After the latest wave of new energy vehicle joint

2022-08-14
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Will there be a "sole proprietorship craze" after the "joint venture tide" of new energy vehicles

recently, several blockbuster news stirred up "butterfly wings", which brought a searing sound wave to China's new energy vehicle industry on the cusp of the storm, and became the "talking capital" of the industry

Xin Guobin, Vice Minister of industry and information technology, said at the TEDA Forum on September 8, 2017 that the Ministry of industry and information technology of China has launched relevant research to formulate a timetable for stopping the production and sales of traditional energy vehicles, and will also issue a double point management method in the near future

Bloomberg, the mainstream media in the United States, approached. According to sources, China is considering allowing foreign automakers to establish wholly-owned electric vehicle business in the free trade zone, and the policy will be implemented as soon as next year

the shock brought by the above news can be described as a combination of ice and fire. I'm afraid it is a common mentality in the industry

then, the "joint venture tide" is in the ascendant, and the "sole proprietorship fever" may follow. Can China's new energy vehicle industry withstand it

who will be the winner of China's new energy vehicle market, which has already become the global market

new energy vehicles make a brief analysis of this, which is only for evaluation

the multinational "market" of foreign giants is coming fiercely

at present, China is the world's largest automotive market and the world's largest new energy vehicle production market. In 2016, the sales and ownership of new energy vehicles in China accounted for more than half of the world, and China's electric vehicle market is becoming a "hot pastry" for overseas car companies

as we all know, when foreign car enterprises enter China, they must find Chinese local enterprises to establish 50:50 joint ventures, which has been stipulated since the 1990s, and there can be no more than two joint venture partners. But not long ago, the competent government departments gave a green light for electric vehicles and allowed a third one to appear, so there were JAC Volkswagen and Ford Zotye on the road. Renault Nissan alliance is establishing a new joint venture with China Dongfeng Motor Group, and Daimler will establish a battery factory with BAIC group in China

Tesla CEO Elon Musk has long shouted that he hopes to build a factory in China. In June 2017, American media reported that Tesla factory would be located in Shanghai. Although it turned out to be an Oolong in the end, it showed Tesla's desire to come to China

in August 2017, the State Council issued the notice on several measures to promote the growth of foreign investment, which defined the road map and timetable for opening up in 12 areas, including the manufacturing of new energy vehicles

on September 15, 2017, the spokesman of the national development and Reform Commission said that in the second half of this year, foreign investment access will be further relaxed in the fields of finance, new energy vehicles and so on

Bloomberg, the mainstream media in the United States, recently revealed that China is considering allowing foreign automobile manufacturers to establish wholly-owned electric testing machines in the free trade zone, which can obtain the corresponding signal motor car business through load, strain and displacement sensors. This policy will be implemented as soon as next year

it is reported that China currently has 11 free trade zones. In addition to the Shanghai free trade zone where Tesla is reported to be located, the other ten are located in Fujian, Guangdong, Zhejiang and other provinces. According to the policy of July, 2016, foreign investors can conduct steel production, motorcycle production, salt wholesale, gas stations and entertainment venues in the free trade zone

if the sole proprietorship of the auto industry is also liberalized, will a large number of foreign auto enterprises flock to the free trade zone to set up factories and stores

this should be seen from two aspects:

on the one hand, for foreign car enterprises that have stable Chinese partners, they have invested a lot in joint ventures for many years. In addition to affecting the cooperative relationship with existing partners, how to balance the resources of all parties will also be very difficult

under the action of increasing load

second, enterprises like Tesla, which have no Chinese joint venture partners, will naturally actively seize this opportunity. But even so, for Tesla, finding a Chinese joint venture partner is not only forced to meet China's policy requirements, but also means more support from local resources and more convenience. For foreign enterprises, of course, multiple friends are much better than their own singles

in a word, 2 increased by US $0.020/t (15180000 tons) compared with yesterday; The ocean freight from Western Australia to China is $7.550/ton. Since September 2017, various policy messages about new energy vehicles have emerged intensively, causing waves of heated discussion. Under the background that China is preparing to launch relevant research, formulate a timetable for stopping the production and sales of traditional energy vehicles, and the double point management measures are about to be released and implemented, it seems logical to encourage foreign car companies to speed up the introduction of new energy vehicles

it is worth noting that not only vehicle enterprises, but also foreign investment forces in the field of power batteries are coming fiercely

since 2013, Samsung SDI, LG Chemical, sk of South Korea, Panasonic of Japan and others have begun to build factories in China, but soon, foreign power battery enterprises were cold in China. Due to various reasons, new energy vehicles equipped with batteries from foreign-funded enterprises failed to enter the recommended catalogue, which led to the fact that foreign-funded battery enterprises have always been excluded from the mainstream market

however, since 2017, the situation has gradually changed. Up to now, seven batches of recommended catalogues have been released, of which the products carried by foreign power battery enterprises have not been shortlisted in the first four batches. Since the 5th batch of recommended catalogue, qualitative changes have taken place. New energy vehicles equipped with AESC power batteries have entered the 5th and 6th batch of recommended catalogue. In the seventh batch of recommended catalogue, Sino foreign joint venture Sanyo energy entered the recommended catalogue. It is reported that the Chinese enterprise that has established cooperation with Panasonic is Jetstar new energy technology (Suzhou) Co., Ltd. the cooperation agreement of China's battery factory has also been signed, and it will be put into production in the second half of this year. The annual production capacity of battery cells in 2017 is about 100million

