The story behind the blowout of new energy vehicles

What is the end of the universe?

It’s not Tieling, but Chedu.

At the beginning of the Year of the Tiger, with the real estate industry cooling off and the automobile industry picking up—mainly the blowout of new energy vehicles—domestic first-tier and new first-tier cities keen on developing automobiles have stepped up their deployment of new automobiles to further seize market share. The new energy vehicle track has great potential to turn its old districts, new districts, special zones and development zones into new "car manufacturing areas" - "car capitals".

The latest shocking thing is that on February 12, a public account in Liaoning (the official account of the Liaoning Provincial Government) tweeted an article "Shenyang Dadong District implements "five grasps" simultaneously and strives to be the vanguard of revitalization and development" "It is mentioned in: "Combined with the urban renewal of the civilian area, it will open up the space for industrial development and lay the foundation for the implementation of major new energy vehicle projects such as Tesla."

Just like the previous paragraph before Xiaomi’s headquarters and factory landed in Beijing, this article went viral for a day—and it didn’t survive even half an episode—before I went to get a box lunch: Liaoning posted a public account and quickly chose to delete it , Tesla officially clarified that it was false news.

Compared with the joke that "investment cannot be done in Shanhaiguan", the capital's investment promotion has been very leveraged recently.

In January 2022, Beijing announced its key construction projects in 2022. New energy industry and smart electric vehicles are the highlights: promoting Xiaomi automobile manufacturing plant, Weilan new energy solid-state battery phase I, Toyota fuel The battery R&D center, Tesla design center and other projects have started construction to support Beijing Benz in increasing production capacity and launching new energy products; completing the reconstruction and expansion of the Ideal Automobile manufacturing base factory to ensure the smooth installation and commissioning of equipment; supporting the transformation of traditional car companies such as BAIC Group upgrade.

After Xiaomi Motors, Jidu, another car-making project of Baidu, another technology giant, has quietly established a new headquarters in Beijing and settled in the Beijing Economic and Technological Development Zone (Yizhuang).

On January 10, 2022, the 2021 work summary released by the official website of the Beijing Municipal Bureau of Economy and Information Technology inadvertently revealed this "secret".

On January 6, 2022, the fifth meeting of the 15th Beijing Municipal People’s Congress mentioned: In 2022, Beijing will promote the start of Xiaomi automobile and the construction of Li Auto, and accurately support the development of innovative enterprises , to cultivate more hard technology unicorns.

At a time when new and old kinetic energy are being converted and new and old cars are switching, Beijing is not satisfied with BAIC New Energy, which has suffered setbacks in development in recent years. At the same time, it is looking at the more dynamic Li Auto and Xiaomi cars as well as the end of the car manufacturing industry. Baidu and other technology companies.

In October 2021, Li Auto Beijing’s green smart factory started construction in Shunyi District, Beijing. The new factory is being renovated on the site of Beijing Hyundai No. 1 Factory, which has been idle for 2 years, with a total investment of 6 billion yuan. It is expected to be completed and put into production in September 2023. After being put into production, the first phase will achieve an annual production of 100,000 pure electric vehicles.

On November 27, 2021, the signing ceremony between the Beijing Economic and Technological Development Zone Management Committee and Xiaomi Technology was held. Xiaomi Motors, which had previously been "chased" by Wuhan, Hefei, Changchun and other places, settled in the Beijing Economic and Technological Development Zone .

The Xiaomi Automobile project will build the Xiaomi Automobile headquarters base, sales headquarters, and R&D headquarters. It will build a vehicle factory with an annual output of 300,000 vehicles in two phases, of which the first and second phases have a production capacity of 150,000 vehicles respectively. , is expected to start production in 2024.

Not only leaders from Shenyang and Beijing, but also Changchun, Wuhan, Shanghai, Chongqing, Guangzhou and other major cities went to the front lines of enterprises to encourage and wave the flag, hoping to make the automobile industry bigger and stronger and maintain steady growth. , and make more contributions to local economic and social development. New first-tier cities such as Hefei and Nanjing have stepped up their efforts in attracting investment and creating a business environment in the New Year.

