Data interpretation! Ideal L9 sprints to "sell more than 10000 yuan a month" to grab share from BBA

large 6 seat SUV、45.98 Ten thousand yuan 、 Intelligent standard configuration （ Including five screen three-dimensional interactive intelligent cockpit , Ideal AD Max Intelligent driving system ）, Extended range electric motor （ No mileage anxiety ）, The ideal car is entering a new era 「 No man's land 」.

Before that , Except for some imported cars （ Basically, the selling price is at the level of millions ）, There are only two models in this model segment in China , They are BAIC BJ90 And FAW red flag E-HS9（ The prices of the manufacturers are all at 50 More than ten thousand yuan ）,2021 The annual total insured amount delivered is only 4220 car .

And in the 40-50 Ten thousand price range , At the same time, there are 6 A car with a seating space ,2021 Models on sale in （ Excluding imported ） There are only three ： buick GL8（ Old classic business MPV）、 Wei to ES8 And Cadillac XT6.

among , buick GL8 In this price range, the insurance delivered last year was 5.41 Thousands of cars , Most of them are for business travel . Cadillac XT6 yes 1.94 Thousands of cars , Wei to ES8 yes 6990 car , These two models are only medium and large SUV Space .

From this perspective , Ideal L9 Is to break into a new market segment . This point , And the ideal first car （ Ideal ONE） There is a big difference .

One side , The ideal is to place hopes on those users who originally purchased imported cars at the level of one million yuan , Abandon the so-called brand awareness and consumption concept , Try the ideal for only half the cost L9.

On the other hand ,40-50 Demand for six blocks in the 10000 price range , In addition to traditional business travel , From the data , It doesn't seem to be high .（ Of course , It does not rule out that the space of these models is arranged under the condition of six seats , Consumer acceptance is not ideal ）

The main “ home ” Elements

and “ home ” Become L9 The label of . such as , Flagship space and comfort . How to create a MPV A sense of space SUV It's a test .

Official expression ,L9 The interior space goes beyond the mainstream of the same level SUV, Even in the second row 、 The total space of the third row and the rear compartment exceeds part of the full size MPV. Body dimensions are ： Long 5218 mm 、 wide 1998 mm 、 high 1800 mm 、 The wheelbase 3105 mm .

And in terms of comfort , All seats in the car are electrically adjusted and equipped with seat heating function as standard , And adopted 3D Comfort sponge and Nappa Genuine leather . Second row right seat with exclusive design , It is equipped with four-way electrically adjustable leg rest and a well-designed small table .

Besides , Ideal L9 It provides the largest rear compartment space among models of the same level , The depth reaches 540 mm ,6 The full seat mode can also hold the luggage of the whole family .

In terms of driving comfort , Self developed chassis control system , Front double wishbone suspension and rear five link suspension , With intelligent air spring and millisecond response CDC Continuously variable damper .

Second point , It's security . Unlike other intelligent models, which focus on high-level intelligent driving , this L9 It seems that security is more emphasized than intelligence . Especially for a car positioning the family scene , Safety always comes first .

such as , For night scenes , Encounter obstacles in front of you （ A rollover car ） when , Ideal AD Max Intelligent assisted driving system relies on two NVIDIA Orin-X Power chips 、 Forward direction 128 Line lidar 、6 star 800 Megapixel camera and 5 star 200 Megapixel camera , as well as 1 Front millimeter wave radar achieves accurate braking .

meanwhile , In order to set an ideal in AEB The ability to focus on R & D and continuous iteration , The company announced that it would open source all self-developed products to the whole industry AEB All the codes of the system , Any main engine factory 、 supplier 、 Scientific research institutions and colleges and universities can use the continuously updated... Free of charge AEB Source code .

This is the first time that smart cars have appeared in China AEB（ It seems to be a simple and traditional function , It is the bottom line of intelligent driving ）, Not high-level intelligent driving .

Behind this , The function development of the ideal car has some unique features .

For the user's high-frequency accident scenarios , such as , Road construction of temporary barricades 、 Congestion scene of close-up vehicles 、 Comprehensive optimization shall be carried out in such scenarios as accident or fault vehicle stopping in the middle of the road , Help the driver and the system to recognize... Earlier 、 Braking and avoidance .

Besides , In order to avoid the risk of vehicle system failure , Ideal L9 It is the first time that the power system is adopted at the same time 、 Steering system 、 Mass production vehicle with redundant design of braking system and power supply system of force calculation platform .

