Text karakush dedee
"Suffocation".
1.**The war has entered the 798 era, and the glory version has been devastated. On February 18, Wang Chuanfu said that "the development of new energy vehicles will only run faster and faster, and will not give us the opportunity to stop, slow down and take a breath"; On February 19, BYD backhanded to choke everyone's opportunity to catch their breath and led the first shot of price reduction. Referring to last year's Champion Edition breeding event, various glory editions are on the way.
2.Take 7The 980,000 yuan Qin plus is the anchor point, and the A-class family sedan has entered the 70,000 level. Changan Qiyuan A05, Wuling Starlight, and Geely Emgrand have followed up, and the next turn should be Chery Fengyun A8. In terms of joint ventures, Elantra and Valeant Pro have ended, and Sylphy, Lavida, Suteng, and Corolla must have a drop.
3.Online ride-hailing platforms have relaxed the registration threshold.
4.** Battles affect all segments.
5.BBA executives complain and complain, the price must be reduced, and the pile of material must be piled up. The more you scold, the more you fall, the more you fall, the more you pile up.
6.Price cuts stimulate currency holding, and ultimately stimulate consumption. Competitive barriers such as operation, product positioning, etc., which are traditionally emphasized, are no longer so effective, and only price reductions are the most effective.
7.Whether it will hit 598 depends on BYD, the 70,000-level Qin plus is far ahead, and the 70,000-level seagull is embarrassed. There is not much room for concessions below 100,000 yuan, and further price and quantity are further cut, and the system and pockets are spelled.
8.Rusty? I only blame myself for not taking good care of it."
9.The annual sales completion rate as a whole is still not too high. There is less porridge, and although the monks are decreasing, they are eating more than last year - the problem is that most car companies did not reach the set goals last year.
10.Marginal miscellaneous cards ushered in the catastrophe. **The battle is on the floor, no matter whether to follow or not, how much, consumers tend to be the head brand, and miscellaneous brands are struggling. The price reduction is ruthless enough, and the operation is under pressure; Not enough down, no business.
11.When does the battle end? When Dizi was tired. Unfortunately, according to the performance forecast, last year's profit may reach 29 billion to 31 billion yuan, an increase of 7446%-86.49%。Blood thickness.
12.If you have to add a period, BYD's market share reaches 20%. This is the largest share in the history of a single brand under the normal state of full competition in China's auto market, which was previously completed by the combined efforts of North and South Volkswagen. "First" is the most important, more important than "together"! The share of oil vehicles has become a commanding height.
13.Based on the market capacity of 20 million passenger cars, BYD has more than 4 million for the whole year. Compared with the growth of the previous year, it was not optimistic about it, but now it may not be possible.
14.BYD's share price is back to 300! Unlikely. 200 bar, 200.
15.If anyone can suppress BYD, it can only be another independent leader. In January, Geely's overall sales surpassed BYD with oil vehicles + new energy.
16.The differentiation of joint ventures has intensified, either in silence in the decline, or in silence to withdraw, or to find a balance with independent competition and take two breaths, many enterprises have made big moves. Last year, the share of joint ventures (including luxury brands) has dropped to 48%, completely losing market dominance.
17.Sales of gasoline-powered vehicles will be reduced by at least 800,000 units.
18.However, the overall victory is still the tank. Plug-in hybrid and range extension are likely to continue the rapid growth of pure electric vehicles last year, but the penetration rate will slow down. The north is still sad.
19.Pure electricity is very bitter and will enter the bottleneck of difficult breakthroughs. Although lithium carbonate** fell below 100,000 tons, creating room for the overall cost to decline, at the end of last year, the new car had been partially advanced in advance.
20.Mainstream pure electric new cars have to reach 800V+SiC, which is enough to reach the mid-to-high-end entry threshold.
21.High-end pure electric success is not established, and there will be a conclusion this year.
"Getting old is not the same as getting stronger".
22.The new forces have collectively entered the second entrepreneurial period to avoid becoming a "little old tree". The first batch of new forces have entered the tenth year of their establishment, and they have shown signs of slowing growth. This year, the important task is still to improve the efficiency of the organization.
23.Startups that are unable to achieve scale jumps this year are at high risk. Refer to Gaohe.
24.Gaohe still has three months to go. Ding Lei said that he would struggle for a while, just waiting for whether the Middle Eastern tyrant was willing to pay money to continue his life.
25.Unemployed people appear in batches, but they will not stay for long, and large peers will form a seamless connection at the door.
26.Cash flow and financing capacity are still important indicators to look at new forces.
27.New car brands continue to enter the game. The new brands that are scheduled to be launched include Huawei Second World, NIO Second Brand, Xpeng Mona and so on. The window period is only closed to people who can't chisel walls.
28.Ideals and questions will not distinguish winners and losers, and the two continue to stalemate, spiraling alternately and forcing others to death.
29.Ideal will become the No. 1 "luxury brand" in domestic sales, challenging BBA's bottom line in China.
