Shulou(Shulou.com)11/24 Report--

The original title: "Don't just stare at Wei Xiaoli, new cars built overseas are just as miserable."

We're all the same.

Besides Tesla, what other foreign pure electric car brands do you know?

In the era of fuel cars, overseas brands are absolutely outstanding. Volkswagen, Toyota, General Motors and BBA brands are familiar to us.

Nowadays, in the era of new energy vehicles, it is difficult to find a pure electric vehicle brand comparable to Tesla.

At home, we hear more about Wei Xiaoli and other pure electric brands in China.

What are the new forces of car building abroad? How are they doing so far? Now please look overseas, one thing is certain, foreign new car companies are not much better.

The "Tesla killers" of the United States, as Tesla's hometown, of course, there are many challengers.

And interestingly, American new power car companies are more or less related to China, such as Lucid, which is known as "American Xiaopeng".

Learn from the Lucid of Tesla

In 2007, Bernard Tse (Xie Jiapeng), a former vice president and director of Tesla, quit from Tesla and founded Atieva in California with another Chinese executive, Sam Weng (Wen Shiming), who left Oracle. At that time, Atieva was mainly committed to the research and development of the three-electricity system of electric vehicles, which was the predecessor of Lucid.

In 2016, Atieva changed its name to LucidMotors and began to enter the new energy vehicle industry, and officially announced plans to develop all-electric high-performance luxury cars. In December of the same year, Lucid's first model, the Lucid Air, was officially released.

Source: LucidLucid Air positioning is similar to Tesla ModelS, 100kWh battery pack, maximum power 1013 horsepower, zero hundred acceleration only 2.5s, limited edition price as high as $255000, and the car was the lowest stroke resistance of mass-produced electric vehicles at that time, only the 0.21cd.

Since the establishment of Lucid, the relationship with Tesla has also been "messy".

The big reason is that many of Lucid's start-up teams and executives are from Tesla.

Source: Lucid Peter Rawlinson, the former chief engineer of Tesla Model S, joined Atieva as CTO in 2013 and served as CEO at the helm of Lucid in 2019. Peter Hochholdinger, a former vice president of production for Tesla, became vice president of manufacturing for Lucid in 2019.

But Lucid said that Tesla is not their competitor, they will occupy the luxury electric car market, in other words, they think Tesla is more innovative, but not luxurious enough.

Source: although Lucid learns from Tesla and has technology bigwigs in charge of Lucid, these can not cover up the biggest problem of Lucid: lack of money.

In 2013, Lucid received round B financing from Venrock, a Silicon Valley venture capital firm, and in January of the following year, BAIC invested $100 million in Lucid's Series C financing, with a 25% stake, making it the largest shareholder. In the same year, Jia Yueting personally invested $200m in Lucid, becoming the second-largest shareholder after BAIC.

Peter Rawlinson, chief executive and chief technology officer of Lucid, source: Lucid, but BAIC wanted Lucid to develop in China, while founder Xie Jiapeng had no such intention at that time and gave priority to the development of the US market. BAIC then sold all its shares to Jia Yueting, so Boss Jia became the largest shareholder of Lucid, with a shareholding of about 40%.

As we all know, Boss Jia, who has been returning to China next week, and his FF are in financial crisis, and Jia Yueting sells his Lucid Motors shares. In September 2018, the Saudi sovereign fund PIF, led by Saudi Crown Prince Mohamed Ben Salman, acquired a 67 per cent stake in Lucid with an investment of more than $1 billion.

Last July, Lucid went public on Nasdaq. Lucid shares rose 11% on their first day of trading, closing at $26.83 a share, with a total market capitalization of more than $40 billion. But now the share has fallen to about $10, and the market capitalization has lost half of its value, leaving only $17 billion.

Apart from Lucid, Tesla's archrival Rivian, there are not a few people in the United States who want to wrestle with Tesla, such as Rivian, once the third-largest car company in the world by market capitalization.

Source: RivianRivian, founded in 2009 and headquartered in California, has a car assembly plant of its own. When it was founded, Scarlinger wanted to make electric sports cars, just like Tesla sports cars.

But Scarlinger later found that sports cars were of no practical significance to issues such as climate protection, and did not make enough profits, so Scarlinger decided to build Americans' favorite pickups and SUV.

In 2018, Scarlinger unveiled Rivian's first Rivian models: a pickup truck called R1T and an SUV called R1S at the Los Angeles Auto Show.

