On December 26th, at the press conference on the whole scene of the world of inquiry M9 and Huawei in winter, the flagship SUV of panoramic wisdom, the heaviest product of HarmonyOS Zhixing in the second half of this year, was officially released, and four models were launched, providing two sets of power systems of extended range and pure electric, with the price range of 469,800-569,800 yuan.

Digital technology promotes the reform of China’s automobile industry

New energy vehicles are the main direction of global automobile industry transformation and upgrading and green development, and also the strategic choice for China’s automobile industry to develop with high quality and achieve overtaking in corners. In recent years, with the support of relevant policies, major domestic automobile manufacturers have made clear their development goals, accelerated transformation and upgrading, optimized their internal operation modes, and actively cooperated with upstream and downstream enterprises in the industrial chain to jointly promote the development of China’s new energy automobile industry and made remarkable achievements.

Specifically, under the background of globalization and digitalization, electrification and intelligence have become an important direction and the only way in the process of automobile industry reform. But it also brings great challenges to traditional automobile manufacturers, especially in the field of intelligence, which has become the focus of market competition at present and even in the future. Therefore, the "single-player" operation mode can no longer adapt to the development of today’s times, and the cooperation between enterprises will become more important.

Therefore, the participation of technology companies will press the "acceleration button" for the innovation and transformation of automobile manufacturers. As the world’s leading provider of information and communication technology solutions, Huawei has always been committed to providing innovative solutions and technical support for all walks of life. Today, Huawei has taken the automobile business as one of the important development directions of the enterprise, and provided standardized parts model, HI model and HarmonyOS Zhixing model for its partners. Relying on Huawei’s smart car incremental parts products, technical solutions and excellent brand marketing experience accumulated by Huawei terminals, we will deeply empower partners and continue to lead the new era of smart electric vehicles.

Take Wenjie M9 as an example, it is the first flagship SUV of HarmonyOS Zhixing, equipped with Huawei’s full-stack smart car technology solution, and is committed to changing people’s travel modes with ten smart cars "black technology", including HUAWEIXPIXEL million pixel smart projection headlights, HarmonyOS cockpit with ten screens, Huawei’s head-up display system, HUAWEIADS2.0 advanced intelligent driver assistance system, and ultra-dimensional safety system. While bringing users a full-scene intelligent experience, it also provides important reference value for the digital intelligent transformation of China’s new energy automobile industry.

The improvement of user experience will help boost car sales.

Judging from the development of China in recent ten years, the development direction of new energy vehicles is unshakable. With the help of many aspects, new energy vehicles have made great progress, the market scale has been expanding, and the quality of new energy vehicles has been improving.

At present, China’s new energy vehicles mainly include pure electric vehicles, hybrid electric vehicles, fuel cell electric vehicles, etc. The product lines are relatively rich, and the vehicle types are also covered from mini-cars to full-size vehicles, which basically meet the needs of consumers. According to the data of the Association, from January to November 2023, the cumulative retail sales of new energy passenger cars in China reached 6.809 million, a year-on-year increase of 35.2%. It accounts for about 35% of China’s total automobile sales. As the data shows, new energy vehicles are developing rapidly, and the higher the market share means that more consumers are willing to buy new energy vehicles.

As the final work in the field of high-end intelligent new energy vehicles in 2023, Wenjie M9 has attracted much attention from the market. It is understood that the number of blind orders for new cars has reached 54,000 before they are listed, which is enough to prove consumers’ expectations and recognition. Behind the figures, the change of consumption concept can be reflected. As a mass consumer product, the value of automobile is in the process of changing from basic quality and function to higher experience demand. Consumers are no longer simply satisfied with the traditional role brought by automobile, but pursue a higher level of user experience.

It is the user experience that defines the core strength of the product that makes the M9 in the world. With the unique product design, ever-changing and practical driving space, the leading generation of intelligent cockpit and higher-level intelligent driving system, it will fill the user’s experience in minutes and stimulate consumers’ desire to buy. It is not difficult to see that the listing of the M9 will help boost the consumption of new energy vehicles. Good market performance will also enhance the confidence of the booming brands in the world, continue to increase research and development efforts, and launch more high-quality models. At the same time, the support of consumers can fully mobilize the enthusiasm of industrial transformation and promote the steady growth of the market, which is expected to bring broader market incremental space.

China brand reshapes the new pattern of global automobile industry development.

The new energy vehicle market is one of the important fields of global economic development. In the past few years, driven by relevant policies and technological progress, China’s new energy vehicle field has shown great development potential and broad market prospects.

As mentioned above, China’s new energy vehicles continue to show explosive growth, the market scale is leading the world, and the brand continues to break through. A new round of scientific and technological revolution and industrial transformation is leading a group of outstanding China brand automobile enterprises to rise rapidly, and their global influence is increasing day by day. China has become the largest exporter of new energy automobile products in the world. This has a profound impact on the reconstruction of the global automobile industry innovation map and market competition pattern.

Nowadays, China brand cars have shown strong innovation ability and competitiveness in the global market. From the product level, the Wenjie M9 is one of the representative models in the era of new energy vehicles, which affects the industrial development trend and consumption direction. From electrification leading to intelligence leading, it not only reflects the confidence of enterprises in core technical strength, but also highlights the tenacious determination of China brand to shine on the global stage. Looking forward to the future, we have reason to believe that China New Energy Vehicle will continue to lead the global automobile industry reform and development with excellent quality, innovative technology and green concept.

