Editor's note: 2023 is the first year after the three-year epidemic of the Chinese economy. It is under many pressures from the external environment and internal development, but after experiencing difficulties, we should strengthen our confidence.
At the bottom of the valley, on the way up. Guandian New Media continues to plan and launch an annual series of reports - "The Year at the Bottom", in order to comprehensively and deeply focus on the strength and tenacity of outstanding corporate groups in difficult times. They have encountered ups and downs but have a good heart.
At the same time, we will continue to dialogue with a group of economists and industry leaders with global vision and rich knowledge to interpret the future development of China's economy and industry from their perspectives.
Viewpoint Network On the afternoon of December 26, 2023, with the audience shouting "far ahead", the world m9 press conference, which lasted 1 hour and 22 minutes, came to a successful conclusion.
In 2023, Wenjie went out of a steep curve. With the launch of Wenjie New M7 in September, it broke out against the market and became a new energy dark horse.
The development path of the consulting industry is tortuous.
Returns to the development path of the consulting industry, which is generally upward.
In 2013, Huawei established the Internet of Vehicles business department. In December of the same year, it released the me909t vehicle communication module that supports 4G, officially entering the Internet of Vehicles. From 2017 to 2019, Huawei successively reached cooperation with car companies such as BAIC New Energy, Changan Automobile, Dongfeng, etc. to provide incremental parts and establish Huawei's parts model. In April 2019, Huawei officially established the smart car solutions business unit, and then successively launched hi mode models and smart selection models. In hi mode,
is jointly defined and jointly developed by Huawei and car companies. The known cooperative car companies include: BAIC Blue Valley- Jihu , Changan Automobile- Avita . The smart selection model mainly refers to Huawei's deep involvement in car companies' product definition, core component selection, marketing service system and other fields, and the cooperative models will also enter Huawei terminal stores for sale. The car companies currently cooperating include , Cyrus, , Chery , , JAC and BAIC.
As a result, Huawei’s three major models for participating in new energy vehicle manufacturing have been established: parts model, huawei inside (hi) model, and smart selection model. Among them, Hongmeng Zhixing is the product matrix composed of Huawei’s smart car selection model.
Wenjie is the pioneering work launched by Hongmeng Zhixing. It is developed and produced by Huawei and Thalys. At the end of 2021, Wenjie’s first product, m5, will be launched. In the same year, Yu Chengdong began to concurrently serve as Huawei's car bu ceo, leading Huawei's smart car selection model business. After
asked the world m5 to be launched, there was a short-term sales explosion from June to October 2022, but then began to decline. In July 2022, based on the Wenjie m5, the Wenjie m7 made corresponding improvements and upgrades and was launched into the market. However, market feedback was still lackluster, with the highest monthly sales volume being only 5,226 units, and even dropped to 432 units.
In order to boost sales, Yu Chengdong was also photographed working overtime to patrol the Huawei offline store in his hometown of Anhui during the Spring Festival holiday on January 23, 2023, explaining the details of Wenjie m5 and m7 to customers.
Faced with a less-than-expected start to 2022, Hongmeng Intelligence not only has to respond to complaints and questions from external users, but also requires stricter internal supervision.
On March 8, 2023, when Wenjie released promotional posters on multiple platforms, the original slogan changed from "aito wenjie" to "huawei wenjie", which led to the outside world thinking that "Huawei is building cars." Therefore, on March 31, Huawei Chairman Ren Zhengfei signed the "Resolution on Huawei Not Making Cars", emphasizing that Huawei/huawei cannot be used in vehicle promotion and appearance. The development path of
has been tortuous, which has also led the industry to actively seek breakthroughs.
In the second half of 2023, Hongmeng Zhixing plans to launch the Wenjie New M7 and Wenjie M9. Yu Chengdong said, "Huawei has invested 500 million heavily in the Aito Wenjie New M7 series to become the ceiling of smart cockpits, smart driving and smart safety." .
In 2023, Wenjie models have completed 8 upgrades, and 921 stores have been deployed, covering 32 provinces and 222 cities.
Alarm bell for new car-making forces
According to data released by the Passenger Car Association, domestic sales of new energy passenger vehicles in 2023 will be 7.736 million units, a year-on-year increase of 36.2%.
In 2023, new forces will continue to pour into new energy vehicles, among which Xiaomi's su7 and the "meizu dreamcar mx" jointly launched by Meizu and Geely are the most popular.
In addition, new energy vehicle manufacturing has also experienced a reshuffle in 2023. WM Motor and AIWAYS, which were once the second tier with Zero Run and Nezha , were eliminated. The car companies at the poker table have sounded the alarm.
Data source: public market data, opinion index compilation
According to the 2023 annual sales data officially released by each brand, the sales volume of most new forces have achieved varying degrees of growth compared with the previous year. Among them, the most outstanding performance is Zhiji Automobile , with sales increasing by 665% year-on-year compared to 2022.
As the first generation of new car-making force "Wei Xiaoli", sales have increased in 2023, of which Weilai has a year-on-year growth of 31%, Xiaopeng has a year-on-year growth of 17%, and Ideal has a year-on-year growth of 182%. It can be clearly seen that the first generation of new forces has a tendency of polarization. The annual sales volume of
Wenjie in 2023 is approximately 94,400 vehicles, almost catching up with the Jikrypton as the "Four Little Dragons" of new energy.
