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"Although there are still many unknowns, it is certain that Huawei’s presence in the automotive industry will become stronger and stronger."

Writing | Zhang Ruibai

Editor | Zhai Wenting

Two days before the launch of Zhijie S7, the news that Huawei split its auto business was announced. It was originally the second assignment handed over by Huawei Auto, but the independent news of Che BU shifted the focus of the outside world.

In the past four years, Huawei BU has always been at the forefront because of several core issues:

Whether Huawei builds a car or not; The executive role of Huawei’s automobile solution model dispute; The person in charge of car BU has changed several times; Most importantly, Che BU is Huawei’s only loss-making business unit, and its revenue contribution is neglected in the group.

As a result of these factors, the split car BU has been brewing for more than a year.

On November 28th, at the S7 conference of Zhijie, Yu Chengdong mentioned, "Huawei’s car business is moving towards independent operation, and investment is also introduced. Changan took the lead in cooperation, and several partners of Smart Car have also been invited. At the same time, more powerful car factories in China, such as FAW, are also welcome to participate and jointly create leading and ultimate smart car solutions. 」

Li Xiang, the ideal founder, described the move as, "A similar success story is United Electronics. Huawei is equivalent to Bosch, while SAIC is equivalent to Changan. 」

LatePost analysis shows that Huawei has injected five major businesses, including smart driving solutions, into the joint venture company, which has split the fruits of the past four years, but retained the spark of chips and clouds. The spin-off enabled Huawei to unload its asset burden and introduce external funds to share the cost. It also gives equity protection to the interests of Huawei and cooperative car companies. Huawei turns customers into shareholders and fixes the smart car selection model. The newly formed joint venture company will become the middle platform of Huawei car enterprise alliance.

A few months ago, it was very likely that Huawei’s thinking was not so clear, and the benchmark of intelligent car selection mode led by Yu Chengdong was in trouble. After the bottoming out of M7 and the launch of S7, the prototype of the ecological matrix also means concretization, which gives the car BU the confidence to split up.

From these two products, we can probably see the common characteristics and differences of the word "Jie" family, and to some extent, we can also know Huawei’s ideas and ideas about automobiles.

First, the difference between the intellectual world and the intellectual world

Although they all belong to the word "Jie" family, Wen Jie and Zhi Jie are playing different cards.

Zhijie focuses on the medium-sized pure electric car market, benchmarking Tesla. At the press conference, Yu Chengdong repeatedly compared the parameters of Zhijie and Tesla Model S, as if playing with Tesla.

For example, the space utilization rate, the OneBox design concept adopted by Zhijie S7, the space availability rate can reach 88%, while the Model S is 78.5%.

For another example, the drag coefficient of Zhijie S7 is 0.203, and Model S is slightly higher than 0.208; Regarding battery life, Zhijie S7 has a battery life of 855 kilometers, and the Model S can reach a maximum of 715km；; The power consumption per 100 kilometers is 12.4kWh for Zhijie S7 and 17.5 kWh for Model S.. In short, the intelligent S7 is superior to Tesla in all indicators.

At present, the world is positioning medium and large SUVs and taking the extended range route. (Although the M5 has been published in pure electric version before, the new M7 that sells well now only has an extended range version. As we all know, the opponent that the world has found for itself is also the head of the industry-ideal.

From the beginning, the world of inquiry has been competing with the ideal dark poke. LatePost reported later that Yu Chengdong’s product project in M7 required, "We want what Li ONE has. 」

You can understand that this is a kind of learning imitation, but it is more of an afternoon, so the ideal can’t be ignored or underestimated.

Li Xiang called directly in Weibo in June this year, but was beaten by the critics last year. At the ideal strategy meeting before the National Day, the ideal high-level officials sent a high-pressure signal, "making some people who didn’t understand Huawei and didn’t value Huawei nervous."

Apart from the differences in positioning and benchmarking, the configurations of the boundary and the intellectual boundary are also different.

Although they are all Huawei’s technical solutions, Zhijie S7 is equipped with the latest version of HarmonyOS Cockpit 4.0, while the two models in Wenjie are version 3.0. The difference between the two versions lies in the upgrade of functions. The later version 4.0 is obviously smarter, including the 3D car control desktop and the Ark engine. At the same time, it is equipped with the AI capability of Pangu model, which makes the car’s small art smarter, such as intelligently recommending gas stations.

As for the intelligent driving system, Zhijie S7, like Wenjie New M7, is a HUAWEI ADS 2.0 advanced intelligent driving assistance system. The difference is that Zhijie S7 is equipped with Huawei’s self-developed 192-line lidar, which comes from a third-party supplier.

In addition, Zhijie also applied two first technologies of Huawei:

First, no one is parking service. In Yu Chengdong’s words, "I can drive, but I can stop". At the press conference, Zhijie S7 appeared in a driverless way.

Second, Zhijie was first equipped with a Turing smart chassis. There are many advantages behind all kinds of complex nouns: you can perceive roadblocks 150m in advance; When sensing bumpy roads, intelligently adjust CDC damping, improve vibration filtering, and reduce the impact by 15%.

It is not known whether these two launching technologies are specially customized for the car models of Zhijie, or whether Zhijie just caught up with Huawei’s development progress. Xinbei daybreak asked Huawei’s intellectual circles about this issue, but did not get a corresponding reply.

Second, the intellectual world is the same as the intellectual world.

Both the intellectual world and the intellectual world are the products of Huawei’s intelligent car selection model.

On the basis of providing smart car solutions, Huawei and car companies jointly develop models and deeply participate in product definition, styling design, marketing and user experience.

In other words, Huawei has a great say in what cars to build and how to sell them.

The direct performance is that the current two models of Zhijie S7 and Wenjie are equipped with Huawei’s HarmonyOS cockpit and advanced intelligent driving system. The appearance of the two brands follows Huawei’s consistent design language, which is simple and pure. At the same time, the two brands share Huawei’s sales network, and they can order in Huawei Mall, Huawei stores or authorized stores.

The most important thing that Cyrus and Chery have in common is that both car companies have actively entered the new energy industry, and they have not improved much.

In 2016, Cyrus, then a well-off stock, landed in A-shares and spent 30 million US dollars to set up a new energy automobile brand "SF MOTORS Company". Through the acquisition of overseas mature assets, it gradually accumulated three-power technology, but the road to commercialization was blocked.

