At the moment, 2024 is drawing to a close.
What is more magical is that the whole market seems to be booming, sales data have repeatedly reached new highs with the help of many good things, and the enthusiasm of end consumers to buy cars is still being constantly stimulated, but from the point of view of most mainframe factories, what they hear is a lot of complaints, complaints, and even survival has become a problem.
In short, there is an increasingly sharp and ironic contrast between the brilliance of the surface and the cold and warm self-knowledge behind it.
It is no exaggeration to say that we are at the most critical crossroads.
For all the participants who remain at the card table, the future depends on their own twists and turns and choices.
I sincerely and deeply agree with this.
As for what is the moat?.
In the following space, I would like to talk about the above three parts respectively.
The first is the scale effect of BYD.
Just this past November, the sales of the “Devil King” once again passed the 500000 mark.
According to the current situation, it will continue to exceed 500000 in December, but it is destined to reach more than 4.
23 million in the whole year.
In other words, this year’s BYD is about to climb another mountain that was once prohibitive with a bright report card.
Well, what about next year?.
Looking back, why did its helmsman Wang Chuanfu dare to say that: “this is the era of fast fish eating slow fish, not an era in which big fish eat small fish.
If a car company does not rush up in the next 3-5 years, it will have no chance at all.
And in the next 3-5 years, China’s auto market as a whole or different segments, will continue to fight a price war. “.The second is the intelligence of Huawei.
For this part, I just want to give an example.
The new Lantu dreamer, after carrying Huawei smart car ADS 3.
0 and Hongmeng cockpit, quickly changed from the tepid of the old model to breaking through the tight encirclement directly, and even more than 2000 cars were in danger this week, with a posture of a high-end MPV market disruptor.
Although Huawei is not entirely responsible for the increase in sales, it seems to me to have accounted for a large part of the reason.
After all, with the development of the industry, the weight of mature intelligent experience in the selection process of car buyers is still increasing.
The explosion of the new Lantu dreamer seems to have stimulated many hesitant onlookers.
No matter how hard he used to be, he still had to choose to give the “soul” to Huawei in the end.
Oh, nothing else, just because it smells good.
And the manpower, material resources and financial resources invested in intelligence are also incomparable to other mainframe factories.
Through various means of crazy brainwashing, Huawei completely occupies a dominant position in China’s auto market.
And as time goes by, Huawei’s weight is still increasing.
In addition, there is Xiaomi’s marketing.
At the moment, I would also like to give it to the fellow automakers present.
In the end, Xiaomi SU7 occupied all the time, geography and people.
In an instant, news about it was everywhere on major social platforms, even exaggerated to the point where it was a hot search on Weibo.
Why is it announced so early? We hope that the YU7 test car can remove the heavy camouflage as soon as possible, which will help us to do more comprehensive and detailed long-term large-scale testing to ensure product quality and make better products.
” Between the lines, it reveals that the rhythm of Xiaomi YU7 will not be very fast.
A day later, it was called by the outside world.
After huge controversy, Lei Jun came off the stage to clarify again: “Many people ask how to read YU7? Just read Y-U-7 directly.
When it is released, we will explain in detail why it is named this way.
“, The seemingly casual answer filled the suspense.
As a bystander, I can’t help but sigh: “For Xiaomi Automobile and the entire team, what a blessing it is to have such a boss who understands marketing and is willing to do it himself.
Especially in an era when products are becoming more and more homogeneous, it is often easy to sell cars who will shout.
“, This very hidden “moat” is often difficult to replicate.
For other OEMs, maybe you can follow suit and imitate Lei Jun’s operations, but you will never learn the essence behind it.
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