After BYD and Didi announced the deep cooperation, the action of this brand deserves more attention.

Recently, the focus of the automobile circle is basically on the Guangzhou Auto Show, and all kinds of reports, whether cars or car models, have been overwhelming. In this last carnival in 2020, some relatively less eye-catching and industrial news attracted our attention more than the noisy auto show.

Just before the auto show, BYD and Didi Chuxing jointly held a press conference. Two things were mainly said at the meeting: First, BYD and Didi Chuxing reached an in-depth strategic cooperation agreement. Second, based on this strategic agreement, BYD specially launched a special edition of pure electric vehicles named D 1 for Didi.

To put it bluntly, this car is a special model specially built by BYD for Didi. The launch and joint conference of D 1 attracted the attention of many people in the industry. Just recently, some rumors we learned from the internet showed that Weimar Automobile was suspected to be carrying out similar plans.

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Weimar will enter the European market, what are the similarities and differences with BYD model?

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According to these news, Weimar Automobile is suspected to have signed an intentional agreement with Uber recently, and Weimar Automobile will export EX5 models to more than ten European countries (including Britain and some EU member States) for Uber local drivers to choose from. The source mentioned that the cooperation between Weimar and Uber is suspected to be in the form of procurement, that is, Uber Europe orders a certain number of EX5 models from Weimar, and Weimar Automobile exports to the corresponding countries after completing the compliance procedures of the corresponding EX5 models, which is provided by Uber to Uber local operators for selection.

Compared with the cooperation mode between Didi and BYD mentioned above, Weimar's actions are obviously different. First of all, the form of cooperation between the two parties is bulk purchase, not the "* * * construction model" of Didi BYD cooperation. BYD's D 1 model tailored for Didi is not fully responsible for all R&D and usage costs, and Didi, as a partner, also needs to bear part of it.

And the D 1 model is only used by Didi Platform. Considering that the cost of developing a new car is not low, the direct side effect of BYD and Didi's move is that the cost of each D 1 going to bike-sharing will be much higher than that under the traditional bulk purchase mode. And according to the information we got, Didi and BYD have a fixed minimum supply agreement for this D 1.

Considering the exclusiveness of BYD's cooperation with Didi (that is, other platforms can't use D 1), in the event of any unpredictable accident, D 1 is prone to upside down production and sales, resulting in a large amount of unrecoverable inventory, which will be a big burden for BYD. The cooperation between Weimar and Uber adopts the traditional bulk purchasing mode, which has obvious advantages under the control of inventory pressure, anti-risk ability and even bicycle cost. For Uber, the operator, the bulk purchase mode is also more flexible, which is convenient for enterprises to dynamically adjust the purchase volume according to their own conditions. It can be said that the cooperation between BYD and Didi earned face. If the situation is true, the cooperation between Weimar and Uber earned profits.

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Which model is better or worse?

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In fact, whether it is the deep binding between BYD and Didi, the joint development of exclusive models, or the cooperation between Weimar and Uber, this form adopts the traditional mass procurement model. They are similar in many ways. First of all, the commercial motives of these two methods are the same. Tourism platform sees the advantages of self-built tourism platform (Cao Cao, Ru Qi, etc. ) by domestic car companies, and they also want to unify the user experience. The deep cooperation between travel companies and car companies is an inevitable choice.

For car companies, cooperation with travel platforms also has many benefits. On the one hand, it can digest inventory and improve the efficiency of production line. On the other hand, with the huge purchase volume brought by tourism enterprises, it is easy to form scale effect, which is of great benefit to supply chain bargaining and the weight of new technology application. It can be said that both modes are win-win in the end.

But the difference is that BYD cooperates with Didi and faces the domestic market. At present, according to the statistics of authoritative departments, the domestic online car consumption population is about 400 million, which basically covers most cities in China. Didi itself is almost monopolistic in China's online car platform. It can be said that the cooperation between BYD and Didi is conservatively estimated at around 250 million people. This is the main basis for their cooperation.

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Breaking into the European market requires absolute strength.

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On the other hand, Weimar is in the European market. Although Europe is not big, it is basically a developed country, and the penetration rate of online car is extremely high. In particular, the UK and several European Union countries where Weimar Infrastructure entered are old-fashioned developed countries with extremely mature automobile culture and a large number of urban middle-class groups. Although we don't know which countries Weimar will be exported to, Britain, Germany, France, Austria, Italy, Norway and so on. They are all in the European Union (at present, the European Union also includes Britain, and the process of Britain's withdrawal from the EU is not over yet). Without exception, these EU countries are very supportive of pure electric vehicles.

Although the population is small, the number of online car users in these developed countries is basically equal to or even slightly more than that in China. Therefore, in terms of influence, the cooperation between Weimar and Uber can easily achieve public coverage equal to or higher than BYD's Didi model.

And more importantly, Weimar is now going to the European market, which is well known as the most demanding market for imported cars. Since Weimar's cars are going to enter the most demanding market in the world on a large scale, it inevitably means that Weimar, a brand from China, must be able to gain a foothold in the western European and northern European markets. This inevitably means that Weimar's production cars must reach the average level of European counterparts or higher.

To put it bluntly, BYD and Didi challenge the innovation and win-win of business models. The cooperation between Weimar and Uber is not only a commercial cooperation, but also an attempt by China Manufacturing to enter an established automobile power. Since Uber chose to cooperate with Weimar to enter the western European and northern European markets, Weimar has such a strong hand and strong hand in Europe. It must be proved that Weimar automobile has enough confidence. And this kind of confidence, we have not been able to see in BYD.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.