The wind of China’s new energy automobile market is still going on, and even the big Internet companies have entered the workshop-Baidu wants to build an "automobile robot", Tencent wants to be a car-enterprise connector, Huawei, who keeps saying that it won’t build a car, has handed over the world, and Ali has cooperated with SAIC to make a wise man.
However, before Wuling Hongguang MINI EV, the wave of new energy vehicles rarely covered the vast third-and fourth-tier township markets.Residents there rely on a transitional product-"Old Man Le" to travel through the countryside.
Today, Cube Knowledge Manufacturing Bureau deeply investigated the "old man’s music" in transition, and restored their life-and-death struggle under the attack of policy surprise and car companies’ dimensionality reduction.
In March 2016, a classic British car with an original price of less than 200 pounds was sold at a premium of 60,000 times in Sotheby’s., enough to buy a Porsche 911.
Bidding for the Pierre P50, which has another title: the world’s most pocket-sized car.
P50 is a three-wheeled car. The tires are only the size of doughnuts, and the height and width of the car body are about 1m, which is almost half of that of Wuling Hongguang MINIEV. It can accommodate an adult driver and a shopping bag, with a top speed of 45km/h..
The P50 doesn’t have a reverse gear, and the weight of the car is just over 100 kilograms. The owner can drag the P50 like a big piece of luggage.
A means of transportation like P50, whose price and body are smaller than ordinary cars and whose speed is lower than 70km/h, is called "ATV" in France. If lead-acid battery and electric system are used, it will become the "old man’s joy" known to China netizens-low-speed electric vehicle.
In China, once this kind of "car" with a price of less than 20,000 yuan "didn’t need a driver’s license, license and insurance".You can buy food and pick up the baby by driving directly on the road.
It’s a magical story in Europe and America to have a try and break three wheels and become a luxury car. Spell a spell, "Old Man Le" joined the regular army, which is the current story of China.
Since March last year, the Ministry of Industry and Information Technology has listed "Old Man Le" as the management standard of miniature pure electric vehicles for the first time.The new regulations have been implemented since September last year.
Number of seats: 4 or less.
Maximum speed: less than 70km/h
Body size: the length should be no more than 3.5m, the width should be no more than 1.5m, the height should be no more than 1.7m, and the curb weight of the whole vehicle should not exceed 750kg.
Battery: Only Ferrous lithium phosphate or ternary lithium battery can be used.
Energy density: not less than 70Wh/kg
This national policy is the general manager, and local governments have issued corresponding management regulations, which vary from place to place-
For example, Beijing:
Beijing banned the sale of old people’s music. From January 1, 2024, "old people’s music" had to drive on the road and could not be parked in public places.
Another example is Liaocheng, Shandong:
Since last year, there have been 44,000 traffic violations of "Old Man Le" in Liaocheng. During this summer vacationLiaocheng concentrated on rectifying the "Old Man Music", strictly checking the roads in the no-go area where the old man was happy, implementing stepped punishment, and seizing and collecting according to law.
In this way, the old man and the "old man music" enterprises are not happy."Old Man Le" needs a driver’s license, a license and risks on the road.
The low-price advantage of "Lao Toule" car companies is gone. Originally, Lao Toule could sell for 20,000 yuan or less, mainly using lead-acid batteries which are 6,000-7,000 yuan cheaper than lithium batteries and have great environmental pollution.Now that the cost has gone up, the attraction to rural users has also declined.
To put it bluntly, the impact of the new regulations on low-end capacity enterprises in China’s automobile industry is"Upgrade a batch, standardize a batch, and eliminate a batch".
One year after the new regulations, today, the Cube Knowledge Manufacturing Bureau conducted an in-depth investigation of the disappearing "Old Man Le" enterprises through interviews with senior people in the industry, and 90% of them have become floating foam in the Red Sea in the vast rural areas.