On February 10, 2022, the news that Zheng Shanjie, Secretary of the Anhui Provincial Party Committee, took the lead in carrying out on-site work at the Hefei High-tech Zone Management Committee spread rapidly on the Internet, and business leaders praised it one after another. Entrepreneurs who came to invest in Anhui said that this event was "unique", like "the spring breeze blowing on their faces", and they saw "three changes": from "enterprises passively looking for leaders" to "leaders actively looking for enterprises", from "enterprises with many enterprises" "Looking for problems one by one" has changed to "leaders listen in batches one by one", and it has changed from not only solving "one problem one by one" to solving "one type of problem".

The "New Energy Vehicle Industry Development Plan (2021-2035)" issued by the State Council mentioned: In 2025, new energy vehicle sales will account for 25% of the total vehicle sales in that year; in 2030, new energy vehicle sales will account for 25% of the total vehicle sales in that year. 40% of total car sales.

The "Industrial Blue Book: China Industrial Competitiveness Report (2020) No. 9" jointly released by the Chinese Academy of Social Sciences and the China Industrial and Enterprise Competitiveness Research Center predicts that in 2025, the production and sales of new energy vehicles in China will The total scale can reach tens of millions of vehicles.

The "Industrial Blue Book: China Industrial Competitiveness Report (2020) No. 9" jointly released by the Chinese Academy of Social Sciences and the China Industrial and Enterprise Competitiveness Research Center predicts that in 2025, the production and sales of new energy vehicles in China will The total scale can reach tens of millions of vehicles.

From the current and future perspective, without the new energy vehicle industry, there will be a lack of the strongest "engine" to drive urban socio-economic development, stabilize growth, and maintain employment. And now there is no "shifting, shifting, and... "Turn", when the lamp dies and the oil runs out, there will be no chance to electrify and see the bright sun again.

A new round of big city competition between Detroit, Motor City, Auto City, and Auto Valley has begun.

According to incomplete statistics, there are at least 10 provinces and cities across the country that regard automobiles as their pillar industry, main industry or primary industry. They also regard local car companies as meat and potatoes and vigorously develop new energy vehicles. industry to create a trillion-level growth pole.

Automotive Business Review found out from official releases from various places the desires and expectations of some local governments for the local automobile industry in the Year of the Tiger.

On January 22, the deputy secretary of the Jilin Provincial Party Committee and the governor came to FAW to express condolences to front-line employees, investigate the production and operation situation, and preside over a symposium.

China FAW’s official Weibo reported that they were accompanied by members of the Standing Committee of the Provincial Party Committee, the Executive Vice Governor, Changchun Municipal Party Committee Deputy Secretary and Mayor Wang Zilian, the Secretary-General of the Provincial Government and other provincial and municipal government officials.

I came to the powertrain factory of China FAW Group Corporation to observe on-the-spot parts research and development, production line operation, etc., visit and express condolences to front-line employees, send holiday greetings in advance, and pay high respect to everyone for their hard work.

The director, general manager and deputy secretary of the Party Committee of China FAW introduced FAW's 2022 production and operation plan and key work arrangements for the first quarter at the symposium.

In the past year, "provinces and cities have strongly supported FAW to overcome many difficulties", deeply tapped internal potential, and worked hard to minimize the impact of "core shortages", reform more deeply, innovation more prominent, Hongqi brand sales Growth has been substantial, economic benefits have continued to improve, and the company has generally entered the fast lane of high-quality development.

He hoped that FAW would keep in mind Yin Yin's instructions, maintain high morale, and continue to write a new chapter of "the scenery here is unique". "The provincial and municipal governments will continue to create a better development environment for FAW."

The Chairman and Party Secretary of China FAW Group Corporation stated that in 2022, FAW will take "red flag" development as the benchmark, brand building as the guide, user as the center, comprehensive innovation as the main line, and resolutely We will fight the four tough battles, earnestly focus on the nine major aspects of work, and march forward bravely towards the goal of building a world-class automobile company, and "strive to make new and greater contributions to promoting the comprehensive revitalization of Jilin."

On February 7, the first day of construction in the Year of the Tiger, the Secretary of the Shanghai Municipal Party Committee visited Jie Hydrogen Technology, a subsidiary of SAIC Motor, to learn more about the company’s main business development and core technology research and development, and walked into the workshop to inspect the production equipment and Process flow.

