Chapter 889 Absolute Lead, the huge pressure brought by Huaxia car companies
When the future car S9 was released, it was one morning in the United States, and everyone was busy going to work.
However, by the time the press conference ended, after Tesla Huaxia preliminarily sorted out the information of the S9, it had already gone to eleven o'clock in the middle of the night.
Of course, it was 11 a.m. on the American side, and it was just the right time for the meeting.
As the general manager of Tesla Huaxia, Zhu Yifan is used to often holding meetings with the headquarters in the middle of the night, and this is naturally even more true at this special time today.
"Musco, everyone has seen the shape of the future S9 before, and it is definitely very competitive."
"The key is that their performance in assisted driving and intelligent cockpit is very impressive, and the configuration in all aspects is much higher than our Model S."
"The sales price in Huaxia is slightly lower than ours, with a starting price of only 699,900 yuan, which is almost 50,000 yuan lower than ours."
"In the next step, this car will be launched around the world, and the sales price will definitely be similar to that of Huaxia, and it will not be more expensive than us.
"As a result, our Model S has encountered the biggest challenge since it was launched."
Zhu Yifan was quite anxious to report the situation of S9 in the future.
At the end of the video conference, Musco's face was also relatively heavy.
Because Tesla's stock price has fallen sharply this morning, opening 5.2% lower, and falling 11.3% before the open.
Since Tesla went public, such a large decline is very rare.
Even the news that some Tesla models caught fire after the collision from time to time only made the stock price fluctuate slightly.
This kind of decline is more than double digits, which is very rare.
Capital is often the most well-informed.
When the S9 of Future Auto appeared at the Yangcheng Auto Show before, it had some impact on Tesla's side.
However, at that time, there was only the appearance, and not much information was announced, so everyone just kept a high level of attention, and they didn't know what the final impact would be.
Yesterday's S9 launch event of Future Auto was broadcast live on the Internet.
In this case, the capital with a heart naturally arranged personnel to keep an eye on S9's every move.
When the various configurations of the S9 are constantly announced, many people have bad expectations in their hearts.
Tesla's main focus is that its own cars are relatively intelligent, and its performance in autonomous driving is leading the world.
As for the configuration, it has never been their merit.
Even in order to reduce costs, as long as it is not a very necessary configuration, Musco has people cancel.
This maximizes the cost competitiveness of Tesla's models.
And relying on the ultimate performance, even if the configuration is a little worse, consumers still recognize.
Just like the Model 3 of later generations, in addition to the performance related to intelligent driving, other aspects of the configuration, any domestic electric car with a price of more than 100,000 yuan will surpass it.
But people can sell at a price of more than 200,000 yuan, and they sell much better than you.
Now that Tesla's core competitiveness is facing the challenge of S9, it is no wonder that it will have a huge impact on stock prices.
Even Musco himself is aware of this problem.
"Find a way to buy a few S9s as soon as possible and come back to confirm whether their intelligent driving performance is really as good as what was said at the press conference."
"Also L2.9, which means that they are infinitely close to the level of L3 autonomous driving."
"This kind of propaganda has an obvious style of Nanshan Automobile Group."
Tesla doesn't like to benchmark a certain model to develop its own products.
They want to be leaders in the industry and develop something unique for themselves.
But after the S9 came along, things naturally changed.
Know yourself and know your opponent, and win all battles.
Without clarifying the situation of the S9, Musco now does not know how to formulate countermeasures.
After all, the performance related to autonomous driving really can't be improved in a day or two.
This involves a complete system, and all the relevant parts need to be upgraded to achieve this.
"According to the plan announced by Future Auto, it is now in the pre-sale stage, and the first batch of S9 will not be officially delivered until the Spring Festival returns."
"However, before the Spring Festival, there should be a small batch of vehicles transported to the 4S store as a display vehicle."
"In this process, there should also be some media opportunities to participate in the S9 test ride and test drive activities."
"I will arrange for someone to follow up on this matter personally and get relevant information as soon as possible."
"However, S9 uses Nanshan Semiconductor's most advanced NS8155 intelligent cockpit chip, and the chip for autonomous driving is estimated to also use 14nm process technology, which is absolutely leading in the industry."
"In addition, the assisted driving functions of Nanshan Automobile Group's products in the past have also done well, and it is estimated that the performance of the S9 in this regard will not be worse than that of the Model S."
"It's time for companies to start thinking about upgrading the Model S."
Zhu Yifan knew that this was not what everyone wanted to hear, but he still had to say it.
If you don't upgrade, then Tesla will lose its competitiveness.
