Tshwj xeeb|Xpeng Mona Kev Txhim Kho: Jiang Wen Ua Haujlwm Tus Thawj Coj thiab Qhia BYD Roj Teeb
May 15, 2024
21st Century Business Herald Wu Xiaoyu qhia los ntawm Beijing
Tom qab Weilai tau tshaj tawm lub npe tshiab "Ledao" mus nrhiav kev muag khoom, Xiaopeng tseem yuav tso nws txoj kev cia siab rau nws lub npe thib ob - MONA rau kev loj hlob.
21st Century Business Herald tau kawm los ntawm ntau qhov chaw ywj pheej uas MONA thawj lub tsheb yog tsim los ntawm Xiaopeng's Zhaoqing Hoobkas. Lub tsheb tsim khoom sim tau dov tawm ntawm cov kab ntau lawm thiab tab tom yuav nkag mus rau theem PT2. Cov khoom siv roj teeb suav nrog BYD.
PT (Production Trial) yog qhov kev kuaj xyuas ua ntej kev tsim tsheb loj, feem ntau muab faib ua PT0, PT1 thiab PT2. Thaum PT2 ua tiav, MONA txav mus rau hauv kev tsim ua ntej (PP) thiab cov khoom me me (SOP).
Lub Hoobkas Xpeng Zhaoqing qhov chaw MONA nyob muaj peev xwm tsim tau txhua xyoo ntawm 200, 000 tsheb. Nws tseem yog qhov chaw tsim khoom ntawm Xpeng tus qauv nrov P7. Thaum kawg ntawm Lub Ib Hlis xyoo no, txhawm rau muab cov qauv tshiab rau hauv kev tsim khoom, Xiaopeng tau nqis peev 100 lab yuan los txhim kho lub tsheb ntau lawm kab ntawm Zhaoqing Hoobkas.
Txhawm rau coj Ledao, NIO CEO Li Bin tau qhia cov thawj coj loj ntawm sab nraud - Ai Tiecheng, uas muaj keeb kwm Disney, ua tus thawj tswj hwm. Txawm li cas los xij, tus thawj tswj hwm ntawm Xpeng's sub-brand MONA raug xaiv sab hauv.
Tus neeg sau xov xwm los ntawm 21st Century Business Herald tau kawm tias tus thawj coj ntawm MONA yog Jiang Wen, nrog rau qib P9. Nws tau nrog Xiaopeng tau ntau xyoo thiab tau tswj xyuas cov haujlwm thiab ua lub luag haujlwm zoo. Ua ntej koom Xpeng, Jiang Wen tau ua haujlwm ntawm Geely Automobile Research Institute thiab Baoneng Motors.
MONA yog tus thawj coj ntawm Didi txoj haujlwm tsim tsheb "Da Vinci". Thaum lub Yim Hli xyoo tas los, Xpeng tau txais qhov kev tsim tsheb no rau kev txiav txim siab tag nrho ntawm kwv yees li 5.4 billion yuan. MONA thawj lub tsheb yog A-class compact electric sedan nqi ntawm 100,000 thiab 150,000 yuan. Nws yuav nruab nrog Xpeng qhov kev tsav tsheb siab tshaj plaws thiab xav tias yuav raug tso tawm rau lub Rau Hli thiab yuav pib thiab xa tawm hauv peb lub hlis twg.
"MONA tam sim no yog pab pawg nyob rau hauv kev nyuaj siab tshaj plaws hauv Xiaopeng," tus neeg sab hauv ze rau Xiaopeng tau hais tawm. Hauv thawj plaub lub hlis xyoo no, Xpeng ua tiav kev muag khoom ntawm 31,200 lub tsheb, qhov nruab nrab tsawg dua 10,000 tsheb ib hlis, thiab tsuas yog ua tiav 11.1% ntawm lub hom phiaj muag txhua xyoo ntawm 280,000 tsheb. Txhawm rau ua tiav nws lub hom phiaj, Xpeng yuav tsum muag ntau dua 30,000 tsheb ib hlis hauv yim lub hlis ntxiv. Raws li cov khoom lag luam loj-kev lag luam tshiab xyoo no, kev cia siab thiab siab MONA nqa tau tshwm sim.