The remaining enterprises have little time left-
Laodule enterprises such as Reading, Yujie and Jimai have been transformed into A00-class new energy automobile manufacturers, and they have entered the same river and lake as Wuling Hongguang MINI EV, but they have not sold more than 10,000 vehicles per month, so it is difficult to produce them on a large scale.
Today, the rivers and lakes of China’s new energy vehicles are like a yan zhen, and the low value-added "Laodule" enterprises are at the bottom.
At the moment of manufacturing transformation and upgrading,If we can’t get rid of low value-added production, the "old man le" enterprise can’t find its positioning and market, and the only way to return is to die.
A passer-by in the rush era
"Old Man Le", a travel tool with "original sin", can break out in the countryside, mainly based on two key elements:
1. Traditional car companies and new car-making forces ignore the rural travel market and let the "old man music" take advantage of it;
2. The advantages of low price and low cost of "Old Man Le" are quite attractive to the rural market.
"Old Man Le" will surely become a passer-by of the times.
It was born in Shandong and Henan provinces in 2007, and took the lead in capturing the travel needs of 600 million third-and fourth-tier urban residents.
Take Shandong, where the production and sales of Laodule have exceeded one million as an example. The distance between villages in Shandong is more than 20 kilometers, and it was not until 2014 that buses were connected between villages. Prior to this, residents’ travel tools were nothing more than motorcycles, agricultural vehicles and fuel vehicles.
Riding a motorcycle with iron wrapped in meat is prone to accidents when it is windy and rainy;
It is uncomfortable to open agricultural machinery, and the driver is hard to resist the heat and winter;
Those who use fuel cars are most afraid of not finding a gas station when they go out.
It is difficult to refuel in remote rural areas, and underground gas stations once appeared in Shandong. Source: Jining Net.
"The old man is happy" is different-Compared with iron-clad tricycles and motorcycles, it has a layer of metal cover to protect against wind and rain; More car air conditioning than agricultural machinery, comfortable travel; Compared with a fuel car, you can run 60 kilometers only by charging electricity at home for one night.
More importantly, "Old Man Le" is not expensive, which is in line with the consumption psychology of price-sensitive users.Price determines the market,This golden rule, which was then in the third-and fourth-tier towns, can still be reused in many areas today.
In 2008, the annual net income of rural residents in Shandong was 5641 yuan. Buying the cheapest car will cost 50,000 to 60,000 yuan, equivalent to 10 years’ income.
Buying an old man’s music is just right. The cheapest old man music is only 6000 yuan, which is less than the price of an iPhone.
Most of the "old people’s music" is concentrated in the price of about 20 thousand yuan, which can be equipped with air conditioning.Black technologies such as GPS navigation and reversing radar can be used.After buying such a "car", you can go back to the village and blow it.
Laotoule’s use cost is also low, and it can save nearly 10,000 yuan by going on the road "without taking a driver’s license test, licensing or insurance". In addition, "Laotoule" does not need to refuel, and the charging cost is 1/16 of the oil price.
In the early days, the information of towns and villages in the third and fourth lines was relatively blocked. If you want to buy a car, 37.8% of the residents will ask the car owners for information, and 23.2% of the residents will rely on the recommendation of relatives and friends. In terms of travel instead of walking, "Old Man Le" really solved the pain point of sheltering from the wind and rain, and it also relied on this.from mouth to mouth, "Old Man Le" sucks a group of KOL, and its carrying capacity is comparable to that of Tik Tok’s former brother Luo Yonghao.
In this way, "Old Man Le" has gained a firm foothold in Shandong and Henan, where the elderly population ranks in the top three. After accumulating the original capital, enterprises such as Yujie, Reading and Baoya, the leaders of "Old Man Music", also began to promote this product to towns and villages in the central and western regions such as Hubei, Guangxi and Shanxi.
In 2013, "Old Man Music" ushered in an outbreak. According to incomplete statistics,In 2020, there will be about 100 "Laotoule" enterprises above designated size, with an output of more than 2 million vehicles.
The regional manager of a battery supplier of "Lao Toule" still remembers that from 2016 to 2018, the battery business related to "Lao Toule" increased by 200% to 300% every year.