And ideal L9 The first five screen three-dimensional space interaction , Driving smart cars 、 Audio visual and entertainment experience to a new level . This is also seen as the future “ Mobile home ” A new definition of .

such as , The central control screen and the passenger entertainment screen are two 15.7 " 3K Car gauge level OLED The screen , Specially designed rear cabin entertainment screen , For the same 15.7 " 3K Car gauge level OLED screen , Support electric opening and closing , And the angle adjustment function .

meanwhile , On the basis of traditional voice interaction , Based on 6 Array microphones and 3DToF sensor , Ideal car brings the multimodal 3D space interaction technology based on deep learning for the first time .

And the two Qualcomm dragons 8155 Configuration of vehicle specification chip ,5G Dual operators , It means that under most conditions , It can realize the smoothness and response speed of intelligent experience . This is also the fourth generation of Qualcomm 8295 Before mass production of cockpit chips , The strongest configuration on the market （ Other models are equipped with a single 8155）.

According to the plan , New car will be on the 7 month 1 Arrived in the country on the th 108 City 233 Home retail center 、7 month 16 Start the user test drive on the th 、8 Official delivery at the end of the month .

The goal of selling more than ten thousand yuan a month

Next , Let's talk about this 「 No man's land 」 The difficulty and opportunity .

First , Ideal for the first car ONE For example ,30-35 Ten thousand price range + Medium large scale SUV,2021 The insurance coverage for the delivery of the vehicle in 9.13 Thousands of cars , Segment market share exceeds 50%, achieve 53.76%. Top models （ Public road 、 Ford explorer 、 Buick Encore flag ）, The level of intelligence is far behind the ideal ONE.

And in the 30-35 Ten thousand price range , Ideal ONE Of 2021 The annual market share is 8.2%, The previous brands are Benz （17.25%）、 BMW （17.15%）、 tesla （14.64%）、 audi （9.87%）.

If the contrast 2018 Annual data （ Tesla has not made it in China 、 Ideal ONE Not yet on the market ）, Mercedes 、 BMW 、 Audi's market share is in a state of decline across the board .

It means , Ideal ONE In this price range, there is already a gap with the tradition BBA The ability to compete and the reputation of users , This also gives ideal L9 Established the market brand effect .

Next , Look at the ideal L9.

From the perspective of model positioning ,40-50 Ten thousand price range + large SUV, At present, there is no one on sale in the domestic market （ domestic ） models , It can be said that it is a track without data reference . For the ideal , Belong to start from scratch .

And in the 40-50 Ten thousand price range , from 2018 It has been maintained on average every year since 80-100 The delivery level of 10000 new cars . among , Weilai automobile from 2018 It began to enter this range in , And quickly pull the share of independent brands .

2021 year , Wei to EC6（40-50 Wan range , The whole price range is 37.80-55.40 Ten thousand yuan ） For the first time, the annual delivery volume of Shanghai Insurance ranked among the top ten . meanwhile , This price range , The total delivery of several models of Wei Lai reached nearly... Last year 5 Thousands of cars （ Share in 5.09%）, Every month 4000 cars .

before , Li Xiang is an ideal L9 The set sales target is , The second month after the formal delivery （9 month ）, The monthly delivery volume will exceed 10000 vehicles . And ideal ONE stay 2019 Year of 12 Official delivery starts in January , The monthly sales volume exceeds ten thousand 2021 year 11 month , after 24 Months .

however , This year's auto market may bring some uncertainty .

The monitoring data of Intelligent Automobile Research Institute of Gaogong shows that , This year, 1-5 Moon ideal ONE The insured amount to be delivered is 4.76 Thousands of cars , The average monthly delivery is slightly less than 10000 , by 9500 cars .2021 The insurance paid in the whole year of the year is 9.13 Thousands of cars , Less than a month 8 Thousands of cars .

and 40-50 Ten thousand price range , This year, 1-5 The monthly insurance coverage for new vehicle delivery is 32.52 Thousands of cars , fell 32.46%. Gaogong Intelligent Automobile Research Institute predicts , It is optimistic that the auto market will recover in the next few months ,2022 Ideal year L9 Delivery in 2-3 Thousands of cars , Of course, there is also a chance to achieve more than ten thousand in a single month in a certain month .

at present , In this price range ,BBA Locked approach 70% Market share , Gaogong Intelligent Automobile Research Institute expects 2023 I have the opportunity to strive for 5-7% Right and left share .