Use wechat scan QR code < / P > < p > to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E7%89%B9%E6%96%AF%E6%8B%89 "> Tesla < / a > issued a document recalling 134951 vehicles. Related reading: < / b > < / P > < p > < p > < / P > < b > < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E8%94%9A%E6%9D%A5 "> Weilai < / a > pledge not to bow to Tesla! < / b > < / P > < p > < / P > < p > < B style = "box sizing: inherit;" > author Ding Guangsheng < / b > < / P > < p > < B style = "box sizing: inherit;" > produced the column group of "state ℃" of Netease technology < / b > < / P > < p > the "fear" of new domestic forces to model y actually began a year ago. < / P > < p > from the "defender" ec6 prepared by Li Bin to the exclamation of Li Xiang. In fact, after nearly 10 years of running, it also made < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%89%B9%E6%96%AF%E6%8B%89 "Style =" box sizing: inherit; color: rgb (0, 140, 210); text decoration line: none; "> Tesla < / a > has enough cards. < p > < p > on New Year's day in 2020, model y will be sold at the highest price of 160000 yuan, which is like a "bomb" to the car market, and the ripple effect is continuing. < / b > < / P > < p > a senior securities and automobile analyst told Netease technology that the impact of < B style = "box sizing: inherit;" > mainly depends on the change of the growth curve, whether it is flat or continues to rise, and whether the new domestic power still has the chance to leap as before, it still needs to be observed. < / b > < / P > < p > surprisingly, BMW's < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%94%B5%E5%8A%A8%E8%BD%A6 "Style =" box sizing: inherit; color: rgb (0, 140, 210); text decoration line: none; "> electric vehicle < / a > ix3, the rare move of straight drop of 70000, also declares the formal participation of traditional luxury cars. < / P > < p > a month has passed since consumers voted with their feet. Let's see if it is true that all kinds of situations at the beginning of this month about rushing to buy Tesla Model y and a large number of unsubscribed electric vehicles of other brands have come true. < / P > < p > < B style = "box sizing: inherit;" > the battle of growth curve. < / P > < p > as of press release, < B style = "box sizing: inherit;" > the earliest delivery time of model y has been scheduled to June < / b >, the sales brother said that the 594km endurance (international working condition law), 339000 price and large space all hit the pain point of Chinese consumers. < / P > < p > so, behind the rising sales of Tesla, is it by grabbing orders? < / P > < p > from the delivery data, < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E8%94%9A%E6%9D%A5 "Style =" box sizing: inherit; color: rgb (0, 140, 210); text decoration line: none; "> Weilai < / a > the number of units delivered in January increased by 3% on a month on month basis, which is far from 324% on a month on month basis at the end of December 2020. < / P > < p > but in January, Weilai still handed over a mixed report card. Although the month on month comparison was not ideal, the data of 2845 units delivered by ec6 exceeded that of 2720 units delivered by ES6, indicating that the differentiation strategy of "sedan" has achieved initial success, and ec6 is the core weapon of Li Bin's benchmarking model y. < / P > < p > the total monthly delivery volume of Xiaopeng automobile is 6015 units, with a month on month growth of 5%, which can not be compared with the 349% month on month growth in December 2020. < / P > < p > the monthly sales volume of ideal car was 5379 units, down 121% on a month on month basis. The source was quoted as saying that ideal car was affected by the supply of parts in January. In addition, it should be noted that Weilai's data shows that three cars are on sale, Xiaopeng's is two, and ideal one is only on sale. < / P > < p > it is worth mentioning that the number of deliveries in January should include the digestion of the orders placed in December last year. At present, we are still strong under the impact of model y. does the growth curve of 2021 have a foothold? This has become a new test for those who are at the helm of new forces. < / b > < / P > < p > Xiaopeng's P5 is being planned, or its price is lower, aiming at a broader sinking market. Weilai relies on its flagship et7 to pull BBA down. Ideal plans to launch a new car every year from 2022. By implication, 2021 is still the year of ideal one. Facts have proved that there is only one ideal car on sale. By virtue of the extended range technology route without mileage anxiety, it has achieved its current performance, and the market has also given approval feedback. < / P > < p > a securities analyst who has long been concerned about the new energy market told Netease technology that the new car building forces performed very well in January, < B style = "box sizing: inherit;" > but the more important impact of model y is the impact on each pricing system < / b >. Next, we need to be more cautious when pricing new cars. < / P > < p > it has been proved that Tesla's "attack" on the new forces of car building keeps the growth curve. The delivery volume of Audi in January is also worthy of reference, with 86900 sets reaching a new high. It can be said that after the wolf came, the performance of traditional fuel vehicles also remained stable. < / P > < p > < B style = "box sizing: inherit;" > there is no winner in the fight for battery life < / b > < / P > < p > let's look at battery life again. Before the arrival of 1000 km battery life, the first question for consumers to buy electric vehicles is how far they can go. And < B style = "box sizing: inherit;" > endurance anxiety is divided into two levels, one is insufficient endurance, the other is charging without refueling convenience. < / b > < / P > < p > therefore, many manufacturers have begun to play the card of 1000 km battery life. Weilai et7, which issued futures, said that 150kwh battery pack has 1000 km battery life, but it is still one year before delivery. In addition, GAC's "Silicon negative battery" can be mass produced this year in the face of experts' doubts. < / P > < p > < B style = "box sizing: inherit;" > the progress of battery technology and the basic layout of charging pile can be said to be the two key points for the popularization of electric vehicles. < / b > < / P > < p > (horizontal comparison of four electric vehicles in sales & amp; price) < / P > < p > look at battery technology, different from charging pile, the progress here is mainly controlled by the supply chain, unless orders are more like Tesla, Ningde times will specially open up production lines for you, and cooperative research and development, there are not many other ways. < / P > < p > at present, the main batteries used in electric vehicles are lithium-ion batteries and lithium iron phosphate batteries. 其中三元锂装机量最大,?
2023-03-22 10:04:27