Izolo, i-Ideal ikhiphe uhlu lokuthengisa lwamasonto onke lwesonto lesithathu lika-2024 (Januwari 15 kuya kuJanuwari 21) njengoba kuhleliwe. Ngenzuzo encane yamayunithi ayizigidi ezingu-0.03, iphinde yathola indawo yokuqala ku-Wenjie.
Okuhle okuzontshontsha umbukiso ngo-2023 bekujwayele ukuwina. NgoZibandlela wezi-2023, ukuthengiswa kwanyanga zonke kwe-Ideal kwadlula izimoto ezingama-50,000, kwabeka irekhodi eliphezulu. Inani elithengisiwe ngo-2023 lizofinyelela ezimotweni ezingama-376,000, cishe kabili ngonyaka owedlule. Sekuyibutho lokuqala elisha ukweqa uphawu lonyaka lokulethwa kwezimoto ezingu-300,000 nokuwukuphela kwamandla amasha anenzuzo okwamanje.
Kuze kube yisonto lokuqala lalo nyaka, lapho i-Li Auto ikhipha uhlu, ukuthengiswa kwayo kwamasonto onke kwehle ngamayunithi angu-9,800 kusukela ngesonto eledlule kuya kumayunithi angu-4,300, irekhodi elibi kakhulu ezinyangeni eziyisithupha ezedlule. Ngakolunye uhlangothi, i-Wenjie yeqe okufanelekile okokuqala ngezimoto ezingu-5,900.
Ngesonto lesibili lalo nyaka, uWenjie uqhubekile nokuhamba phambili ohlwini lwezimoto ezintsha ezithengiswayo masonto onke ezinenani elilinganiselwa ku-6,800, kanti i-Ideal ikleliswe endaweni yesibili ngenani lentengo lamayunithi angu-6,800.
Ingcindezi ebhekana nayo ekuqaleni konyaka omusha idalwa yinhlanganisela yezinto.
Ngakolunye uhlangothi, ngoZibandlela wonyaka odlule, ukuze kuzuzwe umgomo wokulethwa kokuthengiswa kwanyanga zonke kwamayunithi angaphezu kuka-50,000, i-Ideal yasebenza kanzima emigomeni yekhethelo yokugcina. Ngenkathi ivuselela irekhodi layo, iphinde yacishe yaqeda ama-oda omsebenzisi esandleni.
Ngakolunye uhlangothi, uguquko oluzayo lokukhiqiza umkhiqizo nalo luzoba nomthelela othile ekuthengisweni kwemali. Amamodeli amathathu ochungechunge olunwetshiwe lwe-L L9\L8\L7 azothola izibuyekezo zokucushwa, futhi amamodeli ka-2024 azokhishwa ngokusemthethweni futhi alethwe ngoMashi. I-blogger yemoto iveze ukuthi i-cockpit ehlakaniphile yochungechunge lwe-2024 Ideal L kulindeleke ukuthi isebenzise i-chip ye-Qualcomm Snapdragon 8295, kanti uhla lokuhamba ngogesi oluhlanzekile lwemoto nalo kulindeleke ukuthi luthuthukiswe. Abanye abangaba abathengi baphethe izinhlamvu zemali ezilindele ukuthenga.
Okungeke kushaywe indiva iXinwenjie M7 neM9, aqhudelana ngamakhanda nezinhlobo eziphambili ze-Ideal. Muva nje, u-Yu Chengdong uthumele ku-Weibo ukuthi ezinyangeni ezine ngemuva kokukhishwa kwe-M7 entsha ka-Wenjie, inani lamayunithi lidlule ku-130,000. Ama-oda amanje abeke umthamo wokukhiqiza kaKoresi ngokugcwele, futhi manje umthamo wokukhiqiza wamasonto onke kanye nevolumu yokulethwa kucishe kufane. Njengoba umthamo wokukhiqiza ukhula kancane kancane, izibalo zokuthengisa zizoqhubeka zikhuphuka.
Ukuze kugqugquzelwe ukuthengisa, i-Lideal isanda kwethula inqubomgomo yekhethelo yetheminali enamandla kakhulu kunoDisemba odlule. Ibanga lokwehliswa kwentengo lezinguqulo ezihlukene zamamodeli we-L7, L8 kanye ne-L9 lisukela kumayuan angu-33,000 kuya kumayuan angu-36,000, osekuyisaphulelo esikhulu kunazo zonke kusukela ekuqaleni konyaka. Enye yezinhlobo ezinkulu zezimoto.
