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synee4295
2021-12-29

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Huawei Nio is crowded on the 250,000-yuan car-making track. Is it too early to talk about being comparable to luxury cars?

核心提示： 1.华为与小康赛力斯合作的第二款车——AITO问界M5已经开售，赛力斯内部人士透露，开售3天订单就突破了2000辆。 2.AITO问界M5与蔚来前一周发布的ET5都是25万元起

Huawei Nio is crowded on the 250,000-yuan car-making track. Is it too early to talk about being comparable to luxury cars?

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synee4295
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{"i18n":{"language":"en_US"},"data":{"magic":2,"id":9009466803,"tweetId":"9009466803","gmtCreate":1640762524191,"gmtModify":1676533539981,"author":{"id":4087609658787450,"idStr":"4087609658787450","authorId":4087609658787450,"authorIdStr":"4087609658787450","name":"synee4295","avatar":"https://static.tigerbbs.com/2a5c681ab9142b75600088b556f23563","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior Tiger","description":"Join the tiger community for 1000 days","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.03.20","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>👍🏻</p></body></html>","htmlText":"<html><head></head><body><p>👍🏻</p></body></html>","text":"👍🏻","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/9009466803","repostId":2195357458,"repostType":4,"repost":{"id":"2195357458","kind":"highlight","pubTimestamp":1640759666,"share":"https://ttm.financial/m/news/2195357458?lang=en_US&edition=fundamental","pubTime":"2021-12-29 14:34","market":"hk","language":"zh","title":"Huawei Nio is crowded on the 250,000-yuan car-making track. Is it too early to talk about being comparable to luxury cars?","url":"https://stock-news.laohu8.com/highlight/detail?id=2195357458","media":"凤凰网科技","summary":"核心提示：\n\n\n 1.华为与小康赛力斯合作的第二款车——AITO问界M5已经开售，赛力斯内部人士透露，开售3天订单就突破了2000辆。\n\n\n 2.AITO问界M5与蔚来前一周发布的ET5都是25万元起","content":"<p><b>Core tip:</b>1. The second car between Huawei and Xiaokang Cyrus, the AITO Wenjie M5, has been put on sale. According to insiders of Cyrus, orders exceeded 2,000 units within 3 days of sale. 2. AITO Wenjie M5 and<a href=\"https://laohu8.com/S/NIO\">Nio</a>The ET5 released the previous week all started at 250,000 yuan, and they all made bold words of \"benchmarking luxury cars\". 3. Nio ET5 has not yet displayed its car offline, and it is still in the state of \"PPT car manufacturing\". The store staff said that the show car will not arrive at the store until June next year, and the delivery of the new car will be in September next year. 4. The AIOT Wenjie M5 show car was exhibited at Huawei offline stores in Beijing, Shanghai, Hangzhou and other places two days after its release, and the delivery time was after the New Year. 5. Industry insiders believe that Huawei and Nio have squeezed into the 250,000 yuan market, and competition for products of the same category is fierce, and future sales will be a big test. The already crowded 250,000 yuan electric<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Car track, there are two more \"players\" in a week.</p><p>On December 23, Huawei released its second car in cooperation with Xiaokang Cyrus-AITO Wenjie M5. The Nio ET5 was released the week before, both of which started at 250,000 yuan (the Nio ET5 adopts the rental battery model, with a starting price of 258,000 yuan), and both made bold words of \"benchmarking luxury cars\".</p><p>From the perspective of product pricing, for electric vehicles with assisted driving functions, the starting price of 250,000 yuan is relatively more acceptable to consumers.</p><p>Ifeng.com Technology found that several best-selling new energy models currently on the market, such as XPeng P7,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Model 3,<a href=\"https://laohu8.com/S/002594\">BYD</a>Handu is in this price range.