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Under the bombardment of domestic new energy vehicles round after round of "price war", is the once-popular joint-venture sedan ok now? Looking at the recent domestic car sales rankings, Nissan and Volkswagen, which had long dominated the list, have given up the top position, but thanks to the current substantial terminal concessions, their monthly sales have remained above 20,000, ranking third and fourth. It seems that consumers are still enthusiastic about them.

Let’s compare the entry models of these two cars and see what level the joint venture sedan with a terminal price of 70 thousand yuan is now.

Price comparison:

Nissan sylphy classic 1.6XE CVT comfort edition????

Manufacturer’s guide price: 108,600 yuan; market reference price: 71,600 yuan.

Volkswagen LaVida cutting-edge 1.5L automatic outstanding Xinyi Edition

Manufacturer’s guide price: 79,900 yuan; market reference price: 74,000 yuan.

Appearance contrast

The reason why Sylphy Classic is named "Classic" is because it is completely the previous generation model. After all, it was designed many years ago, and now it does look a little old. Fortunately, the family design of Nissan’s previous generation highlights the sense of luxury. The iconic middle net at the front of the car is somewhat smart with the rising headlights. The body lines are elegant and elegant, and the rear of the car is thick and steady. The whole car does not look cheap, and even many people think it is more atmospheric and durable than the new Sylphy.

LaVida Xinrui is a younger and more entry-level model divided from LaVida, and its prototype is actually a sedan previously launched by Volkswagen in India, Mexico and other markets. The model follows the popular family-style design and adds the latest design elements of the brand. The front of the car adopts the same starry front face with a low body posture, which adds some sports atmosphere to the whole car. It is worth mentioning that LaVida Xinrui offers five beautiful car colors, including turquoise and coral red, which are younger than Sylphy classics in appearance. There is also a small detail. LaVida is equipped with daytime running lights, while Sylphy Classic is also equipped with.

Interior contrast

Sylphy’s classic interior is also "classic" enough, and even a color screen can’t be found on this entry-level model. The traditional pointer instrument panel is simple and easy to read, and the multimedia in the central control is still like a knob radio, which can only realize the most basic "entertainment" function. The workmanship and materials are quite satisfactory. The top of the center console is wrapped in a large area of soft material. The entry model only has a plastic steering wheel, which feels ordinary.

LaVida’s cutting-edge interior design also adopts the popular family design language, matching various accessories from the popular unified mold, and there is not much new idea. In the configuration part, LaVida is obviously more sincere. The entry model is equipped with a dual-screen combination of an 8-inch full LCD dashboard and an 8-inch central control screen. The system supports mainstream multimedia functions and mobile phone interconnection functions such as Apple CarPlay. Although the steering wheel is also made of plastic, the overall practicability has been improved by adding multi-function buttons.

Spatial contrast

Space and ride comfort are the traditional advantages of Sylphy classics. Its length, width and height are 4631 mm, 1760 mm and 1503mm respectively, and its wheelbase reaches 2700 mm. Thanks to the larger body size and longer wheelbase, the head and leg space are excellent. In the comfort part, the label of "Japanese big sofa" is by no means a hollow reputation. The seat filling material is thick and soft, and the classic "sinking feeling" makes people who have sat there impressed. The fabric seat on the entry model looks ordinary, but the permeability and friction are actually better than ordinary leather materials. It is also worth mentioning that in the rear configuration, Sylphy Classic has more air conditioning outlets than LaVida, which is more friendly to the rear passengers.

The body length, width and height dimensions of LaVida are 4561, 1740 and 1494mm, respectively, and the wheelbase is 2651mm, which is slightly smaller than that of Sylphy Classic, but the actual interior space level is similar. The integrated front seat is more sporty, but the filling material is relatively thin and the sitting feeling is slightly harder. The same is true for the rear seats, and the statement of high emotional intelligence is "providing better support". As for the loading capacity of the trunk, both models performed well. Sylphy’s classic trunk has a larger space, reaching 510L, while LaVida’s new one is 498L, but it supports the whole back-laying function and has better expansibility.

