The Zhiji car made by SAIC and Ali is coming: the road I want to take is the routine of Tesla and Weilai.

Author Wang He

Editor Da Wet Brother

January 13th is an ordinary day, no different from usual. But for the automobile industry, it is not ordinary.

The grievances in this ordinary day usually start in the morning.

Li Shufu and Guo Taiming have joined hands, and Geely Holding Group Co., Ltd. and Foxconn Technology Group will set up a joint venture to provide OEM production and customized consulting services for global automobile and travel enterprises.

less than two months after its establishment on November 27th, last year, Zhiji Automobile released the high-end intelligent pure electric vehicle brand -IM Zhiji in Shanghai, China, CES in Las Vegas, USA and London, UK, and launched two mass-produced cars in the world.

Zhiji Automobile defines the mid-to high-end market of new energy vehicles. The two new cars are cars and SUVs. Car models will be unveiled at the Shanghai Auto Show in April, and reservations will be accepted. SUV models will be launched in 222.

whether this day is January 13th or not, these two things will inevitably happen. However, they chose the same day. Perhaps this is destiny takes a hand.

The sword refers to Tesla

. Just four days ago, on January 9th, at the 22 Weilai Day in Chengdu, the first self-driving model and intelligent electric flagship car ET7 of Weilai Automobile was officially released.

By comparison, it is found that Zhiji sedan and Weilai ET7, which have similar release time, have similar results in terms of power battery and automatic driving.

In 221, the cruising range of 1, kilometers seems to be the standard of electric vehicles, and both IM Zhiji and Weilai ET7 are undoubtedly equipped with "big batteries".

IM Zhiji Automobile will be equipped with 93kWh and 115kWh silicon-doped lithium battery as standard, which has a single energy density of 3wh/kg and the highest safety level of never spontaneous combustion. Relying on this battery, Zhiji Automobile can support a maximum battery life of nearly 1km within the full architecture bandwidth, and achieve a zero attenuation performance of 2, km.

ET7 is equipped with the newly released 15kWh battery pack, and the cruising range of NEDC can also reach 1km. The battery pack adopts advanced mass production solid-state battery technology, including three technological innovations: in-situ curing solid-liquid electrolyte, inorganic pre-lithiated silicon-carbon negative electrode and nano-coated ultra-high nickel positive electrode. It has achieved an ultra-high energy density of 36Wh/kg, and all Weilai models can be upgraded.

In fact, there is no essential difference between the lithium-doped technology introduced by Zhiji Automobile and the inorganic pre-lithiated carbon silicon anode used in Weilai solid-state battery. Weilai solid-state battery technology also includes "silicon" and "lithium" battery core technology. The two technologies are to increase the content of silicon in the negative electrode and increase the content of lithium at the same time, so as to make up for the increase of lithium loss in the battery during charging and discharging due to the increase of silicon content.

In the future, silicon-doped lithium supplement technology is expected to become the standard of lithium battery technology. Qi Ding, an analyst at Essence Securities, pointed out in the research report that the application of Weilai's "semi-solid electrolyte" will strengthen the application trend of pre-lithiation of silicon-carbon negative electrodes and even metal lithium negative electrodes, as well as the trend of high nickel. Li Weifeng, an analyst at Everbright Securities, also believes that ultra-high nickel ternary materials+silicon-carbon cathode will become the mainstream direction of lithium batteries in the future.

Many institutions and people in the industry have speculated that Tesla will launch "pre-lithiation" technology and "carbon-silicon anode", and Zhiji and Weilai have started a comprehensive benchmarking with Tesla in battery technology.

In terms of automatic driving configuration, IM Zhiji Automobile is accelerating the realization of Door to Door Pilot based on the expandable IPD intelligent driving domain control center supporting multiple Orin chips (5-1Tops), the vision-based perception system compatible with laser radar, and the fully redundant architecture scheme of the whole vehicle, and its computing power is three to seven times that of Tesla FSD.

the new et7 car is equipped with the latest automatic driving technology NAD(NIO Autonomous Driving) from weilai. Based on NIO Aquila Weilai extrasensory system, NIO Adam Weilai supercomputing platform and other black technologies. Among them, Weilai extrasensory system Aquila is equipped with 33 high-performance sensing hardware, including 11 8-megapixel high-definition cameras and 1 ultra-long-range high-precision lidar.

