??-To The Moon - Tiger Brokers Online Investing Community

Like
Comment
Favorite

Chiazhe
2021-06-21

Baidu builds cars, Geely "works"

在互联网造车浪潮中，百度与吉利合资成立的“集度汽车”可谓备受关注。近日，传出相关消息，百度在北京独资成立“集度科技”，另一边吉利汽车研究院有限公司也公开了一项自动驾驶技术领域专利。在集度汽车尚未量产

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment

Top
Latest

No comments yet

Most Discussed

{"i18n":{"language":"en_US"},"data":{"magic":2,"id":167825650,"tweetId":"167825650","gmtCreate":1624260732370,"gmtModify":1703831815341,"author":{"id":3575272463691980,"idStr":"3575272463691980","authorId":3575272463691980,"authorIdStr":"3575272463691980","name":"Chiazhe","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>??</body></html>","htmlText":"<html><head></head><body>??</body></html>","text":"??","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/167825650","repostId":2145085633,"repostType":4,"repost":{"id":"2145085633","kind":"news","pubTimestamp":1624258081,"share":"https://ttm.financial/m/news/2145085633?lang=en_US&edition=fundamental","pubTime":"2021-06-21 14:48","market":"us","language":"zh","title":"Baidu builds cars, Geely \"works\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2145085633","media":"互联网风云榜","summary":"在互联网造车浪潮中，百度与吉利合资成立的“集度汽车”可谓备受关注。近日，传出相关消息，百度在北京独资成立“集度科技”，另一边吉利汽车研究院有限公司也公开了一项自动驾驶技术领域专利。\n在集度汽车尚未量产","content":"In the wave of Internet car-making,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>\"Jidu Automobile\", a joint venture with Geely, has attracted much attention. Recently, relevant news came out that Baidu established a wholly-owned \"Jidu Technology\" in Beijing. On the other hand,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Research Institute Co., Ltd. also disclosed a patent in the field of autonomous driving technology.At the moment when Jidu Automobile has not yet been mass-produced and sold, Baidu and Geely seem to have begun to make their own small calculations. What kind of development will Jidu Automobile have now and in the future?Desperate bets on concentrationAs one of the three BAT giants in the Internet era, Baidu has cooperated with Ali in the mobile Internet era<a href=\"https://laohu8.com/S/00700\">Tencent</a>Compared with the sense of existence, Baidu has found a breakthrough for itself in the next wave of technology under the crisis-AI (artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>), Baidu's emphasis on AI can be found from a keynote speech by Lu Qi, then president and COO of Baidu Group. Lu Qi believed: \"AI is a historic opportunity for China, and the depth and breadth of AI's impact on society are unprecedented.\"As a result, Baidu shouted the slogan \"All in AI\".In the past ten years, Baidu's annual R&D investment accounted for more than 15% of its revenue, of which AI technology is Baidu's key layout. In 2020<a href=\"https://laohu8.com/S/000931\">Zhongguancun</a>Li Yanhong, founder, chairman and CEO of Baidu, once publicly expressed his attitude towards AI on the forum. He believes that Baidu's investment in AI is long-term and continuous. AI has lived up to Baidu's expectations and has contributed an important force to Baidu's technological innovation in the fields of algorithms, voice interaction, autonomous driving, etc. It has also added chips to Baidu, which is gradually falling behind among the three BAT giants.Among the related technologies derived from AI, autonomous driving technology is the main observation point for judging whether a new energy vehicle company has strength in the current hot new energy vehicle manufacturing industry, and it also coincides with the trend of the policy times. Autonomous driving Technology is about to be fully commercialized. Baidu, which has devoted itself to studying AI for many years, has been at the forefront of the world in autonomous driving technology. Some voices even believe that when the era of autonomous driving and vehicle-road collaboration comes, Baidu's technology will become the standard for the construction of China's vehicle-road collaboration