Tab sis Xpeng Motors CEO He Xiaopeng muaj kev cia siab siab rau MONA. Ntawm Beijing Auto Show nyob rau lub Plaub Hlis xyoo no, nws qhov kev cia siab rau MONA yog "dhau Xiaomi SU7 nyob rau ib nrab ntawm lub xyoo." Xiaomi SU7 tau pib xa tawm thaum Lub Plaub Hlis 3 thiab npaj kom xa 100,000 units rau xyoo no.
Didi tus tsim, Xpeng tus ntse tsav tsheb, thiab tus nqi ntawm 150,000
Qhov project Da Vinci nqa Didi lub ambition los tsim tsheb. Thaum pib ntawm 2021, Didi zais cia "Da Vinci Project" sab hauv, npaj los tsim kom muaj hluav taws xob ntshiab rau cov neeg caij tsheb lag luam.
Txhawm rau tsim tsheb, Didi tau nqis peev ntau ntawm cov neeg ua haujlwm thiab nyiaj txiag. Tus thawj coj ntawm DaVinci project yog Yang Jun, tus lwm thawj coj ntawm Didi Chuxing thiab tus thawj tswj hwm ntawm Xiaoju Auto Services. Thaum nws qhov siab tshaj plaws, tus naj npawb ntawm cov neeg ua haujlwm tau mus txog 2,000, nrog cov tswv cuab tseem ceeb los ntawm BAIC thiab Baoneng Motors. Raws li kev tshaj tawm kev lag luam ntawm Didi thiab Xpeng, qhov project no yuav raug kev poob qis ntawm 763 lab yuan thiab 2.638 billion yuan hauv 2021 thiab 2022 raws li.
Xpeng tus thawj tswj hwm Gu Hongdi tau tawm tswv yim hauv kev xam phaj nrog xov xwm thaum kawg lub Yim Hli xyoo tas los tias lub tsheb hluav taws xob ntse no muaj "kev ua tiav siab heev" thiab "yog ib qho khoom muaj nqis txaus nyiam" rau Xpeng.
Tab sis kev tsim tsheb yog ib qho kev lag luam nyuaj heev, thiab Didi txoj kev taug kev ua tsheb tau muaj kev sib tw thiab tig.
Ua ntej qhov project Da Vinci tau pib, Didi tau "sib koom ua tsheb" nrog BYD. Didi yog lub luag haujlwm rau cov khoom txhais, thiab BYD yog lub luag haujlwm rau kev tsim kho engineering thiab kev siv. Nws tau tshaj tawm thawj qhov kev hloov kho online-hailing D1 thaum lub Kaum Ib Hlis 2020, thiab Thawj Tswj Hwm Cheng Wei tus kheej tau sawv. Raws li Cheng Wei txoj kev npaj, D1 yuav rov qab mus rau ib qho version txhua 18 lub hlis. Los ntawm 2025, D1 yuav rov qab mus rau D3. Cov tsheb sib koom nruab nrog kev tsav tsheb tsis muaj zog xav tias yuav nrov ntawm Didi platform rau ntau dua 1 lab units.
Hauv 2021 thiab 2022, D1 muag tsuas yog 10,100 thiab 994 units - tsis txawm ntau npaum li qhov muag txhua hli ntawm tus qauv nrov. Nyob rau lub Kaum Ib Hlis 2021, Ideal ONE qhov muag txhua hli mus txog 13,400 units.
Hauv nws txoj kev koom tes nrog BYD, Didi feem ntau yog lub luag haujlwm rau kev caij tsheb, suav nrog kev tsim sab hauv thiab sab nrauv, lub rooj zaum prototypes, thiab lwm yam. Nws tsis tau paub txog cov thev naus laus zis tseem ceeb thiab tau hais tsawg dua. Hauv kev sib koom ua lag luam ntawm ob tog, BYD thiab Didi tuav 65% thiab 35% ntawm feem. Xyoo 2021, Didi tau tso nws txoj kev koom tes hauv kev tsim tsheb, pib lub phiaj xwm Da Vinci, thiab pib tsim tsheb ywj pheej.
