In response to the "Fudge" theory, 12 new car makers responded in this way

In the face of the “Fudge” theory, 12 new car makers responded by responding respectively. A picture of the “New energy, new car building, and recognizing that I lost” picture was circulated on the WeChat circle of friends a few days ago. Listed 49 car marks for “new carmakers”.

The vast majority of people do not realize half of them. For example, Ma Jun, a professor of the Institute of Automotive Design and Design of Tongji University, said at the 10th China Auto Blue Book Forum that he only recognized more than 20 people.

Although there are 49 hybrids in the midst of this series, there are no shortages of low-speed electric vehicles and vehicles that have already exited the automakers industry, but they can also show that the new vehicle builders are surging in China.

These new companies are accompanied by a lot of controversy, such as Li Shufu publicly stated during the Beijing Auto Show: "Internet companies are building cars all day long and they are ignoring the people."

There are also insider evaluation of the new forces car map: "Don't believe, no more than two homes after two years."

At the 10th China Auto Blue Book Forum held on May 11 and 12, there were 13 representatives of new carmakers who participated in the event. They were: Car and home founder, chairman and CEO Li Xiang, and future car chairman Lu Qun. , Founder and CEO of Singularity Motors Shen Haijun, Chairman and CEO of Electric Café, Zhang Hailiang, Co-founder of Ai Chi Automobile, President Fu Qiang, Co-Founder and President of GreenChip Wang Xiangyin, President of Hezhong New Energy Vehicles, Zhang Yong, Art Executive Automotive CEO, founder of Sino Nord, Sun Xueyi, founder and chairman of Zero Motors Zhu Jiangming, chairman and chief executive officer of Celin Motors Wang Xiaolin, vice president of SFMotors Xu Lin, director and general manager of Yundu New Energy Vehicle Liu Xinwen, Weilai Capital Partners and Investment Committee member Zhang Junyi.

In addition to Zhang Junyi’s investment in Weilai Capital, the other 12 guests are the founders, the helmsman or the actual operators of the new vehicle builders. What are their justifications for the recent controversy? What do they think about the fate of themselves and other new car builders?

We have compiled these 12 speakers' speeches on the forum as follows.

Car and home founder, chairman and CEO Li Xiang:

I think that most of them are not reliable. To say that more than 90% of them are not reliable, this is a certainty. Therefore, what Li Shufu said is correct, and certainly the vast majority do not fly. Internet thinking is also not suitable. It is also true for cars. Many people think that selling cars does not make money, relying on software behind them to make money, nonsense, you sell a car is equivalent to selling three or four hundred millet phone, and in the end you just make a Millet mobile software money, your brain water it? So I said it was true.

But I think that the new car forces that can surely come out will perform very well, just like these phones have never made mobile phones, and in the end the industry is the same as the top few players.

This time, the Beijing Auto Show has proved very well what consumers really want. What consumers really want to buy is a smart electric car, not an electric car. This is a clear trend. Just like consumers want to buy smart phones, not big-screen, touch-screen mobile phones. Consumers are not stupid, especially middle and high-end consumers. He knows what intelligence is and what intelligence means. It is only that the development in this area was too weak and weak to be incredible.

One of our explorations of travel is that I can see the biggest change in technology for this industry and for our lives. We think traffic is actually the third. The first change in technology is traffic, 2G, 3G, 4G. , Our bandwidth costs are getting lower and the experience is getting better and better. So we have companies like Facebook, Baidu, and Google. The second is financial traffic. From VISA to the back of the mobile phone payment, the efficiency of our transfer to a bank has increased by several hundred times, thousands of times, so we have Ali, U.S. group, and such drops. Products have changed our lives. The big problem today is the high cost and inefficiency of transportation. So I said that one of the biggest implications of technology is that it can change the cost of transportation.

Actually, an easy algorithm today is that the cost of an express train is about 3 blocks per kilometer. There is 1 block 5 which is the comprehensive cost of the vehicle, including fuel money, depreciation, and about 1 block is the cost of the driver. This fee is very high. High. When we first started this business, we thought of a problem and said how we can make customized travel products so that the cost can be effectively reduced. So I made the SEV that we do, and use it on a time-shared lease. The approximate cost per kilometer is a block of two renminbi, which is very attractive to the market because we were measuring almost all of the mini- Electric vehicles, if they can go to 60-80 kilometers a day, are actually between two blocks of five to three per kilometer, so this is a huge decline.

