The topic is too big, choose a few control groups to talk about.
Foreign markets:Most of the market is still dominated by oil vehicles. The slogans of carbon neutrality and banning the sale of fuel vehicles are still there, but the body is also very honest. Moreover,The traditional carrier, which is mainly fueled and hybrid, has once again reached a record high in revenue and profit。IT IS INTERESTING.
Domestic Market:Really change lanes and overtake. Although the stock market is still dominated by fuel vehicles, new cars are embarrassed to come out and say hello without electricity. Consumers' consumption Xi seem to have really changed.
One may still be waiting, and the other has iterated for a few rounds.
It's interesting, and I'm looking forward to the next evolution.
Own brand
In new energy brands or models, there is more and more confidence. Regardless of the product or the technology.
The product power is in the era of a hundred flowers, regardless of the pain points, itchy points or even the needs of hard creation. All are moving forward with all their might, doing their best to please users. To be honest, the auto market hasn't seen this for a long time.
technology, even more not afraid to show muscles. Every time I am embarrassed to develop a conference. Under the premise of new energy basic scientific research, each company has a certain amount of engineering innovation. And it does have some curative effects. To be honest, I'm quite proud.
Joint venture brand
It's been slowly startedReverse joint venturetimes.
Some joint ventures are already asking their Chinese parent companies for new energy models.
Like Xpeng, Volkswagen, and Stellantis are leading, they are all premium acquisitions. The new energy technology of Chinese car companies is very valuable.
Imported brands
In addition to the inherent consumption concept and group very fixed niche cars, luxury cars.
Most of the brands that only have import channels, but take the mainstream route of the masses, are gradually retreating.
In the future, this trend should be more pronounced.
One side is majestic and high-spirited, the other side still has strategic depth, and the other side has greatly shrunk the front.Well, in every automobile powerhouse, the market share of independent brands will not be low. Entering the elimination stage, vulnerability: new forces, private enterprises, national teams.
The strength of new energy: probably not too much.
The possibility of running out: private enterprises, new forces, national teams.
In the end, there may be only one or two new forces that may come out.
In private enterprises: at least two.
Inside the national team: up to two.
It can run out of the new energy market last. It should be a collection:
The zero-return thinking of new forces, the car-making experience of private enterprises, and the strong foundation of the national team are car companies.It's not about a three-way joint venture. It means that in terms of qualities, it is possible to combine these three qualities.
It has entered the knockout stage, and car companies are also in the stage of K-type differentiation.
The same is true for the new energy vehicle market.
In the future, there may be a few heads left, and then there will be no 2 lines, no 3 lines.
There are only those car companies that only make niche cars.
However, in the new energy era, cars are still an ascetic.
It should be a few more tragic years, and cash cows like Toyota and Volkswagen will appear in the new energy era.
Tier 1 cities: It's a Xi thing to see green cards, as if it's always been like this. The penetration rate is also the highest. There are reasons for license policies, reasons for consumption power, and reasons for consumption concepts.
Second- and third-tier cities: between to be or not to be. There is no mandatory license policy, but there will be guided preferential policies. In fact, second- and third-tier cities are the real touchstone for new energy vehicles.
18th tier cities: If you buy it, you will buy it, and if you don't buy it, you won't buy it. On the contrary, it is a relatively pure market. The county seat, in fact, is quite straightforward.
And, is there a new energy vehicle company? From the first line to the 18th line, dumplings were wrapped.
It seems that there is.
OK, that's it.