Performance comparison

In the power part, Sylphy is equipped with a 1.6L naturally aspirated engine and matched with CVT transmission. The maximum power is 90kW and the maximum torque is 155 N m. The comprehensive fuel consumption of WLTC is 5.94L/100km, and only 92 # gasoline is needed. This powertrain is quite mature, and its performance can also meet the needs of daily transportation. Its excellent reliability, ride comfort and fuel economy contributed to Nissan’s dominance in the domestic family car market that year.

LaVida Xinrui is equipped with Volkswagen EA211-DRZ 1.5L naturally aspirated engine, matched with 6-speed automatic manual transmission, with a maximum power of 81kW and a maximum torque of 141N·m, and a comprehensive fuel consumption of WLTC of 5.98L/100km, and only 92 # gasoline is needed. LaVida’s new powertrain is also focused on reliability and economy. From the power parameters, it is slightly lower than Sylphy’s classic, which actually shows that it is between the real and the real.

In the chassis part, Sylphy classic adopts front McPherson independent suspension and rear trailing arm torsion beam independent suspension, and the overall adjustment is soft and comfortable. LaVida Xinrui also uses the former McPherson independent suspension and the rear trailing arm torsion beam independent suspension, but the overall adjustment is a little tougher. In addition, Sylphy Classic is equipped with 16-inch rims and rear wheel disc brakes, while LaVida Xinrui is only equipped with 15-inch rims, and the rear wheel is only equipped with drum brakes.

Safety comparison

In the security configuration part, LaVida has obvious advantages. Taking two entry-level models as examples, the front collision warning and active braking system that comes standard in LaVida’s new system is not common in the same class. At the same time, it has more practical driving assistance configurations such as reversing radar, uphill assist and cruise control than Sylphy’s classic, which can improve the daily car experience.

Purchase suggestion

Nowadays, although the parameters of these two models are not as good as those of domestic new energy rivals at the same level in terms of power performance and intelligent configuration, they can still occupy a place in the market with their high-quality reputation accumulated over the years, excellent reliability and affordable price.

Specific to these two entry-level models, LaVida Xinrui maintains the driving texture of German cars, with a solid and stable chassis, and at the same time has advantages in technology configuration and safety configuration, plus more fashionable design and color matching, which will be more attractive to young consumers. Sylphy Classic continues its advantages in comfort and economy. Although it is limited by the cost, the configuration is really not available, but overall, it is still a qualified and comfortable family car.

　　At the 2023 Chengdu Auto Show, Liu Yong, deputy general manager of Jietu Automobile Marketing Company, talked with Aika Automobile. Liu Yong said that although the market is rolling, it has overcome difficulties and is committed to creating more outstanding products. At the same time, the emergence of Jietu travelers will also bring a lot of impact to the market, giving consumers better choices. The following is a record of the dialogue.

　　Aika Automobile: First of all, Mr. Liu is very welcome to the interview room of Aika. Please tell us about the highlights of this booth of Jetway.

　　Liu Yong:Let me briefly introduce that the highlights of this booth are mainly reflected in three aspects: the first one is based on the most distinctive scene display of Jietu. All along, every auto show has been launched as an inherent characteristic label of Jietu travelers, and the whole booth style is also based on travel.⁺First of all, around the experience area of food and cross-country, some camping scenes, including the panda element unique to Chengdu, were built.

　　The second is in terms of exhibits. The whole booth is surrounded by a car, namely Jetway Traveler. At the same time, we display fuel and hybrid C-DM simultaneously. After nearly two years of polishing, Jietu travelers undertake Jietu travel.^＋An important product of the strategy. It is not only very tough in appearance, but also equipped with the latest sixth-generation four-wheel drive technology of the world’s first Borgwarner — — XWD automatic intelligent four-wheel drive system. In terms of intelligence, it is equipped with 8155 chip of Qualcomm Snapdragon, and in terms of assisted driving, it is equipped with L 2.5 intelligent driving assistance system. In our own language, this is a beautiful, pleasant, urban and wild model, and its overall performance is still very good.

　　The third highlight is that we invited the famous singer Sitar tan today, and I guess the whole venue knows about it. In addition, there is also a "motorcycle goddess" as a special guest of Jietu travelers to help out.

　　The highlights of this auto show are mainly the above three aspects.

　　　Aika Automobile: At present, the industry as a whole is becoming more and more involved. How can Jetway maintain an upward development trend in the fierce competition?

