Dzulo, Ideal idatulutsa mndandanda wazogulitsa sabata wachitatu wa 2024 (Januware 15 mpaka Januware 21) monga zidakonzedweratu.Ndi mwayi pang'ono wa mayunitsi 0.03 miliyoni, idapezanso malo oyamba kuchokera kwa Wenjie.
Zoyenera zomwe zidzaba chiwonetserochi mu 2023 zidazolowera kupambana.Mu Disembala 2023, kugulitsa kwabwino pamwezi kudaposa magalimoto 50,000, zomwe zidakwera kwambiri.Zogulitsa zonse mu 2023 zifika pamagalimoto 376,000, pafupifupi kuwirikiza kawiri chaka chatha.Yakhala mphamvu yatsopano yoyamba kuwoloka chizindikiro chapachaka cha magalimoto a 300,000 ndi mphamvu yatsopano yokhayo yomwe imapindula panopa.
Mpaka sabata yoyamba ya chaka chino, pamene Li Auto adatulutsa mndandanda, malonda ake a mlungu ndi mlungu adatsika ndi mayunitsi 9,800 kuchokera sabata yapitayi kufika ku mayunitsi 4,300, mbiri yoipa kwambiri m'miyezi isanu ndi umodzi yapitayo.Kumbali ina, Wenjie adadutsa njira yabwino kwa nthawi yoyamba ndi magalimoto okwana 5,900.
M'sabata yachiwiri ya chaka chino, Wenjie adapitilizabe kupitilira mndandanda wazogulitsa zatsopano zamagalimoto amagetsi mlungu uliwonse ndi voliyumu yogulitsa mayunitsi a 6,800, pomwe Ideal idakhala yachiwiri ndikugulitsa mayunitsi a 6,800.
Kupanikizika komwe kumakumana nawo kumayambiriro kwa chaka chatsopano chabwino kumayambitsidwa ndi zinthu zingapo.
Kumbali imodzi, mu Disembala chaka chatha, kuti akwaniritse cholinga chobweretsa malonda a mwezi uliwonse a mayunitsi opitilira 50,000, Ideal idagwira ntchito molimbika pamalamulo osankhidwa omaliza.Pomwe ikutsitsimutsa mbiri yake, idangotsala pang'ono kutopa zomwe ogwiritsa ntchito ali nazo.
Kumbali inayi, kusintha kwazinthu zomwe zikubwera kudzakhudzanso kugulitsa ndalama.Mitundu itatu ya L9\L8\L7 yowonjezereka ilandila zosintha, ndipo mitundu ya 2024 idzatulutsidwa ndikuperekedwa mu Marichi.Wolemba mabulogu wamagalimoto adawulula kuti cockpit wanzeru wamtundu wa 2024 Ideal L akuyembekezeka kugwiritsa ntchito chip cha Qualcomm Snapdragon 8295, komanso kuchuluka kwamagetsi komwe kumayendetsedwanso kukuyembekezeka kukonzedwanso.Ena ogula akugwira makobidi akudikirira kugula.
Zomwe sizinganyalanyazidwe ndi Xinwenjie M7 ndi M9, zomwe zimapikisana pamutu ndi zitsanzo zazikulu za Ideal.Posachedwa, Yu Chengdong adalemba pa Weibo kuti patatha miyezi inayi kutulutsidwa kwa M7 yatsopano ya Wenjie, kuchuluka kwa mayunitsi kudaposa 130,000.Malamulo apano apangitsa kuti Koresi azitha kupanga mokwanira, ndipo tsopano mphamvu zopanga mlungu ndi mlungu ndi kuchuluka kwa zoperekera ndizofanana.Pamene mphamvu zopanga zikuchulukirachulukira, ziwerengero zogulitsa zipitilira kukwera.
Pofuna kulimbikitsa malonda, Lideal posachedwapa yakhazikitsa ndondomeko yamphamvu kwambiri yotsatirira kuposa December watha.Kuchepetsa mitengo yamitundu yosiyanasiyana yamitundu ya L7, L8 ndi L9 kumachokera ku 33,000 yuan mpaka 36,000 yuan, komwe kwakhala kuchotsera kwakukulu kuyambira kuchiyambi kwa chaka.Chimodzi mwazinthu zazikulu zamagalimoto.