system.Baidu, which has mastered the key technologies of new energy car manufacturing, recalled that it had fallen behind in the era of mobile Internet. Baidu, which had missed the migration of PC devices to mobile phones, did not want to miss the construction of the next ecosystem. With its leadership in autonomous driving technology, Baidu decided to enter the game. Building cars has become the only one among the three BAT giants that has personally built cars.Baidu, which personally builds cars, may be the one with the highest degree of freedom and best understanding of car building among the three BAT giants, but it is not the fastest and farthest runner in terms of the time to enter the game and the distance to run out.Tencent<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobile holds 10% of the shares and is the second largest shareholder of Nio. The largest shareholder is Li Bin, founder of Nio. Baidu is also included in Nio's shareholder list, but it is understood that Baidu currently only holds about 1% of Nio's shares.Ali is<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>The second largest shareholder of Alibaba, holding 12% of the shares. The largest shareholder is He XPeng, founder of XPeng Automobile. At the same time, Alibaba and<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>There is also relevant cooperation in the automotive field.Nio, XPeng, and Ideal, as the leading new forces of domestic new energy vehicles, are undoubtedly powerful. Now they have successfully landed on the U.S. stock market, and their market values have reached tens of billions of dollars. However, as early as 2016, Nio, XPeng, and Ideal have all contacted Baidu in the hope of obtaining funds, but none of them have reached large-scale cooperation. The reason may be Baidu's emphasis on autonomous driving and automotive intelligence.Baidu's car-making plan may become an \"intelligent transportation plan\". As mentioned earlier, the reason why Baidu cares about autonomous driving and intelligence may be because it has missed the lesson of \"PC → mobile phone\" equipment replacement. In the layout of smart cars, a large mobile device that can be regarded as an ecological collection terminal, Baidu doesn't want to give up, but plans to do it himself.As a result, Jidu Automobile was born. Although in Jidu's equity composition, it can be clearly seen that Geely, another major shareholder of the company, holds more than 40% of the shares, Baidu, which holds up to 55% of the shares, has absolute voting rights. Geely is in Jidu's identity is like a \"worker\" who is only responsible for production and manufacturing. Behind Baidu's absolute voting rights over Jidu, a problem is also exposed. Can Geely be willing to be just a \"wage earner\"?Geely: Make other people's money and create your own dreamsAlthough Geely has become the sales king of independent car companies with the success of fuel vehicles, Geely still has a blue dream.In 2015, Geely released the \"Blue Geely Action\", hoping to achieve the goal of new energy vehicles accounting for more than 90% of total sales in 2020. In the past five years, Geely sold 68,142 new energy vehicles in 2020, accounting for only 5.16% of the total sales. Tracing back to the reasons for Geely's failure, the \"oil-to-electricity\" route of changing the soup without changing the medicine may be the biggest reason.At present, the \"Emgrand EV\" series, the main force of Geely's electric vehicle sales, is derived from the \"oil-to-electricity\" fuel model Emgrand. Although the EV series has changed the power supply mode from fuel to electric, the overall structure of the body has not been completely redesigned, and the appearance and most structures are still fuel models. It is difficult to distinguish between electric and fuel models in appearance, and in terms of pricing, the electric version is nearly half more expensive than the fuel version. The fuel version is priced at 69,800-100,800 yuan, and the