　　[Pacific Auto Network] Recently, Auto announced its revenue and profit in 2021. According to the official, consumers’ demand for the car is still strong despite the continuous shortage of spare parts in the automobile industry.

　　Specifically, Volvo Car’s revenue in 2021 increased from SEK 262.8 billion in the previous year to SEK 282 billion, an increase of 7%. Operating profit increased from SEK 8.5 billion in the previous year to SEK 20.3 billion, up 138% year-on-year, and the operating profit margin was 7.2%. Net profit increased from SEK 7.8 billion to SEK 14.2 billion, an increase of 82%.

　　"2021 is a proud year for Volvo Cars," said H? Kan Samuelsson said, "Despite the continuous shortage of parts and components in the automotive industry, our global market share has increased and we have achieved unprecedented high income and profit margin."

　　According to official information, in the last quarter of 2021, Volvo Car’s revenue was 80.1 billion Swedish kronor, down 6% year-on-year. Although consumer demand and orders have been strong, automobile production was limited due to the shortage of chips. The operating profit for the quarter was SEK 3.7 billion, and the operating profit rate was 7.1%.

　　Compared with the same period in 2020, the sales of Volvo Cars in the fourth quarter of 2021 decreased by 20%. The company’s electrification series products continue to be welcomed by the market. In the fourth quarter of 2021, the series vehicles accounted for 34% of the company’s global sales, plug-in vehicles accounted for 28% of Volvo’s total sales, and pure electric vehicles accounted for 6% of the total sales.

　　As Volvo Cars increases the annual production capacity of pure electric vehicles to 150,000 vehicles, the proportion of pure electric vehicles in the total sales will double compared with 2021. Looking ahead, Volvo officials said that the uncertainty of the automobile industry is still high. Although the shortage of spare parts has eased, the supply chain is expected to remain a constraint. At the same time, Volvo Cars continues to see strong customer demand and predicts that the growth rate of electric vehicles will be faster than the overall market, which will enable the company’s sales to continue to grow in 2022. (Text: Pacific Auto Network Liu Yunqing)

　　BYD’s Electric 2015: Taking "Tang" as "Ming"

　　From 19: 38 to 20: 58, Wang Chuanfu talked about solar energy from oil, smog from disease, and the South China Sea issue from the Straits of Malacca … … For a whole hour and 20 minutes, during the seemingly casual chat, he set the tone for BYD in 2015 at the macro level through his feelings: focusing on new energy.

　　This scene took place at the Yantian Sports Center in Shenzhen on the evening of January 20th, the scene of BYD’s first Difen Conference. In fact, this conference has another name — — BYD’s "World-class Technology Analysis Conference" is held once a year. Presumably, at the last conference, a 70-page brochure, which listed almost all BYD’s technologies, still made the experienced media people remember it vividly.

　　This year’s conference, in addition to changing the name, the theme seems to have changed a little. Don’t talk about electronics, interconnection, cloud and technology … … Just talk about new energy. Starting from the pre-sale price of 300,000 yuan in Tang Dynasty, Song, Yuan and even Ming were mentioned in turn. The 6-engine 4-drive technology killer and the 3.9-second 100-kilometer acceleration time were indeed enough to support the gold content of the most important conference in BYD’s eyes.

　　BYD’s vision of a new energy empire is gradually coming to fruition, starting from the field of public transportation and finally cutting into the personal consumption market. Wang Chuanfu said, "When all this is done, I can retire.".

　　"Tang" at the beginning

　　Last year, BYD Qin accidentally caught fire again. The annual sales volume of 14,747 units, in addition to firmly sitting on the throne of new energy vehicle sales champion, is a real test of BYD’s production capacity. The phenomenon of demand exceeding supply, led by Shanghai, frequently appears in eight cities where Qin landed.

　　Compared with Qin’s dual-engine and dual-mode, after adding a motor, Tang evolved into a three-engine four-wheel drive — — A 2.0TI engine with two motors in front and rear, and four-wheel drive. It is worth mentioning that in terms of four-wheel drive technology, BYD Tang is not equipped with a transfer case and a transmission shaft like the traditional four-wheel drive model, but drives the front and rear axles independently by two motors, and then the power is distributed by a unified control system to realize four-wheel drive. With the peak torque of the front and rear motors of 250Nm and the maximum power assistance of 110kw, Tang’s 100-kilometer acceleration performance after technical optimization increased from 5.9 seconds in Qin Dynasty to 4.9 seconds.

　　In order to highlight Tang’s acceleration performance, BYD specially arranged the test drive experience of the car on the morning of the conference. Although due to the limited number of vehicles, not every media and Difen has the opportunity to experience it, according to the participants who experienced it, Tang’s sense of acceleration is somewhat similar to Tesla Model S, with a strong sense of pushing back and even a brief dizziness. Judging from the results of the 200-meter linear acceleration, Tang’s performance was basically stable at around 7.9 seconds when he took four people in the car.

　　In the driving mode, Tang offers the choice of HEV (four-wheel drive+sports+hybrid mode) and EV (four-wheel drive+economy+pure electric mode). The former focuses on performance, and the engine and motor work together, with the best power; The latter focuses on economy, and the power battery provides electric energy to drive the vehicle with the power supply machine.

　　If the vehicle is short of power in EV mode, the system will automatically switch from EV mode to HEV mode, and use the engine to drive. When the vehicle is driving at a relatively stable medium and high speed, part of the torque output by the engine will drive the front motor to generate electricity, and the rear motor will drive, giving consideration to economy and four-wheel drive.