　　Liu Yong:We have been insisting on traveling since we founded the brand.^＋Strategy, from two major aspects: we have achieved "three major persistence" and "three major development".

　　The first insistence is to insist on traveling.^＋The strategy is unwavering. We are always based on travel.^＋Strategy, in terms of products, includes cross-country, intelligence and health, including the whole ecology, through which to build travel.^＋Products. At the same time, around the user experience, we build a traveler ecology, including alliances, products and platforms, and strive to bring users a different experience.

　　The second insistence is to persist in taking users as the center. Jietu always puts the user’s experience first, so every time we gain insight into the market, we will deeply analyze the real needs of users. Including when building this car, we experienced about more than 30 collisions with users back and forth, and finally provided them with products and services that exceeded expectations.

　　The third insistence is to adhere to the domestic and international two-line drive. In the future, the domestic and international sales patterns will account for half, and now we are exploring new international markets, including the European Union market, etc., and we are still making the layout in this regard.

　　The "three major developments" are mainly to develop new categories, new energy markets and new marketing models.

　　Travel now^＋The market is a new category. Based on this, we will continue to introduce new products in the future. For example, we will continue to launch new sub-categories of products such as T-2, T-3 and pickup trucks. At the same time, under the blessing of intelligence and mixing, we will continue to create product matrices.

　　In terms of new energy, in the second half of October or so, Jietu will release a new energy product sequence to create two major sequences of a brand. Probably in 2024, it will be fully mixed. At that time, the sales pattern will be 50% fuel and 50% hybrid. The current plan is that there will be about 6-7 hybrid products next year, all of which are a series of products under the platform technology of a new generation of hybrid special engines and hybrid special gearboxes. In the future, there will be at least 8 models of our hybrid series products, and at least 8 models under the traditional fuel vehicle products. The reason why there are so many layouts is to support the strategic goal of one million in 2026.

　　The last one is new marketing, and we always adhere to the core path of new media marketing. When it comes to new media, it is estimated that the whole industry is relatively recognized by Jetway, and our new media contributes more than 1/3 to sales. We have many innovations, such as the industry’s first "white plus black" live broadcast mode. We have set up our own live broadcast team and online celebrity team to build a matrix of more than 6,000 accounts. At the same time, the support for competitiveness is inseparable from channels. At present, the development of Jietu terminal channel is very healthy, and now most dealers can be profitable. At the same time, the dealers are very satisfied, so the whole channel network is healthy. What does this promote? On the one hand, it urges dealers to provide good services to customers. The reason why we can achieve this is that we are strict in the management of the whole market discipline and price system; In addition, the support for dealers, whether it is new media or innovative marketing services like door-to-door test drive, also brings a lot of support to dealers.

　　In a word, it should be based on travel.^＋Strategy, while focusing on internationalization, mixing and new energy strategy, deepen marketing innovation and new media construction, and use these plans to support the overall competitiveness of Jietu Automobile to continue to rise to cope with the current situation of market involution.

　　Aika Auto: It is still the goal of brand upgrading. You just mentioned Jetway Traveler, and we also saw hot search and hot list online. What role does Jetway Traveler play in the process of brand promotion you just mentioned?

　　Liu Yong:This is my understanding of Jetway Traveler. Both inside Chery Group and inside and outside the whole industry, including end users, are very concerned about this car, and we also have high hopes for it. Jietu travelers themselves undertake the whole trip.^＋A very important product of strategy, I understand that it probably shoulders three major responsibilities:

　　The first is brand advancement. The arrival of travelers is to inject new vitality into the whole Jetway brand, and it is also our travel based on this brand.^＋Strategy, an attempt at a new market for cross-country travel, hopes that this product can drive the whole brand upward. At that time, we defined category as the first duty. What is the second responsibility? Chain extension of products. At present, X70 series and X90 series, for example, represent family travel series, Dasheng represents cool travel series, and the arrival of Jietu travelers is to start light cross-country outdoor travel. The reason why we start these three types of travel series is purely to meet the needs of users for diversified travel, so we also put forward high requirements for travelers. For the expansion of our entire product sequence, its third responsibility is to expand the circle of people. The arrival of travelers has helped Jietu to re-arrange the coverage of users, covering many people with different industry backgrounds, different life backgrounds and different age levels, especially those who have high and strong aspirations for travel. This is also the third responsibility given to it.

