Produced by HUXIU Car Group
Author 丨 li gang
Title image 丨 Generation of AI
In 2025, the “Smart Driving Equivalent Rights” tend of the Chinese automotive industry flies a month.
Changan’s “Beat Start”, BYD’s “Full Speed Propulation”, Geely’s “Blitzing Challenge”, will be added recently chery and GAC(Jikr also also broadcast a smart driving strategy)Previously aimed at the “Smart Driving” label, Wenjie and Zero Run, “Smart Driving Equal Rights” match “Key Node” will take part in “Smart Driving” Cigarette Driving “Colosseum.
The logic of the fastest access to the automotive companies is clear – the clever window period is narrowed and strategic placement determines the future market share. If you are “if you return your tickets”, first, you must first “get on the bus”.
At this point, when the intensive press conferences gradually fade, the time was the time to review and explore the exact definition of “clever driving popularization”? What influence is in the Chinese automotive industry?
Direct effect: Price war feels
According to the statistics of the Chinese Passenger Automobile Association, 28 models will be reduced since 2025 to January 2025 in February 2025. The average price of new energy vehicles launched by a new energy transport has reached 30,000 yuan, and the price decreased by 13%.It is worth noting that the price reduction of pure electricity models, average graduation models of 39,000 yena secondary editions, reduced to the highest level in all segments, average models of 39,000 yena models.
The reduction of the sharp price of new new energy models is also a direct new energy passenger car market. The intensity of fuel vehicles promoted this year in January-February, resulted in a sales wave in the new energy.
This wave of price cuts is also very simple
New and old products are the “Smart Driving version + Smart Driving version”, “Smart Driving version”, a new and old products in the second week of March, “Smart Driving Equivalent Rights”. BYD, Haiou, Qin Plus and other popular models, clever driving updates continued to go on sale through double strategies and double strategies of older models.
BYD Dynasty Network is for sale in a seller HUXIU Auto Auto Auto Auto Auto Auto Auto Auto Auto Auto Auto Auto Priority, the priority of the sales process was to digest old models. Sales are already preparing two outputs, smart driving and old speech to promote clever driving popularization. “
In terms of price strategy, BYD usually applies about 10% discount for unexcusable driving models. As an example of the main model of Dynasty.com SONG PRO, the price of a smart driving publication was reduced to 10,000 yuan. The real effect is very important for consumers, especially in the third and fourth-level cities. Many customers who hesitate in the past have recently chose a smart driving version with a higher price indicator.
To facilitate the next “stock clearance”, BYD’s “clear inventory” movements lead to the appropriate actions of their competitors.
This year the most relentless price cut this year as an example of “Qin L”(Guide price is 99,800 yuan)“The XXX S5 has a guide price of 176,800 yuan and the manufacturer’s preferential price can reach 145,000 yuan. Ely Galaxy L6, almost 40,000 and 14,000 yuan, respectively, was reduced.
It is only a pronouncement for the reconstruction of the existing price war market structure and the wave of “intelligent driving popularity” is still a potential assembly for more intense market competition.
SMART driving value system changed?
BYD “Smart Driving” press conference This year, HUXIU automut this year: “BYD’s self-developed intelligent driving opportunities are still designed to correct the previous intelligent driving cost system for this popularization.”
In the appearance of the HUXIU, this “deconstruction” process consists mainly of three movements:
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Reconstruction of the Smart Driving Product System Prior to the real arrival of the L3;
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Build clear “thresholds” to accelerate “removal” of incapable of incapable products;
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Core Survival is in the form of “squeezing” on products and brands that drive cleverly like a sale point.
Let’s talk about the first point first. Every company’s new Smart Driving Systems showed a group of new intelligent driving players, the latest press conference, “down” the structure of “Pyramid”. Among them are access level opportunities, including the lowest level of “Pyramid”, including high-speed NOA and parking support; The more you go, “You”, if you go so much, “you”, parking places and other detailed functions if you go so much “on the pyramid
Typical samples are “God’s eyes” of BYD, divided into 600 dipilot 300 and dipilot.
GEELY’s “thousand miles” is a little more detailed, but logically compatible with BYD and divided into five levels: H1, H3, H5, H7 and H9. The main version of H1 is equipped with high speed NOA and automatic parking; H5, H5 is equipped with a full domain Map-Free NOA and full scene D2D; H9, L3 Level is based on H7 for smart driving.