Adam, the Weilai supercomputing platform, is equipped with four NVIDIA NVIDIA Drive Orin chips, and its computing power is as high as 116TOPS, making it the most powerful mass-produced mobile computing platform so far. Weilai said that this data is seven times that of Tesla's FSD.

Coincidentally, the previous Batten K-Byte concept car also incorporated new elements of autonomous driving such as lidar. The roof is equipped with BYTON LiBow bow lidar system, which integrates forward-looking and backward-looking lidar, and can scan the surrounding environment of the vehicle without dead angle.

The computing power of the self-driving chip surpasses that of Tesla, and the battery technology takes the lead. It can be predicted that in the battle for hegemony of electric vehicles at the beginning of 221, the swords of Zhiji and Weilai have pointed directly at Tesla.

Take the road of Tesla

If you want to defeat a person, you must first become that person. Weilai's car-making model is exactly the same as Tesla's, and Zhiji is following it.

it is different from traditional car-making enterprises that rely on dealers such as 4S shops to sell cars. Tesla dared to subvert the marketing model of traditional cars and inspired the world with Internet thinking.

Musk once said: "Tesla's direct network operation is to ensure that all customers have the best experience of the whole chain from the beginning to the end. Investors want to sell higher in China. Many car manufacturers do this, but I don't think we can deceive consumers. "

Take Model S 85 as an example. Before it went public in the mainland, the industry predicted that its price would be at least 1.5 million yuan. However, after the official selling price of 734, yuan was announced, it surprised everyone. The American selling price, transportation and handling fees, customs duties and value-added tax fees were fair and transparent, and it was precisely because of the direct sales model that the high profits of domestic distributors were saved.

Li Bin once shared his experience of buying ModelS, and he was very moved by two things: first, the price was unified and transparent, and it was simple and direct without bargaining; Second, you can choose colors and configurations according to your own needs, and all links can be realized online, which is no essential difference from Taobao. In the traditional mode, it is impossible to achieve these two points.

Therefore, Li Bin, who is well versed in direct marketing and distribution mode, naturally takes direct marketing as the basis of Weilai's business model. Its sales model is similar to Tesla's, and it is self-built whether online or offline. The sales function basically depends on online channels, and offline is more about brand display and user experience.

as for Zhiji Automobile, which was born out of SAIC, its channel network construction is not close to that of SAIC. Instead, it adopts the direct sales mode of a new car-making force, and will set up city exhibition halls in various cities, which can be called a new car-making force born out of its own brand.

in addition, support from the government is particularly important for the new forces to build cars.

As early as the beginning of 219, when Tesla started to invest in the Shanghai factory, it had obtained loan agreements from the local government many times. Tesla's settlement in Shanghai also caused Weilai and Shanghai to drift away and eventually "hold hands" with Hefei.

Previously, Weilai was in a precarious situation, burning money faster than financing. In April, 22, Weilai and Hefei reached an agreement on the entry of Weilai's headquarters in China, and gained an investment of 7 billion yuan, which made Weilai an enterprise with a local state-owned background and also "renewed its life" for Weilai.

in 22, the new energy vehicle sector continued to be sought after by the capital market, and the market value of Tesla exceeded 5 billion dollars, a record high. Weilai's market value also exceeded $35 billion, sweeping away the haze of delisting.

It has to be said that Wei Lai's following route is successful, while Zhiji is following Wei Lai and Tesla.

As one of the investors of Zhiji Automobile, Pudong New Area provides the necessary industrial chain resources for building high-end electric vehicles.

Since Tesla set up a factory in 218 and mass-produced, Pudong New Area has been committed to building a supporting industry for the core components of Sanpower. Companies covering anode and cathode materials, separators, supercapacitors, fuel cells and other fields have emerged, such as Shanshan Technology and ZTE Paineng. The combination of automotive electronics and Huayu automotive electric system will provide a stable motor supply for Zhiji automobile. Lianchuang Electronics covers important electronic control technologies such as electric power steering control and electronic control of new energy vehicles.

with the direct marketing mode, government support and empowerment of SAIC and Ali, Zhiji Automobile will be in an invincible position in the elimination of new forces in car-making in the future.

written in the last

intelligent age, what should the car look like?

"self-reliance" is the brand proposition of IM Zhiji Automobile. Only by solving the pain point of automatic driving and relieving users' anxiety about cruising range can we define what an intelligent auto time should look like and become the implementer of travel change in the intelligent era.