Ngaphambi kokuthatha indawo entsha, kuhle ukusebenzisa ukwehlisa amanani ukuze ubuyisele indawo elahlekile ngokushesha okukhulu.
Ngokusobala, ngemuva kokuthengisa "kwe-roller coaster" ngesonto eledlule, i-Ideal ibonile ukuthi akulula kangako "ukugwema umkhawulo weHuawei". Okulandelayo ukuhlangana okungenakugwemeka.
01
I-Huawei ayikwazi ukugwenywa
Incazelo enembile yomkhiqizo iyisiqalo sempumelelo ye-Ideal engxenyeni yokuqala. Lokhu kunikeza i-Ideal ithuba lokukhuphuka ngesivinini esishaqisayo futhi ilingane nabamelene nabo abavuthiwe ezingeni lenhlangano mayelana nokusebenza kokuthengisa. Kodwa ngesikhathi esifanayo, lokhu kusho nokuthi i-Ideal kufanele ibhekane nenani elikhulu lokulingisa nokuncintisana endaweni efanayo yemvelo.
Njengamanje, i-Li Auto inezinhlobo ezintathu ezidayiswayo, okuyi-Lili L9 (iSUV enezihlalo eziyisithupha phakathi kuka-RMB 400,000 no-RMB 500,000), L8 (i-SUV enezihlalo eziyisithupha ngaphansi kuka-RMB 400,000), kanye ne-L7 (iSUV enezihlalo ezinhlanu phakathi kuka-RMB 400,000 kanye no-RMB 400,000).
I-Wenjie iphinde ibe nezinhlobo ezintathu ezidayiswayo, i-M5 (250,000-class compact SUV), i-M7 entsha (300,000-class enezihlalo ezinhlanu mid-to-large SUV), kanye ne-M9 (500,000-class luxury SUV).
I-Wenjie M7 yango-2022, ebekwe ezingeni elifanayo ne-Ideal ONE, yenza u-Ideal ezwe isifiso sokufika sekwephuzile okokuqala ngqa. Sekukonke, i-2022 Wenjie M7 kanye ne-Ideal ONE zikubanga lentengo elifanayo, kodwa eyokuqala inebanga lentengo elibanzi. Uma kuqhathaniswa nenani le-Ideal ONE, inguqulo yokushayela ngamasondo angemuva ye-2022 Wenjie M7 ishibhile futhi isezingeni eliphezulu. Amandla enguqulo angcono. Kukhona nomabonakude abanemibala eminingi, amafriji nosofa abakhulu. Idrayivu kagesi edidiyelwe ehlanganisiwe ye-Huawei, isistimu yokuphatha okushisayo nezinye izinzuzo zobuchwepheshe zengeza ezithombeni ezinhle kakhulu zomkhiqizo.
Ngaphansi kokuhlasela "kokungabizi kakhulu", ukuthengiswa kwe-Ideal ONE kwaqala ukwehla ngenyanga lapho kwethulwa i-Wenjie M7 ka-2022, futhi kwadingeka ukuthi kumiswe ukukhiqiza kusenesikhathi. Kanye nalokhu, kukhona nochungechunge lwezindleko ezifana nokunxephezela abahlinzeki ngokulahlekelwa okungaphezu kwebhiliyoni elingu-1, ukulahlekelwa kwamaqembu, njll.
Ngakho-ke, kube nokuthunyelwe okude kwe-Weibo lapho uLi Xiang avuma khona ukuthi "ukhubazekile" nguWenjie, nawo wonke amagama ekhala izinyembezi. "Samangala lapho sithola ukuthi izinkinga ezibuhlungu esihlangabezane nazo ekucwaningeni nasekuthuthukisweni komkhiqizo, ukuthengisa nezinsizakalo, ukuhlinzeka nokukhiqiza, izimali zenhlangano, njll. zaxazululwa eminyakeni engaphezu kweyishumi edlule, noma ngisho neminyaka engamashumi amabili edlule."
Emhlanganweni wamasu ngoSepthemba 2022, bonke abaphathi benkampani bafinyelela esivumelwaneni sokufunda kuHuawei ngayo yonke indlela. U-Li Xiang wahola mathupha ekusunguleni inqubo ye-IPMS futhi wazingela abantu bakwaHuawei ukuze asize inhlangano ifinyelele ekuziphendukeleni kwemvelo okuphelele.