</p><p>In terms of sales, in November this year, BYD Han's monthly sales exceeded 12,000 units, Tesla Model 3's monthly sales exceeded 8,000 units, and XPeng P7's monthly sales exceeded 7,000 units.</p><p><img src=\"https://static.tigerbbs.com/7f2ffc233d0d438d20f58e31a02e4bb1\" tg-width=\"720\" tg-height=\"1096\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Figure: New energy vehicle sales ranking in November 2021.)</p><p>The industry believes that whether it is Huawei or Nio, the new product positioning starts at 250,000 yuan. It is too early to put aside the fierce fighting of products of the same category and focus on \"luxury cars\".</p><p>\"Million-class luxury cars represent the trust of brands and consumers first, followed by product strength and high-quality service. In these aspects, Huawei and Nio both entered the car market very late, and their brands are very young.\" He Qi, a senior analyst of Analysys Automobile Travel Industry, told Phoenix.com Technology.</p><p><h2>Challenging \"million-dollar luxury cars\" to detonate sales?</h2>After watching the Nio ET5 and AITO Wenjie M5 launch conferences, car enthusiasts were a little confused: \"Benchmarking luxury cars has become the'standard configuration 'of electric vehicle launch conferences?\"</p><p>At the press conference, Yu Chengdong, CEO of Huawei's consumer business, repeatedly compared the AITO Wenjie M5 with a \"million-dollar luxury car\".</p><p>\"When we were developing this car, we were required to surpass a million-dollar luxury car in terms of appearance, experience and design. As long as we pay one-third or even half of the price, we can get an experience comparable to a million-dollar luxury car.\"</p><p><img src=\"https://static.tigerbbs.com/fe58280ba9a4515c6806dbba88a053b8\" tg-width=\"1080\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Picture: AITO Wenjie M5, the second car of cooperation between Huawei and Xiaokang Cyrus.)</p><p>Yu Chengdong is not the first brand to challenge luxury cars.</p><p>A week ago, Qin Lihong, co-founder of Nio Motors, also said, \"We pay more attention to mainstream traditional fuels such as' BBA '<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Comparative relationship of vehicle models. As NIO enters the high-end market and replaces high-end mainstream luxury fuel vehicles, we should be able to change the 'BBA' pattern into 'NBA' in the future (NIO's English logo is NIO). \"</p><p>Prior to this, Li Bin, founder of Nio, stated many times that Nio's goals are Mercedes-Benz and BMW. \"In the next five years, I hope to be able to'divide the world 'with BBA\" and \"the quality of Nio's foundry JAC is better than that of Porsche\".</p><p>The high-profile shouts at the press conference seem to be \"blessing\" the order volume of the two cars.</p><p>At the ET5 press conference, Li Bin said that after the pre-sale of ET5, orders were hot, and the Nio App reservation page could not be opened for a time.</p><p>Cyrus insiders revealed that AITO Wenjie M5 orders exceeded 2,000 units in just 3 days.</p><p>At present, Nio ET5 has not shown its car offline, and it is still in the state of \"PPT car manufacturing\". Phoenix.com observed from the Nio Space Store that because there is no show car and no test drive, the sales staff in the store did not introduce the ET5. Positively, when faced with inquiries, it was only introduced that the show car would not arrive at the store until June next year, and the real delivery time would be in September next year. \"If you are not in a hurry to buy a car, you can wait.\"</p><p>In comparison, the progress of AIOT Wenjie M5 is slightly faster. The AIOT Wenjie M5 show car was exhibited at Huawei offline stores in Beijing, Shanghai, Hangzhou and other places two days after its release, and the delivery time was after the New Year.