sale in 2022. The reservation began when it was released in 174, and there is no sales data until now. No matter how much the configuration boasts, it still depends on whether the market buys it or not.</p><p>Go far, let's take a look at the sales of Roewe. Compared with the data of the Passenger Car Association in May, some data websites will put the sales of Roewe i5 and Roewe Ei5 together, which seems that Roewe seems to sell well. However, Roewe i5 is a fuel vehicle, with a price of 59,900-81,900 yuan, and sales volume in May was 12,671 units. Roewe Ei5 is a pure electric vehicle with a price of 124,800-159,100 yuan and a comprehensive cruising 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, the Volkswagen ID4, Marvel R and other models have only sold a few hundred units.</p><p><b>If the sales volume is still affected by various exogenous factors such as market choice and competitors, does SAIC have an endogenous and firm attitude towards the general trend of electrification and intelligence?</b></p><p>Regarding the company's expansion and research and development expenses, SAIC said that the company's important goal 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 9 \"10,000 vehicles\" overseas regional markets have been cultivated. SAIC Group actively promoted its global business layout. Three innovation R&D centers have been set up in Silicon Valley, Tel Aviv and London, and a number of regional marketing service centers have been set up in Europe, South America, the Middle East, North Africa, Australia and New Zealand and ASEAN. Nine \"scale-level\" overseas markets have been formed in 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>I personally think that the domestic market has not been taken care of yet. At this time, the development of globalization seems a little too hastily and suspected of painting cakes. How expensive it is to build cars, especially intelligent electric cars, has been clearly interpreted by Wei Xiaoli next door. What's more, in the early days, they still found foundries to manufacture their own vehicles instead of manufacturing their own vehicles. Nio was once on the verge of bankruptcy.</p><p>So let's take a look at SAIC's R&D expenses in recent years. The R&D expenses of SAIC Motor from 2018 to 2020 were RMB15,385 million, RMB13,393 million and RMB13,395 million, respectively, of which the ratio of R&D expenses to operating costs was 2%, 1.84% and 2.08%, respectively. 2020 can be regarded as the first year of the outbreak of new energy vehicles, and SAIC's R&D expenses only increased by 0.01% year-on-year. In 2021, SAIC's R&D expenses in Q1 amounted to RMB3.418 billion, and the ratio of R&D expenses to operating costs was 2.08%.</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 from 19 to 20 years. The R&D expenses in Q1 this year have not fluctuated much with those in 2020Q1, only increasing by 400 million. Building a car is a very expensive thing. If you really want to build your own car, SAIC should take the attitude of spending money.</p><p>In sharp contrast, the next door thought about cooperating with Huawei earlier<a href=\"https://laohu8.com/S/601127\">Xiaokang Shares</a>From the stock price alone, Xiaokang has tripled in the past six months.</p><p>Xiaokang started as a mini car and commercial vehicle, and developed an extended-range car, Cyrus SF5, with dismal sales. Speaking of which, the initial management's strategy was to develop the American market first and then return to China for development. Because of the real lack of money, this strategy went nowhere.</p><p>Until we began to cooperate with Huawei to jointly produce new Cyrus, the stock price began to rise rapidly. Although the suspicion of capital speculation is not ruled out, pure electric models will appear in the follow-up of Xiaokang, and Huawei's sales channels are all opened for Xiaokang. The biggest difference between traditional OEMs and the new forces that started on the Internet is that they don't pay attention to marketing. In addition, due to Huawei's bonus, Xiaokang has been favored by many funds, including GF and Chongqing Municipal Government. With funds and Huawei's technology and channels, the road to a well-off new energy vehicle will go smoother.</p><p><img src=\"https://static.tigerbbs.com/59f9dcfe29a8267bcff7d62b3bd894b7\" tg-width=\"1080\" tg-height=\"759\" referrerpolicy=\"no-referrer\"></p><p><b>Say at the end</b></p><p>In those days, fuel vehicles replaced horse-drawn carriages, which was an affordable alternative. Before, only nobles could ride in horse carriages, and the emergence of fuel vehicles replaced horse carriages. The market driven by consumption upgrading is very large, equivalent to going from 0 to 100. Traditional OEMs have made a lot of money by stepping on the shoulders of times and technological changes.</p><p>It is not denied that traditional car entrepreneurs like SAIC have big businesses, and they may not be able to swallow their heads to Huawei, which can grab the throat of the industry when they are new. Turning to think about it, in fact, Huawei has been laying out for many years, and it is not that it rushed into the intelligent market as soon as its brain is hot.<b>The capital market is profit-seeking, and the era of fuel vehicles will eventually pass. The world is rapidly developing carbon neutrality, and the development of electrification and intelligence of new energy vehicles is the general trend.</b></p><p>Middle<a href=\"https://laohu8.com/S/600617\">Guoxin Energy</a>The automobile market has changed from policy-guided to market-selected. At this time, traditional automobile companies that have not turned over should put aside years of arrogance and prejudice, quickly change their styles, lower their profile, and achieve mutual benefit and win-win results. If you don't have the ability to develop your own autonomous driving system, the advantage of traditional car companies lies in the whole vehicle, and it may also be a good business to eat the OEM market.