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"The last breath of the fuel car is broken", "The swan song of the fuel age", "The fuel car is about to end"…

In today’s public opinion environment, fuel vehicles seem to have been sentenced to "capital punishment", and the undermining of fuel vehicles has long been a mainstream trend in the automotive public opinion field.

For new energy vehicles, the trend of branding, changes in sales, the mutual confrontation between business executives, and the operation of car owners and users’ rice circles are all the focus of public opinion.

According to the Baidu index keyword search trend comparison data, the online traffic popularity of new energy vehicles and trams far exceeds that of fuel vehicles and fuel vehicles. Of course, these all reflect the "silence" of fuel vehicles.

"A joint venture is not a representative of backwardness, it has maturity and stability, and it also has the tenacity to start later." Wen Dali, executive deputy general manager of GAC Toyota, made a public shout at the Guangzhou Auto Show, which is quite worth pondering.

The joint venture "big brothers" who have promoted the development of the automobile industry in the past few decades have also had to use this peculiar way to "confess" to consumers, which can be regarded as a special footnote for the various challenges faced by fuel vehicles.

Is it true that no one supports fuel vehicles anymore? In fact, for a long time to come, the development of the global automobile market will definitely be a parallel between gasoline and electricity, and fuel vehicles are far from being sentenced to death.

The same is true from the data point of view. According to the data released by the 2023 Guangzhou Auto Show, nearly 60% of the cars on display at this auto show are fuel vehicles, which is still the absolute main body. In October this year, among the 308,000 cars sold by Volkswagen in China, new energy accounted for only 8%, and fuel vehicles accounted for 92%.

In fact, users who insist on fuel vehicles may not be active in major online forums, do not operate in circles, and rarely participate in public opinion wars and war of words. They do not seem to have such a strong "sense of existence", but they still use real money to buy cars to "vote" for fuel vehicles and brands, expressing a "silent" support.

During the multi-day visit to the Guangzhou Auto Show, Zhixing Driving Road also found some voices behind the "silent majority", whose stories and choices reflect the development of enterprises and industries.

1. New energy owners returning to fuel vehicles

If young people are more likely to be attracted by new energy vehicles, then Brother Yu, who is in his 40s, is a special case.

Many years ago, when new energy vehicles were still widely questioned and challenged, Brother Yu became one of the early owners. There were two main reasons. He liked to try new technologies and thought that charging was more cost-effective than refueling. However, after a few years, Brother Yu found that he still paid by mistake.

"Now I’m angry when I mention trams." At the Guangzhou Auto Show, when Big Brother Yu and Zhixing Driving Road talked about the topic of new energy vehicles, he seemed quite excited. After a deeper understanding, Zhixing Driving Road also found that his experience has a certain group image representation, which can also bring some inspiration to consumers who are torn between oil cars and trams.

Brother Yu said helplessly, a few days ago on a business trip, came back to find the car can not start, also can not charge, many times with the brand after-sales staff communication, the final conclusion is always not in line with the quality assurance rights and interests, change the battery at your own expense, the price to tens of thousands, and ultimately can only find a third-party auto repair company to try their luck, to see if there can be a low-cost solution.

After experiencing this bad thing, Brother Yu even more believes that many early tram owners were taken advantage of and bought at a high price. The performance and functions of the car are far inferior to the current ones, and many shortcomings are also more obvious. For example, the battery life is more serious. Charging in the city often requires queuing up for empty charging piles, and the cost of charging is not cheap. The overall cost of using a car is not necessarily much cheaper than that of an oil car. More importantly, it is tiring.

In fact, like Brother Yu, car owners who are willing to buy cars for real money in the early stage of the development of new energy vehicles should be well maintained by car companies. But it backfired. After the vehicle battery failed, the brand tried its best to distance itself from the relationship and refused quality assurance. Eventually, the new energy owners like Brother Yu were pushed back into the arms of fuel vehicles.

At the auto show, Brother Yu actually went to the new energy vehicle booth for a stroll. He confessed to Zhixing Driving Road that many sales pitches are still similar today, and car purchase rights look very good.

All kinds of lifelong free, lifelong quality assurance and so on, behind a lot of details and rules are not explained in detail, after a few years really need quality assurance, it is estimated that another way of saying, just like their current tram manufacturers use some reasons to reject quality assurance.

Zhixing Driving Road also found by visiting the new energy vehicle booth that the sales staff often simply inform Sandian of the lifetime quality assurance, but did not mention the specific rules and conditions. We also found through inquiry that there are various rules behind the so-called lifetime quality assurance. If the owner is not careful, he will violate the rules, or lose the rights and interests of lifetime quality assurance because of some easily negligent reasons.

On the other hand, in the eyes of Big Brother, the current fuel vehicles have made great progress in terms of fuel consumption, making up for a competitive shortcoming. After understanding several different brand booths, he found that today’s fuel vehicle brands are developing faster in terms of gasoline-electric hybrid engines. After replacing the hybrid engine with traditional models, the fuel consumption value is directly "cut in half", and the progress is more obvious, which also makes him think that the so-called "electricity saving" advantage of new energy vehicles is not so prominent.