</p><p>Through visiting the store, it was found that both cars are still in reservation status, and the deposit is refundable, which cannot be converted into a real delivery order before the new car is delivered.</p><p><h2>The product is quite satisfactory, and the selling point is \"brand\"</h2>The boss spared no effort to \"advocate\" at the press conference, which attracted the attention of a large number of consumers, but people in the industry still have doubts about the \"highlights\" of the two products.</p><p>Nio has added a lot of \"cool\" technologies to the ET5 model, and even joined the Metaverse. Many industry insiders who have watched the press conference believe that the highlight of ET5 is that it has done a lot of hardware and software stacking, four NVIDIA Drive Orin chips, standard Aquila Nio super-sensing system and ADAM Nio supercomputing platform, which will assist driving functions. Upgraded to 19 items.</p><p><img src=\"https://static.tigerbbs.com/3b9b3cb7821daed2f8c933af37702211\" tg-width=\"574\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Photo: Nio ET5 model.)</p><p>However, assisted driving has become the \"standard\" of smart cars, and the competition of assisted driving functions is somewhat \"not up or down\". At present, some cars worth less than 100,000 yuan also have auxiliary functions such as automatic parking. There are currently no domestic regulations and policies to support higher-level automatic driving above the L3 level.</p><p>AITO Wenjie M5 also has the same \"embarrassment\". As the second car in cooperation between Huawei and Xiaokang Cyrus, Yu Chengdong gave a detailed introduction to the new car's sound effects, 100-meter acceleration, chassis, intelligence, and L2 + level assisted driving capabilities at the press conference. \"This time, the design team of Huawei's consumer business participated in the vehicle design of AITO Wenjie M5. Huawei wants to bring simple and ultimate industrial design concepts to this car.\"</p><p>He Qi believes that \"AITO Wenjie M5 can only be regarded as quite satisfactory and does not have many bright spots. Maybe the selling point is that the Huawei brand is ahead this time, and the competitiveness of the car itself is still lacking.\"</p><p>Phoenix.com Technology found that in terms of battery life, the ET5 has a battery life of 550 kilometers to 700 kilometers, and the Tesla Model 3 has a battery life of 556 kilometers to 675 kilometers. The gap is not big; Because the AITO Wenjie M5 is an extended-range hybrid, the comprehensive cruising range will exceed 1,000 km when fully fueled and fully charged.</p><p>In terms of acceleration from 100 kilometers to 100 kilometers that electric vehicles compete with, the AITO Wenjie M5 is not much different from the Nio ET5, but there is still a big gap with the Tesla. The AITO Wenjie M5 four-wheel drive flagship version takes 4.4 seconds, the Nio ET5 takes 4.3 seconds, and the Tesla Model 3 high-performance all-wheel drive version can reach 3.3 seconds.</p><p>Zhang Xiang, an independent auto analyst, told Phoenix.com that the confidence of these two cars comes from the brand awareness of Huawei and Nio, as well as the strong marketing network. Yu Chengdong and Li Bin, as \"leaders\", may attract brand traffic.</p><p><h2>Can you carry the banner of saving sales?</h2>Crowded on the 250,000 yuan electric smart car track, the product strength is quite satisfactory. For Huawei and Nio, the sales volume of these two products is a test.</p><p>Zhang Xiang believes that the performance of AITO Wenjie M5 and Nio ET5 after their listing will most likely not be too amazing. \"The influence of these two car brands is definitely not as great as that of BBA. If you want to achieve the influence of Tesla Model 3 and Model Y, it is unlikely.