news

한어Русский языкEnglishFrançaisIndonesianSanskrit日本語DeutschPortuguêsΕλληνικάespañolItalianoSuomalainenLatina

author | Janson

edit | zhihao

in september, major domestic car companies competed to make plans, aiming at tesla model y, but also refusing to give in to each other.

che dongxi reported on september 29 that with the release of the avita 07 and the new zhiji ls6 on the same day, five cars including the zhijie r7, avita 07, jikrypton 7x, zhiji ls6, and ledo l60 will be launched in september. the target is tesla.

▲from top to bottom: lantu zhiyin, ledao l60, zhiji ls6, avita 07

next month, lantu zhiyin will be released. there is no doubt that this is also a model that can attack the model y.

at this moment, it has become a reality for the six major sects to collectively besiege tesla.

the reason for besieging model y is also very simple. as the best-selling model in the field of mid-to-high-end pure electric suvs, tesla naturally has the conditions to become the imaginary enemy of major car companies.

model y sold a total of 647,000 units in china in 2023. it has also been the best-selling suv model in china for eight consecutive months. it was even the sales champion of the entire suv market for a period of time, which is beyond the reach of other car companies. exist.

and in the development process of tesla, model y has also made great contributions.

for domestic car companies, who doesn’t want to own a car like model y that kills everyone?

▲from top to bottom: jikrypton 7x, model y, zhijie r7

since tesla launched model y, many car companies have begun to take action, but previous attacks have failed to have an impact on model y, and sales are still at the forefront.

this time is the most intensive move by domestic car companies. six cars have crushed model y in almost every aspect.

but whether the crazy stacking of materials can defeat tesla is still unknown. after all, some car companies have already begun to fight among themselves before they have a head-on confrontation with tesla.

benefits of this article:the six major domestic car companies are launching an attack on tesla. can model y still remain at the top of the list? share the reportmodel y facelift and fsd enter the country, tesla’s key battle next year", the dialog box replies [car stuff 0694】download the report.

01.

le dao was the first to say "being stabbed"

avita lowers her mentality and seeks peace

a live broadcast by letao first exposed the internal strife among domestic car companies.

a few days ago, xia qinghua, a senior executive of xia qinghua, an executive of xia qinghua, did a live broadcast and leaked his back with 7 band-aids on it, "telling" that after the launch of its l60, it had "suffered 7 dollars from a friend".

▲ ledao executive xia qinghua put 7 band-aids on his back during the live broadcast

information transmitted online shows that these "stabs" focus on the brand, configuration and sales model of the l60.

some sales staff from "friendly merchants" accused ledo of being a low-end brand of nio, with questionable battery quality and slow charging speed, and even called the baas model a "loan shark financial scam."

▲chat records suspected of being stabbed by a friend (picture source network)

li bin, the founder, chairman and ceo of weilai, also mentioned in the wechat group that the original plan was for the six major sects to attack model y together, but letao was attacked by friends. in this regard, he also comforted ledao president ai tiecheng, saying that it is better to be attacked by friendly businessmen than to have no one pay attention.

▲li bin responded to being attacked by a friend (picture source network)

compared with letao's live broadcast complaints, jikrypton automobile took the initiative many times in this round of offensive and defensive battles, and even turned defense into attack.

at the press conference of the jikrypton 7x, he directly shouted "not to replace tesla" and "not to follow" if not to make a fastback shape. while expressing his position, he seemed to be interested in following tesla in making a coupe suv. car companies have also pointed out.

in comparison with other car companies, jikrypton also took action very quickly. recently, jikrypton cmo guan haitao showed a product comparison chart on social platforms.

▲jikrypton cmo guan haitao responded to the "three-vehicle comparison"

in the picture, a popular model that has just been launched recently is defined as the "hexagonal warrior", while other competing models have deficiencies in intelligent driving and space chassis.

faced with such a comparison, guan haitao responded directly and said, "i laughed out of anger."

▲zhu huarong’s declaration of “peace is the most important”

zhu huarong, chairman of changan automobile and chairman of avita technology, showed his big brother's mind and called on everyone to value peace. avita 07 will compete with "7 series models" such as jikrypton 7x and zhijie r7 against model y .

it is not difficult to see that although many car companies have unanimously targeted tesla at the press conference, the overt and covert fights between them have not diminished.

in such an environment, it has become confusing whether tesla can truly be brought down.