Musanatenge gawo latsopano, ndibwino kugwiritsa ntchito kuchepetsa mitengo kuti mubwezeretsenso gawo lomwe latayika mwachangu momwe mungathere.
Mwachiwonekere, pambuyo pa malonda a "roller coaster" sabata yatha, Ideal adazindikira kuti sizophweka "kupewa m'mphepete mwa Huawei".Chotsatira ndi kukumana kwamutu kosapeweka.
01
Huawei sangathe kupewedwa
Tanthauzo lolondola lazinthu ndiye poyambira kuchita bwino kwa Ideal mu theka loyamba.Izi zimapatsa Ideal mwayi wothamanga pa liwiro lowopsa ndikukhala wofanana ndi omwe amatsutsa okhwima pamlingo wabungwe potengera magwiridwe antchito.Koma nthawi yomweyo, izi zikutanthauzanso kuti Ideal iyenera kukumana ndi kuchuluka kwa Kutsanzira ndi mpikisano mumtundu womwewo wachilengedwe.
Pakadali pano, Li Auto ili ndi mitundu itatu yogulitsidwa, yomwe ndi Lili L9 (SUV yokhala ndi mipando isanu ndi umodzi pakati pa RMB 400,000 ndi RMB 500,000), L8 (SUV yamipando isanu ndi umodzi pansi pa RMB 400,000), ndi L7 (SUV yamipando isanu pakati pa RMB 400,000 ndi RMB 400,000).
Wenjie ilinso ndi mitundu itatu yogulitsidwa, M5 (250,000-class compact SUV), M7 yatsopano (300,000-class five-mipando mid-to-large SUV), ndi M9 (500,000-class luxury SUV).
2022 Wenjie M7, yomwe ili pamlingo wofanana ndi Ideal ONE, imapangitsa Ideal kumva chikhumbo chaochedwa kwa nthawi yoyamba.Ponseponse, 2022 Wenjie M7 ndi Ideal ONE ali pamitengo yofanana, koma yoyambayo ili ndi mitundu yambiri yamitengo.Poyerekeza ndi mtengo wa Ideal ONE, mtundu wa 2022 Wenjie M7 woyendetsa kumbuyo ndi wotsika mtengo komanso wapamwamba kwambiri.Mphamvu yamtunduwu ndiyabwinoko.Palinso ma TV amitundu yambiri, mafiriji ndi sofa zazikulu.Huawei adadzipangira yekha magetsi ophatikizika, makina owongolera matenthedwe ndi maubwino ena amawonjezera pazowunikira.
Pansi pa "kutsika mtengo", kugulitsa kwa Ideal ONE kudayamba kutsika m'mwezi pomwe Wenjie M7 ya 2022 idakhazikitsidwa, ndipo idayenera kuyimitsa kupanga msanga.Pamodzi ndi izi, palinso ndalama zambiri monga kubweza kwa ogulitsa chifukwa cha kutayika kopitilira 1 biliyoni, kutayika kwamagulu, ndi zina zambiri.
Chifukwa chake, panali positi yayitali ya Weibo pomwe Li Xiang adavomereza kuti "adapunduka" ndi Wenjie, mawu aliwonse akulira."Tinadabwa kuona kuti mavuto opweteka omwe tinakumana nawo mu kafukufuku wa mankhwala ndi chitukuko, malonda ndi ntchito, kupereka ndi kupanga, ndalama za bungwe, ndi zina zotero zinathetsedwa zaka zoposa khumi zapitazo, kapena zaka makumi awiri zapitazo."
Pamsonkhano waluso mu Seputembala 2022, oyang'anira makampani onse adagwirizana kuti aphunzire kuchokera kwa Huawei m'njira zonse.Li Xiang adatsogolera yekha pokhazikitsa njira ya IPMS ndipo adabera anthu ochokera ku Huawei kuti athandize bungwe kuti likwaniritse chisinthiko chonse.
