Chapter 120: Responses of New Energy Vehicle Companies
"Me?" Lin Jia asked.
Chen Yuanguang nodded: "Yes, you have always liked cars, and you probably aren't that interested in human resources and comprehensive work in the Light Armor Department.
Do you want to try a new track?
Give life some new choices. "
Lin Jia changed the subject: "To be honest, I never really understood why you don't like driving?
It's as strange as boys not liking straight sticks. Shouldn't humans' preference for tools be innate?
The fact that humans have been able to develop from the beginning of their lives to what they are today is fundamentally due to their mastery of tools.
In modern society, for most people, cars are the most complex tools they can access. Controlling a car can make your speed a qualitative leap.
It seems like you haven't had this kind of driving pleasure since the beginning when I met you.
At that time, I thought it was because you didn't have a car, so you insisted that you didn't like it. Later, we knew each other for so many years, and we moved from Jiangda to New York. You were not short of money at that time, so you bought a broken second-hand Volkswagen as a commuter car.
Including the listing of Guangjia Technology in recent years, normal young men will buy luxury cars for themselves. If the relevant authorities had not told you not to drive a Tesla, you would probably continue to drive the Tesla that Musk gave you when he came to China.
Tell me, why don’t you like driving?
Chen Yuanguang just thinks there are not so many whys in the world. "Because it's troublesome, I think driving is an energy-consuming thing. My energy is very precious and I don't want to waste it on this.
You see, we are on the road now, you have to keep an eye on the road, and I can rest and enjoy the surrounding scenery. "
Chen Yuanguang went on to say: “Whether people like tools depends on the situation. How many people like to work with computers?
People like computers because they are entertaining.
I don’t have the time to enjoy the so-called driving pleasure, and naturally I have no interest in cars.”
Chen Yuanguang knew Lin Jia very well and knew that what he said was actually a promise: "What position do you want to start with at Xiaomi?"
Lin Jia glanced at him and said: "Guangjia Technology is just a small shareholder, you act as if you are driving the Xiaomi car.
We can definitely start with an external director, as an external director of Guangjia Technology, and then see if there are any other real positions vacant later.
I will definitely not be given the responsibility of personnel and finance, and I have not proven myself in marketing strategy, so it’s difficult. I will just take it one step at a time.”
Lin Jia is indeed more interested in new energy vehicles. In comparison, she has to face a large number of technical terms every day at Guangjia Aerospace. When she goes out to discuss cooperation and mergers and acquisitions with other companies or research institutes, she has to spend a lot of time preparing in advance.
Even though she went to Jiaotong University to attend classes, she still felt exhausted.
The Huaguo Compound Eye Project, jointly built by Guangjia Aerospace, Yenching University of Technology and the Institute of Electronic Radar of the Chinese Academy of Sciences, was finally located in Yudu.
As a representative of Guangjia Aerospace, Lin Jia has visited Chongqing many times to inspect the progress of this project. To be honest, she has no idea what phased array radar is, how to design it to have a wider coverage, and how to achieve higher accuracy.
Even if she had done her homework in advance, she didn't know whether the other party was fooling her or not. It was entirely up to the engineers of Light Armor Technology to make the judgment.
This was not good for Lin Jia, as she felt like things were out of her control.
Guangjia Technology also has similar problems. For example, when recruiting mid-level and above personnel, she cannot judge whether the candidates recommended by other executives appear to be suitable or are really suitable.
The threshold for making cars is much lower, especially electric cars, which is why she is more interested in it.
Seeing Lin Jia's high spirits, Chen Yuanguang said, "You can divide part of your work into two parts. As for Light Armor Aerospace, it's fine. It has always been in the exploration stage. Currently, there is only a small demand for senior executives in the R&D and market sectors.
You can throw this part out.”
Chen Yuanguang is quite open-minded. Guangjia Aerospace has no shortage of senior executives. Some of them are senior executives from the municipal investment companies behind it who want to come to Guangjia Aerospace for training.
As long as he controls the research direction, there will be no problems.
