2024-09-30
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oil trucks also need to be smart
author|liu yajie
editor|qin zhangyong
maybe car companies want to have a national day holiday full of expectations.
according to incomplete statistics from chaodian laboratory, as many as 100 new cars will be launched or pre-sold in september.54to catch up with the "auspicious day", seven or eight new cars can be launched in one day.
various press conferences are noisy. in addition to vigorously promoting their own technological advantages, they also use various methods to gain attention. some are recruiting celebrity endorsements, and some are doing everything at the press conference. of course, there are also new models that are being added in obscurity.
judging from the new cars launched in september, the proportion of new energy vehicles and fuel vehicles is approximately3:2, new energy vehicles have obviously begun to explode.
data from the passenger car association shows that the domestic retail penetration rate of new energy vehicles has exceeded 50% for two consecutive months. this update speed is also in line with the general environment.
however, behind the extraordinary popularity, the automobile market has long passed the era of making money while lying down. on the contrary, under the ravages of price wars, both suppliers, dealers, and car companies themselves are walking on thin ice.
the increasingly saturated fuel vehicle market and the extremely involved new energy vehicle track require these contestants to keep a tightrope at all times. if they do not take the initiative, they will most likely be lost in the involution.
01
hybrid pure electric walking on two legs
although the new energy market is hot, the growth rate of hybrid vehicles is also very obvious. in order to maintain stability, somemore than one thirdwhile the models have chosen to launch pure electric models, they have also launched extended-range models or plug-in hybrid models.
pure electric suvs are currently the most segmented market, and these products are all targeting the same opponent, which istesla model y, but judging from the attributes of these pure electric vehicles, the advantages are quite obvious.
take the ledo l60 as an example. as the first model of weilai's second brand, the biggest advantage of the ledo l60 is that it can replace batteries and can lower the purchase threshold through baas battery leasing.
the original minimum price of the vehicle was 206,900 yuan, and the long-range version was 235,900 yuan. if you use the baas battery rental service, the starting price directly reaches 149,900.
it also benchmarks against the tesla model y and the jikrypton 7x, which is sprinting into the medium-sized pure electric suv market, and its characteristics are also obvious. through its "non-slip back" design, this car has achieved a "cockpit occupancy rate" of over 83%, and its space is comparable to that of the porsche cayenne.
although it is mainly for home use, it can be used in cities and wild places. its passability is comparable to that of hard-core off-road vehicles, and it can even climb mount everest in the desert.
the smart driving capabilities of jikrypton 7x are also remarkable. for example, the entire series comes standard with lidar and dual orin-x smart driving chips, and has 31 smart driving sensing hardware. the entire series is equipped with the latest generation of haohan smart driving 2.0.
during the 20 days of pre-sale, orders exceeded 58,000 units. this result is enough to show how capable the jikrypton 7x is.
anddongfeng fengshen’s l7 model, after launching a plug-in hybrid model in may, it launched a pure electric version in september. the pure electric version of the new car is equipped with an i-talk voice control system, which can complete 8 commands in 10 seconds, and the car is equipped with qualcomm snapdragon 8155 chip.
in terms of power, it is equipped with the industry's first mach battery that has passed the "sea, land and air" amphibious test and the dongfeng mach e id3-160 electric drive system that has the same technology as lantu and mengshi.
the system uses a super-integrated flat wire motor with a maximum power of 160kw, a peak torque of 310n·m, and acceleration from zero to zero in 6 seconds. with a 62.3kw·h battery pack, the cltc pure electric range reaches 518km.
let’s take a look at plug-in hybrid models.
the official price of denza z9 gt is 334,800-414,800. however, even at this price, the first edition of denza z9 gt was sold out immediately.
aseasy three party platformthe first product of the new car, the new car implements three-motor independent drive and rear-wheel dual-motor independent steering technology, which can realize functions such as extreme steering, compass u-turn, easy three-way parking, low-adhesion road stability system and intelligent crab walking, etc., attracting many people. few bba car owners will foot the bill.
this is true for domestic products, and joint venture brands are not far behind.
mazda ez-6as a product that changan and mazda have high hopes for, it fully utilizes changan's three-electric technology and architecture. it is currently the only model in the joint venture b-class car market with pure electric and extended-range platforms.
unlike some joint venture brands that use the "oil-to-electricity" approach to stall the development of vehicle electrification and intelligence, ez-6 is equipped with zero-gravity seats, electric tail wings, electric sunshades, etc. that have never appeared in mazda's car-making process. design.
02
fuel vehicles also need to be intelligent
the fuel vehicle market has also undergone many changes. although many newly launched models still belong tojoint venturebrand, but it has indeed begun to move closer to intelligence.
for example, saic volkswagennew passat pro, this new car is not only equipped with the iq. pilot intelligent assisted driving system that has in-depth cooperation with zhuoyu technology (formerly dji vehicle), supporting l2++ level driving assistance functions, but also equipped with the iq. drive parking steward. in addition to supporting horizontal parking spaces, vertical parking spaces, and horizontal parking spaces, it also supports memory parking.
if we only look at functionality, there may be a gap with the urban navigation of leading new forces. for example, lever lane changing and memory parking belong to the entry-level of new forces. they are not the latest technologies, but they can basically cover most urban scenes.
in addition, passat pro is based on baidu wenxin yiyan's large ai model and uses a "car-mounted large language model" in its cockpit for the first time. the car system is also equipped with qualcomm's 8155 car-grade chip.
although new forces more commonly use the higher-level 8295 chip, this is already a big step for joint venture fuel vehicles.