\"</p><p>Since its launch in April this year, the first model of Huawei's cooperation with Xiaokang Cyrus, the sales volume of SF5 has been bleak, with the lowest monthly sales volume of only 500 units, and the average monthly sales volume so far is less than 1,000 units. At present, it has stopped selling in Huawei stores across the country.</p><p><img src=\"https://static.tigerbbs.com/ab185f02e7330cbe4a8f7edbb230add0\" tg-width=\"1080\" tg-height=\"808\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Picture: The SF5, the first car in cooperation between Huawei and Xiaokang Cyrus, has been discontinued.)</p><p>According to industry analysts, AITO Wenjie M5 has received deep participation from Huawei. Its electric drive system and smart cockpit are all provided by Huawei, and even the industrial design is in charge of Huawei's consumer business. The only Logo missing is Huawei Automobile.</p><p>\"Huawei is still accumulating experience in building cars, and the ultimate goal of building cars will still be to build cars.\"</p><p>Zhang Xiang believes that Huawei entered the automotive industry relatively late and has a relatively lack of car-making experience. The sales of models it previously cooperated with BAIC and Xiaokang Cyrus were not very good, and there is still much room for improvement in consumer recognition.</p><p>On the other hand, while weaving high-end dreams for consumers, Li Bin is also facing the \"anxiety\" of declining sales.</p><p>Starting from the second half of this year, Nio's delivery volume has ranked behind \"Xiaoli\" for several consecutive months. Judging from the total delivery volume in the first 11 months, Nio has also been surpassed by XPeng.</p><p>January-November this year,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Ranking first with a cumulative delivery volume of 82,155 units, Nio has delivered a total of 80,940 new cars.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Total deliveries were 76,404 units.</p><p>According to industry analysts, compared with BBA's fuel vehicles, there is still a gap in financial and technical strength between AITO Wenjie M5 and Nio ET5. In addition, BBA's brand awareness and service system are not something that new car-making forces can catch up with overnight.</p><p>Zhang Xiang believes that the reputation and influence of AITO Wenjie M5 have not yet been established. From Huawei's previous performance, it can be seen that consumers have not paid for Huawei's \"built\" cars. Nio's new car ET5 may not have the influence of the old model ES8.</p>","source":"36kr_stock","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>Huawei Nio is crowded on the 250,000-yuan car-making track. 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Is it too early to talk about being comparable to luxury cars?\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">凤凰网科技</strong><span class=\"h-time small\">2021-12-29 14:34</span>\n</p>\n</h4>\n</header>\n<article>\n<p><b>Core tip:</b>1. The second car between Huawei and Xiaokang Cyrus, the AITO Wenjie M5, has been put on sale. According to insiders of Cyrus, orders exceeded 2,000 units within 3 days of sale. 2. AITO Wenjie M5 and<a href=\"https://laohu8.com/S/NIO\">Nio</a>The ET5 released the previous week all started at 250,000 yuan, and they all made bold words of \"benchmarking luxury cars\". 3. Nio ET5 has not yet displayed its car offline, and it is still in the state of \"PPT car manufacturing\". The store staff said that the show car will not arrive at the store until June next year, and the delivery of the new car will be in September next year. 4. The AIOT Wenjie M5 show car was exhibited at Huawei offline stores in Beijing, Shanghai, Hangzhou and other places two days after its release, and the delivery time was after the New Year. 5. Industry insiders believe that Huawei and Nio have squeezed into the 250,000 yuan market, and competition for products of the same category is fierce, and future sales will be a big test. The already crowded 250,000 yuan electric<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Car track, there are two more \"players\" in a week.