Wei Lai: hold on, this wave of Tesla can't blow me up

Posted 2021-05-26 00:00:00 +0000 UTC

A lot of people are pushing again. It's getting cold. Because yesterday, two new versions of domestic model 3 were added. One is the long endurance version of the rear drive, which costs 339050 yuan; the other is the high-performance version, which subsidizes 419800 yuan. Mainly for the former, the endurance reaches 668 kilometers, 223 kilometers longer than the original standard upgraded version, and the price is 40000 yuan. In addition, front and rear seat heating and interior speakers are added. It's equivalent to discount, charging, drilling and delivering equipment. It's not good. It's amazing. Some wow, really fragrant, have to buy; some wow, the old car owner is not as good as the dog, and the capitalism has cut the leek - side expression, or really fragrant, or just been cut, also want to buy. After all, with a range of 600 kilometers, it basically eliminates the anxiety of mileage. No matter how anxious you are, it's not a problem that can be solved by technology. It's suggested to read more sutras. By basically eliminating the mileage anxiety, we can basically eliminate the badness of electric vehicles, realize the optimal birth and breeding of species, and realize the price lower than the previous prediction of 350000. The industry is highly praised. What kind of "nuclear bomb" and what kind of "King bomb" are exaggerated but not excessive. They are Maodou · electric light · 3. According to a friend who sat until yesterday to place an order for a domestic long-range version, the official website system collapsed in the afternoon, presumably all of which were stimulated by new cars. I have to admit, it's just when it's not exciting. According to the estimated data of China Federation of passenger transport, 10160 models were sold in March and 16680 in the first quarter. In the new energy circle, it is the first model, twice the second. According to this estimate, under the stimulation, Tesla's single plant contract for China's electric vehicle market seems to be around the corner. After all, the electric car market is narrow and thin, so we need to split a single sales list to discuss the win or lose, because when we put it together with oil vehicles, they are often afraid of bullying people. In such a race track, the rise of a fierce man must have trampled on countless bodies. And the first one was killed, everyone looked at Weilai ES6 empirically and silently. At first glance, it's all electric cars. The price is so close. It's naive not to buy Tesla. At last, the ES6 has a relatively short endurance. It's 420-510 km (depending on three versions and two kinds of packages). If you don't buy Tesla, you'll be honest. But if the details, the logic is actually coquettish, and the coquettish will not agree, although he may secretly be very happy. Lao Ma highly advocates "the first principle" to think about problems, that is, to use the most basic proposition existing in each system as the starting point for reasoning, which is the essence that cannot be violated or deleted. What is the first principle of consumption? Surely it's not the endurance of these floating clouds. In retrospect, it must be demand, demand and demand. On the other hand, even if you make a perpetual motion machine, you will never plug in the electricity in your life. People who don't want it will still not. You should ride a bicycle. After all, the bicycle doesn't plug in the electricity. ES6 and model 3 fundamentally meet different needs of people. Except it's all electric, it's not the same anywhere. First of all, one is a car. Usually the audience of SUV and car is two kinds of people. The former has a special pursuit for trafficability, interior space, family style of three generations traveling together, disdain slope for passing vehicles, imagination embodiment of poetry and distance, etc. the latter is not satisfied structurally. The difference between the two will not even enter the short list of comparison of purchase decisions. At the initial stage of your willingness to buy a car, you decide whether you want an SUV or a car, and then you see what options you have. Now it's easy to confuse, because your consumption behavior has made a little tactical adjustment under the aura of license plate and. You will first look at what is in the category of electric vehicles, and then find that there are limited choices, even more limited choices for more than 300000 luxury electric vehicles. That's why we have to watch it together. As more and more high-end products are produced in this market, the consumption behavior of this kind of oligopoly will gradually weaken. And even if there is a tactical change, it only increases the scope of consideration and does not affect the demand itself. You really need an SUV, and you will choose one in the end. Second, the level is totally different. According to the traditional wheelbase method, ES6 is a class C SUV and model 3 is a class B car. It is very intuitive in terms of numbers: the 3D of ES6 is 4850 / 1965 / 1758mm, and the wheelbase is 2900mm; the 3D of model 3 is 4694 / 1850 / 1443mm, and the wheelbase is 2875mm. ES6 should be one circle larger in size. According to the post doctrine, ES6 is a class C SUV and model 3 is a class a car. In many aspects such as workmanship, configuration and service, Tesla's American retro style is very strong. All her life, she is uninhibited and loves freedom. If you are looking forward to more than 300000 models with a sense of luxury at this price, it is recommended to give up model 3. Tesla is not very sensitive to the luxury configuration recognized and sought after in China. Generally speaking, the product definition is in the freestyle of "I want to feel". In addition, the luxury car has a very important basic feature, is to choose a rich, so as to maximize support for the personalized needs of car owners. To have money is to be able to do whatever you want. To express yourself through commodities is also a kind of consumerism belief. Tesla's operation is very counter common sense. The interior package of model 3 is a set of fixed black. There are only five kinds of body colors. In addition to black, there are 8000 yuan to be added. There are only two kinds of wheel hubs. The default is 18 inches, and the upgrade of 19 inches is 6000 yuan. It's not a typical luxury car, although it's really expensive. In contrast, ES6 has eight exterior colors, six of which are free by default, including the