PEdaily tau kawm tshwj xeeb tshaj yog tias Leekr Technology, tus muab kev pabcuam ntawm lub tshuab chassis ntse, tau ua tiav nws cov nyiaj txiag Series C, nce ntau dua 1 billion RMB. Cov npe ntawm cov tub ua lag luam yog impressive:

 

Qhov kev sib tw no tau koom ua ke los ntawm Hangzhou Fuchun Bay New City Development Fund, Saize Capital, Hefei Kev Tsim Kho Kev Lag Luam, Hefei Baohe Navigation Fund, Baohe Science thiab Innovation Fund, Guohai Innovation Capital, Chery Group's

 

Ruicheng Fund, Huaying Investment, Guxin Investment, thiab Shengrui Duxing.

 

Founded hauv 2021, Leekr Technology tau nce ze li ntawm 2 billion RMB hauv tsuas yog peb xyoos, nrog rau cov npe ntev ntawm cov tub ua lag luam, ua rau ntau tus txaus ntshai.

 

Qhov kev vam meej no tsuas yog ib feem ntawm daim duab loj dua. Raws li ib nrab ntawm lub zog tshiab lub tsheb (NEV) era nthuav tawm, lub peev xwm los koom ua ke chassis systems tsis yog ib qho txiaj ntsig xaiv tau, tab sis qhov tseem ceeb ntawm kev txiav txim siab txoj hmoo ntawm cov khoom thiab txawm tias tag nrho cov tuam txhab.

 

Qhov thib ob ib nrab ntawm NEV Era

Ib tug Tsaus Nees tshwm sim nyob rau hauv Intelligent Chassis Sector

 

Vim li cas lub chassis ntse thiaj li kub?

 

Cia peb saib qee tus lej: Raws li cov ntaub ntawv tshiab tshaj plaws los ntawm Tuam Tshoj Cov Neeg Caij Tsheb Hauv Tsheb (CPCA), thaum lub Tsib Hlis 2024, Tuam Tshoj lub khw NEV pom cov khw muag khoom muag ntawm 804,000 units, ib xyoos- Nyob rau lub xyoo nce ntawm 38.5% thiab ib hlis-rau-lub hlis nce ntawm 18.7%. Lub caij no, NEV nkag mus rau hauv Tuam Tshoj lub khw muag khoom hauv tsev tau nce mus txog 47.0% hauv lub Tsib Hlis, nce 14 feem pua ​​​​ntawm cov ntsiab lus ntawm tib lub sijhawm xyoo tas los.

 

Nyob rau tib lub sijhawm, kev teeb tsa tus nqi ntawm kev tsav tsheb ntse kuj tau nce ntxiv. Raws li 2024 Lub Ob Hlis Auto Intelligent Connectivity Insight Report tau sib koom ua ke los ntawm CPCA, thaum Lub Ib Hlis-Lub Ob Hlis xyoo no, kev teeb tsa tus nqi ntawm L2- qib thiab siab dua kev pab tsav tsheb hauv NEV cov neeg caij tsheb mus txog 62.5%. Nws yog qhov tsis lees paub tias kev txawj ntse tau dhau los ua qhov tseem ceeb ntawm kev sib tw hauv ib nrab ntawm NEV kev sib tw.

 

Raws li ib qho ntawm peb yam tseem ceeb ntawm lub tsheb loj, lub chassis tam sim no tau muab ntau lub peev xwm thiab cov kev xav tau. Lub chassis ntse tau tshwm sim ntawm kev sib tshuam ntawm ob lub ntsiab lus tseem ceeb ntawm kev siv hluav taws xob thiab kev tsav tsheb ntse.

 

Piv nrog rau cov tsoos automotive chassis, ntse chassis nthuav lub luag haujlwm ntawm lub chassis, tso cai rau nws muab kev tswj xyuas siab, kev nkag siab ntawm cov xwm txheej, thiab kev ua haujlwm ceev ceev, dhau los ua ib qho tseem ceeb rau kev nyab xeeb ntawm NEVs. Qhov no kuj txhais tau hais tias lub chassis ntse yog tus yuam sij rau kev ua tiav kev tsav tsheb siab tshaj plaws thiab yog qhov tseem ceeb "chokepoint" thev naus laus zis uas kev lag luam tsheb yuav tsum kov yeej kom muaj kev ywj pheej thiab kev tswj hwm.