　　As the highlight of the conference, Tang announced the pre-sale price of 300,000 yuan and 600,000 yuan. Interestingly, when BYD was the first to announce the pre-sale price of 600,000 yuan, the friends at the scene were all shocked into a cold sweat. Later, when everyone looked intently, it turned out to be the extreme version of Tang. This price can’t explain the problem, but only show the attitude. The pre-sale price of the ordinary version of Tang is 300,000 yuan, which Che Yun thinks is reasonable. With the subsidies from each city, the sales volume of this car is expected to surpass that of Qin.

　　Interestingly, within 12 minutes after the official acceptance of the reservation at 5: 42 on January 21, the first batch of 100 Tang cars, including 98 regular models and 2 extreme models, were quickly declared sold out.

　　"Song and Yuan Dynasties" Follow-up

　　In April last year, BYD released the "542 Strategy", in which "5" means that all models are accelerated within 5 seconds at 0-100km/h, 4 represents all-round four-wheel drive and 2 represents fuel consumption within 2L per 100 km. As the first model of this strategy, Tang is just the beginning.

　　Lian Yubo, senior vice president of BYD Co., Ltd. and chief engineer of automobile industry group, said that after Tang Dynasty, Song and Yuan will join the "542 Strategy" vehicle camp in the second and third quarters of this year, because both Tang, Song and Yuan models are SUVs, and 2015 will be BYD’s "SUV Year".

　　At the press conference, Song Heyuan’s model parameters were also announced for the first time.

　　It is reported that Song is located in a compact SUV, equipped with a dual-mode full-time electric four-wheel drive system. The powertrain consists of 1.5TI+DCT+ motor, with a vehicle mass of 2000kg, a length, width and height of 4,565/1,830/1,720 mm respectively, and a wheelbase of 2,660 mm. Yuan’s size is smaller than Song’s, and it is also equipped with a dual-mode full-time electric four-wheel drive system. The vehicle’s mass is 1850kg, its length, width and height are 4320/1765/1650mm respectively, and its wheelbase is 2520 mm.

　　Of course, don’t forget the business. Although it is not an SUV, this MPV model, which was unveiled at last year’s Beijing Auto Show, is also part of BYD’s lineup of new energy vehicles. The company is equipped with dual-engine dual-mode technology, and its hybrid system consists of a 1.5L gasoline engine with a maximum power of 80kW and a 110kW motor, with a combined maximum power of 190kW. It is reported that the car’s comprehensive fuel consumption per kilometer is 2.24L, and the acceleration time of 100 kilometers is only 7.5 seconds, which is MPV… … ..

　　In addition, in the interview after the press conference, a model named Han was also revealed by Wang Chuanfu, but he did not further disclose the specific parameters and launch time of the car.

　　The "Ming" of the finale

　　In Wang Chuanfu’s view, BYD’s limit in the field of new energy vehicles is far more than that, and they are "making big moves". BYD said last year that "Tesla was built in minutes", and now this car is really coming.

　　At the press conference, Lian Yubo said that BYD will launch the first six-engine four-wheel drive model "Ming" in 2017, which is equipped with an engine and five motors. The five motors are one series motor and four motors that drive four wheels respectively. In BYD’s eyes, this is a six-engine four-wheel drive dual-mode "big killer", and the acceleration time of 100 kilometers will reach 3.9 seconds.

　　Wang Chuanfu introduced that in addition to performance optimization, the biggest feature of "Ming" is safety. "Traditional mechanical vehicles are single-point. In the electronic age, they can be driven in a distributed way. Each wheel corresponds to a motor to achieve a negative 100% torque. In 600 milliseconds, many actions can be done to stop traffic accidents by electronic control."

　　In addition, Wang Chuanfu revealed that with the technical support of six-engine four-wheel drive, BYD will develop an active safety system, including the functions of car body self-balancing, braking failure prevention, steering failure prevention, rollover prevention and side slip prevention, all of which are intelligently adjusted by driving the wheels of the motor.

　　Charging matching

　　In addition to the product itself, BYD also publicly displayed the charging tower of pure electric vehicle in the air and the 3+3 circulating stereo charger in Shenzhen Pingshan factory for the first time on the morning of the conference, and released relevant data.

　　BYD Tower has 10 floors, and adopts a rotating tower structure. 40 cars can be parked on a single floor, and 400 cars can be parked and charged at the same time on the 10th floor. The 40kW fast charging equipment can fully charge BYD E6 within 2 hours. It is reported that the total power of the entire charging tower is 14400kW. In the charging tower, users can observe the charging status of vehicles in real time through the LED screen in the lounge.

　　In addition, the total parking capacity of the 3+3 circulating stereo charger is 72 sets, and there are 2 sets of parking devices consisting of 3 units, each unit can park 12 cars. It is reported that each parking space is equipped with charging equipment with a power of 40kW and a total installed capacity of 2950kW (including lighting and air conditioning). According to the charging time, 216 vehicles can be served every day.

　　Che Yun summary:

　　Since it set foot in the automobile industry, BYD has always been questioned, speculated and criticized. It is true that we must recognize its problems, such as the matching of vehicle workmanship details with core technologies, such as the capacity problem after the expansion of new energy vehicle product line this year, and so on. However, we should not deny its advantages, such as its corporate engineer culture.

　　By the way, in addition to the product itself, BYD has made some progress this time. They gradually realized the value of Difen to themselves. This is a group of people who know BYD better than BYD himself and the media. This conference set up a link where Di Fen represented Wang Chuanfu as a gift. This gift was nothing but a suggestion made by Di Fen to BYD. When Wang Chuanfu received this heavy gift, he choked when he spoke.