On the contrary, for a listed company like Guangjia Technology, after Chen Yuanguang invested in human hibernation technology, the company relies entirely on its own hematopoietic ability and will have higher requirements for management.
After listening to this, Lin Jia nodded silently: "We will discuss it in detail later on how to divide the work.
At the beginning, I could also take on three roles, because the responsibilities of an outside director in the early stage are very few, and the biggest responsibility is to hold meetings and board meetings. "
Lin Jia went on to say: "So the handover of work can be a slow process, handing it over slowly."
With Guangjia Technology investing in Xiaomi Auto, and two Jiangnan University alumni, Chen Yuanguang and Lei Jun, working together to build cars, new energy vehicle companies have begun to make efforts one after another.
The first to take action was Xiaopeng, which live-streamed its MPV Xiaopeng X9 on Douyin, which has not yet been officially launched.
Due to the production of a new generation of solar cells, Xiaopeng X9 also offers the option of optional perovskite batteries.
It is now early summer and the sun is shining brightly. Xiaopeng chose this time to live broadcast the long-distance driving of the X9.
“This time, we mainly wanted to show you the endurance function of the Xpeng X9, which is equipped with the new perovskite battery technology.
This battery is optional and can be installed on the roof or on the body of the car. Of course, you can also choose to wrap the entire car with perovskite batteries.
This is an optional part. If perovskite is selected, there will also be some modifications to the motor.
Let's briefly talk about the advantages. The roof alone is equipped with perovskite batteries, which can increase the X8's range by 9 kilometers during 60 hours of normal daylight in the Jiangsu, Zhejiang and Shanghai regions.
If it is a full body configuration, it can increase the range by 90 kilometers.
It has a range of 640 kilometers on its own, which is equivalent to an additional 60 to 90 kilometers with the perovskite battery as a power supplement.
What’s even more amazing about perovskite batteries is that they can also replenish energy in low-light environments at night.
This function is secondary to the supplement of battery life, and more importantly, it fundamentally solves the range anxiety of electric vehicles. "Xpeng executives talked freely while sitting in the car.
Because Xiaopeng X9 is the first new energy vehicle equipped with perovskite batteries this year, there are a lot of viewers in the Douyin live broadcast room, with more than people online within half an hour of the start of the broadcast.
Everyone is most curious about perovskite batteries. This technology has been promoted by various media since it was developed at the end of last year.
"Look, our battery level is now 5 percent, which means a red alarm has been issued. Let's find a charging station as soon as possible.
It is five o'clock in the afternoon now. We will park our car in the nearest open-air parking lot today, and we will meet in the live broadcast room at nine o'clock tomorrow morning. Let's see the energy replenishment effect of the perovskite battery from five o'clock to tomorrow morning. "
Xiaopeng also left a suspense.
At around 8:00 the next morning, the live broadcast room was full of people shouting to open the door. At 8:55, Xiaopeng’s executives appeared in the live broadcast room:
"Now let me show you the data on my phone. From 8 a.m. yesterday till now, I have charged 8% of the battery, which can run more than kilometers.
Even if you forget to charge your car and leave it parked on the side of the road for two hours, you can still drive it to the nearest open-air parking lot, right?
Then come back and drive home the next day.
Is there no more range anxiety? "
This technology is not a devastating blow to oil vehicles, but it can at least cause some damage to them.
Originally, the biggest advantage of gasoline vehicles for ordinary consumers was that they did not have to worry about battery life. Now, new energy vehicles have even less worries about battery life than you do.
If you run out of gas, oil can't fall from the sky, but if you run out of electricity, you can really charge your car from the sky.
"Although the Xpeng X9 is a pure electric vehicle, it can fundamentally solve everyone's range anxiety better than the extended-range model.
In addition, we want to experience another point. You can see that the current display shows that the power is 13%. We drive to the nearest charging station and charge it to % first. "
During the charging process, they pointed the camera at the display to see the charging efficiency: “You can see that the DC fast charging time is 20 minutes, and it can be charged from 20% to 10% in 80 minutes.
