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On July 10th, Luo Yonghao announced the name of his startup "Thin Red Line" in a friend's studio. In the studio, Luo Yonghao commented on the new power of car-building, saying bluntly that "in the era of electric cars, traditional car companies have no opportunities at all."

Luo Yonghao said, "traditional car companies do not have any opportunities at all." it seems that traditional car companies have been sentenced to "death" directly. Luo Yonghao said, "when Wei Xiaoli built cars, it was said that the traditional car giants could really do a good job in the electric car era, but today, the global situation is very clear." In the era of electric cars, all traditional car companies have obviously lagged behind. It further said, "it cannot be said that the dust has settled, but the situation has come to the surface. I admire Wei Xiaoli very much. Some fools call them 'three idiots', and I don't know where these fools get their confidence." As for what other car companies have opportunities after "Wei Xiaoli", Luo Yonghao believes that "it should be Huawei and Xiaomi."

Why traditional car companies do not have the opportunity, Luo Yonghao explained, "after the original track and the status of the old world have basically stabilized, you can think that every powerful big enterprise is equivalent to a train running on the tracks, as long as it is still on the tracks." it's hard to beat it, but when a new battlefield emerges, for example, the platform subverts the revolutionary period, it's like everyone is on the same track. Come to a piece of muddy, rubbish, messy, potholed land to compete. At this time, those with railway tracks are the stupidest, not as good as donkey carts. "

On July 1, the domestic new power brand announced the latest monthly delivery volume as scheduled. According to the sales ranking of the Tramway report, Xiaopeng ranked first with 68983 cars, the ideal car ranked third with 60403 cars, and Luo Yonghao, who is proud of it, ranked bottom with 50827 vehicles. Judging from the data, "Wei Xiaoli" performed well in the first half of the year, of which Xiaopeng and ideal both exceeded 60,000, while Lulai also exceeded 50,000, and the three enterprises all achieved substantial year-on-year growth.

Although "Wei Xiaoli" sales have skyrocketed, the performance of traditional car companies is not bad. According to the data of the Federation of passengers, from January to June in 2022, domestic new energy narrow passenger car sales were 2.247 million, an increase of 122.4% over the same period last year. The cumulative sales of the three car companies, Lai, Xiaopeng and ideal, were 180000, with a market share of 8.0%. According to the sales list of new energy vehicle companies in the first half of 2022 according to the Tramway report, the top three car companies were BYD, SAIC GM Wuling and Tesla, with sales of 634000, 208000 and 198000 respectively, accounting for 28.2% of the city alone. In addition to BYD, SAIC GM Wuling, Chery Automobile, Guangzhou Automobile Ean, Geely Automobile, Changan Automobile and Great Wall Automobile are all traditional car manufacturers, and these car companies have also achieved good growth. For example, Chery Automobile grew by 222.7% year-on-year. Geely Motor grew 364.7% year-on-year, Changan Automobile increased 125.9% year-on-year, while "Wei Xiaoli" outperformed Xiaopeng Motor.

Cui Dongshu, secretary general of the Federation, also said in an interview: "I do not agree with Luo Yonghao's point of view." Cui Dongshu believes that the performance of new energy vehicles of mainstream independent car companies has become stronger and stronger in recent months. Among the top eight new energy passenger car companies, except Tesla, they are all new energy vehicle brands of mainstream car companies. It said that at present, the new energy performance of mainstream passenger car companies is getting stronger and stronger, and the sales of new energy vehicles of most mainstream car companies have exceeded 20,000 per month, forming a certain scale manufacturing advantage and strong performance. recently, the reason why the new energy of traditional car companies is getting better is jointly promoted by both supply and demand.

Compared with traditional car companies, the marketing of New Power cars is really skillful. For example, the ideal L9 is called by Li Xiang as "the best home flagship SUV within 5 million", and the million-level luxury import flagship SUV, such as Mercedes-Benz SUV, BMW X7, range Rover and so on. It has to be admitted that the marketing method of the new power of car building is exerting a subtle influence on the cognition of traditional car companies and consumers, but it is not only marketing and service that can produce good cars, nor can a few big screens and configurations pile up to replace the safety and performance of cars. Whether they are new forces or traditional car companies, they mainly build cars conscientiously and achieve real leadership in technology. It is possible to go further.

As for Luo Yonghao, he paid close attention to the development of electric vehicles and even regarded it as one of the directions of "re-entrepreneurship". Before that. Luo Yonghao said in an interview with later that he admired the electric car industry, but based on realistic considerations, he admitted that he had to give up building cars and join the entrepreneurial trend in the AR field.

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