Another set of shocking data shows that by the end of 2020, the number of electric vehicles in China is less than 5 million, while the number of low-speed three-wheeled and four-wheeled electric vehicles, mainly Laodule, has exceeded 10 million as early as 2019.
The sales of "Old Man Le" ran wildly, relying on "peer foil".
Traditional car companies ignore the treasure of the rural market, and often the rural sales channels are not smooth, and there are few distribution sites. When buying low-emission cars, residents in third-and fourth-tier towns and villages have concerns about maintenance.
The "new forces to build cars" first paid attention to the markets of first-and second-tier cities, and after trying to gain a foothold, they surrounded the countryside from the cities.
It can be said that "Laotoule" took the lead in replacing the township battery cars, motorcycles and agricultural vehicles with about 100 million possessions.
However, "the old man is happy" has "original sin".
According to the regulations, only the models that have entered the catalogue of automobile announcements of the National Development and Reform Commission are allowed to be produced. Only the vehicles that enter the catalogue can get the license plate of the public security traffic control department, and the next step is the insurance process.
Most cheap and rough "old people’s music" can’t get on the "announcement catalogue" of the National Development and Reform Commission, and naturally they can’t get on the cards or get on the insurance.
It is not entirely true that the "old man is happy" enterprise illegally produces. Most enterprises are still "legally producing".They declared "Lao Toule" as an electric sightseeing bus, bypassed the National Development and Reform Commission and got the production license directly from the General Administration of Quality Supervision.
But in marketing, the enterprise intends to guide this as an "electric car".The safety hazard of this crashworthiness makes "Laodule" bear the notoriety of "mobile urn".
When the regulatory vacuum is filled, a dimension reduction blow to the "Old Man Le" enterprise is about to be staged.
Based on the registered capital of 10 million yuan, Cube Knowledge Manufacturing Bureau sorted out the "Old Man Le" enterprises that have left the market. Source of information: enterprise investigation, drawing: Cube Knowledge Manufacturing Bureau.
Three paths are difficult to survive
How does the cost killer Wuling Hongguang MINI EV bias the old man music enterprise?
Why did Laotoule enterprises switch to two-wheeled electric vehicles, go out to sea and upgrade to A00-class new energy vehicles? It seems that all roads lead to Rome, but every road will hit the wall.
If there is no "Old Man Le" to cultivate electric vehicle users in the rural travel market, the aura of Wuling Hongguang’s magical car may be dim by half.
At the beginning of 2019, "Laotoule" enterprises were required to ban new production capacity.
At this juncture, in July of that year, the national car Wuling Hongguang MINI EV was released-in the second month of listing, Tesla was pressed to become the monthly sales champion of new energy vehicles.
As we all know, the birth of Wuling Hongguang MINI EV comes from the discussion of the WeChat group of Wuling macro riders. Some female car owners complained that there was not a model with a travel radius of 10 ~ 20km, which could shelter from the wind and rain and was not expensive-macaroon color, small and lovely, and retro interior.
In response to user needs, MINI EV was born.According to the current words, this can be regarded as a C2M product.
Similarly, Wuling also understands the needs of township users through the corporate WeChat riders. Some car owners gave feedback in the group and couldn’t find a suitable place to put breakfast in the car. There is a hook on the new MINI EV model here.
Wuling Hongguang MINI EV Avocado Color Source: Wuling official website
Some people say that if "Old Man Le" is an "upgraded electric tricycle", then Wuling Hongguang MINI EV is a "degraded new energy vehicle".
According to the current standards for low-speed electric vehicles, Wuling Hongguang MINI EV is compliant except for the definition that the maximum speed is 100 km/h, which is higher than that of low-speed electric vehicles and lower than 70 km/h..
