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零跑计划剥离智能化团队成立子公司，推动软硬件方案外销创收

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|陈小同仅依靠整车销售获取利润比过往任何时候都要更难，在激烈市场竞争中谋求生存的汽车公司都在探索更为多元化的经营方式。界面新闻从知情人士处获悉，零跑汽车计划在今年年底前完成智能化团队剥离，涉及智能驾驶和智能座舱等核心部门。新团队将组建独立公司，在服务零跑汽车公司主体业务同时，还对外售卖软硬件方案。零跑汽车智驾和座舱团队隶属于电子部门，员工人数约千人。这个一级部门负责人是零跑汽车高级副总裁周洪涛。在2016年加入零跑汽车前，周洪涛在大华技术股份负责软件相关工作。这不是零跑汽车第一次拆分团队成立独立公司。此前零跑汽车已将电驱和电池业务团队分别分拆为凌升动力科技有限公司和凌骁能源科技有限公司。电驱业务负责人巫存和电池业务负责人宋忆宁分别在两家公司担任经理职位。知情人士透露，上述团队分拆成立新公司后，拥有独立的办公地点，形成既是零跑汽车子部门，也是供应商的组织架构体系。这种将业务打包独立的模式在业内并不独有。2020年比亚迪将电池、电机、汽车电子、模具、车灯等业务打包，独立成弗迪系公司，包括弗迪动力、弗迪电池、弗迪模具等。比亚迪董事长王传福希望弗迪系企业对外供应，推动比亚迪成为新能源汽车领域的“博世”。将业务拆分并向外获客的前提是，零跑汽车和比亚迪在核心领域均有足够高的自研比例和垂直整合能力。零跑汽车董事长朱江明在接受界面新闻等媒体采访时曾指出，零跑占整车成本60%的零部件均为自研自制。由于依托成本定价的商业模式和聚焦在20万元以下的大众市场，零跑汽车单靠卖车能够获取的利润相当有限。在当前融资渠道相当受限的资本市场环境下，这家初创汽车品牌需要更积极拓宽收入来源渠道。第二季度财报数据显示，零跑汽车毛利率为1.1%，净亏损额达到22亿元。截至2024年6月30日，零跑汽车现金及现金等价物为91.98亿元。随着智驾竞争趋于激烈，零跑汽车还将要在智能驾驶板块加大研发投入，以扭转落后局面。今年零跑汽车成立了智能技术研究院，并计划把现有团队人数扩充至500人规模，着重开发智驾相关算法和应用技术。明年零跑汽车规划推动端到端大模型技术落地。智能驾驶的前期高额投入已造成今年上半年零跑汽车研发费用同比增长48.4%。智能化团队分拆后独立获客，甚至寻求融资的机会，有助于减轻零跑汽车的财务压力。有市场消息称，零跑汽车某款智能座舱产品已经销售给跨国汽车供应商佛吉亚。零跑汽车另外两大零部件外供业务则已经开始产生收入。在今年第二季度财报业绩会上，朱江明透露，今年上半年零跑汽车在电池业务上获得了几千万元销售收入；电驱动业务新增两个项目定点，预计将在明后两年产生销售收入。Stellantis也是零跑汽车的客户之一，据悉双方在车灯和电驱动业务上达成了合作。零跑汽车将在适当时候对外披露更多合作细节。自去年开始，零跑汽车即在积极向转型偏于滞后的外方汽车公司兜售新能源技术方案。基于其自主研发的中央式集成电子电气架构“四叶草”，零跑汽车提供了四种程度不一的技术授权方式。彼时朱江明透露有两家外方汽车品牌在谈合作，但截至目前没有后续传出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1046,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":35,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/341411260506248"}