Ejo, Ideal yashyize ahagaragara urutonde rwicyumweru cyo kugurisha icyumweru cya gatatu cya 2024 (15 Mutarama kugeza 21 Mutarama) nkuko byari byateganijwe.Hamwe ninyungu nkeya ya miriyoni 0.03, yagaruye umwanya wambere kuva Wenjie.
Icyifuzo kiziba igitaramo muri 2023 mubusanzwe cyari kimenyereye gutsinda.Ukuboza 2023, Ideal yagurishijwe buri kwezi yarenze ibinyabiziga 50.000, ishyiraho amateka menshi.Igurishwa ryose muri 2023 rizagera ku modoka 376.000, hafi kabiri umwaka ushize.Bibaye imbaraga za mbere nshya zambutse ikimenyetso cyo gutanga buri mwaka cyimodoka 300.000 nimbaraga nshya yonyine yunguka.
Kugeza ku cyumweru cya mbere cy'uyu mwaka, ubwo Li Auto yasohokaga urutonde, igurishwa ryayo rya buri cyumweru ryagabanutseho 9.800 kuva mu cyumweru cyashize rigera ku bice 4.300, bikaba ari bibi cyane mu mezi atandatu ashize.Ku rundi ruhande, Wenjie yarenze icyifuzo cya mbere n'amanota 5,900.
Mu cyumweru cya kabiri cy'uyu mwaka, Wenjie yakomeje kuza ku isonga ry’ibinyabiziga bishya by’ingufu zagurishijwe buri cyumweru hamwe n’ibicuruzwa 6.800, mu gihe Ideal yaje ku mwanya wa kabiri hamwe n’ibicuruzwa 6.800.
Umuvuduko uhura nintangiriro yumwaka mushya mwiza uterwa no guhuza ibintu.
Ku ruhande rumwe, mu Kuboza umwaka ushize, kugira ngo tugere ku ntego yo kugemura yo kugurisha buri kwezi ibice birenga 50.000, Ideal yakoze cyane kuri politiki y’ibanze.Mugihe cyo kuvugurura inyandiko yacyo, nayo yarangije kunaniza abakoresha amabwiriza mu ntoki.
Kurundi ruhande, inzibacyuho yibicuruzwa bizaza nabyo bizagira ingaruka runaka kugurisha amafaranga.Moderi eshatu zurwego rwagutse L serie L9 \ L8 \ L7 izakira ivugurura ryiboneza, naho moderi 2024 izasohoka kumugaragaro kandi itangwe muri Werurwe.Umunyarubuga w’imodoka yatangaje ko cockpit yubwenge ya moderi ya 2024 Ideal L biteganijwe ko izakoresha chip ya Qualcomm Snapdragon 8295, kandi biteganijwe ko izagenda neza.Bamwe mubashobora kuba abaguzi bafashe ibiceri bategereje kugura.
Ikidashobora kwirengagizwa ni Xinwenjie M7 na M9, zirushanwa imbonankubone hamwe na moderi nyamukuru ya Ideal.Vuba aha, Yu Chengdong yanditse kuri Weibo ko amezi ane nyuma yo gusohora M7 nshya ya Wenjie, umubare w’ibice urenga 130.000.Ibicuruzwa biriho ubu byashyize imbaraga za Cyrus mubushobozi bwuzuye, kandi ubu umusaruro wicyumweru hamwe nubunini bwo gutanga biri hafi.Mugihe ubushobozi bwo kongera umusaruro bugenda bwiyongera, imibare yo kugurisha izakomeza kwiyongera.
Mu rwego rwo gushimangira ibicuruzwa, Lideal iherutse gushyiraho politiki ikomeye ya terefone ihitamo kuruta Ukuboza gushize.Kugabanya ibiciro byubwoko butandukanye bwa moderi ya L7, L8 na L9 kuva kuri 33.000 yu kugeza kuri 36.000 Yuu, bikaba byarabaye igiciro kinini kuva umwaka watangira.Kimwe mu birango binini by'imodoka.