In 2020, the first electric vehicle "Sailis SF5" was delivered, and only 732 vehicles were sold in the whole year. Xiaokang shares lost a total of 2.234 billion yuan that year.

Chery competes for Lisi to enter the new energy even earlier. In April 2010, Chery New Energy Automobile Company was established. But sales didn’t pick up until last year. Yin Tongyue Yin Tongyue, the former chairman of Chery, said with emotion: "Chery got up early in the new energy vehicles and caught a late gathering. 」

From January to October 2022, the cumulative sales volume of Chery’s new energy vehicles reached 207,000, up 182% year-on-year. Bao Siyu, general manager of Chery New Energy, is full of confidence: "Chery’s new energy sales have ranked third in China and ninth in the world. Our goal is to be the first in the boutique smart car. 」

Thanks to two explosive models, Chery Ant broke through 300,000 sales in October last year, and Chery QQ ice cream broke through 110,000 sales within one year of listing.

Unfortunately, the good times didn’t last long. From January to September, 2023, the cumulative insured amount of Chery’s new energy vehicles was 71,200, which was 47.59% lower than that of last year’s 135,900 vehicles, almost equal to the waist, and the situation was not very good.

Therefore, in the face of Huawei’s cooperation olive branch, the two car companies did not hesitate to accept it, and were willing to highly cooperate with Huawei’s strategic cooperation demands. Except for manufacturing, almost all other links are led by Huawei.

Even the top leaders of the two car companies showed more learning attitude towards Huawei.

Zhang Xinghai, the chairman of Cyrus, once compiled a Basic Law for the Development of a Well-off Society in an internal organization. The reference object was the Basic Law of Huawei, and the author was the same person.

Yin Tongyue even bluntly said, "Huawei has a lot to learn. You can’t learn the truth by buying books and going to college. Only by working side by side with Huawei can you learn the truth of Huawei. According to auto business review, Chery’s Eta Ursae Majoris Lab was inspired by Huawei’s 2012 Lab.

Third, HarmonyOS Zhixing Ecology

If we say that the M7 is the symbol of Huawei BU coming back to life, the S7 is the second verification of the success of Yu Chengdong’s intelligent selection model.

At the pre-release conference of Zhijie S7, Yu Chengdong began to use a lot of space to talk about Huawei’s technology empowerment, and gave the smart selection model a brand-new name, HarmonyOS Zhixing.

Yu Chengdong said, "This model is to help car manufacturers build products that consumers really love and trust and have a good user experience, so as to obtain a high NPS value (net recommended value). 」

Input with a unified logo can avoid the internal friction of various brands and strengthen the recognition of consumers. This change has been implemented by concrete actions. At the recent Guangzhou Auto Show, Wen Jie and Zhi Jie were exhibited in the same booth, and the logo of HarmonyOS Zhixing was hung in the center.

At the same time, it also means that under the principle of not building a car, Huawei is deeply involved in key links such as industrial design, all solutions and sales, which is infinitely close to building a car by itself.

According to the interface news report, in the cooperation with Huawei, Cyrus has ceded enough power. Huawei can participate in the supply chain and even decide on the reorganization and selection of core suppliers in traditional parts such as interior and exterior trim, body system and chassis system that Huawei has not set foot in.

In addition to Cyrus and Chery, HarmonyOS Zhixing camp also includes Jianghuai and BAIC, which are also named after the "X boundary". As Yu Chengdong said, the products of various car companies do not conflict. Some make SUVs, some cars and some make MPVs, but they can be combined to work together.

With the launch of follow-up products, it will be possible for Huawei to build a product matrix covering all kinds of vehicles, so as to compete with competitors, and the scale effect will also dilute the cost to ensure the continuous hematopoietic capacity and long-term development of this model.

In December last year, Yu Chengdong bluntly stated that Huawei BU was Huawei’s only loss-making business, with an annual R&D investment of more than 10 billion yuan. In the first half of 2023, the revenue of Huawei’s smart car business was 1 billion yuan, accounting for less than three thousandths of the group’s total. And set the goal of making Huawei BU profitable in 2025.

Considering from reality, this goal is still arduous. Huawei needs to speed up the pace, take Cyrus as a benchmark, invite more car companies to join and build more cars.

On November 26th, BU, Huawei’s smart car solution, was split into an independent subsidiary, and at most 40% of its equity was released for external financing.

Changan Automobile announced that it had signed the Memorandum of Investment Cooperation with Huawei. Cyrus subsequently announced that it had received an investment invitation from Huawei’s new company.

Yu Chengdong said at the press conference, "Several partners of Smart Car have also been invited, and at the same time, more powerful car factories in China, such as FAW, are also welcome to participate and jointly create leading and ultimate smart car solutions. 」

This may be Huawei’s first move to speed up the pace. Although there are still many unknowns, it is certain that Huawei’s presence in the automotive industry will become stronger and stronger.

　　Haikou City, Hainan Province, speeds up the construction of public charging piles to escort citizens’ green travel. The picture shows that construction workers are installing new energy vehicle charging piles next to the public parking space at the intersection of Changtong Road and Binhai Avenue in Haikou.

　　People’s Vision

　　Daoxian County, Yongzhou City, Hunan Province advocates low-carbon green travel, and has opened pure electric buses for Guitou Village, Lianghekou Village and other villages with rich tourism resources, which is convenient for villagers and tourists. The picture shows the pure electric bus running on the road at the entrance of Guitou Village, Meihua Town, Daoxian County.

　　People’s Vision

　　core reading

　　The construction of the urban slow-moving system has been steadily carried out, the proportion of new energy vehicles in the fields of urban public transportation, taxis, and urban logistics distribution has continued to increase. Digital technologies such as the Internet and big data have deeply empowered the travel field, and green travel has been deeply rooted in the hearts of the people. Promote the realization of the "double carbon" goal, and green transportation has great potential.

　　Green travel fashion environmental protection

　　All localities are accelerating the construction of urban slow-moving systems, making public transportation more convenient

　　"My home is about 5 kilometers away from my unit, and I used to drive to and from get off work. Since Meihu Greenway was upgraded and renovated, as long as it didn’t rain, I would ride my bike to and from get off work. Not only is it low-carbon and energy-saving, but I can also enjoy the beautiful scenery along the way, breathe fresh air all the way, and my energy is much better than before." Zhang Liyun, a citizen of Qingyunpu District, Nanchang City, Jiangxi Province, said that cycling to and from get off work can serve multiple purposes.

