Exclusive Dialogue Zhu Jiangming: How To Get Rid Of The "Double Cold Winter" Of New Driving Forces

Since the first decline in global electric vehicle sales in July, Dai Sen has been out of the car for the first time, which undoubtedly reflects the industry's worries about electric vehicles: the profit model is unknown, most start-ups are facing the elimination, and the barriers to enter the automotive industry are still very high.

In the domestic market, the industry's tolerance for new forces to build cars is being reduced. With the investment becoming cold, the new force of car making also has the first year of shuffling under the dual dilemma of "capital cold winter" and "car market cold winter".

"Sales data is not very good", "Dahua is listed in the entity list by the United States", "Jinhua factory has not yet produced qualification". As a new force of "IT car making", the zero running vehicle in the vortex of public opinion is also facing the external challenge.

"The automotive industry needs to be transformed, just like the era when smart phones take the place of traditional phones and digital cameras instead of film cameras. Now, electric vehicles are a substitute for fuel vehicles, including smart cars and driverless cars instead of manned cars." In October 15th, Zhu Jiangming, the founder and chairman of the zero running car, expressed his confidence in the future development of the industry in an exclusive interview with the twenty-first Century economic report reporter at the Zero run car office in the famous Internet of things in Hangzhou.

Looking back at Zhu Jiangming's four years of car making process, the Zero run car built the longest supply chain system of new force, and has the core electric power system and automatic driving system of pure electric vehicle. In the world, after Tesla, the second have intelligent electric vehicle independent R & D capability of enterprises.

"Basically all electrical and electrical core components are developed independently, so the delivery of products may be slower." Zhu Jiangming said, "but our stamina will be more sufficient. Our goal is to become HUAWEI in the automotive industry. "

It is understood that around the upper and lower reaches of electric vehicles, there are six major business segments, including the three major vehicle platforms developed by ourselves, as well as the three core technologies of the "three power" system, the intelligent network union system and the automatic driving system.

How to get out of the cold winter?

Economic report twenty-first Century (hereinafter referred to as "twenty-first Century"): how to treat the cold market?

Zhu Jiangming: the automobile industry began to descend from nearly 20 years' growth. This is a process that must be experienced. Some independent brands have no core competitiveness, no killer, just rely on cost, cheap, not big enough, the technical structure is not perfect, so the first to fall is them, this is normal.

Only thirty or forty of the new forces in the car making industry really want to build cars, some of which may be slowly merged and some eliminated. I think this is also very reasonable.

Twenty-first Century: how to break through the industry knockout period of the new force of car manufacturing?

Zhu Jiangming: now the public opinion has many negative views on the new force of car making. It has both advantages and disadvantages. The advantage is that no more people want to join the industry. Finally, the new force that really wants to build a car may be around ten.

The biggest feature of apple and Tesla is to completely innovate, to subvert the traditional concept. Although it was expensive at the beginning, it gradually reduced to the user's acceptable cost. This is a radical change. The new force is not without opportunities, but how to do it. This is a long-distance race. You need to have this kind of courage.

At this stage, in the field of new energy vehicles, we are on the same starting line with traditional enterprises, each of which has its own advantages and challenges. It is hoped that one day zero running will have the sales volume of tens of millions of cars, like TOYOTA and Volkswagen.

Twenty-first Century: what do you think of the whole electric vehicle market?

Zhu Jiangming: new energy vehicles also have a downward trend this year, the total is declining. However, we will have a better understanding of new energy vehicles. In addition, the future of intelligent driving must be in the hope of electric vehicles. The motor can use digital 0 and 1 to control cars and even recover energy. At the same time, it can also play the role of braking. Electric vehicles instead of fuel cars are only a matter of time. As the economic efficiency and cost of battery scale decrease, it is estimated that the cost of car purchase will be close to that of fuel vehicles from 2023 to 2025.

Twenty-first Century: where is the advantage of Zero run?

Zhu Jiangming: since 2015, it has entered the electric vehicle industry. Zero run is emphasizing independent intellectual property rights. Many things do not necessarily depend on foreign technology, but more innovation.