Jie Hydrogen Technology’s official Weibo reported that the vice president and chief engineer of SAIC, the chairman of Jet Hydrogen Technology, and the general manager of Jet Hydrogen Technology discussed infrastructure construction, application scenario support, and the entire industry chain based on actual development conditions. We talked about ideas and suggestions on integration and operational policy guarantees.

Carefully inquire about enterprises’ independent innovation and research and development, industrial development prospects, and current bottlenecks and difficulties, and encourage enterprises to target key areas and increase their efforts to make breakthroughs, so as to truly take core technologies into their own hands.

Shanghai has rich application scenarios and is comprehensively upgrading the industrial base and modernizing the industrial chain, which provides strong support and a broad stage for enterprise development and industrial development.

“We will continue to optimize the business environment so that various policies and measures that serve enterprises and development can be better, faster, and more accurately connected, implemented, and effective.” He hopes that enterprises will optimize their advantages and Extend the long board, further strengthen open cooperation and collaborative innovation, work with upstream and downstream enterprises to divide labor and complement each other's advantages, accelerate the formation of influential and leading industrial clusters, and better support "carbon peaking and carbon neutrality" The goal is achieved and better serves the implementation of national strategies such as the integrated development of the Yangtze River Delta and high-level scientific and technological self-reliance.

On February 14, Member of the Standing Committee of the Hubei Provincial Party Committee and Secretary of the Wuhan Municipal Party Committee went to Wuhan Economic and Technological Development Zone (referred to as Wuhan Economic and Technological Development Zone, China Che Valley) to investigate and chair a symposium. He emphasized that we should put stable growth in a more prominent position, set the full-year goal, press forward, and learn from each other to catch up and surpass each other to ensure a good start in the first quarter and lay a solid foundation for continued success throughout the year.

At the second factory of Dongfeng Honda Motor Co., Ltd., the chairman and party committee secretary of Dongfeng Motor Group Co., Ltd. had in-depth exchanges, listened carefully to the introduction of the company's product development and production and operation, inspected the vehicle production line, and learned about vehicle manufacturing and sales.

He hopes that Dongfeng will seize the opportunity to expand its market share, accelerate the layout of the next-generation automobile industry chain, build a world-class automobile company, and jointly promote the Wuhan automobile manufacturing industry cluster to become bigger and stronger, and He said that "relevant districts and departments should continue to provide good services and support the development and growth of enterprises in Han."

I came to the site of the tens of billions project in Hannan area, walked into the project site, and listened carefully to the report on the industrial layout and project construction status of the advanced manufacturing industry in Wuhan Economic Development Zone. He emphasized that "project investment is an important support for stable growth. We must consolidate responsibilities, strengthen coordination, optimize services, and accelerate project construction progress while ensuring quality and safety to ensure early completion, early commissioning, and early results."

At the symposium, members of the Standing Committee of the Wuhan Municipal Party Committee and Secretary of the Wuhan Economic Development Zone Working Committee made reports on industrial development, technological innovation, industry-city integration and a good start in the first quarter. It is hoped that Wuhan Economic and Technological Development Zone will dare to "jump up and pick peaches" and strive for the first place in the national array of economic and technological development zones.

(China Car Valley) must adhere to innovation-driven development, seize the opportunity to build new energy and intelligent connected vehicle bases, promote the digital, networked, and intelligent development of the manufacturing industry, and accelerate the construction of a modern industrial system.

When talking about the development of the automotive industry, we must adhere to innovation-driven development, seize the opportunity to build new energy and intelligent connected vehicle bases, promote the digital, networked, and intelligent development of the manufacturing industry, and accelerate the construction of a modern industrial system. .

Previously on February 10, members of the Standing Committee of the Wuhan Municipal Party Committee, Secretary of the Working Committee of Wuhan Economic Development Zone, Deputy Secretary of the Working Committee, and District Mayor communicated with the Executive Deputy General Manager of Dongfeng Honda Company.

The two parties will further deepen cooperation, accelerate the construction of Honda's world's first new energy benchmark vehicle factory, and work together to promote Dongfeng Honda's annual production and sales of one million vehicles.

On February 7, the first day of work after the Spring Festival holiday, Chongqing leaders went to major project construction sites and key enterprises to conduct research, adding strong impetus to the city's economic development.