When we talked with us about how SEVs can cooperate overseas, we talked about whether it is possible to reduce the cost of car ownership. We include whether we can use a 400-kilometre electric car to reduce the cost per kilometer. We carefully analyzed that the cost per kilometer can be reduced by 6 hair, because you use 400 kilometers of electric vehicles, in fact, the battery life and its doubled than 300 kilometers, from a charge of two times a day into a charge. Including whether the car can do a better experience, is not the cost of the car do not have to consider these 2C things, only to consider sharing, those spare parts cut off, we find out so, then the car is not very In the early days, we must be prepared for the future driverlessness.

We have found that relying on this kind of tailor-made special network vehicle, including behind the automatic driving, will find that in fact, the cost of three pieces of the future will have the opportunity to drop to less than one, even if the car to do a good job can be reduced to 5 hair, 6 hairs, and experience better, more accurate point A to point B, the car is a complete hole, like the sad things happened two days ago to avoid as much as possible and the least happening, I think this is One change we think about this industry is only that this change in SEV is an exploration for us. It is how to reduce the cost per kilometer, how to improve the experience, and how to become safer. So I think we didn't do anything wrong and do it very well.

The future car chairman Lu Qun:

The word "promising" is native, and the English name of the future car is the qiantu of Hanyu Pinyin. Some people say that you are too terrified and too generous, and we think it's just that China's stuff is not Nothing foreign is necessary for me to wear a coat of foreign style.

I often hear a word saying, “The world is marvellously fast, but it is not broken.” It seems that everyone is a martial arts master. Every time I hear this sentence, I say to myself: Are you all Jin Yong? Too much? It's not always fast to do products and technologies. It's not faster to do a brand. If you want to use a fast method to do a brand, then it's not a brand. I really want to ask Tong Ren Tang about which thing is to stand by, which one Is the matter formed quickly?

Why do you want to do this in the end? We do not act in a posture of a challenger, subversive, and rebel, and we ourselves have been in the traditional automotive industry for 30 years. The automotive industry has reached 130 years today. With some new technologies, some new possibilities are emerging. Some new consumption patterns and new consumer groups have also brought new possibilities. These new possibilities have opened up opportunities for us. Want to try it.

When it comes to consumption escalation, consumption upgrade is not an upgrade of the original car, but an expansion to break his original consumption boundary. The experience that he dared not want to dare to do or feel could not be achieved, we provide him with To. The sports car is a breakthrough, breaking the border.

Therefore, the future of the brand is to provide driving pleasure to specific progressives on the basis of good products. This is our brand value. We are focusing on this subdivided crowd, subdividing the market and digging it out as a new brand to do it. This is our idea.

Singularity Auto Founder and CEO Shen Haijun:

Today's situation is much better than the conditions when Geely and Great Wall private enterprises that were earlier than we were trying to challenge a car such a large industry, and the degree of acceptance of users is very high. We have no reason not to go in this situation. Do this well.

There is no distinction between old and new in making cars. The difference lies in what products you make. This is a distinction. There is a difference in your attitude towards building a car.

To build a car, after all, are we building a smart car, building an AI car or making a non-AI car? This is a distinction. If you are still competing in the traditional field, I think the odds are very small.

Just as Dr. Jia Ke spoke very well, he was sympathetic to the fact that the car makers and the non-destructive car makers. The attitude and method of singularity building a car is still very resolute, very good, is a serious car maker, this camp is not particularly large, may not reach half.

How to go to make money? Our company has a saying called "respecting traditions and making bold innovations." You have to be respectful of traditions. You really need to design each part and communicate with your suppliers. We used to pay huge amounts of money in the past. Hard work.