　　[car home new car listed] On August 25th, BYD’s (|)-p model was officially listed.The new car has launched three models.After subsidyThe price range is 289,800-329,800 yuan;At the same time,It will also launch a 252-kilometer exclusive DM-i model.After subsidyThe price is 279,800 yuan.Different from DM-i series, DM-p is more performance-oriented. In addition to the blessing of 1.5T hybrid system, the rear axle of its full-time four-wheel drive system is equipped with Eaton differential lock, which has better power distribution ability. The new car accelerates from 0-100km/h to 4.3s, while the pure electric battery life can still reach 215km. See the table below for detailed models:

● New car features

　　In terms of appearance, the new car still continues the Dragon Face 3.0 design language, and the design of the dragon face has made this generation of Tang series gain many fans. The front grille of the new car is designed in Long Lin style, and the penetrating silver decorative strip on the top is the embodiment of the dragon beard. The headlight groups on both sides are still very sharp, and the front enclosure design is more sporty, showing the performance spirit of DM-P.

　　Coming to the side of the car, the new car adopts the currently popular suspended roof design, and at the same time, the waistline design of the vehicle will become more fierce, making this medium-sized SUV look more agile. The sharp double-five-spoke rims can also play a relatively good role in embellishment. All in all, the new car tries its best to move towards a younger and more fashionable direction while ensuring its own gas field.

　　In the rear part, the new car adopts the design of penetrating taillights. At the same time, the line design on both sides of the rear enclosure is similar to that of the front enclosure, which can form a good echo effect. The wide rear fender can highlight the wildness of the vehicle. After all, as a medium-sized SUV, momentum is essential.

　　After entering the car, we can still easily identify that it is a BYD brand. The layout of the center console has not changed significantly. The exaggerated center console is very eye-catching. At the same time, the overall quality of the car has once again reached a higher level. The two-color design adopted in the center console and door panels can create a warmer cockpit atmosphere.

　　In addition, the launch of the six-seat model will undoubtedly enhance the competitiveness of the car system, not only the second-row passengers can have a more comfortable ride, but also the third-row passengers can get in/out of the back row more conveniently, which is undoubtedly more attractive for multi-person families.

　　At the configuration level, the new car will be equipped with HiFi-class custom Dana audio, smart fragrance and NAPPA leather seats. The six-seat model will also be equipped with 10-point massage in the first two rows of seats; The second row of independent seats is electrically 4-way adjustable, with 4-way lumbar support and adjustable headrest on the side; The second row of independent seats also has a cup holder, USB, mobile phone slot, wide-body reversible armrest and 220v mobile phone fast charging interface.

　　In terms of power, Tang DM-p is expected to be equipped with Xiaoyun 1.5T engine and EHS electric hybrid system, with maximum power of 452kW, 0-100km/h acceleration of 4.3s, and NEDC power loss and fuel consumption of 6.5L/100km. As for the battery, the new car uses the Ferrous lithium phosphate "blade battery" specially designed for hybrid, with a pure battery life of 215km and upgraded fast charging technology, which can charge the battery from 30% to 80% in 20 minutes.

　　In addition, the full-time electric four-wheel drive system responds more quickly, and the power is directly transmitted from the transmission shaft to the wheels, with shorter transmission path and faster response, which can further improve the stability of the vehicle and make driving safer. Of course, it can also become a "power supply" when you need it, and the maximum discharge power can reach 6 kilowatts, which can even satisfy the simultaneous use of multiple high-power appliances.

● Competitors

"Moka DHT-PHEV 2022 1.5T 0 Anxious Wisdom Edition"

　　With the announcement of the price of the new car, its competitors have surfaced, which is the Wei brand Moka DHT-PHEV model that has received much attention before. The two are similar in price and positioning. However, based on BYD’s profound knowledge in the field of plug-in hybrid, Tang DM-p seems to have a unique advantage. From the former "542" to today’s DM-p platform, BYD has obvious advantages in both market share and popularity in the plug-in hybrid market. At the same time, the longer pure electric cruising range and the existence of the six-seat model also make Tang DM-p full of confidence in the same level market.

● Editor’s summary:

　　With the deepening of the electrification process, the balance in many users’ minds seems to have begun to tilt towards the new energy market. However, due to the still-existing mileage anxiety of electric vehicles, many friends will naturally turn their attention to plug-in hybrid vehicles, and manufacturers are also very considerate to further subdivide the plug-in hybrid market. For example, friends who pursue fuel economy can choose DM-i, while those who want to feel the power output of electric motors can choose DM-P. (Text/car home graduated)

　　CCTV News:The National Health and Wellness Commission held a press conference on the afternoon of the 31st. Relevant responsible comrades from the Ministry of Education, the Ministry of Agriculture and Rural Affairs and the National Health and Wellness Commission will attend the press conference to introduce the situation of epidemic prevention and control during the Spring Festival and the Spring Festival.

　　Recently, in some places, the health monitoring and nucleic acid detection of returnees have been "overweight" and "across the board", which has aroused widespread concern in the whole society and caused dissatisfaction among some affected people. On the basis of summing up the experience and lessons of the previous stage, the state formulated the epidemic prevention and control policy in Spring Festival travel rush according to law, in order to reduce the risk of epidemic spread as much as possible, so as to protect the health of the people, and never to set obstacles beyond the prevention and control needs for the Spring Festival reunion.