Zou Liangjun, wachiwiri kwa wachiwiri kwa purezidenti wazogulitsa ndi ntchito za Li Auto, ndi wamkulu wakale wa Honor.Adalumikizana ndi Li Auto chaka chatha ndipo amayang'anira gulu lazogulitsa ndi ntchito, kuyang'anira malonda, kutumiza, ntchito ndi kulipiritsa maukonde.
Li Wenzhi, yemwe kale anali mkulu wa Huawei's Global HRBP Management Department, adalowanso ku Li Auto chaka chatha ndipo adatumikira monga mkulu wa ofesi ya CFO, yomwe imayang'anira ndondomeko ya Li Auto, bungwe, ndi kusintha kwachuma.Li Wenzhi wakhala akugwira ntchito ku Huawei kwa zaka 18, zomwe zaka 16 zoyambirira zinali ndi udindo wogulitsa m'misika yapakhomo ndi yakunja, ndipo zaka ziwiri zapitazi zinali ndi udindo wa ntchito za anthu.
Xie Yan, wachiwiri kwa prezidenti wa Huawei's Consumer BG Software department komanso director of Terminal OS department, adalowa nawo Li Auto ngati CTO chaka chatha.Iye anali ndi udindo waukulu wopititsa patsogolo kukhazikitsidwa kwa tchipisi todzipangira tokha, kuphatikiza makina odzipangira okha a Li Auto ndi nsanja yamagetsi yamakompyuta.Amayang'aniranso komiti yaukadaulo ya AI yomwe yangokhazikitsidwa ndi Ideal.
Pamlingo wina, Wenjie isanadzuke, Ideal idapanganso "Huawei yaying'ono" mumakampani amagalimoto, ndipo njira zake zamabungwe ndi njira zomenyera zidakula mwachangu.Kupambana kwa mtundu wa L mndandanda wakhala ntchito yokongola.
Koma pomaliza, Huawei ndi kampani yaku China yomwe singakopedwe.Izi zikuwonekera makamaka pakusokonekera kwaukadaulo m'munda wa ICT, m'lifupi ndi kuya kwazinthu za R&D, chidziwitso pakugonjetsa msika wapadziko lonse lapansi, komanso kuthekera kosayerekezeka kwamtundu.
Gawo loyamba la Huawei kuti alowe mumsika wamagalimoto ndikuchotsa zotayika ndikuwongolera ma pixel-level benchmarking motsutsana ndi malingaliro a mtsogoleri pamsika.Mphunzitsi awonetse mafunso omwe ophunzira afunsa.
M7 yatsopano imayang'ana pa L7 yabwino, ndikuigwiritsa ntchito ngati chitsanzo chofananira kuti igwiritse ntchito bwino mwayi wake wokwera mtengo.M9 itakhazikitsidwa, idakhala mpikisano wachindunji kwambiri ku L9 yabwino.Pankhani ya magawo, imawunikira "zomwe ena alibe, ndili nazo, ndi zomwe ena ali nazo, ndili nazo zabwino";monga momwe mankhwalawo amakhudzira, galimotoyo, mphamvu, cockpit ndi kuyendetsa mwanzeru kumasonyezanso ntchito yodabwitsa.
Ponena za momwe Ideal amawonera Huawei, Li Xiang adatsindika mobwerezabwereza kuti "Ideal imakhalabe ndi malingaliro abwino mukakumana ndi Huawei: 80% kuphunzira, 20% ulemu, ndi 0% kudandaula."
Pamene mphamvu ziwirizi zikupikisana, nthawi zambiri zimapikisana pa zofooka za mbiya.Ngakhale kuti makampaniwa akuchulukirachulukira, mbiri yazinthu zomwe zikubwera pambuyo pake komanso ntchito yobweretsera zimabweretsabe kusatsimikizika.Posachedwapa, kukula kwa maoda akucheperachepera.Pa November 27, 2023, magalimoto a Wenjie M7 okwana 100,000 analamulidwa;pa December 26, 2023, magalimoto 120,000 a Wenjie M7 analamulidwa;pa January 20, 2024, galimoto za Wenjie M7 zokwana 130,000 zinalamulidwa.Kuchulukirachulukira kwa maoda kwawonjezera chidwi cha ogula kudikirira ndikuwona.Makamaka Chaka Chatsopano chisanafike, ogula ambiri amafuna kunyamula magalimoto awo ndikupita nawo kunyumba kwa Chaka Chatsopano.Ogwiritsa ena adanena kuti adalonjezedwa kubereka mkati mwa masabata a 4-6, koma tsopano anthu ambiri sanatchulepo galimotoyo kwa milungu yoposa 12.Ogwiritsa ntchito ena adanena kuti tsopano zimatenga masabata a 6-8 kuti atenge galimotoyo kuti ikhale yokhazikika, pamene zimatenga miyezi 3 kuti ikhale yotsika kwambiri.