U-Zou Liangjun, iphini likamongameli eliphezulu kwezokuthengisa nezinkonzo ze-Li Auto, uke waba yisikhulu esiphezulu se-Honor. Ujoyine i-Li Auto ngonyaka odlule futhi unesibopho seqembu lokuthengisa nesevisi, ukuphatha ukuthengisa, ukulethwa, isevisi kanye nokushaja inethiwekhi.
U-Li Wenzhi, owayengumqondisi woMnyango Wokuphathwa Kwe-HRBP kwaHuawei, naye wajoyina i-Li Auto ngonyaka odlule futhi wasebenza njengenhloko yehhovisi le-CFO, elibhekele inqubo, inhlangano, kanye nezinguquko zezezimali ze-Li Auto. U-Li Wenzhi usebenzele i-Huawei iminyaka engu-18, lapho iminyaka engu-16 yokuqala yayinesibopho sokuthengisa ezimakethe zasekhaya neziphesheya kwezilwandle, futhi iminyaka emibili edlule yayinomthwalo wemfanelo womsebenzi weqembu.
U-Xie Yan, owayeyiphini likamongameli we-Huawei's Consumer BG Software Department kanye nomqondisi woMnyango we-Terminal OS, ujoyine i-Li Auto njenge-CTO ngonyaka odlule. Wayenomthwalo wemfanelo omkhulu wokukhuthaza ukusetshenziswa kwama-chips azithuthukisile, okuhlanganisa isistimu yokusebenza eyazithuthukisa ye-Li Auto kanye neplathifomu yamandla ekhompyutha. Futhi uphethe ikomidi lezobuchwepheshe le-AI elisanda kusungulwa ngu-Ideal.
Ngokwezinga elithile, ngaphambi kokukhuphuka kwe-Wenjie, i-Ideal idale kabusha "i-Huawei encane" embonini yezimoto, futhi izinqubo zayo zenhlangano nezindlela zokulwa zakhula ngokushesha. Ukuphumelela kwemodeli yochungechunge lwe-L kube umsebenzi omuhle.
Kepha ekugcineni, iHuawei yinkampani yaseChina engakwazi ukukopishwa. Lokhu kubonakala ngokukhethekile ekuqongeleleni kobuchwepheshe emkhakheni we-ICT, ububanzi nokujula kwezinsiza ze-R&D, ulwazi lokunqoba imakethe yomhlaba, kanye namandla omkhiqizo angenakuqhathaniswa.
Isinyathelo sokuqala sokuthi i-Huawei ingene embonini yezimoto futhi isuse ukulahlekelwa ukwenza izinga le-pixel lokumaka ngokumelene nemibono yomholi esigabeni semakethe. Uthisha uzokhombisa imibuzo eyenziwe ngabafundi.
I-M7 entsha ihlose i-L7 ekahle, iyisebenzise njengemodeli yokuqhathanisa eyinhloko ukuze isebenzise ngokugcwele inzuzo yayo yokonga kakhulu. Ngemuva kokwethulwa kwe-M9, ibe yimbangi eqondile kunayo yonke i-L9 ekahle. Mayelana nemingcele, igqamisa "lokho abanye abangenakho, enginakho, futhi lokho abanye abanakho, nginobuhle"; ngokuqondene nomkhiqizo ngokwawo, i-chassis, amandla, i-cockpit nokushayela okuhlakaniphile nakho kubonisa ukusebenza okumangalisayo.
Mayelana nendlela i-Ideal ebuka ngayo i-Huawei, uLi Xiang ukugcizelele kaningi ukuthi "I-Ideal igcina isimo sengqondo esihle lapho ibhekene ne-Huawei: 80% yokufunda, inhlonipho engu-20%, kanye no-0% ekhononda."
Lapho amandla amabili encintisana, avame ukuncintisana ngokushiyeka komgqomo. Nakuba imboni idlondlobala, idumela lomkhiqizo olandelayo nokusebenza kokulethwa kusazoletha ukungaqiniseki. Muva nje, izinga lokukhula lama-oda liye lehla. NgoNovemba 27, 2023, kwa-odwa izimoto zeWenjie M7 ezingu-100 000; ngo-December 26, 2023, kwa-odwa izimoto ze-Wenjie M7 ezingu-120 000; ngoJanuwari 20, 2024, kwa-odwa izimoto zeWenjie M7 ezingu-130 000. Ukusalela emuva kwama-oda kukhulise isimo sengqondo sokulinda nokubona sabathengi. Ikakhulukazi ngaphambi koNyaka Omusha, abathengi abaningi bafuna ukuthatha izimoto zabo baziyise ekhaya ngoNyaka Omusha. Abanye abasebenzisi bathi kuthenjiswe ukulethwa emasontweni angu-4-6, kodwa manje abantu abaningi abazange bakhulume ngemoto isikhathi esingaphezu kwamasonto angu-12. Abanye abasebenzisi bashilo ukuthi manje kuthatha amasonto angu-6-8 ukuthatha imoto ngenguqulo evamile, kuyilapho kuthatha izinyanga ezingu-3 ngenguqulo ephezulu.