Because of the energy replenishment effect of the perovskite battery, the battery does not need to be preheated during the charging process like traditional electric vehicles, it can be charged directly. "
"Today we are going to drive from Shenhai to Jiaxing, a total distance of about 98 kilometers. You can see our battery consumption."
"In order to adapt to the perovskite battery, our motor has been made into a dual-wheel drive. When the power of the perovskite battery reaches 10%, we will give priority to using the power of this battery. After using %, we will switch to the conventional battery, and then switch back after the battery associated with the perovskite battery is charged.
This ensures maximum utilization of electrical energy.”
"It took us one and a half hours to drive from Shenhai to Jiaxing, a distance of about 98 kilometers. In fact, we only used 12% of the electricity, which is 15% lower than the theoretical value of 3%. This is the effect of perovskite batteries in replenishing energy."
From the beginning to the end of this online live broadcast, the screen was filled with comments of "awesome".
"Xiaopeng is awesome"
"Scented"
"I've seen many times that the battery life is overestimated, but this is the first time I've seen one underestimated."
“The oil car is finished. Is there still room for oil cars to survive in the face of perovskite batteries?”
The next day, Xpeng's stock price rose by ten percent, and the capital market voted with its feet.
But it is not just Xiaopeng that is rising, other new energy vehicles are also rising. With the support of perovskite batteries, the capital market unanimously believes that this will accelerate the containment of traditional fuel vehicles by new energy vehicles.
Various car reviewers have come out to explain their understanding of this:
"If you ask me, this technology is amazing. It is not just Xiaopeng's technology, but a technology that Guangjia Aerospace has licensed to every Chinese company.
Perovskite cells have four layers compared to traditional crystalline silicon cells, which greatly increases their photoelectric conversion efficiency, resulting in the amazing effect we saw in the live broadcast.
I feel that if Tesla cannot obtain the authorization of Light Armor Aerospace, their market will be over. In the future, this technology will become standard. If you don’t have it and still want to be in the price range of 20 to 30, I think it’s impossible.
Especially on the highway, other cars can park there and use solar energy to keep on running, but electric cars without this technology can only watch the battery power run out bit by bit.
Can you bear this?
I still hold the same view that this technology is very critical, whether it is the showdown between electric vehicles and oil vehicles, or the encirclement of Tesla by domestic new energy vehicles.
If I were Musk, I would go to Washington to complain overnight. If they don’t give the green light to Light Mech Aerospace, we’re doomed.”
“After watching the live broadcast of Xiaopeng X9, I have been waiting for its release. This should be the blockbuster product of this year, the first electric car that truly has no range anxiety.
I want to know when this technology will be applied to the P7 model, the MPV is still too big. "
And Li Bin, the founder of NIO, was also asked related questions crazily during his live broadcast on Douyin.
"Will we use perovskite battery technology? Definitely, definitely. We have been in contact with Guangjia Aerospace since the technology was developed at the end of last year, and we also obtained the authorization last year.
At that time, a group of car companies signed the licensing contract together. Yes, Guangshen is a very good person and will not give or withhold the technology to anyone just because of technology monopoly. "
"He has given authorization to all Chinese car companies, and the price is very reasonable. I think the price is quite reasonable. After all, technology research and development is also a huge investment."
"I can't tell you the exact amount, as it involves a confidentiality agreement. I can only say it's not a lot."
"NIO's new cars after this year's facelift will definitely give everyone the option of installing perovskite batteries, for sure."
"Did I watch the live broadcast of Xiaopeng X9? How does Weilai's technology compare with Xiaopeng's? I did watch it. Of course I did. Our vice president asked me to watch it on the day of the live broadcast.
If we only talk about the application of perovskite battery technology in new energy vehicles, I think we will not be weaker than Xiaopeng.
Our design logic for the three electrics is similar to that of Xiaopeng.”
"But there is one thing. Because the Xiaopeng X9 is an MPV, its solar cell area is larger. Ours is an SUV and a sedan, which can support a smaller solar cell area. It can also play a role in replenishing energy and increasing battery life, but not as obvious as that of an MPV."
