news

"The Japanese dismantled another Chinese car." Why is "buying a car and dismantling it" a common practice in the industry?

2024-08-05

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

Due to the rapid expansion of China's new energy vehicle market in recent years, domestic manufacturers have shifted their focus to electric vehicles. So you can see that the recently launched domestic electric vehicles are leading in both price and performance, and can even be said to be the best.



In order to fully understand the performance and specific design ideas of Chinese-made electric vehicles, Japanese media recently bought aZeekr007, and shipped it to Japan for disassembly research. The information obtained from this disassembly research was compiled into a document and DVD video for sale, with a price of about 41,600 RMB. Seeing this, you may be curious, why would a foreign organization spend so much time disassembling a car, and who would spend more than 40,000 to buy the disassembly data they compiled?


Why dismantle the car?



As we all know, when car manufacturers launch a new car, they always say that they are benchmarking against a certain model, so this benchmark must be based on a thorough understanding of the competing models. Therefore, when car manufacturers develop new cars, they must first dismantle, measure, analyze, and study the mainstream models on the market, and then obtain important engineering data of the competing models, such as engine performance, body torsional stiffness, suspension parameters, etc. At the same time, each car company must also calculate the manufacturing cost of the competing products, and then set its own new car development goals.



In addition to automakers, there are many investment institutions in the market that also want to obtain first-hand information on new car technology. For example, as early as 2017, the UBS research team dismantledChevroletThe Bolt EV, disassembled in 2018TeslaofModel 3In 2021, the Volkswagen MEB platform was dismantled again.ID 3Electric cars, dismantled in 2023BYD SealIt can be seen that automobile manufacturers and investment institutions are very hungry for new car disassembly data, and everyone wants to get the analysis report as soon as possible.


Who buys teardown reports?



Generally, there are not many cases where car companies purchase competing models for disassembly and research. This work is usually outsourced or entrusted to professional market consulting companies. Of course, the clients of market consulting companies are not limited to a certain manufacturer. The disassembly and analysis report of a model can be sold many times, so the price of the analysis report can become cheaper. Just like the disassembly of Zeekr 007 mentioned earlier, if the car manufacturers want to do it themselves, the cost of purchasing the car + transportation + disassembly will be far more than 41,600. Therefore, in the eyes of car manufacturers, this kind of report is very cost-effective, and car manufacturers spend a lot of money every year to purchase this information.



In addition to car manufacturing, new car disassembly reports are also very important information for investment institutions. For example, when analyzing Model 3, UBS concluded that Tesla is ahead of other manufacturers in electronic control, motors, batteries, and electrical architecture, so investing heavily in Tesla in 2018 is a very wise choice.


Nowadays, domestic investment institutions such as Haitong International and CITIC Securities are also doing the same thing. They need to collect technical information of models of major automobile manufacturers and provide support for subsequent investment decisions. For large securities companies, disassembly reports of new cars worth tens of thousands or hundreds of thousands of yuan are just a piece of cake.


Final Thoughts

Disassembling and analyzing mainstream car models on the market has always been a routine operation in the industry. It was also expected that the Japanese media would dismantle the Zeekr 007. After all, it is a purely original Chinese pure electric vehicle. Not only does it have a high technical starting point, but it is also not expensive. Disassembling this type of car will be helpful to Japanese car companies and investment institutions.