20 19 it is hard to cherish the inventory of those new power manufacturers that we are concerned about.

The winter in 2020 is very cold. In the past 20 19, all industries seem to have experienced a cruel reshuffle. Capital no longer takes care of everyone as it did in previous years. In fact, even some capital itself is hard to be immune and gradually retreat. Of course, besides pork and housing, the automobile industry is my biggest concern. When capital was cautious last year, it was colder than the weather, that is, the so-called new power brands that depended on capital to survive. This year, with the efforts of traditional car companies, these brands have also entered the reshuffle stage and are about to usher in a new year's reshuffle. Almost at the same time as writing this article, domestic Tesla models? 3 has been included in the list of exemption from purchase tax, which basically represents that the competition in the new energy vehicle market will change from the competition of many new forces to the competition between new power manufacturers headed by Tesla and traditional car companies. Therefore, before looking forward to 2020, we still need to look back at 20 19 and take stock of what we have done with the new car models that we are concerned about this year.

# Aichi Auto-Strong Capital and Black Technology

Why say Aichi first? Because this is the only manufacturer I have contacted among many new brands of cars. Just over a month ago, we visited the company in Shangrao, Jiangxi, Aichi's hometown, and saw a huge factory building and an assembly line ready to go. We drove the test car of Aichi U5 for about 300 kilometers. I also paid special attention to this company at the previous Shanghai Auto Show and the later China International Import Expo (CIIE). Its year-end delivery slogan and the fuel cell technology for hydrogen production from methanol broadcast at China International Import Expo (CIIE) attracted our attention.

What is worth mentioning is the fuel cell technology of hydrogen production from methanol. The fuel cell for hydrogen production from methanol reforming can pass through some high-yield minerals and energy sources in China; For example, coal is converted into methanol, and then it is integrated into hydrogen-rich reformed gas through the reformer in the battery pack, and then it enters the battery stack to realize the conversion of reaction into current. Compared with adding hydrogen directly into the battery pack, the manufacturing and transportation costs of methanol are lower, and the filling difficulty and the manufacturing cost of the filling station are also lower. In other words, if this technology finally achieves terminal delivery, it will surely set off a blood shed among new energy vehicles.

In fact, Aichi is still very reliable and has not been fooled. 20 19 12 19 aichi U5 was listed in sanya and officially delivered to consumers. At the beginning of 2020, Aichi U5, which uses methanol-hydrogen fuel cell technology, will officially enter the testing stage, and the scheduled quantity of Aichi U5 at this stage is also quite gratifying.

Aichi currently has only one product, U5, which is based on the MAS platform and uses a lithium battery with a capacity of 65kWh. In the future, in addition to supporting the upgrade of OTA battery program, you can also install an enhanced battery pack to increase the cruising range (the installation position of the supplementary battery pack is placed under the trunk). According to NEDC's announcement, Aichi U5' s theoretical cruising range is 503 kilometers, and with the enhanced battery pack, the cruising range will probably exceed 600 kilometers. Of course, one of the characteristics of MAS platform is its strong expansibility. In the future, Aichi will never have only one model.

# China Express-The next big game of chess

Rather than saying that Chinese Express is a new automobile manufacturer, I think this company has exported more ideas about future travel and put them into action before actually exporting products. Ding Lei, Chairman of Chinese Express, said at the press conference on February 20 19: "Chinese Express officially released its road vehicle cooperative travel solution, namely" Smart City "project in Shanghai. This set of 5G unmanned traffic operation mode for the comprehensive smart city of Chelu City integrates a series of cutting-edge technologies such as 5G, vehicle-road cooperative autonomous driving, cloud computing, artificial intelligence, etc., to create an efficient, accurate and safe future travel mode, and clearly build the embryonic form of Zhijie traffic in the future smart city, which has important pilot and demonstration significance. We look forward to pioneering exploration like this becoming the reality of future cities as soon as possible. "

Obviously, the Chinese express train is taking a big step, including not only the family car we know, but also the concept into public transportation and even the road we drive.

In terms of products, Gaohe HiPhi, a luxury pure electric vehicle brand owned by Chinese Express, is the first mass-produced car Gaohe HiPhi? 1 will become the first domestic standard of 5G+V2X, which truly connects cars, roads and cities, realizes the free flow of data, seamlessly connects the Internet, the Internet of Things and the energy network, becomes a node of the future city, and integrates into the vehicle-road cooperative autonomous driving traffic system of the future smart city. No wonder Chinese Express mentioned the concept of "0 accident" in its publicity. At present, according to the official information of Chinese express, HiPhi? 1 will be designed with dual motors, with a cruising range of 600 kilometers, and will be delivered to end consumers in 20021year at the earliest.

