China’s new energy automobile industry has reached a key inflection point of far-reaching significance.
In the current wave of change that profoundly affects the pattern of the global automobile industry, Chinese new energy car companies, which were often regarded as emerging forces in the past, are relying on the advantage of differentiation, steadily eroding the market share occupied by foreign well-known brands such as Tesla for a long time.
, 
, which clearly reflects that China’s new energy vehicle industry is standing at a historic crossroads, at a critical turning point.
Under the background of policy support, the strong drive of market demand and technological innovation, Chinese brands are rising rapidly with a strong momentum of development, profoundly reshaping the existing competition pattern within the industry.
An omni-directional struggle over technology, market and brand influence is taking place fiercely, and Chinese new energy car companies have already occupied an extremely favorable position in the new track race of the global automobile industry.
Chinese brands seize the “blue ocean”, while foreign brands gradually lose their “oasis”.
In 2024, China’s new energy vehicle market is staging a “struggle between the dragon and the tiger”.
Local brands, such as Weilai and ideal, are catching up with foreign brands Tesla.
Chinese brands occupy the top 11 of the top 13 models that Model 3 users choose to change cars, according to a set of data.
Among the top 13 models that Model Y users choose to change cars, Chinese brands occupy the top 10.
By contrast, luxury brands such as BMW iX3 and Mercedes-Benz EQC have relatively limited attractiveness, and most of the few luxury brands on the list appear in the image of traditional fuel cars, such as Lexus ES (parameters | inquiry), Mercedes-Benz E-Class, and so on.
, , from the reflection of data into reality, the author believes that several subtle changes are taking place in the competition pattern of the industry: the “siege” of Chinese brands has achieved initial results, while the “moat” of foreign brands is facing challenges.
First, Chinese brands are rapidly occupying the new energy vehicle market with their excellent product power and localization advantages.
Among Tesla’s top brands, some have a range of nearly thousands of kilometers, some have a 0-100km/h acceleration of less than 4 seconds, and some offer unique power exchange services.
These differentiated product advantages are accurately prying the hearts of Tesla users.
In the experience-driven era, the product strength of hardcore is becoming the magic weapon of Chinese brands.
Second, although Tesla still occupies a leading position in the market, its user loyalty is facing challenges.
On the one hand, the homogenization of Tesla models is becoming more and more obvious, and the innovation is weak.
On the other hand, when the time comes to 2024, some of Tesla’s data indicators are not dominant in comparing Chinese brands.
Under the double pressure of being disadvantageous to the standard and declining reputation, Tesla’s user loyalty is quietly loosening.
How to reshape the brand with innovation in the future is a difficult problem that Tesla urgently needs to solve.
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, Tesla Model 3, third, the phenomenon that some foreign brands are not satisfied with local water and soil in China is further highlighted.
For now, the performance of German luxury brand electric cars is mediocre.
In contrast, Weilai, ideal and other domestic brands often have a delivery volume of more than ten thousand a month, this gap is not small.
The reason is that foreign brands often have shortcomings in technical route, localization adaptation and so on.
The inadaptability to the “Chinese style” is restricting its market performance.
Through the mirror of user flow to data, we can get a glimpse into the tip of the iceberg of changes in the industry.
In the competition of new energy vehicles, Chinese brands are using the sharp sword of innovative technology, extreme experience and precise insight to pry the moat of the head players.
On the contrary, foreign brands are facing challenges from many aspects, such as product strength, brand strength, operation power and so on.
, in the future, whoever can adapt to the market with constant innovation and change will become the master of this Red Sea.
The bugle of market competition has been sounded, the outcome is uncertain, and the situation is still changing.
The innovation gene and differentiation advantage pry the industry pattern, and the rise of Chinese new energy vehicle brand in the market competition is the result of the interweaving of technological innovation and industrial ecology.
In terms of technology alone, from batteries, motors and electronic controls to intelligent driving and car networking, Chinese companies are catching up with the world’s forefront with unprecedented momentum.
Looking at the overall situation, a new energy vehicle ecology, which is jointly built by mainframe factories, battery suppliers, infrastructure builders, Internet enterprises, and so on, is taking shape rapidly in China.
From the author’s point of view, the breakthrough of battery technology is the fundamental force driving the change of the industry.
As the “heart” of the new energy vehicle, the energy density, safety and cycle life of the battery directly determine the performance of the whole vehicle.
In this field, Chinese enterprises represented by CATL and BYD have stepped into the forefront of the world.
Take the CATL CTP 3.
0 battery pack scheme as an example, its energy density has reached the industry-leading level of 255Wh/kg, which provides a solid technical support for improving vehicle life, reducing costs and enhancing cost-effective advantages.
, at the same time, smart driving, as a transformative force to reshape the attributes of cars, has also become the focus of competition among Chinese car companies.
With the first-mover advantages of data accumulation and algorithm optimization, the self-driving platform independently developed by domestic car companies has accumulated a great deal of experience under complex road conditions, which has laid the foundation for the industrialization of intelligent driving.