We do not have good places in some areas. For example, in the manufacturing industry, we are starting to build factories again. The challenge for a new company is enormous. Our strengths are synergy in all aspects, from hardware to software independent research and development, from the future operation of the car, operating capability is also an advantage for us. To maximize our advantage, we try to cooperate with partners and colleagues on other levels as much as possible.

Chairman and CEO of Electric Café, Zhang Hailiang:

As a start-up company, how do we build a good car and how can we meet consumers' preferences? This is an anxiety that we will face every day. Anxiety may be a very good motivating force for us to continue to produce dreams.

If an ideal car is made under the existing circumstances, I feel that the three aspects are the most important: the first quality, including performance, reliability, etc., must be done to the extreme. The second one is the value and style, including the interior and exterior. The third one is to make some interesting elements in the car because it is also a life scene after all, such as your internet application, including your comfort and so on.

If we talk a little bit farther to do a car, I want to define it in another way, because the car itself is a solution to travel problems, and travel is very troublesome. For example, if you want to move, you may Constrained by the space in the car, many scenes in daily life cannot be duplicated and cannot be achieved. In the ideal case, travel is only a solution to your movement and does not affect any other aspects of your life. .

In this case, the car itself is not a car. It may be part of the bedroom in your home. You can enjoy all the enjoyment in your home. This angle car may be a part of a scene of life, for example, and the movement of the car itself may be solved.

I think the ideal car should be, this car helped me to realize the movement, but it will not affect other aspects of my life. It means that I am sitting in the car and it is part of my life. If I work hard in this direction, I think this car will Do your best.

Ai Chi Motor Co-founder and President Fu Qiang:

Each phase has different issues at each stage. For a startup company, whether it is our industry or all industries, it is basically a process: from the very beginning to form this team, to find money, to turn money into things. , Turn things into money, and finally the money you become money don't let people come back, these things. The problems that people face at each stage in different stages of development are different.

The industry is pursuing extreme personalization, but in fact the auto industry has come to an end following this path. There is no way to satisfy the individual needs of consumers while at the same time enabling large-scale production and controlling costs. Both are There are contradictions. But I have never seen it. I think this is a solution. Why? Because of intelligence, it gives us the intelligence that we can see on the product side. It is automatic driving or unmanned vehicles.

What kind of car will the future be like? In both cases, the first case is pure sharing. The car is a means of production and belongs to the means of delivery. It has nothing to do with personal needs. In the other category, cars are still private consumer goods. I think it needs to be separated, the carrying part is shared, and personal space needs to be personalized. In the future, the carrying part can be integrated with the smart city. No parking is needed. Just put the place where we have the small house. At any time, we can connect him and pull you to another place.

GreenChip Co-founder and President Wang Xiangyin:

The auto market will not grow forever and indefinitely, and this mode of ownership will gradually be replaced by sharing and sharing, which means that the future automobile market will be owned, shared and shared. In the three modes, I think the requirements for the ideal car he needs are not the same.

If there is a car I need when he will come, I will continue to do the entertainment and the office work on the road. When I reach the destination, you will leave. In this case, I will not have a car. Share a car on the line. If it is a shared car, as a specific point of view, that is, we do new energy vehicles, I think there are a few microscopic points that we may not be the same place with the traditional car.

The first is the power module, which is "three powers." The second one is network connection function. The third, intelligent interaction capabilities. Fourth, automatic driving. The previous scene is actually an auto-driving description that shows a fuller model. If these functions are added, I think that as a car, we can meet our needs microscopically. So I said that the ideal is to think of the ideal product in the sharing model.

Zhang Yong, president of Hezhong New Energy Automotive:

After looking at the past 20 years and seeing the popularization and application of driverless technology, the future travel scenario may be to purchase services. There is no need to own a car. Maybe I want to go from point A to point B. Then there may be no APP. Order a car online to pick you up at your door.

Maybe I can have a meeting in the car. Maybe I can make some video communication with my family and children. Maybe I can watch a movie. Maybe I can do other work, make a meeting, so in the future this kind of scene, the vehicle first It's just part of the trip service, not all.

