Written by Po
In the past year, ** has brought us great surprises, and the strong growth momentum has made people see the hope of China's industrial upgrading. In terms of overall data, in 2023, China's automobile production and sales will exceed 30 million units, and it will achieve a historic breakthrough in exports. It is worth mentioning that in 2023, China's automobile exports will be 4.91 million units, a year-on-year increase of 579%, surpassing Japan to become the world's largest exporter of automobiles for the first time. Moreover, with the popularity of Chinese automobiles overseas, China's intelligent driving solutions have also begun to go abroad and seize overseas markets.
In the past few years, consumers' cognition and aesthetics have gradually improved, "color TV refrigerators, large sofas, wheels and headlights with long wheelbase", which can no longer meet the needs of consumers, and car companies without core technology will have a harder time surviving in 2024. As the ceiling of new energy technology, "intelligent driving" will undoubtedly become the biggest core selling point in 2024.
According to Bao, starting from 2023, more than 10 autonomous driving companies have revealed or exposed their plans to go public, including WeRide Zhixing, Zhixing Technology, Ruqi Travel, Saimu Technology, Suteng Juchuang, Black Sesame Intelligence, Horizon, Zongmu Technology, etc. Among them, Zhixing Technology was successfully listed last year.
Of course, behind the boom of capital, real products have more market appeal. For example, the M-series intelligent driving version jointly created by Huawei and Celis has begun to be upgraded to OTA one after another, which can realize high-level intelligent driving in urban areas without relying on high-precision maps across the country. During the Spring Festival, Yu Chengdong personally measured the M9, and once again attracted the spotlight to intelligent driving.
In terms of sales, Wenjie has achieved a breakthrough with its strength, and in January 2024, it will win by 3With a monthly sales volume of 30,000 units, it won the position of the monthly sales champion of the new forces for the first time. Li Auto, as the "king" in 2023, will take 3Sales of 120,000 units followed. In fact, not only Huawei, but also many domestic car companies also have their own characteristics or breakthroughs.
For example, Great Wall Motors has developed its full-stack intelligent driving system, Coffee Pilot, which has more than 20 models as a whole, and the cumulative mileage of user-assisted driving has exceeded 50 million kilometers. ZEEKR's "Vast Intelligent Driving" system can provide the industry's most down-to-earth intelligent parking - fingertip parking, which can realize intelligent parking by manually dragging the location of the virtual car model; Changan's AVATR users have accumulated more than 44 million kilometers of intelligent driving mileage, and the intelligent parking assistance has been called more than 4.7 million times, with an average of more than 10,000 calls per day.
Bao also often uses intelligent driving functions, and there is a feeling that the automobile has become an industry with the highest technology content, and electrification and intelligence are the general trend. With the rapid iteration of intelligent driving technology, intelligent driving functions may become a key factor in driving sales growth in the future.