</p><p>On December 23, Huawei released its second car in cooperation with Xiaokang Cyrus-AITO Wenjie M5. The Nio ET5 was released the week before, both of which started at 250,000 yuan (the Nio ET5 adopts the rental battery model, with a starting price of 258,000 yuan), and both made bold words of \"benchmarking luxury cars\".</p><p>From the perspective of product pricing, for electric vehicles with assisted driving functions, the starting price of 250,000 yuan is relatively more acceptable to consumers.</p><p>Ifeng.com Technology found that several best-selling new energy models currently on the market, such as XPeng P7,<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Model 3,<a href=\"https://laohu8.com/S/002594\">BYD</a>Handu is in this price range.</p><p>In terms of sales, in November this year, BYD Han's monthly sales exceeded 12,000 units, Tesla Model 3's monthly sales exceeded 8,000 units, and XPeng P7's monthly sales exceeded 7,000 units.</p><p><img src=\"https://static.tigerbbs.com/7f2ffc233d0d438d20f58e31a02e4bb1\" tg-width=\"720\" tg-height=\"1096\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Figure: New energy vehicle sales ranking in November 2021.)</p><p>The industry believes that whether it is Huawei or Nio, the new product positioning starts at 250,000 yuan. It is too early to put aside the fierce fighting of products of the same category and focus on \"luxury cars\".</p><p>\"Million-class luxury cars represent the trust of brands and consumers first, followed by product strength and high-quality service. In these aspects, Huawei and Nio both entered the car market very late, and their brands are very young.\" He Qi, a senior analyst of Analysys Automobile Travel Industry, told Phoenix.com Technology.</p><p><h2>Challenging \"million-dollar luxury cars\" to detonate sales?</h2>After watching the Nio ET5 and AITO Wenjie M5 launch conferences, car enthusiasts were a little confused: \"Benchmarking luxury cars has become the'standard configuration 'of electric vehicle launch conferences?\"</p><p>At the press conference, Yu Chengdong, CEO of Huawei's consumer business, repeatedly compared the AITO Wenjie M5 with a \"million-dollar luxury car\".</p><p>\"When we were developing this car, we were required to surpass a million-dollar luxury car in terms of appearance, experience and design. As long as we pay one-third or even half of the price, we can get an experience comparable to a million-dollar luxury car.\"</p><p><img src=\"https://static.tigerbbs.com/fe58280ba9a4515c6806dbba88a053b8\" tg-width=\"1080\" tg-height=\"359\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Picture: AITO Wenjie M5, the second car of cooperation between Huawei and Xiaokang Cyrus.)</p><p>Yu Chengdong is not the first brand to challenge luxury cars.</p><p>A week ago, Qin Lihong, co-founder of Nio Motors, also said, \"We pay more attention to mainstream traditional fuels such as' BBA '<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>Comparative relationship of vehicle models. As NIO enters the high-end market and replaces high-end mainstream luxury fuel vehicles, we should be able to change the 'BBA' pattern into 'NBA' in the future (NIO's English logo is NIO). \"</p><p>Prior to this, Li Bin, founder of Nio, stated many times that Nio's goals are Mercedes-Benz and BMW. \"In the next five years, I hope to be able to'divide the world 'with BBA\" and \"the quality of Nio's foundry JAC is better than that of Porsche\".</p><p>The high-profile shouts at the press conference seem to be \"blessing\" the order volume of the two cars.</p><p>At the ET5 press conference, Li Bin said that after the pre-sale of ET5, orders were hot, and the Nio App reservation page could not be opened for a time.