Luo Yonghao in the make a friend live official announcement of its AR industry new startup Thin Red Line (Thin Red Line). At the same time, Luo Yonghao commented on the current new forces in car manufacturing while chatting with netizens.
According to Luo, when Azera, Xiaopeng and Ideal started their businesses, investors said that the traditional car giants such as Toyota, Honda, Mercedes-Benz and BMW could really do well in the electric car era.
But the global form is now clear: in the electric car era, all the traditional car-making giants are clearly lagging behind. Luo said, “We can’t say the dust has settled yet, but the situation has surfaced halfway. Half the result is Tesla and Rivian in the US and Azera, Xiaopeng and Ideal in China. If anyone else can get up now, it should be Huawei and Xiaomi”.
It is worth mentioning that Luo Yonghao said bluntly that he personally admires Azera, Xiaopeng and Ideal, “There are fools who call them the three fools who make cars, and I don’t know where the confidence of these fools comes from”.
At the same time, Luo Yonghao believes that traditional car companies have little chance, and explained that a senior in the technology industry, which he respects, gave himself a metaphorical statement.
The predecessor said that the original track and the old world status basically stabilized after, you can think that every very bull large enterprises, equivalent to the train running on the tracks, as long as it is still on the tracks, you can hardly beat it, “but wait until the new battlefield appears, such as the platform disruption revolution period, equivalent to everyone from a railroad track, to a piece of mud, are garbage, messy, potholes of a piece of land to compete, this time, there is a railroad track is the most silly, not as good as donkey car”.
The passenger association 2022 June national passenger car market analysis report shows that in June this year, BYD sales 132,553 units, an increase of 228.8% year-on-year, 24.9% ringgit, located in the new energy plant sales ranking No. 1. Tesla’s monthly sales of 77,938 units, up 177% year-on-year, is in 2nd place. Xiaopeng, Ideal and Azera were ranked 7th, 10th and 11th respectively.