International Online auto channel News: At 10: 00 am on May 25th, Lin Jie, chief user rights officer of Geely, announced the pre-sale price of SUV disruptor Xingyue L in the form of short video, officially announcing the global pre-sale of Xingyue L in the official applet. This time, two kinds of power models with five configurations were announced, and the pre-sale price range was 148,000 to 188,000 yuan, among which, the Cuiyu magic color suit cost 5,000 yuan, including Cuiyu magic color special car paint+Cuiyu double suede interior+double five-spoke pulse wheels+magic color exclusive car keys. Based on the principle of truly being responsible for users, Xingyue L actively practices the promise of "no need for users to spend more money" in the action of SUV disruptors at Shanghai Auto Show, continues the innovative user experience of "no better than not trying and not selling", and introduces the exclusive rights of pre-sale.

Xingyue l pre-sale price

　　It is reported that the exclusive rights and interests of pre-sale are: 520 yuan deposit is 2,000 yuan; Buy a car at the pre-sale price, and retreat more and make up less after listing; 2-year 7.8% discount value-added repurchase; Up to 7000 yuan replacement subsidy; 36 zero-interest financial subsidies; 20% discount on Cuiyu Magic Color Suit; Blind subscription users also enjoy pre-sale rights.

　　Special note: to book Xingyue L, you need to book through Geely’s official pre-sale applet or official mall to enjoy the above rights and interests; Blind subscription users do not need to re-order, but no longer enjoy the pre-sale 520 deposit deduction rights; Value-preserving repurchase and finance, replacement of rights and interests, 2 out of 3; "More refund and less compensation" means that if the listing price is higher than the pre-sale price, the booking user does not need to make up the difference, and if it is lower than the pre-sale price, the manufacturer will return the difference.

Xingyue l

　　As a new compact SUV model under Geely CMA architecture, Xingyue L inherits the five global genes of "safety, health, intelligence, performance and energy saving" of CMA architecture, showing the powerful strength of SUV disruptors. In the world’s first test a few days ago, Xingyue L competed on the same stage with German Japanese benchmark SUV models. The field measurement of 100-kilometer acceleration in car home was only 7.45s, the field measurement score of 100-kilometer braking user jury was 34.9m, and the field measurement of Elk test in car home was 82km/h, which set a new record. The comprehensive mechanical quality of Xingyue L is ahead of the mainstream SUVs of strong joint venture brands such as Volkswagen Tiguan L, Honda CR-V and Toyota RAV4 Rongfang, with a product value of 300,000. It has the strength and confidence to redefine the highest value standard of compact SUVs and reshape the SUV market structure dominated by strong joint venture brands.

Xingyue l

　　Entering the era of Geely 4.0′ s comprehensive architecture, Xingyue L inherits CMA’s world-class performance and safety genes, and is born strong. In terms of safety, CMA architecture gives Xingyue L the world’s top safety genes and the highest standard of safety technology. Xingyue L has 24 environmental safety sensing sensor components, and its hardware system is equipped with the leading market, which meets the global five-star safety in China, Europe and America, and has nine large-area safety, creating a new safety standard in the digital age.

Xingyue l

　　In terms of performance, Xingyue L inherits the "world champion" driving control gene of CMA architecture, and the whole system is equipped with Drive-E 2.0TD high-performance powertrain, with a maximum power of 175kW and a maximum torque of 350N·m, subverting the compromise between sports and comfort. The braking deviation of 10 feet and 100 kilometers in a row is less than 1m, which brings good braking confidence. At the same time, Xingyue L launched Borgwarner’s latest generation of four-wheel drive technology in the world: the 6th generation Haldex, which greatly improved the performance of four-wheel drive, improved the response speed by 16.7%, and made the transmission more accurate and easier to get out of trouble. Xingyue L’s comprehensive mechanical quality is far superior to that of the same level, comparable to high-value luxury brands.

Xingyue l interior

　　Intelligently, Xingyue L has CMA intelligent evolvable electronic and electrical architecture, which is twice as fast as the mainstream cars in the market, and the data transmission rate is 200 times faster than the world-class architecture. It has a powerful brain and neural network in the industry. It is equipped with super-strong Qualcomm Snapdragon 8155 chip, which supports 5G high-speed network and drives multiple screens with one core. Xingyue L is the world’s first mass-produced global FOTA fuel SUV, which supports the global FOTA online upgrade technology of the whole vehicle. At the same time, it is also equipped with a new generation of intelligent digital system, AR-HUD reality augmented head-up display, 5G-AVP 1km unmanned parking system and other leading intelligent technologies.