Pali zochitika zambiri zamphamvu zatsopano zomwe zikusowa pamsika chifukwa cha zovuta zopanga.NIO ET5, Xpeng G9, ndi Changan Deep Blue SL03 onse avutika ndi zovuta zobweretsera, ndipo kugulitsa kwawo kwasintha kuchoka pakutentha mpaka kuzizira.
Nkhondo yogulitsa ndikuyesa kwathunthu kwa mtundu, bungwe, zogulitsa, malonda, zoperekera, ndi kutumiza komwe Ideal ndi Huawei amakumana nazo nthawi imodzi.Kulakwitsa kulikonse kungayambitse kusintha kwadzidzidzi pankhondo.
02
Malo abwino otonthoza, palibe kubwereranso
Zolinga, ngakhale atha kupirira kulimbana ndi dziko lapansi, 2024 idzakhalabe yodzaza ndi zovuta.Njira yomwe idatsimikiziridwa bwino ndi msika mu theka loyamba ikhoza kupitilizidwa, koma sizingatheke kubwereza kupambana kwina m'bwalo latsopano.Mwanjira ina, izi sizokwanira.
Kwa 2024, Li Auto yakhazikitsa chandamale chogulitsa magalimoto 800,000 pachaka.Malinga ndi Zou Liangjun, wachiwiri kwa purezidenti wa Li Auto, msika waukulu wagawika magawo atatu:
Choyamba, magalimoto atatu a L7 / L8 / L9 omwe akugulitsidwa ali ndi mtengo wapakati woposa 300,000, ndipo cholinga chake ndi mayunitsi 400,000 mu 2024;
Yachiwiri ndi mtundu watsopano wa Ideal L6, womwe uli pamtunda wochepera 300,000 mayunitsi.Idzakhazikitsidwa mu Epulo ndipo idzatsutsa malonda a mwezi uliwonse a mayunitsi a 30,000 ndipo akuyembekezeka kufika mayunitsi a 270,000;
Yachitatu ndi MPV Ideal MEGA yamagetsi yoyera, yomwe ikhazikitsidwa mwalamulo ndikuperekedwa mu Marichi chaka chino.Idzatsutsa zomwe mukufuna kugulitsa mwezi uliwonse za mayunitsi 8,000 ndipo ikuyembekezeka kugulitsa mayunitsi 80,000.Magalimoto atatu okwana 750,000, ndi magalimoto otsala a 50,000 adzadalira mitundu itatu yamagetsi yoyera yamagetsi yomwe Ideal idzayambitsa mu theka lachiwiri la chaka.
Kukula kwa matrix azinthu kumabweretsa mwayi komanso zovuta.Mumsika wa MPV womwe MEGA yatsala pang'ono kulowa, opikisana nawo monga Xpeng X9, BYD Denza D9, Jikrypton 009, ndi Great Wall Weipai Alpine azunguliridwa ndi adani.Makamaka Xpeng X9, yomwe ndi mtundu wokhawo pamitengo yake yomwe imabwera yokhazikika yokhala ndi chiwongolero chakumbuyo komanso akasupe a mpweya okhala ndi zipinda ziwiri.Ndi mtengo wa 350,000-400,000 yuan, ndiyotsika mtengo kwambiri.Mosiyana ndi izi, kaya MEGA yamtengo wapatali yopitilira 500,000 yuan ikhoza kulipiridwa ndi msika ikufunikabe kutsimikiziridwa.