In terms of 5G communication and AI technology application, we should not go to Silicon Valley to set up R & D centers, nor to set up R & D centers in Munich. China's engineers are excellent enough, especially in electronic, intelligent and control areas, far exceeding those of some American companies. In the field of technology, China and foreign countries are at the same time now. They just say that innovation ability or ideas will be less. But more applications, China's ability is absolutely not bad.

Zero running took four years to do some basic work and made a platform. The platform of electric structure, interconnection platform and intelligent driving platform will be the platform concept in the future. Once a lot of things are used in cars, they can form a system that is interconnected. This is the advantage we are good at.

200 thousand breakeven point

Twenty-first Century: what is the future product planning of zero running?

Zhu Jiangming: from the establishment to the first model delivery, the zero running car took four years. In the next three years, zero running cars will accelerate the pace of development, and plan to launch three models, namely, four mini cars, SUV type C-More mass production cars, and C-More based platform cars.

Next year zero running will deliver second cars, which are located in five door and four seat mini cars. The goal is to do everything in the same way as smart, including internal technology and quality.

In the future, Zero run will push at least 1-2 items a year, and gradually put the market in such a rhythm. In the rhythm of this product launch, by 2022, Zero run hopes to achieve a 200 thousand sales target, which is also a break even point.

Twenty-first Century: what is the standard of product planning for zero running?

Zhu Jiangming: as a product, we should do product design from three aspects: first, we must learn and look at competitors; the second aspect depends on the needs of customers; the third aspect is innovation, and innovation is based on consideration of technology, control of technology, and on this basis, I can add innovative things to products, so that products can have competitive advantages.

The goal of Zero run is that several cars can have a long life cycle. Like Camry, each vehicle can be a series through iteration. To do this, we must achieve the ultimate goal. Our product plan has four models.

Twenty-first Century: where is the new car sales market?

Zhu Jiangming: the goal of the mini car next year is four markets: the first market is the existing market, and the regular electric vehicles in Shandong, Henan, Hebei, Tianjin and other places replace the original low-speed electric vehicles. This market is already a stock market. The second largest market, because of the quality of the mini and smart, has certain advantages. The target is to limit the purchase of the first tier cities, with the lowest threshold to enter; the third market is the net car market of the four or five line cities, the maximum vehicle mileage can reach 400 kilometers, and the advantage of this vehicle is the comfort of the rear seats.

Twenty-first Century: what are the challenges facing Zero run?

Zhu Jiangming: compared with the original expectations, this year's development speed is slower, 10 thousand of the sales target can not be achieved. The first reason is that Zero run is the longest car manufacturing enterprise running a link. The most difficult part is the establishment of the supplier system. The relative scale of the Zero run is small, the supplier's attention is not high, the supplier's transfer has a great impact on the Zero run, followed by huge investment, which we didn't think much about in the early stage. At present, there are still problems such as financing, future market problems and production qualification problems. Of course, this is temporary.

Twenty-first Century: how to solve the problem of production qualification?

Zhu Jiangming: at present, it is still the foundry production of Changjiang automobile. If we sell 30 thousand cars this year and next year, we can apply for qualification. Now zero running has built factories in Jinhua. Besides core components, we have also planned four workshops for stamping, welding, painting, and total. Now, stamping, welding and painting are being made there. The final assembly is to cooperate with the Yangtze River and carry out assembly in Hangzhou Changjiang automobile factory.

My point of view is not to have qualifications immediately. The competitiveness of products is the core of zero running. The core competence is first formed, and qualification will be a natural thing.

Of course, Zero run is also actively looking for opportunities for cooperation, but zero running will not cost a lot of money to buy a qualification, or merge a car company, so it will be a big burden.

Twenty-first Century: is financing smooth?

Zhu Jiangming: some time ago we had three or four billion to come in, which is part of the A round of financing. At present, B financing is also progressing smoothly. Although it is a capital cold winter, everyone finds it difficult, but I believe we have the ability to make more progress in financing.