The Secretary of the Chongqing Municipal Party Committee, the Deputy Secretary of the Municipal Party Committee, and the Mayor went to the Western (Chongqing) Science City to conduct on-site inspections of project construction progress and enterprise production conditions.

In the exhibition hall of Chongqing Jinkang Power New Energy Co., Ltd., an enterprise with many domestic leading technologies in the field of new energy vehicle power research and development, watch the core product display and understand the performance advantages of key technical indicators.

In the workshop, robots are busy on the production line, realizing intelligent operations throughout the entire process.

Understand the R&D, production and sales of new energy vehicle technology. He said that new energy vehicles are the development direction of the automotive industry. He hopes that companies will seize opportunities, focus on their main businesses, increase investment in research and development, optimize and increment based on existing stocks, and continue to promote the transformation and upgrading of green, intelligent, and high-end automotive products. I wish Jinkang Company will develop better and better in the new year.

On February 11, the Executive Deputy Minister of the Propaganda Department of the Chongqing Municipal Party Committee and the Chief of the Chongqing Branch of the People’s Daily investigated Cyrus. The chairman (founder) and president of Xiaokang Group accompanied the investigation. Participated in the discussion and spoke highly of the transformation and upgrading of Xiaokang Group in recent years, hoping to make persistent efforts to develop new energy vehicles.

On February 14, the party secretary and president of the Chongqing Higher People's Court and the secretary of the Jiangbei District Party Committee visited the Salis Liangjiang Smart Factory for investigation and investigation, and met with the National People's Congress representative - the chairman (founder) of Xiaokang Group people). Said, “People’s courts at all levels in Chongqing will continue to optimize the legal environment for business and provide solid judicial guarantee for the high-quality development of enterprises.”

On February 9, the Director of the Standing Committee of the Guangdong Provincial People’s Congress visited GAC Group for investigation, to learn about corporate development, technological innovation, etc., and to listen to the opinions and suggestions of NPC deputies and enterprises. He hoped that GAC Group would further deepen technological innovation and system Mechanism reform will comprehensively enhance independent innovation capabilities, increase the pace of development of intelligent connected new energy vehicles, and promote the high-quality development of manufacturing in Guangdong Province.

I visited the final assembly workshop, battery workshop, technology exhibition hall, and styling room of GAC Aion, GAC Research Institute, and GAC Passenger Cars to learn more about new energy vehicle research and development, key parts production, and independent brand building. and other situations, and had in-depth interactions with representatives of the National, Provincial, Municipal, and District People’s Congresses and front-line employees.

Fully affirm the achievements of GAC Group: GAC Group has given full play to its role as an innovative entity, built a proud national brand, won the trust of consumers with its products, and has become a leading enterprise in my country's automobile industry. Especially in the face of the impact of the COVID-19 epidemic and the global chip shortage, all the cadres and employees of GAC Group have worked together, taken the initiative, and faced the difficulties. Major operating indicators such as automobile production and sales, operating income, and total profits and taxes have exceeded expectations, giving full play to As the ballast stone and main force of state-owned enterprises in economic and social development.

Hefei City, which is famous for attracting investment and gambling, has stepped up its work intensity since the beginning of the new year. On the afternoon of February 12, the Standing Committee of the Anhui Provincial Party Committee and the Secretary of the Municipal Party Committee presided over the first key project element guarantee meeting this year and pointed out that in the face of the complex economic situation, the construction of service guarantee projects must achieve "four priorities": Policy development Be at the forefront of efforts, process approval, guidance, and problem solving, and strive to ensure that no project is trapped due to untimely work and inadequate services.

Emphasize that the concept should be new, the standards should be high, and the speed should be fast - "It is better to let programs wait for projects than projects to wait for programs."

Speaking of the Hefei Municipal Government’s boldness in following and leading investments in leading companies and major strategic projects that attract investment, there is the story of Hefei and NIO. The founder and chairman of NIO, the "worst man in 2019", asked for help from 18 cities across the country. In the end, only Hefei rescued NIO from the ICU (Intensive Care Unit) and regained a new life.

In fact, in the first quarter of 2020, even though the epidemic was still in progress, Hefei sent multiple "scouts" to check all the Moments. In the words of the Hefei Municipal Party Committee Secretary, the investment team in Hefei is not about luck but skill.