　　Aika Auto: Actually, it’s quite a long time for travelers to start pre-sale from the beginning to today. There may be voices on the Internet calling travelers "inkers". Why is the marketing pace so slow? Just now you mentioned that after dozens of user co-creations, are we constantly improving in order to tap the needs of many users?

　　Liu Yong:　The word "inkblot" is very popular on the internet now, and it can basically become synonymous with travelers. I think so. "Ink Maker" may be our iron powder and a manifestation of paying attention to users’ voice to travelers.

　　I don’t think we can say ink. Why do you say that? From two aspects, on the one hand, a product needs to go through many steps from design to research and development. In the whole process, we must ensure that there is no mistake in every link, otherwise there is no way to ensure that the products delivered to each customer are qualified, meet the expectations of users and meet their needs.

　　The concept car of this product was released in early January, and it has lasted about 20 months up to now. The longer a car is polished and the longer it takes for quality control, the more secure it is for customers, which is a good thing. Secondly, as many users know, as well as you, the teacher, Jetway’s promise to users is the lifetime warranty of the whole vehicle. In order to fulfill this promise, we test the whole product harshly.

　　We hope to provide a product that can reassure users and satisfy the market, so it is a little late.

　　Aika Auto: With careful polishing, our travelers are positioned as off-road SUVs. What are its core highlights and characteristics?

　　Liu Yong:In fact, we have a lot of highlights. I think this car has a good balance of product strength from the tough appearance to the light off-road ability, comfort and intelligence. In our own words, it can be summed up in four aspects: beauty, pleasure, city and wildness.

　　Keyan adopts the aesthetic design of "vertical and horizontal way" in modeling, and the whole body looks tough and gives people a sense of strength. At the same time, the length, width and height of the car body are 4785/2006/1880mm and the wheelbase is 2800mm respectively. The whole car body is very harmonious, and it can also bring some outstanding space experiences to users.

　　Keyue mainly refers to quality and quality. As I said just now, we promise the users a lifetime warranty for this car. In terms of safety, this car adopts a steel cage body structure, and the high-strength steel of the whole car accounts for 80%. On the other hand, the torsional stiffness of our car body has reached 31000N·m, which is also very high.

　　In terms of intelligence, we have an intelligent cockpit and assisted driving. We use Qualcomm Snapdragon’s 8155 chip, including the entire UI and UE interface, and the operation level is silky. Intelligent language control of the whole scene, millisecond response, very fast speed, intelligent assisted driving can reach L2.5 level.

　　The biggest feature is light off-road ability. Travelers are equipped with the latest sixth-generation technology provided by the world’s first Borg Warner — — XWD automatic intelligent four-wheel drive system. It contains an intelligent torque manager and an intelligent limited slip differential lock, which can distribute the power torque well. This system is very intelligent and easy to operate for off-road white. For example, the conventional four-wheel drive system needs to stop the padlock behind the car, and it can operate automatically. X mode can automatically identify road conditions and automatically switch modes. The second biggest feature is that with the guarantee of four-wheel drive system, it is smoother in the process of driving in corners and faster and more stable on wet roads. I think it is quite competitive in the market.

　　Aika Auto: You just highlighted the four-wheel drive system. Please tell us about the sixth-generation four-wheel drive system provided by Borgwarner.

　　Liu Yong:This four-wheel drive system is the sixth-generation four-wheel drive technology of Borg Warner — — XWD automatic intelligent four-wheel drive. This is the first cooperation between Borgwarner and Jetway, and it is also the first time for travelers to carry it. The core of this is two parts. The first part is the intelligent torque manager I just talked about, which can realize the automatic distribution of torque and transmit the torque of the front axle to the rear axle in real time. The second part is the intelligent limited slip differential lock, which can realize the super four-wheel drive function by intelligently and automatically distributing the torque on the wheels on both sides of the rear axle. The third is Borg Warner, which is the largest supplier of auto parts in the world, so it is trustworthy in terms of technology, function, quality and stability in four-wheel drive. This is the performance of XWD automatic intelligent four-wheel drive, and it is it that gives travelers excellent off-road ability.

　　Aika Auto: You just mentioned the excellent off-road characteristics, but travelers use a load-bearing body, which may be different from the well-known non-load-bearing off-road models. What do you think?