In addition to Big Brother Yu, Zhixing Driving Road interviewed many consumers who still firmly choose fuel vehicles in the fuel vehicle exhibition area. In their opinion, the inconvenience of charging is only secondary, and the risk of car companies going bankrupt and running away is even more important. Behind this are various vehicle function upgrades, after-sales services, maintenance and replacement issues.

Consumers’ concerns in this regard are not biased. Some time ago, the rumors of Weimar’s "bankruptcy" that swiped the screen on the whole network led to a series of chain reactions such as the lack of protection of owners’ rights and interests, the "shutdown" of some car functions, and the collapse of prices in the second-hand market.

The relevant report released by the China Consumers Association in May this year also shows that new energy vehicle companies have closed down and delisted, and it is difficult to continue to provide relevant vehicle maintenance, after-sales maintenance, and original spare parts services. The problem of after-sales insecurity of consumer vehicles is frequent.

Therefore, some consumers have admitted to Zhixing Driving Road that they will still pay more attention to the models and products of mainstream fuel vehicle brands. After all, fuel vehicles have very mature solutions and systems in this regard.

It is understood that when a fuel vehicle company withdraws from the market, the relevant after-sales services will be taken over by other main enterprises of the group or entrusted to qualified third parties. For example, after the withdrawal of GAC Mitsubishi, the relevant services will be handled by GAC Group.

However, there are many original enterprises in the new energy market. Once the enterprise has a problem, it is often a plot of "walking away". The lack of reliable related parties to continue to provide services to car owners is one of the important factors affecting consumer decision-making.

2. Worried about backstabs, etc. Party

Zhixing Driving Road found that all kinds of new energy brands at the Guangzhou Auto Show are showcasing their muscles in new technologies and experiences such as intelligent driving, charging battery life, and intelligent cockpit. There are also many models with a greater sense of technology, product power, and cost performance.

But through interviews with some consumers, we found that some consumers are actually scared away by the rapid replacement of new energy vehicles. Of course, most of them will not battle in the public opinion field, but will silently invest their car purchase budget in fuel vehicle brands.

"New energy vehicles are now being packaged more and more like mobile phones, but buying a car is completely different from buying a mobile phone." At a new energy vehicle booth, Ah Shui, who had just learned about the new model, told Zhixing Driving Road that the new energy vehicles are indeed becoming more and more "cool", but because of this, he does not know when is the right time to start.

In Ah Shui’s opinion, if he decided to buy a new energy vehicle this year, there might be newer, stronger, and more cost-effective models on the market in a few months, and even his own car would launch a facelifted model with additional features and reduced prices. This would not only make it appear that he was backstabbed, but also make the car in the quasi-new car state a little "outdated".

In this regard, Ah Shui also admitted that such problems rarely occur in fuel vehicles, such as Santana, Jetta, Accord, Camry, etc. After years of precipitation, the product power has long been very stable, and the appearance of new and modified models will not affect the experience and mentality of old car owners too much.

He used mobile phone products to make a metaphor, the fuel car is a bit like the iPhone of squeezing toothpaste, the overall difference is not bad, do not have to pursue the latest generation of products. But the new energy vehicle is now a bit like the stage of alternating between functional machines and smart machines, and there may be large product iterations at any time. If you need a car urgently, it is better to be a fuel car first, and it is better to be a new energy vehicle and so on.

In conversations with a number of consumers, Zhixing Driving Road also learned that the maintenance and after-sales system for new energy vehicles needs to be improved, which has also caused many consumers to back down.

For traditional fuel vehicles, daily scratches and collisions can be relatively simple to repair. Whether it is a 4S shop or a third-party auto repair shop, they already have a very mature system, and the price is relatively transparent.

But new energy vehicles are different, involving sensors such as radar, cameras, and chassis battery packs. Even seemingly minor scratches and collisions may damage these expensive components and even lead to changes in battery safety. As mentioned earlier, due to restrictions such as quality assurance agreements, maintenance can only choose official channels, which are not as flexible as fuel vehicles, and will continue to increase the psychological burden of owners.

Zhixing Driving Road found that, in general, the client base that still favors fuel vehicles has a more rational side, and in their opinion, the reliability, practicality, safety and long-tail cost of vehicles are more important.

That is to say, the price war and the so-called "charging is cheaper than refueling" and other selling points cannot convince these consumers to switch to new energy vehicles at present. They are waiting for a more mature opportunity, at least after the replacement no longer has a strong sense of backstabbing, the maintenance and after-sales system is further mature, and the price system of used cars is relatively stable.

3. "Yes, but not many."

When it comes to the topic of fuel vehicles, the brand side, especially the first-line sales who face customers, also has the voice over.

"There is indeed a big impact, and the number of customers I receive is obviously less." Xiao Xin, a salesperson for a Japanese fuel vehicle brand, told Zhixing Driving Road that many of the models displayed by the brand at the Guangzhou Auto Show this year are fuel vehicles, which are indeed not as lively as new energy brands.

Sales staff said that the overall impact is relatively limited, whether it is their own brand or other fuel vehicle brands, have a relatively loyal and large client base.