Establishing this systemic technology,The most core goal is to understand the market exactly: The difference between the level only meets the needs of consumers to the needs of intelligent driving functions, but also a higher premium area of high-level products.
It also brings two other important changes: one is to build a “new threshold” to “remove” incapable of smart driving; Second, “only has a high level of luxury products” and “squeeze” as a clever driving as a basic survival point in brands.
The most affected “removal” effect is designed for fuel transport. Many common enterprises are difficult for smart driving, because of the old fashionable architecture of fuel tools and is not the main features of the wire-based department.
According to previous predictions of the Gaogong Smart Automobile Research Institute, China’s new energy passenger cars exceeded 80% in early 2024; In the same period, the transportation of the entire market was less than 38%(I will not tell me who dragged me).
The leading enterprise car company HUXUU AUTO said: “There are new models, new models for joint ventures, new models, there are new models, and no competitive products, product disadvantages.”
A small number of joint ventures, “International car models produced in China” began to cross “international car models produced in China” to create “special products for China.” A good example was previously popular with a large number of consumers with a sales point, equipped with this new product of GAC Toyota, GAC Toyota, GAC Aion V equipped with the “Shell replacement product”.
Finally, a wave of equal rights in smart driving, the car brands leading to smart driving technology as a basic survival point in smart driving technology will be inevitably “compressed”.
The best example is re-refreshed “High-level Smart Driving Minimum Price”. After BYD, the Seaou Smart Drive Edition was at a minimum price of the minimum price, this price used the “small ant” to refresh the 65,900 yunan a few days ago.
Currently, the higher car companies, higher-level intelligent driving programs and hardware gears will not be a car companies that grow in the production scale of 150,000 to 200,000 growth and technology, which are the developing of high-level technology.
What is more dead than the price, the current trend of smart driving functions and equipment parameters gradually “leaves”. In terms of human terms, more solutions that are “low computing power and several sensors” reflect strong intelligence.
As an example, the current “cost-performance killer” in the smart driving industry accepted Zhuo Yu. This year, 7V + 30 30 showed the earliest age. Using a similar device configuration by the BYD’s “eyes of the god”(The one of the seagulls)“When released in mid-February, he stressed that the future could lead the OTA memory(Relatively limited Urban Noa can be understood as capabilities)Functional potential.
When the technical limit is broken, the smart driving market passes through structural change. “Smart Driving” – This former technical command heights can only turn into a melee arena of uncertain battles.
Key Challenge: “Positive period” of smart driving run
Unlike new forces like Wei Xiaoli, traditional independent car companies such as BYD, Geely, Chery and Changan are generally a weak investment in the field of smart driving, and are a long time due to objective restrictions such as early intelligent driving technology, high application costs and weak market consumer.
This lag is still objective. After graduating from the initial scheme of the first stage, the real problem of “smart driving” feces was silently –To create a positive technology period. At the early stage, we must ensure the main availability of smart driving functions and allow continuous iteration and improvement to maintain competitiveness.
It should be noted that the progress is not required to bet on the fully developed model.
“Land(horizon)big(Tsuku)magnificent(Huawei)magic(Momta)“Yuanrong, Qingzhou, Bosch, etc. The four leading intelligent driving suppliers also have competitive powerful players.
In the plan of BYD’s “eyes” plan, the appearance of self-developed major layers and advanced algorithms; “Sahin Smart Driving” Ecosystem, Bosch, Wenyuan Zhixing, etc. However, the method of cooperation is the result of a long-term “ceiling”: the cost of bicycle development of car companies reaches ten million yuan rules, and the authorization fee charged with sales growth is a long-term cost pressure.
At Present, The Top Smart Driving Suppliers Basically Do Not Need More Investment, How To Transform Cooperation Into Their Own Capabilities, Especially To Give Full Play To The Greatest Advantages of Traditional Indendent Car Companies (Large Sales and Huge Potential Data Collection), and Focus On Breaking Through The Closed-Loop Data Construction, Establishing The Full-Chain Capabilities Of Data Collection, Cleaning and Training, And Converting Massive Driving Data Into Algorithms To Evolve Into Fuel To Improve The Level of Smart Driving Has Become The Most Important Entry Point.
But it’s not easy. It has always been an important conflict with traditional production genes and software. Create a flexible organization that is suitable for smart driving development, cultivate combinations and restore the process of R & D, has a transformational space located in front of traditional car companies. This transformation is not as simple as a technology contest, but also a battle for reconstruction of corporate genes.
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