　　Walking on the Badashanren Meihu Greenway in Qingyunpu District, you can always see many citizens riding, and cycling has become the first choice for more and more citizens to travel.

　　"Urban greenway construction is a livelihood project that benefits the people. It enhances the well-being of the people while decorating the city." Ye Xiutang, secretary of the Qingyunpu District Party Committee, said that in recent years, the government has invested more than 10 million yuan to upgrade and renovate Meihu Greenway. About 1 kilometer of greenways have been built, and about 3.3 kilometers of greenways have been renovated. There are also new bicycle lanes to help residents travel green.

　　In Anning City, Yunnan Province, the Mantis River slow-walking system is an ecological greenway that is everywhere. "The slow-walking system integrates a health trail and a bicycle slow-walking path. The two roads are separated by a variety of trees and shrubs, and there are rest areas and observation decks along the line, which is very attractive to citizens," said Jiang Qi, chief of the Landscaping Management Section of the Anning City Administration.

　　Liang Shuanglu, a professor at the School of Economics at Yunnan University, believes that the popularity of urban greenways in various places reflects the concept of green travel.

　　"Green transportation is an important part of forming a simple and moderate, green and low-carbon, civilized and healthy lifestyle, which helps to create a high-quality life and promote high-quality development." Wang Yun, deputy director of the Institute of Foreign Economics of the China Academy of Macroeconomics, said that from the perspective of consumption, green transportation involves purchase, use and management; from the perspective of participants, it involves the government, enterprises and consumers. In recent years, our country’s green transportation has developed rapidly, and gradually built a low-carbon and environmentally friendly transportation development pattern.

　　The proportion of urban public bus and tram and rail transit trips has further increased, and the degree of public transportation travel facilitation has been significantly improved. For example, Beijing has created conditions for green travel by building a convenient, interoperable and multi-network integrated public transportation system, and the proportion of green travel in central urban areas is expected to reach 74.6% in 2022.

　　The proportion of new energy vehicles used in public services such as urban public transportation, rental, sanitation, logistics and distribution, postal express delivery, and civil aviation airports has gradually increased. In some small and medium-sized cities, the cultivation of "green urban and rural transportation circles" is accelerating. For example, there are 437 buses in Anning City, of which 343 are new energy vehicles, accounting for more than 78% of the total number of vehicles. It is expected that all new energy buses will be operated by 2023.

　　Accelerate the promotion of new energy vehicles

　　The supply and sales of new energy vehicles are booming, and the operation and maintenance service system and other supporting facilities are accelerated

　　"I found a new charging station on Suxi Avenue on the mobile map APP. It is very convenient to use. You can pay by scanning the code on your mobile phone, and it only takes about half an hour to charge quickly." Recently, next to the new energy vehicle charging station in the parking lot of the Sports Park in Suxi Town, Yiwu City, Zhejiang Province, Hu Xiaojun, an owner who is charging his new energy vehicle, said: "Now, there are more and more new energy vehicle charging stations, and it is more convenient and safe for us to use new energy vehicles."

　　In small and medium-sized cities, the degree of improvement of supporting facilities is a key factor affecting the willingness of more consumers to buy new energy vehicles. State Grid Yiwu Power Supply Company is actively building charging facilities to improve the social energy efficiency level in the service area. At present, the density of local public charging piles reaches 1.18 per square kilometer, which strongly promotes the green transformation of transportation.

　　According to the data released by the China Association of Automobile Manufacturers, in 2021, the annual sales of new energy vehicles in our country 3.521 million, an increase of 1.6 times year-on-year, ranking first in the world for seven consecutive years, with a market share of 13.4%. The "Implementation Plan for Promoting Green Consumption" issued by the National Development and Reform Commission and other departments proposes to "vigorously promote new energy vehicles". Wang Yun believes that with the continuous improvement of supporting infrastructure such as charging and replacing electricity, the consumption of new energy vehicles is expected to maintain a rapid development trend and help the transportation sector achieve the "double carbon" goal.

　　"The vehicles have little noise and basically no shaking, and the interior is fully equipped with new seats, air conditioners, fire equipment, etc., which is very comfortable," said Zhang Xiaohong, a villager in Chuntao Town, Yujiang District, Yingtan City, Jiangxi Province. In recent years, Yujiang has continuously improved the service facilities of new energy buses to facilitate the travel of the masses. "Now, we have put in a total of 30 new energy buses to provide more convenient, safe, comfortable and environmentally friendly bus services for people to travel," said the relevant person in charge of Yujiang Passenger Station.

　　The "14th Five-Year" Development Plan for Comprehensive Transportation Services issued by the Ministry of Transport proposes that by 2025, the proportion of new energy vehicles in urban public transportation, taxis, and urban logistics distribution will reach 72%, 35%, and 20% respectively. Wang Yun suggested that efforts should be made to promote the application of new energy vehicles for electricity exchange mode pilots, in-depth activities of various new energy vehicles to the countryside, and encourage car companies to develop and promote new energy models that are suitable for the travel needs of rural residents, of high quality and low price, and advanced and applicable.

　　Digital technology is deeply empowering

　　Utilize intelligent technology, innovate incentive mechanisms, improve travel sharing rates, and stimulate residents’ willingness to travel green

　　"My friends and I often take a ride together, which can effectively reduce carbon emissions." Qu Yuanxin, a student at Hebei University, believes that in the context of increasingly intelligent and shared travel methods, Internet travel service platforms can contribute more to environmental protection, energy saving and reducing traffic pressure.

　　According to the "Zero Carbon Travel" Research Report released by Didi Travel, 98.12% of the respondents are willing to guide the people around them to practice green and low-carbon. Li Jinlong, co-founder and vice president of Didi Travel, said that smart travel businesses such as Hitch should increase model innovation and technology empowerment, and promote the formation of green travel methods that combine mutual assistance travel and commercial travel.

　　In September last year, the Environmental Development Center of the Ministry of Ecology and Environment and the Central Joint Certification Center released the "Shared Cycling Pollution Reduction and Carbon Reduction Report", which shows that in the past five years, Meituan bicycle and motorcycle users have reduced carbon dioxide emissions by 1.187 million tons, which is equivalent to reducing the carbon dioxide emissions of 270,000 private cars for one year.