Although the brand is benchmarking the new energy vehicle market, it has also developed and configured technologies such as L2 smart driving and smart cockpit, but Xiaoxin found that many consumers who come to see the car are not too "cold" about these functions, but still focus on suspension upgrades, chassis design advantages, body robustness, safety, and improved control.

The intelligent driving lane also observed at the relevant fuel vehicle booths that the salesperson was interrupted by the consumer when he took the initiative to show the functional upgrade of the intelligent driving to the consumer, and was instead consulted about the interior space, tire wheelbase, and other information.

Sales staff who have served several new energy and fuel vehicle brands said that in addition to a few new energy vehicle companies that really have full-stack self-research capabilities and are "far ahead", each product has entered a relatively homogeneous stage in terms of function, performance, product power, etc. What is the competition at this time is naturally the hard power of the company itself.

For example, the safety and comfort experience brought by various hardware dimensions of the vehicle; the tonality of the brand, the stability of the pre-sales and after-sales services system, etc., are all areas where fuel vehicle brands have advantages; and the stories of overcharging and high-end intelligent driving told by new energy vehicles are more likely to take a long time to land in the future.

Sales of fuel vehicle brands have generally admitted that some customers have been robbed by new energy vehicle brands, but they still generally have confidence in their own brands and products, and do not express too much concern about future market competition.

This is actually not blind confidence. On the one hand, many new energy brands are still in the loss stage of burning money to develop and improve the system to "sell one at a loss", and there are still great uncertainties in the future. The monthly sales competition seems to be lively, but in fact most of them are far less than the sales data of fuel vehicle brands.

On the other hand, fuel vehicle brands not only have a deep technical heritage and a strong sales network, but also actively seek change and face the competition with new energy vehicle brands.

4. The hard-working elephant turns around

"New energy vehicles are the trend of the future, so the group is also transforming towards electrification, developing technologies, launching new energy sub-brands, and so on." The sales staff of a pure electric sub-brand under a fuel vehicle brand told Zhixing Driving Road that at this year’s Guangzhou Auto Show, the group did not issue the task of releasing new fuel vehicles, but only released a few new energy models. The original fuel models of the subsequent brand will also be gradually transformed into gasoline-electric mixing, plug-in mixing, etc.

The person also said that such as the design of vehicle appearance, interior space, intelligent cockpit, intelligent driving and other functions, these new energy models are equipped with standard elements. In short, "what new energy vehicles should have, we also have it." According to reports, about 40% of the current pure electric vehicle users of the fuel vehicle brand are from the previous conversion of their own fuel vehicle owners.

In the Guangzhou Auto Show, GAC Honda, GAC Toyota, Kia, Jiangqi, Changan Mazda and other mainstream fuel vehicle brands have displayed many new energy-related models such as gasoline-electric hybrid and plug-in hybrid, as well as many electrification The results of transformation, some brands are even reported by the media to cancel the traditional pure fuel version models and fully embrace electrification.

Not only that, but some of the unique selling points of new energy vehicles have also begun to appear in fuel vehicles, such as the new generation of BMW 5 series long wheelbase version exhibited by BMW, which is equipped with a 31-inch rear floating screen, which is nicknamed "big color TV" for rear passengers.

There are also the previously mentioned smart cockpit, L2-assisted driving, embedded door handles, and a more sci-fi and streamlined design language similar to new energy vehicles. It can be observed that many elements of fuel vehicles are aligned with new energy vehicles, or in order to narrow the competitive differences between them.

In this regard, the sales staff of the joint venture fuel vehicle brand said that in response to the user habits and changes in the Chinese market, the brand has indeed been making some corresponding targeted improvements, which are actually rolled up by new energy vehicles. Many configurations and designs that have been recognized by consumers may have some disadvantages in the competition if we do not integrate them in the modification.

So the question is, sales account for the main body and accelerating recovery, the client base coverage is still broad, car companies are also working hard to transform and change, why are fuel vehicles still being sung down and losing the voice of public opinion?

In the exchange with many consumers at the Guangzhou Auto Show, Zhixing Driving Road found one of the most important reasons, that is, the social thinking, user thinking and Internet thinking of new energy brands are far ahead, occupying the network of natives has the voice over.

Some new energy vehicle owners told Zhixing Driving Road that the new energy vehicle brand has done a good job in building an online and offline car owner community, which is an experience that has not been experienced before when driving a fuel vehicle.

The offline activities of new energy vehicles, online community interaction, and social interaction have gradually cultivated the owner’s sense of brand belonging. If there is any problem, they will give feedback through online social interaction, and they will also go to the Internet as tap water to help the brand promote and so on.

Obviously, when a large number of car owners are developed into such online social and interactive habits, the online popularity of new energy brands will naturally increase.

From another perspective, this is precisely what fuel vehicle brands can learn from and make up for. If fuel vehicles can break the "silent" label and gradually become active in various platforms, just like new energy vehicle brands, they can truly return to the center of the stage and return to the "C position" in the market.

　　[Aika car test drive original]

　　Not long ago, my colleagues and I tested the real cruising range of the (|) ultra-long endurance version in Lianyungang, and the result of 601.5km really amazed us (Click on the link to review the highlights:Test BYD Han EV Long Life Edition in the Name of Being a Strong Man), but I still regret not being able to experience the charm of the four-wheel drive high-performance model. Fortunately, this regret was soon made up. After two days and one night of getting along, the performance of the four-wheel drive high-performance flagship edition kept echoing two poems in my mind — — The silver saddle and the white horse reflected each other, and galloped like a rustling.