most popular stratospheric blue for car owners, and my favorite morning fog green - it is said that designers from Weilai Germany saw the morning fog of Bavaria forest. This is the view on the top of brgioia. In addition, there are three kinds of interior materials, five colors and five kinds of hub. Speaking of this, you will suddenly find that the price is not so cheap, because you need to pay more for everything. This is Tesla's old routine. For example, its soul combat power, competitive head harvester, and FSD (fully automatic driving ability) optional bag, Cai Wenji's assistant king, are also subject to price increase. Currently, the charge is 56000 yuan. Those advanced functions, such as auto parking, auto assisted navigation driving, intelligent calling, as well as the upcoming traffic signal recognition, auto assisted driving in urban streets, are all in the FSD package. The basic version of AP has to be dregs. Only by adding money can you live with confidence. If you make a little pursuit and add a private stake, a decent model 3 rear drive long-term version will have to exceed 400000. After deducting the new energy subsidy (27500 yuan for private purchase) and the purchase tax reduction (36907 yuan), we can get to about 350000 yuan of the increased font. This kind of chicken thief is the same old way. In fact, the price of Tesla's rear drive long-range naked car should be 366550 yuan, less than 340000 yuan including subsidies. If the final price is more than 350000, it means that it's a little over the consumer's psychological acceptance line, and the risk is too high. Tesla then took the serpentine script and made a wild exploration in the lower reaches of the boom and bust line. There are only two hard core differences in products. One is the ability of autonomous driving. Tesla is definitely better. After all, it is the leading brand moat of Tesla. The second is to make a detour back to endurance. The 668km of eugenics and eugenics, compared with the current ES6, is 510km at most (84kwh battery pack is equipped above the performance version). Although the gap will be wiped out after the 100kwh battery pack goes online in the fourth quarter of this year, the ES6 can also reach 600km. At the same time, in addition to vehicle purchase, we also launched battery rental service, reducing the one-time starting price. Based on the gross profit rate of Yulai, it is unlikely to reduce the price directly, but lowering the threshold is also a kind of competitiveness. Based on Weilai's power exchange system, battery rental is not a dream. In the later stage, there will even be a daily rental form on the 100kwh battery pack, so you can enjoy a 600 km long endurance more flexibly and conveniently. Old car owners can also upgrade by changing electricity, not afraid to be left in the dust of iteration, although more or less they will spend more money. At present, power exchange is the most efficient way to supplement energy, and it is becoming higher and higher. Even if the endurance is increased and the battery capacity is increased, the power change will not increase the power up time. In terms of mode, Wei Lai can even take the road of vehicle electricity separation. The problem of battery attenuation is separated from the residual value of the whole vehicle, and the battery maintenance is left to Wei Lai, which greatly reduces the threshold of car purchase and improves the residual value of the vehicle. So in a word, although ES6 has lost at present, it is not large or lasting. In addition, at the end of the shaft, there are services. This is because there are some bullies in Yulai, such as life-long free power change, life-long free warranty, one button power up, etc., which are not detailed. The premise of detailed explanation is at least that there is content to compare. For example, the one button power up service is unique and open to the public. It is said that Tesla owners are also very frequent, probably the most frequently used owners of other brands. Many people think this is marginal bonus, not core competitiveness. It really depends on your needs and your experience. Veteran drivers who are familiar with the cost of car use may be very interested in Weilai, because it can truly solve the problem of the whole life cycle, and it is likely that there is no charge. Then the question becomes, you need to save money and worry + good products, or just a better product. Differences in demand determine everything. As the co-founder, President and we said, the domestic model 3 rear drive long-term version has advantages in terms of endurance, and its price is more friendly to the people. It really shows a very friendly attitude. If Weilai ES6 and it are put together, there are obvious differences. It's like comparing the 3 series with X5. In fact, there is no comparability. It is recommended that consumers carefully compare when purchasing. Many long-term observers of electric vehicles, such as garage 42, electric planet news, geek car, etc., are more willing to add the model 3 as a threat to traditional luxury oil vehicles. America has done it first. Since 2018, model 3 has been the champion of the whole premium segment, regardless of fuel and electricity. Last year, it accounted for 23% of the U.S. market for compact, mid size luxury cars. And several other mainstream luxury brands can't do it. In the Chinese market, the electric counterattack is beginning. In March when the model broke through 30000, the company was able to crush all other high-end cars, including BBA's various models in charge. Compared with stepping on peers, the popularity of model 3 will further expand the share of electric vehicles in the total market, drive more people to understand intelligent electric vehicles, and improve market awareness and acceptance. When more people accept electric vehicles and understand the product diversity and choice differences, the market will become more and more daily, and people's consumption behavior will also be daily, so the differences between products will be more easily recognized. The logic of this market is to broaden the width of the track, and everyone has the opportunity to run on the track. As for those who insist on breaking away from the demand, resolutely do not look at the product, only rely on the belief to top up, and then recognize Tesla or Weilai, they will never have none. It's a brand victory. Only from the brand level, there are also differences among people. stay

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