What is still fresh in the memory of the automotive circle is that the 13th China Automotive Blue Book Summit 2021 opened on the first day in Hefei on June 10. I specially took the time to hold talks in batches with the guests attending the China Automotive Blue Book Forum.

Hefei will insist on being the “people who know you best” and work together to build a smart electric vehicle capital with international influence.

Smart electric vehicles are the key direction for Hefei to develop new industries. Hefei insists on using the government to promote the market to be more effective and has created many successful cases of government-enterprise cooperation.

More entrepreneurs and investors are welcome to come to Hefei for cooperation. Hefei will insist on being the "people who know you best" and work together to build a smart electric vehicle capital with international influence.

It is said that in Anhui Province, starting from the leadership of the provincial party committee, everyone is divided into an industrial chain. In addition to being in charge of work, they are also the chain leader of a specific industrial chain. Because Hefei has successively introduced LCD panel giant BOE, bet on semiconductor companies Changxin and GigaDevice, and new car-making force NIO, and has become a new energy vehicle production base, Hefei also got a nickname - the best disguised as a government investment institutions.

Hefei first takes "core, screen, automobile, and integrated wisdom" as the investment target - chip core, LCD screen screen, new energy vehicles, artificial intelligence and industrial integration, integrated circuits, and consumer terminals Modern manufacturing, biomedicine and artificial intelligence, whether you invite academicians and experts and the China Automobile Blue Book Forum - most of the automotive industry to hold seminars, or invite top consulting companies to provide consultation, the key is to pull out the industry chain map, and then Make a list of each link and branch in the industry chain, how is its distribution, and which leading companies are there. If something is missing, then attack with precision and drag it to Hefei.

It can be said that the goals are very precise and must be discussed one by one. If the target company needs any convenient conditions, we will create conditions for them. Whatever strategies the target company is promoting, we will cooperate with the strategy. If we cannot negotiate this year, we will continue next year. , until the target is obtained. This is something that other cities can learn from.

Automotive Business Review also found that other new first-tier cities, such as Nanjing, also regard automobile and other industries as the focus of attracting investment.

Nanjing is known as the city that has introduced the most new car manufacturing forces. Although there are not many new energy vehicle brands left, Nanjing held the first meeting of the New Year on February 7 to issue a mobilization order to the whole city. Released the "Nanjing 2022 Implementation Plan for Optimizing the Business Environment": Accelerate the formation of a development environment that is comprehensively convenient, highly active, inherently fair, and fully open, and strive to become one of the world's first-class cities with a business environment.

Nanjing issued a WeChat account saying that this is the city’s fourth policy to optimize the business environment, and all 116 tasks have reached the national leading level. Among them, reform and innovation measures in seven aspects, including establishing a detailed system for the implementation of scenario-based policy services and deepening the "solve the problem first before talking about it" mechanism, are at the forefront of the country.

The Automobile Business Review also reminds local governments that many places want to develop automobiles as a pillar industry. The enthusiasm is good, but whether everyone can become a car city or a car capital depends on many aspect, especially whether the basic conditions are met.

First, from the perspective of market demand, our country does not need so many new energy automobile cities.

According to statistics from CCID Research Institute, the total planned production capacity of domestic new energy vehicles in 2020 will reach 26.69 million units, far exceeding actual demand. In 2020, new energy vehicle sales were 1.367 million units, and the capacity utilization rate was only 5.1. Even based on the sales volume of 2.893 million vehicles in 2021, the capacity utilization rate is only 11.

Secondly, Detroit has never been self-proclaimed. It has always been a matter of course. There are cars on the roads and cars in the city. If you do well, others will naturally recognize you.

The third is not to engage in the construction of automobile cities, but to make parts and components in a certain automobile chain more refined, stronger and larger - to build a new auto parts city, a new energy auto parts city, and an intelligent and connected automobile eco-city. Very good too.

Cheng Zhenbiao, an automobile expert who has been studying industrial phenomena for more than 50 years and has published several books on "auto power", suggested that everyone should not rush into the industry and create an investment frenzy, which will result in no benefits and huge losses in the end. "It's not that we don't want lofty goals, but we don't want to be too ambitious and underestimate the basics and do solid work."