According to official monthly data, Wenjie's sales began to change qualitatively in September after the launch of Wenjie's new m7. Sales in the fourth quarter of 2023 alone accounted for 58% of the total for the whole year.
The upgrades of Wenjie Xin m7 are mainly reflected in the intelligent cockpit, intelligent driving, body structure, chassis materials and other components, which cater to the needs of major customer groups.
According to a 2022 survey of Wenjie users by Chezhi.com, Wenjie’s customer base is mainly young and middle-aged male consumers who have already started a family, and most of them are second-hand consumers who want to trade in or purchase a large-space household SUV. First time car purchase user.
Therefore, in response to the needs of the target customer group, the new Wenjie m7 launched this time mainly focuses on improvements and upgrades in the following three aspects: the new Wenjie m7 chassis is equipped with huawei dats 2.0 for the first time, which will improve driving comfort and safety; The body's submarine-grade hot-formed steel accounts for 24.4%, and high-strength steel and aluminum alloy account for 80.6%, achieving a body strength of 1500mpa; the active safety is equipped with the industry's first omnidirectional anti-collision system, which is a step forward compared to the previous forward active safety.
Data source: public market data, compiled by opinion index. Comparing
with the sales data of models at the same price level, the sales volume of Wenjie New M7 in the month it was launched was 5,248 units, a year-on-year increase of 431.17%. The sales volume in November has reached 17,039 units, surpassing ideal l7 It topped the sales list of medium and large new energy SUVs.
also continued to maintain a rapid growth momentum in December, widening the gap with the ideal L7, once again ranked first in the month with a monthly sales of 20,611 units, and set a new single-month delivery record for the new M7.
In 2023, the complaint data of the car quality network on the industry showed that complaints about pre-sales/after-sales services accounted for 54%, most of which were complaints about the inability to deliver on time.
As the sales of the Wenjie series continue to rise, the impact of Cyrus's production capacity not keeping up with orders is gradually expanding.
In order to appease users who are still waiting for their vehicles to be scheduled for production, He Liyang, President of Cyrus Automobiles, said at the Wenjie M9 launch conference on December 26 that Cyrus Automobiles is rapidly increasing production capacity. At the same time, Wenjie m9’s new super smart factory will achieve the world’s highest production efficiency of rolling off a new car every 30 seconds.
According to official predictions from the industry, starting from 2024, the monthly delivery capacity is expected to exceed 30,000 vehicles.
According to user survey data, Wenjie m7’s main customer base is middle-aged men who travel at home.
The various performance and configuration upgrades of Wenjie m9 are intended to cater to the travel needs of business people. At the same time, the price range of Wenjie m9 has increased compared to the new Wenjie m7 that was launched in September. 88%.
Wenjie m9 has a total of 6 first innovations, namely car lights, light field screen, ar-hud, huawei sound, AI smart crystal and chassis.
At the same time, compared with the new M7 in September, it has returned to a large 6-seater configuration.
This smart cockpit is also one of the "highlights" of the conference. The number of display screens is a hard indicator to measure the smart cockpit. The Wenjie M9 is fully equipped with 10 screens, and each seat is equipped with an independent large screen. In comparison , ideal l9 is configured for 5 large screens.In terms of intelligent safety,
adopts a Xuanwu body, and the aluminum alloy volume of the entire vehicle accounts for up to 80%. In addition,
has also upgraded the privacy function based on Wenjie's new m7, and is equipped with a privacy sound shield, which can adaptively follow the driver's head for sound shielding. When turned on, it can block 90% of second-row conversation information.
As sales continue to grow, problems with charging convenience arise.
In 2023, Wenjie's sales will reach 94,400 vehicles, and according to Hongmeng Zhixing's official forecast, Wenjie's target sales in 2024 will be 600,000 vehicles, resulting in an increase in the demand for the deployment of charging services.
According to official statements, Hongmeng Smart has currently deployed charging service support in about 340 cities across the country, providing 4,500 high-speed charging stations and 700,000 charging piles.
In order to coordinate the demand for smart car charging services under Hongmeng Smart, on January 4, 2024, Cyrus and Huawei Digital Energy jointly announced that the two parties will work together to promote the deployment of new energy vehicle charging and supercharging networks to achieve platform interconnection.
So far, Huawei has launched in-depth cooperation with more than 10 domestic car companies on charging services, and may form a charging service alliance in the future to improve the efficiency of charging pile utilization.
According to Yu Chengdong, Huawei will take the lead in deploying more than 100,000 Huawei fully liquid-cooled ultra-fast charging piles in more than 340 cities and major highways across the country in 2024.
At the same time, in terms of battery quality and safety, on December 20, 2023, CATL signed a cooperation agreement with Cyrus Group. The two parties will carry out in-depth cooperation in overcharging technology, battery safety and other aspects.
CATL will provide high-quality battery products for the Aito Wenjie series models in the long term.
A year at the bottom | At the bottom, on the way up.