　　In recent years, transportation services have become more convenient and intelligent, technological application innovation has been active, and the level of digitalization, networking and intelligence in the industry has been continuously improved. Some local governments and enterprises have joined forces to use intelligent technologies to innovate incentive mechanisms to stimulate residents’ willingness to travel green.

　　In September 2020, the Beijing Municipal Transportation Commission, Beijing Municipal Ecological Environment Bureau and Autonavi Map jointly launched the "MaaS Travel, Green City" campaign. As of March 23 this year, the number of users participating in the campaign on the Autonavi Map APP exceeded 1 million. "We will further rely on digital technology innovation to enrich the connotation of carbon inclusion, continue to expand the scope of carbon inclusion incentives, and make people’s green travel experience better," said Liu Zhenfei, president of Autonavi Group.

　　"When you leave, turn on the Autonavi map to ride the navigation, ride one kilometer to the subway station, and walk 500 meters to the destination after getting off the subway. You can get about 5kg of carbon emission reduction energy for the whole process. The accumulated carbon emission reduction energy can be used not only for participating in public welfare activities, but also for redeeming gifts such as public transportation coupons and shopping vouchers," said Zhang Ling, a Beijing resident.

　　Wang Yun said that relying on digital technologies such as the Internet, big data, and artificial intelligence, intelligent and shared travel methods have entered people’s lives, which will help to significantly reduce traffic pollution emissions. In the future, we must further adhere to the concept of intensive development, innovate travel models, deepen technology empowerment, improve travel sharing rates, optimize urban transportation capacity, and help traffic travel save energy and reduce emissions.

On August 1, Zhiji Automobile announced the completion of the signing of the A round equity financing agreement. After completing this round of financing, the post-investment valuation of Zhiji Automobile will reach nearly 30 billion yuan. This is only one year and seven months after the official establishment of Zhiji Automobile-December 25, 2020.

This round of financing was led by Bank of Communications Capital, and SAIC continued to increase investment. At the same time, it also introduced many well-known investment institutions such as ICBC Investment, National Green Development Fund, Zhiyou Venture Capital, Shanghai State-owned State-owned Enterprise Comprehensive Reform Fund and CITIC Securities Investment.

The first model of Zhiji Automobile, Zhiji L7, was delivered on June 18th. As of July 31st, this model has delivered 1,051 vehicles to users, making it the fastest model with cumulative delivery of more than 350,000 yuan of luxury pure electric vehicles in China.

After the completion of the A round of financing, the development of Zhiji Automobile is bound to further accelerate.

According to the plan, in the second half of this year, Zhiji will also go on the market and deliver the L7 SUV model Zhiji LS7. By then, Zhiji will form a "double flagship" product structure. In 2023, Zhiji will also introduce two pure electric intelligent luxury B-class models.

After the first shot was fired by Zhiji L7, can Zhiji Automobile pursue victory and reshape the current new power pattern?

On November 26, 2021, SAIC announced that it would jointly invest with Zhangjiang Hi-Tech and Alibaba to set up Zhiji Automobile, a high-end intelligent pure electric vehicle project. This "No.1 Project", which was previously code-named "L" in SAIC, officially surfaced, and Zhiji Automobile also entered the running state.

Less than two months later, on January 13, 2021, two "mass production vehicles" of Zhiji Automobile were released in Shanghai, one was the pure electric car Zhiji L7 and the other was the pure electric SUV Zhiji LS7.

Zhiji L7 is the first product introduced to the market by Zhiji Automobile. Since the nationwide user delivery was started on June 18th, the first delivery volume of Zhiji L7 has exceeded 1,000 vehicles. This allows Zhiji Automobile to quickly enter the public’s field of vision from a young brand that has just been born.

In today’s new energy vehicle market, new products are listed together. As far as high-end models are concerned, a number of models have been listed this year, including Weilai ES7, Tucki G9 and Ideal L9, and the delivery time is within this year. In this "Wei Xiaoli" high-end product fight in 2022, why can Zhiji L7 stand out?

First of all, the products of Zhiji L7 must be excellent.

The electrification level of a new energy vehicle is the embodiment of its basic skills. In this respect, Zhiji L7 has the ability comparable to that of a million luxury cars. Zhiji L7 adopts four-wheel steering all-wheel drive system and front and rear mixed tire width design, especially the latter’s four-wheel drive system with mixed tire width and partial rear drive characteristics. Due to technical barriers and high cost, this kind of technology is rarely used in practice. At present, only Porsche Taycan applies the same design in electric vehicles.

In terms of assisted driving, the descriptions of various new energy brands on the market are dazzling, but some technologies are often not mature, resulting in uneven actual experience, and Zhiji Automobile hopes to create a "more human-like" intelligent driving experience.

At present, Zhiji L7 can cope with the high-order ability of complex road scenes such as "traffic jam on congested roads", "big cars dodging with special-shaped cars" and "big curvature curves" only through visual fusion scheme. This is due to the artificial intelligence super algorithm empowered by Zhiji L4-level same algorithm platform.

With the increasing intelligence level of new energy vehicles, software OTA has become a standard. However, Zhiji Automobile does not equate simplicity with intelligence, but insists on the technical route of coordinated upgrade of software and hardware, and regards Zhiji Automobile as a growing "digital life".

In other words, with "upgradeable hardware" as the growth trunk, "software iteration" as the development thinking, and iteration on the cloud driven by numbers, the "smart car" has the ability of self-evolution.

Different from fuel vehicles, the attributes of smart cars have changed now. It is no longer just a means of transportation, but a mobile space, which meets more diverse needs for travel, work and entertainment than in the past.

This also means that users put forward higher requirements for the comfort of cars, and in all these comfortableness, although the air health level is extremely important, especially for the mother and baby groups, it is often overlooked.

The 180+ clean and high-definition cockpit is a major feature that distinguishes Zhiji automobile from other brands. Through the whole industrial chain control far exceeding the national standard benchmark, Zhiji has realized the industry’s first pure taste workshop, and the new car will have a healthy air level after being placed for 180 days. This also allowed Zhiji to get the perfect score of CN95 fresh air cockpit certification, the only one in the industry.

Due to these characteristics, Zhiji Automobile has won the recognition of a large number of users from an emerging young brand in a very short time, and competed with Tesla, Weilai and Ideality in the high-end market.

