The development logic of new energy vehicles now focuses on monetizing intelligent driving systems.
In other words, while vehicle prices are decreasing, automakers must generate revenue from their intelligent driving systems (pure vision-based or combined with LiDAR). Otherwise, the industry will remain trapped in endless price wars.
Whether automakers can convince users to pay 1,000 yuan monthly for intelligent driving services has become crucial for their survival. Vehicle gross margins are likely constrained by overcapacity and won't improve effectively within two years.
The decisive factor is whether users are willing to pay monthly subscriptions.
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