　　This time, I test-drive the flagship model of BYD Han EV, a four-wheel drive high-performance flagship model (hereinafter referred to as the four-wheel drive version) with a subsidized price of 279,500 yuan. The test drive route is Lijiang-Shangri-La section of National Highway 214, which is also a section of Yunnan-Tibet Highway that people often say enters Tibetan areas. The starting point of Lijiang is 2400 meters above sea level, and the turning-back point of Shangri-La is 3200 meters above sea level. The highest altitude on the way is about 3500 meters. It can be said that the journey is climbing all the way and the return journey is downhill.

　　In addition, according to the official data, among BYD Han’s pre-sale models, the four-wheel drive version accounts for more than 50%, and most of the models have higher sales during the pre-sale period, which are basically middle and high-end cars. So, what’s it like to drive this hot model recently? Don’t worry, let me tell you about it slowly.

　　The official four-wheel drive high-performance flagship version only takes 3.9 seconds to accelerate 100 kilometers, which is a very beautiful result even on a performance car, not to mention that Han EV is still a medium-sized and large car.

　　Different from the terrain and road conditions of the last endurance test, the Lijiang-Shangri-La section of National Highway 214 is all mountain roads, so there is no lack of novelty in driving such an electric car. Of course, in addition to the driving experience, I will also experience the riding experience in the back row.

　　This electro-hydraulic braking solution, which is highly integrated with iBooster and ESP systems, cancels the traditional vacuum-assisted braking mechanism, so that the first half of the brake is no longer lost due to mechanical braking, which not only reduces the frequency of braking, but also greatly improves the starting threshold of energy recovery, which can be regarded as a "magic weapon" for electric vehicles.

　　[car home Information] Recently, we photographed the real car of (|)EV travel standard model at a dealer. The new car has been slightly upgraded in the interior design, and its cruising range has increased to 450 kilometers.

　　In terms of appearance, the new car adopts the closed grille of BYD’s new energy model, and the interior is equipped with a dot-array middle net design. The headlight groups on both sides are integrated with the front grille, and the front enclosure is also equipped with a penetrating ventilation opening.

　　On the side of the car body, the overall shape of the new car has not changed, and it is still a relatively flat design. The waistline runs through the car body to the tail, and a 16-inch double five-spoke rim shape is used.

　　At the rear of the car, the taillights on both sides of the new car adopt a long strip design and are connected by a penetrating chrome decoration, which improves the overall visual width. In addition, the license plate frame with the concave design at the back also enhances the layering of the rear.

　　In the interior part, compared with the current model, the new car has some changes. Although the traditional pointer instrument panel and three-spoke multi-function steering wheel are still used, a larger central control multimedia display screen is replaced, and a newly designed knob-type electronic gear shifting mechanism is also adopted below to enhance the sense of science and technology inside the whole car.

　　In terms of power, the new car still uses a 136-horsepower motor with a maximum torque of 180 Nm, and the battery pack uses a 53.1kWh ternary lithium battery. However, after the overall system is optimized, the cruising range is increased to 450 kilometers. (Text/car home graduated)

Another big news came from Huawei smart cars.

On April 16th, 2023, Yu Chengdong, managing director of Huawei, CEO of terminal BG and CEO of smart car solution BU, released some train-borne solutions and new products.

At the meeting, Huawei launched the advanced intelligent driving system ADS 2.0, announcing thatNo longer rely on high-precision maps. At the same time, announced a radical plan:It will land in 15 cities in the third quarter and expand to 45 cities in the fourth quarter.

In addition, Huawei also released a series of new products, such as AR HUD head-up display, iDVP smart car digital platform, which can replace the on-board dashboard, and predicted that HarmonyOS HarmonyOS 4.0 will be released in autumn.

According to reports, Huawei’s intelligent driving system industry pioneered the GOD network. Through the perception of multi-sensor integration such as laser radar, millimeter-wave radar and camera, special-shaped obstacles can also be identified, such as rollover vehicles, falling cardboard boxes, falling rocks, falling trees, etc. And slow down and stop, and build a safety line from the structure to make people drive safer.

In addition, HUAWEI ADS 1.0 has realized BEV architecture based on Transformer, while HUAWEI ADS 2.0 has been further upgraded.The network based on road topology reasoning is further enhanced, and various road elements such as roads and traffic lights can be understood even without high-precision maps, making it possible to drive without maps.

Yu Chengdong introduced that in the third quarter of this year, 15 cities without maps will land, and in the fourth quarter, 30 new cities without maps will land, reaching 45 cities.

On the intelligent parking assistance function,Huawei ADS 2.0 maintains a leading position in parking space identification, including automatic parking space search, 360 parking space discovery and display of parking spaces. At the same time, it supports intelligent parking of up to 160 kinds of parking spaces, such as unconventional parking spaces such as sloping parking spaces and broken parking spaces. In addition, RPA (Remote Parking Assist) solves the embarrassing scene of "cars can get in, people can’t get out" in narrow parking spaces, or it is inconvenient to take and put large luggage items in the car and trunk, thus realizing worry-free parking.