Nowadays, with the completion of A round of equity financing by Zhiji Automobile, the future of Zhiji Automobile’s rapid development is very clear.

As a new car-making force that landed in the capital market earlier among the new forces, "Wei Xiaoli" has become a solid head of the new energy track. These three companies were established around 2014 and 2105, and many models are currently on sale. Last year, the delivery volume was close to 100,000.

Behind "Wei Xiaoli", there are Nezha and Zero Run, whose delivery volume has increased rapidly since last year. With their cost-effective products, they have gained a firm foothold in the second echelon.

From the establishment of the company to the launch of products, although the speed of Zhiji has been very fast, it is not too early to enter the game.

Under such circumstances, it seems that it is not easy for Zhiji Automobile to break through. In addition to the most important product strength, it is particularly important whether Zhiji has the advantage to widen the gap with its competitors in terms of system, service and even resources.

Different from the "Wei Xiaoli" Internet cross-border car building, Zhizhi has its own unique advantages in the background of car building.

On the one hand, Zhiji is backed by SAIC, the largest automobile group in China, and can share SAIC’s rich experience in automobile manufacturing, ensure product quality and shorten the cycle of making cars. This is also the reason why Baidu built a car and bound Geely early.

On the other hand, Alibaba and Zhangjiang Hi-Tech provide support for Zhiji’s software and intelligence. As the largest artificial intelligence company in China, Alibaba will empower Zhiji Automobile in terms of cloud capability, data security, intelligence and future cutting-edge technologies. Zhangjiang Hi-tech Park, known as "China Silicon Valley", provides technical soil for the growth of Zhiji automobile.

In the first half of this year, due to uncertain factors such as epidemic situation and local conflicts, the automobile supply chain suffered an unprecedented impact. Stopping production and reducing production are the common difficulties experienced by most manufacturers, which once challenged the lean production mode of the automobile industry. The ability to control the supply chain has also become one of the core competencies of current automobile companies.

At present, Zhiji has established in-depth cooperation with Contemporary Amperex Technology Co., Limited, Momenta, Zebra Zhixing, Huayu Vision, Yanfeng Group and other leading enterprises in the automobile industry chain. In the future, this will bring more gains to Zhiji’s spare parts supply and cost.

If Zhiji’s strong background gives it a higher starting point, then the "Yuanshigu User Data Rights Plan" is entirely from Zhiji’s own innovation ability.

Through the "Original Stone Valley User Data Rights Plan", Zhiji applied the blockchain technology to the smart car industry for the first time, with 300 million "original stones" corresponding to the growth rights of Zhiji’s founding value, and gave back the contribution of user data in the form of data rights.

This means that Zhiji makes cars no longer "consumables" in the traditional sense, but can constantly "add value" through the use of users, bringing them a steady stream of new value.

For example, new users can use up to 6,800 rough stones and 10,000 yuan in cash to exchange for the laser radar integrated intelligent driving hardware system. According to Zhiji’s plan, in the future, the original stone can also be used to exchange software and hardware upgrades, enjoy services, limit fine products, digital collections and limit experience activities.

This is the first in the world. On July 12, 2022, Zhiji Automobile specifically announced the details of the rights and interests of the original stone convertibility, and penetrated the mining path of the original stone, and this user data rights plan officially landed.

Following Zhiji L7, the SUV model Zhiji LS7 will also be listed and delivered in the second half of this year, and two pure electric smart luxury B-class models will be introduced next year. These products will quickly enrich Zhiji’s product matrix, so as to bring greater brand effect.

A young brand, how to tear open the existing pattern to find a place? Zhiji Automobile will give an answer.

In recent years, hard-core off-road vehicles and recreational pickup trucks have exploded rapidly, becoming models sought after by consumers, especially the emergence of a number of domestic models, which has lowered the threshold and price of off-road, such as the current fire.
(
get away
）、
, play type is
A monopoly, it can almost be said that the Great Wall monopolizes the entry-level hard-core off-road market, with compact tanks relying on 300 and medium and large tanks relying on 500. There are still many models to be released in the subsequent tank family.

However, with the advent of high oil prices, Tank 300 is facing a severe situation. Although the sales volume is still stable, with the impact of rising oil prices and decreasing heat, the order growth rate of Tank 300 is declining, and its Tank 500 model has a larger displacement and higher fuel consumption, so consumers will think more about it. After all, it will cost money to buy it back.

How to solve this embarrassing dilemma? In fact, a solution has long been thought of. First, both Tank 300 and Tank 500 will launch hybrid models and plug-in hybrid models. Among them, the hybrid version of Tank 300 has been listed overseas and is expected to be released at the end of April in China, followed by the plug-in hybrid models of Tank 300 and Tank 500. The combination of plug-in hybrid technology and hard-core off-road is actually quite perfect, with high torque and low fuel consumption. Currently, H equipped with plug-in hybrid technology can reduce fuel consumption.

However, what can solve the urgent need at present is actually another means. It is the Great Wall of Wei Jianjun’s king-grade product-diesel power chain. The power of the Great Wall has been under development, and its green static series diesel engines have always been the leader of domestic diesel.
Later, H9, Fengjun series and Great Wall guns were all equipped, and they have always been the fist-class products of the Great Wall.

Compared with gasoline engine, diesel engine has higher thermal efficiency, lower fuel consumption and strong torque, which is very suitable for hard-core off-road vehicles. Compared with gasoline engine, diesel engine has half the use cost and better power performance, especially on off-road sections. However, because the technical content of diesel engine is not low at all, and the domestic fuel quality is poor, domestic passenger cars rarely use diesel power. However, the diesel engine of Great Wall is advanced in technology and has been adjusted for domestic oil products, which is deeply loved by consumers.

At present, due to many factors, such as emissions, all passenger cars of Great Wall are not equipped with diesel engines, and the diesel H9 has become a swan song. If you want to buy a diesel engine model of Great Wall, you can only buy a pickup truck of Great Wall, but the 2.0T engine on the pickup truck is weak, and the 2.0T diesel engine with twin turbines may not be used again because of emissions problems, but the recent appearance of a new car of Great Wall may completely change this situation.