 

Nrog rau kev hloov tsheb los ntawm roj tsheb mus rau NEVs, Leekr Technology tau raug tsim los ntawm xyoo 2021 los ntawm ib pab tub rog uas tau koom nrog hauv cov tub ntxhais chassis rau ntau xyoo lawm. Los ntawm kev siv cov cuab yeej siv hluav taws xob sib xyaw ua ke raws li kev ua tiav, lawv tau tsim cov khoom lag luam sai thiab ua tiav cov khoom loj loj, tau txais txiaj ntsig zoo rau thawj-mover thiab kev ruaj ntseg txaus los tsim kom muaj kev nyab xeeb, ua tau zoo, thiab ntse ua tiav cov hlau tswj chassis daws rau automakers. .

 

 

Cov hlau-tswj braking system yog ib qho tseem ceeb ntawm cov ntse chassis system. Nws hloov tag nrho cov txheej txheem kev sib kis ntawm cov khoom siv sib txuas thiab kev sib tsoo nrog cov teeb liab hluav taws xob kom xa cov lus txib braking. Hlau-tswj braking systems muab cov lus teb nrawm dua thiab kev hloov kho ntau dua, ua haujlwm tseem ceeb hauv kev ua kom muaj kev nyab xeeb ntawm kev tsav tsheb. Tsis tas li ntawd, raws li NEVs feem ntau ntsib kev ntxhov siab ntau, qhov system no pab cov tsheb ua kom muaj zog rov qab tau zoo, txhim kho kev tsav tsheb ntawm NEVs, thiab tau dhau los ua tus qauv hauv cov tsheb tshiab.

 

Txawm hais tias Leekr Technology nkag mus rau hauv thaj chaw kuj lig, nws txoj kev loj hlob tau nrawm heev. Lub tuam txhab yog thawj zaug hauv kev lag luam kom ua tiav cov khoom lag luam loj ntawm cov khoom siv hydraulic tag nrho DHB-LK® (Ob lub thawv) thiab tom qab ntawd tau nce ntau ntawm kev sib xyaw ntse ntse braking system IHB-LK® (One-box). Cov tom kawg sib koom ua ke cov haujlwm uas xav tau los ntawm cov tsheb siv roj, xws li kev pabcuam nres tsheb, kev tswj xyuas kev ruaj ntseg ntawm lub tsheb, kev tswj xyuas kev tsav tsheb siab, thiab lub zog rov qab los tseem ceeb rau NEVs. Nws muaj kev sib koom ua ke ntau dua, cov nqi qis dua, thiab nrawm nrawm nrawm thaum muaj xwm txheej ceev, tau txais nws lub npe ntawm "One-box" hauv kev lag luam.

 

Leekr Technology tau txais lub tswv yim "tsim lub zog" cov khoom lag luam kom ua tiav cov khoom loj thiab kev teeb tsa lub tsheb ntawm Cov Khoom Siv Ib Lub Thawv, dhau los ua thawj lub tuam txhab thev naus laus zis hauv tsev los tsim cov khoom lag luam ntse sib xyaw ua ke. Cov khoom no txhim kho kev tsav tsheb ntau thaum txo tus nqi, ua rau ntau qhov kev txiav txim los ntawm NEV automakers sab saum toj thiab cov tswv yim kev nqis peev los ntawm automakers.

 

Raws li tus tsim Hui Zhifeng yav dhau los tau hais tias, "Peb yuav tsum tau txais kev hloov pauv hauv kev lag luam niaj hnub no, qhov chaw tuaj thiab mus sai, thiab siv zog los txeeb ntau lub sijhawm los tsim 'moat' rau peb cov khoom thiab tau txais kev sib tw zoo dua."

