At a special time point where June and July alternate, the car industry has seen a constant stream of big and small news this week.
The first and foremost issue is that during the intense fighting among the "immortals" in the industry, new forces are about to enter the fray. Unlike Goldfish Motors, which has a registered capital of 10 million but boasts of "selling 200000 vehicles by 2028", this manufacturer called "Starry Sky Plan" is not so unrealistic. It not only has stronger funds, but also is not unknown.
Starry Sky Plan (Shanghai) Automotive Technology Co., Ltd. has a registered capital of 1 billion yuan. It is understood that the ultimate beneficiary of the company is Yu Hao, the founder of a well-known hardware company in East China, with an indirect shareholding ratio of 80%. According to Qichacha, the Starry Sky Plan belongs to the Sky Soaring Technology group, and Zhuimi Intelligent Technology (Nanjing) Co., Ltd. is also a member of this group. The founder and CEO of Zhuimi Technology is also named Yu Hao, and the two may be the same person.
In March of this year, the Shanghai Lingang New Area announced the "Adjustment of G01, G03, and G04 Neighborhood Control Regulations for Unit 04FX-0002". The Starry Sky Plan acquired a total factory land area of 414400 square meters, which is not far from Tesla Energy Storage and Ningde Times construction sites.
Perhaps foreseeing the tragic outcome of joining the battle led by the big shots and not even getting a bite of soup, the Starry Sky Plan set its sights on foreign countries from the beginning. According to insiders, the first model of the Starry Sky Plan will prioritize overseas markets and then shift to domestic market sales. A good strategy for flanking operations, it seems that no domestic car company has adopted this strategy before. Perhaps the Starry Sky Plan is trying to use a surprise move to defeat magic.
JD.com, which is also involved in car manufacturing, wants to get involved in everything. After making initial progress in entering the food delivery industry, one of JD's core businesses - logistics - has also achieved a major breakthrough. According to official news from JD Logistics, its self-developed unmanned light truck product, JD Logistics VAN, has been released for the first time, marking JD's official entry into the field of autonomous vehicles.
For the entry of autonomous driving, JD.com has long been eager to take action. In May, JD.com registered the "Joyrobotaxi" trademark (Joyrobotaxi), covering 9 major categories such as transportation vehicles and scientific instruments, demonstrating its ambition for autonomous driving travel.
The JD Logistics VAN unmanned light truck launched this time targets the alternative market of traditional 4.2-meter trucks, with a huge cargo space of 24 cubic meters, a full load range of 400 kilometers, and L4 level open road autonomous driving capability. At present, JD.com has launched trial operations in 30 cities including Beijing and Guangzhou, and is expected to complete the large-scale deployment of over a thousand vehicles by 2026.
In addition to the two newcomers who have just entered the industry, Xiaomi Auto, which has recently entered the industry but does not have a "novice protection period", is also busy this week.
what? Are there new people coming to make cars again?
Last Thursday's YU7 launch event saw a 3-minute order of over 200000 vehicles, which not only surprised even Lei Jun, but also put a lot of pressure on a group of competitors. They not only promised to pay the YU7 deposit in full, but also taught users how to operate orders step by step. They also secretly employed a small tactic of "intercepting Hu" and researched specialized interception language.
Therefore, in Wednesday's live broadcast, Lei Jun also retaliated. He not only earnestly "learned" the interception language of his friends, but also discovered the accuracy issues that existed in it, and even smelled the meaning of slander and distortion from it. At the end, I also made a round for my peers, stating that each product has its own advantages. If you are confident in your own product, you only need to talk about its advantages. After all the operations, it can only be said that it is really high.
However, during the same live broadcast, Mr. Lei, who has always been good at marketing, flipped over his car while promoting the YU7 car mounted magnetic tissue box. At a price of 169 yuan, how Ren Leijun promoted its car grade quality and expensive materials and manufacturing processes, but failed to convince consumers in front of the screen. Not only that, the tissue box is heavily promoted for its automotive grade, but its car machine chip adopts a consumer grade gap, which also makes consumers dissatisfied.
However, judging from the prices of tissue boxes from other brands in the industry, it is really possible that Lei Jun has fallen victim to this trend. According to statistics, the official selling price of multiple tissue boxes exceeds 100 yuan, such as the Avita 11 rear docking station tissue box priced at 100 yuan; The price of the deep blue car mounted 3D tissue box is 119 yuan; The NIO ET9 second row magnetic tissue box is priced at 308 yuan, and another Haptex tissue box under NIO is also not cheap, costing 199 yuan; The most expensive one is undoubtedly Wenjie, with a tissue pack priced at 339 yuan.
However, there are also several car show tissue boxes with relatively low prices, such as the exclusive headrest/tissue bag for the Zero Run T03 for only 38 yuan, the GAC Aion car tissue box for 58 yuan, the Ideal car leather tissue bag for 59 yuan, the magnetic tissue box for Xiaopeng car for 75 yuan, and the Jike car tissue box for 99 yuan.
Overall, it is difficult to buy tissue boxes through official channels within the price range of just over 30 yuan on Pinduoduo. Although the car magnetic tissue box on Xiaomi YU7 is expensive, it does not exceed the normal price range in the industry.
Another unsatisfactory aspect is the targeted subsidy policies in Henan and Hunan provinces. Previously, the Henan Automobile Association and Changsha Commerce Bureau respectively launched new energy promotion and subsidy activities to promote automobile consumption. However, the preferential policy that should have been a win-win situation has been controversial as it only applies to a specific car model that meets certain conditions. Watching specific car models with targeted subsidies of over 200000 yuan, netizens couldn't sit still, worrying about where the subsidies came from while questioning whether this behavior would harm fair competition in the market.
In contrast, Nezha, which occasionally stirs up hot searches and provides some topics for discussion in the automotive industry, is not hiding anything. Despite being filed for bankruptcy by an advertising company in June and officially entering bankruptcy proceedings, Nezha Motors ultimately lived up to its name and demonstrated an extremely tenacious will.
On Monday, Nezha Automobile, which was still not giving up, was actively searching for a "life-saving straw". The WeChat official account of Hezhong New Energy Management released the "Pre recruitment Announcement for Intended Investors of Hezhong New Energy Automobile Co., Ltd.", which not only listed the company's overview and core asset situation, but also announced the registration method and recruitment requirements for intended investors. This neither humble nor arrogant posture has a hint of burning one's buttocks and pretending to be dignified. What I know is to find the 'scapegoat', but if I don't know, I thought I was looking for a suitable husband.
For this "bottomless pit" that has absorbed billions of funds but cannot be revitalized, as netizens have commented, except for Wang Duoyu who wants to lose everything, no one dares to touch it.
This week in the automotive industry, new faces shine with their dreams of "starry sky" and circuitous tactics, while e-commerce giants are busy expanding their horizons in the fields of autonomous driving and marketing. The war of words triggered by subsidy policies has not yet subsided, and the survival desire of the "undead bird" Nezha remains tenacious.
This lively and extraordinary week once again confirms that in the water of car manufacturing, there is never a shortage of disruptors and topics. However, when new players enter the game with dreams and old players fight fiercely, who can truly laugh to the end depends on how the ultimate judge in the market falls.
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