Recently, a brand-new gun model-full-size pickup truck based on tank 500 platform will be equipped with the latest 2.4T diesel engine of Great Wall and matched with 8AT gearbox. This engine code-named GW4D24 is a vertical 2.4T diesel engine with a maximum power of 135kW and a peak torque of 480 N m. This parameter is close to that of Toyota 2.8TD4D diesel engine with larger displacement, and it is also equipped with an electronically controlled VGT variable cross-section turbine and a 2000Bar fuel injection system.

As a result, the Great Wall finally has a brand-new diesel engine for passenger cars, and this engine will also cover tank, Haval and gun series models in the future, which is a great good news for consumers who want to buy diesel versions of tank 300 and tank 500. After all, diesel engines are more powerful and have lower fuel consumption and cheaper oil prices, which is a good choice for consumers who like hard-core off-road vehicles. (Text/Youshi Automobile Haoyang)

Note: the pictures are from the internet, and the rights belong to the original author. Thank you! This article only represents the author’s personal views, and does not represent the position of AUV.

With the arrival of the golden autumn in October, the data of automobile brands in September began to be released one after another. Today, let’s first take stock of the complaint list of SUV in September.

From the picture, it can be seen that the top ten China product brand models occupy a large part, and the Song pro new energy model under BYD once again ranks first because of the failure to deliver the car according to the contract. Other models are mostly old problems.

As a hot brand of new energy, BYD’s problem is still "not delivering the car according to the contract". As the best-selling model of BYD, the car itself is not a big problem, but the long service cycle is still a pain point for BYD, which also leads to the dissatisfaction of many consumers, so it is reasonable to rank high.

The main problem of Haval’s first love is the foaming and cracking of car paint. It is understood that Harvard has also given a repair plan for this kind of problem. In addition, Haval’s first love still has complaints such as the delay in upgrading the car system. I hope that it will not be on the list next month after the problem is solved.

The reason for BMW X3′ s listing is still the old problem of the ID7 car system. At present, quite a few car owners think that the ID7 system is inconsistent with the publicity, and this problem has gone through a long period, but it seems that BMW’s speed of solving the problem still needs to be improved.

The reason why Xingyue L is on the list is still the old problem that the second key is not delivered. The main reason is probably the shortage of resources in the chip market, which has also attracted the attention of manufacturers, but it seems that it has not been well solved at present.

I think everyone knows the reason why Li ONE made the list. Because the new model L8 was put on the market and the owners were not informed in advance, many owners thought it had been cut with leeks, which caused a lot of complaints.

The six to ten models are Red Rabbit, H6, F7, Crown Lu Fang and Tiggo 8 owned by Haval. The problem of Red Rabbit is mainly paint cracking, H6 and F7 are still problems such as car system upgrade and disguised charging, while Lu Fang is still problems such as loud engine noise, car body resonance, air conditioning and engine jitter. The problem of Tiggo 8 is mainly the suspected design defect of headlights, which affects driving safety. The owner of this problem has reported it many times and hopes Chery can solve it properly.

Summary: Judging from the above rankings, many brands are still old problems that have appeared before. Although there are no new problems, the speed of dealing with old problems needs to be improved. I hope manufacturers can solve them as soon as possible to avoid unnecessary troubles.

The picture shows the telephone number announced by Yunnan Provincial Public Security Bureau. screenshot

　　Kunming, Dec. 9 (Du Xiaoxiao)-Recently, the press office of the Yunnan Provincial Public Security Bureau announced that in the recent special crackdown on telecom network fraud, if there is a false seal, the public security organ will quickly identify the phone number and account number that was mistakenly shut down due to technical reasons after receiving the complaint and consultation call. If the public security organ is found to be inactive or passive, you can call "12389" to make a complaint.

　　Recently, some netizens posted on the local message board that their micro-signal was permanently sealed by WeChat official on October 14th. After understanding, they learned that it was requested by Yunnan public security authorities, and provided contact numbers of 0871-630543xx and multiple telephones of Pu ‘er Public Security Bureau. After many contacts, the phone could not be opened.

　　The netizen said that he works in Kunming and has never been to Myanmar. There is no violation of laws and regulations. The blocking of micro-signal has seriously affected his work and life. I hope the government can understand the situation as soon as possible and unblock the WeChat account.

　　In addition, some netizens on the Internet reported that their QQ, mobile phone number, Alipay and other social platforms and payment platforms could not be used normally.

　　The Information Office of the Yunnan Provincial Public Security Department responded on the 8 th that in view of the rampant telecommunication network fraud activities in the border areas of China and Myanmar, which seriously infringed on the property safety of the people, the Inter-Ministerial Joint Conference Office of the State Council on Combating New Crimes in Telecommunication Networks and the Yunnan Provincial Public Security Organs are organizing special crackdown actions, and decided to block and shut down suspected telecommunication network fraud calls, social and payment accounts such as QQ, WeChat, Alipay and POS machines in northern Myanmar and some areas where telecommunication network fraud activities are serious from October 14, 2019.

　　If the phone number is turned off by mistake, you can contact the anti-fraud center of the local public security bureau as soon as possible (area code +96110) or call the anti-fraud center of the Yunnan Provincial Public Security Bureau (0871-63054338); If QQ, WeChat, Alipay, POS and other social and payment accounts are closed by mistake, you can contact the workstations of the Ministry of Public Security in Pu ‘er, Dehong and Lincang, Yunnan.

　　The press office of the Yunnan Provincial Public Security Bureau said that if there is a false seal, the public security organ will quickly identify the phone number and account number that was mistakenly shut down due to technical reasons after receiving the complaint consultation phone number. If the public security organ is found to be inactive or passive, you can call "12389" to make a complaint.

Wen Haochao Business Review, written by pineapple and edited by Yang Xuran.

　　Alashan is definitely one of the hottest online celebrity producing areas in Tik Tok.

　　It is "poetry and distance" in the eyes of cross-country enthusiasts. Every October, there will be a grand cross-country rally-Alashan Heroes’ Club. In 2019, the video of "Alashan Shake Shake" was played 40 million times in Tik Tok, and it was also searched by many media such as CCTV, Sina and Tencent.

　　The cross-country culture of "sunset speeding" and "freedom and uninhibited" is completely on fire. It is not only the carnival of the brave, the meditation of the unruly, but also the second spring of the fuel car.

　　"Great Wall Cannon", "Haval H6" and other vehicles frequently appeared in off-road vehicle competitions, which also made Great Wall Motor (SH: 601633), a 30-year-old car company from Baoding, once again fire.