The second point of view may be that personalization will have higher demand for vehicles in future travel scenarios. I just simply traveled. I was not sleeping in the car. I might open one for 1 hour and 2 hours. Maybe this car is for the conference system. So I think that the future car must be an intelligent and personalized tool system for such a vehicle, but it is just the mass we imagined in the future must be a homogeneous, homogeneous vehicle.

An ideal car is viewed in stages. The current stage needs to be safe, good-looking, good-looking, and fun. This is enough. Second, the ideal car needs to be divided into different groups. Like Sun Xuejun, his understanding of products is not the same. Her requirements for vehicles are also different. Therefore, an ideal car is divided into people. , look at the time period. In addition, Hezhong Automotive's definition of an ideal car, if we set our own target as 8.0, we think we only have 2.0, 3.0, so there is still a long way to go, we have a lot of Things to do.

Yixing Automobile CEO and founder of Sino Nord

As far as the Chinese auto industry is concerned, we do not feel the greatest anxiety in our vehicle development, auto manufacturing, supply chain, etc. Where is the biggest anxiety? China's current users have already experienced a high level of experience. Under the entire environment of China's economic development, consumers are demanding food, clothing, housing, and transportation in the design environment.

In this direction of the entire user, the demand for this trend, our anxiety is that we can not fully meet the user's spiritual needs, use needs, pleasure needs, psychological needs and so on. Can not underestimate the Chinese users, now more and more middle class, their demand for design and art has been very high, this is our anxiety.

The Van Gogh brand of our Art Detroit car, the front LOGO is handwritten by Van Gogh, and this product fulfills some of our ideals. How do you call it part of the implementation? First of all, we want him to have such a foundational goal that can be listed as soon as possible. At the same time, we still put the concept of mobile space that we just mentioned, we have to implant it. The entire interior space is a Nordic low-key luxury. The concept of "moving eight cubic meters". Now it is from Northern Europe, we can not other styles, so to extend to the real ideal of our ideals is to say that on such a platform, we according to the different life scenarios of the user, we make a lot of different modular Style, different functional products to customers.

Zero Running Auto Founder and Chairman Zhu Jiangming:

The choice of this matter must have been well thought out. Electric vehicles are still very different from traditional cars. Utilizing some of our original strengths, we may be able to pull out a world with more innovations and some of our original car companies can To carry out PK, to promote the development of this industry, this is our original intention to enter the industry.

(Compared with traditional car companies) There are different models. Many of our core parts and components are self-developed. Because we are traditionally engaged in the security industry, doing security industry, we do a lot of core parts of electronic products. Designs, including things like interconnected systems, power systems, smart driving systems, etc., have some differences.

We used to do Dahua. We have 25 years of experience in the electronics manufacturing industry. We also fully consider the difficulty of this product. We have introduced a lot of talents and introduced many systems. We used to do electronic research and development. The system of manufacturing is based on the automobile manufacturing system. Through a series of measures, I believe that we can use our accumulated accumulation of talents, add some talents from the original manufacturing industry, add some talented people to the car, and add innovative thinking. Because any enterprise, first of all, it is necessary to do a good job of the product. Only if the product is good can there be a market.

Entering a new force is first compared with traditional companies such as SAIC and GAC. They have good funds, good users, and good brands. We want to talk to them more than just eggs. I think that the new forces of the constructors only have innovation, and only continuous innovation can run ahead of others. Only then can you become bigger. The car is indeed a long-distance running. We have always considered this to be a comparison of stamina, which takes 10 years. 20 years to accomplish a business.

Wang Linlin, Chairman and CEO of Celin Motors:

I think that in terms of products, whether it is new construction forces or traditional construction forces, we must first of all define what we are doing and what we are doing is the automobile. The car cannot leave its chassis, body, control, power, and new energy. The only difference is the power of the car, which is electric. The other aspects are the same.

In the process of making a car, if there is no point in avoiding safety and avoiding any new power or any new things by avoiding the cruising range, only by solving these two problems, the anxiety of safety and mileage, we Talk about cost-effectiveness, use price, purchase price again, talk about smart interconnection again, only the car consumer that makes on this level will pay.

When we do each car, we have to think that if you make this car to explain to each consumer why buy this car, this will fail. The car you make is what consumers want. I always wanted such a product. Today, such a depot has made such a product.

