Tesla's love for electric cars need not be discussed. When Chinese enterprises choose all employees to end battle, the stubborn Toyota is really stubborn!

It is less than a week before the opening of Chengdu auto show, and those who should and should not compete with each other have not yet arrived. The gongdou drama staged by various auto enterprises this week is enough to make the melon eating people cry out. In particular, stepping on the rhythm of the intensification of electrification, from the national team to the new forces of vehicle manufacturing at home and abroad, everyone is secretly playing "language art" in the midst of drawing swords and crossbows.

Of course, before we talk about the disputes among the big guys in detail, we still need to be surprised at the rapid development of new energy in China.

On the first day of this week, as a foreign-funded enterprise, Tesla rolled off its 3 million new cars at the Shanghai Super factory. Not long ago, Elon Musk praised Tesla China at the financial report meeting and said, "I must say that the Tesla Shanghai team is really excellent." Today, it is not long before such a high level of production and sales can be achieved, which shows the completeness and strength of China's new energy industry chain.

However, according to Tesla's plan, the annual production capacity of the Shanghai plant will be increased to 1 million vehicles, which means that Tesla's Shanghai plant will surpass Tesla's local Fremont plant in California in terms of production capacity, becoming Tesla's current vehicle factory with the highest output and Tesla's largest automobile export hub in the world.

Seeing Tesla's crazy offensive, I wonder how those new forces also located in the United States feel? Especially Jia Yueting's FF. After the listing, boss Jia announced that ff91 would be officially mass-produced and listed every day, but what was the result?

On August 16, Faraday future released the financial report for the second quarter of 2022, which showed that the operating loss in the first half of the year was 286 million US dollars (about 1.938 billion yuan), of which the loss in the second quarter was 137 million US dollars (about 928 million yuan); The net loss in the first half of the year was 295 million US dollars (about 2 billion yuan), of which the loss in the second quarter was 142 million US dollars (about 963 million yuan).

In this way, we can definitely conclude that FF is comparable to Tesla's negative model.

Does the electric vehicle market have great potential? Tesla and FF both gave explanations in their own ways. However, it is obvious that compared with these new forces in the United States, China's current start-up car enterprises still have much more to contend with. It doesn't matter if the struggle between Wei and Xiao Li is too bloody or unreasonable. As long as the market can be benign, it seems that there is no big problem.

In the first half of this year, Huawei's admission can be called an "epic" troublemaker. In the past few months, Yu Chengdong, executive director of Huawei, CEO of terminal BG and CEO of intelligent automobile solutions Bu, has made the whole market develop in the process of being denounced and denounced. At the same time, Cyrus, which is backed by Huawei, has indeed moved from the edge of the market to the inside.

According to the announcement of Cyrus, the operating income in the first half of the year was 12.415 billion yuan, an increase of 68.14% year-on-year; The net loss was 1.727 billion yuan, with a loss of 481 million yuan in the same period of the previous year. In this regard, no matter whether Yu Chengdong will use the slogan "AITO Enjie M5 is a smart car that can be used more and better" to advertise himself in the future, the growth of sales revenue of Cyrus is bound to be caused by the small achievements in sales volume of Enjie.

Is Huawei powerful? The answer is undoubtedly yes. However, some people are happy because of Huawei, while others are talking because of Huawei's strength.

At the 19th China Automobile Marketing Summit held recently in Hangzhou, Xiao Yong, deputy general manager of GAC EA, said in response to the questions raised by the moderator, "Huawei is a relatively large supplier. Its products may be better, but the price is not controlled."

To put it bluntly, the cooperation mode of "having no bargaining power with Huawei" seems to make GAC EA love and hate. As a new energy vehicle enterprise with a monthly sales of 25000 vehicles, the pressure on the intelligent development and upgrading of EA is no easier than "how to sell more vehicles".

Fortunately, when everyone learned that the just held executive meeting of the State Council decided to extend the policy of exemption from vehicle purchase tax to the end of 2023 and continue to provide support for exemption from vehicle and vessel tax, consumption tax, right of way, license plate, etc. in order to expand consumption, cultivate new growth points and promote new energy vehicle consumption and related industrial upgrading. Then, establish a coordination mechanism for the development of new energy automobile industry, and promote the survival of the fittest and the development of supporting industries by means of Marketization

Those worries about internal competition can be put aside. Since the high enthusiasm of the electric vehicle market will not disappear in a short time, it can always give most players a firm foothold in the market.

I don't know whether we can see the huge potential that China's new energy market will still emerge. Zhongtai automobile, which has been frozen for a long time, is now exposed to have the possibility of "Resurrection".

On the evening of August 19, St Zhongtai announced that it had signed a cooperation agreement with the people's Government of Bishan District, Chongqing. The two sides would establish a deep cooperation relationship in the development and construction of intelligent network connected new energy vehicles, or would establish an intelligent network connected new energy vehicle R & D and production base project in Bishan.

The specific operation is to rent the production line of Chongqing Zhongtai Automobile Industry Co., Ltd. (hereinafter referred to as Chongqing Zhongtai) and carry out technical transformation to build a production base with an annual output of 100000 new energy vehicles. Bishan district government will fully cooperate with Zhongtai's resumption of production and introduction of new models. While giving corresponding support according to law within the scope of rights and responsibilities, it will also subsidize the rent actually generated in the first two years before the company leased the original Chongqing Zhongtai related assets.

With the continuation of favorable policies and the expansion of the market, I dare not say that Zhongtai and Bishan District of Chongqing will achieve each other's success, but I can really give enough expectations for the future of China's new energy market.

Unfortunately, up to now, compared with the Chinese automobile enterprises that have long learned to judge the time and size up the situation, only the Japanese automobile enterprises led by Toyota are still as "iron headed".

Before that, no matter how many car companies announced that they wanted to electrify all in, the psychological activities of Toyota's transformation were all written on their faces. Now, according to the Wall Street Journal, Jack Hollis, executive vice president of North American sales of Toyota Motor, has revealed his doubts about full electrification.

According to the report, the executive still insisted in the dialogue that "the speed at which consumers switch from traditional fuel vehicles to pure electric vehicles may not be as fast as expected by some automobile enterprises. For many consumers, hybrid vehicles may be a better solution in the near future."

This is the time. Although I can't say it, and I'm not qualified to say it like he Xiaopeng, "relying on super fast charging, high endurance and self operated charging stations, pure electric vehicles will rewrite the market pattern and eliminate hybrid models", it seems unnecessary to see that BYD, a car company that spends money on hybrid vehicles, sells more and more electric vehicles in the world and still discusses the strength of hybrid vehicles.

Everyone is saying, don't look down on Toyota, but what I want to say is that you should move!