Xiaomi withdrew, can there be another Wei Xiaoli in the 150,000 smart pure electric market?

Mondo Cars Updated on 2024-02-01

"90,009 is impossible, 140,009 is no longer necessary", at the past Xiaomi automotive technology conference, Rebus personally ended the "young man's dream of the first luxury car".

Xiaomi's first modelSU7 also adheres to Xiaomi's consistent style of "stacking materials", rolling intelligent driving, rolling computing power, rolling cockpit, rolling configuration....However, even if it is "stacking", in the context of the high cost of the entire industry, it is difficult for Xiaomi Auto to sit down calmly and "make friends" with young people.

According to Lei Jun, it is speculated that the mainstream range of Xiaomi** will still be locked at more than 200,000, rather than the 150,000 level that everyone expects. Even Xiaomi, which is known as a cost killer, has not been able to break He Xiaopeng's prediction that "150,000 can't make smart pure electricity".

Looking at it from another perspective, can there be another "Wei Xiaoli" in the smart pure electric market within 150,000? Judging from the existing market structure, new players are proposing more possibilities.

Why don't the new forces touch the market within 200,000

He Xiaopeng said that "it is not possible to make a tram within 150,000", but in the real market environment, it is not too much to raise this upper limit to 200,000.

In fact, it's not that you can't do a good tram, but that you can't do a smart electric car with a higher ceiling. Technology decentralization requires a high enough level of industrial maturity to dilute costs, and requires the long-term accumulation and precipitation of various skill trees.

So He Xiaopeng said that it was not possible to make a tram within 150,000 yuan, and Weilai's Alps did not act for a long time, which was not because it was not good in nature, but because the cost pressure was too great.

Hundreds of thousands of cars have no way to support the development of science and technology trees in the future direction, and the high cost of enterprise development and various trial and error in the early stage of enterprise development require money, intelligent driving, intelligent cockpit, battery replacement ......Eventually, these will be reflected in the price of the car.

The 150,000-level pure electric is the gladiatorial arena of the old OEMs

150,000 is not a good story for new forces, but for traditional car companies, it is a different situation. BYD and Aion are all fighting fiercely at this level.

BYD can be said to be the absolute beneficiary of this ** range. In 2023, BYD's total sales will exceed 3 million, and its market share in China will be close to 2.8 million units.

From the point of view of the first brought, BYD is the absolute king of the 150,000-level pure electric market, and the main sales models are Song PLUS and Yuan PLUS across 150,000, of which Yuan PLUS is an EV model, which is the sales champion of domestic 150,000-level pure electric products. Since its launch on February 19, 2022, its sales have exceeded 100,000 units in just 7 months, reaching 200,000 units in 10 months, 300,000 units in 14 months, and 400,000 units in 17 months. In 20 months, it exceeded 500,000 sales, becoming the fastest new energy SUV to achieve 500,000 sales of a Chinese brand.

But on the technical side, BYD did not show too strong competitiveness. Aside from blade batteries and brand premiums, there's almost nothing that can be handled. BYD's 3 million = strong brand power + low-cost products + new energy leading advantage.

Several other old OEMs are also accelerating the transformation of electrification, Geely is menacing, and Galaxy has created a new legend of new brand sales that have exceeded 10,000 in a row; Chang'an Qiyuan carries the good wishes of the transformation of the main brand; Dongfeng has nano, Chery has Star Era and ICAR; SAIC Zhiji and Feifan have already taken out a desperate posture and are ready to work hard;

Although the joint venture is slow, but the bullets are sufficient, the Buick E5 has a kill of 1699 B-class pure electric new low price; Volkswagen's ID series has also successfully fought its way out.

It is an indisputable fact that the 150,000-level pure electric market is more of a competition in terms of cost performance, and has not yet penetrated into the competition of real intelligent core technologies. Regardless of Aion or BYD, there is no too bright performance in terms of intelligence.

For many first-class players, this is the lack of seniors, and it is also an opportunity for latecomers.

150,000 pure electric new force

Domestic brands with a keen sense of smell still see the trend. Chang'an Qiyuan and Geely Galaxy are not only cost-effective, emphasizing product quality and intelligent attributes.

Chang'an's idea is to invest in Huawei's new joint venture company to make up for the shortcomings of intelligence. Geely has personally come forward to compile an intelligent network, and form an intelligent middle platform through ECARX, Xinqing Technology, Xingji Meizu, Shikong Daoyu, Langge Technology and other enterprises to radiate its various brands.

