The old rules, first ask if it is right, and then why you checked the hot February pay strong insurance: Tesla: 18155 Xiaopeng + Weilai + BYD: 14992, even if you get Roewe + Geely (3000+), you can’t win the special Sla. Then try to find the reason from several aspects. 1. The Q1 deep V delivery curve is the traditional operation of domestic car companies to dig graves and look at the data (the curve will be added later): 2019 Q1 sales: BYD (pure electricity): 23979/3381/20569; Weilai: 1897/695/ 1418 Xiaopeng: 906/56/266 Q1 sales in 2020: BYD (pure electricity) 4535/1230/5381; Weilai: 1599/653/1564 Xiaopeng: 1073/164/1093. It is similar to look at data such as Roewe and Geely. result. Looking back at January 2021, Xiaopeng Weilai and BYD performed equally strong: 5753/6937/14153. Because of the customary and subtle influence of Chinese Spring Festival culture, domestic car companies will leave enough margin for any cross-Spring Festival plans. There is a huge slowdown and restart process from upstream suppliers to downstream marketing, which will inevitably lead to the entire schedule and delivery. The advance and overdraft. I don’t know the situation of the Tesla factory, and there are different opinions about whether it is “blood and sweat”. However, from the gambling agreement with the Shanghai government and the urgency of the epidemic to resume work in early 2020, one can estimate the extent of the impact of the Chinese New Year on it. Looking back, Xiaopeng’s Zhaoqing plant and Weilai’s Hefei plant have production capacities of around 10W, and new plants are still under construction. And BYD’s main force, Han EV, has also been stuck by the mysterious blade battery capacity. On the other hand, Tesla’s Shanghai factory will have a substantial increase in production capacity this year, and Model Y now appears to be a product with a strong sales blasting force. With the vigorous development of the electric market, there may be subtle changes in the situation of fixed production by sales in the past, and it remains to be seen. 2. The different tolerance of corporate staff to negative word-of-mouth Several giants mentioned the causal relationship between word-of-mouth and sales as well as the time difference. I would like to add one point to the relationship between corporate human setting and negative word-of-mouth. Turning on the search engine, Tesla’s negative word of mouth has been uninterrupted from six or seven years ago to today. Ma Yilong has always been at the forefront of the industry as an explorer. “Trial and error” seems to have become the default operation of its products and users. In addition, many negative events are linked to fast-developing and far-unexplored new technologies such as autopilot. It is difficult to make a conclusive conclusion for the time being. Over the years, a considerable amount of iron powder has been accumulated with huge volume. Tesla’s tolerance for such negative aspects and anti-interference ability are higher than that of most traditional enterprises. 3. Is there an information cocoon room? In particular, this is just a hypothesis, derived from a small event during the weekend. I charged the P7 downstairs and passed by a young couple to experience it. Draw the key words of the characters: Guangzhou native, with high education/income, clearly accept electric vehicles, and live 4KM away from Xiaopeng headquarters. The focus is on Model 3 and P7. In addition to experiencing the shape and space by myself, the main questions I asked me were price, battery life, general configuration, voice function and intelligent driving level. In line with the willingness to make a small contribution to the independent new forces (I have always been upset with Tesla’s arrogance), I shared the latest Model Y truck crash incident, and also introduced the general difference between the two sensing system routes. The boys did not understand, and the girls gave a good evaluation of the voice function, but they also missed the Tesla brand. It can be seen that they neither understand the negative information, nor are they likely to be influenced by their purchasing decisions. The final decisive factor may still be the balance of several traditional indicators such as shape, space, and cost-effectiveness. When the user pool of a certain level has accumulated to the order of 30,000 to 40,000 per month, there are already not so many early geek car owners who are in the electric car forum every day. How many potential customers are actually affected by this information? And those who really try to study and distinguish those negative news are also trapped in their own information cocoon? It’s like the so-called stinking rice ring culture, why don’t I hear my ears grow callous. But asking me to comment a few words, except for the names of a few fresh meats, it is also at a loss.