事事皆在人为,在这个网络无孔不入的年代,人的因素发挥着更多的作用。为此,北青汽车也选取了十位在2021年汽车行业发展中值得记录的“汽车人”。有人的地方就有江湖,有江湖就有英雄相惜,也有同病相怜。北青汽车将十位汽车人“CP”成五组。这五组人物,有得意者也有失意者,背后皆是2021年汽车行业的各种不平凡。

  CP1

  从产业链上下游改变汽车

  ●宁德时代·曾毓群

  2021年,新能源汽车产业链的“造富”能力越来越强,动力电池龙头企业宁德时代全年斩获67.55%的涨幅,将其董事长曾毓群送上了各类财富榜的榜首。

  据测算,曾毓群持有的宁德时代股权价值在3000亿元以上,而同样价值连城的是宁德时代在新能源汽车领域的巨大影响力。在动力电池板块,截至2021年11月,宁德时代已经占据全球动力电池市场31.8%的份额。

  坐稳了核心供应商的宁德时代,也在不断向产业链下游渗透。2021年5月,宁德时代通过全资子公司问鼎投资有限公司入股爱驰汽车,占股0.3%;8月,宁德时代还领投了吉利旗下极氪汽车的Pre-A轮融资。11月,宁德时代以7.7亿元增资入股长安汽车旗下高端电动化品牌阿维塔,一举成为其第二大股东。

  除此之外,2022年伊始,宁德时代又发布了基于电动车快速补能的换电品牌EVOGO,以动力电池制造商的身份进入了这个之前一直为电动车生产企业主导的市场。考虑到宁德时代在国内市场50%以上的占有率,“宁王”振臂一呼,换电市场风云将起。

  ●小米·雷军

  “小米有1080亿元现金储备。”为了造车而晒出手中的存款,小米科技CEO雷军的做法简单而直接。

  在去年3月30日的小米春季新品发布会上,雷军宣布,小米将进军智能电动汽车领域。并且官方表示,将成立全资子公司,负责智能电动汽车业务,由雷军亲自带队,首期投入100亿元,未来十年计划投入100亿美元。由此,小米正式进入造车领域。

  Neither as a supplier nor as an investor, Xiaomi entered the ranks of car manufacturers as a pure Internet company.

The most advantageous point is that it has a very complete ecological chain.

Shortly after the official announcement of the car, Lei Jun, chairman of Xiaomi, revealed in a live broadcast that Xiaomi's car will be equipped with Xiaomi's "family bucket", that is, Xiaomi's full set of intelligent configurations, such as air conditioners, purifiers, fresh air systems, humidifiers, Cooling water, etc., all come from the Xiaomi ecological chain.

It is conceivable that these elements will bring new ways of playing to Xiaomi's cars.

  CP2

  "Soul" car

  ●Huawei Yu Chengdong

  Although Huawei has repeatedly stated in public that it "does not build cars", in addition to a flagship folding phone, AITO was able to enjoy the "single link, single product" treatment at Huawei's winter new product launch conference on December 23 last year. The brand's first new car is the M5.

  It was Yu Chengdong, the executive director of Huawei who introduced the M5 to the audience, who is also Huawei's "spokesperson" in the automotive industry.

In May 2021, Huawei released Yu Chengdong's latest titles: Managing Director, Consumer BG CEO, and Smart Car Solutions BU CEO.

For the next six months, Yu Chengdong became a frequent visitor on behalf of Huawei to partners in the automotive industry.

  From the Extreme Fox S Huawei HI version to the Avita 11, Huawei made frequent moves in the automotive field last year, and Yu Chengdong continued to "voice" Huawei in the automotive industry in various ways.

  In contrast, the Wenjie M5 can be regarded as Huawei's "heart". This extended-range electric SUV has a pre-sale price range of 250,000-320,000 yuan.

Yu Chengdong personally appeared on the stage and introduced the new car to the audience: "The chassis of our car is a high-end million-dollar car chassis" "Its front suspension is a double wishbone independent suspension. We have seen many cars in order to reduce costs. The McPherson suspension is used, and the driving experience is unacceptable." "Our cruising range is basically three times that of normal electric vehicles, killing a lot of pure electric vehicles." I have to say that Yu Chengdong, who first introduced automobile products These remarks were full of offensiveness and caused a lot of heated discussions, but they also successfully brought the M5 into the focus of public opinion.

  Although he reiterated that Huawei "does not build cars", judging from Yu Chengdong's busyness and investment this year, Huawei, which "does not build cars", has been "infinitely close" to building cars.

