China automobile industry's "island survival" hard core technology becomes "antidote"!

With the COVID-19 epidemic raging all over the world, many uncertain factors have been planted in the development of the industry, and the global automobile industry is in a once-in-a-century period of profound change. In the upcoming? Whether China's automobile industry has the "equipment" to start a new era in the "14th Five-Year Plan" or not, the whole industry must rethink and seek a breakthrough under the great changes.

/kloc-in August, 2020, at the China Automobile Forum, Fu, executive vice president and secretary general of China Automobile Industry Association, said that "the risk of the automobile industry chain lies in the integration of the upstream level and the electronic information industry, which is a * * * problem and needs the strength of the whole country. This is both a challenge and an opportunity. "

Fu (Executive Vice President and Secretary General of China Automobile Industry Association,) President.

Technical innovation of new energy vehicle filling

Focusing on the domestic new energy vehicle market, due to the decline of subsidy policy, the growth rate of the whole market slowed down, the industry entered an accelerated reshuffle period, and some products that did not meet the market demand were gradually eliminated. In this context, how to further promote the marketization of new energy vehicles in China has become one of the main topics facing the whole industry.

Regarding how to maintain and enhance the technical strength of domestic new energy automobile enterprises, Fu believes that technological innovation is changing with each passing day, and technological competition must be hard-core technology. When your technology can be quickly imitated by others and easily realized, you should speed up the iteration, which is a competitive strategy.

According to the data released by China Automobile Association recently, in July 2020, the production and sales of new energy vehicles in China were 654.38+million and 98,000 respectively, up by 15.6% and 19.3% respectively, which was the first increase this year.

According to the judgment of China Automobile Association, the decline in the sales volume of new energy vehicles is related to the decline in the previous subsidy policy, and then the impact of this year's epidemic is superimposed. Xu Haidong, deputy chief engineer of China Automobile Association, said that based on the current policy of new energy vehicles going to the countryside and the requirements of "double points" assessment, the performance of the new energy vehicle market is expected to be relatively stable in the third and fourth quarters of this year, and the annual sales volume is expected to be 165438+ 10,000 vehicles.

It is noteworthy that although China's new energy automobile market is a "deep-water bomb" to promote the global automobile electrification transformation, the development of the industry still faces many unavoidable problems.

The development of industrial globalization needs to "lift the power of the whole country"

At the forum, when Fu delivered the keynote speech "New changes, new challenges, new ideas, and a new journey towards the automobile industry", he reminded the supply chain and industrial chain not to ignore the opposition between anti-globalization and globalization. The epidemic situation objectively aggravates the risk of anti-globalization, which will profoundly affect the structural balance of automobile industry chain and supply chain, and will inevitably bring about the reconstruction of global industry chain.

According to statistics, the number of cars in China has reached 260 million in the first half of 2020. After more than ten years of rapid development, China automobile market has ushered in a period of platform adjustment, with two years of negative growth. This is caused by many factors, especially the outbreak of the COVID-19 epidemic this year, which lost a month's sales in the whole year, and the decline reached the highest point. Industry experts agree that this is the inevitable law of industrial development.

"Many of our core technologies already exist, but the scale of industrialization is not enough, and we may not be able to support applications economically like others. If we really get there one day, I think these technologies can be fully supported. There is no need to worry too much about not being able to do it. We can do what others can do. " In the face of the global economic crisis, the extreme risk that related core technologies can no longer be used may also exist in the future. But the economic environment we are in now has its own global economic system and operating rules, which have been formed for many years. If it is to be subverted, it will not be subverted in one day, and this extreme risk will not come immediately. If extreme risks really come one day, the country has also made very full preparations.

This is not the layout problem at the factory relocation level envisaged in the early days of the epidemic, but the potential risks associated with industrial transformation, which is difficult for enterprises to avoid, which is both a challenge and an opportunity for enterprises. We should not only maintain globalization, but also have a higher level of opening up, but we also have our own preparations. What we are talking about now is to use the power of the whole country to overcome technologies that may be stuck by others. We did it, and actually solved the problem of shortcomings for many years, which is very beneficial to us.

The national brand "the rise of the national tide" was at that time.

More and more people have been conquered by the eastern gods. In recent years, China's consumer market has undergone significant changes: as the world's largest automobile market, the rise of China's national brands and the rise of national tide culture have made consumers stop "worshipping foreign things and obsessing foreign things" when shopping. The same is true of the returning new energy vehicle market. For automobile enterprises, how to build their own brand image is very important.

When talking about the problem of China car companies going global, Fu thinks that China car companies have great potential to go global. He said that through technological upgrading, a newly defined national brand car made in China with intelligent function and Internet function will definitely appear in the global automobile market in five years.

At present, various brands have made a lot of efforts in the high-end level of new energy automobile products, and the performance of Tesla, Weilai and other models in the market is a good proof. In Fu's view, at the high-end market level of new energy vehicles, the brand effect of enterprises has been brought into play, and demand can stimulate market growth; But for the low-end market, it needs continuous promotion to give full play to the advantages of products and brands. The industrial power based on innovation and development has truly become the first driving force.

A few days ago, the activity of new energy vehicles going to the countryside jointly carried out by the Ministry of Industry and Information Technology, the Ministry of Agriculture and Rural Affairs and the Ministry of Commerce was held in Qingdao. It is reported that the launch of this activity is not only to stimulate the consumption of new energy vehicles and promote the upgrading of rural consumption, but more importantly, to promote the sinking of new energy vehicles and enhance consumers' awareness of such products.

To the good trend, "create a new bureau under the changing situation"

The "14th Five-Year Plan" is the historical intersection of the goals of the two countries in the past century, and it is also the key window period for the transformation and upgrading of the automobile industry. The automobile industry must seize the strategic opportunity period in the next five years, meet new opportunities in the crisis, build a powerful automobile market that plays a leading role, and create new opportunities for the development of the automobile industry. Open up a new situation in the changing situation, accelerate the formation of a healthy domestic industrial cycle, and open up a new situation in the globalization of the automobile industry.

According to the latest production and sales data released by China Automobile Association, the production and sales of automobiles in June and July this year were 1, 2,365,438+0.4 million vehicles and 1, 2,365,000 vehicles respectively. The number of vehicles decreased by 1 1.8% and 12.7%, respectively, which was 5 and 4.2 percentage points narrower than that in June. Among them, in July, the production and sales of new energy vehicles were 654.38+million and 98,000 respectively, and the year-on-year growth rate turned from negative to positive.

According to statistics, in the whole year of 20 19, China's automobile production and sales were 25,726,438+10,000 and 25,769,000 respectively. Fu said that at the end of last year, it was predicted that the car sales this year would be the same as 20 19. However, due to the epidemic this year, car sales have been delayed for two or three months. "This is difficult to repair. However, it is entirely possible to narrow the decline to single digits. Now the overall year-on-year decline 12.7%. We still have five months, and I think it should be better. "

Regarding the future development space of the automobile market, Fu said that the industry generally believes that after a period of adjustment, there will be a process of sustained and steady growth. "30 million vehicles is not a problem, and 35 million vehicles are also expected. It's all a matter of time. "

From the perspective of automobile rings, from all aspects, China's economic operation in the second half of the year is stable and predictable. As Fu said, "If your technology is the core, you will have deeper competitiveness". It is expected that China automobile enterprises can successfully open a new situation in the changing situation, accelerate the formation of a healthy domestic industrial cycle, and open a new situation of automobile industry globalization!

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