Kunezimo eziningi zamandla amasha aphuthelwa yimakethe ngenxa yezinkinga zamandla okukhiqiza. I-NIO ET5, i-Xpeng G9, kanye ne-Changan Deep Blue SL03 bonke bahlaselwe yizinkinga zokulethwa, futhi ukuthengisa kwabo kushintshile ekubeni kushisa kuya kubanda.
Impi yokuthengisa iwuvivinyo olubanzi lomkhiqizo, inhlangano, imikhiqizo, ukuthengisa, uchungechunge lokuhlinzeka, nokulethwa i-Ideal neHuawei ebhekana nazo ngesikhathi esisodwa. Noma yiliphi iphutha lingaholela ekushintsheni okungazelelwe esimweni sempi.
02
Indawo ekahle yokunethezeka, akukho ukubuyela emuva
Ngemibono, noma ngabe ingakwazi ukumelana nomzabalazo womhlaba, u-2024 usazogcwala izinselelo. Indlela yokusebenza eyafakazelwa ukuthi iphumelele yimakethe engxenyeni yokuqala ingaqhutshekwa, kodwa ingase ingakwazi ukuphindaphinda impumelelo elandelayo enkundleni entsha. Ngamanye amazwi, lokhu akwanele.
Ngo-2024, i-Li Auto ibeke umgomo wokuthengisa wezimoto ezingama-800,000 ngonyaka. Ngokusho kukaZou Liangjun, iphini likamongameli omkhulu we-Li Auto, imakethe enkulu ihlukaniswe izingxenye ezintathu:
Okokuqala, i-L7/L8/L9 izimoto ezintathu ezidayiswayo zinenani elilinganiselwe elingaphezu kuka-300,000, kanti okuhlosiwe ngamayunithi angu-400,000 ngo-2024;
Eyesibili imodeli entsha ye-Ideal L6, ebekwe endaweni engaphansi kwamayunithi angama-300,000. Izokwethulwa ngo-Ephreli futhi izobekela inselele ukuthengiswa kwanyanga zonke kwamayunithi angama-30,000 futhi kulindeleke ukuthi ifinyelele kumayunithi angama-270,000;
Eyesithathu i-MPV Ideal MEGA kagesi ehlanzekile, ezokwethulwa ngokusemthethweni futhi yethulwe ngoNdasa kulo nyaka. Izophonsela inselelo umgomo wokuthengisa wanyanga zonke wamayunithi ayizi-8,000 futhi kulindeleke ukuthi idayiswe angu-80,000. Izimoto ezintathu sezizonke ezingu-750,000, kanye nezimoto ezingu-50,000 ezisele zizoncika kumamodeli amathathu kagesi ahlanzekile anamandla amakhulu azokwethulwa i-Ideal engxenyeni yesibili yonyaka.
Ukunwetshwa kwe-matrix yomkhiqizo kuletha kokubili amathuba nezinselele. Emakethe ye-MPV i-MEGA esizongena kuyo, izimbangi ezifana ne-Xpeng X9, BYD Denza D9, Jikrypton 009, kanye ne-Great Wall Weipai Alpine zizungezwe izitha. Ikakhulukazi i-Xpeng X9, okuwukuphela kwayo emananini ayo ephuma ejwayelekile nesiteringi esidonsa ngemuva kanye nama-air springs anama-dual-chamber. Ngenani lama-yuan angu-350,000-400,000, kubiza kakhulu. Ngokuphambene, noma ngabe i-MEGA enenani elingaphezu kuka-500,000 yuan ingakhokhelwa imakethe isadinga ukuqinisekiswa.