electric version is priced at 193,300-238,300 yuan.For consumers, it is difficult to pay for the extra premium in the face of Emgrand EV whose power mode has only changed, but its vehicle configuration has not been greatly improved. Geely, which is caught in the dilemma of new energy, urgently needs to abandon the \"oil-to-electricity\" route and increase investment in the research and development of real new energy vehicles.As a result, the reason why Baidu chose Geely as a partner also surfaced. Along with the cooperation between Baidu and Geely in building cars, the news came out of Geely's \"SEA Vast Architecture\" (hereinafter referred to as SEA).SEA is a pure electric vehicle production platform developed by Geely with an investment of 18 billion yuan and four years. It can realize the production of models with a wheelbase of 1800mm-3300mm, covering full size from A-class cars to E-class cars. Judging from Baidu's betting on AI car manufacturing on Geely, the SEA production platform has a leading edge. The reason why Baidu chose to cooperate with Geely to build cars may be precisely because of the power of the SEA platform.Relying on the SEA platform, Geely also launched a new pure electric model \"Jikrypton 001\" at the beginning of the year. It is a young hunting model with the appearance of frameless doors, an acceleration of 100 kilometers in 3.8 seconds and a battery life of 712km. The vehicle intelligent system plus Yamaha's customized speakers, from just needed to<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>The configuration should be complete, and Geely seems to understand the rules of the new energy vehicle track. However, in the face of the huge R&D costs of the SEA platform and new models, Geely, which has tight cash flow, urgently needs to recover its blood, and has spent 18 billion yuan. The SEA platform has become Geely's money printing machine and part-time machine.At present, the supply chain of domestic new energy vehicles is gradually improving, and Internet companies have entered the market to build cars one after another. This is related to the issue of automobile production qualifications. Internet companies often use OEM production when they start to build cars. Nio vehicles are manufactured by Jianghuai, and XPeng vehicles Previously it was by<a href=\"https://laohu8.com/S/000572\">Haima Auotmobile</a>OEM, the collection of OEM fees gives Geely the possibility of recovering blood. Taking Nio Jianghuai as an example, as of the end of 2019, Nio has paid JAC 604 million yuan in OEM fees, including manufacturing fees and loss compensation fees. Previously, Geely and Foxconn established a joint venture to provide OEM production and customized consulting services for global automobile and travel companies.Whether in the cooperation with Foxconn or Baidu, Geely's role focuses on production. Relying on the productivity recovery of the SEA platform, feeding back the R&D investment of its own new energy models seems to have become Geely's current strategic layout. According to Tianyancha, Geely disclosed a patent for autonomous driving-related technologies on June 8. Geely, which is engaged in autonomous driving research and development while making money, is obviously unwilling to just be a wage earner, but to dream of the future.Jidu's hidden worries are more than Geely's \"multitasking\"Geely's \"Three Caves of Cunning Rabbits\" divides eggs into different baskets in order to achieve itself after all. Baidu's wholly-owned establishment of \"Jidu Technology\" as a technology supplier to provide intelligent-related technologies such as autonomous driving to Jidu Automobile is a \"defense against people\". Heart is indispensable \". Baidu and Geely, who each have their own thoughts, don't seem to want their efforts to become the dowry of others, but the rapidly changing new energy market is no longer what it was.Previously, the competition in the new energy vehicle track revolved around two cores, one is battery