Mbere yo gufata ifasi nshya, nibyiza gukoresha kugabanya ibiciro kugirango ugarure ubutaka bwatakaye vuba bishoboka.
Ikigaragara ni uko nyuma yo kugurisha "roller coaster" mu cyumweru gishize, Ideal yamenye ko atari ibintu byoroshye "kwirinda inkombe ya Huawei".Ibikurikira ni ukwirinda guhura kumutwe.
01
Huawei ntishobora kwirindwa
Igisobanuro nyacyo cyibicuruzwa nintangiriro yo gutsinda kwa Ideal mugice cya mbere.Ibi biha Ideal amahirwe yo kwiyongera kumuvuduko uteye ubwoba no kuba hamwe nabarwanya bakuze bakuze kurwego rwumuteguro mubijyanye nigikorwa cyo kugurisha.Ariko icyarimwe, ibi bivuze kandi ko Ideal igomba guhura numubare munini wo Kwigana no guhatana muburyo bumwe bwibidukikije.
Kugeza ubu, Li Auto ifite moderi eshatu zigurishwa, arizo Lili L9 (SUV ifite imyanya itandatu iri hagati ya 400.000 na 500.000), L8 (SUV ifite imyanya itandatu iri munsi ya 400.000), na L7 (SUV ifite imyanya itanu iri hagati ya 400.000 n'amafaranga 400.000).
Wenjie afite kandi moderi eshatu zigurishwa, M5 (250.000 zo mu rwego rwo hejuru zo mu bwoko bwa SUV), M7 nshya (300.000-ibyiciro 300-byicaro bitanu hagati ya SUV), na M9 (SUV yo mu rwego rwo hejuru 500.000).
2022 Wenjie M7, ihagaze kurwego rumwe na Ideal ONE, ituma Ideal yumva icyifuzo cyumukererwe bwa mbere.Muri rusange, 2022 Wenjie M7 na Ideal ONE bari murwego rumwe, ariko iyambere ifite igiciro kinini.Ugereranije nigiciro cya Ideal ONE, verisiyo yimodoka yinyuma ya 2022 Wenjie M7 ihendutse kandi hejuru-impera.Imbaraga za verisiyo ni nziza.Hano hari na TV nyinshi zamabara, firigo na sofa nini.Huawei yateje imbere amashanyarazi, sisitemu yo gucunga amashyuza nibindi byiza bya tekinike byongera ibicuruzwa byingenzi.
Mu gitero cya "ikiguzi-cyiza", igurishwa rya Ideal ONE ryatangiye kugabanuka mu kwezi ubwo 2022 Wenjie M7 yatangizwaga, bityo biba ngombwa ko ihagarika umusaruro hakiri kare.Hamwe nibi, hari nuruhererekane rwibiciro nko kwishyura abatanga igihombo kirenga miliyari 1, gutakaza amakipe, nibindi.
Rero, hari inyandiko ndende ya Weibo aho Li Xiang yemeye ko "yamugaye" na Wenjie, buri jambo rikarira."Twatunguwe no kubona ko ibibazo bibabaje twahuye nabyo mu bushakashatsi ku bicuruzwa no mu iterambere, kugurisha na serivisi, gutanga no gukora, imari mu muteguro, n'ibindi byakemuwe mu myaka irenga icumi ishize, cyangwa se hashize imyaka makumyabiri."
Mu nama y’ingamba muri Nzeri 2022, abayobozi b’ibigo bose bumvikanye kwigira kuri Huawei mu buryo bwose.Li Xiang ku giti cye yafashe iya mbere mu gushyiraho inzira ya IPMS kandi ahiga abantu bo muri Huawei kugira ngo bafashe umuryango kugera ku bwihindurize.