In terms of high-speed experience,ADS 2.0 optimizes the high-speed experience. After the optimization, the average manual takeover mileage is increased from 100km to 200km, and it is easy to cope with up and down ramps and channel obstacle avoidance.

Yu Chengdong also announced at the press conference that Huawei’s advanced intelligent driving system HUAWEI ADS 2.0.The M5 Huawei Advanced Intelligent Driving Edition will be launched in AITO, and the subsequent Aouita 11 and Extreme Fox Alfa S·HI versions will also be upgraded, and more models will be carried in the future.Yu Chengdong also said that according to the test data, the models equipped with Huawei ADS have been far ahead of Tesla in expressway performance such as ramp passing rate and takeover times.

Yu Chengdong also specifically explained that before, he said that the "HI" model of cooperation between Huawei and BAIC was not cooperative. "It is not non-cooperation. Our cooperation with BAIC has been upgraded to a smart selection model, and the cooperation will be deeper."

In terms of price, HUWEI ADS announced by Huawei includes basic package, advanced package and high-end package. At present, the commercial models that have been cooperated are standard with the basic package and advanced package, and the high-end package can be purchased. The above-mentioned urban NCA and AVP are all in the high-end package scheme. Among them,HUAWEI ADS 1.0 is purchased at a lump sum of 32,000 yuan, with an annual subscription of 6,400 yuan and a monthly subscription in 640 yuan. HUAWEI ADS 2.0 is purchased at a lump sum of 36,000 yuan, with an annual subscription of 7,200 yuan and a monthly subscription in 720 yuan.

At the meeting, Huawei’s self-developed AR HUD made its debut. It is understood that,Huawei AR-HUD can replace the on-board instrument, and the effect far exceeds the instrument.Compared with ordinary HUD (Head-up Display Device), it has stronger functions and better effects.

Yu Chengdong said that Huawei AR-HUD adopted Huawei’s AutOptiX intelligent vehicle light technology, which enabled the car to enter the light display era.

The scheme is equipped with LCoS (micron pixel unit, 2K resolution), three-color LED light source (entrance brightness of 12000nits, color gamut NTSC > 85%), short-focus lens (clearer image, distortion < 2%) and polarizing component (light energy utilization rate of 90%, contrast ratio of 1200:1).

In terms of specifications,Huawei AR-HUD has the largest mass-produced frame in the industry, which can achieve the equivalent display effect of 70 inches at 7.5 meters and 96 inches at 10 meters, and has the highest resolution of 1922×730 mass-produced HUD.

Functionally, Huawei AR-HUD is deeply integrated with intelligent driving system for the first time, which can realize real-life presentation.In addition to car-level AR navigation, it can also project reversing images on the windshield and realize giant screen viewing. The effect is very shocking.

Yu Chengdong revealed that,Huawei AR-HUD will be launched by M9.It will be carried on more models in the future.

In addition, Huawei also released new products such as the brand-new in-vehicle entertainment screen category HUAWEI xScene light field screen and HUAWEI xPixel smart car light solution.

According to reports,HUAWEI xScene light field screenIt can break through the physical space limit in the car, bring a viewing experience of 3 meters away and 40 inches, and effectively reduce visual fatigue; At the same time, the world’s first car display low motion sickness gold standard was obtained, which effectively relieved motion sickness.

HUAWEI xPixel intelligent car light solution, to achieve a million pixels of refined lighting and smart lighting expression. High-precision ADB (adaptive high beam) is altruistic and selfish; The first intelligent light carpet, to achieve security protection.

Yu Chengdong also introduced a new generation of HarmonyOS intelligent cockpit, which will be equipped with Huawei’s breakthrough technology HarmonyOS kernel. HUAWEI SOUND car audio system and a new generation of car smart screen will also be unveiled at the press conference. HarmonyOS Car Machine has joined hands with application partners, bringing over 50 top-quality applications from HarmonyOS and over 100 free applications from HarmonyOS.

Yu Chengdong also introduced the digital platform of HUAWEI iDVP smart car. HUAWEI iDVP is the foundation of realizing software-defined automobile, and the core of this architecture is hierarchical decoupling and SOA (service-oriented distributed architecture) service. At present, HUAWEI iDVP has delivered more than 800 standardized API interfaces to achieve rapid adaptation of cross-vehicle differences, and the cross-vehicle reuse rate of platform applications can reach over 90%.

At present, the shipment of intelligent components in Huawei’s smart car business has reached 2 million, five strategic cooperation models have been listed, and there are over 300 ecological partners. In addition, there are more than 10 new cars with Huawei’s advanced autonomous driving and intelligent cockpit under development, which will be launched one after another from this fall to next year.

Yu Chengdong also announced at the meeting that,Huawei HarmonyOS 4.0 (HarmonyOS OS) will be released this autumn.

It is understood that HarmonyOS OS 4.0 will realize multi-person, multi-device and multi-screen multi-tone area in the car, support sound source localization in six-tone area and concurrent control of multi-person and multi-screen multi-tone area. Compared with HarmonyOS 2.0/3.0, HarmonyOS OS 4.0 also realizes eyeball position tracking and eye state recognition in the cabin, and supports multi-screen multi-channel bidirectional circulation and multi-screen cross-device projection.