Low-speed electric vehicles no longer have separate standards, but are included in the standards of new energy vehicles, and the definition of miniature pure electric passenger cars is added;
Low-speed cars can only use Ferrous lithium phosphate or ternary lithium batteries;
Requirements for collision test, vehicle quality, motor performance, climbing performance and even tire pressure detection;
Low-speed electric vehicles are not included in the double carbon points, and there is no subsidy.
The "Laotoule" enterprise was shocked. Wuling Hongguang MINI EV used lithium batteries, but it only sold for 28,800 yuan.At that time, the price of "Lao Toule" products using lithium batteries was more than 40,000 yuan.
Cartography: Cube Knowledge Bureau
Wuling Hongguang MINI EV seems to have aimed at the short-distance travel market in the third-and fourth-tier towns during the shutdown period of "Old Man Le", and gradually disintegrated the core market of "Old Man Le".
At the time of the lockout, there are only three ways to live for the "Old Man Le" enterprise:Changing careers, going to sea, and becoming a full-fledged "car", however, each one is difficult.
1. Switch to two-wheeled electric vehicles: the market is saturated and shrinking.
To put it bluntly, the logic of "Lao Toule" enterprise being downgraded to be a two-wheeled electric vehicle is very simple.For the same market and people."Laotoule" enterprises can take advantage of the original channel advantages.
However, after the "old man’s music" experience, the travel thinking of the original user group has changed. If you are willing to take a driver’s license test and buy a mini electric car, few people are willing to continue riding a battery car.
Among the remaining users who don’t want to rely on driver’s licenses, Emma, Yadea and other two-wheeled electric vehicles got stuck in the market early. The latter can have advantages in product performance and cost through technology accumulation and large-scale production, and these barriers are difficult for latecomers to break through.
Cui Dongshu, Secretary-General of China Passenger Transport Association, told Cube Knowledge Building Bureau,China’s two-wheeled electric vehicle market is saturated and shrinking."There are not so many young people riding electric cars in China."
What can be confirmed is a set of data. Even with the replacement of lead-acid batteries, the cumulative sales of two-wheeled electric vehicles in China decreased by 13.9% in 2021.
2. Going to Europe and America: It is lower than the standard of passenger cars, but there is no anti-collision product yet.
There are also mini-cars in Europe, and they are very popular.
There are many old buildings and narrow roads in Europe, so small cars are more convenient to drive and park. For example, in Rome, many streets are only enough for two cars to meet. Even an old taxi driver can’t avoid scratching marks on the car body.
Different from Americans’ pursuit of tall and spacious models, European car companies have long paid attention to micro-fuel vehicles, which typically represent Mercedes-Benz Smart and Volkswagen Beetle.
However, the European market lacks low-speed micro electric vehicles. This is because of the EU’s carbon emission policy,The compliance cost of car companies is spread equally on each electric car, ranging from 600 to 1,000 euros..
Like domestic users, European mini-car users are price-sensitive, and the price of mini-cars is about 108,000 yuan. If the compliance cost is passed on to the consumer, it is difficult for users to buy it. Therefore, European car companies are reluctant to produce electric mini-cars.
This gives the temptation for China’s "Old Man Le" to export to Europe. As early as 2016, China exported 100,000 "Laodule". The surviving "Laodule" enterprises can still have a chance as long as they meet European standards.
"Compared with passenger cars, the standard of road vehicles like’ Old Man Le’ is lower."Cui Dongshu thinks.
Smart concept car in 993 Source: Wikimedia
Another gold mine is America.Kaiyun Automobile, an enterprise of "Laotoule", is a typical representative.Export miniature electric pickup truck.
Pickup truck is a totem of American culture and a necessary component in American movies. It is spacious and can carry people and goods. In 2021, it sold 2.84 million vehicles.
In 2021, the world’s largest IPO“Rivian ",which raised $11.9 billion, was an American electric pickup truck manufacturer. It is the double-carbon express train and American pickup truck feelings that make investors shout out "Tesla killer" and "the next Tesla", although Rivian has not yet mass-produced and delivered less than 1,000 cars, most of the buyers are employees.