It doesn't fall down, but it's hard to be a leader in the industry.
In many cases, the first and second in the industry, although the ranking is only one place behind, the influence in all aspects is hugely different.
For example, many people may have heard the name of the gold medalist, but the silver medal is not known nine times out of ten.
For example, in the Internet industry, the first chat software is penguin, and who is the second?
Zhu Yifan hopes that Tesla can become the first in the electric vehicle industry.
However, this goal is not so easy to achieve.
"Zhu, we have organized personnel to develop a new generation of autonomous driving chips, and like Nanshan Semiconductor, it is based on the 14nm process."
"It is expected that the development will be completed in another three months, and then contact chip foundries such as Samsung or TSMC."
"At that time, their 14-nanometer chip production line should also be about to be put into production, just in time for us to OEM."
"But even at this rate, our new generation of chips will be officially installed and used, and it is estimated that it will be until the end of this year or the first half of next year."
Max, as the head of research and development at Tesla, is also under a lot of pressure at this time.
Unlike other car companies, Tesla has many core components that are developed by itself.
Some parts, even if they are purchased at the beginning, have to be developed by themselves.
For example, some core chips, as well as key parts of electric vehicles such as motors and electronic controls.
Even the batteries are jointly developed by a joint venture between Tesla and Panasonic.
This approach of mastering the technology of core components in their own hands can naturally better promote the development of the whole vehicle, but the pressure on research and development is also relatively large.
"It can be used at the end of this year, which is already relatively fast."
"However, what I am worried about is that after the mass production of Nanshan Semiconductor's NS8155, many electric vehicle companies in Huaxia will begin to consider using it."
"At that time, not only will we not be the first electric vehicle company to use 14nm process chip technology, but we may not even have anything to do with the third or fourth."
Zhu Yifan's words directly silenced a group of people.
Although this situation is not something that everyone wants, it is very likely to happen.
Even according to what they learned, BMW and Volkswagen are considering using the latest generation of chips such as Nanshan Semiconductor's NS8155.
As for those electric vehicle companies in Huaxia, there are even more actions.
Even if it is the assisted driving function that people finally come up with, the actual experience is not as good as Tesla, but it can't stand up to the advantages of others' publicity.
After all, the computing power is over there, and you have to say that if your computing power is low, the performance is better than others.
This possibility is not impossible, but it is obviously relatively difficult for consumers to believe it.
This point, whether it is Zhu Yifan, Max, or Musco, they are all relatively clear.
"Our Model X will be launched soon, and the new Model 3 is in development."
"At that time, we can rely on the performance of comparative advantages and the continuous reduction of product prices to achieve a comprehensive balance."
"At least in the American market, we can play that way."
"As for the Chinese market, even General Motors and Ford have been driven out, and we are already struggling to develop there, and I think we can give up for the time being if the situation does not ease."
Max broke the silence of the meeting.
The American market is Tesla's basic market, and the sales volume in China is basically negligible now.
When I first entered, there were still a few hundred units sold in a month.
However, since the United States comprehensively suppressed Nanshan enterprises, not only the sales of GM and Changan Ford have plummeted, but Tesla's sales have also dropped sharply.
Today, Tesla's flagship store in the magic capital may not be able to sell a car in a day.
It can be said that this store is more of a showroom than a sales store.
In this case, it is not unacceptable to temporarily abandon the Chinese market.
Naturally, Musco is aware of this.
But it certainly wasn't right for him to bring it up.
Until there is no better way, this is clearly a practically acceptable option.
And he hopes that the relevant capital will also recognize this.
The emergence of the future car S9 will not have a particularly big impact on Tesla's basic disk.
After all, there is no way to sell the products of the future car in the United States.
In the end, this report ended a little anticlimactic.
And Tesla is obviously not the only one who is worried about the listing of the S9.
"He Ling, Cao always hopes to build the future S9 into a popular model, and all aspects of publicity must be done well."
"There is a part of the advertorial Future Auto that has already helped us prepare, just release it step by step."
"But these propaganda work is not just done in these two days, it needs to be regarded as a continuous work, and it needs to be promoted as the most important task in the next six months."
Yu Yu's consciousness is still very high, and she naturally went to participate in the new car launch event of Future Auto today.
even took the opportunity to communicate with Cao Yang.
Although the press conference is over, Yu Yu is returning to Autohome with the team, ready to work all night.
On the one hand, they want to publish all kinds of news as quickly as possible, and on the other hand, they want to control public opinion and comments on the Internet.
Once there is content that is unfavorable to the future S9, it can be dealt with as quickly as possible.
