Oportunidades no exterior, exploração inteligente, configuração da mesa de jogo... Zhu Jiangming, da Leapmotor, respondeu a esses tópicos quentes

Zero Run Communication Meeting, 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 meeting, Zero Run Automobile (09863.HK) founder, chairman, and CEO said in an interview with Yicai. On that day, Zero Run officially launched its first global model on the new A platform—the Zero Run A10, bringing parking to parking navigation assist into the market under 100,000.

As last year’s largest new force car company in terms of overseas sales, Zero Run’s export volume reached 67,000 units last year, with total vehicle sales nearly 600,000 units. This year, the company has set a target of one million sales for the entire year, of which the overseas portion is 150,000 units.

Zhu Jiangming stated that changes in the oil market have brought both risks and opportunities, and from a global electrification perspective, in addition to China accelerating, overseas markets will also accelerate, providing many opportunities for the Chinese automotive industry. He mentioned that although the situation in the Middle East has caused sales difficulties in some regions, the rise in oil prices has increased market demand for electric vehicles, therefore Zero Run’s overseas sales of 150,000 units this year are very likely to meet expectations.

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 aspect. To reduce investment, Zero Run’s intelligent driving in the early stage has always adopted a following strategy, focusing on building capabilities. Starting in 2024, large-scale investments will be made, and the intelligent driving team currently has over 700 people and nearly 600 training servers, achieving 100% self-developed capabilities.

Zero Run has defined 2026 as the year of intelligent driving, which means that intelligent assisted driving has reached the “usable stage.” Zero Run hopes to further increase the penetration rate of intelligent driving functions, thus extending intelligent driving capabilities to the A series priced under 100,000. Regarding the challenges posed to the development of intelligent driving capabilities by memory shortages, Zhu Jiangming responded, “Currently, the cockpit 8155/8295 and intelligent driving 8650 are supplied by Qualcomm, which is relatively better, but if the quantity of the new A10 model 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 the goal of a profit of 5 billion yuan this year. He believes that the shared space of 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 automotive brands in China, Zhu Jiangming stated that China cannot actually accommodate 17 car companies, “We must always have a clear understanding that to avoid being eliminated, we must be at the table, working seriously, very hard, and improving a little bit each year. If we only improve one or two places each 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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