Kaiyun Automobile was established in 2013, aiming at the end distribution scene in the rural market-Replace the battery car and tricycle of the courier brother.
At the beginning of its establishment, Kaiyun Automobile referred to the standard of electric vehicles. The first product was equipped with lithium iron phosphate battery, with a single battery life of 80 kilometers. These accumulations have also landed the new regulations and vacated the time to deal with them.
Source: Pickman official website, USA
Kaiyun Automobile is headquartered in California, with sales outlets in rural areas such as Texas, Kentucky and Idaho. Pickman miniature electric pickup trucks sold are priced between $13,500 and $30,000, while Ford F-150, which sold more than 700,000 vehicles last year, started at $39,900.
Only in terms of performance, the F-150 has a battery life of 230 miles.Pickman is only 50~110 miles., less than half of the former.
To run in the sparsely populated American countryside, price is one aspect, and endurance is another key point.
At present, Kaiyun Automobile has not announced the sales volume in the US market. Cubic Manufacturing Bureau has contacted Kaiyun related persons, but as of press time, the other party has not replied.
3. Join the regular army: The road is blocked by Wuling Hongguang MINI EV.
Going to sea in Europe and America is an "old man’s music enterprise" that seeks outward, and only taking root inward can it become a regular car-making army.
To build a car, it seems that only the "old man music" industry leaders like Yujie and Reading can afford it.
Cartography of Transformation Action of Common "Old Man Music" Manufacturers: Cube Knowing and Building Bureau
Yujie once ranked first in the sales volume of "Old Man Le" for five consecutive years. Since 2015, it plans to spin off the business of "Old Man Le" and produce it by a subsidiary, taking two roads: high-speed cars and low-speed cars.
On the road of car-building qualification, Yujie hugged the thigh of traditional car companies-the Great Wall. In July 2017, Great Wall and Yujie established a joint venture company.Great Wall is willing to cooperate with Yujie, one is to take a fancy to Yujie’s channel laying in the sinking market, and the other is the carbon points of the joint venture.
In the agreement, the positive points of Yujie’s fuel consumption are all directly transferred to the Great Wall for free, and the positive points of new energy vehicles are given priority for sale to the Great Wall.
Double integral policy: the integral is divided into two types: fuel consumption and new energy. Two kinds of negative points can be deducted by obtaining new energy positive points from other car companies through transactions, transfers, etc.
If the fuel consumption reduction of fuel vehicles produced by passenger car enterprises can not meet the standard, negative fuel consumption points will be generated; If an enterprise fails to produce a certain number of new energy vehicles in proportion, it will also generate negative points for new energy.
Reading is even more heroic. In 2018, it acquired Shaanxi Qin Xing Automobile, and in early 2019, it wholly acquired Sichuan Mustang Automobile for 1.45 billion yuan, and obtained the qualification to build a car.
However, the "old man music" made a car and the short board was exposed.
In 2018, Yujie’s first electric small SUV participated in the International Electric Vehicle Challenge around Qinghai Lake. When winding the pile, the SUV skidded out of control, the vehicle broke its axle and the left front wheel fell off.
Interlaced like a mountain. The original "Old Man Le" product is just a simple transformation of "sightseeing bus".Did not form a car know-how.
In the ten years when "Old Man Le" prevailed, new energy vehicle enterprises were busy investing in research and development and technology accumulation, waiting for accumulation, and "Old Man Le" enterprises turned around in low value-added production.
In the view of Cube Knowledge Manufacturing Bureau, if products such as A00 class electric vehicles are to be built, the road leading to Rome is blocked by Wuling Hongguang MINI EV.
First of all, Wuling Hongguang MINI EV hasfirst mover advantage, get stuck on the track. Speaking of micro electric vehicles, despite Chery, Euler and other similar products, under the marketing frenzy, most people’s impression is still that national car.
Moreover, the net profit rate of MINI EV is only 2%~3%, and Wuling with deep pockets has made it clear that it will not give new entrants a way out in price-Wuling Hongguang’s.The low-price strategy is based on the cost control of the supply chain, which supports the right to speak in the supply chain and reduces costs in large-scale production. It is sales volume.