faw toyota’s new toyota harrier lingfang is equipped withl2 level toyota safety sense assisted driving system. it covers functions such as lane departure warning, forward collision warning, active braking, lane keeping assist system, and full-speed adaptive cruise.
while great wall motors, a long-standing domestic brand, is developing new energy sources, fuel vehicles are also gradually becoming smarter. for the first time, the price of haval h9 has been lowered to less than 200,000 yuan.
on the basis of the first-generation haval h9 becoming a sacred car, the second-generation haval h9 is also equipped with l2 level driving assistance system, including acc full-speed adaptive cruise, ica intelligent cruise assist, forward collision warning, blind spot monitoring + merging assist and other 13 functions . equipped with one-button remote start, smartphone app remote monitoring, 540-degree panoramic image, panoramic fusion parking and fota upgrade, etc.
chery is more radical and will be launched on september 10tiggo 8 plusat the same time as the fuel vehicle version, a plug-in hybrid model was also launched, focusing on both fuel and plug-in hybrid models. the plug-in hybrid models compete with the song l dm-i and leapmo c10.
after 15 days, the tiggo 9 petrol-electric dual car was also launched at the same time. the 2025 tiggo 9 fuel version is equipped with a 2.0t engine and 8at/7dct gearbox, with a maximum torque of 400n·m, and also has an l2.5 intelligent driving assistance system. it includes 21 smart driving functions and cooperates with ipb intelligent brake-by-wire technology to achieve a rapid braking response of 0.15 seconds and shorten the braking distance by 1 meter.
it is also equipped with a zero-gravity queen co-pilot and an 8155 chip, and imitates a new energy vehicle by applying hardware such as a 24.6-inch intelligent silk curved screen and a 50-inch ar-hud.
focusing on both fuel and plug-in hybrids, and frequently buying new cars, it seems that chery tiggo wants to use the "car sea tactic" to win. however, tiggo 8 plus and tiggo 9 are only slightly different in price, and the product gap is not big, so there is a high possibility of "fighting".
03
the polarization is obvious
under normal circumstances, september and october every year are the peak sales seasons for automobiles. in addition to the diversified promotional activities of car companies, the national and local governments will also introduce a series of policies to promote car consumption and industrial transformation and upgrading at this time.
for example, from the end of august 2024 to the present, many places have released the latestcar trade-inaccording to the policy, the bicycle subsidy range can reach up to 20,000 yuan. on august 30, chengdu announced an investment of 100 million yuan to launch the third round of automobile consumption incentive activities, which was unveiled simultaneously with the 27th chengdu international auto show.
according to the latest data from the passenger car association, the total retail market size of narrowly defined passenger cars is expected to be around 2.1 million units in september this year, a year-on-year increase of 4% and a month-on-month increase of 10.1%. among them, the retail scale of new energy vehicles is expected to be around 1.1 million units, a year-on-year increase of 47.3%, a month-on-month increase of 7.3%, and a penetration rate of approximately 52.4%.
although the overall market prospects are promising. but the price war is still going on, and the entangled market environment cannot change in the short term. although there are many new cars on the market, only a few may actually make a profit.
especially in the field of new energy vehicles, sales are even more polarized.
because leading car companies are large and have abundant funds, they can focus on the research and development of key technologies and develop multiple product lines in parallel. the ability of small car companies to withstand risks is not that strong. one wrong move and the army may be defeated.
just like byd launched a new model this month4 cars, but for some companies, they can only put their eggs in one basket.
and judging from the selling points of these cars, the threshold for intelligence in china's new energy vehicle market is getting lower and lower, the concept of technological equality is becoming more and more concrete, and brand prices in various market segments are also falling crazily.
the 100,000-yuan baojun yunhai is equipped with high-end smart driving as standard in the entire series. the osmo smart driving 2.0 max is built by baojun automobile and zhuoyu. it is the first model in the industry to be mass-produced with an end-to-end model priced at 150,000 yuan. .
at present, there is another trend in new energy vehicles:entry-level cars are also starting to become smart and electrified。
the five-seater version of wuling bingo suv has a built-in ling os smart car system. the equipped motor has a maximum power of 75kw and a peak torque of 180n·m. according to the official introduction, its power consumption per 100 kilometers is only 10.1kwh. dc fast charging soc only takes 30 minutes from 30% to 80%, and it can also match household 220v/10a socket power supply. as a pure electric suv, the high-end version can have a range of more than 500km.
the same is true for geely xingyuan, which will become a strong rival of byd yuanup, seagull and other models.
in addition, many pure electric suvs are targeting tesla model y by name. it is conceivable that this market segment will also usher in a bloody storm.
there are also many new fuel vehicles, especially the joint venture brands of toyota and honda. against the background of successive setbacks in electrification, they are trying to use their good fuel vehicles to save the losses of electric vehicles in china.
and the sales of fuel vehicles still account for half of the domestic market. brands that have been widely recognized before still have great advantages in developing fuel vehicles.
japanese brands such as toyota rongfang, toyota lingfang, honda benzhi, and nissan teana, european and american brands such as ford and mg, and even bba and second-tier luxury brand cadillac are also joining in the fun, trying to use luxury attributes to awaken consumers' desire for traditional brands.
but the reality is cruel. the trend of electrification and intelligence of automobiles is irreversible. whether it is a fuel vehicle or an electric vehicle, there are only a few recognized leading brands. the matthew effect is becoming more and more obvious. if we want to unseat the sales leader , easier said than done.