Zou Liangjun, visi perezida mukuru w’ibicuruzwa na serivisi bya Li Auto, yahoze ari umuyobozi w’icyubahiro.Yinjiye muri Li Auto umwaka ushize kandi ashinzwe kugurisha no gutanga serivisi, gucunga ibicuruzwa, gutanga, serivisi no kwishyuza.
Li Wenzhi wahoze ari umuyobozi w’ishami rishinzwe imicungire ya HRBP ku isi ya Huawei, na we yinjiye muri Li Auto umwaka ushize kandi akora nk'umuyobozi w’ibiro bya CFO, ushinzwe ibikorwa bya Li Auto, imitunganyirize n’ivugurura ry’imari.Li Wenzhi yakoreye Huawei imyaka 18, muri yo imyaka 16 ya mbere yari ishinzwe kugurisha ku masoko yo mu gihugu ndetse no mu mahanga, naho imyaka ibiri ishize yari ishinzwe imirimo y’abakozi.
Xie Yan, wahoze ari visi perezida w’ishami rya software rya Huawei, akaba n'umuyobozi w’ishami rya Terminal OS, yinjiye muri Li Auto nka CTO umwaka ushize.Yari ashinzwe cyane cyane guteza imbere ishyirwa mu bikorwa rya chip-yateje imbere, harimo na Li Auto yikorera wenyine ndetse na sisitemu yo kubara.Ashinzwe kandi komite tekinike ya AI yashyizweho na Ideal.
Ku rugero runaka, mbere yuko izamuka rya Wenjie, Ideal yaremye "Huawei nto" mu nganda z’imodoka, kandi uburyo bwo gutunganya no gukoresha uburyo bwo kurwanya bwateye imbere vuba.Intsinzi ya moderi ya L yabaye akazi keza.
Ariko mu isesengura rya nyuma, Huawei ni isosiyete yo mu Bushinwa idashobora kwiganwa.Ibi bigaragarira cyane cyane mu kwegeranya ikoranabuhanga mu rwego rwa ICT, ubugari n'uburebure bw'umutungo wa R&D, uburambe bwo gutsinda isoko y'isi, hamwe n'ubushobozi butagereranywa bw'ikirango.
Intambwe yambere kugirango Huawei yinjire mu nganda z’imodoka no kwikuramo igihombo ni ugukora ibipimo byo mu rwego rwa pigiseli binyuranye n’ibitekerezo by’umuyobozi mu gice cy’isoko.Umwarimu azerekana ibibazo abanyeshuri bakoze.
M7 nshya igamije L7 nziza, uyikoresha nkicyitegererezo cyo kugereranya kugirango ukoreshe neza inyungu zayo.M9 imaze gutangizwa, yabaye umunywanyi utaziguye kuri L9 nziza.Ku bijyanye n'ibipimo, byerekana "ibyo abandi badafite, mfite, n'ibyo abandi bafite, mfite indashyikirwa";kubijyanye nibicuruzwa ubwabyo, chassis, imbaraga, cockpit hamwe nubushoferi bwubwenge nabyo byerekana imikorere itangaje.
Ku bijyanye n'ukuntu Ideal ibona Huawei, Li Xiang yashimangiye kenshi ko "Ideal ikomeza imyitwarire myiza iyo ihuye na Huawei: kwiga 80%, kubahana 20%, na 0% binubira."