</p><p>Cyrus insiders revealed that AITO Wenjie M5 orders exceeded 2,000 units in just 3 days.</p><p>At present, Nio ET5 has not shown its car offline, and it is still in the state of \"PPT car manufacturing\". Phoenix.com observed from the Nio Space Store that because there is no show car and no test drive, the sales staff in the store did not introduce the ET5. Positively, when faced with inquiries, it was only introduced that the show car would not arrive at the store until June next year, and the real delivery time would be in September next year. \"If you are not in a hurry to buy a car, you can wait.\"</p><p>In comparison, the progress of AIOT Wenjie M5 is slightly faster. The AIOT Wenjie M5 show car was exhibited at Huawei offline stores in Beijing, Shanghai, Hangzhou and other places two days after its release, and the delivery time was after the New Year.</p><p>Through visiting the store, it was found that both cars are still in reservation status, and the deposit is refundable, which cannot be converted into a real delivery order before the new car is delivered.</p><p><h2>The product is quite satisfactory, and the selling point is \"brand\"</h2>The boss spared no effort to \"advocate\" at the press conference, which attracted the attention of a large number of consumers, but people in the industry still have doubts about the \"highlights\" of the two products.</p><p>Nio has added a lot of \"cool\" technologies to the ET5 model, and even joined the Metaverse. Many industry insiders who have watched the press conference believe that the highlight of ET5 is that it has done a lot of hardware and software stacking, four NVIDIA Drive Orin chips, standard Aquila Nio super-sensing system and ADAM Nio supercomputing platform, which will assist driving functions. Upgraded to 19 items.</p><p><img src=\"https://static.tigerbbs.com/3b9b3cb7821daed2f8c933af37702211\" tg-width=\"574\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Photo: Nio ET5 model.)</p><p>However, assisted driving has become the \"standard\" of smart cars, and the competition of assisted driving functions is somewhat \"not up or down\". At present, some cars worth less than 100,000 yuan also have auxiliary functions such as automatic parking. There are currently no domestic regulations and policies to support higher-level automatic driving above the L3 level.</p><p>AITO Wenjie M5 also has the same \"embarrassment\". As the second car in cooperation between Huawei and Xiaokang Cyrus, Yu Chengdong gave a detailed introduction to the new car's sound effects, 100-meter acceleration, chassis, intelligence, and L2 + level assisted driving capabilities at the press conference. \"This time, the design team of Huawei's consumer business participated in the vehicle design of AITO Wenjie M5. Huawei wants to bring simple and ultimate industrial design concepts to this car.\"</p><p>He Qi believes that \"AITO Wenjie M5 can only be regarded as quite satisfactory and does not have many bright spots. Maybe the selling point is that the Huawei brand is ahead this time, and the competitiveness of the car itself is still lacking.\"</p><p>Phoenix.com Technology found that in terms of battery life, the ET5 has a battery life of 550 kilometers to 700 kilometers, and the Tesla Model 3 has a battery life of 556 kilometers to 675 kilometers. The gap is not big; Because the AITO Wenjie M5 is an extended-range hybrid, the comprehensive cruising range will exceed 1,000 km when fully fueled and fully charged.</p><p>In terms of acceleration from 100 kilometers to 100 kilometers that electric vehicles compete with, the AITO Wenjie M5 is not much different from the Nio ET5, but there is still a big gap with the Tesla. The AITO Wenjie M5 four-wheel drive flagship version takes 4.4 seconds, the Nio ET5 takes 4.3 seconds, and the Tesla Model 3 high-performance all-wheel drive version can reach 3.3 seconds.