life, and the other is intelligence (including autonomous driving, smart cockpit, Internet of Vehicles, etc.). At present, the new energy vehicle industry has the highest market value<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>For example, its CEO Elon Musk once said that autonomous driving can make Tesla's market value reach 500 billion US dollars, which is a basic driving force for Tesla.It is true that Jidu Automobile relies on Baidu's autonomous driving technology, and Geely's manufacturing capabilities complement its core competitiveness, but in this fledgling emerging industry, there are more unknowns.Take Nio, which is in a leading position among the new domestic car-making forces, as an example. Nio's current market value is ahead of new forces such as Ideal and XPeng, and its Q1 sales in 2021 are also in a leading position. It is Tesla's most powerful competitor at the moment. In addition to sufficient product strength, Nio's advantage lies in its perfect service capabilities. This may also be the third competitiveness extended after battery life and intelligence in the new energy vehicle market.Why is it said that service power extends from battery life and intelligence? Continuing to take Nio as an example, Nio is the only brand in the current new energy vehicle market that equips car owners with a battery swap station. The essence of the battery swap service is \"energy replenishment\", which solves the problem of rigid demand for electric vehicle battery life. At present, Nio's updated second-generation battery swap stations are basically the same as gas stations in terms of energy replenishment time. At a time when the cruising range and charging speed of electric vehicles are limited, battery swap, a relatively efficient energy replenishment method, provides differentiated product competitiveness.Looking back at Jidu Automobile, in the future, when autonomous driving technology and supply chain gradually mature and open source, although Jidu has no shortcomings, it also has no characteristics. Nio has a mature service foundation, and XPeng has intelligence and autonomous driving. And now it has been mass-produced, so it is ideal to have extended range to solve the anxiety problem of battery life. Will Jidu surprise consumers when mass-produced models are launched, or will it fall into homogeneous competition?But thinking of what Xia Yiping, CEO of Jidu, said at the media communication meeting, \"There are no competing products\", perhaps we should believe Baidu.","source":"lsy1601291937209","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Baidu builds cars, Geely \"works\"</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBaidu builds cars, Geely \"works\"\n</h2>\n<h4 class=\"meta\">\n\n互联网风云榜2021-06-21 14:48\n\n</h4>\n</header>\n<article>\nIn the wave of Internet car-making,<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>\"Jidu Automobile\", a joint venture with Geely, has attracted much attention. Recently, relevant news came out that Baidu established a wholly-owned \"Jidu Technology\" in Beijing. On the other hand,<a href=\"https://laohu8.com/S/00175\">Geely Automobile</a>Research Institute Co., Ltd. also disclosed a patent in the field of autonomous driving technology.At the moment when Jidu Automobile has not yet been mass-produced and sold, Baidu and Geely seem to have begun to make their own small calculations. What kind of development will Jidu Automobile have now and in the future?Desperate bets on concentrationAs one of the three BAT giants in the Internet era, Baidu has cooperated with Ali in the mobile Internet era<a href=\"https://laohu8.com/S/00700\">Tencent</a>Compared with the sense of existence, Baidu has found a breakthrough for itself in the next wave of technology under the crisis-AI (artificial<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>), Baidu's emphasis on AI can be found from a keynote speech by Lu Qi, then president and COO of Baidu Group. Lu Qi believed: \"AI is a historic opportunity for China, and the depth and breadth of AI's impact on society are unprecedented.