　　Liu Yong:I think the positioning is different. Through a lot of market research and analysis, we found that users need a car with off-road capability, but at the same time it can’t lose comfort and fuel economy. Although everyone belongs to the off-road direction, the models with girders generally pursue the ultimate off-road and take the ultimate route. The traveler’s positioning is a travel off-road SUV, which belongs to a light off-road vehicle, taking into account off-road, comfort and fuel economy. It is a car designed around the scenes of users during travel. Travelers can not only provide users with good off-road functions, but also XWD fully automatic intelligent four-wheel drive and 2.0T Kunpeng Power can provide high power output, comfort and excellent fuel economy. Generally, the fuel consumption of vehicles with girders is very high. Under the same level of 100 kilometers, the fuel consumption difference between vehicles with girders and vehicles without girders is about 2L oil.

　　Aika Auto: Which cars are our travelers currently competing in the market? What’s the difference?

　　Liu Yong:I understand it this way. We position it as a travel off-road SUV, which has a unique market segment. If you want to say absolute competing products, I think big dogs and tank 300 should all belong to this circle. They are all excellent models on the market, and we have a lot to learn from them. From the vehicle itself, it is possible that the traveler is closer to the tank 300. However, the tank 300 is equipped with a girder, which is extremely cross-country and modified. The cross-country ability of travelers is about 70% of it. Through this Chengdu Auto Show, we can see that there will be more and more products in this direction in the future, including the new BJ40 and the Haval Raptors. There will be more and more competing products in this direction. My understanding is that we will make the market bigger and the cake bigger together.

　　Aika Automobile: Recent Exploration06The listing is quite hot, our travelers and exploration06What are the positioning differences, and will there be a competitive relationship?

　　Liu Yong:I don’t think there will be competition. Why do you say that? Exploration 06 is actually owned by our own group. Its positioning is a national four-wheel drive exquisite Yueye SUV, and its main audience is more urban, especially in terms of price, which can bring many surprises to everyone and provide users with a more choice to buy four-wheel drive. Jietu’s positioning is different. Travelers are medium-sized SUVs. In addition, Jietu travelers are equipped with XWD fully automatic intelligent four-wheel drive system, which matches the power of 2.0T Kunpeng, which is quite different from Exploration 06 in terms of vehicle positioning and power matching. In addition, the traveler’s positioning is to travel off-road SUV, and the whole positioning is still different. 　　　

　　Aika Auto: Yes, thank you for sharing! Time relationship: Today’s interview ends here.

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Recently, the performance of Xiaomi eco-chain enterprises in the capital market is very eye-catching.

Roborock, which was listed in science and technology innovation board in February, has become the second highest-priced A-share stock, with a closing price of 867.05 yuan on November 4th, second only to Kweichow Moutai. On October 29th, the second Xiaomi eco-chain enterprise No.9 was listed in science and technology innovation board, with an increase of 103.27% on the first day. As of November 4th, the market value of No.9 was 38.3 billion.

These two companies have achieved rapid development in just five years after joining the Xiaomi ecological chain, and now they have become companies with annual income exceeding 4 billion. However, after listing, it is not a long-term solution to develop into a larger enterprise by relying solely on Xiaomi. They all have a long way to go to "millet".

Why do Roborock and No.9 Company belong to Xiaomi Ecological Chain?

As a well-known angel investor, Lei Jun, the boss of Xiaomi Group, can be regarded as the invisible promoter of science and technology innovation board Company. In April 2019, when science and technology innovation board began to accept the application materials, at least five companies directly or indirectly invested by Lei Jun launched an attack on science and technology innovation board, including Roborock, No.9 Company, Juchen Company, Fangbang Company and Chuangxin Laser.

Of these five companies, four except Chuangxin Laser have successfully listed in science and technology innovation board. At the end of October, Chuangxin Laser officially decided to withdraw the relevant application materials of science and technology innovation board IPO to terminate its listing, which was the first time that Lei Jun failed in science and technology innovation board.

Although they are all invested by Lei Jun, Roborock and No.9 Company are slightly different from the other three companies. First of all, Lei Jun, the capital of these two companies, intervened earlier and held more shares. Secondly, it has a close relationship with Xiaomi. In the words of Lei Jun, it is "one of the earliest members of the Xiaomi ecological chain family."