　　Since July this year, the Great Wall’s stock market has performed like a shot in the arm. In just half a year, its share price has risen from the 5-10 yuan range that it has maintained for five years to 37 yuan, more than tripling.

　　Great Wall Motor’s Share Price Performance in May-December

　　At home in the era of new energy vehicles, Great Wall Motor has stepped out of its own exponential growth curve and become a "traditional car enterprise" and "fuel vehicle".The benchmark for traditional fuel car companies to break through in the new energy era.

　　What has Great Wall Motor experienced, which can represent the fuel vehicle to attack the market in the era of new energy explosion?

　　From Baoding Wei Jianjun to Jack Wey

Wei Jianjun, a soldier who used to be unsmiling, is becoming a fashion person who embraces young people.

　　At the shareholders’ meeting in 2015, when asked why Great Wall Motor did not emphasize marketing, Wei Jianjun, the chairman of the board of directors, frequently made golden sentences, saying, "It is unnecessary to produce cars because the production of wine can create a brand" and "No brand-new car products will be launched in the next 5-6 years".

　　At that time, Wei Jianjun was still a resolute "soldier Wei Jianjun" and an unsmiling "Baoding Car God".

　　However, this year, careful people will find that Wei Jianjun’s title has changed to "Jack Wey", showing a gentle and cordial smile frequently in front of the public media.

　　From Baoding Car God to Jack Wey, Great Wall Motor has also transformed itself into aA "famous ghost talent" who loves hot spots and sucks traffic.

　　At the Beijing Auto Show in 2020, the Great Wall appeared with a series of new models-the new ——SUV was named "Harvard First Love" and "Harvard Big Dog", the new pickup truck was called "Great Wall Gun" and "Tank", the new energy vehicles were "Euler Good Cat", "Black Cat" and "White Cat", and even the car-making technology platform included "Lemon" and "Tank".

　　The Great Wall has tasted almost all the trendy marketing: the title of general manager of brand marketing has been changed to "Dean of Cats Research", and it has joined forces with Elvis Presley Radio, Warrior and other national trends in an attempt to set off a "cat culture"; Invite Shen Mengchen, Wang Han and other stars to sell cars live; Heavily calling on young people to launch the electric car racing and refitting competition ……………………………………………………………………………………………………………………………………………..

　　All kinds of changes are pointing to the same clue-youthfulness. Behind this is the deep anxiety of this traditional car company.

　　In 2011, Haval H6 made Great Wall Motor win the title of God in World War I: the sales volume broke through 10,000 in five months, 20,000 in two years, and 80,000 in five years. This record is also brilliant for the whole automobile industry.

　　However, with the rise of Jilin Boyue, Changan CS75, Honda CR-V and other models, SUVs gradually shifted from the blue ocean to the red sea market, and Haval’s leading edge was weakening.

　　Along with the silence, there are also company performance and stock price performance.Since 2017, the revenue growth rate of Great Wall has dropped sharply, and even slipped into the negative growth range. The decline in net profit is particularly rapid. In 2016, it was still a profit of 105 million, and by 2019 it was only less than 45 million. Its share price is halved, sliding from 10 yuan to 5 yuan.

　　The 30-year-old Great Wall Motor’s solution to the "middle-aged crisis" is to set off a series of young reforms from products to marketing and management, which have been quite effective in less than one year.

　　According to the latest data in November, the sales volume of Great Wall Motor has reached 122,600 units, a year-on-year increase of 27.6%.

　　Among them, Haval H6, as a facade, sold 102,000 vehicles a month, accounting for 83% of the total sales, up 22.1% year-on-year, driving the market share back to more than 20%; Euler, a new energy vehicle, became a new force, with a sales volume of 11,600, a year-on-year increase of 414.7%; The Haval Big Dog, which just went on the market in September and is still in the production climbing period, has a monthly sales volume of 8,555 vehicles.

　　As of the third quarter, Great Wall’s revenue was 621 million, down 0.69% year-on-year. According to the current trend, the annual growth rate will turn from negative to positive.

　　Looking at the whole market, just over half of the winter in December, the spring of the auto market has come early.

　　Reform meets a good opportunity

After the cold winter of the automobile industry cycle, the automobile sales in China are now recovering. Not only the Great Wall, but also a large number of car companies including Geely and SAIC have ushered in a rebound in performance and valuation.

　　The rise of the Great Wall is not a case, and the whole vehicle sector is in a strong recovery.

　　In April this year, with the improvement of epidemic prevention and control situation,The auto sector showed signs of recovery for the first time, ending a 21-month decline.Sales in that month increased by 5.9% year-on-year. Among passenger cars, SUV led the growth with a growth rate of 7.3%.

　　Subsequently, the production and sales data increased for 8 consecutive months, which confirmed the trend of the automobile sector’s economic recovery. In November, China’s automobile sales all reached a new high in the year, with a year-on-year increase of 12.6%, among which passenger cars have maintained a growth rate of around 8% for five consecutive months.

　　In such a recovery market,The performance of car companies has grown brilliantly, and valuations have ushered in repairs.

　　Leading enterprises such as SAIC, GAC, Chang ‘an, Geely, etc. all had double-digit growth in sales performance in November. Changan and Great Wall, with SUV explosions CS75 and Haval H6, saw their sales growth rate of more than 20%.

　　Judging from the performance of the capital market, the leading stock prices have ushered in a general increase. Since July, the share prices of SAIC and GAC have increased by about 50%.The share prices of Chang ‘an and Geely have doubled, while Great Wall Motor ranks first among traditional car companies with a high growth rate of 365%.

　　On the other hand, in the contest of the new energy vehicle market, the performance of the Great Wall is also awesome.

　　In the ranking of new energy small vehicles in November by Gaspar, the sales volume of Euler Black Cat ranked in the top three, with a year-on-year growth rate of 373%, second only to Wuling Hongguang and Tesla model 3.

　　Except for Weilai, which went crazy, the growth rate of Great Wall’s share price even surpassed that of Tucki, Ideality and BYD in the second half of this year.

　　So, why does the Great Wall stand out?

　　Big explosion of niche market

Northwest China has become the most popular tourist destination, and Alashan has become a holy place for every SUV owner to visit, and the cross-country culture has exploded.