It is worth mentioning that the voice of HarmonyOS OS 4.0 intelligent cockpit will also be greatly upgraded, and the training results of Huawei’s big model will be used, and the voice of Xiaoyi will be more intelligent.

Before officially unveiling the new product, Yu Chengdong shared his views on the development trend of intelligent electric vehicles. Yu Chengdong believes that smart electric vehicles are strikingly similar to the era of smart phones more than a decade ago. Since the launch of the iPhone, the sales of smart phones have gradually increased, and feature phones have gradually withdrawn from the historical stage.

"Because I was in charge of Huawei’s terminal business ten years ago, I deeply felt at that time that with such fierce market competition or major changes in the industry, many giants may find it difficult to survive and many mobile phone manufacturers will disappear." Yu Chengdong said. Indeed, many giants in the field of feature phones have disappeared.

Yu Chengdong judged,Smart electric vehicles will reproduce the change from feature phones to smart phones. In time, 2025 will be a watershed in the era of smart electric vehicles.

"The great changes in today’s era remind us that if we don’t work hard, we can’t seize the opportunity of change in the era of intelligent electric networked vehicles, especially the opportunity of automation. No matter how powerful the company is today, it may disappear in the future. When the giant falls, he may still be warm. " Yu Chengdong stressed.

Yu Chengdong believes that in the era of intelligent electric vehicles, the first half of industry competition is electrification and the second half is intellectualization."Our first half is important in sports competitions, but the second half is the key to winning." In the electric vehicle industry, the hardware determines the experience in the first half, and the software determines the experience in the second half.

This paper is a comprehensive introduction to Guanwei, Shanghai Stock Exchange and Securities Times.

Text |Tech Planet Lin Jing Wang Lin

Before the epidemic prevention and control was released, the maximum number of group purchases in the community could reach 600 a day, which could not be put in a 10-square-meter dry cleaner in Liu Miao, and the sorted goods piled up all the way to the door. Now, on the list of heads she shows to Tech Planet, there are an average of 100 to more than 200 orders per day, which has dropped sharply.

As a key bridge between the community group buying platform and users, the situation of the head of the group reflects the current situation of the community group buying track to some extent.

After the group-buying war in the community, nowadays, it is called "the new third group" and "the third group", and the life of the tenth group and the same journey has collapsed, leaving only the prosperity and optimization. Profitability has become the primary task of the platform. With the recovery of offline merchants, community group buying is also facing new challenges.

However, JD.COM has recently "killed" the group purchase in the community again, renaming Jingxi Pinpin as JD.COM Pinpin, and choosing Hefei as the first stop to expand the city. A local head of Hefei said, "JD.COM BD (Business Development) personally came to the door to talk about the cooperation of heads. They will select heads who have done well on other platforms and directly invite them to become the head of JD.COM."

Although Jingxi Pinpin had not been laid out in Hefei before, in the head’s view, the renamed "JD.COM Pinpin" was endorsed by the word JD.COM, with obvious brand power and rich incentives for innovation, and it broke the order on the first day. According to her observation, JD.COM’s capacity and other aspects have not kept up, and some commodities are out of stock.

When the whole track has died down, will the community group buying rekindle the war with JD.COM?

After the 01 fierce battle subsided, the only pioneer

Withdrawal from the city and contraction are the key words of community group buying track in the past year. The US delegation is preferably evacuated from Beijing and four northwestern provinces (Gansu, Qinghai, Xinjiang and Ningxia), and currently covers more than 20 key provinces. Xingsheng prefers to retreat from the 17 provinces with the highest peak. At present, its business is only in six provinces: Shaanxi, Hubei, Hunan, Guangxi, Jiangxi and Guangdong. Buying more vegetables has the widest coverage at present, covering 31 provinces and cities except Tibet.

Nowadays, apart from group buying in the community, Xingsheng Youxuan APP has also added the business of "Yuanben Mall", which is an e-commerce platform similar to Taobao, involving clothing, shoes and bags, department stores, food, electrical appliances, jewelry and other categories, mainly taking the cost-effective route. For example, a T-shirt for women ranges from 9 yuan to 40 yuan.

Figure: Screenshot of Xingsheng Preferred APP

According to an employee who resigned from Xingsheng, "Yuanben Mall" is Xingsheng’s preferred cooperation with external companies. In her view, categories that were not available before, such as clothing, can increase revenue for the company. A head of Xingsheng Preferred Group said that its staff had introduced new business because the single quantity was eroded by some competitors.

In today’s "new three groups", the US group preferred and bought more food as the two major heads, and competed for the "top spot" in the past year. According to the research data of Guojin Securities, as of the first half of 2022, the market share of community group buying preferred by Meituan reached 38%, second only to 45% of buying more food.