 

Ze li ntawm 2 billion RMB nce hauv peb xyoos

Ib Daim Ntawv Teev Npe Ua Lag Luam Zoo Tshaj Plaws

 

Rov qab mus rau lub Tsib Hlis 2022, Leekr Technology tau tshaj tawm qhov ua tiav ntawm nws cov Series A thiab A + nyiaj txiag puag ncig, nce ze li 200 lab RMB. Lub Series A puag ncig tau koom tes los ntawm Yuanjing Capital thiab Sinovation Ventures, nrog kev nqis peev ntxiv los ntawm Shanghai Free Trade Zone Fund thiab nws Lingang New Area Science thiab Technology Fund, thiab Jiuhai Ventures. Lub A+ puag ncig tau coj los ntawm Kev Lag Luam Kev Lag Luam, nrog kev koom tes los ntawm Yiqi Leaguer, thiab kev nqis peev ntxiv los ntawm Yuanjing Capital, Shanghai Free Trade Zone Fund, thiab nws Lingang New Area Science thiab Technology Fund.

 

Ib xyoos tom qab, Leekr Technology ua tiav nws cov Series B nyiaj txiag puag ncig, nce 400 lab RMB, koom tes los ntawm Tuam Tshoj Science & Technology Investment Management Co., Ltd. Nezha Capital, BAIC Kev Lag Luam Kev Lag Luam Kev Lag Luam, thiab Yiqi Leaguer kuj tau nqis peev pab tswv yim, nrog kev nqis peev ntxiv los ntawm Limin Ventures, Yanying Investment, Guangzhou Science City Ventures, thiab Longding Investment. Cov tswv lag luam uas twb muaj lawm Yuanjing Capital, Shanghai Free Trade Zone Fund, Sau Kev Lag Luam, thiab Jiuhai Ventures txuas ntxiv nce lawv cov peev txheej hauv ntau qhov kev sib tw.

 

Nrog rau qhov sib ntxiv ntawm kaum tus tub ua lag luam hauv Series C puag ncig, Leekr Technology tam sim no boasts lub hnub qub-studded roster ntawm tuam txhab shareholders. Raws li kev soj ntsuam ze dua, nws pom tseeb tias feem ntau ntawm Leekr Technology cov tub ua lag luam yog cov koom nrog hauv NEV kev lag luam, nrog rau kev lag luam sib sib zog nqus.

 

 

Ntawm cov tub ua lag luam hauv qhov Series C puag ncig, Hefei Kev nqis peev tsim nyog tsim nyog tau hais tshwj xeeb. Tom qab pab BOE Technology hloov pauv, Hefei Kev Tsim Kho Kev Lag Luam tau nce 7 billion RMB hauv 2020 hauv kev koom tes nrog peb theem ntawm lub xeev cov tswv lag luam los pab NIO tawm ntawm nws lub sijhawm tsaus ntuj, ua rau Hefei lub koob npe nrov ntawm "lub nroog muaj kev vam meej tshaj plaws."

 

Kuj tseem ceeb yog tus tshiab Guxin Kev nqis peev, uas tau koom nrog Nezha Auto's Series D + nyiaj txiag puag ncig hauv 2021. Yuanjing Capital, uas tau nqis peev hauv Leekr Technology's Series A, A +, thiab B rounds, yav dhau los koom nrog Li Auto's Series A nyiaj txiag hauv 2016 thiab txuas ntxiv mus. nqis peev hauv cov kev sib tw tom ntej.

 

Tsis tas li ntawd, Leekr Technology tau nyiam qhov kev txaus siab ntawm ntau lub tuam txhab tsheb loj. Chery, FAW, BAIC, thiab NETA cov nyiaj lag luam ntsig txog kev lag luam kuj yog cov tswv lag luam.

 

Vim li cas thiaj muaj ntau lub tuam txhab ua lag luam thiab cov tuam txhab tsim hluav taws xob tau tig lawv lub siab rau cov khoom siv hluav taws xob thiab nqis peev hauv Leekr Technology? Cov lus teb yog yooj yim: nyob rau hauv cov theem thaum ntxov, nws yog tag nrho hais txog cov khoom, tab sis mus ntev kev vam meej nyob ntawm ntau lawm ntau lawm. Rau cov tuam txhab ntse chassis kom sawv tawm, lawv xav tau kev ua tau zoo ntawm kev tsim khoom loj, nyob rau hauv txoj kab nrog txoj kev loj hlob ntawm NEVs.

