说到中国电动车行业的竞争烈度,你可以看销量数据,可以看专利申请量,可以看价格战的幅度。Speaking of the competitive intensity in China's EV industry, you can look at sales data, patent filing volumes, or the depth of price wars.
但如果你只想用一个画面来概括。But if you want just one image to sum it all up.
那就是这个:一个马桶,从你的副驾驶座椅下面滑出来。It's this: a toilet sliding out from under your passenger seat.
重庆的电动车品牌赛力斯上个月拿到了一项国家实用新型专利。Chongqing-based EV brand Seres received a national utility model patent last month.
编号CN224104011U。Number CN224104011U.
内容是一个"车载如厕装置"。The content is an "in-vehicle toilet device."
通俗地说就是车里的马桶。In plain terms, a toilet inside a car.
藏在座椅下面。Hidden under the seat.
你说一句话它就出来。Say one sentence and it comes out.
用完以后自动收回去。After use it automatically retracts.
在分析这个东西之前我需要先说明:这是一个真实的、经过审批的中国专利。Before analyzing this, I need to clarify: this is a real, government-approved Chinese patent.
不是概念渲染。Not a concept render.
是有编号、有技术描述、有工程图纸的专利文件。It's a patent document with a number, technical description, and engineering drawings.
具体怎么工作呢?Specifically how does it work?
马桶安装在乘客座椅下方的一组导轨上。The toilet is mounted on a set of guide rails under the passenger seat.
工作原理类似于抽屉。The mechanism is similar to a drawer.
需要的时候通过语音指令触发。When needed, a voice command triggers it.
马桶沿导轨滑出。The toilet slides out along the rails.
使用者可以在不下车的情况下如厕。The user can relieve themselves without leaving the car.
使用完毕后马桶沿导轨滑回座椅下方。After use, the toilet slides back under the seat.
从外部看不到任何痕迹。No visible trace from the outside.
废物处理方面。Regarding waste processing.
马桶底部连接了一个可拆卸的储存箱。The toilet bottom connects to a removable storage tank.
箱内装有旋转式加热元件。Inside the tank is a rotating heating element.
尿液通过加热被蒸发。Urine is evaporated through heating.
固体废物被烘干。Solid waste is dried.
这样做的目的是减少体积和气味。The purpose is to reduce volume and odor.
同时有一根排气管将气味通过车外的排风口排出。Simultaneously an exhaust pipe channels odors through an exterior vent.
理论上车内不会有异味。Theoretically the car interior remains odor-free.
但最后一步——清理储存箱——仍然需要手动完成。But the final step — cleaning the storage tank — still requires manual operation.
你需要把箱子取出来、倒掉、清洗、放回去。You need to remove the tank, empty it, wash it, and put it back.
这一步,说实话,可能是整个设计中最大的劝退因素。This step, honestly, is probably the biggest dealbreaker in the entire design.
赛力斯在专利说明里的原文是这样的。The original text in Seres's patent description reads as follows.
这个装置旨在"满足用户在长途旅行、野外露营或车内过夜时的如厕需求"。This device aims to "satisfy users' toilet needs during long-distance travel, outdoor camping, or overnight car stays."
如果你把它单独拿出来读,这段话其实是合理的。If you read this statement in isolation, it's actually reasonable.
中国的国土面积很大。China's land area is enormous.
长途驾车旅行非常普遍。Long-distance driving is extremely common.
从北京到上海约一千两百公里,开车大概十到十二个小时。Beijing to Shanghai is about 1,200 kilometers, roughly ten to twelve hours by car.
从成都到拉萨超过两千公里。Chengdu to Lhasa is over 2,000 kilometers.
高速公路的服务区之间有时候间隔六七十公里。Highway rest stops are sometimes spaced 60-70 kilometers apart.
堵车时你可能两三个小时完全无法移动。During traffic jams you might be completely immobile for two to three hours.
露营文化在中国过去几年也在快速增长。Camping culture in China has been growing rapidly in recent years.
很多人开着SUV或者MPV到野外过夜。Many people drive SUVs or MPVs to camp outdoors overnight.
在这些场景下。In these scenarios.
"在车里能上厕所"是一个真实的需求。"Being able to use a toilet in the car" is a genuine need.
大多数人的解决方案是忍、找路边的灌木丛、或者用应急用品。Most people's solution is to hold it, find roadside bushes, or use emergency supplies.
赛力斯给出的答案是工程化的:装一个进车里。Seres's answer is engineered: install one in the car.
从技术角度看这并不是一个多复杂的发明。From a technical standpoint this isn't a particularly complex invention.
它的核心就是一组导轨加一个密封储存箱加一个排气系统。Its core is a set of guide rails plus a sealed storage tank plus an exhaust system.
没有什么革命性的技术突破。No revolutionary technical breakthrough.
真正有意思的不是技术本身。What's really interesting isn't the technology itself.
而是它背后反映的市场逻辑。But the market logic it reflects.
中国的电动车市场现在有多卷?How intense is competition in China's EV market right now?
我举几个例子。Let me give a few examples.
比亚迪的车有冰箱、彩电、大沙发。BYD's cars have fridges, TVs, and big sofas.
这个"冰箱彩电大沙发"已经变成了一个中国网络梗。This "fridge, TV, big sofa" has become a Chinese internet meme.
理想汽车的MPV后排可以完全放平变成一张双人床。Li Auto's MPV rear seats fold completely flat into a double bed.