  ●SAIC·Chen Hong

  As the head of China's most profitable listed car company, Chen Hong, chairman of SAIC Motor, has never lacked attention.

But in 2021, Chen Hong's most "hot" appearance was actually related to Huawei.

  2021年6月30日,在上汽股东大会上,面对股民“上汽是否会考虑在自动驾驶方面与华为等第三方公司合作”的提问,刚刚续任上汽董事长的陈虹表示:“与华为这样的第三方公司合作自动驾驶,上汽是不能接受的。如此一来,它就成了灵魂,而上汽就成了躯体。上汽要把灵魂掌握在自己手中。”

  这就是当时激起热烈讨论的“灵魂论”。毋庸置疑的是,以上汽集团的体量,必须要把核心技术掌握在手里,当年的发动机、变速箱和底盘如此,未来的自动驾驶、智能网联亦然。

  所以从某种角度上说,上汽集团拒绝华为也不乏道理。陈虹之所以因“灵魂论”而承压,更多的是因为上汽集团、特别是上汽的自主品牌近两年在自动驾驶和智能网联领域少有“出彩”。原本业内领先的“斑马”智能车机系统在一片“后浪”中被拍倒。批评者并不是质疑“上汽要把灵魂掌握在自己手中”,而是担忧上汽的“灵魂”在哪里。

  在“灵魂论”传出之际,陈虹刚刚得到续任。在之后的半年里,上汽旗下的R汽车更名为飞凡汽车开始正式进入市场,智己汽车的首款产品L7也启动了路测。不知这次,上汽能否找到新的“灵魂”。

  CP3

  高端化殊途同归

  ●吉利·李书福

  若论中国汽车人当中,谁在高端化的路上走得最远,当非吉利控股集团董事长、沃尔沃汽车集团董事长李书福莫属。当年万众瞩目的收购将李书福的吉利带上了高端化之路,而在接下来的几年里,吉利品牌成为自主品牌“一哥”,领克品牌在高端市场逐渐站稳了脚跟,沃尔沃汽车更实现了独立上市。

  到了去年4月,随着全新高端电动化品牌极氪的发布,李书福手中又多了一张高端化的王牌,身上也多了一个新头衔:极氪智能科技董事长。

  表面上脱胎于领克电动化车型计划的极氪,实际上是吉利倾力打造的浩瀚架构的产物。极氪品牌不仅是吉利专注于高端电动化的业务部门,也是对传统车企并不擅长的用户运营的一次尝试。在领克模式的基础上,极氪建立起类似新势力的保姆式的用户运营体系,从用户社区到订车、交付,再到用车、补能,极氪品牌体量虽小,却帮助吉利集团进入了高端化发展的一个新领域。

  ●长城·魏建军

  At the beginning of the year, the tank brand became independent. At the end of the year, a new car was unveiled in the salon, Wei brand opened a "cafe", and Euler raised a lot of "cats"... In the past year, Wei Jianjun, chairman of Great Wall Motors, saw that the company he built by himself was completed. A new look."

  No matter how people comment on Great Wall Motor's multi-brand and multi-category strategy, and what comments they have on the various names and shapes, it is undeniable that Great Wall Motor has become "interesting".

  Of course higher end.

The models of the Tank brand have achieved high premiums by virtue of the positioning of "hard-core off-road". With the support of a series of hybrid "coffee" models, the pricing range of the Wei brand is also increasing.

As for the salon that came the latest and also "goes the furthest", it directly entered the price range of 500,000 yuan.

  Now Wei Jianjun no longer needs to be the platform for many products under Great Wall as before, but needs to consider more far-reaching issues.

At the Great Wall Motor Technology Festival in June last year, Wei Jianjun proposed the goal of "selling 4 million vehicles in 2025, of which the sales of new energy vehicles will account for more than 80%, and the operating income will exceed 600 billion yuan". "Can Great Wall Motors survive next year?" The soul question is less than a year old.

  CP4

  rubbing the boss's traffic

  ●NIO · Li Bin

  "Why do people still buy gas cars?" During the NIO DAY 2021 event in December last year, Li Bin, chairman of NIO, raised a proud question.

  Someone immediately thought of another scene more than 1,000 years ago: hearing the news of the famine, Emperor Hui of Jin Sima Zhong asked his ministers: "Why not eat minced meat?"

  Although the annual sales of 3 million vehicles will be exceeded in 2021, the limitations of the popularity of new energy vehicles, especially pure electric vehicles, are still there.

The problems of shrinking cruising range and insufficient charging facilities are all stubborn diseases that restrict consumers from purchasing pure electric vehicles.