　　Car enthusiasts in Zhihu sum up the advantages of SUV in this way: It’s like a man always wants to marry a wife who is beautiful, has long legs, can cook, keep house, has self-cultivation and other functions-SUV combines the high passability of off-road vehicles, the comfort of cars and the ability of long-distance raids, and integrates sports, leisure and business.

　　And this is what they said about Haval H6, which won the SUV sales title for 10 years in a row: cheap big bowl is delicious, and the leather is durable without any serious injury. It can stretch your feet, has a large space, and the design is not ugly. It is also suitable for the whole family to go for an outing and occasionally pull goods on weekends.

　　The multifunctional Haval H6 with an average price of 100,000 yuan has become a "hard currency" in the SUV market.Therefore, when the epidemic situation eased and the automobile market picked up in 2020, when SUV took the lead, Great Wall Haval bore the brunt.

　　However, people have more expectations for the Great Wall fuel truck, which comes from the upgraded SUV with fire in off-road culture-Off-road vehicles and pickup trucks.

　　Himalayan extreme cross-country, Luya International Championship, and the 60th anniversary of Everest measurement re-measurement. In 2020, the Great Wall Gun sponsored major events and made frequent appearances.

　　When you open Baidu to search for the words "Tibet" and "off-road", you are greeted by off-road youths wearing sunglasses and jeans, sharing their "trip to western Hunan" and "experience in Tibet" among the blue sky and white clouds, often accompanied by Great Wall guns, tanks 300 or Harvard dogs-all of which are the off-road culture and brand sense that the Great Wall is trying to create.

　　"For every two pickup trucks sold, one comes from the Great Wall". In July, the sales volume of Great Wall guns exceeded 20,000, exceeding 50% to take the market share; The luxury off-road tank 300 was newly launched on December 17th, and has achieved over 10,000 sales, exceeding the accumulated sales of more than 7,000 in herdsman in the first 11 months. The sales volume of affordable off-road vehicle Haval H9 in November increased by 17.9% month-on-month, ranking first among domestic medium and large off-road SUVs.

　　Behind the popularity of several models, the capital market values not only the off-road field, but also the market space instigated by domestic brands, and it is also the field represented by this space and beyond the reach of new energy vehicles.

　　In short:In the off-road culture, there is no room for new energy vehicles.

　　The cruising range is limited, and the extreme climate environment will be greatly reduced; The battery can’t stand the impact of external force, rain and lightning, and it is easy to cause spontaneous combustion, self-explosion and short circuit; The great torque released instantly by stepping on the accelerator is easy to break through the grip of the tire, making it more difficult to get rid of extreme off-road difficulties …New energy vehicles are naturally insulated from off-road vehicles, which is an important function of vehicles, whether for practical use or entertainment;

　　In addition, for many players, the fun of cross-country is the roar of motor, rotation, drift, take-off ….. all of which can’t be brought by an electric car without sound.

　　Up to now, only one off-road vehicle in herdsman has been testing water and electricity, and it still adopts a hybrid device of oil and electricity. "Crossing no man’s land", no new energy vehicle has such confidence.

　　Cross-country culture has brought fire to the Great Wall Tank 300 and the Great Wall Gun, and these two new cars, which are less than one year old, undoubtedly pinned the ambition of Great Wall Motor to get rid of the low-cost SUV market and cover the middle and high-end market.

　　Is it a real explosion, or is it just a moment? This may also require consumers to verify with longer mileage and more user experience.But capital has long voted with its feet, occupied the pit early and made a choice.

　　New energy catches female users

In 2015, the Great Wall increased by 16.8 billion yuan to develop new energy core technologies and complete vehicles, which ended in failure, but it was "unexpectedly" successful in 2020.

　　Another new energy vehicle market opened up in the Great Wall, the success of Euler products is more attributed to the user positioning of "pleasing"-Female consumers.

　　Prior to this, new energy vehicles either held high and fought like emerging car-making forces, and plunged huge sums of money into high-end fields, or were as low as dust and made into tool-based scooters.User markets such as women and urban white-collar workers have always lacked products with both appearance and high cost performance to meet the demand.

　　The Euler series, with an average price of more than 70,000, fills the above gaps well. At the same price, the Euler model has longer battery life, more space and more fashionable appearance. According to an Euler car owner, Euler is mostly used by female white-collar workers, or the first car in a small family, or simply to occupy a new energy license.

　　Euler focuses on the small car market.

　　Combined with the new direct selling game of "live broadcast+group fight+e-commerce", Euler brought up a market by "cat culture".In November, Euler sold 11,600 vehicles, a year-on-year surge of 414.7%.

　　However, the new energy layout of the Great Wall is not smooth sailing. As early as 2015, Great Wall had raised 16.8 billion yuan to develop new energy core technologies and complete vehicles, which ended in failure.

　　In August 2018, Great Wall Motor announced the first generation of Euler under the heavy penalty of "double points" for excessive bicycle fuel consumption. At that time, BAIC, Geely and BYD’s new energy vehicles had already achieved results.

　　The failure of new energy vehicles is in sharp contrast with the rapid rise of Euler today.

　　Looking at the whole new energy vehicle market, the small low-end new energy vehicles represented by Wuling Hongguang mini and Great Wall Euler have turned red, which is closely related to the policy background of new energy vehicles going to the countryside, exemption from purchase tax and no-shake number.

　　Small new energy vehicles priced at 60,000-150,000 yuan and positioned as "people’s scooter" have an overwhelming advantage in fuel vehicle equivalence, which accurately hits the market demand of young office workers.

　　But with reference to historical experience,But the low end will meet the red sea.Haval H6, which is positioned in the low-end SUV market, will inevitably lose its advantage under fierce competition.

　　By analogy, small new energy vehicles will also face more intense competition.

　　At present, the average market share of small pure electric vehicles has reached 40%, and its main selling cities have gradually transitioned from first-and second-tier cities to sixth-tier cities.The small and micro car market, which meets the price demand but is difficult to meet the functional demand, will gradually turn from blue to red and start fierce competition.

　　At that time, it is obviously not enough for Euler to only focus on the "cat" car market.

　　This brand-new brand needs to build a more perfect product matrix from niche to mass, from price to function, from low-end to high-end, in order to resist the strong impact of competitors. But for the Great Wall, it is obviously not as comfortable as the days in the off-road vehicle.