Geely and Daimler launch hybrid system. Are they serious?

Although it was during the Guangzhou Auto Show, the following news broke through the tight encirclement and attracted everyone's attention:

165438+1October 2 1 day, Daimler AG and Geely Holding Group jointly announced that they intend to cooperate on the efficient power system of the next generation hybrid vehicle technology. Partners plan to jointly develop hybrid system solutions to create economies of scale and improve their competitiveness in the global market. It is expected that cooperation areas will include engineering research and development, procurement, industrialization and efficiency initiatives.

The two sides will use their global R&D network to jointly develop the next generation gasoline engine with hybrid technology. The engine will be produced in the partner's engine factories in Europe and China, and may be adopted by Mercedes-Benz and its existing partners in China, and used in Geely Holding's rich brand portfolio, including Volvo Cars. It is also possible for engines to be exported overseas from China.

Even in the investment circle, this news is big news. Geely's stock will definitely have another daily limit.

And I am in the car circle, of course, I pay attention to new energy and technology.

The Geely Blue Project is blocked and needs to be solved urgently.

As we all know, BYD is the leader and standard-bearer in the new energy automobile circle in China. It has a comprehensive three-electricity system, an e-platform with fuel, plug-in and pure electricity, and an Atkinson engine and related hybrid technology released not long ago; Other manufacturers, however, entered the field of new energy only later, generally doing 48V light mixed pure electricity. Because the hardest thing to do is mixing, and mixing can't bring more carbon neutrality like pure electricity. You must say that pure electricity is not difficult to do, right? Plug-in is relatively easy, because there are suppliers of batteries and motors, and the management system can buy or hire people to do it at a high salary. Where did these people come from? BYD is the new energy Whampoa Military Academy. I remember one year Geely dug up a pure electric boss of BYD, and Wang Chuanfu even cried at the meeting. He said he couldn't give his employees high salaries, but these enterprises outside could afford them.

Closer to home, although Geely released the Blue Geely Plan on 20 15 (one of which is to realize that the sales of new energy vehicles will account for more than 90% of Geely's overall sales by 2020; Among them, plug-in hybrid and hybrid vehicles account for 65%, and pure electric vehicles account for 35%), but this plan is as silent as a bubble in the sun. In the meantime, I even bought a company like Zhi Dou, hoping to use Zhi Dou to promote the sales of pure trams. Of course, it also failed, and Zhi Dou even broke the news of cheating. Moreover, their geometric brands are not doing very well, and A and C have no sales. As for mixing, Geely really didn't. Only a few cars have adopted 48V light mixing system, but it is better than nothing.

Therefore, the news that we cooperated with Daimler to develop a hybrid system really prescribed a suitable prescription, which is just right for Geely's lack of plug-in technology. I'm really sleepy when I meet a pillow, which is perfect.

Not only that, if Geely's products adopt these power systems, its brand power will be enhanced invisibly. Considering the production capacity, it is estimated that Lectra will take the lead, followed by Volvo and Geely brand.

Geely has always been good at leveraging strength and moving around.

Many people will sigh that Geely really has everything. In fact, all this is because Geely has acquired everywhere. Once upon a time, I tried my best to buy Volvo, and even the industry thought it was a snake eating an elephant, but he succeeded; Later, I wanted to have sex with Mercedes-Benz Daimler, but of course I was rejected. But who is Geely? How can you give up easily? Then, he quietly bought Daimler shares in the capital market. 2065438+On February 24th, 2008, Daimler Group had to announce through official website that it welcomed Li Shufu as a long-term shareholder. It is said that Li Shufu spent billions to buy more than 654.38 billion shares? (103,619340 shares), or 9.69% of the shares, became the largest shareholder and voting shareholder of Daimler Group.

Since you are the largest shareholder, you can certainly do your own thing. This is called capital talk, and Daimler's arrogance has to be listened to. That's why there is no hybrid technology today, but Daimler's collaborative research and development.

Moreover, it is also important for Geely to need Daimler to endorse its new energy, just as Volvo endorsed lectra.

Daimler is interested in pure electricity, not hybrid technology.

As early as 2008, Daimler invested US$ 50 million to acquire 9% of the shares of Tesla Electric Vehicle Company, and established Shenzhen BYD Daimler New Technology Co., Ltd. with China BYD Auto on 20 10.

At that time, it was said that Tesla helped Daimler develop Smart and B-class pure electric vehicles. But Tesla is only a supplier of Daimler. Subsequently, Daimler began to reduce its shareholding in Tesla on 20 12. In June of that year, Daimler sold 40% of the shares, but still retained its position as the third largest shareholder. Daimler didn't explain this at that time, but at the new york Auto Show two years later, Steve Cannon, president of Mercedes-Benz USA, bluntly said that Tesla's future market was limited. Once automakers such as Mercedes-Benz and Porsche enter the luxury electric vehicle market, Tesla's future is unknown. 101October 2 1 day, when Tesla's share price plummeted from an all-time high of 29 1 USD to $235 within one month, Daimler made a decision to completely empty its shares, and cashed in as much as $780 million.

Some people think that Daimler's investment in Tesla is more due to the consideration of investment profit. However, between the lines, can you think that even if you have a joint venture with Tesla, you can't get the corresponding pure electric technology? Similar to BYD's joint venture. Both sides have equal investment in technology and capital, but there are only two models for many years, and the joint venture company is also tepid. Do both sides want to get some technology from each other, but both failed?