  Of course, most of Weilai's users are not listed here, because Weilai has more charging points, and services such as one-click power-up and one-click battery replacement are available.

However, the average selling price of Weilai is 428,000 yuan. Based on the income and consumption level of residents in my country, most consumers cannot afford the selling price of Weilai, and naturally they are not connected with these fast service methods.

  But this is the real situation of most electric vehicle consumers. Regrettably, as the leader of the new domestic car-making force, Li Bin "doesn't understand".

Many young people once regarded Li Bin, the man who had the "worst life" but never gave up, as an inspirational idol. In the blink of an eye, if the same group of people found themselves the target of Li Bin's "taunting", I don't know how they would feel.

  "Why not eat minced meat?" The person who said this is said to have some brain problems.

Li Bin is a smart person. "Why do people still buy gas cars?" It is better to ask less questions.

  ●Ideal · Li Xiang

  Li Xiangai is notorious for publicly scolding people.

In the year of 2021 alone, the person in charge of Volkswagen China who "wishfully wished" the parties in the Mercury Incident "filled their minds with mercury", and later posted the ideal ONE sales "secretly" questioned the program-extended hybrid technology route. , If you count the group car network that announced the official announcement of the car a few days ago, the name of an expert in the car circle is even more real.

  It is a pity that Li Xiang, who loves to be stubborn, has also been portrayed by some people as an upright image of "going straight" and "talking when you have something to say".

But in fact, as the person in charge of a car company, Li Xiang has not been completely reasonable and has no manners.

The "Mercury Incident" has not yet been publicly concluded. As a vehicle manufacturer, the ideal is always lacking an explanation; the act of forcibly comparing the sales volume is considered to be a lack of tolerance. is naming names.

  What's more interesting is that Li Xiang's "resentment" is not a matter of temperament, but a careful calculation.

At the Huawei's new product launch conference at the end of December last year, Yu Chengdong directly criticized the three-cylinder extended-range engine of a friend: "At least four cylinders are required, and you must not buy a three-cylinder engine when buying a car."

  This time, Li Xiang, who was dissed by his direct competitor, didn't say anything.

  CP5

  Front waves on the beach

  ●Evergrande · Dai Lei

  Evergrande's car-making thing, I'm afraid it will be yellow.

This is not unusual, but those who are familiar with the automobile circle will notice that this is another failure of Dai Lei, who has returned as the "Executive Vice President of Evergrande Automobile".

  From Infiniti to BMW, Dai Lei once had a smooth ride in the auto industry.

It is a pity that it is difficult for Dai Lei, who has embarked on the road of entrepreneurship, to continue his career.

Byton, which "lost" 8.4 billion yuan, is now in a mess, and Dai Lei has no choice but to leave and run away.

  Surprisingly, at the 2021 Shanghai Auto Show, Dai Lei returned to the public eye, and his new identity was the executive vice president of Evergrande.

It is a little embarrassing that Dai Lei, who has been in charge of the two luxury brands' business in China and joined the new car-making force first, can only be ranked in the second row in the introduction of Evergrande's executive team, and even his avatar is required. Small half size.

  What is even more embarrassing is that the "fence" behind Dai Lei fell down after "condescending" to stay on the fence for more than half a year.

  ●Weima·Shen Hui

  In 2021, the sales of new power car companies will generally increase.

When the heads of people are in great glory, Weimar and its founder Shen Hui are an exception.

  The originally rumored IPO in April failed to materialize, and the sales of several models also widened the gap with Wei Xiaoli, even not as good as the rookie Nezha and Leapmotor.

What's more serious is that in the past year, WM Motor has been on fire one after another: in September and October, there were 4 fires in succession; in December, another 3 vehicles caught fire.

  The "power lock" incident that followed was considered to be a confirmation that Weimar's battery was defective: in the winter when the battery life was severely reduced, Weimar limited the available battery power without notifying the user.

In some cases, vehicles with a nominal cruising range of 400 kilometers can only have a cruising range of more than 100 kilometers, resulting in a large number of user complaints.

  Industry insiders pointed out that "locking the electricity" is to protect the battery, and if the situation was not serious, WM would not have taken such a bad policy.

  Since the trial car fire incident in 2018, the battery safety problem has been accompanied by WM Motor, and there have been no less than 10 fire incidents that have been documented, which has also made WM Motor the most "hot" alternative new car manufacturer. .

  Shen Hui, who was born in a traditional auto company and is well versed in the way of building cars, has not been able to completely solve this stubborn problem of Weimar for more than three years, so he had to sit and watch Weimar "get up early and catch the evening market".

Text / Yang Zheng

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