30.Even with the Ideal MEGA and Denza D9 open circuits, electric MPVs are still not a good outlet. After all, birth rates, manufacturing costs, commuting needs, and consumers' wallets are all there.
31.The difficulty of parking has skyrocketed, and there are oversized family MPVs everywhere, and the content is too high.
32.A new word appears to break down "far ahead". Last year, Geely "had no opponent", Chery was "welcome", and BYD was "unique", highlighting the four-character slogan drilled by the marketing departments of major enterprises. This year I bet "are you o."k.？”
33.Hua Mi Lei Yu contracted for a year of hot search.
34.Among them, guess how much Xiaomi Su7 costs, it can be hot at least 8 times.
35.19.990,000 is the most difficult to find in a car, and it can't be more.
36.Of course, if you encounter a Tesla Model Q of about 150,000, that's another story.
37.The marketing of car companies has been comprehensively rewritten to play traffic, and the KOC of their respective camps has intensified, in line with the principle of "not absolute loyalty, it is absolute disloyalty", and the war of mouth cannon ** people on Weibo will become more and more intense.
38.This year, the people who have collected the ideal MEGA, Wenjie M9, and Xiaomi SU7 have locked the top flow of traffic.
39.Huawei, BAIC, and JAC's latter two worlds will be much better than the intellectual world.
40.No other world will surpass the question world, and the domestic sales of the first two will exceed Tesla's.
41.Leap is actually the most anticipated new force, because its long-term strategic planning is quite perfect. Its self-developed vehicle architecture generalization rate has reached the highest in the industry of 88%, covering all models from A0 to C, no wonder Stellantis is impatient.
42.Dealers will be better than last year, this year from active destocking to passive destocking.
"A strong country at sea".
43.Chinese automobiles have replaced Japanese automobiles and become the world's flat factories.
44.Going overseas will be a strategic focus for more enterprises. The profit of overseas business can usually reach 2-3 times that of domestic business, and coupled with the battle of domestic blood, the overseas business will still show higher profitability, which will help improve the profitability of car companies.
45.In order to ensure the cost of shipping, more car companies are building ships and running shipping.
46.Chinese factories are all over the world. The EU countervailing investigation is expected to be settled this year, and the outcome may increase China's vehicle export tariffs and raise export costs. More Chinese automakers will adopt local assembly, procurement, and R&D to build overseas production capacity.
47.International talent is back on the track. Going overseas will still face problems such as weak overseas local dealer network and weak after-sales service system, which need to be further constructed.
Technology Trends
48.Three marks of their own very technical technology: intelligent driving, intelligent cockpit, intelligent chassis.
49.Large models are still a hot spot and have become a watershed for some intelligent enterprise publicity. What doesn't have a large model is a functional car, and what has a large model is a smart car. But there are not many landings that are truly meaningful.
50.During the year, there will be a "Wensheng **" function on the bus.
51.8295 has become the threshold of intelligence, but the choice of the same level is no longer only Qualcomm, but also Intel and Huawei.
52.Level 3 autonomous driving is expected to usher in the implementation of small-scale mass production.
53.Therefore, automobiles have become the main position for AI talent reemployment.
54.Diwang will take the lead in rolling out the new realm of lidar, and will launch more than ten intelligent driving models with lidar within a year, further pressing down the domestic lidar. King Di went out on the expedition and did not grow a single grass.
55.More 4D millimeter-wave radars and pure vision solutions emerge in an endless stream with lower costs to fight the first war.
56.More and more car companies will expand the definition of intelligence, return to the essence of the car, and use more advanced motor technology and chassis technology. The feeling of control will become the biggest feature for manufacturers to find differentiation and highlight the value of their products.
57.Kaesong has become a smart driving industry in the past, and the goal of the year is to be fully end-to-end, and the whole country can be opened. It is expected that NIO, Ideal, Xpeng, and Huawei's urban assisted driving will enter a state of full opening and full push.
58.Urban NOA is already a daily routine, and the ultra-fast charging network is the new volume king, especially the 600kW liquid-cooled supercharger of "one kilometer per second". This concept has been hyped up by Huawei, which said that it would bury 100,000 stakes within the year. However, in extremely cold weather, liquid-cooled supercharging is completely unusable.
59.There is overcapacity of batteries, and the proportion of self-research is increasing, and car companies no longer work for Ningwang.
60.Integrated die-casting has completely exploded. Xiaomi, Wenjie, Chery, Zeekr, Weilai, Xiaopeng, etc. are either on the way to build die-casting machines, or they are already die-casting.
61.It's good to reduce the cost of technology, because it is the key to the next round of battles.
"Whatever you don't have, just talk about it."
62.The new energy second-hand car market will usher in a wave of car replacement, and Diwang is still king.
63.ZEEKR IPO was successful, with a valuation of $18 billion.
64.The number of tweets about Tesla (i.e. "x") will not exceed 10%.
65.Tesla would be the best short-seller.
66.Wait for the party to truly never be a slave.