The license is not an issue of my anxiety. What I am more anxious about is how the product is made to pay for the consumer. Comparing with the big traditional motorist forces, we have no chance of trial and error. The first product must be successful. Mercedes-Benz, Volkswagen out of a product is not successful does not matter, there are numerous products can be on top. The first product that we enter into China must do well and allow consumers to pay for it.

Just wanting to talk about the cost performance, Li also wants to pursue the same value in our product range. In 2005, Sylvan entered China's 12 million yuan car, Ferrari was 3 million yuan, so it was a niche, there was no market, we reduced to the public this year, the same with hundreds of thousands of prices for everyone to enjoy the performance of Ferrari, This is our core competitiveness.

Xu Lin, vice president of SFMotors:

Are we considering new energy vehicles, smart cars, and new energy vehicles that users need? Is it a car? I think this is a question that our new energy vehicle makers must think deeply about.

In terms of new energy vehicles, we have done a lot of in-depth research and development work in terms of technology, especially smart driving, driving in the “triple power” system, and the safety of the entire vehicle. We have also pooled global resources and advantages. The localization of several R & D team to build new energy vehicles. We also build an intelligent network-linked system in conjunction with the relevant Internet in China, so that our entire vehicle has considerable depth and strength in the “four modernizations”.

There is no license anxiety for SFMotors because SFMotors has production bases in the United States and China. In the United States, we have purchased the AM General factory in the United States. This factory has 50,000 units of production capacity, while in China’s Chongqing, Jinkang New Energy Automobile Company We also obtained the country’s eighth license, so we said that we have no concerns about licenses.

Actually, my understanding of the license for new energy vehicles, whether it is a licensed or OEM contract, is just two options for the development of a market at this stage. Enterprises without new licenses for new energy vehicles can give them the same advantages as traditional auto companies. Cooperate and learn from them the experience of traditional car manufacturing. At the same time, we are also willing to open up the industry from the perspective of manufacturing sharing and open technology.

Yundu New Energy Automotive Director and General Manager Liu Xinwen:

It is hoped that the batons of the policy will be avoided as often as possible, because adjustments are made too often, from a 10% annual return to a 20% annual return, and the annual retirement rate is now increasing. It is normal for the state to make some adjustments according to the situation. However, it is very difficult for the technology to keep up. I believe that the new energy vehicles will have a deep understanding and everybody is doing very hard.

Secondly, our policy is to avoid as many as possible a single-handed bridge and to drive all the car companies up to the high life route like chasing sheep. Everyone wants to recall that in 2016 or even 2017, new energy sources were on the market. The most important models of cars are in 150, 200 kilometers, up to 250 kilometers, and there are few cars over 300km.

But we can wait and see. After June this year, 150, 200, and 250 kilometers of cars will almost disappear. Is it really the market that does not need these cars? This is not the case at all, because the baton of the policy allows everyone to pursue high life. Of course, the improvement of energy is a pursuit of technology. Nothing is wrong with it. I think I also agree with it. But all go to a high battery life, it is actually very dangerous, because two years will have to retreat, and the high life of the car Not only did the subsidy not fall, but it increased. Two years later, this cliff will be even more terrifying.

In earlier years, we had a consensus that pure electric power was suitable for urban development and urban travel, while hybrid power was suitable for medium and long distance use. Now all go long mileage, so that those cars, cars for the city also have to carry a lot of battery packs to run, wasting too much money.

I hope to maintain a healthy and steady development of the new energy automobile industry. It is best that there will be another one, two or two years of subsidy support after 2020. Of course, state subsidies do not require local subsidies and can be less. However, I think it is necessary to support another period of time.

Second, the points policy really needs to have some details as soon as possible. It is unclear who to trade, how to trade, and how much money to trade with. Now everyone will count, but in the end, how much is the value of this point, and how will it be counted in the income statement? ? What is the price of the car? I can't get a piece of it now. Some of them are 10,000, some are 8,000, some are 5,000, and some are a few hundred. The pricing of a deal or the rules of a deal should be introduced as soon as possible.

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