Source: three years after Rivian, Rivian went public as an electric car start-up and surpassed GM and Ford with a market capitalization of more than $150 billion. After Tesla and Toyota, it became the third largest car company in the world by market capitalization, so it was called "Tesla Killer" in the industry.

But glory is always short-lived. Within a year, Rivian has plummeted 80% from its high level, while it is still mired in capacity and quality problems.

Rivian's unaudited financial report for the third quarter of 2022 showed that Rivian's revenue in the third quarter of 2022 was $536 million, up 47% from a month earlier, but below market expectations of $552 million.

In terms of production capacity, Rivian, like start-ups such as Lucid, is in a deep capacity dilemma. According to the financial report, Q3 Die Rivian produced 7363 R1T pickup trucks and R1s SUV this year, and delivered 6584 vehicles, with a total of 12278 vehicles delivered in the first three quarters of 2022.

Source: RivianRivian says the company aims to produce 25000 vehicles, while Rivian's production is only 14317 as of the third quarter of this year. It is clear that this year is still some difficulty in achieving the target.

It was raining overnight, and in October engineers at Rivian recalled 13000 cars after they found a fastener in the steering system.

This figure of 13000 is almost the total number of vehicles off the production line of Rivian, which has a huge impact on a startup.

The new power of electric trucks may be Tesla Zhuyu in front, the American market is particularly fond of pickup models, the start-up new forces of car construction are starting from pick-up trucks and trucks.

Another new power, Canoo, was born in 2017, with the initial goal of building electric minivans and pickups, especially Canoo, founded by executives who had previously left at FF (Faraday Future).

Source: Canoo in addition, the initial funding for Canoo was provided by Li Botan, a Chinese investor (chairman of Beijing Zhaode, an investment company), and TPK, a Taiwanese technology company responsible for providing touch screen technology to Apple.

Canoo has developed its own modular electric vehicle platform Skateboard (skateboard chassis), which can be designed for different vehicles.

Based on the Skateboard platform, Canoo has launched two pure electric models, a passenger van and a freight van, and has partnered with NASA and Wal-Mart to become suppliers to both.

Source: Canoo early last year, Canoo opened the pre-order of delivery trucks, and production was postponed to 2023, with a deposit of $100 (refundable). A concept car for pick-up trucks has also been launched, with an extension of the folding bed and extra storage space.

However, the development of Canoo is also a chicken feather. at present, it is difficult to determine the time of mass production, and it has been frequently investigated by US government agencies, and the co-founder has moved to Apple. Every pile has added a lot of uncertainty to the development of Canoo.

Canoo reported an operating loss of $140 million in the first quarter of 2022, up from $97.07 million a year earlier, and the company has no revenue so far.

02. Europe prefers pure clean energy. If the American continent has a preference for pure electric cars under the influence of Tesla, then Europe prefers pure clean energy: hydrogen and solar energy.

At this year's Paris Motor Show, Hopium, a new car-building brand from France, unveiled its first hydrogen fuel cell car, the Hopium Machina.

Source: Hopium reported that Hopium Machina announced a price of 120000 euros, or about 850600 yuan, which is currently under reservation and is scheduled for official delivery in 2025.

Hopium was founded in 2019 by Olivier Lombard, the youngest winner in the LMP2 category of the 2011 Le Mans 24-hour endurance race.

Thanks to the large hydrogen tanks installed directly under the chassis, the model has a range of up to 1000 kilometers, while the hydrogenation operation can be completed in only three minutes.

Source: Hopium currently, Hopium has confirmed that its plant will be located near Vernon in Normandy, covering an area of 35 hectares, and plans to open early next year, will employ no less than 1500 people, aims to produce 20000 cars a year, and plans to set up an R & D center.

In addition to hydrogen energy, the new power of car-building in Europe is also very popular with solar energy, another renewable and clean energy.

In June, Lightyear, an electric car start-up from the Netherlands, released a mass-production version of the solar electric vehicle Lightyear 0, which, unlike previous concept cars, can be mass produced and delivered this year.

Source: Lightyear is the unfriendly price of Lightyear 0, which starts at $263000 (about 1.76 million yuan). The latest news is that Lightyear 0 has been officially put into production and delivery is about to begin.