# Ideal wisdom-hand over the car and land.

This year, from car and home to ideal intelligence, this factory full of "flow" has undergone a gorgeous transformation. In the circle of friends, I can often see the dribs and drabs of companies recorded by former colleagues after joining Ideal Intelligence, as well as the test models of Li ONE running in Wangjing area.

I still remember that in April this year 10, Li Xiang's dream of building a car finally landed, and the pre-sale order exceeded 40,000 units in two hours. My circle of friends is almost screened by this car. Although the screenshot was sent to a circle of friends with an intention to deposit, it can be refunded at any time, but it is enough to see how angry Li is. After all, this is a 300,000 new power model. When I was taking a screenshot of the deposit in a circle of friends, I suddenly thought of a question, that is, should Li deliver a Li to these car owners who really want to buy this car by viscosity at the end of this year according to the timetable?

Li Xiang didn't disappoint users, at least a small number of users. The ideal Smart ONE was originally planned to be delivered to consumers on 20 19, 1 1, but according to the official statement, in order to let the owner get the 2020 model directly, after a little jump ticket, it was finally delivered from Changzhou manufacturing base to various distribution places on February 2, 65438. It is worth mentioning that the first owner of Li ONE was none other than Li Xiang's good friend Han Han.

In terms of products, the plug-in extended-range hybrid system adopted by the ideal Smart ONE is divided into two parts. The 40.5kWh ternary battery pack can achieve the cruising range of 180km, and a tank of oil equipped with dongan power 1.2t engine can extend the cruising range by 620km, and the overall cruising range exceeds 1000km. In the case of battery power supply, the engine charges the battery, and then the motor drives the vehicle, which is the power logic of Li ONE. The whole set of power has reached the maximum horsepower of 326 horsepower, the peak torque of 530 Nm, and the acceleration of 100 kilometers only takes 6.5s.

# Weimar Auto-Future Ambition

Although Weimar automobile experienced many "doors" last year. However, according to statistics, the sales volume of this brand model is still quite gratifying, especially in the first half of the year, Weimar EX5 model handed over 8548 excellent transcripts, surpassing the benchmark models of Tucki and Weilai. But do you remember what Weimar said at the beginning of the year? In other words, it claims to have sold 65,438+million vehicles in 20 19, and has only achieved the goal of less than 20,000 vehicles up to now, but even so, Weimar should be able to humbly sit on the throne of the top sales of new forces.

Of course, Weimar has also laid out new models in 2020, and the stall door with spontaneous combustion, air leakage and the ensuing uproar is being solved. According to official sources, Weimar will release a new car at the 2020 Beijing Auto Show. The NEDC battery life of this car will exceed 700km, and it will be equipped with L3 and L4 autopilot technologies to support 5G technology. Obviously, for the new year, Weimar, whose recent sales are not up to standard and life is difficult, is still ambitious and struggling to survive in the cold winter.

# Xpeng Motors- injecting capital into Tucki will be very different in the coming year.

In my opinion, Xpeng Motors has mainly done two things this year. The first thing is to open various stores. At present, there are five experience stores in Beijing alone, and there are also many experience exhibition halls in Tucki, other major cities in China. The second thing is to launch a new car. In July this year, Tucki G3? The 2020 model was officially launched. This car * * * has two models to choose from, and the price is 143800- 196800 yuan. The new G3 has greatly improved its self-driving and endurance, so that the owners who just bought the old model expressed regret, and some even went to the dealers in Tucki to defend their rights.

Even though there are waves in Xpeng Motors this year, a news at the end of the year inspired the hearts of all employees and friends in Tucki who are concerned about Xpeng Motors. 165438+1October 13, oxcart. Com learned from the official Xpeng Motors that Xpeng Motors has completed the $400 million Series C financing and introduced a new strategic investment partner Xiaomi Group with the blessing of existing shareholders. In addition, Xpeng Motors has obtained credit lines totaling one billion yuan from many Chinese and foreign banks such as China Merchants Bank, China CITIC Bank and HSBC.

After completing this round of $400 million financing, the accumulated financing of Xpeng Motors exceeds RMB 1 1 100 million. He himself, the founder, once again blessed this round as an individual investor after two rounds of A+ and B+, and publicly stated in Weibo: "The road to smart cars also needs like-minded partners to advance together. Thanks to the firm trust and support of all investors, shareholders and friends, financing is really not easy. We must use it effectively in new ways. I believe that Tucki in the coming year will be very different. "

It seems that Xpeng can spend the Spring Festival in a down-to-earth manner.

