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Who is the strongest dark horse of China's new energy vehicles?

2021-04-23

In the first half of 2021, China's new energy vehicles officially entered the Warring States Period. Heavy players such as Xiaomi and Didi have successively entered the market of intelligent pure electric vehicles, which can not only bring hope, but also be a field full of fierce competition. Of all the new entrants, who is the most likely to be the dark horse?




Many people's first instinct is Xiaomi. Although there are many people in this judgment, they actually ignore a low-key but powerful player, that is Geely Auto. I think Geely Auto is pure electric intelligent car potential the biggest dark horse.




Geely Auto has already bid farewell to the initial stage of "four wheels and two pairs of sofas". In recent years, he has made great progress in catching up with himself and improving himself. He can be said to be a powerful but low-key "sweeping monk". Compared to Xiaomi's technological transformation, Geely Auto has a much stronger foundation in electric vehicles. From 2020 to 2021, Geely has started an important iteration, shifting from the 3.0 era of boutique cars to the 4.0 era of comprehensive architecture system building cars.




Geely has a large number of sub-brands. People who are not professional in the automotive industry may not be able to report the names of these sub-brands at once, but after iteration, all the cars have been produced based on the four infrastructures of BMA, CMA, SPA and SEA. As the saying goes, all changes are inseparable from each other. These four architectures are the foundation of the core technology and production. On the basis of these four structures, Geely can exert its technological and research and development advantages as much as possible, and can launch automotive products that adapt to various market characteristics and needs every year. Geely has officially committed to launch an all-new car every year for five years starting in 2021. Can have such new product confidence, also reflects its research and development confidence, as well as the maturity and stability of the architecture system.




Beyond the hype of smart car technology, Geely's car building fundamentals are also strong. To be honest, it is much ahead of Xiaomi, which is starting from scratch. At present, the main fundamentals of Geely Auto are in good condition. It is a player without weak ribs among Chinese auto companies in terms of the diversification of profit structure, the level of cash reserve and the reasonable layout of asset structure. The stability of these fundamentals ensures that Geely has more funds and resources to invest in scientific and technological research and development, so as to maintain an advantage in the chaos of intelligent pure electric vehicles in the future.




In terms of the core concept, Geely's main direction from 2021 is "extreme experience". Geely set up a company called Jikr to focus on the ultimate experience of intelligent pure electric vehicles. This is an important part of Geely's fulfilment of its full-year targets in 2021. Geely's full-year 2021 target is to sell 1.53 million vehicles, a 16 percent year-on-year increase. It is clear that this slightly more aggressive goal will not be achieved with conventional vehicles, but only progress in the pure electric vehicle market will be key to winning the 2021 target. JKR vehicle is built based on SEA architecture, with the design and coordination of hardware layer, system layer and ecological layer in one. It will not be ready for off-line sales until the fourth quarter of 2021 at the earliest. It has spearheaded Geely's push into the pure electric car market.




Xiaomi's Internet of Things ecology and Internet technology in car building are its advantages, while Geely's solid fundamentals are its advantages. Both of them are the best dark horse players in the Warring States Period of intelligent cars. The big era of smart new energy vehicles in China has just begun.


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