　　"Overweight at different levels" and "across the board" are both lazy policies and a waste of valuable epidemic prevention resources. All localities should standardize the implementation of epidemic prevention and control requirements during the Spring Festival travel rush in 2021, do a good job in epidemic prevention and control scientifically and accurately, and must not arbitrarily "overweight" or "overweight at different levels" on the basis of the current policy, and must not engage in "across the board" in their work. Specifically, for provinces outside Beijing, to achieve the "six noes", people from other places should not be arbitrarily prohibited from returning home for the New Year, centralized and isolated measures should not be implemented for returnees, nucleic acid testing should not be carried out for non-key people who flow to cities across provinces in low-risk areas, nucleic acid testing certificates should not be checked for non-key people who return home in low-risk areas in the province, home health monitoring should not be carried out for returnees in the province, and the period of home health monitoring should not be arbitrarily extended. All localities should rectify the deviation in time, and the comprehensive group of joint prevention and control mechanism in the State Council will pay close attention to the implementation of policies in all localities, and will notify the implementation of policies that obviously do not meet the requirements and demand immediate rectification.

On January 29th, according to @ Digital Chat Station, Huawei P70 series models will be equipped with Kirin 9xxx chip, with 2.5D1.5Ltpo and other deep and micro quad screens of 6.5 inches and 6.8 inches, and the border control is good.

He also revealed before that this new machine is equipped with a 50Mp± IMX989 physically variable aperture main camera, a 50 MP super wide angle and a 50Mp± 4X periscope telephoto macro lens, which may be cut. In addition, the new machine is also expected to be equipped with a new version of satellite communication technology.

In addition, another model of Huawei P70 series is expected to adopt the Howell OV50H sensor, which supports physical variable aperture. It is also reported that the P70 series adopts a triangular Deco with a rear matrix, and is equipped with a headphone stereo double-lift, and the battery uses a high-density battery with a capacity of more than 5000mAh.

According to many reports, 1/1.3-inch OV50H sensor and 1-inch IMX989 sensor are expected to be applied to different models, which may be the difference between P70 and P70 Pro.

At present, Huawei officials have not announced the specific release time of the P70 series, but according to the blogger @ Wisdom Pikachu, this new machine is expected to be released in March.

Related reading:

It is reported that Huawei P70 series mobile phones are expected to be released in March, and the progress is very fast at present.

　　Source: Private placement network

　　December 25th happens to be the 1000th day when Xiaomi officially announced to build a car. Xiaomi officially announced that the first press conference of Xiaomi Automobile will be held on December 28th. The first press conference will focus on technology release and will not release products. The attention of Xiaomi Automobile can be described as "extreme preheating" under Lei Jun’s personal publicity.

　　Before that,, Tesla, Weilai, Tucki, Ideality, Huawei’s intellectual circle, intellectual circle, Aouita and many other new car-making forces compete for market share in this track. In particular, Huawei cooperated with car companies through Tier1 model, HI model and HarmonyOS Zhixing model to enter the track, creating a new M7 with "sales explosion" and detonating it.A group of "Huawei auto concept stocks" led by.

　　In such a fierce competition in the new energy car track, what makes Xiaomi Auto a pioneer??According to Guo Ming, an analyst of Tianfeng International Securities, the key selling points of Xiaomi Automobile are automatic driving, software ecology, 800V fast charging and power configuration. Among them, the software ecology and its subordinate supply chain manufacturers have outstanding highlights.

　　Besides,Xiaomi Group has tens of thousands of rooms all over the country."Xiaomi House" is the "killer" of Xiaomi Automobile’s future marketing channel. If Xiaomi House is used to drain automobiles in the future, the Xiaomi automobile industry chain will continue to benefit indirectly.At the end of the article, the author’s latest finishing is attached.51List of "Xiaomi Auto Concept Stocks"!

　　0one

　　How to copy Xiaomi car"Explosive"? Ecological chain, channel chain and supply chain "three cards"!

　　The first is the ecological chain. On October 26, 2023, Xiaomi officially released a new self-developed operating system-澎湃 OS, and announced that Xiaomi Group’s strategy will be upgraded from "mobile phone +AIoT" to "the whole ecology of people, cars and homes", marking a new chapter in Xiaomi’s intelligent interconnection ecology.

　　The construction of ecological chain Xiaomi has been exploring for many years, which is a major strategic layout of Xiaomi.

　　Figure: Xiaomi’s operating system and the strategic development of the group.

　　In 2010, the MIUI mobile operating system was released at the beginning of Xiaomi’s establishment. In 2016, the Mijia brand carried Xiaomi smart home products, and the ecological layout of Xiaomi’s IoT continued to improve. In 2017, a self-developed Vela OS was built, realizing the unification of IoT equipment systems. In 2019, Xiaomi began to develop the universal operating system Mina OS in parallel, and gradually formed the experience accumulation of Linux system from the kernel to the upper system. In 2021, Xiaomi started the research and development of the car OS system.

　　At the beginning of 2022, Xiaomi decided to unify the software architectures of MIUI, Vela OS, Mina OS and car OS, and completed the bottom merger of Xiaomi’s operating systems. Then, in November 2023, the 澎湃 OS for the whole ecology of people and cars was officially launched.

　　It can be said that the official launch of 澎湃 OS is a key step for Xiaomi to move towards the new strategy of "people, cars and homes are all ecological" and a key ecological chain puzzle of the strategy.