\"As a result, Baidu shouted the slogan \"All in AI\".In the past ten years, Baidu's annual R&D investment accounted for more than 15% of its revenue, of which AI technology is Baidu's key layout. In 2020<a href=\"https://laohu8.com/S/000931\">Zhongguancun</a>Li Yanhong, founder, chairman and CEO of Baidu, once publicly expressed his attitude towards AI on the forum. He believes that Baidu's investment in AI is long-term and continuous. AI has lived up to Baidu's expectations and has contributed an important force to Baidu's technological innovation in the fields of algorithms, voice interaction, autonomous driving, etc. It has also added chips to Baidu, which is gradually falling behind among the three BAT giants.Among the related technologies derived from AI, autonomous driving technology is the main observation point for judging whether a new energy vehicle company has strength in the current hot new energy vehicle manufacturing industry, and it also coincides with the trend of the policy times. Autonomous driving Technology is about to be fully commercialized. Baidu, which has devoted itself to studying AI for many years, has been at the forefront of the world in autonomous driving technology. Some voices even believe that when the era of autonomous driving and vehicle-road collaboration comes, Baidu's technology will become the standard for the construction of China's vehicle-road collaboration system.Baidu, which has mastered the key technologies of new energy car manufacturing, recalled that it had fallen behind in the era of mobile Internet. Baidu, which had missed the migration of PC devices to mobile phones, did not want to miss the construction of the next ecosystem. With its leadership in autonomous driving technology, Baidu decided to enter the game. Building cars has become the only one among the three BAT giants that has personally built cars.Baidu, which personally builds cars, may be the one with the highest degree of freedom and best understanding of car building among the three BAT giants, but it is not the fastest and farthest runner in terms of the time to enter the game and the distance to run out.Tencent<a href=\"https://laohu8.com/S/NIO\">Nio</a>Automobile holds 10% of the shares and is the second largest shareholder of Nio. The largest shareholder is Li Bin, founder of Nio. Baidu is also included in Nio's shareholder list, but it is understood that Baidu currently only holds about 1% of Nio's shares.Ali is<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>The second largest shareholder of Alibaba, holding 12% of the shares. The largest shareholder is He XPeng, founder of XPeng Automobile. At the same time, Alibaba and<a href=\"https://laohu8.com/S/600104\">SAIC Group</a>There is also relevant cooperation in the automotive field.Nio, XPeng, and Ideal, as the leading new forces of domestic new energy vehicles, are undoubtedly powerful. Now they have successfully landed on the U.S. stock market, and their market values have reached tens of billions of dollars. However, as early as 2016, Nio, XPeng, and Ideal have all contacted Baidu in the hope of obtaining funds, but none of them have reached large-scale cooperation. The reason may be Baidu's emphasis on autonomous driving and automotive intelligence.Baidu's car-making plan may become an \"intelligent transportation plan\". As mentioned earlier, the reason why Baidu cares about autonomous driving and intelligence may be because it has missed the lesson of \"PC → mobile phone\" equipment replacement. In the layout of smart cars, a large mobile device that can be regarded as an ecological collection terminal, Baidu doesn't want to give up, but plans to do it himself.As a result, Jidu Automobile was born. Although in Jidu's equity composition, it can be clearly seen that Geely, another major shareholder of the company, holds more than 40% of the shares, Baidu, which