The S9 just hit the market this evening, and tonight's news is sure to be the most chaotic in comparison.
This is also the time when it is most likely to go wrong.
Yu Yu is very aware of the status of this car in Cao Yang's heart, and naturally he doesn't want it to have any problems.
"Mr. Yu, all the publicity work is now being carried out as planned."
"The advantages of the S9 are so obvious, and the price is also very sincere."
"Although it is impossible to become the sales champion of cars, there is absolutely no problem in becoming the sales champion of mid-to-high-end electric vehicles."
"Especially after a month later, after the S9 was launched in Europe, the Middle East, Southeast Asia and other countries, the sales volume is even more worth looking forward to."
He Ling is definitely full of confidence in S9 now.
Produced by Nanshan, it must be a high-quality product.
For so many years, this sentence has not yet become invalid.
The S9 is a model designed by Cao Yang himself, with a stunning appearance that makes it impossible to find fault.
The various configurations of the family are benchmarked against top luxury sedans such as Mercedes-Benz S and BMW 7 Series, which are almost all-round leading.
What others have, I have.
What I have, others don't necessarily have.
If the average car company does this, it may not be able to bring any threat to Mercedes-Benz and BMW.
But the future car is different, and Nanshan Automobile Group is different.
People's model products are originally high-end routes, and have been recognized by the majority of consumers.
In this case, the emergence of S9 will definitely have a relatively large impact on the luxury car market.
"If there are no accidents, it will be so."
"However, since Mr. Cao has positioned the S9 as a popular model of future cars, it is to be promoted as a business card."
"Then we have to avoid any possible accidents as much as possible."
"At the same time, we must also fully identify the behavior of some car companies to rub hot spots."
"Any article that damages the image of S9 should be minimized to the greatest extent possible."
"In this regard, we have also launched a joint operation with Weibo, and everyone will fight a cooperation battle together."
Although it was late at night, Yu Yu was not sleepy at all.
These Internet practitioners are used to going to work in the middle of the night.
Although it is not necessary to roll like that every day, it is relatively normal to stay up all night every other day.
With the efforts of Autohome, Future Auto, Weibo and other companies, the popularity of S9 will inevitably remain high in the future.
Anyone who opens the Internet can more or less see articles related to the future S9.
There are also many related discussions in each penguin colony.
It will be out of the circle when it is listed, and the future S9 has already done it.
"McTee, do you think the S9 will have an impact on the sales of our 7 Series after the launch of the future car?"
The whole network is the news of the future S9, and Aimoha is not blind, so he naturally knows about this situation.
In the North American market, sales of the Tesla Model S, which is benchmarked against the BMW 7 Series and Mercedes-Benz S-Class, have risen.
Various media outlets have reported that the Model S has surpassed the BMW 7 Series and Mercedes-Benz S-Class in sales.
In particular, the capital-controlled media that have invested in Tesla have spared no effort to promote Tesla.
This is also an important reason why Tesla's stock has been able to continue to rise last year.
Now the Chinese market is facing a similar situation, and to say that Aimoha is not worried at all is definitely false.
Although the change in sales of the BMW 7 Series does not have much impact on the overall market share of BMW Huaxia, this is BMW's flagship model and represents the face of BMW.
Being pressed to the ground so quickly and rubbed against it was clearly not what Amoha wanted to see.
"I don't think there's any need to worry about it, the Chinese market is still different from the American market."
"The consumers who buy from us are generally successful business people."
"The performance of the S9 in the future is very outstanding, but after all, it is an electric car."
"In China, there is no atmosphere of driving electric vehicles on the high-end business situation."
"So even if the performance of the S9 in the future is outstanding, and the configuration in all aspects is very good, I think it is more to attract some rich young people to buy."
"After all, these consumers like to try new technologies and are not as loyal to traditional luxury brands."
As the sales director of BMW Huaxia, McTee has a high level of understanding of Chinese consumers.
For so many years, McTi's position has not moved, which is also why BMW hopes to be able to deepen the Chinese market and does not want to bring unfavorable situations to sales after personnel changes.
And McTee is used to life in Huaxia, and he has no opinion on being in Huaxia all the time.
Even he himself expressed on different occasions that he wanted to work in Huaxia until retirement.
"It's good that there is no impact, otherwise there is now overwhelming news about the S9, and I am really worried that the sales of the 7 Series will decline significantly."
Aymoha breathed a sigh of relief.
The relationship between BMW Huaxia and Nanshan Automobile Group is getting closer and closer, and he definitely does not want the competition between the two to become more intense.