the above explicit facts and news undoubtedly send a signal to the industry that a hurricane is brewing: in the world's largest automotive market, China's new energy automotive industry may enter the era of global competition ahead of schedule. Or it can be predicted that close combat with multinational giants is inevitable. What is the chance of winning for China's new energy vehicle industry chain enterprises (including parts enterprises)

independent brands are facing challenges at home

indeed, foreign-funded enterprises entering China's new energy vehicle market will inevitably have an impact on Chinese enterprises due to their technological advantages to a certain extent and the cost reduction brought by localized production

however, some experts said that the market for technology today is completely different from the market for technology decades ago. If there was a strong weak alliance in the past, today it should be a strong strong alliance. In the field of new energy vehicles (including power batteries and other industrial chain enterprises), the development initiative of new joint venture new energy enterprises is still in the hands of Chinese enterprises

the large-scale entry of wholly foreign-owned enterprises into China does bring great impact and threat to independent brands, but from another perspective, cooperating with international giants or fighting hand-in-hand, perhaps the world-class independent brand of China's new energy vehicles will be born from this Nirvana

Huang Shilin, President of Ningde times, believes that the high requirements of foreign top brands have promoted the refinement of ATL's technology, and its long-term cooperation experience with high-end customers is slightly ahead of its peers. "This is the reason why BMW chose catl as the only supplier to provide power batteries."

from another perspective, in the era of global integration, the two forces and ways of foreign-funded enterprises coming in and Chinese enterprises going out are irresistible. The trend of changing with the times and following the trend of the times, "closing the door to the country" and "mantis arm riding the cart" are both undesirable and impossible

in the field of new energy vehicles (including industrial chain enterprises such as power batteries), taking BYD, Ningde times, Yinlong new energy and other enterprises as examples, we can gain insight into China's power on the global stage

at present, BYD, Ningde times, Waterma, GuoXuan and Lishen have formed the first tier of China's power battery, and their production capacity is more than twice that of battery enterprises in the second tier. In 2016, the total shipments of these five power battery enterprises accounted for more than 75% of China's power lithium battery market, thus firmly controlling the dominance and voice of the Chinese market

at present, BYD has built five overseas bus factories in the United States, Brazil, Hungary, France, Ecuador and other countries. BYD's electric vehicle footprint has spread to about 240 cities in more than 50 countries and regions, such as the United States, Japan, Britain, Brazil, the Netherlands, Australia and so on. Data show that BYD sold about 100000 new energy passenger vehicles last year. With commercial vehicles, the total global sales last year was about 114000, an increase of about 70% year-on-year, ranking first in the world

Ningde era, which has been established for only six years, has already become a hot topic in the eyes of independent and foreign brands of new energy vehicles. With the rapid development of China's new energy, through leading battery technology and excellent strategic vision, Ningde era has entered the list of battery suppliers of brilliance BMW, Geely, BAIC, Yutong, Jinlong, SAIC, GAC and other auto companies. Recently, Hyundai Motor Co., Ltd. of South Korea also chose Ningde times as the first Chinese battery supplier. In addition, Volkswagen is choosing battery suppliers for its electric vehicles, and Ningde times is one of the suppliers discussed by Volkswagen. In the future, it is not ruled out that Ningde era will enter the Tesla industrial chain! Not long ago, Ningde times helped build cars with apple, showing its domineering side. In addition, ningdeshi's manufacturing technology and overall strength have been further improved. Dai and SAIC have married to establish two joint ventures to further improve the industrial structure in the new energy field. Ningde times has recently launched listing guidance to leverage the capital market and accelerate its layout in the field of power batteries. Orders from many car companies have driven the market share of Ningde era to rise rapidly

Yinlong has overcome five major problems recognized in the industry, including "high safety problems", "use problems in severe cold environment", "rapid charge and discharge problems", "battery life problems" and "battery industrialization problems", through continuous research and innovation since it strategically controlled Austria titanium in 2011. Thanks to its own advantages in the whole industry chain, lithium titanate battery technology, which integrates the advantages of safety, stability, wide temperature, high efficiency and fast charging and storage, as well as the original four win-win business model, high operation efficiency in the whole life cycle and other advantages, Yinlong titanium has made a strong attack in the field of public transportation and has rapidly grown into a first-line brand

new energy vehicles believe that foreign-funded enterprises' seizing China's new energy vehicle market will accelerate the restructuring and integration of China's new energy vehicle industry, including power battery enterprises. For independent brand enterprises, they will compete not only with domestic brands, but also with foreign giants in the future. In order to meet the challenges, local enterprises must constantly upgrade technology, reduce costs and improve market competitiveness. From this perspective, the entry of foreign-funded enterprises may force China's new energy vehicle industry to transform and upgrade faster

"when HAOGE is crazy, he is cold; he sees the abyss in the sky. He sees nothing in all eyes; he is saved in hopelessness." (Lu Xun's collection of weeds)

to sum up, in the era of great change, China's new energy steam is standing at the tuyere

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