The monthly sales of Wuling Hongguang MINI EV broke 50,000 vehicles during the peak period, making it a national car. However, the enterprises that have transformed from "Laotoule" to build cars have not yet seen models with monthly sales exceeding 10,000.
Say a shocking number, according to the data of the owner’s guide network, the highest monthly sales volume of Redding mango models that have been on the hit variety Hunan Satellite TV "Chinese Restaurant" is only 6,056. Although the price of Redding Mango starts from 29,800 yuan, it is 32,800 yuan lower than the lowest price of Wuling Hongguang MINI EV and 3,000 yuan cheaper.
Redding’s profitability is difficult to catch up with Wuling before it can reach the same scale output as Wuling Hongguang MINI EV to reduce costs.
To put it bluntly, the "Old Man Le" enterprise was biased by Wuling Hongguang MINI EV, even ignoring that this car was not set to make big money.But to accumulate carbon points—
In 2020, SAIC-GM-Wuling earned 1.3 billion yuan worth of carbon points just by selling MINI EV. At that time, the carbon points were 3,000 yuan/minute.
Nowadays, traditional car companies have begun to transform to produce new energy vehicles. At the beginning of this year, the price of carbon credits fell to 500~800 yuan/min. It is not until 2021 that the "Laotoule" car company that started to launch micro-electric vehicles missed the sale of carbon dividends.
"I’m not optimistic about the competition of’ Laotoule’ enterprises in A00-class new energy vehicles. Many enterprises are not seriously transforming, but more regard A00 vehicles as a spare tire." Cui Dongshu thinks.
After the elimination of a batch, the compliant "Old Man Le" stood still in the vacant market, and new energy vehicles like Wuling Hongguang also penetrated into the low-end market on a large scale. Old Man Le enterprises still think that there is still a good time.
In 2021, the rural per capita disposable income in China reached 18,100 yuan.Their shopping habits are gradually shifting from cost performance to brand.When the beat of China’s manufacturing transformation and upgrading rings, products like "Old Man Le" will eventually become a thing of the past on the road of villages and towns.
Neglected hidden worries, combined with the new energy vehicle Jiawei attack and detours, what the "old man le" enterprises need to think about is how to survive better in the future.
Low-speed electric vehicle supply chain enterprises with registered capital of more than 300 million yuan. Source of information: enterprise investigation, drawing: Cube Knowledge Manufacturing Bureau.
Dislocation competition
Cubic Manufacturing Bureau has combed three tracks for the transformation and upgrading of Laodule enterprises in terms of market, demand and technology. Only by seeking to sink the market, meet the core needs of users and upgrade technology can "Laotoule" enterprises break through under the pressure of Wuling Hongguang MINI EV.
The answer is to find the core competitiveness of "old man music"-apart from the regulatory vacuum, why can "old man music" be popular?
The answer to the future is written in the past—The demand for short-distance travel of township residents in the third and fourth lines.
Cube Knowledge Bureau combed three ideas of dislocation competition:
1. Seek a sinking market
In a sense, "the old man is happy" has cultivated the acceptance of new energy vehicles in rural markets.The "Old Man Music" started from the rural areas of Shandong and Henan where power and road infrastructure are relatively mature.Nowadays, this market is favored by Wuling Hongguang MINI EV-the largest consumption place of Wuling Hongguang MINI EV in 2020 is Heze City, Shandong Province.
However, the layout of Wuling Hongguang is more inclined to the third-tier towns. Take Shanxi Province as an example, there are 8 stores of Wuling Hongguang in Taiyuan, and only one in Datong at the next level.
The vacant location happens to be a familiar space for "Laotoule" car companies.Rural markets in the third and fourth lines and below,The urban strategy is misplaced with Wuling Hongguang MINI EV.