This will affect the next step of cooperation between the two sides, which is not what Aimoha wants to see.
In the Huaxia automobile market, if you want to mix well, you can't have too bad a relationship with Nanshan Automobile Group.
Aymoha has already experienced this.
"Huaxia's luxury car market is constantly increasing, and the S9 is seizing more of the new market."
"But in the European market, I think it's going to be a bit more interesting."
"The S9 will definitely take the market from the Tesla Model S, and Tesla has always wanted to step on our 7 Series to go up, and now someone has finally stepped up to clean them up."
McTee doesn't have any affection for Tesla.
In the past, when Tesla produced sports cars, it had no influence in the industry, and everyone should not be the same thing.
However, after the Model S was launched, in order to continue to reflect its sense of luxury, Tesla adopted the plan of touching the BMW 7 Series and Mercedes-Benz S-Class.
Thanks to some special advantages of the electric car itself, the BMW 7 Series is definitely inferior to others in terms of acceleration performance and automatic driving performance of 100 kilometers.
So Tesla is desperately trying to promote these things.
However, some consumers in the United States are really willing to believe these claims.
So the sales of the Model S in the United States in the past year are very good.
They also began to officially enter the global market last year, and are ready to make a big splash in Europe and China.
However, the Huaxia market has undergone major changes since October last year, and it is estimated that Tesla wants Huaxia to make a big difference, which is unlikely.
Then the European market has become Tesla's most important market besides North America.
The emergence of S9 in the future will definitely bring huge pressure to Tesla in the European market.
Both McTee and Amoha are more certain of this.
……
"Mr. Cao, at present, our large order has exceeded 20,000 vehicles, and everything is a few points better than we imagined."
"I guess whether it's Tesla, Mercedes-Benz, BMW, or Porsche and Bentley, they're going to be nervous."
The next morning, after Zeng Tingting returned to the office, she immediately confirmed the latest reservation, and then immediately went to report the good news to Cao Yang.
Yesterday's future S9 listing event was undoubtedly very successful.
The performance and configuration in all aspects are comprehensively leading, which has brought great pressure to many car companies.
Although this is a high-end luxury sedan, it does not have much competition with many mainstream car companies.
But everyone still felt the chill.
When consumers buy a car, they will make all kinds of comparisons.
It is also assisted driving, and if the gap between your function and others is too large, it is easy to be disliked.
As for the problem of various screens in the car, everyone has had a similar situation before, and consumers may just pinch their noses and admit it.
Now that there are products that can do it without stuck, this problem is immediately magnified.
Other cases are similar.
"Since we want to build the S9 as a popular model, it will inevitably be studied by many car companies under a magnifying glass."
"Although sales are very important, there must be no problems in terms of quality, otherwise it is easy to play a big backlash."
Cao Yang didn't want to be happy and sad.
Although the quality of Nanshan Automobile Group's products has always been very good.
But after all, electric vehicles use more new technologies.
As long as it is a new technology, there will naturally be a relatively high probability of some problems.
There is almost no way to avoid this completely.
It's not that Cao Yang can't accept any problems, but he doesn't want a problem to become a big problem that restricts the development of S9.
Zeng Tingting is also very clear about this.
"In order to ensure quality, even if there is a large backlog of orders in our hands, our production capacity ramp-up in the early stage of mass production is relatively slow."
"In order to allow workers to have enough time to familiarize themselves with the various installation processes, so that the workers who supply parts can slowly adapt to the production rhythm."
"Our quality staff will also conduct a full range of quality checks on the S9 at the early stage of mass production to ensure that the products delivered to consumers are without problems."
Quality problems, even if Cao Yang does not remind them, Zeng Tingting also attaches great importance to them.
Now that Cao Yang specifically mentioned this topic, he will pay more attention to it.
The reputation of Huaxia's own brand, why wasn't it so good in the past?
After so many years of change, it can be regarded as slowly catching up.
The main reason is quality!
In the case that everyone's quality is not a problem, the quality may not be a very critical influencing factor.
But when everyone's quality level is relatively different, it is very bad.
"A quality problem may only be 1% or 1 in 1,000 defects for us, but it is 100% defects for consumers."
"You should communicate with Mr. Rao in this regard, don't be caught."
In the future, the S9 will be ahead of the entire industry in terms of performance and technology, which is definitely a very hated thing.
Most car companies are estimated not to dare to deliberately engage in the future S9 in the Chinese market, but if S9 is not competitive on its own, the situation will be completely different.
The horse stumbles, and this can't happen in the car of the future.
(End of chapter)