Kulowa mumsika wamagetsi wamagetsi kumatanthauzanso kuti Ideal iyenera kupikisana ndi omwe akupikisana nawo monga Tesla, Xpeng, ndi NIO.Izi zikutanthauza kuti Ideal iyenera kuyika ndalama zambiri mumatekinoloje oyambira monga batire, luntha, ndi kubwezeretsanso mphamvu.Makamaka pamitengo yazinthu zazikulu za Ideal, kuyika ndalama pakuwonjezeranso mphamvu ndikofunikira.
Kugulitsa magalimoto otalikirapo komanso magalimoto amagetsi abwino kudzakhalanso vuto latsopano pakugulitsa kwabwino.Moyenera, kusinthika kwa mayendedwe kuyenera kuchitika potengera kuwongolera mtengo ndikukulitsa kugulitsa kwachindunji.
Pogwiritsa ntchito zinthu zomwe zasonkhanitsidwa kuchokera ku chigonjetso mu theka loyamba, Ideal idzayamba kufulumizitsa masanjidwe ake ozungulira mu 2024. Kupititsa patsogolo luso komanso kupanga zofooka ndilo cholinga chachikulu cha Ideal chaka chino.
Pankhani yanzeru, pamsonkhano wazotsatira za kotala lachitatu chaka chatha, Purezidenti wa Li Auto ndi Chief Engineer Ma Donghui adati Li Auto itenga "kuyendetsa mwanzeru" ngati cholinga chake chachikulu.Pofika chaka cha 2025, kukula kwa gulu loyendetsa bwino la Li Auto la R&D likuyembekezeka kukwera kuchokera pa anthu 900 omwe alipo.Kufikira anthu opitilira 2,500.
Pofuna kuthana ndi kukakamizidwa ndi Huawei kuti awonjezere masitolo ake, Ideal idzawonjezeranso ndalama mumayendedwe.Mu 2024, maukonde ogulitsa a Ideal adzakula mpaka mizinda yachitatu ndi yachinayi.Akuyembekezeka kukwaniritsa mizinda yachigawo chachitatu kumapeto kwa chaka cha 2024, ndi kuchuluka kwa anthu opitilira 70% m'mizinda yagawo lachinayi.Nthawi yomweyo, Li Auto ikukonzekera kutsegulira masitolo 800 kumapeto kwa chaka chino kuti athandizire zomwe akufuna kugulitsa magalimoto 800,000 pachaka.
M'malo mwake, kutaya malonda m'masabata awiri oyambirira sikuli koyipa kwa Ideal.Kumbali ina, Huawei ndi mdani yemwe Ideal adasankha mwachangu ndikumenyera nkhondo.Ngati tiyang'anitsitsa mosamala, tingapeze zizindikiro zotere malinga ndi khalidwe lachinyengo komanso njira zamakono.
Kuyang'ana pamakampani onse amagalimoto, ndi chimodzi mwazogwirizana zochepa kuti pokhapokha mutakhala m'gulu la ochepa omwe mungakhale ndi mwayi wokhala ndi moyo.Kuthekera kwa Huawei pamsika wamagalimoto sikunatulutsidwebe, ndipo onse omwe akupikisana nawo akumva kale kupsinjika.Kutha kupikisana ndi kufananiza ndi otsutsa otere ndi njira yabwino yokhazikitsira malo pamsika.Chofunikira kenako ndikuti Sun Gong amange mzinda watsopano.
Pampikisano wowopsa, onse a Ideal ndi Huawei akuyenera kuwonetsa makadi awo a lipenga.Palibe wosewera yemwe angakhale pansi ndikuwona ndewu ya akambuku ndi akambuku.Pamakampani onse amagalimoto, chodziwika bwino ndichakuti anthu ochepa amatchulanso "Wei Xiaoli".Mafunso ndi malingaliro amapanga dongosolo la mphamvu ziwiri, mutu ukufulumira kusiyanitsa, Matthew Effect ikukulirakulira, ndipo mpikisano udzakhala woopsa kwambiri.Makampani omwe ali pansi pa mndandanda wa malonda, kapena osakhala pamndandanda, adzakhala ndi nthawi yovuta.
Nthawi yotumiza: Jan-26-2024