China’s first-and second-tier rural areas with relatively mature economy also have sinking rural markets that have not been out of poverty for a long time. At the moment when the whole people are out of poverty, the rural areas of China have basically achieved full coverage of stable and reliable power supply services, and the sinking rural market has also met the demand for travel instead of walking.
For example, according to official data of Reading, the sales network covers more than 30 provinces, municipalities and autonomous regions in China, including 2,700 first-class dealers and 7,000 second-class dealers. This is a good card in Reading’s hand.
It is a good card just because of the channels laid out when "Old Man Music" entered Shanxi.
2. Dig deep into the needs of middle-aged users
Wuling Hongguang MINI EV has a positioning for users-"town lady, town youth".
According to Wuling’s statistics, among the people who buy MINI EV nationwide in 2020, users aged 20-30 account for 40%, and white-collar workers account for 30%.
"The old man is happy" is different-The users of "Laotoule" are mostly middle-aged and elderly people over 40 years old.Travel both agriculture and business.
Therefore, it seems that the spokesperson of MINI EV is Ren Min, a post-00 actor, and the spokesperson of Reading chose Huang Xiaoming, an actor with heavy eyebrows and eyes and familiar to middle-aged and old friends.
In the view of the Cube Knowledge Building Bureau, what the "Old Man Le" enterprise really needs to think about now is the real needs of the target population-
For example, how can a mini electric car better hold farm tools? How can a micro electric vehicle adapt to the cargo capacity during the agricultural harvest period?
3. Technical breakthrough
Miniature electric vehicles such as "Laotoule" can harvest the market, and there is also a geographical factor-the Central Plains is plain, so driving electric vehicles does not need to worry about the power loss caused by mountain climbing.
Another key breakthrough in the dislocation competition with MINI EV,How to fill the travel of rural residents in hilly and mountainous rural areas.
This will involve the core of the micro electric vehicle-the three electric systems. The endurance of lithium batteries is the talent of new energy vehicles, and the motor is the key to turn talent into strength.
According to interviews with relevant persons from the Cube Knowledge Manufacturing Bureau, the overlap between the supply chain of "Laotoule" and new energy vehicles was not high before. At the moment when it is converted into new energy vehicles, what "Laotoule" enterprises need to consider is how to improve the right to speak in the automobile industry chain.
In the future, "Laotoule" will break through new markets by accumulating technology and experience and adapting to the needs of the target market.
coda
When "Old Man Le" was born, it was called "Shanzhai" car, echoing a history made in China around 2000.
Huaqiang North was born in the rough era of electronic product manufacturing in China. Narrow shops, selling high imitation, branded and miscellaneous brands of mobile phones-attract mobile phone users who pursue low cost.
Especially in 2006, MediaTek’s MTK mobile phone chip integrated motherboard and software, which lowered the threshold of mobile phone production. Some cottage manufacturers are moving towards the ranks of brands-Tianyu, G5 and Pepper.
At one time, there were more than 50 billionaires here.
When shanzhai mobile phones die out under control, China’s mobile phone industry chain is tough in the precipitation-OPPO and vivo from Shenzhen are on the same stage as Apple in the mobile phone market in China.
The halo of transformation and upgrading will also infiltrate into the "Old Man Le" industrial chain.
"Old Man Music" is limited to a certain point in China’s manufacturing industry. At first, it seems that the local government turned a blind eye to "Old Man Music". Before the new energy vehicles matured, industrial chains and clusters were formed through such a "cottage car" product, and a market for specific people was cultivated for "new energy vehicles".
"Shanzhai" exit, transformation and upgrading, is a doomed melody.Those enterprises that still maintain low value-added production will eventually be eliminated by this era.
The new energy vehicles in China are on the rise, and even Internet giants Baidu, Ali, Tencent and Huawei are involved in the workshop. Although the sinking market is huge, it will be difficult to break through when the giants also storm the sinking gold mine, if the "Old Man Le" enterprise still sticks to the moss-covered castle.
How can the wandering tail geese catch up with the flying fleet?
