As a car, what kind of brand will be developed in the end?
Currently, it is very good to stabilize his own people, although 400,000 yuan + positioning is not optimistic, but after tested, no one can have too many opinions, After all, the transaction price is really striking 400,000 lines. Previously, there was no Chinese brand successfully succeeded in this price. There is a market, there is a user group, from the $ 1.49 share price, there is the strength and grand goal of the Hefei Municipal Government, it is the first for several dimensions of China’s new power.
The high-end market is now stable, but for most car companies in the world, diversification needs to be developed. Because, if you only have a certain field, you need the fate of Rolls Rolls, otherwise the probability will be played by capital, such as Lamborghini, such as Bentley, such as a lot.
A rich set of products in a sound enterprise system, which is less than the task of task. This is the problem to be considered in the future; Model 3 is so this, and gemini is the same.
Not long ago, for a series of automotive media for Quot; low-end brand quot;, the president Qin Lihong said that Gemini is a new product that will be launched in 2022, and Will not be a low-end product.
Human category has not learned time through, and gemini will be what will wait until 2022 products, and the system can be distinguished. However, we can now predict that if Gemini’s price is not expensive, what will the automotive industry face? Who will panic?
Currently, it is still not easy to earn by selling vehicles, it is similar to models like Model 3 or Model Y, and digs the market, but it is not suitable for it. In the system, this kind of thing allows the child to dry, and better.
Gemini’s challenge is that the scale of the scale is the actuation. In the current car market, although the products are more homogeneous, it is good to maintain their core competitiveness, in addition to product strength, the spell is the service.
Gemini’s launch, the probability will make the price of the model, the surrounding service related expenses will become low, if you continue to keep the power-on and service system, the challenge to face is how to form With existing differentiation, such as battery differentiation, differentiation capacity differentiation, etc., which requires the positive purchase of potential users, but it is very thoroughly communicated with users, its upgrade and change the speed industry. Leading position.
But if you cancel the call, then reduce service costs, then there is no differentiation with most new energy brands in the market. Of course, this possibility is not excluded, and the one-button power of the awareness is maintained, and these services will be changed to paying projects, and they can use it to serve the service system.
In any case, the subsequent sub-brand will measure the exchange and service system will be a challenge.
Who will affect?
Gemini will affect anyone?
Present, Gemini’s launch, a large probability causes an impact on the most models of the model of 200,000 yuan.
The reason why there will be this conclusion, you can look at the cards that are currently holding in the hands:
1. Baas mode, car-electrical separation, enhance vehicle protection rate, reduce use Cost, improving the use of flexibility, and the industry is different; 
2. Technology upgrade capabilities, in addition to everyone doing FOTA, the escalable battery pack currently maintains the rhythm of 1 year 1 Like other brand users, a constitutive
3. Socowthrough, one-button power-on, user circle activity, most car companies in these industries have no reserves, and there is a lot of reserves.
At present, there is a bold guess for Gemini brand. With this year’s delivery this year, its second-generation technology platform model (蔚 来 ET7) with the first generation technology model (蔚 来 ES6, 蔚 来 EC6, 蔚 来 ES8), the proportion will gradually handover, then A generation technology platform still has excellent use value, and it can be transitionally transitioned to Gemini capabilities.
Then, the price of the vehicle can be pressed down, and the matching of the service can be pressed, but the electric shift, BaaS, evolutionary ability, etc. can be retained. This means that it can play a new differentiation directly at 200,000 yuan. Under the premise of performance and Tesla Model Y, you will directly seize the market.
These points may affect the traditional vehicle enterprises and new power of BYD and Xiaopeng.
First look, BYD, it is currently desired to be on the brand, what you want is high-end products. From BYD, it can be seen, integrated with safety, performance, and luxurious three major benchmarks, between 20-3 million yuan, refreshed the ceiling of traditional car companies. Then the technical hard strength is also passed, the silicon carbide and the blade battery have been used; so the final sales is also good. In May this year, BYD sold 0.82 million units, and the accumulated sales exceeded 84,000.
However, BYD’s current idea is to impact high-end and enterprise transformation, Han’s products OK, but BYD seeks further breakthrough and gives added value on enterprise play. If the same price market will kill in a propelled Gemini, use the service + brand + product impact market, BYD’s transformation, you need to open a new path.
Then Xiaopeng, now in the two cars, Xiaopeng P7 and Xiaopeng G3, the price is over 1.50,000. Moreover, its sales main source rely on P7, 1 quarter Xiaopeng car accumulated delivery car 13340 units, including Xiaopeng G3 delivered 5,366 sets, Xiaopeng P7 delivered 7974 sets.蔚 来 Gemini into the market, for the impact of Xiaopeng’s existing models is expected, because Xiaopeng’s product characteristics are more technical orientation, and lineIndustry has a difference. However, for Xiaopeng’s next new car, Gemini has an impact.
Finally, most consumers are deemed by Tesla, which is a new energy sector benchmark, is suspended in the face of a low price market that is likely to be killed. Although, its production and sales scale is in that, in 2020, the output is close to 510,000 units, and the delivery volume is close to 500,000, but it is undoubtedly that its global advantage is continuously decline. From the absolute lead to sales, the Chinese market, there are quite ups and downs and poor attitudes, and have been stabilizing as the North American market.
Once, Gemini has entered the market of Model Y, and behind the same vehicle performance, with a series of challenges such as service, ratings, attitude, and system, Tesla’s domestic version of China has space.
Summary:
In addition, Gemini actually affects other brands. For example, there are currently 15-25 million prices of 15-25 million prices, especially the traditional models of traditional vehicles. Because of Gemini and other new forces, they are currently different in intelligent performance. For example, pilot auxiliary driving is currently almost completely complete, such as the rhythm of OTA and the amplitude of OTA, is small, such as, which are more good at the manufacture of vehicles, rather than architectures, algorithms, solutions, etc. Take the current ID. Series as an example, in the intelligent driving, the intelligent network part, it is also facing a lot of challenges.
However, in the end, it is analyzed in the information that is currently mastered. This is a good thing in the automotive industry. It can further accelerate the industry competition and let the inferior currency are developed as soon as possible.