</p><p>Zhang Xiang, an independent auto analyst, told Phoenix.com that the confidence of these two cars comes from the brand awareness of Huawei and Nio, as well as the strong marketing network. Yu Chengdong and Li Bin, as \"leaders\", may attract brand traffic.</p><p><h2>Can you carry the banner of saving sales?</h2>Crowded on the 250,000 yuan electric smart car track, the product strength is quite satisfactory. For Huawei and Nio, the sales volume of these two products is a test.</p><p>Zhang Xiang believes that the performance of AITO Wenjie M5 and Nio ET5 after their listing will most likely not be too amazing. \"The influence of these two car brands is definitely not as great as that of BBA. If you want to achieve the influence of Tesla Model 3 and Model Y, it is unlikely.\"</p><p>Since its launch in April this year, the first model of Huawei's cooperation with Xiaokang Cyrus, the sales volume of SF5 has been bleak, with the lowest monthly sales volume of only 500 units, and the average monthly sales volume so far is less than 1,000 units. At present, it has stopped selling in Huawei stores across the country.</p><p><img src=\"https://static.tigerbbs.com/ab185f02e7330cbe4a8f7edbb230add0\" tg-width=\"1080\" tg-height=\"808\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p><p>(Picture: The SF5, the first car in cooperation between Huawei and Xiaokang Cyrus, has been discontinued.)</p><p>According to industry analysts, AITO Wenjie M5 has received deep participation from Huawei. Its electric drive system and smart cockpit are all provided by Huawei, and even the industrial design is in charge of Huawei's consumer business. The only Logo missing is Huawei Automobile.</p><p>\"Huawei is still accumulating experience in building cars, and the ultimate goal of building cars will still be to build cars.\"</p><p>Zhang Xiang believes that Huawei entered the automotive industry relatively late and has a relatively lack of car-making experience. The sales of models it previously cooperated with BAIC and Xiaokang Cyrus were not very good, and there is still much room for improvement in consumer recognition.</p><p>On the other hand, while weaving high-end dreams for consumers, Li Bin is also facing the \"anxiety\" of declining sales.</p><p>Starting from the second half of this year, Nio's delivery volume has ranked behind \"Xiaoli\" for several consecutive months. Judging from the total delivery volume in the first 11 months, Nio has also been surpassed by XPeng.</p><p>January-November this year,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Ranking first with a cumulative delivery volume of 82,155 units, Nio has delivered a total of 80,940 new cars.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>Total deliveries were 76,404 units.</p><p>According to industry analysts, compared with BBA's fuel vehicles, there is still a gap in financial and technical strength between AITO Wenjie M5 and Nio ET5. In addition, BBA's brand awareness and service system are not something that new car-making forces can catch up with overnight.</p><p>Zhang Xiang believes that the reputation and influence of AITO Wenjie M5 have not yet been established. From Huawei's previous performance, it can be seen that consumers have not paid for Huawei's \"built\" cars. Nio's new car ET5 may not have the influence of the old model ES8.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://36kr.com/p/1547805578760711\">凤凰网科技</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ab185f02e7330cbe4a8f7edbb230add0","relate_stocks":{"BK4531":"中概回港概念","BK4099":"汽车制造商","BK4509":"腾讯概念","BK4526":"热门中概股","BK4505":"高瓴资本持仓","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4548":"巴美列捷福持仓","BK4532":"文艺复兴科技持仓","NIO":"蔚来","BK4504":"桥水持仓"},"source_url":"https://36kr.com/p/1547805578760711","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195357458","content_text":"核心提示：\n\n\n 1.