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With the development of dual-score policies, new power vehicles have become the purpose of future development of automotive industry and promote automotive companies to accelerate structural adjustment and industry upgrades. Under this scenario, the layout of the entire vehicle industry in the high and low-rise tourism industry has accelerated.
Insiders said that the policy level is discussing the preparation of timetables for banning fuel vehicles. Whether it can successfully enter the new power car market in the future will become a key reason for the development of automobile companies and have a serious impact on the industry competition format. The automobile market is a furry little guy, holding it in a terrible light, and closing eyes will face the reshuffle.
Promote new dynamic vehicle strategy
Changan Automobile has released a new dynamic development strategy at the China International Energy and New Dynamic Vehicle Exhibition recently. Changan Automobile CEO Zhu Huarong said that the sale of traditional fuel vehicles will be completed in 2025, realizing the electric power of the full range products. This is the first car company to show off its timetable for stopping the sale of fuel car since the national level started the relevant policy of banning the sale of fuel car.
Changan Automobile shows that by 2020, Changan Automobile will complete the creation of three new power special platforms; by 2025, it plans to launch a total of 21 new pure electric vehicle products and 12 plug-in hybrid power products, and will be the first to realize the L3 to L4 automatic driving performance on new power vehicles. To achieve this goal, Changan Automobile Plan will make more than 100 billion yuan in the new power vehicle industry chain by 2025.
Zhu Huarong said that according to Chang’an’s understanding, traditional fuel vehicles refer to models with no energy reception and engine combustion efficiency Sugar baby. The proposal to completely discontinue the sale of traditional fuel vehicles in 2025 is to vigorously promote the application of Sugar daddy on the rise and application of new dynamic technology.
On September 9At the Tianjin Taida Automobile Forum, Xin Guobin, Vice Minister of the Ministry of Industry and Information Technology, said that many countries have prepared timetables for ending production and sales of traditional cars. The Ministry of Industry and Information Technology has also initiated relevant seminars and will prepare timetables for ordering China with relevant departments.
This time, Changan Automobile proposed to suspend the sale of traditional fuel vehicles, which must reflect the unusual competition of Changan Automobile in the traditional fuel vehicle field to a certain extent. According to the fast sales report, from January to September this year, Changan New Power Automobile sales were 35,000 yuan, a year-on-year increase of 150%, and the sales volume this year is expected to exceed 50,000 yuan. Compared with its overall sales data, Changan Automobile’s sales in September totaled 262,000, an increase of 28% on the same period, and a year-on-year drop of 11.2Sugar daddy3%. From January to September this year, Changan Automobile sold 2.058 million cars, a drop of 6.3% compared with the same period last year. As the first independent brand to achieve “double millions” sales, Chang’an independent brand traditional Sugar baby‘s sales volume data of the new dynamic car models have shown that one has changed and the other has grown.
In fact, before Changan Automobile, several car companies have clearly confirmed the modified copy: Sugar baby‘s dynamic market strategy. SAIC Group proposed that by 2020, it will invest more than 20 billion yuan in new power vehicles, and will invest more than 30 new and new power vehicles, and strive to achieve a sales target of 600,000; BAIC Group proposed that by 2020, the annual sales of BAIC new power vehicles will reach 200,000 yuan, and the market share will be Over 15%; Guangzhou Auto Group announced that by 2020, the capacity scale of new-powered automobiles with independent and joint income will exceed 200,000; in 10 years of JAC Motor’s “iEV” strategy, the proportion of new-powered automobiles will reach more than 30%; by 2020, Jixiang Automobile will account for 90%.
From the perspective of the New Power Vehicle Score Policy, based on the growth rate of 4%-5% in the industry, China’s automobile production sales in 2020 are expected to exceed 33 million.Size. Among them, commercial vehicles are about 3.8 million to 4 million, and passenger vehicles are about 30 million, with a target of 3.6 million for new power scores. According to the scoring standards of different vehicle types, the production capacity of the new power is about 800,000-1.8 million. Of every 1 million passenger cars, the output of new power vehicles is between 27,000 and 60,000 yuan.
Official experts believe that from a global perspective, the gap between domestic and overseas car companies in new power vehicles is relatively small, so it has been planned with relatively rapid medium-term strategic goals for vehicles. Overall, by 2020, the proportion of new-powered automobile sales by car companies in total will be between 10%-20%.
Layout the downstream of the industry chain
With the discussion on the ban on fuel vehicles on the agenda and the release of dual-subsidy policies, the development of new-powered vehicles has become the clear purpose of the future development of the automobile industry. At the same time, policies are also leveraging the structural adjustment and industry upgrade of automobile companies. Under this scenario, the entire vehicle industry has comprehensively accelerated its layout in new developments.
Insiders in the industry analyzed that the development space of new power automobile industries is large, but the pressure facing the entire vehicle factory is huge and needs to focus on expanding its focus resources. For example, as the main source of power for new power vehicles, the market demand has increased rapidly, and the entire vehicle manufacturer should accelerate its related layout.
In May this year, SAIC Group established two companies through its full-invested subsidiary Shanghai Auto Group Investment Governance Co., Ltd. and Ningde Times jointly invested, and planned to build a total capacity of 36GWH (36 billion watts) by 2020. If this goal finally comes true, it will exceed the Manila escort35GWH planned by Tesla’s super battery factory in 35GWH, and she looked around and didn’t see the cat, thinking that it might be the cat’s property of the residential house on the floor. In addition,Feng Automobile has also recently entered the Ningde era, with an additional investment of more than 20 billion yuan and developing in related fields.
In addition to choosing to cooperate with battery companies, car companies also focus on the downstream original data field. Changcheng Auto issued a notice at the end of September that the company’s NDP Limited, a subsidiary, will purchase 56 million new shares of Pilbara Minerals, Australia for $14,600. According to Changcheng Automobile, this purchase of Sugar baby will provide resource guarantees for the company’s new power automobile industry chain. Wang Yuru, an analyst at Western Securities, said that the Pilgangoora project’s supply of steel stone fine minerals for Changcheng Automobile can meet the carbonate demand for production of about 280,000 Taiwan’s new power vehicles each year.
In March this year, Biadi invested RMB 245 million to establish a joint venture company to develop salt lake resources in Qinghai. Biadi Secretary Li Qian told China Securities Journalists that “three-yuan batteries and Sugar baby phosphate iron steel batteries require carbonate as original data, and establishing a joint-stock company is to clearly determine the problem of the lack of original data. In the next few years, the proportion of Yanhu Steel Promotion in the entire carbonate market will be higher and higher.” Li Qian revealed that Biadi will establish a joint-stock company with MCC Group to develop in Africa. “In order to reduce capital, we should go down as quickly as possible than Yadi.” At the same time, car companies are accelerating their layout in the research and development of new power vehicles on smart networks. Recently, Changan Automobile and Alibaba have cooperated together on the future strategy of smart car network services and vehicle network services. BAIC Group and Baidu have also signed strategic cooperation framework agreements in terms of automatic driving, information products, and cloud services.
Insiders analyzed that key technology and focus resources mean the competitiveness of the enterprise. In time, enterprises that increase industry link development and related technical preparations, and further step by step in this foundation will occupy a favorable position in competition.
The competition format changes
The policy’s promotion of new-powered automobile industries is clearly reflected. Ministry of Industry and Information TechnologyEscort The “Parallel Governance Measures for the Equal Fuel Consumption of Passenger Car Enterprises and New Power Auto Scores” announced by the five ministries and commissions pointed out TC:
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