Kesempatan luar negeri, penjelajahan pintar, pola meja permainan... Zhu Jiangming dari Leap Motor menanggapi tren-tren ini

Zero Run Communication Conference, Zhu Jiangming Responds to Market Hotspots.

“Zero Run’s overseas sales of 150,000 units this year are still very likely to meet expectations.” On March 26, at a media communication conference, the founder, chairman, and CEO of Zero Run Automobile (09863.HK) stated in an interview with Yicai. On that day, Zero Run officially launched the new A platform’s first global model - Zero Run A10, bringing parking space to parking space navigation assistance into the market under 100,000.

As the new force car company with the largest overseas volume last year, Zero Run’s export volume reached 67,000 units, with total vehicle sales approaching 600,000 for the year. This year, the company set an annual sales target of one million units, with the overseas portion being 150,000 units.

Zhu Jiangming stated that fluctuations in the oil market have brought both danger and opportunity. From a global electrification perspective, besides China accelerating, overseas markets will also accelerate, providing many opportunities for the Chinese automotive industry. He said that although the situation in the Middle East has brought sales difficulties in some regions, the rise in oil prices has also made market demand for electric vehicles larger, thus making Zero Run’s overseas sales target of 150,000 units this year very likely to be achieved.

Zhu Jiangming said that the second half of the new energy vehicle market will definitely be intelligent, with high-level assisted driving being the most important. To reduce investment, Zero Run’s intelligent driving has been using a following strategy in the early stages, focusing on building capabilities. Starting in 2024, they will invest on a large scale, with the intelligent driving team currently exceeding 700 people, owning nearly 600 training servers, and building 100% autonomous capabilities.

Zero Run has defined 2026 as the year of intelligent driving, meaning that intelligent assisted driving has reached the “usable stage.” Zero Run hopes to further increase the penetration rate of intelligent driving functions, so they have decentralized intelligent driving features into the A series priced under 100,000. Regarding challenges posed by memory shortages to the development of intelligent driving capabilities, Zhu Jiangming responded, “Currently, the cockpit 8155/8295 and intelligent driving 8650 are supplied by Qualcomm, which is relatively better, but if the volume of the new A10 car reaches a certain level, combined with the continued rise in memory prices, challenges will also arise.”

Zhu Jiangming also responded to how Zero Run plans to achieve its profit target of 5 billion yuan this year. He believes that the shared space from R&D expenses, marketing expenses, and public management expenses brought by scale effects is an opportunity for profit this year.

When discussing the current situation of many car brands in China, Zhu Jiangming stated that China cannot actually accommodate 17 car companies. “One must always have a clear awareness of being able to avoid elimination, to stay at the table; only by being diligent, very hardworking, and making progress every year, even if just a little bit. Only by improving one or two ranks every year, otherwise the last one will be me, and I could be eliminated at any time.” Zhu Jiangming said that always having this sense of urgency and crisis is the most important.

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