02.

these axes are used when beating up model y

the thoughts behind each are different

in terms of the software and hardware parameters of several cars, several car companies have unanimously chosen the strategy of "benchmarking model y and surpassing model y".

from a horizontal comparison, the main advantages of independent brands focus on two aspects:

1. price advantage

2. product power “crushing”

▲configuration comparison of tesla model y mainstream competing products

for consumers, price is an important consideration when deciding whether to purchase a product., so the pricing of these major car companies is basically based on model y.

the current starting price of tesla model y is 249,900-290,900, the zhiji ls6 starts at 239,900, the krypton 7x and avita 07 start at 229,900, and the ledo l60 starts at 206,900. most models the starting price is lower than model y.

the only difference here is that the starting price of the zhijie r7 is 259,800 yuan.this is also the only model more expensive than model y.

from the perspective of product strength, the main means of encircling and suppressing tesla model y are the following five axes:

1. large space and large size

2. stack batteries, pursue long battery life, and adopt 800v architecture

3. high-end smart driving

4. pile of intelligence: chips, systems, large screens

5. pile of luxurious configurations: refrigerator, color tv, large sofa

the first shortcoming that domestic car companies are targeting tesla model y is the space size.

among them, avita 07 provides the largest front trunk among all models, and jikrypton 7x is even better in terms of internal space utilization.

the zhijie r7 can be said to be the most packed among several cars. yu chengdong took out 7 boxes directly from the trunk at the press conference, which really gave the audience a "little shock".

however, it still cannot have an absolute advantage over tesla model y. model y still has the largest front trunk despite the smallest body size, and even the space performance of the entire vehicle is not too bad.

▲yu chengdong took out a box on site to show the zhijie r7 space

performance, architecture, and battery life are the second focus of domestic car companies.

due to the continuous evolution of technology, these models are indeed ahead of the tesla model y generation in terms of electronic and electrical architecture. jikrypton 7x, ledo l60, and zhijie r7 have all achieved the standard 800v platform for the entire series. avita 07 the pure electric version also comes standard with an 800v platform.

although zhiji ls6 has an 800v platform, in order to lower the price threshold, it still uses a 400v architecture for the entry-level model.

tesla model y is a product that has been sold for 5 years. its entire series uses a 400v platform, and its fast charging performance is indeed inferior. in this regard, several domestic models can indeed achieve a certain lead.

from the perspective of stacking batteries to pursue battery life, except for the entry-level battery of the ledo l60, which uses the same capacity as the tesla model y, all other brands use battery capacities that are much larger than the model y.

and for creating a sense of luxury in the car, has always been the strength of domestic car companies.

including jikrypton 7x, avita 07, and zhiji ls6, all can be equipped with air suspension + cdc electromagnetic suspension, which is in line with the experience and tonality of luxury cars.

in terms of suspension, except for the lodo l60, which uses macpherson suspension, all other models, including the tesla model y, use front double-wishbone independent suspension.

however, the vehicle's hardware is only one aspect, and software tuning is also a very important part. in response to this design, li bin said that with the support of nio's chassis tuning technology, the driving performance of the ledo l60 is not bad.

although there are slight differences in the designs of different car companies, in this link, domestic car companies and tesla can basically stand on the same level.

in addition,reflecting the luxury of the interior, domestic car companies obviously understand domestic users better. several major car companies regard refrigerators, color tvs and large sofas as important competitiveness, and have maximized the comfort configuration.

▲avita 07 front row dual zero-gravity seats

among them, avita 07 is not equipped with a refrigerator, but it is equipped with two "zero-gravity seats", which can be regarded as further improving the practicality. as for which one is more important, the refrigerator or the big sofa, it is a matter of opinion.

in this regard, model y clearly fails.

existin terms of intelligent configuration of the vehicle, domestic car companies are also sparing no effort to pile up materials.

except for the two models using hongmeng cockpit, the other models are equipped with qualcomm 8295 chips, and models using hongmeng os 4 cockpit also have advantages in system tuning and other aspects.

in addition, except for the ledo l60, which "matches" the model y on the car screen, other models may have some designs on large screens and multi-screen interaction.

finally, in terms of smart driving that is most important to consumers, the performance of different car companies is slightly different.

in terms of smart driving software functions, several car companies have implemented end-to-end smart driving, which can be used as soon as you pick up the car.

on tesla's side, although the 2*hw 4.0 hardware has been provided, fsd is still waiting for approval from the ministry of industry and information technology and is still in futures status.

however, in terms of details, each car company's choices are different.

zhijie r7 and avita 07 are equipped with ads3.0 system in mid-range and above versions, while the entry-level version uses a pure visual ads system, but also uses huawei's end-to-end technology.

the ledo l60 uses nvidia's orin-x chip and is equipped with a binocular camera instead of lidar.

all zhiji ls6 series are equipped with lidar as standard, but the total computing power of the chip is not as good as the jikr 7x, which is equipped with dual nvidia orin-x as standard.

judging from the current products that can be experienced in china, tesla model y has no advantage in smart driving. compared with other models, it can no longer stand in the first echelon.

overall, these six major models do have many advantages over tesla model y, such as body size, space, intelligent driving capabilities and comfort.

but tesla model y also has its advantages that cannot be ignored in today’s competition.for example, the advantages in integration and three-electricity systems still exist objectively.

in addition, tesla's brand appeal is still the strongest. even if model y has reached the early stage of facelift, it still has no worries about selling it.

from this point of view, it seems difficult to draw an immediate conclusion on this battle.

