Wechat scan QR code < / P > < p > to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E7%BE%8E%E8%82%A1 "> U.S. stocks < / a > three major indexes opened lower collectively, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E9%81%93%E6%8C%87 "> Dow < / a > down 0.67%, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E7%BA%B3%E6%8C%87 "> the NASDAQ < / a > fell 1.16%, and the S & P 500 index fell 0.88%. Weilai < / a > auto up more than 10%, < a target ="_ blank" href=" https://news.163.com/news/search?keyword=%E8%82%A1%E4%BB%B7 "> share price < / a > hit a new record, market value exceeded 100 billion US dollars. Last weekend, Weilai launched its first car, NiO et7, with a maximum range of more than 1000 km. U.S. blockchain stocks fell sharply, with marathon patent down 24%, riot blockchain down 20%, bit digital down 17%, and ninth city and Xunlei down 15%. < / P > < p > author Ding Guangsheng < / P > < p > column group of "state ° C" of Netease technology < / P > < p > "the price is lower, the luxury brand identity should be higher.". < / P > < p > this is a sharp comment from netizens after the launch of the first car et7 of Weilai, implying that Li Bin had previously responded to Tesla's price reduction: they want to become "Volkswagen", and our positioning is "BBA". < / P > < p > the starting price of 448000 yuan before the subsidy made many netizens comment that it was "very expensive", and the 100kwh version even reached the price of 500000 yuan, which is also a new record for the new force of domestic car manufacturing. < / P > < p > although this kind of pricing is consistent with the price system of Weilai, the price of the new es8 signature version is 558000 yuan, it must be influenced by the price of 339000 yuan of Tesla Model y, which is undeniably a trouble for Weilai. < / P > < p > in fact, consumers who shout "expensive" are no longer the target users of Weilai. Qin Lihong, President of Weilai, revealed before the meeting that the target of et7 is BMW, and it is also 7 series, such an old flagship large car. < / P > < p > for automatic driving, more than 1000 km range, 3.9 seconds 100 km acceleration and so on, have become the label of Weilai car et7. < / P > < p > it is also the first time that Weilai talked about automatic driving at the press conference. Li Bin said that it is necessary to upgrade electric vehicles from auxiliary driving to automatic driving. This is his understanding of the ultimate form of the car. Li Bin prefers to call this car the "second living room" of the owner. < / P > < p > it's one thing to pile up hardware, and it's another thing for consumers to pay for it. In the end, it's service. < / P > < p > at present, Weilai is the only new car brand in China with a mature car owner community. Its goal is to build a "user enterprise". After sales service, charging service and different car club are all brand differentiation built by Li Bin. < / P > < p > different from the traditional car factories accumulated with the automobile industry for a century, new forces need more strength to "hit" consumers. Fortunately, this mode has been recognized by the capital market. This is also the main source of Li Bin's confidence. < / P > < p > however, some people in the industry think that it will take time for the brand attributes of their own luxury cars to come. < / P > < p > in the short term, the competitive models of Weilai et7 must be mainly luxury entry-level vehicles, so let's start our discussion. < / P > < p > the data shows that in 2019, the sales volume of Mercedes Benz C-class is 150000, BMW 3-Series is 110000 and Audi A4 is 170000. These three popular models can be regarded as the basic models of this level. < / P > < p > this is the market space of about 450000 alternative fuel vehicles of the same level every year, and it is also the "battlefield" that Li Bin sees. < / P > < p > whether to choose a gas vehicle or an electric vehicle is still a matter of anxiety about driving range. All brands are sparing no effort to build a brand infrastructure - overcharge station. By the end of 2020, Tesla has built 620 super charging stations and 710 destination charging stations in China, covering more than 290 cities. In Li Bin's opinion, Weilai is already the best electric vehicle in China in terms of charging experience, because charging, power changing and charging vehicles are all for car owners to choose from. He disclosed at the press conference that 66% of Weilai's car owners have installed household charging piles. So far, Weilai has 100 overcharging stations and 177 power changing stations. < / P > < p > from this point of view, there is a gap between Weilai and Tesla in terms of super charging station, which lies in the variety. < / P > < p > in a word, this is the first mover advantage of pure electric vehicle brand. If a consumer identifies pure electric vehicle, the brand with mature overcharge system will be given priority. This is also the anxiety of BBAS. You will find that BBAS have gradually changed to electric vehicles, whether it is official website or Xuanfa. < / P > < p > however, at present, the construction of charging piles in China is far from meeting the government's plan to build 5 million charging piles by 2020. Once the time is ripe, every old brand may be a new dark horse. < / P > < p > "Tesla is cutting old car owners' leeks, while Weilai is cutting new car owners' leeks.". < / P > < p > this is the auto industry's interpretation of "cutting leek", a car brand. Leek is originally exclusive to the stock market. Who would have expected that once entering the "electric dad" deep like the sea, consumers not only keep an eye on the remaining mileage, but also alert themselves not to become leek. < / P > < p > the probability event is that Weilai will not reduce the price, but Tesla will reduce the price, which benefits from the continuous optimization cost brought by Tesla's larger production, and also comes from the different business concepts of Tesla and Weilai. < / P > < p > Musk's ideal is to accelerate the world's transition to sustainable energy. If you want to realize it, you have to sell as many cars as possible. Tesla will deliver nearly 500000 cars in 2020. In the future, the fortune making abacus is likely to be handed over to the "soft" part, subscription based autopilot service or the largest source. < / P > < p > in this case, the price of Tesla's "hard" part can be low enough to accelerate the delivery of more vehicles. < / P > < p > coincidentally, Weilai also announced that the et7 series is equipped with 19 auxiliary driving functions as standard, but sorry, the complete function is to open on a monthly basis, and the price is 680 yuan / month. < / P > < p > let me show you a set of data. Apple's latest app store revenue in 2020 has reached $64 billion. Similar commercial value is very likely to happen in the future automobile industry - let the excellent hardware and software support the sky. < / P > < p > let's imagine that Tesla's profit from software is to reduce the price of vehicles, and Weilai is to create better services. There is no right or wrong, but the difference behind different ideaschoice. < / P > < p > I just hope that no one will become a leek in the future.