This time, mainly based on the group chat, the main thing is that the electric car companies that have mushroomed like this will not be as good as Guanzhi. From the perspective of finishing, there are indeed a lot of new players. We can distinguish between Internet investment, manufacturing & design company investment, local ZF through personal or business investment, and (lithium/lead acid) battery companies. hit.
Internet investment dominates: mainly the Internet companies want the car to enter the car companies do not give, so they took up their sleeves and spent some money. Such as LeTV, Weilai Auto, Zhiyou Youxing, Chehejia, Xiaopeng Automobile, Weimar Automobile, SAIC Ali
Manufacturing & Design Company Investment Leadership: Tongji Tongjie, Great Wall Huaguan, Harmony Automobile, Fengxiang Automobile
Local leadership: Fujian Yunchi, there are more, not easy to enumerate, mainly a trend. The economy is down, the provinces that have no cars have to do something to do the car,
Mini-cars: New Ocean, Yujie, Time and Space Electric, Lions Technology, and Polyfluoride. These are in fact highly overlapping with the previous category. In some cases, China’s affairs are not allowed to be reduced by a single company.
The main process of our group chat is mainly to explore the situation of Weilai Automobile through enumeration. We have listed the possibility of being associated with the majority shareholder and minority shareholder of Weilai Automobile:
1) A large amount of funds: the main consideration is the financing ability of Jingdong [established]
2) Business platform (selling cars): You can sell cars through Jingdong. [Not established] It is mainly considered that Chinese users have not accepted the experience of getting off the order and then buying a car.
3) Business platform (accessories): You can use the Jingdong accessories system to achieve greater advantages in the after-sales field. If you send it directly, you will send an O2O technician to repair and maintain it. By the way, you can take Jingdong's logistics vehicle. [] established
4) Logistics platform (send and collect): Considering the combination of online delivery and vehicles, and the logistics platform after the vehicle can not be repaired [not established] consumers will be guilty of such large-scale distribution in the short term, so The Tesla&apple experience store model is still the easiest to satisfy consumers.
5) Quality customer + boss endorsement: Demonstration effect of high-end customers, the boss opened the director to test one each, and the relevant circles each tried it to a [established]
6) Vehicle fitting market super running + seven large SUVs [established]
6.1 Super Run: The estimated number of discussions is between 0 and 500. By learning the Roadster model, the “X†grid is created, and the number of vehicles in the first batch is controlled.
6.2 SUV: According to the news, it should be a large seven-seat pure electric SUV with a planned power of 77kwh and a VDA battery of 52Ah. The problem with this car is that the price of SUVs made in China has gone to 8~9W, and the price difference of pure electricity is not so good. Estimated quantity (5000 to 10000)
7) Try to use in logistics: open a large seven-seat SUV to deliver [not established]
8) JD Finance provides loan services to customers: reducing the threshold for customer purchase through financial services [establishment], white bar level ability
9) Diversification of operating modes: renting cars, time-sharing, digesting vehicles and avoiding quality problems and ownership issues [established]
10) Auto insurance & maintenance: This is a big one, making it easier for the first batch of users to experience the cost savings in the later period.
Others have also talked a lot about the fun things, mainly focused on:
For the Jiang Jianghuai willing to OEM: guess there are two points, the direction is
The 10 billion fund accounts for a large part of the investment and transformation of the production line for all-aluminum body. Through the fund, Jianghuai itself can also obtain the future lightweight technical reserve.
Jianghuai can get cash from every car manufacturing
Supply Chain Management: According to the current number of 200+ people, the entire procurement and SQE can be saved. In this regard, 55, Weilai is to build a complete quality system to be investigated.
Vehicle manufacturing QE: This reserve layout in Shanghai is estimated to accelerate with fixed points.
Supplier Quality SQE: This piece should have been completed according to the recruitment situation.
Process system: Experts and consulting companies that have already been in contact with the company
Cost control: With the price of Model 3 down, the price of the original Model S is really hot.
All mold opening and one-time investment should be the investor's natural purchase of 0=â€1
BOM cost can be controlled, it is estimated that it is very difficult
Core parts such as batteries, it is still difficult to build 77kwh batteries
Next is some of my personal views from the product level, we can compare RAV4EV and model S:
1) Model S
2) RAV4 EV
Basically, guess that the two cars should share the powertrain system.
Battery system selection should not copy the cylindrical route
The possibility of using a square shell is the biggest, and the supplier should reduce it to a Samsung in Korea + a domestic one to do ternary
The following price is 2,500 yuan / kwh, may not be established in Wei Lai, after all, the forecast of 77kwh market volume is unknown, the specific mold fee is removed once, the price is lowered to 1800RMB/kwh or even lower to 1500RMB/kwh
From the perspective of the entire powertrain, two AC asynchronous motor systems are used to form a four-wheel drive.
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