# Weilai Automobile-After being the worst company for a year, I can finally relax at the end of the year.

I don't know where to start. Weilai company has gradually moved from being popular with everyone to being pushed down by everyone. More media like to use the word "miserable" to describe Li Bin, and Weilai Automobile and Li Bin have also become the most exposed car companies among many new brands.

In the past year, Weilai experienced catastrophic news such as spontaneous combustion, store closure, loss, financing failure, layoffs and senior management turnover, stock crash, and employee salary countdown, even after NIO ended? On the same day, the new car EC6 was released, but this time it was not as rich as the earliest Wukesong, the overall appearance was relatively normal, and even the backstage atmosphere was somewhat depressed. Even so, Weilai's delivery report card this year is still excellent. In the fourth quarter, Weilai delivered a total of 4,799 vehicles, an increase of 35. 1%. The annual delivery has exceeded 20,000 vehicles, but it still cannot completely reverse the company's decline. After all, Tesla and traditional car companies have continued to exert their strength this year, stealing a lot of sales that should have belonged to Weilai.

However, almost at the same time as writing this article, Weilai announced the third quarter financial report, and the word back finally changed after a year. Weilai's revenue in the third quarter was 65.438+0.84 billion yuan, a year-on-year increase of 25.0%, exceeding the market expectation of 65.438+0.743 billion yuan; The net loss attributable to ordinary shareholders of Weilai Automobile was 2,553.6 million yuan, down 73.8% year-on-year. The total sales of electric vehicles was RMB 65.438+73.3 million (about US$ 242.5 million), up 22.5% from the previous month and 265.438+0.5% from the same period last year. Under this influence, Weilai shares soared, with intraday gains exceeding 100%, hitting $4.87, and finally closing at $3.72, with an increase of 53.72%, a record high in the past six months and a market value of nearly $4 billion.

Li Bin himself is full of confidence in the sales volume in 2020, and even throws out the remark that the product strength is not inferior to Tesla. It seems that he is going to declare war on Tesla. It's just that in my personal opinion, whoever loses doesn't count. On the other hand, it seems that elon musk would never say such a thing. Only consumers can really verify it. At this point, Weilai finally landed safely in June+February, 5438, but what awaits Li Bin and Weilai next year must be a fierce battle with Tesla.

# Tesla-Take you to feel the speed of China.

Personally, I think that strictly speaking, Tesla is not a new power car manufacturer at present. No matter the time of establishment or the scale of the company, plus the comprehensive vehicle series, almost more than 50% of the new power brands have exploded, but why should they be added at the end of the article? This is mainly because the company's products have been dividing up the sales of new power manufacturers, and elon musk was able to come to Beijing to meet with China leaders on 20 18-20 19, when the trade friction between China and the United States was serious, and to pull TESL into xinhua gate to finalize the Shanghai factory.

20 19 was a subversive year for Tesla. On October 7th, 20 19 10, Tesla Giga started construction in Shanghai, and the factory was ready for trial production in June of 5438+00, in which the support was self-evident. As we write this article, the domestic Tesla has been delivered to consumers on February 30th, 65438, which has made all relevant people including me feel the "China speed" of Tesla.

In terms of production capacity, the production capacity of Tesla Giga Shanghai can reach nearly 300 vehicles per day, and the Tesla manufactured by the factory will be fully localized in 2020.

Of course, apart from Tesla's layout of domestic models this year? 3. From the mode? The mass production date of Y is getting closer and closer. In 165438+ 10, its latest product "Cybertruck" was released for the first time. Judging from the previous reservation, the future performance of this car is even more exciting. At present, Tesla has not reached the earlier global sales forecast, but considering the future strength of the China factory, it will definitely be a nuclear bomb-level blow to new domestic brands, especially the models with a price of 250,000-400,000 yuan.

Tesla's 2020 is destined to be a nightmare for many new power manufacturers.

Write at the end:

At the end of the article, I shared a passage written by Ms. Lan Hai in the article "To be or not to be, this is the problem of the new forces making cars" a few days ago. The article writes, "For the new car-making forces, how to live in 2020 and 2022 and make a solid three-year plan is the top priority. At the moment when the New Year bell is about to ring in 2020, the heads of all new car-making forces should think about this question: "Is it life or death? Left or right? "After all, entrepreneurship is a narrow escape."

Yes! For all new brands in China, every decision will affect whether the company is alive or dead. The market is so "unfair" to the new power manufacturers, who are like ducks trapped in the water and have little room for fault tolerance. 2020 is definitely a crucial year. There is a high probability that you can survive, and those who can't live will go directly to extinction. Of course, there are still many manufacturers who haven't mentioned it, and I don't want to talk about it anymore, because they are already very dangerous.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.