Later, Mercedes-Benz invested heavily in pure electricity. Moreover, it can be seen that the new energy direction of Mercedes-Benz is set in the direction of pure electricity.

At the end of September, 20 16, is Mercedes-Benz the closest to mass-producing pure electric concept car generation? EQ was officially unveiled at the Paris Motor Show and Guangzhou Motor Show. In the planning of Mercedes-Benz before 2025, its pure electric vehicle sub-brand "Mercedes-Benz EQ" will have more than 65,438+00 pure electric vehicles, and make the sales of new energy vehicles account for 25% of the sales of new vehicles, and will focus on the research and development and production equipment of new energy vehicles. According to the annual report of Daimler 20 16, by 2025, 0/5% to 25% of new cars of Daimler/kloc-0 will be pure electric vehicles.

This goal is a bit radical. It's a bit like Geely: everyone is eager to transform into new energy.

At the Third Sino-German Automobile Industry Summit held on June 5438+1October 65438+1October 0 1 2020, Leng Yan, Executive Vice President of Daimler Region, said that Daimler is prepared to achieve zero emission of all new automobile products within 20 years by 2039. By 2022, Europe will realize carbon synthesis in automobile production, and 100% of factory electricity will come from renewable energy; By 2030, electric vehicles, including plug-in hybrid vehicles, will account for more than 50% of new passenger car sales; By 2039, all passenger cars will be carbon neutral.

In terms of vehicle launch, Mercedes-Benz launched EQC 20 1 1 in 2009, and at the same time launched a new generation of pure electric SUV, and a joint venture with Geely will launch pure electric SMART.

It can be seen that Daimler is really more willing to work hard on pure electricity. Because carbon is neutral, of course, pure electricity is more direct than plugging in. Plug-ins are really lacking in technology. It's not bad to cooperate with Geely.

Neither Daimler nor Geely has hybrid technology.

As we all know, hybrid technology is the transition between pure electric vehicles and fuel vehicles. In today's world, fuel vehicles are the main part, and pure electricity is a small part. Plug-in is actually a very good solution. However, its technology is somewhat complicated. So many companies won't do it, only BYD is doing it. Who knows which technical solution will dominate one day? But salt and sweet are never bad. This must be the same view of Geely and Daimler.

Of course, whether it can really be as Geely wishes, there are still great variables. Partnership business is difficult to do, unless there is a bundle of interests and appropriate rules for the distribution of interests, such as North-South Volkswagen and North-South Toyota. However, so far, the two sides have not established such a joint venture company, even worse than Tengshi, just a cooperation; ? "Engineering R&D, Procurement, Industrialization and Efficiency Initiative" is an area of cooperation. The two sides really want to cooperate, but there are also many problems to be implemented. The result of R&D is a trade secret. How do the two sides disclose to each other? If it is not a research entity, it is basically impossible to enjoy R&D technology.

So both sides need the next move. I hope I don't throw this idea out when my mind is hot and then forget it.

In this cooperation, because neither side has hybrid technology, Geely wants to use Daimler's nobles. Daimler may want a broader plug-in market in China, perhaps to make up for its shortcomings, but it is certainly not to make up for the shortcomings with Geely, nor is it without money; Perhaps it is because the power of capital has to do so. Anyway, it is what you need to develop such a power system.

Based on many years' experience, my personal opinion is that this cooperation is Geely's more attentive cooperation. Even if Geely gives more money and manpower in the future, Geely is willing.

Help Geely to be high-end

Why?

For the sake of high-end, if the cooperation of this hybrid system can really be implemented, this Daimler-Benz will once again become the endorsement of Geely New Energy, just as Volvo is the endorsement of Lectra. Although hybrid power and pure electric technology are two routes, they both belong to new energy sources. In the case that pure electricity has yet to be developed, in fact, mixing is a good choice; Like BMW, it even shelved the pure electric platform before, and only changed from oil to electricity on the basis of fuel vehicles. And plug-in and pure electricity do not interfere with each other. For example, BYD, simply build an e platform to get through fuel, plug-in and pure electricity.

Therefore, it is not excluded that Geely and Daimler will also make such a technology platform.

In recent years, with the success of new forces such as Tesla and Weilai, many enterprises have positioned high-end brands as new energy and pure electricity. For example, Chang 'an is going to do this. Although Geely has a higher brand than Geely, Li Shufu, who has a BMW Mercedes-Benz complex, definitely wants more than the brand, as well as the low price and low profit under the Geely brand.

If there is a similar e-platform and Daimler blessing, all brands under Geely will be in by going up one flight of stairs.

This cannot be underestimated. Even brands like LECK are the envy of other companies: so far, the so-called independent high-end cars are LECK and WEY, as well as Star Road. Among the three, the sales volume of Lectra can initially support the brand. WEY has experienced many twists and turns, and the journey is also trying to explore forward. It's hard to go up. It's hard! Why can Rick do better? Because it has Volvo endorsement.

I have seen too many things and people in my career for so many years. Therefore, even if I am simple-minded and willing to believe that others like me, I know that I should leave three points in my speech. This kind of cooperation is certainly a good thing, but what if it doesn't work? It is good to be able to use power, such as Geely's long-standing experience, but if the technology is new, what about the partners? Should we lower our heads, work hard and do it hard? When new energy is a joke, BYD has been doing it. Later, even Daimler admired it and set up a joint venture company Tengshi. Doesn't it smell good? The power of capital is great, but in front of people's minds, there are times when they lose.

This is dedicated to the thriving Geely.

This article comes from car home, the author of the car manufacturer, and does not represent car home's position.