　　In terms of health, Xingyue L has fully popularized all-round health vehicles, equipped with CN95 air conditioning filter +AQS air purification, PM2.5 monitoring and protection, fresh air system and G-clean scenario mode. In addition, the body size of Xingyue L subverts the traditional size of compact SUV, with a wheelbase of 2845mm, and the body size completely exceeds the level of joint venture brand SUV at the same level.

Xingyue l interior

　　In order to practice the promise of "SUV subversive action", "all good technologies are used on Xingyue L without reservation. Let users have a world-class good car that exceeds expectations without paying more costs. "Under the empowerment of CMA Super Matrix, Xingyue L deeply integrates global technology and user needs, and completely surpasses the joint venture brand value without users spending more money. It will lead the times with a subversive attitude.

Xingyue l

　　From the release of "SUV Subversive Action" at Shanghai Auto Show to the first test in the world to implement subversive action, Xingyue L has continuously brought subversion and surprise to the market and consumers with the product value of 300,000 class and the product strength of leading the mainstream SUV of strong joint venture brands. With the release of the pre-sale price, it also means that Xingyue L officially entered the countdown to listing. (Source: Geely Automobile)

The release of Huawei Mate60 series has aroused widespread concern. Although Huawei has not made it clear, many news reports show that Mate60 series will be equipped with Kirin chips. This also shows that Huawei has got rid of US sanctions and returned to the right track. According to blogger @ Factory Director Guan, Huawei P70 series is expected to be released at the end of the quarter of 2024. Although there is no P70 series with Kirin chip, netizens speculate that Huawei P70 series will continue to use Kirin 9000s chip.

In addition, it is said that Huawei’s P70 series video system hardware has made progress, and it has started to use brand-new algorithms. It is expected that this generation of P70 series will bring surprises. The netizen also asked "whether the image algorithm of P70 will be decentralized to Mate60 series", and the blogger replied "No". Huawei P60 series is equipped with a brand-new super light variable main camera, and the physical aperture supports ten-speed adjustment. With the periscope telephoto camera and super wide-angle camera, it can meet various daily shooting needs. Huawei Mate60 is equipped with a super-light-changing main camera, and the physical aperture supports ten-speed adjustment. With a periscope telephoto camera and a super wide-angle camera, it can meet a variety of daily shooting needs.

(reporting)

　　Corporate profits and market share complement each other and play games with each other, and price is the lever.

　　While the price war is in full swing, there is a "price protection tide" in the automobile market. Enterprises such as Ideal, Extreme Krypton, Tengshi, Nezha, Zero Run and so on have recently introduced price protection policies, claiming that they will not reduce prices in the next 90 days or even 120 days. If they reduce prices, the difference will be returned to consumers.

　　However, some experts said that only after the baptism of price war can enterprises become stronger. For enterprises whose sales volume is sideways and declining, it is meaningless to "protect the price". In the end, not only will the sales volume not go up, but it will also waste the market window and hand over the market share to competitors.

　　"Many products of this round of price war diving brand have reached the end of their lives. In the long run, price diving is not the normal state of the industry." Pu Yang, vice president of sales and operation of Weilai, said that the cyclical fluctuation brought by this technological revolution can not be crossed by price war alone, but needs to adhere to brand value. In the long run, the competition among enterprises will return to value creation.

　　On the surface, enterprise competition is the competition of products and prices, but the actual competition is the R&D strength, scale effect and vertical integration ability of enterprises. "Geely does not have to participate in the price war." Gan Jiayue, CEO of Geely Automobile Group, believes that only through technological innovation and management ability improvement, can the price war be transformed into a technical war, a service war and a value war, and continue to create value for users, can we truly have a competitive advantage.

　　With the changes of automobile industry, traditional automobile enterprises need to invest heavily in the fields of electrification, intelligence and networking, and are under the dual pressures of stable operation and transformation and upgrading. Cui Dongshu, Secretary-General of the All-China Passenger Transport Association, said that it is difficult to make money by selling new energy vehicles at present. Many large car companies rely on the profits of fuel vehicles to support the development of new energy vehicles, and most pure new energy vehicle brands are at a loss period. For large car companies, while stabilizing the sales of fuel vehicles, strengthening the technological innovation on the track of new energy vehicles can win the initiative. Fuel vehicles cannot blindly follow up the price reduction of new energy vehicles caused by multiple factors through "suicide price reduction".