holds up to 55% of the shares, has absolute voting rights. Geely is in Jidu's identity is like a \"worker\" who is only responsible for production and manufacturing. Behind Baidu's absolute voting rights over Jidu, a problem is also exposed. Can Geely be willing to be just a \"wage earner\"?Geely: Make other people's money and create your own dreamsAlthough Geely has become the sales king of independent car companies with the success of fuel vehicles, Geely still has a blue dream.In 2015, Geely released the \"Blue Geely Action\", hoping to achieve the goal of new energy vehicles accounting for more than 90% of total sales in 2020. In the past five years, Geely sold 68,142 new energy vehicles in 2020, accounting for only 5.16% of the total sales. Tracing back to the reasons for Geely's failure, the \"oil-to-electricity\" route of changing the soup without changing the medicine may be the biggest reason.At present, the \"Emgrand EV\" series, the main force of Geely's electric vehicle sales, is derived from the \"oil-to-electricity\" fuel model Emgrand. Although the EV series has changed the power supply mode from fuel to electric, the overall structure of the body has not been completely redesigned, and the appearance and most structures are still fuel models. It is difficult to distinguish between electric and fuel models in appearance, and in terms of pricing, the electric version is nearly half more expensive than the fuel version. The fuel version is priced at 69,800-100,800 yuan, and the electric version is priced at 193,300-238,300 yuan.For consumers, it is difficult to pay for the extra premium in the face of Emgrand EV whose power mode has only changed, but its vehicle configuration has not been greatly improved. Geely, which is caught in the dilemma of new energy, urgently needs to abandon the \"oil-to-electricity\" route and increase investment in the research and development of real new energy vehicles.As a result, the reason why Baidu chose Geely as a partner also surfaced. Along with the cooperation between Baidu and Geely in building cars, the news came out of Geely's \"SEA Vast Architecture\" (hereinafter referred to as SEA).SEA is a pure electric vehicle production platform developed by Geely with an investment of 18 billion yuan and four years. It can realize the production of models with a wheelbase of 1800mm-3300mm, covering full size from A-class cars to E-class cars. Judging from Baidu's betting on AI car manufacturing on Geely, the SEA production platform has a leading edge. The reason why Baidu chose to cooperate with Geely to build cars may be precisely because of the power of the SEA platform.Relying on the SEA platform, Geely also launched a new pure electric model \"Jikrypton 001\" at the beginning of the year. It is a young hunting model with the appearance of frameless doors, an acceleration of 100 kilometers in 3.8 seconds and a battery life of 712km. The vehicle intelligent system plus Yamaha's customized speakers, from just needed to<a href=\"https://laohu8.com/S/DLX\">Luxurious</a>The configuration should be complete, and Geely seems to understand the rules of the new energy vehicle track. However, in the face of the huge R&D costs of the SEA platform and new models, Geely, which has tight cash flow, urgently needs to recover its blood, and has spent 18 billion yuan. The SEA platform has become Geely's money printing machine and part-time machine.At present, the supply chain of domestic new energy vehicles is gradually improving, and Internet companies have entered the market to build cars one after another. This is related to the issue of automobile production qualifications. Internet companies often use OEM production when they start to build cars. Nio vehicles are manufactured by Jianghuai, and XPeng vehicles Previously it was by<a href=\"https://laohu8.com/S/000572\">Haima Auotmobile</a>OEM, the collection of OEM fees gives Geely the possibility of recovering blood. Taking Nio Jianghuai as an