Roborock was founded in 2014, and started out as an OEM Xiaomi sweeping robot. In 2015, it obtained Shunwei Capital and Tianjin Jinmi Investment from Lei Jun Department. After the company went public, Shunwei Capital held 9.64%, Tianjin Jinmi held 8.89%, and Lei Jun Department held 18.53% of the total shares.

Company No.9 was established in 2012, and its products include intelligent electric balance car and intelligent electric scooter. In the A round of financing in 2015, Shunwei Capital and People Better investment were obtained, among which People Better is the wholly-owned grandson company of Xiaomi. After the company went public, People Better and Shunwei Capital each held 9.82%, and Lei Jun held 19.64% of the total shares.

However, Fangbang shares and Chuangxin Laser only acquired the surprise shares of Lei Jun Department a few months before submitting the prospectus, and the shareholding ratio was not high. At present, Hubei Xiaomi Changjiang Industrial Fund only holds 2.50% of Fangbang shares.

With the rapid development of Xiaomi’s "halo" scale.

Roborock and No.9 Company have achieved rapid development after being invested by Lei Jun Department and becoming Xiaomi ecological chain enterprises.

In 2016, Roborock began to develop "Mijia Intelligent Sweeping Robot" for Xiaomi. In 2017 and 2018, Roborock successively launched its own brands of "Stone Intelligent Sweeping Robot" and "Xiaowa Sweeping Robot", and its revenue increased from 183 million to 4.205 billion. However, the growth rate of Roborock’s income has been declining year by year. In the first three quarters of 2020, the income was 2.98 billion, down 1.65% year-on-year.

Similar to Roborock, Company No.9 obtained the key fund to acquire Segway, the world’s largest balance car company, after obtaining Xiaomi investment in 2015, which became a turning point in the company’s development. However, since 2018, the revenue of Company No.9 has slowed down. In the first three quarters of 2020, the revenue was 4.318 billion, down 5.84% year-on-year.

According to the analysis of brokerage research report, the two companies relied on Xiaomi’s strong ecological potential in the early days of their establishment to quickly and smoothly spend the initial stage of the enterprise, which provided a good foundation for the subsequent development of their own brands. In the early days of the company’s establishment, Xiaomi found stable and high-quality suppliers for No.9 and Roborock with its brand advantages. Three of the top five suppliers in Roborock are also major suppliers of Xiaomi, namely Xinwangda, Side Battery and Avnet Technology.

In addition to the help of funds and suppliers, Xiaomi also has a huge user base, as well as strong online channels and extensive offline channels to help eco-chain companies quickly open the market. Eco-chain companies have advantages in sales. In 2019, the sales expense ratio of No.9 was 6.35%, the sales expense ratio of Roborock was 8.42%, and the sales expense ratio of similar companies was 23.19%. The sales expense ratios of the two companies were obviously low.

In the first three quarters of 2020, the net profit of Company No.9 returned to its mother was 85 million, and it finally achieved profitability. From 2016 to 2019, the company accumulated losses of 2.947 billion. In contrast, Roborock has a good profitability, with a net profit of 899 million in the first three quarters of 2020, a year-on-year increase of 54.47%.

The two companies grew up from scratch. In just five years after receiving Xiaomi’s investment, they succeeded in the two sub-sectors of sweeping robot and balance car respectively, which is closely related to Xiaomi’s help.

However, Xiaomi is mainly cost-effective, and supplying Xiaomi will greatly reduce the company’s gross profit margin.

Take Company No.9 as an example. The average unit price of the same product sold to Xiaomi is 15%-20% lower than the average selling price of the company. In the past three years, the gross profit margin of products sold to Xiaomi has decreased year by year. Roborock is similar to No.9. In 2018, the gross profit margin of Mijia sweeping robot was 14.99%, while that of stone sweeping robot was as high as 42.06%, a full difference of 27.07 percentage points.

The Difficult Road for Eco-chain Enterprises to "Millet"

The two companies quickly opened up the market awareness by OEM for Xiaomi, but relying solely on Xiaomi’s platform is not enough to support its long-term development. Therefore, Xiaomi eco-chain enterprises such as Huami, Stone and No.9 have started to launch their own brands, expand sales channels and promote "millet" after they started their brands.