　　Moderate downward adjustment of product prices, clearing inventory and properly recovering costs are normal business measures, which are conducive to stimulating consumers’ purchasing demand, but they cannot fall into price wars. In the view of Chen Shihua, deputy secretary-general of China Automobile Association, the price war will not last long, and value for money is the eternal business law.

　　"There are many reasons for this round of short-term promotion. Most of the preferential models introduced by enterprises are long-aged, old or unsalable cars. These models have already had considerable preferential prices before this round of promotion. In order to attract attention, increase customers and exaggerate the price reduction, terminal promotion is easy to mislead consumers, and it is necessary to attach great importance to the negative impact of this phenomenon on the development of the industry. " The China Automobile Association calls for providing positive public opinion guidance for the healthy and sustainable development of the automobile industry and creating a good consumer psychology and market atmosphere. In the process of stabilizing growth and promoting consumption, local governments should also adopt appropriate methods to jointly safeguard market order.

　　Automobile is an industry with large market, high technical content and refined management, and it is also a highly global industry. At present, the world has entered a new period of turbulent change, and the anti-globalization trend of thought and the risk of geopolitical conflict will inevitably affect the development of the industry. At the same time, the automobile industry is in a critical period of transformation and upgrading. The more in this turbulent change and transformation and upgrading, the more local governments and enterprises should maintain their strategic strength, actively maintain market order and supply chain stability in the industrial chain, lead regional and upstream and downstream enterprises, and jointly build a good industrial development ecology.

　　Zhu Huarong, chairman of Changan Automobile, suggested that the state should halve the consumption tax rate of automobiles with a displacement of 2.0L or less in time; Merge the vehicle purchase tax and the vehicle consumption tax, keep one tax, and increase the proportion of local fiscal retention. By reforming the consumption tax and purchase tax, it can not only reduce the burden of consumers to buy cars and expand their consumption, but also help to create a fairer consumption environment, thus guiding the healthy and stable development of the automobile industry. (Economic Daily reporter Yang Zhongyang)

Cctv newsAccording to the website of the Ministry of Industry and Information Technology, in 2022, China’s lithium-ion battery industry adhered to the supply-side structural reform, accelerated technological innovation, transformation and upgrading, and continuously improved the supply capacity of advanced products, maintaining a rapid growth trend as a whole.

First, the output continues to grow rapidly and the industrial scale continues to expand. According to the industry standard announcement, enterprise information and research institutions estimate that in 2022, the national output of lithium-ion batteries reached 750GWh, a year-on-year increase of over 130%, among which the output of energy storage lithium batteries exceeded 100GWh；; The output of cathode materials, cathode materials, separators, electrolytes and other first-order materials for lithium batteries was about 1.85 million tons, 1.4 million tons, 13 billion square meters and 850,000 tons respectively, with year-on-year growth of more than 60%. The scale of the industry was further expanded, and the total output value of the industry exceeded 1.2 trillion yuan.

Second, the application of the industry has been accelerated, and the process of double carbon has been accelerated. In 2022, lithium battery accelerated its rise in the field of new energy vehicles and energy storage fields such as wind energy storage, communication energy storage and household energy storage, and ushered in a growth window. In 2022, the loading capacity of power batteries for new energy vehicles in China was about 295GWh, and the cumulative installed growth rate of energy storage lithium batteries exceeded 130%. In 2022, the total export of lithium batteries in China was 342.65 billion yuan, up 86.7% year-on-year, making positive contributions to the efficient development and utilization of new energy and the green and low-carbon transformation of the global economy and society.

Third, the pace of technological progress has accelerated, and advanced products have emerged one after another. Backbone enterprises speed up the layout around the direction of efficient system integration and super-large capacity batteries, and the energy density of advanced battery products exceeds 250 GWh/kg; Flexible, low-temperature resistant and waterproof new battery products have been successfully applied in winter Olympics equipment; The new generation of information technology and new energy storage products are further integrated, and intelligent liquid cooling technology significantly enhances the thermal management level of energy storage system and reduces the potential safety hazards of the system.