"Can you tell me what kind of black technology will be produced by the joint efforts of Xiaomi and Guangjia Aerospace to build cars? I really don't know, but I believe that executives of other companies in the industry should want to know. Everyone is very curious.
Like you, I am very curious about what technology the God of Light will give to Xiaomi."
“Are you scared? Of course not. NIO has grown over the years. We will not be scared because of one person.”
“In fact, there is one thing I can tell you, that is, the battery swap stations that NIO is building in Jiangsu, Zhejiang and Shanghai this year will all use the new perovskite battery.
Before, we always wanted to use photovoltaic technology to make full use of the space of the battery swap station.
Now that we have a new generation of perovskite batteries, we have signed a strategic cooperation agreement with LONGi. Subsequent battery swap stations will directly install the latest generation of hybrid passivated back contact batteries on the top, which use perovskite coating.
Yes, it costs more, but the benefits are also greater.”
“Is the cash flow healthy? NIO’s cash flow is very healthy, and car owners don’t have to worry about us running away.
We have been looking for partners to build battery swap stations, including Guangjia Technology, and they are very interested in building a new generation of battery swap stations.”
Li Bin was very easy-going during his live broadcast, and he would answer almost every question from netizens.
NIO is a rare high-end brand in the electric car industry and is known for its losses. It loses money on every car it sells. According to the financial report, NIO loses hundreds of thousands of dollars on every car it sells.
Some netizens jokingly called NIO a patriotic brand, the Luckin Coffee of new energy, which exploits Wall Street to subsidize Chinese consumers.
The founder of NIO live-streamed on TikTok, while Xpeng asked its executives to live-stream the X9's endurance technology on TikTok. The main battlefield for the founder of Ideal was Weibo.
Li Xiang himself has been a Weibo celebrity for many years. He has posted several Weibo posts in a row:
"The new generation of solar energy technology is another subversion of new energy vehicles. Its effect is limited but it can change consumers' perceptions. From today on, consumers will no longer have mileage anxiety about new energy vehicles.
Therefore, Ideal will definitely develop towards pure electric in the future, and will definitely have pure electric models, including the MPV we will launch early next year, which will be pure electric and will also be equipped with a new generation of solar cell technology.”
"We are competitors and friends with Xiaopeng. We are both rivals and friends. There is competition between us, but it is not a zero-sum game. We are working together to grab the market share of joint venture brands."
In addition to NIO, Xiaopeng and Li Auto, other new energy vehicle companies have also stated that they have authorization and will launch models equipped with the new generation of perovskite battery technology in the future.
For a time, perovskite became a consensus among consumers of new energy vehicles, and only vehicles equipped with this thing were high-end enough.
This has seriously affected Tesla's sales. As an American company, it is not that Light Armor Aerospace does not authorize Tesla, but that the White House does not allow Tesla and Light Armor Aerospace to cooperate.
In just two weeks, Tesla's sales fell by 25 percent.
Of course, sales of almost all new energy vehicles at this price point are declining.
Because potential consumers are waiting and watching, everyone wants to wait until new energy vehicles equipped with perovskite battery technology come out before buying.
It’s just that Tesla’s price cuts were particularly severe.
It was only then that Chinese consumers realized that Tesla is an American brand and it could not obtain authorization.
There is a strange phenomenon among Chinese consumers. Most of the time, they don’t care whether the brand is domestic or foreign. They prioritize cost-effectiveness.
However, when foreign brands have the quality to replace their domestic brands, these foreign brands will experience a cliff-like decline and suddenly disappear.
People bought Tesla before because they had no choice and didn't care whether it was an American brand or a Chinese brand. But when you can't use China's most advanced battery technology, Chinese consumers will become suspicious and resist the entire brand.
Tesla's sales in China have been very stable. After two consecutive weeks of sharp decline, the president of Greater China flew to California overnight to report to Musk.
Musk was overwhelmed after hearing this. As a technology fanatic, he knew from the first day that perovskite battery news came out that this thing would have a huge impact on the electric vehicle market.
He became more convinced after obtaining the experimental data of perovskite batteries.
But he never expected that America itself would ban it.
(End of this chapter)