华为与小康赛力斯合作的第二款车——AITO问界M5已经开售，赛力斯内部人士透露，开售3天订单就突破了2000辆。\n\n\n 2.AITO问界M5与蔚来前一周发布的ET5都是25万元起步，且都放出豪言“对标豪车”。\n\n\n 3.蔚来ET5目前还没有在线下展车，仍然属于“PPT造车”状态。门店工作人员称，展车要在明年6月才能到店，新车交付将在明年9月。\n\n\n 4.AIOT问界M5展车在发布两日之后就在北京、上海、杭州等地的华为线下门店展出，交付时间则在新年之后。\n\n\n 5.业内人士认为，华为、蔚来挤入25万元市场，同品类产品竞争激烈，未来销量将是一大考验。\n\n本就拥挤的25万元电动智能汽车赛道，一周多了两名“选手”。\n12月23日，华为发布与小康赛力斯合作的第二款车——AITO问界M5。前一周蔚来ET5发布，两者都是25万元起步（蔚来ET5采用租电池模式，起步价25.8万），且都放出豪言“对标豪车”。\n从产品定价来看，对于具有辅助驾驶功能的电动汽车来说，25万元起步的价位相对来说更能让消费者接受。\n凤凰网科技发现，当前市场上畅销的几款新能源车型，比如小鹏P7、特斯拉Model 3、比亚迪汉都在这个价位区间。\n从销量来看，今年11月，比亚迪汉的单月销量超1.2万台，特斯拉Model3销量超8000台，小鹏P7单月销量超7000台。\n\n（图：2021年11月新能源汽车销量排行。）\n业内人士认为，无论是华为还是蔚来，新产品定位在25万元起步，抛开同品类产品的激烈厮杀不谈，把眼光对准“豪车”，言之过早。\n“百万级豪车代表的首先是品牌和消费者的信任，其次是产品力和优质的服务。在这些方面，华为和蔚来入局汽车都很晚，品牌都很年轻。”易观分析汽车出行行业高级分析师何奇对凤凰网科技表示。\n叫板“百万豪车”引爆销量？\n看完蔚来ET5和AITO问界M5发布会的车友有点懵：“对标豪车，已经成为电动汽车发布会的‘标配’了？”\n在发布会上，华为消费者业务CEO余承东多次将AITO问界M5与“百万豪车”相提并论。\n“在研发这辆车的时候，要求这辆车在外观、体验和设计上要超过百万豪车。”“只要拿出三分之一，甚至一半的价格，就可以得到媲美百万豪车的体验。”\n\n（图：华为与小康赛力斯合作第二款车AITO问界M5。）\n余承东并不是第一个要挑战豪车的品牌。\n在一周前，蔚来汽车联合创始人秦力洪也表示，“我们更看重和‘BBA’这些主流传统燃油豪华车型的对比关系。随着蔚来进入高端市场，对高端主流豪华燃油汽车形成替代，我们未来应该能把‘BBA’格局变成‘NBA’（蔚来的英文logo是NIO）。”\n在此之前，蔚来创始人李斌多次表示，蔚来的目标是奔驰、宝马。“在未来5年时间里希望可以与BBA‘三分天下’”，“蔚来的代工厂江淮质量比保时捷强”。\n在发布会上的高调喊话，似乎正在“加持”两款车的订单量。\n在ET5发布会上，李斌表示，ET5预售后订单火爆, 蔚来 App预订页面一度打不开。\n赛力斯内部人士透露，AITO问界M5仅3日订单就突破了2000辆。\n目前，蔚来ET5还没有在线下展车，仍然属于“PPT造车”状态，凤凰网科技从蔚来空间门店观察发现，因为没有展车，也不能试驾，店内销售人员对ET5的介绍并不积极，面对询问时，只是介绍展车要在明年6月才能到店，而真正的交付时间将在明年9月。“如果不着急购车，可以等一等。”\n相比之下，AIOT问界M5的进度稍快一些。AIOT问界M5展车在发布两日之后就在北京、上海、杭州等地的华为线下门店展出，而交付时间则在新年之后。\n通过探店发现，当前两款车均还是预定状态，定金可退，在新车没交付之前还不能转换成真正的交付订单。\n产品中规中矩，卖点是“品牌”\n老板在发布会上不遗余力的“鼓吹”，吸引了大批消费者的注意力，但业内人士仍对两款产品的“亮点”存疑。\n蔚来为ET5车型增加了很多“炫酷”的科技，甚至加入了元宇宙。不少看过发布会的业内人士认为，ET5的亮点是做了很多硬件和软件堆砌，四颗NVIDIA Drive Orin芯片，标配Aquila蔚来超感系统和ADAM蔚来超算平台，将辅助驾驶功能提升到19项。\n\n（图：蔚来ET5车型。）\n不过，辅助驾驶已经成为智能汽车的“标配”，比拼辅助驾驶功能有些“不上不下”。目前部分十万元以下的汽车也具备自动泊车等辅助功能，更高阶的L3级别以上自动驾驶目前国内还没有法规政策可以支持。\nAITO问界M5也有同样“尴尬”。作为华为与小康赛力斯合作的第二款车，余承东在发布会上对新车的音响效果、百米加速、底盘、智能性、L2+级别辅助驾驶能力都做了详细介绍。“这次华为消费者业务的设计团队参与到AITO问界M5的整车设计，华为想要将简约、极致的工业设计理念带到这款车上。”\n何奇认为，“AITO问界M5只能算中规中矩，并没有多少亮点，可能卖点就是华为品牌这次走在前面了，车本身的竞争力还是有所欠缺。”\n凤凰网科技发现，在续航方面，ET5续航为550公里-700公里，特斯拉 Model 3为556公里-675公里，差距不大；而AITO问界M5因为是增程式混动，满油满电的情况下，综合续航里程将超过1000km。\n在电动车都要比拼的百公里加速方面，AITO问界M5与蔚来ET5相差不大，但与特斯拉仍然存在较大差距。AITO问界M5四驱旗舰版为4.4秒，蔚来ET5为4.3秒，而特斯拉Model 3高性能全驱版则能够达到3.3秒。\n独立汽车分析师张翔对凤凰网科技表示，这两款车的底气来源于华为与蔚来的品牌知名度，以及强大的营销网络，余承东和李斌作为“带头人”可能会为品牌引流。\n能否扛起拯救销量大旗？\n拥挤在25万元电动智能汽车赛道，产品力中规中矩，对于华为和蔚来来说，这两款产品的销量是一个考验。\n张翔认为，AITO问界M5和蔚来ET5上市之后的表现大概率不会太惊艳，“这两款车品牌影响力肯定没有BBA大，要想达到特斯拉Model 3和Model Y的影响力，也不大可能。”\n华为与小康赛力斯合作的首款车型SF5自今年4月上市之后，销量一直惨淡，最低月销量仅500台，至今月均销量不足千台。目前已经在华为全国门店停售。\n\n（图：华为与小康赛力斯合作首款车SF5目前已经停售。）\n业内人士分析，AITO问界M5已经得到华为深度参与，其电驱动系统、智能座舱均由华为提供，甚至工业设计都由华为消费者业务负责，就差一个Logo就是华为汽车了。\n“华为现在还是在积累造车的经验，最终的造车目的还是会去造车。”\n张翔认为，华为进入汽车行业的时间比较晚，造车经验相对缺乏，此前和北汽、小康赛力斯合作的车型销量都不是很好，消费者认可度还有很大提升空间。\n另一边，李斌在为消费者编织高端梦的同时，也面临销量不断下滑的“焦虑”。\n今年下半年开始，蔚来连续几个月交付量排在“小理”之后，从前11个月总交付量来看，蔚来也被小鹏超越。\n今年1-11月，小鹏汽车累计交付量82155台排在首位，蔚来累计交付新车80940台，理想汽车总交付量为76404台。\n业内人士分析，与BBA的燃油车相比，AITO问界M5与蔚来ET5的资金和技术实力还有差距。另外，BBA的品牌知名度和服务体系，也不是造车新势力一朝一夕就能赶上的。\n张翔认为，目前AITO问界M5的口碑和影响力尚未建立起来，从华为之前的表现可以看到，消费者并没有为华为“造”车买单。而蔚来新车ET5，可能还达不到老款车型ES8的影响力。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":1286,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":4,"xxTargetLangEnum":"ORIG"},"commentList":[{"id":100060640,"commentId":"100060640","gmtCreate":1640834094261,"gmtModify":1663241702031,"authorId":4087609658787450,"author":{"id":4087609658787450,"idStr":"4087609658787450","authorId":4087609658787450,"name":"synee4295","avatar":"https://static.tigerbbs.com/2a5c681ab9142b75600088b556f23563","vip":1,"currentWearingBadge":{"badgeId":"1026c425416b44e0aac28c11a0848493-2","templateUuid":"1026c425416b44e0aac28c11a0848493","name":"Senior 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