Fourth, the investment enthusiasm of the industry is high, and the whole chain strengthens cooperation. According to incomplete statistics, in 2022, there will be more than 40 battery link planning projects, with a planned total production capacity exceeding 1.2TWh and a planned investment of 430 billion yuan. The price of upstream products fluctuated at a high level, and the price of secondary materials for lithium batteries repeatedly rose and fell. In 2022, the average price of battery-grade lithium carbonate and battery-grade lithium hydroxide (micropowder grade) reached 481,000 yuan/ton and 464,000 yuan/ton respectively. Lithium battery enterprises strengthen the cooperation between the upstream and downstream of the industrial chain through various forms such as investing in shares, signing long-term orders and joint research.

The new generation BYD Tang was officially launched in June this year, and the new car provided fuel version and plug-in hybrid version in advance. Recently, we obtained the declaration information of its pure electric version from the Ministry of Industry and Information Technology, and the new car is expected to be officially launched in December this year. Appearance, the pure electric version of Tang continues the design of a new generation of Tang, and adopts the latest Dragon Face design language of the family. Different from the chrome-plated transverse front face of the fuel version/plug-in hybrid version, the front grille of the pure electric version is lattice-filled, and the chrome trim strips running through the "Tang" LOGO extend above the LED headlights on both sides.

According to the application information, the suspended roof of the car body is optional, and the double five-spoke shape with outstanding visual effect is provided. The rear taillights are designed with through taillights integrated with LED light source.

In terms of interior, the new car is expected to be consistent with the new Tang fuel version/plug-in hybrid version that has been listed. The rotatable central control large screen is the biggest highlight in the car. It is reported that in the future, the Tang pure electric version will provide 5 seats /7 seats, of which 7 seats are expected to adopt the layout of "2+3+2".

In terms of power, Tangchun electric version will be equipped with a permanent magnet synchronous motor with the model "BYD-2018 TZ-XS-A/BYD-2018 TZ-XS-B". It is estimated that the acceleration time of 100 kilometers will be within 4.5 seconds, and the comprehensive cruising range will exceed 500km.

　　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.

　　

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.

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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Recently, the car announced that,
(
get away
) The car was officially rolled off the assembly line. The car has been put on sale at this year’s Shanghai Auto Show. There are three models with 52km and 112km pure battery life, and the price range is 189.8-21.68 million yuan. According to the official introduction, as a new derivative version of the Tang family, the comprehensive fuel consumption of new cars equipped with the new DM-i plug-in system will be as low as 5.3(5.5)L/100km.

After several months of fermentation, we should already be familiar with the Tang DM-i, which is a brand-new high-end SUV model on the MD-i platform. The internal and external design and the cash Tang,
-P Similar, the family-style Dragon Face design language is still fashionable and avant-garde, and the design elements such as blue-eyed LED headlights, penetrating taillights and the "Build Your Dreams" logo at the tail are highly recognizable.

In terms of size, the "measurements" of 4870/1950/1725mm and the wheelbase of 2820mm also fully established its status as a luxury seven-seat SUV, and the 20-inch thin banner wheel hub and blackened components surrounded by the front and rear further highlighted the dynamic temperament.

In the interior part, the central control layout is still a familiar family-style design idea. Symbolic elements such as two-spoke steering wheel, full LCD instrument panel, rotatable central control panel and electronic shift lever are all reflected, and vertically arranged air conditioning outlets are also very distinctive.

In the power system, the new car is equipped with BYD’s newly developed DM-i super hybrid system, which consists of a 1.5T hybrid engine (Miller cycle, variable cross-section turbine, 350Bar direct injection, electric drive compressor, electric drive oil pump/water pump), two off-axis dual motors and EHS electromechanical coupling mechanism. Among them, the maximum power of the engine is 102kW, and the front axle motor can output an additional power of 145kW or 160kW. The 0-100km/h acceleration time of EHS160 version is 8.5 seconds.

As a plug-in hybrid car, the new car is also equipped with blade batteries with capacities of 9.98kWh and 112kWh respectively, and its pure electric cruising range is 52km and 112km respectively. According to official data, the overall fuel consumption of the vehicle is only 5.3L/100km and 5.5L/100km； without charging at all. The NEDC cruising range of a new car with full fuel and electricity can reach 1010km and 1050km, which is significantly ahead of all pure fuel vehicles or pure electric vehicles.