Kev tsim tsheb ywj pheej tsis tsuas yog muaj lub nra hnyav nyiaj txiag, tab sis kuj siv sijhawm ntev kom ua tiav cov txiaj ntsig. Daim ntawv tshaj tawm qhia tau hais tias Didi qhov poob yuav ncav cuag 23.8 billion yuan hauv 2022, thiab nws yuav siv sijhawm ntev dua kom tau txais txiaj ntsig. Los ntawm kev tsim kom muaj txiaj ntsig, nws siv Li Auto 8 xyoo thiab Tesla ntau dua 10 xyoo. Txhawm rau tsim kom muaj txiaj ntsig zoo, cov tuam txhab tsheb kuj yuav tsum tau txais cov khoom tsim nyog. Thaum Lub Peb Hlis 2022, txhawm rau kom tau txais kev tsim tsheb tsim nyog, Didi tau nthuav tawm los npaj kom tau txais lub zog tshiab lub tsheb tsim hluav taws xob Guoji Zhijun, tab sis txoj kev npaj ua tsis tau zoo nyob rau xyoo tom ntej thiab ib nrab.
Thaum kawg, Didi lub tsheb ua npau suav tau pom los ntawm Xpeng Motors. Thaum lub Yim Hli xyoo tas los, Xpeng tau txais qhov kev tsim tsheb no rau kev txiav txim siab tag nrho ntawm kwv yees li 5.4 billion yuan.
21st Century Business Herald tau kawm tias tom qab pab pawg Da Vinci raug tshem tawm, tus thawj coj, Yang Jun, tau koom nrog CATL ua tus thawj coj ntawm Times Electronic Services Company. Cov tseem tshuav ntau tshaj li ib puas tus tswv cuab tau koom ua ke rau hauv pab pawg Xpeng MONA. Feem ntau ntawm cov tswv cuab no tau tsom mus rau hauv Intelligent cockpit, software txhim kho thiab lwm yam haujlwm.
Kev faib ua haujlwm ntawm ob tog yog qhov tseeb. Rau MONA thawj lub tsheb, thawj pab pawg Didi yog lub luag haujlwm rau kev tsim, ib feem ntawm R & D thiab kev muag khoom. Tom qab Xiaopeng tau dhau los, nws yog lub luag haujlwm rau kev tshawb fawb thiab kev tsim kho, cov saw hlau, kev tsim khoom thiab kev tsim khoom, nrog rau kev muag khoom rau cov neeg siv khoom zoo tib yam.
"Raws li tus nqi ntau dua RMB 100,000, MONA qhov tseem ceeb tshaj plaws yog tsim, roj teeb lub neej, thiab kev tsav tsheb ntse." hais ib tus neeg sab hauv ze rau Xpeng.
Tus qauv tsim yog ua los ntawm thawj pab pawg Didi, thiab pab pawg Xpeng tseem yuav ua qee qhov kev hloov kho me me. Judging los ntawm cov neeg soj xyuas cov duab, lub tsheb muaj ib tug streamlined tsos thiab yog nruab nrog integrated pem hauv ntej thiab rear teeb.
Hais txog roj teeb lub neej, cov neeg paub txog qhov teeb meem tau hais tias lub roj teeb ntawm MONA thawj lub tsheb suav nrog BYD, thiab lub roj teeb lub neej yog ntau tshaj 500 km. Qhov no yog sib npaug rau 580-kilometer range ntawm G6 nkag-theem qauv, uas pib ntawm 179,900 yuan.
MONA tseem yuav yog lub kauj ruam tseem ceeb rau Xpeng los txhawb kev tsav tsheb siab tshaj plaws rau cov tsheb pheej yig dua. Raws li He Xiaopeng qhov kev xam phaj nrog xov xwm thaum lub Yim Hli xyoo tas los, Xiaopeng yuav hloov MONA nrog Fuyao architecture suav nrog XNGP (txhua qhov xwm txheej txawj ntse pab tsav tsheb) thiab X-EEA3.0 hluav taws xob thiab hluav taws xob architecture.