example, as of the end of 2019, Nio has paid JAC 604 million yuan in OEM fees, including manufacturing fees and loss compensation fees. Previously, Geely and Foxconn established a joint venture to provide OEM production and customized consulting services for global automobile and travel companies.Whether in the cooperation with Foxconn or Baidu, Geely's role focuses on production. Relying on the productivity recovery of the SEA platform, feeding back the R&D investment of its own new energy models seems to have become Geely's current strategic layout. According to Tianyancha, Geely disclosed a patent for autonomous driving-related technologies on June 8. Geely, which is engaged in autonomous driving research and development while making money, is obviously unwilling to just be a wage earner, but to dream of the future.Jidu's hidden worries are more than Geely's \"multitasking\"Geely's \"Three Caves of Cunning Rabbits\" divides eggs into different baskets in order to achieve itself after all. Baidu's wholly-owned establishment of \"Jidu Technology\" as a technology supplier to provide intelligent-related technologies such as autonomous driving to Jidu Automobile is a \"defense against people\". Heart is indispensable \". Baidu and Geely, who each have their own thoughts, don't seem to want their efforts to become the dowry of others, but the rapidly changing new energy market is no longer what it was.Previously, the competition in the new energy vehicle track revolved around two cores, one is battery life, and the other is intelligence (including autonomous driving, smart cockpit, Internet of Vehicles, etc.). At present, the new energy vehicle industry has the highest market value<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>For example, its CEO Elon Musk once said that autonomous driving can make Tesla's market value reach 500 billion US dollars, which is a basic driving force for Tesla.It is true that Jidu Automobile relies on Baidu's autonomous driving technology, and Geely's manufacturing capabilities complement its core competitiveness, but in this fledgling emerging industry, there are more unknowns.Take Nio, which is in a leading position among the new domestic car-making forces, as an example. Nio's current market value is ahead of new forces such as Ideal and XPeng, and its Q1 sales in 2021 are also in a leading position. It is Tesla's most powerful competitor at the moment. In addition to sufficient product strength, Nio's advantage lies in its perfect service capabilities. This may also be the third competitiveness extended after battery life and intelligence in the new energy vehicle market.Why is it said that service power extends from battery life and intelligence? Continuing to take Nio as an example, Nio is the only brand in the current new energy vehicle market that equips car owners with a battery swap station. The essence of the battery swap service is \"energy replenishment\", which solves the problem of rigid demand for electric vehicle battery life. At present, Nio's updated second-generation battery swap stations are basically the same as gas stations in terms of energy replenishment time. At a time when the cruising range and charging speed of electric vehicles are limited, battery swap, a relatively efficient energy replenishment method, provides differentiated product competitiveness.Looking back at Jidu Automobile, in the future, when autonomous driving technology and supply chain gradually mature and open source, although Jidu has no shortcomings, it also has no characteristics. Nio has a mature service foundation, and XPeng has intelligence and autonomous driving. And now it has been mass-produced, so it is ideal to have extended range to solve the anxiety problem of battery life. Will Jidu surprise consumers when mass-produced models are launched, or will it fall into homogeneous competition?But thinking of what Xia Yiping, CEO of Jidu, said at the media communication meeting, \"There are no competing products\", perhaps we should believe Baidu.