From this perspective, some excellent brands are easier to stand out, such as Ruilan Automobile, which was launched in September last year and Ruilan 7, which subverted the technical ceiling of the intelligent pure electric market at the 150,000 level.

At this level, the direction of the main volume is endurance and intelligent cockpit, and Ruilan7 has been upgraded to intelligent assisted driving on this basis.

In terms of battery life, Ruilan 7 is the first rear-wheel drive car to break through 600 pure electric battery life within 150,000 yuan, reaching 605km, and the rear five-link of the same platform of smart tops this price segment. The main GBRC crystal architecture is even the same source design as the pure electric architecture and vast architecture of ZEEKR. This is the first advantage of pure electric in the traditional OEMs,There is a strong enough technical accumulation to gain a firm foothold in the market,There is also a strong enough tuning experience - this is also the case,Ruilan7In the rating list of various vertical media,The high scores are focused on the most essential driving such as handling、Power。

Intelligent. The Ruilan 7 is equipped with Geely's ECARX self-developed Dragon Eagle No. 1 automotive-grade 7nm chip, the performance experience of ECARX Antola 1000 can be compared with the industry's mass production flagship platform 8155, and the ECARX Antaura 1000 Pro is fully ahead of the mass production flagship platform, and both platforms are equipped in different versions of Ruilan 7 models.

In addition, the industry's only luxury brands to build50-inch giant screen AR-HUD is also equipped on Ruilan7, which can display AR navigation, vehicle speed, road sign recognition, NOA status, etc., and the maximum projection distance can reach 7More than 5 meters, in the later stage, it will even open up life scene functions such as movies;

Of course,The best reflection of sincerity is Ruilan's investment in intelligence,Ruilan7It is also equipped with a lot of intelligent functions exclusive to new forces。 For example, four-tone sound source localization: millisecond-level voice response, 20 instructions in 30 seconds; Multi-mode intelligent face-ID: support lip movement recognition, emotion recognition, remember the personalized information of vehicle functions such as voice, seats, rearview mirrors, atmosphere lights, trunk settings and other related accounts, synchronize the software information of the intelligent cockpit system, and support the interconnection and sharing of mobile phone account information;

In terms of smart cabins, Ruilan 7 gives more possibilities than competing products at the same price. The most amazing thing is the performance of Ruilan7 in intelligent driving. The 32-bit super perception system has refreshed the configuration upper limit on this ** range.

Ruilan 7 is equipped with Suteng Juchuang 125-line M1 lidar. The detection distance is over 150m, and it is also the only model equipped with lidar within 200,000; That's right, it's the LiDAR of the same model as Xiaopeng G9 and looking up at U8.

In addition to lidar, the application of 4D millimeter-wave radar also allows Ruilan7 to achieve stronger assisted driving functions. 4D millimeter-wave radar can achieve stereoscopic perception, better judge the height of objects in front than traditional millimeter-wave radar, 5 4D millimeter-wave radars, 12 ultrasonic radars and visual fusion complement each other, so that Ruilan7 can realize some high-end intelligent driving functions without lidar, and support high-end intelligent driving functions such as cross-layer parking functions.

In addition, Ruilan7 has a bigger killer feature: Geely's "Future Travel Constellation". It adopts Geely's self-developed integrated high-precision positioning system - satellite centimeter-level high-precision positioning, which has the advantages of centimeter-level high-precision positioning, multi-terrain signal coverage, high bandwidth and non-congestion, intelligent driving positioning calibration, real-time feedback of positioning information, and positioning information security guarantee, and covers 380,000 kilometers of major highways and urban expressways across the country.

Put it in the new forces, even if it is a pile of materials, it is difficult to cover the cost of 200,000 **. The blessing of Daoyu in time and space confirms the hot phrase on the Internet, and the competition of Chinese car companies is indeed "rolling" up to the sky.

Even if the situation is difficult, there are always car companies that take the lead in exploring the way. The 150,000-level intelligent electric vehicle market has also entered the battle for high-tech value from a simple cost-effective battle, and Ruilan Automobile, which is taking the lead, is also reshaping the "Wei Xiaoli" pattern of 150,000-level intelligent pure electric vehicles.

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