For example, while Roborock and No.9 Company sell their own brands through Xiaomi’s channels, they cooperate with e-commerce channels such as JD.COM, Suning and Tmall, and go hand in hand online and offline.

However, it is not easy to "millet".

From 2016 to 2019, the first customers of the two companies were Xiaomi Group. In 2019, Roborock’s income from Xiaomi was 1.441 billion, accounting for 34.27%; Company No.9′ s revenue from Xiaomi was 2.400 billion, accounting for 52.33%. In terms of income, the income of the two companies from Xiaomi showed a downward trend. However, the decline in the purchase amount of Xiaomi in 2019 led to a sharp slowdown in the revenue growth of the two companies, and Xiaomi can still have a greater impact on the company.

Although Roborock’s dependence on Xiaomi has decreased significantly, there are still hidden dangers in the company’s development. The products are single, and the revenue of sweeping robot business accounts for 98%.

At present, the sweeping robot industry is still in the development stage, with more than 200 brands on the market and fierce competition in the industry. The data shows that from 2014 to 2019, the retail sales of sweeping robots in China increased from 2.2 billion to 8 billion, with a compound annual growth rate of 29%. The top three brands in the domestic market are Cobos, Mijia and Stone, with market share of 49.4%, 12.0% and 11.1% respectively. Although the market share of stone’s own brand ranks third, many of them are brought by Xiaomi aura. If we get rid of Xiaomi and rely on stone itself, will it still be competitive?

Company No.9 is similar to Roborock. According to the prospectus of Company No.9, the compound annual growth rate of China’s balance car production is only 2.3% from 2015 to 2019, and the demand in 2019 is only 3.9 million units, which is less than 25% of the production. The development space of the balance car market is not high. Moreover, No.9 is more dependent on Xiaomi in terms of income, and it is even more difficult to "millet".

The ultimate success of Xiaomi eco-chain enterprises is that every enterprise has the ability of self-survival, making efforts in products, channels, supply chains and other aspects, and gaining a bigger market and achieving higher returns on the basis of Xiaomi platform. It’s just a difficult road to "millet".

　　In recent days, the network operation center of Qinhuangdao Branch of China Post Group Company, located in Lingang Logistics Park, Haigang District, Qinhuangdao City, Hebei Province, has been doing a good job in epidemic prevention and control, and at the same time, it has seized the time to sort express parcels to ensure smooth logistics and transportation.

　　Photo by Cao Jianxiong (People’s Vision)

　　Since the outbreak of the COVID-19 epidemic, the production and operation of logistics enterprises have been greatly affected, and the social logistics cost has risen in stages. In view of these problems, Gao Gao, Deputy Secretary-General of the National Development and Reform Commission, pointed out at the press conference held by the the State Council Joint Prevention and Control Mechanism on March 6 that at present, the key point is to solve the obstacles and operating cost pressure faced by logistics enterprises and support the logistics industry to resume normal operation as soon as possible; In the future, efforts should be made to promote the construction of a safe and efficient logistics operation system and further enhance the ability of the logistics industry to cope with external shocks and serve the national economy.

　　The return to work rate of logistics enterprises exceeds 60%

　　The logistics industry plays an important supporting role in coordinating the prevention and control of epidemic situation and economic and social development. What is the situation of returning to work?

　　Gao Gao introduced that at present, there are about 400,000 logistics-related legal entities in China, with more than 50 million employees. By the end of February, the proportion of logistics enterprises in China has exceeded 60%, the road freight market has continued to pick up, the vehicle operating rate has been restored to 70%, and the rate of returning to work in logistics parks is close to 90%, especially for a number of national logistics hubs and demonstration logistics parks.

　　Regarding the express delivery that people are concerned about, Liu Jun, deputy director of the State Post Bureau, said that after the outbreak, the State Post Bureau organized and mobilized the postal express delivery industry to fully guarantee the transportation and delivery of epidemic prevention materials and the distribution of daily necessities, and to distinguish enterprises from orderly resumption of work and production, speed up the smooth economic cycle, and strive to meet the needs of people’s livelihood. At present, there are nearly 3 million people who have returned to work in the postal express delivery industry, with a return rate of 90.2%, handling more than 160 million pieces of express mail every day, and a recovery rate of over 80%.