Iyo imbaraga zombi zirushanwe, akenshi zirushanwa kubitagenda neza.Nubwo inganda zigenda ziyongera, ibicuruzwa bizwi nyuma nibikorwa byo gutanga bizakomeza kuzana gushidikanya.Vuba aha, umuvuduko wubwiyongere bwibicuruzwa wagabanutse.Ku ya 27 Ugushyingo 2023, hateganijwe imodoka 100.000 za Wenjie M7;ku ya 26 Ukuboza 2023, hateganijwe imodoka 120.000 za Wenjie M7;ku ya 20 Mutarama 2024, hateganijwe imodoka 130.000 za Wenjie M7.Ibirarane byibyateganijwe byongereye abakiriya gutegereza-no-kubona.Cyane cyane mbere yumwaka mushya, abaguzi benshi bifuza gufata imodoka zabo bakabajyana murugo umwaka mushya.Bamwe mu bakoresha bavuga ko byasezeranijwe gutangwa mu byumweru 4-6, ariko ubu abantu benshi ntibigeze bavuga imodoka mu byumweru birenga 12.Bamwe mu bakoresha bavuze ko ubu bisaba ibyumweru 6-8 gufata imodoka kugirango isanzwe, mugihe bitwara amezi 3 kuri verisiyo yohejuru.
Hariho ibibazo byinshi byingufu nshya zabuze isoko kubera ibibazo byubushobozi bwumusaruro.NIO ET5, Xpeng G9, na Changan Deep Blue SL03 bose bahuye nibibazo byo gutanga, kandi ibicuruzwa byabo byahindutse ubushyuhe n'ubukonje.
Intambara yo kugurisha ni ikizamini cyuzuye cyibiranga, ishyirahamwe, ibicuruzwa, kugurisha, urwego rutanga, hamwe nogutanga Ideal na Huawei bahura icyarimwe.Ikosa iryo ariryo ryose rishobora gutuma habaho impinduka zitunguranye mubihe byintambara.
02
Agace keza keza, nta gusubira inyuma
Kubitekerezo, nubwo bishobora kwihanganira urugamba nisi, 2024 izaba yuzuye ibibazo.Uburyo bwagaragaye ko bwatsinze isoko mugice cya mbere birashobora rwose gukomeza, ariko ntibishobora kwigana intsinzi ikurikira murwego rushya.Muyandi magambo, ibi ntibihagije.
Muri 2024, Li Auto yashyizeho intego yo kugurisha buri mwaka imodoka 800.000.Ku bwa Zou Liangjun, visi perezida mukuru wa Li Auto, ngo isoko nyamukuru rigabanyijemo ibice bitatu:
Ubwa mbere, L7 / L8 / L9 imodoka eshatu zigurishwa zifite impuzandengo yikigereranyo kirenga 300.000, naho intego ni 400.000 muri 2024;
Iya kabiri ni moderi nshya Ideal L6, ihagaze munsi ya 300.000.Bizashyirwa ahagaragara muri Mata kandi bizahangana no kugurisha buri kwezi kugurishwa 30.000 kandi biteganijwe ko bizagera kuri 270.000;
Iya gatatu ni amashanyarazi meza MPV Ideal MEGA, izashyirwa ahagaragara kandi itangwe muri Werurwe uyu mwaka.Bizarwanya intego yo kugurisha buri kwezi yibice 8000 kandi biteganijwe ko igurisha 80.000.Imodoka eshatu zose hamwe 750.000, hamwe n’ibinyabiziga 50.000 bisigaye bizaterwa n’amashanyarazi atatu y’amashanyarazi meza Ideal izashyira ahagaragara mu gice cya kabiri cyumwaka.
Kwagura ibicuruzwa matrix bizana amahirwe nibibazo.Ku isoko rya MPV MEGA igiye kwinjira, abanywanyi nka Xpeng X9, BYD Denza D9, Jikrypton 009, na Great Wall Weipai Alpine bakikijwe n'abanzi.Cyane cyane Xpeng X9, niyo moderi yonyine mubiciro byayo biza bisanzwe hamwe na moteri yinyuma yinyuma hamwe namasoko abiri yo mu kirere.Hamwe nigiciro cya 350.000-400.000 yuan, birahendutse cyane.Ibinyuranye, niba MEGA igurwa amafaranga arenga 500.000 yuan irashobora kwishyurwa nisoko iracyakeneye kugenzurwa.