　　Why does Xiaomi’s ecological chain become a replica of Xiaomi’s car?One of the advantages of "Explosive" is that after years of development, Xiaomi has a huge user base, strong brand influence and high brand loyalty in the fields of smart phones, IoT devices and Internet services, laying a solid foundation for the transformation of potential customers of Xiaomi Automobile.

　　According to the announcement of Xiaomi Group, from 2021 to 2022, Xiaomi mobile phone ranked first among Android smartphone manufacturers in Chinese mainland market for two consecutive years, and 50.1% of users will continue to choose Xiaomi brand when changing their smartphones. Thanks to the high user stickiness, the scale of Xiaomi users has grown steadily.

　　By June 2023, the number of monthly active users of MIUI reached 606 million, up 10.8% year-on-year, among which the number of monthly active users of MIUI in Chinese mainland was 149 million, up 6.5% year-on-year. The current users of new forces such as friends Huawei and BYD are 700 million and 5.8 million.

　　Figure: Xiaomi has a strong user base compared with other car companies.

　　From the user portrait, the data shows that Xiaomi mobile phone is mainly used by 25-34 years old (accounting for 62.4%) and young men (accounting for 64.7%), and 57.5% of them are married. Xiaomi users are sticky, and they prefer the sense of science and technology and the ecology of Mijia, which is in line with the advantages of Xiaomi’s software and hardware. It is expected to effectively undertake the passenger flow of Xiaomi mobile phone by superimposing Xiaomi automobile with the ecological linkage of people, cars and homes.

　　Photo: Xiaomi brand user portrait (2018)

　　It can be seen that Xiaomi Automobile already has enough user base, and after the advantage of ecological chain,The "second card" also has a marketing chain, backed by tens of thousands of "millet houses" all over the country.By January 1, 2023, there were 12,000 "Millet Houses" in Xiaomi, covering 2,200 counties and cities, which could cover more than 80% of the county-level administrative regions in China.

　　according toAccording to statistics, Xiaomi still has 500 to 600 stores that can be used after removing the smaller stores that can’t display the exhibition cars, which has obvious advantages compared with Weilai, Tucki and the ideal 440, 411 and 400 stores. Follow-up reference to the expansion of Huawei HarmonyOS ZhixuanGuojin Securities expects Xiaomi to expand its coverage area by opening new stores, which may be achieved in the short term.More than 800 stores.

　　If Xiaomi adopts the direct mode and uses the existing Xiaomi House to expand the channel, it will be expected to be the second growth point for the continuous drainage of Xiaomi automobile sales.Therefore, from the perspective of marketing channels, Xiaomi Automobile has entered the first echelon of new power channels, and "debut is the peak".

　　Figure: Comparison of the number of Xiaomi channel stores

　　Looking back, the success of the "explosion" of the new M7 in the world is mainly due to Huawei’s wide audience and strong brand. Judging from the advantages of the above-mentioned Xiaomi automobile ecological chain and marketing chain, Xiaomi and Huawei have the same advantages in terms of user base and market popularity. If SU70% explodes, it may reappear the "M7 phenomenon".

　　02

　　can"Big selling" should also be "big making", Xiaomi from parts to vehicle factory layout.

　　After talking about the ecological chain and marketing chain, the last card left is "supply chain".

　　As we know, the operation mode of the new car-making forces is mainly vehicle manufacturing and brand separation. There are ideals and Lifan, Tucki and Haima before, and then there are the intellectual and intellectual circles of Huawei and Cyrus, Chery, Weilai and Jianghuai, Baidu and Geely. In this mode of operation, the running-in between the traditional vehicle manufacturers and the new forces has put some pressure on the delivery.

　　According to the news of titanium media, in order to ensure the delivery of the world, the production machines in Sailis factory run continuously for 22 hours every day, and the remaining two hours are necessary for mechanical maintenance. In order to solve the problem of production capacity and supply, Cyrus set up a factory nearby, and directly put the three teams of supply chain, product and quality into the supply chain enterprises, thus improving the delivery capacity. According to the latest official caliber of the industry, the industry will complete the delivery of 23,000 vehicles in December and deliver more than 30,000 vehicles per month in 2024.

　　Isn’t the delivery situation that friends are facing now the problem that Xiaomi Automobile will face in the future? Especially in Xiaomi’s investment in automobiles for more than ten years, covering the actions of auto parts, complete vehicles and automobile aftermarket, the market has another look and expectation for the delivery capacity of Xiaomi automobile.

　　In the supply chain, Xiaomi Automobile has implemented a comprehensive layout strategy from parts to vehicle factories. The scale of Xiaomi’s investment in Tucki and Weilai is about $1-2 billion. Since 2017, Xiaomi has increased investment in companies in the field of auto parts and electronics, and has been developing new energy batteries and control systems., AVIC Lithium Battery, Ganfeng Lithium Battery, Honeycomb Energy and other enterprises made investments, mostly for war investment and A and B rounds.

　　Figure:2011-2022 Xiaomi’s investment in auto parts enterprises in the field of three electricity companies.

　　In terms of vehicle factory, Xiaomi Automobile Factory has two projects. The completed Yizhuang Phase I factory covers an area of about 720,000 square meters, with an annual production capacity of 150,000 vehicles and an average monthly production capacity of 12,500 vehicles. The second phase of the plant is planned to start in 2024 and be completed in 2025.

　　At the same time, Xiaomi widely recruits talents related to vehicle production and vehicle technology. For example, Xiaomi recruits production managers, workshop safety engineers and lean engineers in official website, and has more talent demand in stamping, die casting, die casting die, die casting machine processing, car body, painting, sheet metal and other vehicle production.