Vehicles can provide an additional mileage of about 12.07km per hour in sunny conditions, Lightyear said. In the traditional plug-in charging mode, the battery capacity of 60 kilowatt hours can be provided. As for the total mileage, it can exceed 650 km when fully charged and combined with sunny weather conditions.

Source: Lightyear currently Lightyea has raised 81 million euros to ensure the production of the first series of models, the Lightyear 0. It also hopes to use the money to promote the development of its second solar car, the Lightyear 2.

The second solar-powered car, Lightyear, will target the mass market and is scheduled to start production in 2024 or 2025, with prices falling to around 30,000 euros.

Before mass production of an affordable version of the Lightyear solar car has yet to begin, Sono, a solar car startup from Germany, has a head start and good news.

Source: SonoSono's solar car sion, which will be launched in 2023, is currently priced at 29900 euros on its website. According to the sion map, the new car is located similar to the MPV, which uses 465 integrated solar panels to provide electricity and is expected to run 70 miles a week on solar energy alone.

In addition, long-distance users are equipped with lithium iron phosphate batteries with a total range of 190 miles and the ability to use the fast charging function to charge it to 80% in 35 minutes.

Source: SonoSono recently announced that it has received about 40,000 Sion pre-orders and hopes to produce 257000 Sion by the end of 2030, but it is not produced by itself, but is produced and manufactured by Valmet Automotive of Finland.

Sono currently reduces production costs by offering only black versions of cars, and will further reduce costs through a direct online sales model.

Source: Sono, but like lucid, Sono has no sales plans in the Chinese market.

Sono, founded in 2016 by three post-90s Laurin Hahn, Jona Christians and Navina Pernsteiner in Munich, Germany, and successfully launched on Nasdaq last year, priced its IPO at $15, but a year later, Sono is offering only $1.30 a share.

In addition, in the six years since its establishment, before the mass production of the first model sion, Sono has no profit income for the time being. Although it has received financing of nearly US $100 million, with the promotion of mass production of sion models, Sono has also expanded its losses. So far, the cumulative loss of Sono has reached 108.8 million euros.

In addition to mass production of its first model, the sion, Sono's other big business is selling its fully integrated solar technology to other manufacturers.

Source: Sono but the official website of sono still shows that the sion model has not yet been put into production, and the specific parameters of the vehicle may still change.

03. The focus on Japan and South Korea may be due to Toyota's dominance in Japan and the high pressure of Nissan and Honda. The Japanese car market has been calm for many years without a ripple.

At a time when the new power of car-building in other countries is in full swing, Japan, which is not interested in pure electricity, the first new power of car-building is long overdue.

It's Sony.

Source: SONY earlier this year, Soni Guan Xuan said that he would enter the field of new energy vehicles and set up Sony Mobile Travel Company.

At present, two concept cars of the VISION series have been released, the pure electric car: Vision-S 01 and the pure electric SUV:Vision-S 02.

Source: SONY in which Vision-S 01 wheelbase is as long as 3 meters, acceleration time of 100 kilometers is 4.8s, and the overall body design adopts sliding back coupe style. Directly to the standard Tesla Model s, positioning medium and large pure electric cars.

But Sony is a newcomer and joined Honda in the middle of this year to form a joint venture, Sony Honda Mobility, to launch its first model in North America by 2025.

Source: SONY pure electric passenger cars are not the mainstream in Japan, on the contrary, Japan is more mixed models, or they are so obsessed with hydrogen-powered cars for so many years. And even do pure electric car companies, there is no layout of the passenger car market, more from small trucks and tricycles.

Japanese pure electric car startup folofly unveiled its second small commercial pure electric truck designed by Dongfeng Xiaokang this summer and is expected to cost about 3.8 million yen (about 188000 yuan).

It is reported that this pure electric small truck has a deadweight of 1 ton and can change the design of the carriage according to customer demand to meet the needs of refrigerated and frozen goods distribution. The size of the vehicle is close to that of Toyota's small truck "Dyna", and Mandian has a maximum range of 300km.

The situation in South Korea is similar to that in Japan. Korean power batteries have sprung up all over the world, but there is no fresh blood in the Korean market in the field of new energy vehicles, and the car-building field is surprisingly quiet.

Although Thailand's pillar industry is automobile manufacturing and sales, known as "Detroit of the East", Thailand actually does not have its own car brand, and there are even fewer new energy vehicle brands.