</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":2630,"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,"idStr":"4087716351629810","authorIdStr":"4087716351629810"},"themes":[],"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,"isVote":1,"tweetType":1,"viewCount":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":152964076,"gmtCreate":1625263530595,"gmtModify":1703739485763,"author":{"id":"4087716351629810","authorId":"4087716351629810","name":"CrystalLiew","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087716351629810","authorIdStr":"4087716351629810"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/152964076","repostId":"2148778158","repostType":4,"isVote":1,"tweetType":1,"viewCount":2630,"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,"idStr":"4087716351629810","authorIdStr":"4087716351629810"},"themes":[],"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":"Breaking through 200,000 sales for the first time, can Tesla sit back and relax?","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>In the second quarter of 2021,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Deliveries continued to grow, exceeding 200,000 units for the first time.</p><p>Among them, Tesla's sales in the Chinese market are still on the road of rapid growth. According to the data of Passenger Car Association, the cumulative domestic sales volume from January to May this year approached 130,000 units, reaching a market performance of 128,588 units. The Model 3 produced by Shanghai Gigafactory was exported to 10 countries and regions including Europe and Australia, promoting the growth of Tesla's delivery volume in the second quarter.</p><p>In terms of vehicle models, the delivery results of Model Y are relatively bright. According to the data of the Eye Passenger Car Association, the cumulative sales volume of Model Y nationwide from January to May was 34,557 units, of which 12,728 units were sold in May, ranking ninth in the SUV sales list that month.</p><p>In terms of related supporting facilities, Tesla has 850 super charging stations in China, with more than 6,500 super charging piles. The destination charging stations have reached 700+ and 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 supercharging pile factory integrating R&D and production. The project is expected to be put into production in the first quarter of 2021, with an initial planned annual output of 10,000 supercharging piles (mainly V3 supercharging piles)</p><p>Even so, Tesla's safety haze has not dissipated. Recently, Tesla announced the recall of over 280,000 domestic imported Model 3, domestic Model 3 and domestic Model Y. It is worth noting that the number of this recall basically covers all domestic Model 3 and domestic Model Y sold from January to May this year.</p><p>At the same time, Tesla will also face the challenge of Volkswagen, a traditional car giant.</p><p>Recently, Volkswagen announced that its entire product line will be carbon neutral by 2050 at the latest, and electric vehicles will be the main sales model of the group by 2030, which will account for 70% of its European sales by then. In 2021 Volkswagen aims to more than double its electric vehicle deliveries and reach 1 million units. Last year, the European new energy market jumped into the world's largest new energy vehicle market, accounting for 43% of the global market share. The move means VW will be betting on the European market as an important market to counter Tesla.</p><p>Compared with mature car manufacturers, Tesla's quality and production capacity need to be further improved.</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>Breaking through 200,000 sales for the first time, can Tesla sit back and relax?</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\">\nBreaking through 200,000 sales for the first time, can Tesla sit back and relax?\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>In the second quarter of 2021,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Deliveries continued to grow, exceeding 200,000 units for the first time.</p><p>Among them, Tesla's sales in the Chinese market are still on the road of rapid growth. According to the data of Passenger Car Association, the cumulative domestic sales volume from January to May this year approached 130,000 units, reaching a market performance of 128,588 units. The Model 3 produced by Shanghai Gigafactory was exported to 10 countries and regions including Europe and Australia, promoting the growth of Tesla's delivery volume in the second quarter.</p><p>In terms of vehicle models, the delivery results of Model Y are relatively bright. According to the data of the Eye Passenger Car Association, the cumulative sales volume of Model Y nationwide from January to May was 34,557 units, of which 12,728 units were sold in May, ranking ninth in the SUV sales list that month.</p><p>In terms of related supporting facilities, Tesla has 850 super charging stations in China, with more than 6,500 super charging piles. The destination charging stations have reached 700+ and 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 supercharging pile factory integrating R&D and production. The project is expected to be put into production in the first quarter of 2021, with an initial planned annual output of 10,000 supercharging piles (mainly V3 supercharging piles)</p><p>Even so, Tesla's safety haze has not dissipated. Recently, Tesla announced the recall of over 280,000 domestic imported Model 3, domestic Model 3 and domestic Model Y. It is worth noting that the number of this recall basically covers all domestic Model 3 and domestic Model Y sold from January to May this year.</p><p>At the same time, Tesla will also face the challenge of Volkswagen, a traditional car giant.</p><p>Recently, Volkswagen announced that its entire product line will be carbon neutral by 2050 at the latest, and electric vehicles will be the main sales model of the group by 2030, which will account for 70% of its European sales by then. In 2021 Volkswagen aims to more than double its electric vehicle deliveries and reach 1 million units. Last year, the European new energy market jumped into the world's largest new energy vehicle market, accounting for 43% of the global market share. The move means VW will be betting on the European market as an important market to counter Tesla.</p><p>Compared with mature car manufacturers, Tesla's quality and production capacity need to be further improved.</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":2282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