Kev sib tw tsis raug nrog Xiaomi thiab Thalys, MONA yeej BYD nrog kev tsav tsheb ntse
Lub 200,000-300,000 yuan lag luam yog lub lag luam zoo tshaj plaws hauv He Xiaopeng lub siab. Nws muaj qee yam muaj peev xwm hwm thiab loj txaus.
Xpeng tau xa peb ntawm nws cov khoom ntawm no, uas yog P7i, uas yog positioned raws li ib tug nruab nrab-qhov loj me ntshiab hluav taws xob coupe, lub G6, uas yog positioned raws li ib tug nruab nrab loj SUV, thiab lub G9, uas yog positioned raws li ib tug loj tsib- seat SUV.
Tab sis tam sim no, 2{{8}0,000-chav kawm tshiab lub zog lag luam kuj yog qhov kev sib tw sib tw tshaj plaws. Txij li thaum pib ntawm lub xyoo no, cov khoom tshiab xws li Xiaomi SU7, Cyrus M5, Ideal L6, thiab Xinji Krypton 001 tau pib, sib tw head-on nrog Xpeng cov khoom. Lawv txhua tus muaj lawv tus kheej lub zog. Xiaomi ua tau zoo tshaj hauv hom thiab kev lag luam. Qhov zoo ntawm Xinji Krypton 001 nyob hauv nws qhov kev ua tau zoo. Nws cov version saum toj kawg nkaus tuaj yeem nrawm ntawm 0 txog 100 mph hauv tsuas yog 3.3 vib nas this. Wenjiexin M5 Intelligent Driving Edition yog sau nrog kev txawj ntse. Nws yog thawj tus qauv uas yuav tsum tau nruab nrog ob qho tib si HUAWEI ADS 2.0 advanced intelligent tsav system thiab Hongmeng Intelligent Cockpit 3.0.
Xpeng yog qhov zoo ntawm kev tsav tsheb ntse, tab sis ob peb ntawm nws cov khoom muag tseem ceeb yog cov tsheb qub uas tau nyob hauv khw tau ntau xyoo. Lawv tau dhau los ntawm lub voj voog muag kub, thiab nws yog qhov nyuaj rau sawv tawm thaum sib tw nrog cov khoom tshiab.
Xpeng P7 tau muag rau plaub xyoos thiab yog "lub tsheb qub ntawm cov tsheb tshiab," hais tias Xpeng tus tswv lag luam. Kev muag txhua hli ntawm P7 tau tshaj 9,{3}} units hauv 2021. Kev muag khoom ntawm lub ntsej muag P7i tau nyob ib ncig ntawm 5,000 units tom qab nws tso tawm hauv lub Peb Hlis xyoo tas los. Txawm li cas los xij, nyob rau lub Plaub Hlis xyoo no, kev muag khoom poob rau 2,383 units. G6 kuj tau ntsib lub voj voog muag kub luv luv. Kev muag khoom nyob rau hauv lub quarter thib plaub ntawm xyoo tas los ib zaug tshaj 8,{12}} units, tab sis kev muag khoom nyob rau hauv thawj peb lub hlis twg ntawm lub xyoo no poob mus rau ntau tshaj 1,{14}} units. Thiab G9 yog 1.5 xyoo tom qab nws thawj zaug ntaus lub khw.
Xpeng thawj cov khoom tshiab tau tshaj tawm xyoo no yog X9. Tus nqi pib thaum nws raug tso tawm yog 359,800 yuan. Nws yog cov khoom lag luam nrog cov txiaj ntsig siab tshaj plaws hauv cov khoom lag luam thiab muaj kev txwv tsis pub muaj kev muag khoom ntxiv. Hauv thawj plaub lub hlis ntawm lub xyoo no, Xpeng kev muag khoom yog 31,200 lub tsheb, uas yog qis dua NIO lub tsheb 45,600 thiab Ideal 106,100 tsheb.
MONA yog Xpeng thib ob cov khoom tshiab xyoo no. Lub tsheb ntse tus nqi qis no yuav ua haujlwm tseem ceeb ntawm Xpeng qhov muag.
