The race for electric vehicles is not in the present, but in the future.

For the current stage of the Chinese market and even the international market, the market capacity of electric vehicles, especially pure electric vehicles, is still a drop in the bucket compared with traditional internal combustion engine vehicles.

Last year, the government introduced an executive order requiring car companies to launch at least 10 percent of the total number of pure electric or hybrid models on the Chinese market. But less than half of these electric or hybrid models can be sold.

This is the current situation of the pure electric market, and it is also the reason why Zhengxin wants to start the BMW brand with high-end pure electric vehicles. Because the consumption capacity of the market, the current consumers' awareness of new energy consumption and the government's construction of infrastructure such as charging piles are not enough to support the development of low-end pure electric vehicles.

But it's also a thriving market.

In the past three years, pure electric and hybrid models have grown almost by several times in the Chinese market, and have begun to spread in the land of China - especially in Beijing, Shanghai, Guangzhou and Shenzhen, which are economically developed and suffer from traffic congestion, and people's economic level, consumption power, and acceptance of new things are three high.

It is foreseeable that with the continuous maturity of technology, the continuous increase of infrastructure, and the trend of lower and lower car costs, pure electric vehicles will inevitably grow with an explosive trend one day and become a large market that is not inferior to internal combustion engine vehicles.

But in Li Fanyu's view, it is by no means now.

It should never be in the way of Ali to forcibly mature the market and realize the popularization of pure electric vehicles in the Chinese market with the path of brutal development.

is not afraid of clouds to cover his eyes, only because he is at the top. Coming to this position, he has been able to stand at a certain height and look at the problem in combination with the factors of the entire market and national conditions. From this point of view, some confusing things have become transparent.

Tranquil villa.

Li Fanyu hugged his shoulders, stretched out the white shirt with a sturdy back to a masculine silhouette, and stood in front of the huge floor-to-ceiling window, looking at the moon that had just risen outside the sky.

An Ning behind him brought the food to the table and said angrily: "Let you enter the door, you will go in a daze again." What are you thinking about, not to mention helping me serve a plate and hand me a bowl?"

"Ali. Li Fanyu turned around, glanced at the beautiful woman who was bent over, and said with a smile.

"Old Ma, this is a trick. Winter offensive, good winter offensive. At the end of the winter of 39, in order to confront the Japanese army, which had already invaded half of China, the Nationalist army launched its first large-scale active offensive offensive. Although it did not do much to recover the lost land, it consumed a large amount of the Japanese army's vital forces and strategic resources, and laid an indelible foundation for the victory of the war. The meaning of the old horse is obvious, and it seems that he is running for the right belief that he has achieved results in the market. They want to use a major offensive to disrupt the existing pattern and redistribute benefits. This wave of cashback and free is coming. ”

An Ning straightened the soup bowl and pulled over the chair and sat down.

Listening to Li Fanyu's nagging, he teased: "Didn't you say you weren't afraid of him before? The essence of business has never changed, and now it has become the anti-Ali slogan of those entity enterprises and service providers." Why do you want to break your head again now, and you have to worry about this matter? ”

Li Fanyu, who had just coaxed An Ning, smiled, and moved the bench to the opposite side of Sister An, "Don't die, bastard." Eat and eat. ”

An Ning sneered, and knocked Li Fanyu's hand that Li Fanyu stretched out to take the chopsticks, "Wash your hands,"

Thinking of the indifference to her just now, her pretty face flushed, "Phew! ”

Li Fanyu's face turned red, so he had to get up and go to the kitchen to clean his hands, and then turned back to the table. took a sip of the soup that An Ning had already given him, and then asked vaguely, "Sister, what do you think about Ali's matter?"

In the group, Anning has convened the senior management of the BMW branch to analyze Alibaba's actions. Judging from the poor information obtained so far, Ali's winter offensive is not as simple as "building an ecosystem" as Lao Ma said.

An Ning put down his chopsticks and hesitated: "The current pure electric car market is like a white picture scroll that has just started. In my opinion, whether this crowdfunding is successful or not, whether Alibaba's automobile business ecosystem can be established or not will not have a great impact on us. The key is not this. ”

"Oh?" Li Fanyu took a bite of food and said vaguely: "I would like to hear about it." ”

An Ning smiled slightly, "Have you thought about it, whether Ali's Internet of Vehicles is successful or not doesn't have much to do with us, or it doesn't have a fatal impact." Fundamentally, we are an automobile manufacturing and sales company. The question we consider should be whether the models launched by the BMW brand in the future will be impacted by the half-sell-half-give strategy of Ali and TSL, which will affect the sales of models in the future. And much more importantly others!"

An Ning casually grabbed a handful of peanuts on the table and put them on the table, and compared the area of the table: "This is the current situation of pure electric cars." For this table called the market, there is only a small handful, and it is not a dish. But as anyone knows, this is what you need to drink. If Ali's winter offensive wins a big game, then it should be a ......"

An Ning picked up the plate containing the peanuts and poured all the peanuts on the table, "That's pretty it. There are more electric vehicles on the market, and the person who eats will find a way to pack them up and match him with a plate. ”

As he spoke, An Ning put the peanuts on the plate again, "What do you think this plate is?"

Li Fanyu frowned and replied in a deep voice: "Policy, infrastructure." ”

An Ning nodded, "That's right. Whoever occupies the most market has the right to influence policies and set standards. This has certainly been felt very clearly in the last two years. From the president of the China Automobile Association, to the council members who can now influence the China Automobile Association, your confidence comes from Zhengxin's current market share.

Therefore, Ali and TSL are united, and there is a Sequoia Capital with considerable financial strength standing behind it. If there is a spring offensive after the end of the winter offensive, and then a summer offensive, it will be troublesome.

Don't look at the surface It seems that Ali can't make much money in this round, but just like the free strategy of Internet companies in the past, if they occupy a large amount of traffic and user base, they can not only make money from users, but even influence policies. At that time, it was their charge to kill pigs and sheep. Also...... The death knell for Zhengxin and other car companies that want to get involved in the electric vehicle industry. ”

Li Fanyu nodded, his eyes flashed, and a sense of crisis arose!