 

Cov ntaub ntawv pej xeem qhia tau hais tias Leekr Technology's IHB-LK® (One-box) cov khoom tau raug tsim los rau ntau tshaj 30 lub tsheb qauv thoob plaws 10 cov neeg tsim tsheb hauv tsev, nrog rau kev txhim kho ntawm ntau yam qauv pib. Leekr kuj tau tsim kev koom tes nrog kev tsim kho nrog BYD thiab pib tsim khoom loj rau cov neeg tsim tsheb sab saum toj xws li Chery thiab Seres. Seres tau koom nrog cov thawj coj ntawm cov tuam txhab hluav taws xob tshiab, Chery tau yog Tuam Tshoj tus thawj coj xa tawm mus rau tsib lub hlis sib law liag, thiab BYD tseem ua tus thawj coj hauv kev lag luam NEV kev muag khoom. Rau cov tuam txhab no kom muaj kev loj hlob siab, lawv xav tau cov saw hlau noj qab haus huv, muab Leekr Technology nrog lub sijhawm tshwj xeeb los nkag rau hauv kev ua lag luam.

 

Nws yog ib qho tsim nyog yuav tsum nco ntsoov tias cov khoom siv hluav taws xob tswj cov braking yog qhov tseem ceeb rau kev nyab xeeb ntawm lub tsheb. Txhawm rau dhau los ua ib feem ntawm automaker's supply chain, cov khoom no yuav tsum ua kom tau raws li qhov xav tau kev nyab xeeb siab tshaj plaws thiab ASPICE cov qauv. Lawv yuav tsum tau txais kev sim thoob ntiaj teb tiag tiag, suav nrog ob qhov kev sim rau lub caij ntuj sov thiab ib qho kev sim rau lub caij ntuj no, nrog rau kev kuaj xyuas thib peb thiab tshaj li 100, 000 mais kev sim. Tsis tas li ntawd, ua ntej ntau lawm, automakers yuav tsum sau cov khoom hauv Ministry of Industry thiab Information Technology's (MIIT) "Road Motor Vehicle Manufacturing Enterprise and Product Information" tshaj tawm, txhais tau tias cov khoom yuav tsum dhau qhov kev ntsuam xyuas nruj nrog rau cov roj teeb thiab cov cav. Tag nrho cov no yuav tsum muaj cov nqi tsim kho tseem ceeb, lub voj voog kev loj hlob ntev ntawm 1 txog 3 xyoos, thiab cov qauv siab rau lub tuam txhab thev naus laus zis tsim, kev tsim kho, thiab muaj peev xwm ntau lawm.

 

 

Yog li, tau txais kev lees paub ntawm cov tuam txhab loj loj ua pov thawj Leekr Technology lub zog ntau lawm, tsim ib qho ntawm nws qhov tob tshaj plaws "moats."

 

Ib Lub Sijhawm Tseem Ceeb rau Kev Siv Khoom Siv Kho Dua Tshiab

 

Saib rov qab, vim muaj kev cuam tshuam kev lag luam siab, cov tshuab ntse chassis tau ntev los ntawm cov neeg xa khoom txawv teb chaws, nrog cov loj loj xws li Bosch thiab Continental ib zaug ntes ntau dua 90% ntawm cov khoom siv hluav taws xob hauv tsev. Tsis tas li ntawd, cov tuam txhab xws li Kaus Lim Kauslim Mando, Nyij Pooj Tebchaws Denso, thiab Asmeskas Delphi tau tshwm sim ua ke nrog lawv cov kev lag luam tsheb hauv tebchaws.

 

Txawm li cas los xij, qhov tshwm sim tam sim ntawd ntawm COVID{0}} tus kab mob kis thoob ntiaj teb hauv 2020 cuam tshuam cov khoom siv thoob ntiaj teb, ua rau cov neeg tsim tsheb hauv tsev ntsib qhov tsis txaus. Qhov no tau muab cov neeg xa khoom hauv zos fertile av kom loj hlob, tshwj xeeb nrog kev loj hlob sai ntawm

NEVs thiab ntse tsav tsheb thev naus laus zis hauv Suav teb, tsim lub sijhawm keeb kwm rau kev rov tsim kho cov khoom siv tsheb.