　　Figure: Vehicle manufacturing is asset-oriented.

　　So how much can the production capacity of Xiaomi Automobile Factory reach? According to the sales plan once expressed by Lei Jun, the first model of Xiaomi Automobile is planned to sell 100,000 vehicles in the first year and deliver 900,000 vehicles in the following three years.this meansFrom 2025 to 2027, Xiaomi Automobile needs to produce and sell at least 300,000 vehicles a year, with an average monthly production capacity of 25,000 vehicles.

　　0three

　　51 Xiaomi cars are the mostChain concept stocks are exposed!

　　Think,Initial flow of building a car+Ecology+Channel Collaboration is the advantage of Xiaomi Automobile.Product shaping ability has become the key in the middle and late stage.

　　As a consumer electronics leader with a strong traffic group, Xiaomi Automobile has a potential user base, plus Xiaomi’s intelligent ecology and sales channels. After the official mass production in the first half of 2024, Xiaomi Automobile-related industrial chain companies are expected to usher in development opportunities.

　　Many domestic auto parts companies have cooperated with Xiaomi Automobile.Some parts companies have announced that they have obtained the fixed point of Xiaomi Automobile Project., such asAn air suspension system will be provide for Xiaomi automobile,Hua Yu San DianBecome a designated supplier of air conditioning compressor for Xiaomi automobile.

　　The following is compiled by the author according to the announcements of listed companies and questions and answers from investors.List of 51 latest Xiaomi automobile concept stocksFor readers’ reference, the cooperation progress between different A-share companies and Xiaomi Automobile is different, among whichThe invested Jiong Yi Electronics (Suzhou) Co., Ltd. has synchronous development business with Xiaomi Automobile in the field of online control products, and its share price has soared in the past three months.

Haval Xiaolong is a new energy compact SUV built by Great Wall Motor for young families pursuing fashion technology. It will be unveiled at the Shanghai Auto Show on April 18 and listed in the second quarter. The new car has a wheelbase of 2710mm and a length of 4600mm. It is equipped with lemon hybrid DHT technology, aiming at the mainstream home market of 150,000-200,000, and will mainly compete with BYD Song Pro DM-I..

Haval Xiaolong’s design inspired fighter originated from soaring in the blue sky, and the front face used a lot of body color to form an integrated design; The integrated headlights and taillights, while full of scientific sense, also outline the outline of the car body and enhance the visual impact. In addition, Haval Xiaolong can also be equipped with a blackened roof, which is more sporty with the curved body design.

Haval Xiaolong’s interior is made of a variety of materials, with two styles of pure black and black rice color matching; The central control adopts 7+12.3-inch intelligent double-screen, and the shape of the embracing seat fits the human spine, supporting 6-way electric adjustment, and optional ventilation and heating functions; For the first time, the interior atmosphere light is designed with transparent lampshade and three-dimensional character structure, which creates a strong three-dimensional effect.

Haval Xiaolong is equipped with a two-speed DHT gearbox, with a comprehensive fuel consumption of 1.39L/100km, a feed fuel consumption of 5.3L/100km, and a WLTC pure battery life of 96km. The battery pack is designed with anti-collision, ultra-high strength steel full-wrapping and energy absorption.

On April 25th, 2024 Beijing Auto Show officially kicked off, and BYD officially showed its brand-new model-Qin L to consumers. In the future, with the launch of this car, it will form a two-car pattern with Qin PLUS to meet the car purchase needs of different users. It is worth mentioning that the starting price of the new car in the future may be more than 120,000 yuan.

　　In terms of appearance, the new car adopts "the aesthetics of the new country’s tide and beauty", and the interior of the large-size front grille is supplemented with dot matrix elements for makeup, which has outstanding visual effects. At the same time, the headlight group is narrow and sharp, which is highly integrated with the luminous "dragon beard" on the top. The integrated design not only makes the dragon face more stereoscopic, but also magnifies the horizontal visual effect of the front face.

　　From the side of the car body, its waistline runs through the front fender to the back door, which makes the car body more slender. With the concave rib line under the door, it creates a three-dimensional cutting effect and highlights the sense of strength of the whole car. At the same time, it adopts a slip-back design, showing a "low-lying" posture and being younger.

　　On the tail side, the wide back shoulder design not only echoes the front face, but also increases the muscular feeling of the body contour. At the same time, the car uses a penetrating taillight shape, inspired by Chinese knots, and the recognition is full. In terms of vehicle size, its length, width and height are 4830/1900/1495mm and its wheelbase is 2790mm respectively. In contrast, the body size of the Qin PLUS model currently on sale is 4765/1837/1495mm, and the wheelbase is 2718 mm. It can be said that Qin L is bigger than Qin PLUS as a whole.

　　As for the interior, Qin L’s interior design is inspired by China landscape painting. The agility of oriental landscape and modern technology are combined to create a "landscape painting cockpit" with elegant style. Specifically, the new car uses an embedded large-size LCD instrument with an iconic rotatable central control panel, which makes this car look very scientific and technological. At the same time, the new style of three-spoke multi-function steering wheel and wireless mobile phone charging are added to meet the needs of current users.

　　Echoing the appearance, Chinese knot elements are also widely used in Qin L’s interior design. The central armrest area and the new BYD Heart crystal ball head shift lever with sectional design are unique in shape, and the core functions such as starting, shifting and driving mode are integrated around the crystal shift lever, which is convenient for daily control.