From the perspective of organizational structure, the "No.1 position" of community group buying has also changed. According to "Late", at the beginning of last year, Guo Wanhuai, vice president of Meituan, took over the fast donkey, food shopping and optimization business from Chen Liang, former senior vice president of Meituan and member of S-team, the highest decision-making body. She made a series of arrangements for Meituan’s optimization and transferred the more effective fast donkey management team to the optimization. At the same time, Meituan preferred to abolish the large-scale system and adjust the five major regions (North China, South China, East China, Central China and West China) to 17 regions, which have more decision-making power and are responsible for their own profits and losses.

According to Shenwang, since September last year, Temu, a cross-border e-commerce business, has been one of the most important strategic projects in Pinduoduo, led by Gu Yaoxian, the main person in charge of buying more vegetables.

With the full liberalization of the epidemic, retaining existing customers has become a top priority for community group buying platforms. In some areas, many people who buy more vegetables and choose the best leaders of the US delegation told Tech Planet that after the epidemic was released, the platform adjusted the latest rules in time. Originally, the commission was mainly calculated according to the order quantity. Now, users must enter through the link shared by the leader. As long as the order amount exceeds 1 yuan, the leader can get a commission of 1 to 2 yuan through this user.

When the whole track stopped, unlike the subsidy war and the influx of capital in the past, JD.COM restarted the community group buying business, which was inseparable from the sinking strategy of the whole group.

In 618 this year, Xu Ran, the new CEO of JD.COM Group, who made her first public appearance, revealed the next strategic task of the Group. Among them, sinking the market has become one of JD.COM’s three major strategies and was first mentioned. Xin Lijun, CEO of JD.COM Retail, once put forward one of the four must-win battles of JD.COM Retail 2023 in JD.COM, which is also sinking the market.

To create a low-cost mind, community group buying is undoubtedly one of the important starting points. In the past, the community group buying business in JD.COM made a rough progress. Jingxi, once led by Liu Qiangdong personally, went through the personnel adjustment and withdrew from the city, leaving only two markets, Langfang and Beijing.

In terms of organizational structure, JD.COM now belongs to the newly established Innovation Retail Department of JD.COM Group, which is headed by Yan Xiaobing, a veteran who returned to JD.COM, and reports to Xu Ran, CEO of JD.COM Group.

Compared with the radical expansion of the city, JD.COM’s spell is now a small step. A head of Hefei revealed to Tech Planet that JD.COM began to recruit heads in mid-July. Judging from the current Hefei new site, JD.COM’s spelling is still carried out through the head mode, and there are still too many innovations in the business model.

For JD.COM, high-quality logistics experience and rich 3C categories have made it accumulate huge high-net-worth users’ minds, but they have also become shortcomings in exploring the sinking market. Moreover, in the "short-chain logistics" of community group buying, JD.COM can’t directly use the advantages of the previous warehouse network distribution system.

In the eyes of a consumer investor, community group buying competes for supply chain and efficiency, and wins by scale. After the reshuffle of the industry, the pattern has been initially determined. JD.COM will enter the game at this time and must find a new breakthrough to have a certain chance of winning.

Zhuang Shuai, an e-commerce retail analyst, believes that JD.COM’s brand image, supply chain advantages and self-operated logistics are all great advantages, but JD.COM has not accumulated particularly good methods and teams in social organization management (the head of the group is a freelancer, not a direct employee) and head expansion, and the organizational structure and process cannot well support the business model of community group buying, so it needs to be adjusted and optimized accordingly.

The bitter business of "bending down to pick up steel shovel" ushered in a new rival of "group shop"?

Community group buying, which carries the ambitions of Internet giants, is actually a bitter business. Yang Yi, an investor who entered the community group purchase in the early days, once calculated an account. The gross profit of the goods selected by Prosperity is around 20 points, and the profit rate of each order is only two or three points after deducting the commission and performance fees of the store. The customer’s unit price is ten yuan, and each order can only earn a few cents.

"Purchasing-warehousing-distribution-outlet-head -C (consumer), which involves too many links, the supply chain process is too long, and if the business process is not completely run through, the loss rate of fresh food is too high", an original orange heart optimization middle-level once analyzed to Tech Planet. This means that the homework that Internet manufacturers need to do most may be how to operate finely, and the price difference of a catty of vegetables should be considered by a few cents.

This seems to be not good for the big Internet companies. They still use the money-burning subsidies that they have always been good at for the market, shouting that there is no upper limit for investment and All In slogans, and it is easy to fall into the quagmire of losses.

Judging from the financial report data, from 2021 to 2022, the operating losses of the new business represented by Meituan Youxuan were 35.9 billion yuan and 28.4 billion yuan respectively. Previously, the financial report data released by JD.COM Group showed that in 2021, when Jingxi made every effort to expand the market, the accumulated loss of new business in JD.COM reached 10.6 billion yuan.

In the past year, players from all walks of life have relied on their own resource advantages to explore. Buy more vegetables relying on the advantages of the original supply chain of agricultural products, and build a low-price model with the help of the supply chain advantages of direct source mining; Meituan’s optimization is to change its positioning to "Tomorrow’s Day" supermarket. One advantage is that from fresh labels to supermarkets, it can cover more categories and SKUs and enhance gross profit; Amoy Caicai merged with Amoy Xianda (an instant retail business with one-hour delivery) and changed its name to Taobao to buy vegetables. This can effectively avoid traffic dispersion and reduce product distribution costs and commodity procurement costs.