　　"Judging from what we have learned in the past few days, the situation of resuming work and production continues to improve. Logistics related to daily necessities, such as express delivery, has a relatively fast recovery speed, and the rate of returning to work and the yield are relatively high. Relatively speaking, productive logistics is extensive and involves the coordination and linkage of different industries and different upstream and downstream, and the recovery situation is weaker than that of life logistics. " Gao Wei said.

　　Get through the blocking point of agricultural products entering the city

　　The overall situation is improving, but problems such as the failure to return to work and the ineffective guarantee of the timeliness of mail express still exist. Liu Jun pointed out that postal express delivery enterprises belong to network enterprises. Due to the epidemic control policy, the production capacity recovery area is not balanced enough. Distribution centers, municipal processing sites and terminal business outlets in some areas such as Hubei have not resumed normal operations, which has a direct impact on the smooth operation of the whole network.

　　"During the epidemic, some communities and rural areas were under strict control, and the courier brother could not deliver normally. Especially now, the utilization rate of smart express boxes is less than 50%, which directly affects the delivery efficiency." Liu Jun said that at the same time, the production capacity of upstream SMEs of some e-commerce companies has recovered unevenly. Some consumers have placed orders, but they cannot generate packages in time, which also has some impact on the whole time limit.

　　Liu Jun said that in order to ensure the quality of service, the State Post Bureau requires delivery enterprises to effectively guarantee the production capacity of personnel, transportation capacity and equipment, strengthen the management and scheduling of reasonable time limit for express mail, and give priority to dealing with the backlog and problems caused by the epidemic. In the next step, it is necessary to keep the "green channel" for the transportation and delivery of epidemic prevention materials unimpeded, and timely and efficiently distribute the needed materials for the front line of epidemic prevention and control. At the same time, it is necessary to give priority to the distribution of basic living materials for residents in closed management areas, concentrate on the delivery service of agricultural and sideline products into cities, and help solve the problem of unsalable agricultural products. "Now the epidemic situation has a greater impact on agricultural products entering the city. Recently, our focus has been on getting through the blocking points in this area and smoothing the circulation channels."

　　"We will continue to promote the resumption of work in the express delivery industry in stages and continuously improve the production capacity according to market demand." Liu Jun said that it is preliminarily predicted that by mid-March, except Hubei, the whole network will basically return to normal.

　　Increase fiscal, taxation and financial support

　　"This epidemic has had a great impact on the logistics industry. Recently, the National Development and Reform Commission, together with relevant parties, aimed at the outstanding problems that restrict the resumption of production and long-term development of the logistics industry, in accordance with ‘ Combination of distance and overall consideration ’ The principle of putting forward a series of policy measures. " Gao Wei said.

　　The intensity of tax reduction and fee reduction has increased in stages. Within a certain period of time, we will continue to implement the policy of halving the urban land use tax for bulk commodity storage land that expired at the end of last year. From March 1 to June 30, the port construction fee for import and export goods will be exempted, and the government-set charges such as port charges and port facility security fees will be reduced by 20%, and the compulsory emergency response services and charges for non-tanker cargo ships will be cancelled. Before the end of June, the railway insured price, the delayed use of containers, the detention of trucks and other fees will be halved. Transportation and logistics enterprises that perform emergency transportation tasks during the epidemic prevention and control period belong to the government’s purchase of public services, and governments at all levels should give compensation.

　　In terms of financial support, Gao Gao introduced that the national list of key enterprises for epidemic prevention and control is being published in a rolling way, and several groups of key logistics enterprises have been recommended to be included in this list, and financial institutions can provide them with preferential interest rate loans by using special refinancing. At the same time, ease the financial pressure of small and micro logistics enterprises with a wide range and a large quantity, and encourage financial institutions to temporarily postpone the repayment of principal and interest on their loans, especially not to borrow, keep lending and keep lending.

　　"Policy measures also involve accelerating the improvement of the emergency logistics system, deepening the adjustment of cargo transportation structure, and improving the level of modern supply chain." Gao Gao said that the National Development and Reform Commission will work with relevant departments and localities to implement relevant policies, support and guide logistics enterprises to resume work and production in an orderly manner, increase dynamic monitoring of the operation of the logistics industry, promote the transformation and upgrading of the logistics industry, improve quality and efficiency, and provide a strong guarantee for the sustained and healthy development of the national economy.