03.

behind the intensive siege on model y in september

annual sales of 650,000 yuan that every car company covets

competition in the pure electric car market is fierce, but why did car companies launch new cars based on the model y in the third quarter of this year?

this also starts with the sales volume in the pure electric market.

▲tesla’s global deliveries in 2023

in 2023, tesla delivered 1.846 million new vehicles globally, and 947,000 vehicles were delivered in the chinese market.

among them, model y sales in the chinese market reached 647,000 units, which was close to nearly 80% of tesla's total sales in china that year and accounted for nearly 1/3 of tesla's global deliveries.

as of august this year, tesla model y sales in the domestic market have reached 289,400 units. converted to a single week, sales can even exceed 8,000 units.

after being sold for 5 years, a single model can still maintain a stable sales volume of 8,000 units per week, which shows the competitiveness of model y.

after model y achieved great success, it also single-handedly brought up the mid-to-high-end pure electric suv market.

this has also allowed more domestic car companies to see the potential of this model and have launched pure electric coupe suvs to imitate tesla.

on the other hand, if you want to survive in the brutal market competition, the best way is to attack the strong ones. therefore, benchmarking tesla model y has become a common choice for everyone.

what's more, tesla model y has reached the edge of facelift, so it is safer to take action at this time.

in china, the suv market is the largest automobile market segment. in 2023, the sales volume of all suv models in china will be about 10 million units, accounting for more than half of the annual automobile sales, which shows that domestic users love suvs.

as new energy vehicles compete with fuel vehicles, pure electric suvs are also expected to capture more markets from fuel drivers.

the superposition of such internal and external factors has resulted in a situation where domestic car companies are "besieging" tesla model y.

04.

silent tesla

is there really no backup plan?

as mentioned above, tesla currently hasbig threethe trump card:

1. tesla’s brand power is stronger

2. the three-electric system (battery, motor, electronic control) still has advantages

3. the energy replenishment network layout is rich and comprehensive

model y still has certain leadership in these categories.

at present, tesla can still stand on the market as a synonym for pure electric vehicles.strong sales and musk's personal influence all endorse this brand.. this brand effect has also become one of tesla's current moats.

secondly,tesla’s three-electric technology is also the current industry leader. after all, even lei jun also affirms tesla’s energy consumption performance.

on the other hand, although the batteries of pure electric vehicles are getting larger and larger, and the cruising range is getting stronger and stronger, the importance of energy replenishment networks for pure electric vehicles cannot be ignored. the energy replenishment network currently being developed by tesla in china is also another one of them. big moat.

▲tesla charging pile

as of now, according to tesla’s official data,there are currently 11,500 tesla supercharging piles built across the country, making it one of the car companies with the most complete charging network in china.

on the energy supply network,nio may be moving faster among its own brands. according to the latest data, nio has built 2,370 supercharging stations and 10,805 supercharging piles across the country. in addition, nio also has 2,545 battery swap stations.in the future, weilai automobile will also implement the "county power supply" plan. it is also the only domestic car company that can equal tesla in terms of energy supply.

at the same time, ideal has delayed the release of its pure electric product line, but it has not slowed down the construction of energy replenishment networks.

as of september 24, 2024, li auto has built more than 800 supercharging stations across the country, but there is still a gap compared with tesla.

at the same time, model y also has options left. judging from the current news, model y will be revised next year, and a 6/7-seater version may also be provided.

at the same time, fsd will also enter china in the v12.6 version. as a result, the high-end smart driving advantage currently available for self-owned brand models may change from "far ahead" to "evenly matched."

05.

behind the fierce battle: the real big boss may not have appeared yet

at present, most of the car companies that are encircling model y have taken action, but it will take some time for specific delivery to be reflected.

however, at a time when most car companies are already recruiting model y, there may still be variables in this.

you know, in the first half of the year, xiaomi su7 single-handedly disrupted the pace of manufacturers. at present, xiaomi’s internal codename “farami” mx11 has also attracted the attention of the entire industry. when it is officially launched next year, it may also bring new ground-breaking traffic and become a real strong enemy of tesla model y.

on the other hand, li auto, the most successful new car-making force in china, will also officially launch its efforts in the pure electric field. judging from product spy photos, li auto is still targeting the suv track, and will inevitably compete with tesla. face the enemy head-on. from the perspective of combat effectiveness, ideals should not be underestimated.

more importantly, tesla itself has not yet tried its best. the hot sales of the model 3 facelift have proven tesla’s appeal, and the model y facelift is expected to set off a new storm again.

obviously, these three strong players are holding back their big moves.

the fighting power of xiaomi and ideal may not only become the most powerful bullet to shoot at tesla model y, but it may also make other companies more nervous.

in other words, as time goes by, competition in this market will further intensify, and at that stage, who will win is still full of uncertainty.