In 2015, the Internet was built, and all the people were experiencing a boom in capital expansion. In 2016, with the overall coldening of the capital market, the Internet car is also facing a pain, many corporate financing is difficult to sustain, and even this giant-level enterprise is also facing big troubles. At the same time, we saw the sample car that Wei Lai took out to run the track. I saw that FF took out a record-breaking product of 0-100 kilometers. I also saw that Weilai, Weimar and LeTV got a large piece of land and government funds. In 2016, the Internet is full of joys and sorrows. Where will the 2017 Internet car go?
First, start from the origin of the Internet to build a car
Traditionally, the automotive industry is a mature industrial system with strict processes and standards and a mature industrial chain. The relationship between the automotive industry and the Internet was previously only in the Internet of Vehicles. The appearance of Tesla changed all of this. The original Tesla was not technically superior. As early as 10 years before the Tesla Model S, the Japanese made Bitsla faster. 8 wheel electric car. The battery layout is exactly the same as Tesla.
Tesla's magic lies in capital operation and marketing. Musk is from the Internet industry and is familiar with the Internet industry's gameplay from venture capital to IPO profitability. Therefore, the seemingly unreliable Tesla ushered in a miracle. At the beginning, it was only possible to modify the Lotus sports car, and then by selling the modified car, Tesla won round after round of financing, including the US Department of Energy loan. .
The giants of the automotive industry, Mercedes-Benz and Toyota, also gave Tesla an investment. Tesla relied on a round of financing, relying on the help of the industry, and developed the Model S in a seemingly unreliable situation. .
In the case that the car itself is not profitable, Tesla relies on the capital market IPO to become a successful enterprise, and investors and Musk are also worth a hundredfold.
Internet-made cars, more of a capital game, the huge profits of capital games, so that Chinese investors are jealous, so there is a Chinese Internet car.
Second, reliable and unreliable
Even if it is a capital game, it is necessary to take things out, instead of a few PPTs that will allow the public to pay.
Tesla sells Model S at least globally and is also preparing to develop Model 3. Therefore, the reliable basis for China's Internet-made cars is that you are really ready to build a production car. If you can sell a certain amount, it doesn't matter if you don't make a profit in the short term. You want investors to see your growth. Sex, can occupy a certain market share in the future.
Using this standard to get stuck, many small companies that don't have the resources can be eliminated. They don't necessarily know how to make a production car.
The reliable ones are careful and take their own plans step by step. In 2016, Weilai not only got financing, developed a prototype that could run out of records, but also set up motor wages, cooperative industrial parks, and prepared for mass production in a solid manner. This is reliable. Weimar has not announced the model, but is honestly building a factory to take the industrial chain, which is also reliable. LeTV is also investing in the construction of a factory, and it has also made a record-breaking prototype. It is reliable, but the capital chain of LeTV is very pessimistic. After all, the car is a thing that needs to be continuously invested, even if it is invested 90%. No follow-up funds will collapse. Li Xiang’s car and home are mysterious. Li wants to say that he can see the prototype in 2017. From the information disclosed, the car is relatively simple, and it is not too difficult to use Internet capital to build Shandong low-speed electric vehicles. This is very reliable.
Other companies that don't have the money and background are hard to say. After all, building a car is a difficult job.
Third, the introduction of resources is the key to the 2017 Internet car
Tesla's Internet car is a key step in the help of Toyota and Mercedes. The complicated things of automobiles, without the help of first-class manufacturers, it is very difficult to build their own industrial chain and make good products. However, China's auto industry is weak, and there are not enough manufacturers in the country. Weilai can only find Jianghuai. LeTV and Beiqi have a verbal order. Weimar is more realistic. We know that there is no high-level foundry line in China, and we can only build factories ourselves. Whether it is a cooperative mode or a self-built mode, the accumulation of Chinese cars is not enough.
Wei Lai gave a high enough salary to dig people, but did not dig a complete system process, and could not dig through the entire supply chain. Relying on Jianghuai, it may be the level of Jianghuai, and it is very difficult for Jianghuai to make Lexus. Therefore, in 2017, the most urgent need for Chinese Internet-built vehicles is to introduce world-class manufacturers and get their help.
Tesla has the help of Toyota and Mercedes-Benz. If Weilai has BMW and Honda's technology research and development and industrial chain support, it can make a car that is not inferior to Tesla. The sinking of Weimar is always the old man of Volvo. If Weimar can use Volvo's power to introduce Volvo's complete process system, it is not impossible to build a good car.
Therefore, the introduction of resources will become a key step in the 2017 Internet car. Will someone do it? Will anyone do it? We will wait and see.
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