Ukungena emakethe kagesi emsulwa futhi kusho ukuthi i-Ideal kuzodingeka iqhudelane ngqo nezimbangi ezinjengoTesla, Xpeng, kanye ne-NIO. Lokhu kusho ukuthi i-Ideal kumele itshale imali eningi kubuchwepheshe obuyisisekelo obufana nebhethri, ubuhlakani, kanye nokugcwalisa amandla. Ikakhulukazi ebangeni lentengo lemikhiqizo eyinhloko ye-Ideal, ukutshalwa kwezimali kulwazi lokugcwalisa amandla kubalulekile.
Ukuthengisa zombili izimoto ezinwetshiwe kanye nezimoto zikagesi ezihlanzekile kuzoba inselele entsha yamakhono afanelekile wokuthengisa. Ngokufanelekile, ukuvela kwesiteshi kufanele kwenziwe ngesisekelo sokulawula izindleko kanye nokukhulisa ukusebenza kahle kokuthengiswa okuqondile.
Isebenzisa izinsiza ezinqwabelene ekunqobeni engxenyeni yokuqala, i-Ideal izoqala ukusheshisa ukuhleleka kwayo nxazonke ngo-2024. Ukuthuthukisa ukusebenza kahle nokwenza okushiyekayo yiyona nto egxilwe kakhulu ye-Ideal kulo nyaka.
Mayelana nezobuhlakani, ngesikhathi kuqhubeka ingqungquthela yemiphumela yekota yesithathu yonyaka odlule, uMongameli we-Li Auto kanye noNjiniyela Omkhulu uMa Donghui uthe i-Li Auto izothatha “ukushayela okuhlakaniphile okuhamba phambili” njengomgomo wayo oyinhloko. Ngo-2025, usayizi wethimba le-R&D lokushayela elihlakaniphile kulindeleke ukuthi ukhule usuka kubantu bamanje abangama-900. Inwebe yafinyelela kubantu abangaphezu kuka-2,500.
Ukuze ubhekane nengcindezi evela kuHuawei yokwandisa izitolo zayo, i-Ideal izophinde ikhulise ukutshalwa kwezimali eziteshini. Ngo-2024, inethiwekhi yokuthengisa ye-Ideal izophinde inwebe ifinyelele emadolobheni esigaba sesithathu nesine. Kulindeleke ukuthi ifinyelele ngokugcwele kumadolobha esigaba sesithathu ekupheleni kuka-2024, ngezinga lokuhlanganisa elingaphezu kwama-70% emadolobheni esigaba sesine. Khona manjalo, i-Li Auto ihlela ukuvula izitolo ezingu-800 ekupheleni kwalo nyaka ukuze isekele umgomo wayo wokuthengisa wezimoto ezingu-800,000 minyaka yonke.
Eqinisweni, ukulahlekelwa ukuthengisa emasontweni amabili okuqala akuyona into embi ku-Ideal. Ngokwezinga elithile, uHuawei ungumphikisi u-Ideal owamkhetha futhi wamlwela. Uma sibhekisisa, singathola izimpawu ezinjalo ngokwezinga lenkulumo-ze kanye nendlela yamasu.
Uma ubheka yonke imboni yezimoto, ingenye yezimvumelwano ezimbalwa zokuthi ngokuba phakathi kwabambalwa abaphezulu kuphela uzothola ithuba lokusinda. Amandla kaHuawei embonini yezimoto awakakhululwa ngokugcwele, futhi bonke abancintisana nabo sebevele bezwa ingcindezi yokuphefumula. Ukwazi ukuncintisana nokuqhathanisa nabaphikisi abanjalo kuyindlela ekahle yokusungula isikhundla emakethe. Okudingekayo ngokulandelayo ukuthi i-Sun Gong yakhe idolobha elisha.
Emqhudelwaneni oshubile, bobabili u-Ideal noHuawei kufanele babonise amakhadi abo ecilongo. Akekho umdlali ongakwazi ukuhlala abukele impi phakathi kwamahlosi namahlosi. Kuwo wonke umkhakha wezimoto, ukuthambekela okuphawuleka kakhulu ukuthi bambalwa abantu abasakhuluma nge-"Wei Xiaoli". Imibuzo nemibono yakha uhlaka lwamandla akabili, ikhanda liyashesha ukuhlukanisa, i-Matthew Effect iyakhula, futhi ukuncintisana kuzoshuba kakhulu. Lezo zinkampani ezingaphansi kohlu lokuthengisa, noma ngisho ezingekho ohlwini, zizoba nesikhathi esinzima.
Isikhathi sokuthumela: Jan-26-2024