　　In terms of power, according to the previous application information, the new car will be equipped with a plug-in hybrid system consisting of a 1.5L engine and an electric motor, with BYD’s fifth-generation DM-i hybrid technology. The maximum power of the engine is 74 kW, and the maximum power of the motor is 160 kW. The new car is equipped with lithium iron phosphate battery from Fudi, Zhengzhou. The battery provides 15.874kWh and 10.08kWh for consumers to choose, corresponding to the pure electric cruising range of WLTC of 90km and 60km respectively.

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The champion is new and the value leads. On April 21st, BYD Qin PLUS EV 2023 Champion Edition was officially unveiled in Shijiazhuang. BYD factory leaders, Shijiazhuang mainstream media and Difen friends gathered together to witness the pure electric car leader Qin PLUS EV 2023 Champion Edition with five major upgrades: "technical upgrade, power enhancement, Zhilian advanced, face-lifting and comfortable upgrade", anchoring the new value of the pure electric A sedan market and reshaping the new benchmark of the family sedan champion!

Hard core upgrade comes from glory.

At the beginning of the event, Mr. Tang Tang, the manager of Shijiazhuang Region of BYD Auto Dynasty Network, delivered a speech, leading everyone to review the proud achievements made by BYD Qin PLUS in recent months and share the good hope carried by Qin PLUS EV2023 Champion Edition. He said: "Through the Champion Edition of Qin PLUS EV 2023, we hope to set another benchmark for the China A sedan market, so that high-quality pure electric A sedan can enter the mainstream price hinterland and anchor the new value of pure electric A sedan! Let those young friends who want to enter the new energy era in one step, can enjoy the pure electric life more easily. "

Subsequently, Mr. Li Yapo, the internal trainer of BYD Auto Dynasty Network, made a detailed sharing of the 2023 Champion Edition from the five major upgrades and announced the price. Its upgraded E-platform 3.0 core technology, rejuvenated black jade blue appearance, 8.8-inch floating instrument and other configuration upgrades have once again surprised four people, subverting the cognition of users.

The listing price and preferential policies of Qin PLUS EV2023 Champion Edition, a total of six models:

420KM leading official guide price is 129,800 yuan;

The official guide price of 420KM transcendence type is 136,800 yuan;

510KM leading official guide price is 139,800 yuan;

The official guide price of 510KM transcendence type is 149,800 yuan;

The official guide price of 510KM Excellence is 159,800 yuan;

The official guide price of 610KM Excellence is 176,800 yuan;

During the event, BYD Auto invited Mr. Wang Song, a senior media person and director of the Communications Department of Hebei News Network, to share with the guests the subversion of Qin PLUS EV 2023 Champion Edition from the aspects of driving experience, market feedback and consumer reputation.

Finally, the conference also invited the representatives of the first batch of owners of Shijiazhuang Qin Champion Edition to come to the scene. Under the witness of many guests, BYD presented them with exquisite flowers and new car keys, which was full of sincerity.

Five major upgrade values lead

Qin PLUS EV 2023 Champion Edition comes from hardcore upgrade and rejuvenation, and the core technology of E platform 3.0 has been upgraded, and the "gold content" of the model has made a qualitative leap; Equipped with DiLink4.0 intelligent network connection system, make the intelligent cockpit smarter and understand you better; The rejuvenation of the exterior interior makes the value of the Longyan coupe even better!

Technology upgradingE platform 3.0 core technology, innovative development of powertrain multi-mode heat compensation technology, effectively improving the conversion rate of electric energy to heat energy, saving 40% energy consumption of air conditioning at low temperature, greatly improving the cruising range at low temperature, and making the cruising range in winter more realistic.

Power enhancement: 50KW strong power, 0-50km/h acceleration is only 3.8 seconds, so that every start is one step ahead; While the power is improving, the energy consumption is decreasing, which really saves electricity and performance, and the power consumption per 100 kilometers is only 12.5KWh.

Zhilian advanced: upgrade the DiLink 4.0 intelligent network connection system, the system is smarter, the response is faster, millions of applications can be downloaded at will, and the mobile phone ecology can be simulated without any difficulty; The 8.8-inch full LCD instrument is full of science and technology, with delicate display effect, and the data required for driving can be read clearly and accurately.

Shuxiang upgradeThe whole system has added a relaxing cloud cushion, and the leather fabric adopts a punching scheme, which enhances the intercommunication between the interior of the seat and the outside air flow, ensures the ride comfort and wrapping, and greatly improves the heat dissipation.

Yan Huan Xin: the appearance of black jade blue and the color matching of warm sun brown interior are added, which makes the texture full and highlights the attributes of the family car.

Through five major upgrades, Qin PLUS EV 2023 Champion Edition will surely become a new generation of family car champion!

The rise of the national tide is a strong breakthrough.

The comprehensive and advanced product strength of Qin PLUS EV 2023 Champion Edition not only brings advanced driving experience, but also provides the emotional value that young people cherish and yearn for the most. Opening Qin PLUS EV is an attitude and a way of life: I believe that Qin PLUS EV2023 Champion Edition will soon become the champion of a new generation of family cars and the first choice for Shijiazhuang car buyers!

After a hundred years of change, the tide of the country has risen. Value leads, subverting fuel! At the historical node where new energy gradually replaces fuel vehicles, Qin PLUS EV2023 Champion Edition is launching a general attack, helping China brand to continuously regain our own right to speak and completely subvert fuel!