Since the 1960s, Thailand has chosen to cooperate with international automobile enterprises, introduce production lines from abroad, set up automobile assembly plants, start from assembly, establish an export-oriented development model of the automobile industry, and become the automobile manufacturing center in Southeast Asia.

Therefore, all the cars running on the roads in Thailand are imported cars, or cars produced by foreign car companies in local factories.

With the arrival of the electrification wave, Thailand has also begun to formulate a series of incentives for the development of new energy vehicles. Chinese car companies have seized the opportunity to build large-scale production and sales in Thailand to suppress the absolute dominance of Japanese car companies in Thailand in the era of fuel cars.

At present, two Chinese car companies, SAIC and Great Wall, account for about 70 per cent of the electric car market in Thailand. As for whether Thailand has the intention of building its own brand in the new energy era, there are no unicorns in the short term.

If Thailand doesn't mean that, then Vietnam next door is too much.

At the end of October this year, Zeng Yuqun, chairman of Ningde Times, flew to Osaka, Japan, and met a person. The next day, Ning Wang announced a cooperation with Vinfast, a Vietnamese car company, on the skateboard chassis project of the current auto fire.

The person Zeng Yuqun met in Osaka was Fan Riwang, chairman of Vinfast, a Vietnamese car company and Vietnam's richest man.

Source: the news of the Ningde era did not attract much attention at that time. After all, Ningwang had too many partners in seven continents and four oceans all over the world, and it was nothing more than a "new friend" in the circle of friends of Ningde.

But it doesn't matter if you don't look at it. I was shocked when I checked! Fan Riwang and his Vinfast are unique in Vietnam.

Source: before Vinfast became Vietnam's richest man, Fan Riwang experienced a legendary experience. He was born in Vietnam, went to university in the Soviet Union, settled in Ukraine, started with a small bag of instant noodles and became Ukraine's "instant noodle king".

In the new century, Fan Riwang saw the development of Vietnam and returned to his hometown to enter the real estate market of Vietnam. From Vinpearl Resort to Vincom, the first commercial center complex in downtown Hanoi, Fan Riwang became the hottest businessman in Vietnam all the way.

His success in real estate makes him known as "Vietnamese Xu Jiayin". Like Xu Jiayin, Fan Riwang has a car dream. Vinfast was officially established in 2017, backed by the merger of Vincom and Vinpearl, Vietnam's largest group, Vingroup.

Fan Riwang, like every national entrepreneur with great ambitions, claims to bring "Vietnamese cars to the world."

In five years, vinfast did it, and the way was simple and rude: buy.

Most of Vietnam's car sales are contributed by the factories set up by Toyota and Kia in Vietnam. At the same time, the infrastructure of Vietnam's automobile industry is backward and there is a lack of corresponding supporting facilities and parts suppliers. Since its establishment, vinfast has reached a variety of cooperation with global auto companies, including but not limited to BMW, Bosch, Magna and so on.

Source: in the second year of Vinfast, vinfast launched two models, the LUX A2.0 and the SA3.0, which were unveiled at the Paris Motor Show that year. This year, vinfast made its debut at the Paris Motor Show and won the "The Rising Star" award awarded by AutoBest, a well-known European automotive media organization.

Now Vinfast has been fully electrified, stopped producing fuel cars, and at one point there was news that it planned to raise 2 billion US dollars to go to the United States for IPO. It can be said that Vinfast has become a major brand of cars built in Vietnam.

VinFast says it has received a total of 65000 orders worldwide and expects annual sales of 750000 vehicles by 2026.

In fact, whether it is the choice of pure electricity or solar energy or hydrogen energy, it proves that the wave of new energy vehicles is unstoppable.

And most of the new power car companies abroad are unable to replicate the success of the old car companies in the fuel car era in the early years. They unanimously chose to avoid the Chinese market, the largest market, because we all know that China's new energy market is already crowded enough.

The flip side of no longer flocking to China is the acceleration of China's own brands going out to sea.

In the production and manufacture of new cars, no matter whether they are new forces at home or abroad, except for a few "rich" people with big families, most new players have chosen the mode of cooperative OEM production, which may also be a major trend in the development of the automobile industry in the future.

As for the most important aspect of funds, everyone is the same, the money is not enough to spend.

This article is from the official account of Wechat: Super Electric Lab (ID:SuperEV-Lab), author: Truman, Editor: Zaizhou

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