小鹏的车有车内卡拉OK功能。Xpeng's cars have in-car karaoke.
蔚来的车可以通过NOMI语音助手控制几乎所有功能。NIO's cars can control almost everything through the NOMI voice assistant.
极氪的车后排有自带按摩的零重力座椅。Zeekr's rear seats have zero-gravity massage chairs.
华为赛力斯的问界车型有鸿蒙车机系统,交互体验接近平板电脑。Huawei-Seres's Aito models run HarmonyOS car system, with interaction approaching tablet quality.
在这样的竞争环境下。In this competitive environment.
你怎么做出差异化?How do you differentiate?
大家都有冰箱了。Everyone has fridges now.
大家都有大屏幕了。Everyone has big screens now.
大家都能躺平睡觉了。Everyone can lie flat and sleep now.
赛力斯的答案是:马桶。Seres's answer is: a toilet.
这个答案荒谬吗?Is this answer absurd?
某种程度上是的。To some degree, yes.
但它也是这种竞争逻辑的自然延伸。But it's also the natural extension of this competitive logic.
当所有"正常"的差异化都被用完以后。When all "normal" differentiation has been exhausted.
唯一能制造新闻的就是更不正常的东西。The only thing that can generate news is something even more abnormal.
从市场传播的角度来看。From a marketing perspective.
赛力斯这个专利可能是今年性价比最高的营销事件。This patent might be the highest-ROI marketing event of the year for Seres.
一个专利申请花不了多少钱。A patent application doesn't cost much.
但它登上了Top Gear、Carscoops、BBC、CNN。But it appeared on Top Gear, Carscoops, BBC, CNN.
全世界的汽车媒体都在报道。Car media worldwide reported it.
全世界都在笑。The whole world laughed.
但笑完以后很多人记住了一个名字:赛力斯。But after laughing, many people remembered a name: Seres.
以前大多数欧美消费者不知道赛力斯是谁。Before this, most European and American consumers didn't know who Seres was.
虽然他们知道它的原因是一个马桶。Even though the reason they know it is a toilet.
在注意力经济里。In the attention economy.
被知道本身就是价值。Being known is itself value.
不管你是因为什么被知道的。Regardless of why you're known.
当然这个专利大概率不会真的变成量产车上的功能。Of course this patent will most likely never become a production car feature.
全世界每年有几百万件专利。Millions of patents are filed worldwide every year.
绝大多数从来不会进入生产线。The vast majority never reach a production line.
很多公司申请专利只是为了保护创意。Many companies file patents just to protect ideas.
防止竞争对手抢先。To prevent competitors from getting there first.
或者像这个案例一样。Or like this case.
也许只是为了看看市场的反应。Maybe just to see how the market reacts.
市场的反应是什么?What was the market's reaction?
然后是一些认真的讨论。Then some serious discussion.
然后是更多的笑。Then more laughter.
但我觉得在笑之余。But I think beyond the laughter.
这个事情确实值得想一想。This is actually worth thinking about.
中国的电动车行业正在用一种全世界其他地方完全没有的逻辑在演化。China's EV industry is evolving with a logic completely unlike anywhere else in the world.
在欧洲和美国。In Europe and America.
它带你从A到B。It takes you from A to B.
安全、高效、舒适。Safe, efficient, comfortable.
这些是核心诉求。These are the core demands.
车正在变成一个生活空间。A car is becoming a living space.
你可以在里面工作、娱乐、睡觉、吃饭。You can work, entertain, sleep, eat inside.
现在按照赛力斯的逻辑。Now, following Seres's logic.
你还可以在里面上厕所。You can also use the toilet inside.
这种思维方式跟欧美完全不同。This way of thinking is completely different from Europe and America.
它不是在问"车应该怎么开得更好"。It's not asking "how can the car drive better."
它是在问"人在车里还能干什么"。It's asking "what else can humans do inside a car."
这个问题的边界在哪里?Where's the boundary of this question?
也许没有边界。Maybe there is no boundary.
也许有一天中国的电动车真的会变成一个小型公寓。Maybe one day Chinese EVs really will become small apartments.
你不需要房子了。You won't need a house.
你只需要一辆车和一个充电桩。You'll just need a car and a charging station.
这当然是夸张的。This is obviously an exaggeration.
但看看现在的趋势。But look at the current trend.
也许没有你想的那么夸张。Maybe it's not as exaggerated as you think.
专利号CN224104011U。Patent number CN224104011U.
一个让全世界都笑了的发明。An invention that made the whole world laugh.
但也是一面镜子。But also a mirror.
照出了中国电动车行业的竞争、创意、荒诞和野心。Reflecting the competition, creativity, absurdity, and ambition of China's EV industry.
全都装在一个座椅下面。All packed under a single seat.
而这也许正是这个专利最精准的隐喻。And this is perhaps the most precise metaphor of this patent.
中国电动车行业的所有特质——创新、内卷、荒诞和认真——都被压缩进了一个座椅下面的空间里。All the qualities of China's EV industry — innovation, involution, absurdity, and seriousness — compressed into the space under one seat.
全世界都笑了。The whole world laughed.
但你笑完以后可能会想。But after laughing you might think.
下次堵在高速上三个小时的时候。Next time you're stuck on the highway for three hours.
我会不会希望椅子下面真的有那个东西?Would you wish there really was that thing under the seat?
如果答案是"也许会"。If the answer is "maybe."