In the future, whoever can take the lead in the intelligent and networked new track will be able to take the initiative in the market.
In my opinion, the layout and breakthroughs of Chinese brands in these frontier areas are the key driving forces for their overtaking in corners.
China also shows unique advantages in the ecological construction of new energy automobile industry.
With the development of new energy vehicle industry, a huge industrial ecology covering vehicle manufacturing, battery supply, rechargeable power network, vehicle networking service and other links is taking shape at an accelerated pace.
New car-building forces such as Wei Xiaoli are the important components and promoters of this ecology.
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, take Weilai as an example, it not only creates a precedent in the power exchange mode, but also unites the upstream and downstream partners of the industrial chain, actively laying out new fields such as smart driving and energy interconnection.
This open and collaborative ecological concept is planting wings for the take-off of China’s new energy vehicle industry.
In this sense, the rise of Chinese brands in the field of new energy benefits not only from the breakthroughs in underlying technologies such as batteries and smart driving, but also from the prosperity and development of the entire industrial ecology.
An overview of the overall situation, with China in new energy, intelligenceWith the continuous breakthroughs in the field of cutting-edge technology, such as Internet, and with the increasing improvement of the collaborative innovation mechanism of “politics, industry, learning, research and application”, a new energy vehicle ecology with all-element and multi-agent participation is taking shape rapidly in China.
As an important participant in industrial ecology, Chinese brands such as Ulai and ideal not only benefit from the prosperity of this ecology, but also promote the evolution of ecology with their own innovation practice.
How will Chinese brands “outsmart” new energy vehicles in the next decade? Looking forward to the next ten years, the author believes that the new energy vehicle industry will show three major lines of development: rapid energy supply, perfect ecosystem and high-quality service.
First of all, rapid energy replenishment will undoubtedly be the top priority of future development.
Throughout the industry, no user thinks that the charging speed is too fast.
From the current path of technological innovation, the development of ultra-fast charging technology and the improvement of charging station infrastructure will make the charging process more convenient and efficient, and significantly improve the user experience.
In this dimension, the contribution of Xilai Motor can not be ignored.
Weilai is not only a continuous innovation in battery technology, but also a forerunner and leader in power exchange technology.
Up to now, 2800 power stations have been built, and users have changed electricity more than 60 million times.
This data strongly confirms the great potential of the power exchange mode in terms of rapid energy replenishment.
Power replacement technology combined with 800V ultra-fast charging technology is reshaping people’s understanding of the convenience of electric vehicles and bringing a new energy replenishment experience for users.
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, secondly, to create a sound ecosystem, will become a must-answer for all major car companies.
Looking at the overall situation, the ecology of the new energy automobile industry is undergoing a profound paradigm transformation: from the traditional “chain relationship” to the “network ecology” with the participation of multi-fields and multi-agents.
This means that automotive, energy, transportation and other industries will integrate across borders, empower each other, and eventually form a new industrial pattern of mutually beneficial symbiosis.
Under this trend, the ecological layout of Weilai is quite referential to the industry.
On the one hand, through NIO Life and other projects, Weilai has expanded the extension of its business ecology and extended its tentacles to lifestyle areas outside of travel.
on the other hand, Clean Parks and other projects have demonstrated its social responsibility and mission in promoting the construction of clean energy ecology.
At the same time, Weilai has also reached strategic cooperation with technology giants such as Tencent to create a hybrid cloud infrastructure for intelligent driving, further expanding its digital ecological landscape.
From my perspective, Weilai is actively integrating and driving the development process of intelligent travel ecology with an open and pragmatic attitude.
Finally, the author firmly believes that high-quality service will become one of the core competitiveness in the future.
With the deepening of market education and the upgrading of consumer awareness, people’s requirements for new energy vehicles are no longer limited to the product level, and pay more attention to service quality and user experience.
Summed up in one sentence, is to let users “open comfortable, use rest assured”.
, in this respect, through exclusive service, social activities, co-creation mechanism and other multi-dimensional service innovation, is redefining the relationship between automobile enterprises and users, so that service has become an organic component of brand strategy.
This is by no means a short-lived marketing gimmick, but a concentrated embodiment of the service concept with users as the center and experience as the core.
With the deepening of the trend of intelligent and personalized products, brands that can have this “soft power” will undoubtedly play a more and more important role in the future market competition.
Through the appearance of the data and looking at the current situation from the perspective of industrial change, we can clearly see the future picture of the new energy vehicle industry.
In my opinion, the future belongs to those Chinese brands that dare to innovate, are good at insight and committed to service.
They represent the new force of China’s automobile industry, and are writing a new chapter in the development of the industry with the trend of prosperity.
Standing at the crossroads of history, the coming journey of the era of intelligent travel.
Let’s wait and see and witness the extraordinary changes of Chinese car brands from catching up to taking the lead.
(Wen / Dong er, industry commentator of Automobile House), 
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