Take advantage of new energy

Use wechat to scan QR code to share with friends and circle of friends_ blank" href=" https://news.163.com/news/search?keyword=%E8%83%BD%E6%BA%90 "> energy < / a > express. recently, hello travel announced that it has officially entered the two wheel construction. Hello not only released vvsmart, but also launched three kinds of intelligent < a target = "mobile phone system supporting the system_ blank" href=" https://news.163.com/news/search?keyword=%E7%94%B5%E5%8A%A8%E8%BD%A6 "> electric vehicles < / a >: Hello A80 (spirit), hello B80 (Magic) and hello A86 (Turing). Among them, hello A80 (spirit) vvsmart youth version is priced from 3999 yuan. Hello, it's no accident to start two rounds of car building. as early as last year, Li Kaizhu, CEO of Hello travel, revealed that he would enter the business of two wheeled electric vehicles. In addition to the intellectualization of functional scenarios, Li Kaizhu said that the new products will innovate at the networking and digital levels. and from the perspective of business layout, hello is currently iterating in the two round + four round travel business, and exploring in the local life service business. Although the prospect of local life business is broad, it still needs to be cultivated; in terms of the basic business of travel, based on the advantages of two wheeled vehicles, hello has improved the business of sharing bicycles, mopeds, electric vehicles and xiaoha power exchange. but the last round of cycling war proved that bike sharing is difficult to recover blood by itself, and belongs to sharing < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E7%94%B5%E5%8D%95%E8%BD%A6 "> for the moped business of motorcycle < / a >, hello is also facing the competition of didi and meituan. therefore, for Hello, to build two wheeled electric vehicles, on the one hand, is to seek increment for its own travel business and produce synergy with the existing business; on the other hand, it conforms to the background of "new car" and provides more imagination for listing in the United States. at the same time, since the beginning of this year, the upsurge of "new car" has reappeared, and there has been a continuous flow of Internet cross-border car makers. Recently, Didi also announced that it has entered the intelligent < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E6%B1%BD%E8%BD%A6 "> automotive < / a > field. in the face of the outside speculation about "whether Hello will build a smart car", hello said that at present, it wants to deeply cultivate the advantages of two rounds of fields, and does not consider the smart car. chi Xingde, general manager of electric vehicle division of Hello, said, "the competition between two wheeled vehicles has reached a white hot stage, and the future competition must be in the intelligent ecology of software. We are optimistic about the strong user demand of this track and will firmly do it well. Our logic is not to follow the hot spots. " just on the day when Hello announced that he was marching into two rounds of car building, pinecone travel, an unknown player in the field of shared motorcycles, was suddenly sent to the United States for listing, and the fund-raising scale is expected to be $300 million. This also shows the outside world the vitality of sharing motorcycles. as a "new car" player in two rounds of travel, what new variables can Hello bring to the industry? using software to transform two wheeled electric vehicles two wheeled electric vehicles are not uncommon in China. Brands such as Yadi and calf have cultivated some users' minds. Previously, hello has also cooperated with these old players in the production and OEM of bicycle products. according to the public data, there are 300 million domestic users of two wheeled electric vehicles, and the frequency of sunrise is about 700 million. Although the base number is not small, because most of the two wheeled electric vehicle products stay in the stage of "single machine, functional machine", the overall intelligent penetration rate of the industry is still less than 5%. especially at present, the competition in the motorcycle industry is becoming increasingly fierce, and the entry of meituan, didi and other giants is disturbing, so the attention of each company is more focused on the investment scale. This is not an advantage for the "budget minded" Hello, and it is imminent to seek a breakthrough in differentiation. so what changes can the intelligent two wheeled vehicle created by Hello bring to hello and the industry? chi Xingde believes that "the intelligence of two wheeled electric vehicles is by no means a simple stack of hardware, but should be based on a software operating system to connect users' travel ecology and expand service scenarios." just like the traditional EV industry, there is a hope for the Internet of intelligent vehicles. it is reported that the vvsmart super connected car machine system released by Hello travel includes five travel solutions, including hi OS, hi power, hi safety, hi service and hi life. To solve the problems encountered by users in the five fields of human vehicle interaction, vehicle energy, vehicle safety, after-sales service and travel life. according to the all-weather technology field experience, different from the previous electric vehicles, the new electric vehicle model of Hello equipped with vvsmart is not equipped with a screen, but puts the owner's mobile phone in the front of the car as a screen. after the user binds the Hello account, the mobile phone screen can display the running status such as speed, power and mileage, and also support map navigation, music and voice interaction functions. When the car owner leaves the car, the mobile phone can be used to remotely control the electric car to use other services. in terms of endurance, hello electric vehicle is equipped with Ningde era g58 large cylindrical cell super battery, which can achieve a endurance of more than 70 km, supplemented by 1 hour of super fast charging. the power exchange network of Hello has also been distributed in more than 100 cities across the country. As for the difficulty of after-sales service in the traditional distribution mode, hello has launched a national, all network, all-weather after-sales system. according to Hello, the vvsmart system will not only be applied to its own products, but also be open to other brands in the industry. two wheeled electric vehicles will be < a target = "_ blank" href=" https://news.163.com/news/search?keyword=%E5%A5%BD%E7%94%9F%E6%84%8F "> good business < / a >? whether it's the launch of the two wheeled electric vehicle system or the launch of the xiaoha power exchange project, we can see that hello hopes to learn from the smart car. compared with the traditional sales of electric vehicles, hello said that the electric vehicles equipped with vvsmart system will adopt a new retail mode. Users will pick up their cars from the online and offline single line of Hello travel app, and all stores will price them uniformly. "at present, the two wheeled electric vehicle industry is more about selling this one-off business. After linking different service scenarios through intelligent software, it will be more about doing user operation in the future, such as making money by providing services." A hello insider revealed to all-weather technology. in addition, hello EV has formed a relationship with other businesses of the companyFurther cooperation and cooperation have been achieved. in terms of all-weather technology, hello said that compared with sharing bicycles, mopeds and other on-demand products, the user stickiness of household electric vehicles will be higher, so the interaction with Hello app will be more frequent. the interface quotes a person familiar with the matter as saying that the sale of each electric car can bring at least two long-term members with high frequency activity to the Hello app. however, there are similarities in playing methods, but the two markets are not the same. The market of new energy vehicles is far larger than that of two wheeled electric vehicles. It not only attracts the incremental market, but also can replace fuel vehicles into the stock market. and the "replacement" effect of two wheeled vehicles is relatively not so great. And in the landing process, there are some practical difficulties. for example, Shanghai has previously clearly stipulated not to develop Internet rental e-bikes, and Beijing has also issued a "no investment order" for bike sharing. Therefore, hello's mopeds are difficult to avoid the restrictions of policies, and they are only developing in the sinking market. in this regard, Chi Xingde told all-weather science and technology that before, the electric vehicle industry was in a gray zone, and the state launched a new electric vehicle in 2019 The electric vehicle is clearly defined as a non motor vehicle. After the clear division of non motor vehicles, it is expected that the policy will be more open in the future. Some analysis points out that the new national standard for electric vehicles stipulates the new standard for electric vehicles. After the transition period, the vehicles exceeding the standard will be scrapped, or the electric vehicles meeting the new national standard will be replaced at a discount. this also means that in the next few years, there will be a wave of intensive car changing peaks in the field of electric vehicles. Some data point out that the replacement demand of new GB will reach the peak in 2022-2024. and this may also be an opportunity for two round "new car" player hello.

2023-03-22 10:04:31

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