 

Ib qho xwm txheej tuaj yeem pom thaum muaj kev sib kis thoob qhov txhia chaw thaum BYD lub chaw muag khoom, Fudi Power, tau ua tiav ib lub thawv One-box (kev daws teeb meem) cov xov hlau tswj kev sib tsoo, txhim kho BYD lub chassis qhov chaw muab cov xwm txheej thiab ruaj ntseg cov khoom ntawm cov khoom tseem ceeb. Qhov no tau tshoov siab rau lwm cov tuam txhab tsim hluav taws xob hauv tsev los ua kev nqis tes ua, los ntawm kev tsim cov koom haum lossis ncaj qha nqis peev hauv kev nthuav dav lawv cov ecosystems.

 

Ntawm qhov tod tes, sib sib zog nqus kev loj hlob ntawm cov ntse chassis tech tuam txhab uas muag thiab automakers tso cai rau ntau dua software reusability thiab yooj yim ntawm kev tsiv teb tsaws, nce kev loj hlob efficiency. Thaum pib ntau lawm, cov neeg muag khoom hauv tsev tuaj yeem muab cov neeg tsim khoom siv tus nqi kom zoo dua thiab nrawm dua, ua rau tus nqi tswj tau zoo dua.

 

Ntawm ntau yam kev daws teeb meem, kev sib koom ua ke, kev ua haujlwm siab One-box system tau maj mam dhau los ua kev lag luam kev xaiv loj. Raws li GaoGong Intelligent Automobile Research Institute, nyob rau xyoo 2023, 7.95 lab tus neeg caij tsheb tshiab tau nruab nrog lub tshuab hluav taws xob tswj kev nres tsheb (Ib lub thawv lossis Ob lub thawv) tau xa hauv Suav lag luam, nrog ze li 5 lab ntawm cov uas muaj ib lub thawv. . Cov laj thawj hauv qab no suav nrog One-box systems 'kev sib koom ua ke siab dua nrog ESC, tus nqi qis dua, kev siv hluav taws xob zoo dua qub, thiab qhov zoo ntawm qhov loj thiab qhov hnyav.

 

Cov khoom lag luam hauv tsev tau dhau los ua cov neeg txhawb nqa tseem ceeb rau kev ua lag luam, suav txog ntau dua 55% ntawm cov tsheb tshiab uas muaj cov kab hluav taws xob tswj hwm lub zog. BYD twb tau siv One-box systems hla nws tag nrho cov tsheb. Kev lag luam kev cia siab kwv yees tias qhov kev thauj khoom pem hauv ntej ntawm cov hlau tswj cov tshuab braking yuav ntau dua 50% los ntawm 2024, ze ze rau qhov nkag mus ntawm NEVs.

 

Raws li cov ntaub ntawv los ntawm Gasgoo Auto, nyob rau hauv thawj peb lub hlis twg ntawm 2024, Leekr Technology tau dhau los ua tib lub tuam txhab thev naus laus zis los ua cov npe ntawm xya lub tuam txhab ua lag luam nyob rau hauv cov nqe lus ntawm kev tswj cov xov tooj cua (Ib lub thawv) kev teeb tsa, nrog rau lwm tus yog cov tuam txhab txawv teb chaws thiab tuam txhab. koom tes nrog domestic automakers. Qhov no qhia tau hais tias kev ua lag luam hauv tsev rau cov tshuab hluav taws xob tswj hluav taws xob tau txhais ntau dua, tawm hauv lub sijhawm txwv rau lwm tus players hauv daim teb no.

 

Sawv ntsug ntawm lub sijhawm tam sim no, lub log keeb kwm ntawm NEV era txuas ntxiv mus rau pem hauv ntej. Txawm hais tias kev siv thev naus laus zis los ntawm txoj kev muaj kev nyuaj siab thiab tsis paub tseeb, tsis muaj leej twg tuaj yeem kwv yees thaum lub sijhawm hloov pauv tom ntej yuav los.

 

Tab sis peb paub tias nws yuav.