The auto industry went to the U.S. to raise 1.47 billion US dollars. Now, Xiaopeng automobile, which is also a new automobile making force, has formally submitted a prospectus to the US Securities and Exchange Commission (SEC) and intends to list on the New York Stock Exchange under the stock code of “xpev”. The Underwriters include < / P > < p > which means that as the most popular new automobile manufacturing force in China’s new energy vehicle industry in recent years, Weilai and Li Both Xiang and Xiao Peng will land in the international capital market and stand on the same stage with Tesla. < / P > < p > from the perspective of the development history of China’s new energy vehicle industry, in the early years, the state adopted a strong subsidy policy for the new energy vehicle industry, which was stimulated by the favorable effect of the policy. As of March 2019, the total number of new energy vehicle enterprises registered on the national platform reached 635. However, with the emergence of overheating phenomenon in the industry, especially some new energy vehicle enterprises exposed fraud and subsidy scandals, the state has also re formulated the policy of subsidy and retrogression. The trend of reshuffle in the new energy vehicle industry is obvious, and some automobile enterprises have gone bankrupt. However, Wei Lai, ideal and Xiao Peng, who are both new forces of car making, finally passed the most difficult start-up period and successively landed in US stocks. In terms of market value, as of August 11, Weilai’s market value was $16.8 billion, and its ideal market value was $13.8 billion, while Tesla’s market value was more than $260 billion, which was not in the same order of magnitude. However, Weilai, ideal and Xiaopeng, which will be listed soon, are the latecomers in the new energy vehicle industry compared with Tesla. Therefore, what users are most concerned about is whether China’s new energy vehicle industry can realize the new pattern of “Weilai, idealized and Xiaopeng” fighting Tesla “in the future? < p > < p > first of all, compared with the core capacity of mass production, Weilai’s stock price has soared recently. Of course, this is due to the hot market in the US stock market, and is closely related to the first quarterly delivery of more than 10000 yuan in the second quarter of this year. At the same time, Xiaopeng held the p7 scale delivery ceremony in four places on July 17, and the ideal production capacity in the first quarter has also been greatly improved. The rapid expansion of production capacity means that these automobile enterprises have already possessed large-scale production capacity, which has become a key parameter for investors to consider the development prospects of enterprises. Of course, compared with Tesla’s accelerated scale-up in China, the three new domestic car manufacturing forces still have obvious deficiencies. In the first half of the year, Tesla sold 45754 vehicles in China, more than twice the second place BYD. With the construction of Tesla’s Shanghai plant, its capacity in China will be further expanded in the future. < / P > < p > secondly, in addition to the vehicle performance, such as endurance, there is also an important parameter in the new energy vehicle industry, which is the construction of supporting service network with charging pile as the core. Tesla V3 super charging pile has been launched in Beijing, Shanghai and Guangzhou. It will realize the charging of new energy vehicles and run 250 kilometers in 15 minutes. After that, it will continue to open new V3 sites throughout the country, and achieve the goal of adding 4000 super charging piles (including V3 super charging piles) throughout the year. At present, Tesla has built more than 2800 super charging piles and 2500 destination charging piles in China, which can cover about 90% of densely populated cities. < p > < p > by contrast, Weilai has 356 charging stations and 1070 charging piles; Xiaopeng automobile has 89 charging stations and more than 300 charging piles; the number of charging piles of ideal car has not been disclosed, but it is believed that it is not much higher. < / P > < p > in addition, a considerable proportion of Weilai and Xiaopeng’s charging piles are franchise and cooperation charging piles. The problem is that compared with Tesla’s self built charging point network, the layout of franchise and cooperative charging piles is not reasonable, there are blind spots in layout in some areas, technical failure is easy to occur, technology is not recognized, operation and maintenance are not in place, which leads to “charging difficulty” for vehicle owners, which seriously affects their use experience. < / P > < p > this may be the key to some Tesla models, even though their endurance is not as good as those of their competitors, but they can still win the approval of users and pay the bill. For the owners of new energy vehicles, even if the vehicle has less mileage, it can also guarantee the operation if it can be easily and quickly charged. < / P > < p > Third, in terms of brand and quality, Tesla is still in the top 1 of new energy vehicle brands in China and even in the world, occupying the minds of a large number of middle-class users, which has become the main reason for Tesla’s popularity in the Chinese market. However, it will take time for Weilai, Xiaopeng and ideal brands to be established. In terms of quality, although Tesla also has accident news from time to time, Weilai’s previous large-scale recall events, frequent failure to speed up by pedaling on the accelerator pedal, roof leakage, broken axle, abnormal steering gear sound and even spontaneous combustion The negative events such as “broken axle” and “peculiar smell door” of Xiaopeng automobile will also cause users to have doubts about its performance and quality. Considering the current sales volume comparison of Tesla with Weilai, ideality and Xiaopeng, the three new domestic automobile manufacturing forces are facing greater warranty pressure in terms of accident incidence rate. In terms of price, Tesla has expanded from “noble car” in those years to high-end, mid end and other multi price models in parallel. It is reported that by the end of this year, the localization rate of model 3 is expected to reach more than 80%, which means that the price reduction space of model 3 is still not small. This will also indirectly cause the price advantage of Weilai, ideality and Xiaopeng to be further reduced. < p > < p > it can be seen that in the face of a larger Tesla, if Weilai, idealist and Xiaopeng develop together and complement each other’s advantages, they may further enhance their competitiveness through resource integration, which is what domestic consumers are happy to see. A dominant new energy vehicle market can not develop well. Weilai, ideality and Xiaopeng, which are backed by Tencent, meituan and Alibaba, still have enough sprint tracks. Taking advantage of the huge domestic market demand and the overall support of the state for the new energy vehicle industry, it is necessary to increase technical investment and improve vehicle quality, and accelerate investment in the construction of charging pile, so as to join Tesla Higher and lower.