\n<div class=\"bt-text\">\n\n\n source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062114383077ea37af&s=b\">互联网风云榜</a>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3d671f82579a0f7a86039a21fe8fc002","relate_stocks":{"BIDU":"百度","09888":"百度集团-SW","00175":"吉利汽车"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062114383077ea37af&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145085633","content_text":"在互联网造车浪潮中，百度与吉利合资成立的“集度汽车”可谓备受关注。近日，传出相关消息，百度在北京独资成立“集度科技”，另一边吉利汽车研究院有限公司也公开了一项自动驾驶技术领域专利。\n在集度汽车尚未量产发售的当下，百度与吉利似乎已经开始打起了各自的小算盘，集度汽车的现在与未来会有怎样的发展呢？\n孤注一掷押注集度\n作为互联网时代的BAT三巨头之一，百度在移动互联网时代与阿里腾讯相比存在感稍有逊色，危机之下百度为自己在下一波科技浪潮中寻找了一个突破口——AI（人工智能），百度对于AI的重视，从时任百度集团总裁兼COO陆奇的一次主题演讲中可以发现，陆奇认为：“AI是中国的历史性机遇，AI对社会的影响深度和广度都是空前的。”\n由此，百度喊出了“All in AI”的口号。\n过去的十年百度每年的研发投入占营收的15%以上，其中AI技术是百度的重点布局，2020中关村论坛上百度创始人、董事长兼CEO李彦宏曾公开表示对于AI的态度，他认为百度对AI的投入是长期的、持续的。AI不负百度重望，在算法、语音交互、自动驾驶等领域为百度技术的革新贡献了重要力量，也为在BAT三巨头中逐渐掉队的百度再次增添了筹码。\n而在AI衍生出的相关技术中，自动驾驶技术在当下热门的新能源造车行业中，是评判一家新能源车企是否具有实力的主要观察点，并且又恰逢政策的时代趋势，自动驾驶技术即将完全落地商用。潜心钻研AI多年的百度，在自动驾驶技术上已经走在了国际前沿，甚至有声音认为，在自动驾驶与车路协同时代到来时，百度的技术将成为中国车路协同系统建设的制定标准。\n掌握新能源造车关键技术的百度，回忆起曾经在移动互联网时代的掉队，错过了PC设备向手机迁移的百度不想再错过下一个生态的建设，凭借在自动驾驶技术的领先，百度决定入局造车，成为了BAT三巨头中目前亲自下场造车的独一家。\n亲自下场造车的百度，可能是BAT三巨头中对造车这件事自由度最高和最了解的那个，但在入局时间和跑出去的距离上，称不上是跑的最快最远的那个。\n腾讯对蔚来汽车持股10%，是蔚来的第二大股东，第一大股东为蔚来创始人李斌，在蔚来的股东名单中也有百度的身影，但据了解目前百度只持有蔚来1%左右的股份。\n阿里则是小鹏汽车的第二大股东，持股比例12%，第一大股东为小鹏汽车创始人何小鹏，同时，阿里与上汽集团也在汽车领域有相关合作。\n蔚来、小鹏、理想作为国内新能源汽车的头部新势力，毫无疑问是具有实力的，如今都已成功登陆美股上市，市值均达到了百亿美元级别，但最早在2016年，蔚来、小鹏、理想都曾与百度接触希望拿到资金，但均未达成大规模的合作，究其原因或许是百度对自动驾驶和汽车智能的重视。\n百度的造车计划或许可以成为“智能交通计划”，前文已经提到百度之所以在意自动驾驶和智能的原因，或许是因为已经错过了“PC→手机”的设备更迭的教训，在智能汽车这个可以被看做一个生态集合终端的大型移动设备的布局上，百度不想拱手相让，而是打算自己下场亲自来做。\n由此，集度汽车诞生，虽然在集度的股权构成中，可以清晰的看到公司另一大股东吉利持股超过40%，但持股高达55%的百度拥有绝对投票权，吉利在集度的身份像是一个只负责生产制造的“工人”，百度对集度拥有绝对投票权的背后也暴露了一个问题，吉利能甘心只做一个“打工仔”吗？\n吉利：赚别人的钱，造自己的梦\n虽然凭借燃油车的成功，吉利已经成为了自主车企的销量王，但吉利依然有着一个蓝色的梦想。\n2015年吉利发布“蓝色吉利行动”，希望在2020年达成新能源汽车占总销量90%以上的目标。五年过去，吉利2020年新能源汽车销量为68142辆，仅占总销量的5.16%，追溯吉利失败的原因，换汤不换药的“油改电”路线或许是最大原因。\n吉利目前电动车销量的主力“帝豪EV”系列，就是由燃油车型帝豪“油改电”而来，EV系列虽然将动力的提供方式从燃油改为电动，但车身整体结构并未完全重新设计，外观以及大部分结构仍是沿用燃油车型。电动与燃油车型在外观上难以分辨，并且在定价上，电动版比燃油版却贵了接近一半，燃油版售价为6.98-10.08万元，电动版售价为19.33-23.83万元。\n对于消费者而言，面对只是动力方式发生改变，车辆配置却没有很大提升的帝豪EV，很难为多出的溢价买单，陷入新能源困境的吉利，亟需舍弃“油改电”的路线，在真正的新能源汽车研发上加大投入。\n由此，百度选择吉利作为合作伙伴的原因也浮出水面。随百度与吉利合作造车一起传出消息的是吉利“SEA浩瀚架构”（后简称SEA）的问世。\nSEA是吉利投入180亿元，花费四年时间研制的纯电车型生产平台，可实现轴距1800mm-3300mm的车型生产，从A级车到E级车全尺寸覆盖。从百度把AI造车的赌注压在吉利身上来看，SEA生产平台有着领先优势。百度选择与吉利合作造车的原因，或许正是因为SEA平台的强大。\n凭借SEA平台，吉利也在年初推出全新纯电车型“极氪001”，年轻的猎装车型加上无边框车门的外观，3.8秒的百公里加速加上712km的续航，车辆智能系统加上雅马哈的定制音箱，从刚需到豪华配置一应齐全，吉利似乎是搞懂了新能源汽车赛道的规则，但面对SEA平台与新车型巨大的研发成本支出，现金流紧绷的吉利亟需回血，耗费了180亿资金的SEA平台成了吉利的印钞机兼打工机器。\n当下国内新能源造车的供应链逐渐完善，互联网企业又纷纷入局造车，关系到汽车生产资质问题，互联网企业造车起步往往采用代工生产的方式，蔚来汽车由江淮代工，小鹏汽车此前是由海马汽车代工，代工费用的收取给了吉利回血的可能性，以蔚来江淮为例，截止2019年底，蔚来已向江淮支付6.04亿元的代工费用，其中包含制造费和亏损补偿费，此前吉利与富士康成立合资公司为全球汽车及出行企业提供代工生产及定制顾问服务。\n无论是在富士康还是百度的合作中，吉利所扮演的角色重点都在于生产，凭借SEA平台的生产力回血，反哺自家新能源车型的研发投入似乎成了吉利当下的战略布局。据天眼查显示，吉利在6月8日公开了一项自动驾驶相关技术专利，一边赚钱一边搞起自动驾驶研发的吉利，显然不甘心只做打工仔，而是逐梦未来。\n集度的隐忧不止吉利的“一心多用”\n吉利“狡兔三窟”把鸡蛋分在不同的篮子里终究是为了成就自己，百度独资成立“集度科技”以技术供应商的身份向集度汽车提供自动驾驶等智能相关技术是“防人之心不可无”。各怀心思的百度与吉利似乎都不想让自己的努力成了他人的嫁妆，但瞬息万变的新能源市场却早已不复当日。\n此前新能源汽车赛道的竞争围绕两个核心，一是续航，二是智能（其中包括自动驾驶、智能座舱、车联网等），以目前新能源汽车行业市值最高的特斯拉为例，其CEO埃隆·马斯克曾表示，自动驾驶可以让特斯拉市值达到5000亿美元，是特斯拉的一个基本驱动力。\n诚然，集度汽车依靠百度的自动驾驶技术，吉利的生产制造能力补全了核心竞争力，但在这个刚起步的新兴行业中，存在更多的是未知。\n以国内造车新势力中处于领跑地位的蔚来为例，蔚来目前市值领先于理想、小鹏等新势力，2021年Q1销量也处于领先地位，是特斯拉当下最有力的竞争者，蔚来领先的原因除产品力足够之外，优势在于完善的服务能力，这或许也是新能源汽车市场中，在续航与智能后延伸出的第三个竞争力。\n为什么说服务力是从续航与智能中延伸出的？继续以蔚来举例，蔚来是当下新能源汽车市场中唯一为车主配有换电站的品牌，换电这项服务的本质是“补能”，解决的是电动车续航的刚需问题，目前蔚来更新的二代换电站，在补能时间上基本与加油站持平，在电动车续航里程和充电速度有限的当下，换电这种相对高效的补能方式在用户选择购买车辆时，提供了差异化的产品竞争力，也就是依靠服务的加持促使销量的提升。\n重新回到集度汽车来看，未来自动驾驶技术与供应链逐渐成熟开源的情况下，集度虽然没有短板，但同样没有特点，蔚来有建设成熟的服务基础，小鹏有智能与自动驾驶并且当下已经量产，理想有增程式解决续航的焦虑问题，集度在量产车型推出时会给消费者带来惊喜，还是陷入同质化的竞争？\n但想起集度CEO夏一平在媒体沟通会上说的那句“没有竞品”，或许应该相信百度。","news_type":1,"symbols_score_info":{"BIDU":0.9,"09888":0.6,"00175":0.9}},"isVote":1,"tweetType":1,"viewCount":2306,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}