zhou hongyi criticizes bba's biggest mistake: they still treat cars as mechanical products | hot finance
2024-09-07
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recently, the 2024 yabuli entrepreneurs' 20th summer annual meeting was held in guangzhou. during the forum, zhou hongyi, the uncle in red, once again expressed his sharp views on the automotive industry. he said that the biggest mistake of traditional car companies like bmw, mercedes-benz, and audi is to regard the car as a mechanical product and add intelligent functions to the mechanical product. but for new car-making forces such as tesla, huawei, weixiaoli, etc., the car is essentially a computer, an electronic product or even an internet product, but with 4 wheels. in other words, these are two different species.
zhou hongyi believes that in the next two years, large models will definitely be "installed on cars", allowing the car's intelligence to be upgraded from the artificial intelligence stage to the truly intelligent stage. if future cars cannot be equipped with large models, do not realize truly intelligent cockpits, and do not realize truly unmanned driving, no matter how powerful the horsepower is and how good the driving control is, the car may not sell well.
according to the financial report, the operating income and profits of the three bba automakers in the first half of 2024 have declined to varying degrees. in terms of revenue, bmw's revenue in the first half of the year was 73.558 billion euros, a slight decline from 74.072 euros in the previous year. audi group's revenue was 30.9 billion euros, a year-on-year decrease of 9.5%, and mercedes-benz's was 72.616 billion euros, a year-on-year decrease of 4%. the decline in profits was even more obvious. bmw's net profit in the first half of the year was 5.665 billion euros, a year-on-year decrease of 14.6%, audi's was 1.982 billion euros, a year-on-year decrease of 3.6%, and mercedes-benz's net profit in the first half of the year was 6.087 billion euros, a year-on-year decrease of 20%. as for the reasons for the decline in performance, the financial reports of the three companies almost all mentioned the contraction of the chinese market.
in contrast, byd maintained a strong growth momentum in 2024, with revenue reaching rmb 301.127 billion, a year-on-year increase of 15.76%. net profit was rmb 13.631 billion, a year-on-year increase of 24.44%. for nio, xiaopeng and ideal's revenue increased by 61.2% and 20.8% respectively. nio's revenue fell by 7.2% in the first quarter, but considering the gratifying results of deliveries in the second quarter, a year-on-year increase of 143.9%, the revenue for the entire first half of the year should have improved. simply looking at bba and new forces from the financial data may have proved zhou hongyi's statement.
in fact, bba did not stand still. after seeing the potential of new energy vehicles, they are also speeding up to catch up with the progress of intelligent driving. according to the first half of the year financial report data, the bmw group delivered a total of 269,057 new energy vehicles to customers in the first half of the year, an increase of 9.6% year-on-year. among them, the delivery of pure electric vehicles increased significantly, reaching 190,614 vehicles, an increase of 24.6% year-on-year. and accounted for 15.7% of the overall delivery of new energy vehicles. at the same time, bmw is also accelerating its investment in the research and development of new energy vehicles, increasing the development of digitalization, electrification, and autonomous driving functions, and its r&d expenditure has increased significantly, reaching 4.169 billion euros in the first half of the year, a year-on-year increase of 22.8%. the proportion of r&d in the first half of the year increased to 5.7%, and the total research and development expenses in the first half of the year increased by 9.0% year-on-year. the financial report also predicts that r&d expenditures for the whole year will reach a peak, and the proportion of r&d will exceed 5.0%.
mercedes-benz is not far behind. according to the financial report, mercedes-benz invested 4.531 billion euros in research and development in the first half of 2024, accounting for about 6.2% of its operating income, mainly for vehicle electrification and model updates. on april 19, the upgrade of its r&d center in shanghai was completed. the r&d team fully covers various fields such as advanced design, intelligent interconnection, electric travel, autonomous driving, localization and vehicle testing. at the same time, mercedes-benz is also exploring battery technology upstream of electric transportation.
text | reporter qi yaoqi intern ye dilupicture | source: internetsource: yangchengpai comprehensive automotive news, sina finance