According to "Late" news, as of June this year, except Sichuan, Chongqing, Guangdong, Xiangbei and Hangzhou, at present, the gross profit of buying more vegetables has turned positive in other regions of the country, but the US Mission has not yet achieved gross profit.

In addition, when the big Internet companies are caught in a profit quagmire, the group store model has become a new trend in 2023, mainly based on local group buying platforms. At present, Shijiazhuang’s "Jamlom Home" has opened more than 600 group stores all over the country, and the number of stores in Miaomeilian and Meilin Taotao has exceeded hundreds. In March of this year, Zhihua Zhiguo started the group store business and plans to open 1000 stores nationwide.

Different from the traditional community group purchase, in the group store mode, the head of the group is equivalent to the franchisee of the platform, no longer relying on commissions, but relying on the difference between the purchase and sale of goods to make money. This makes the community group buying platform itself reduce the financial pressure.

An investment promoter who "arrived home from Jamlom" introduced to Tech Planet that it was mainly aimed at middle-aged and elderly people, and Jamlom’s secret book of arriving home was "violent innovation" in the early stage. The new team leader needs to pay a promotion fee of 10,000 yuan. On the opening day, the headquarters will send employees to quickly set up a private domain group by distributing leaflets, and continue to pull new products through "a few kilograms of potatoes for one dollar".

The operation and maintenance of the WeChat group is the key. The head of the group also needs to "warm up" irregularly, take out part of the turnover regularly, and carry out new discount activities to ensure the stickiness of users. In addition, Jamlom’s home business has also been expanded to local life services such as eating, drinking and having fun, and the original private domain traffic has been directed to package tours and home service with higher unit price, thus achieving "everything can be organized".

According to Lingwu Media, Xingsheng Youxuan has set up a group store business unit, which is one of its key strategies in the next three years, and plans to open 100,000 group stores by the end of 2024.

03 tens of billions of investment, far from the end.

There has never been a shortage of challengers in the trillion-scale fresh retail. They used to be full of pride, but the fate of the challengers was not smooth. There were only 55 employees, and the daily fresh food that was once on the verge of delisting, Yiguo Fresh, and the ten clubs invested by Ali were all lost in the fresh track.

Even so, it can’t stop the enthusiasm of Internet companies, especially after "picking the drooping fruits". The year of 2020, when both Meituan and Pinduoduo attacked on a large scale, was the brightest year for community group buying. In this year, Meituan invested tens of billions in community group buying.

The optimization business has brought high user growth to Meituan. As of December 31, 2021, the number of trading users of Meituan was 690 million, an increase of 35.2% compared with 510 million in the same period of last year. However, on the other hand, it has also brought huge losses. The new business where Meituan is optimized is one of the business sectors with the largest losses.

Meituan hopes to infiltrate users in the fourth and fifth tier cities by optimizing them, with a view to transforming them into users of take-away and wine tours. However, the consistency between community group purchase and take-out/wine tour is poor, with the unit price of the former being around 30 yuan, while the unit price of take-out is around 50 yuan.

However, the US Mission did not give up. Compared with elephant fresh food, food encyclopedia, etc., optimization has been the most successful exploration of the US Mission in the field of fresh food. In June this year, after nearly two years of "reducing costs and increasing efficiency", Meituan preferred to restart its growth strategy.

A person in charge of a community group buying cloud warehouse told Tech Planet that the number of dealers who buy more food is decreasing now. In his warehouse, the GMV preferred by Meituan has surpassed that of buying more food, but the gross profit of buying more food is higher.

A partial victory does not mean the end. In his area, buying more food was profitable as early as a year ago. Not only that, according to "Late" report, a number of secondary market analysts predict that in 2022, buying more vegetables will realize the gross profit (commodity price minus purchase price, local operating costs, etc.) of half of the provinces and regions in China.

Now, Pinduoduo has devoted his energy to Temu, and many shopkeepers have become Temu’s investment promotion personnel, who send out investment promotion advertisements in the circle of friends every day.

Compared with Meituan’s optimization, Pinduoduo didn’t even make a separate APP for buying more food, because the original main APP crowd was enough to meet the user portrait of community group purchase, which meant higher efficiency of new shopping. In addition, the original accumulation in the agricultural products industry has made Pinduoduo more familiar with the supply chain.

HAYDEN CAPITAL estimates that buying more vegetables will achieve overall profit from 2023. According to conservative estimates, by 2025, this business will contribute at least about 14 billion yuan of earnings before interest and tax to Pinduoduo. This will become another big profit source for Pinduoduo, providing sufficient food and grass for its cross-border business exploration.

In addition to the "New Three Groups" of Internet giants, Xingsheng Youxuan is the only startup company that has successfully resisted the "Li Bao" of Internet giants. Community group buying is its core business and is related to the company’s lifeline.

No enterprise, whether it is a big Internet company or a survivor of the "Old Three Group", is willing to give up. Community group buying bears the ambitions of Internet companies for fresh retail and the lifeblood of startups. Even if everyone knows that it is extremely difficult to make money in the field of fresh food.

(Liu Miao is a pseudonym in the text)