BYD yog MONA tus neeg sib tw uas tsis tuaj yeem zam tau. Raws li Che Di, nyob rau lub Plaub Hlis Ntuj xyoo no, BYD Qin PLUS DM-i thiab Yuan PLUS muag 27,800 units thiab 23,300 units raws li, qeb duas ntawm 120, 000-180, 000 yuan cov khoom siv hluav taws xob tshiab. Sab saum toj ob. Txawm li cas los xij, piv nrog BYD, Xpeng muaj qhov zoo ntawm kev txawj ntse. Nws lub XNGP system yog thawj qhov tsim tawm tag nrho-scenario pab tsav tsheb hauv Suav teb.
Hauv kev xam phaj nrog xov xwm thaum Lub Yim Hli xyoo tas los, He Xiaopeng tau hais tias MONA qhov kev sib tw yuav dhau deb tshaj li ntawm cov khoom lag luam hauv khw, thiab nws xav tias yuav muag ntau dua 100,000 units hauv ib xyoos.
Ntau tus neeg muag khoom ze rau Xpeng tau hais tias Xpeng tau dhau los ua qhov zoo tshaj plaws hauv kev tsim kho channel rau MONA. "Thaum ntxov, peb yuav qhib 'cov khw muag khoom hauv khw' hauv cov khw muag khoom tsim nyog Xpeng, thiab tom qab ntawd qhib cov khw muag khoom cais rau MONA hom."
Ntxiv rau cov neeg siv khoom zoo tib yam (C-sab), MONA tseem yuav raug muag rau cov chaw ua haujlwm tsheb xav tau (B-sab) xws li cov tsheb thauj khoom hauv online.
Didi yog Xiaopeng tus txiv neej sab xis hauv kev muag tsheb. Thaum lub Yim Hli xyoo tas los, Xpeng thiab Didi tau ua tiav daim ntawv cog lus muag khoom muag txhua xyoo nrog qis qis ntawm 100,000 units thiab qhov txwv siab tshaj ntawm 180,000 units rau ob xyoos sib law liag: Saum toj no ob xyoos, thaum muag tshaj 100,000 units nyob rau hauv tib lub xyoo, Didi yuav pib tau txais Cov shares ntxiv uas muab los ntawm Xpeng tuaj yeem tau txais qhov ntau tshaj plaws ntawm cov shares ntxiv thaum qhov muag ntim nce mus txog 180,000 units. Hauv thawj theem, Xpeng yuav tsum tau tshaj tawm txog li 14.0546 lab shares rau Didi, thiab nyob rau theem thib ob nws yog 14.2765 lab shares.
Txhawm rau kom nrhiav kev muag khoom loj hlob, NIO thiab Xpeng tau koom ua ke tsim cov npe khoom lag luam thiab cov qauv qis dua. Tab sis nyob rau hauv lub sij hawm ntev, khiav ob lub npe zoo yuav tsum tau cov khoom txhais lus meej dua, tsis txhob muaj kev sib tw sab hauv, thiab tau txais kev txhawb nqa los ntawm kev noj qab haus huv nyiaj txiag. Tom qab nrhiav kev muag khoom, qhov kev sim tshiab tawm rau Weilai thiab Xiaopeng nyuam qhuav pib.
Peb cov roj teeb txhuas txhuas tau ua tiav kev koom tes nrog ntau lub tuam txhab tsim tsheb, xws li Tesla, BYD, thiab Mercedes-Benz. Lawv qhov kev xaiv tsuas yog qhia txog qhov zoo ntawm peb cov khoom thiab kev nplij siab ntawm peb cov kev pabcuam. Yog tias koj xav paub ntau ntxiv txog cov khoom lag luam, koj tuaj yeem nyem qhov txuas no:
https://www.stamping-welding.com/aluminum-battery-cases/aluminum-housing-for-li-ion-batteries.html
Thaum koj xaiv hu rau peb, koj yuav tau txais cov lus qhia ntxaws ntxiv txog peb cov khoom thiab txaus siab rau cov kev pabcuam zoo los ntawm peb pab neeg ua haujlwm. Koj tuaj yeem tiv tauj peb hauv xov tooj, email lossis kev sib tham hauv online. Peb pab neeg ua haujlwm pabcuam tau npaj los teb koj cov lus nug, hais txog koj cov kev txhawj xeeb, thiab muab cov lus pom zoo rau koj tus kheej.
