Is the gap between China car companies and Tesla near or far?

This week, when we were working for the iPhone? 12 pick up the iPhone? When the border design of 4 was boring, Tesla's third-quarter earnings report was undoubtedly renamed as "Made in America".

Are you online? Q3？ In this quarter, Tesla's record-breaking production and delivery not only made its total revenue and automobile sales revenue hit a new high, but also made the profit of the automobile business higher? 2 1.05? A billion dollars. At the same time, Tesla also hit a record high? 23.5%? Overall gross profit margin and? 27.7%? Gross profit margin of automobiles.

It is worth noting that Tesla's higher overall gross profit margin and vehicle gross profit margin are still based on the average sales price of vehicles reduced by Q3. In this way, I believe that all major car companies are working for Tesla on Model? 3/Y？ The car is shivering under the increasingly powerful cost control.

From this point of view, although the news of Tesla's recent frequent price cuts is controversial, Tesla's innovation and price cuts seem to be more "logical" than Apple's move to use the design of ten years ago on the new iPhone, and the price has not dropped much.

However, rather than saying that Tesla's Q3 financial report data makes major car companies "envy and hate", it is better to say that Tesla's vertical integration ability in all aspects of manufacturing now makes them feel "desperate gap".

"We? Made it? That? Machine? That? Made it? That? Machine? That? Made it? That? Machine. " (We have made machines to make cars) Musk said in the earnings conference call.

Although reading is awkward, Tesla's factory has indeed become an "industry barrier" that no one can overcome for the time being. Through vertical integration, Tesla firmly holds a series of core technologies in its own hands, whether it is hardware or software.

For traditional car companies that have always adopted the "supplier-built car" model, even if it is difficult to catch up, a lesson is urgently needed.

For example, FIZ, which was officially put into production by BMW Group recently? North R&D Center will not only become the new core of BMW Group's global R&D network, but also a new "moat" that BMW intends to build.

According to the official, this R&D center with 65,438+000 test benches and 200 laboratories can create an innovation platform for 4,800 automobile R&D personnel. In the future, the software and hardware of BMW's new car will be "born" from this, further boosting BMW's digital transformation.

However, it is still too early to draw a conclusion whether it is wise for Musk to hope that Tesla will integrate vertically as much as possible in manufacturing. However, major traditional car companies still hope to plan their future by "integrating Lian Heng".

Recently, Toyota decided to provide "gasoline-electric" hybrid technology system to its joint venture partner Guangzhou Automobile Group in China, which is the first time Toyota has provided core hybrid technology to overseas enterprises.

Although some analysts have pointed out that this is only a "accommodating feeling" after Toyota's hybrid technology patent has passed the protection period, we should have an insight into why the transfer object is GAC. What does Toyota want to "exchange"?

In fact, Guangzhou Automobile New Energy AION was applied earlier? Behind the overall technology of GAC Toyota iA5 is actually Toyota's recognition of GAC's new energy pure electric technology.

At the same time, the recent news that GAC New Energy is about to become independent has also attracted close attention from the capital market. Some investors even pointed out that if GAC New Energy is listed independently, it will become the most valuable new energy automobile enterprise in China.

All in all, GAC's core technology and exclusive platform in the field of pure electricity may be the key that Toyota dreams of most. The electric vehicles related to Volkswagen MEB platform will be listed soon, and it is estimated that it will take a long time for Toyota's e-TNGA to really land. Seeing that domestic Tesla's offensive in China is so fierce, Toyota must be worried.

At present, although the competition for the future technology trend of the automobile industry is becoming increasingly fierce, Tesla has become the "star representative" of the future automobile manufacturing in just ten years. Obviously, there is something that the industry should think more rationally and deeply.

In other words, the word "mass production" will be redefined in the future.

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