Kwinjira ku isoko ry'amashanyarazi meza bisobanura kandi ko Ideal igomba guhatana imbona nkubone nka Tesla, Xpeng, na NIO.Ibi bivuze ko Ideal igomba gushora byinshi mubuhanga bwibanze nka bateri, ubwenge, no kuzuza ingufu.Cyane cyane kubiciro byibicuruzwa byingenzi bya Ideal, ishoramari muburambe bwo kuzuza ingufu ni ngombwa.
Kugurisha intera yagutse hamwe nibinyabiziga byamashanyarazi neza nabyo bizaba ikibazo gishya kubushobozi bwiza bwo kugurisha.Byiza, ihindagurika ryumuyoboro rigomba gukorwa hashingiwe ku kugenzura ibiciro no kongera umusaruro wo kugurisha mu buryo butaziguye.
Kwifashisha ibikoresho byakusanyirijwe mu ntsinzi mu gice cya mbere, Ideal izatangira kwihutisha imiterere yayo yose mu 2024. Kunoza imikorere no kuzuza ibitagenda neza nibyo byibandwaho muri Ideal uyu mwaka.
Ku bijyanye n’ubutasi, mu gihembwe cya gatatu cy’umwaka ushize wahamagawe mu nama, Perezida wa Auto Auto na Engineer Ma Donghui yavuze ko Li Auto izafata “gutwara ibinyabiziga bifite ubwenge” nk’intego nyamukuru y’ibanze.Mugihe cya 2025, biteganijwe ko ingano ya Li Auto ifite ubwenge yo gutwara imodoka R&D iziyongera kuva kubantu 900.Yaguwe ku bantu barenga 2,500.
Mu rwego rwo guhangana n’igitutu cya Huawei cyo kwagura ububiko bwayo, Ideal izongera ishoramari mu miyoboro.Muri 2024, umuyoboro wo kugurisha Ideal uzakomeza kwaguka no mu mijyi yo mu cyiciro cya gatatu n'icya kane.Biteganijwe ko izagera ku mijyi yo mu cyiciro cya gatatu mu mpera za 2024, aho ikigereranyo kirenga 70% mu mijyi yo mu cyiciro cya kane.Muri icyo gihe, Li Auto irateganya gufungura amaduka 800 mu mpera zuyu mwaka kugirango ishyigikire intego yayo yo kugurisha ku mwaka ibinyabiziga 800.000.
Mubyukuri, gutakaza ibicuruzwa mubyumweru bibiri byambere ntabwo byanze bikunze ari bibi kuri Ideal.Ku rugero runaka, Huawei numurwanya Ideal yahisemo cyane kandi arwanira.Niba twitegereje neza, dushobora kubona ibimenyetso nkibi muburyo bwo kwamamaza no gukoresha ingamba.
Urebye inganda zose zimodoka, nimwe mumasezerano make ko nukuba muri bake ba mbere uzagira amahirwe yo kubaho.Ubushobozi bwa Huawei mu nganda z’imodoka ntiburashyirwa ahagaragara, kandi abanywanyi bose bamaze kumva igitutu kidahumeka.Kubasha guhangana no kugereranya nabatavuga rumwe nuburyo bwiza bwo gushiraho umwanya kumasoko.Igikenewe ubutaha nuko Sun Gong yubaka umujyi mushya.
Mu marushanwa akaze, Ideal na Huawei bombi bagomba kwerekana amakarita yabo.Nta mukinnyi ushobora kwicara ngo arebe imirwano hagati yingwe ningwe.Ku nganda zose z’imodoka, icyerekezo kigaragara ni uko abantu bake bakivuga "Wei Xiaoli".Ibibazo nibitekerezo byubaka imbaraga-ebyiri, umutwe urihuta gutandukanya, Ingaruka ya Matayo irakomera, kandi amarushanwa azarushaho gukomera.Ayo masosiyete ari munsi yurutonde rwibicuruzwa, cyangwa se atari kurutonde, bizagira ibihe bigoye.
Igihe cyo kohereza: Mutarama-26-2024