-Strive for the cake of new energy vehicles; layout of many foreign car enterprises in Chongqing

Strive for the cake of new energy vehicles; layout of many foreign car enterprises in Chongqing
author:enerbyte source:本站 click410 Release date: 2022-11-29 09:50:58
abstract:
Although the pure electric vehicle is "popular but not popular", it still does not affect the investment enthusiasm of vehicle enterprises and related supporting enterprises. On September 9, Chongqing Yijiu Store, the first 4S store in the southwest of Euler, an independent pure electric v...

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Although the pure electric vehicle is "popular but not popular", it still does not affect the investment enthusiasm of vehicle enterprises and related supporting enterprises. On September 9, Chongqing Yijiu Store, the first 4S store in the southwest of Euler, an independent pure electric vehicle brand under Great Wall Motors, officially opened in Lijiatuo, Banan District. Not only Euler, but also car companies such as BYD, Beijing Auto Hejia Information Technology Co., Ltd. (hereinafter referred to as Auto Hejia) have entered Chongqing. Local car companies such as Chang'an, Lifan and Xiaokang have also stepped up their layout to "bet" on new energy vehicles. In less than a month, six new energy vehicle projects have been launched, which is the most intensive layout of the new energy vehicle industry in Chongqing.

Layout of many foreign car enterprises entering Chongqing

When it comes to Euler, we may be a little strange. Oula is the fourth brand launched by Great Wall Motor Group after Great Wall, Haval and WEY, and also an independent new energy vehicle brand under Great Wall. The brand was officially launched on August 20.

"Although it is a new brand, Euler has created three products: iQ, R1 and R2." The person in charge of Chongqing Yijiu Store, the first 4S store in the southwest of Euler, introduced that iQ is the first model of Euler, which is positioned as a new generation of pure electric compact crossover vehicle and was officially listed at the Chengdu Auto Show. The car uses ternary lithium-ion power battery produced by Funeng Technology, with a range of 360 kilometers. In addition to its unique appearance and modeling, the car has intelligent applications such as intelligent parking system, parking system, Carlife car engine interconnection and Telematics car networking system, and all of them are equipped with NFC card keys as standard.

The person in charge said that at present, more than 80 car owners of Euler in Chongqing have made reservations and signed purchase contracts with major customers Juma Feiteng Chongqing Co., Ltd. and Chongqing Jinbao New Energy Vehicles. Chongqing Universal Car Rental Co., Ltd. is also negotiating with it about the purchase of cars.

Not only Great Wall Motors, on August 23, BYD also signed an investment cooperation agreement with Chongqing Bishan District Government on the power battery industry project with an annual output of 20GWh. The total investment of the project is 10 billion yuan, mainly including the manufacturing of core products such as power battery cells, modules and related supporting industries. At the same time, by giving priority to the layout of motor, electric control system, rail transit equipment manufacturing and other projects, Chongqing has established its Southwest Regional Headquarters. This is also another project in Chongqing after BYD signed a cooperation agreement with Chang'an Automobile in early July this year to jointly set up a joint venture company in Liangjiang New Area, Chongqing, focusing on power battery production, sales and other business sectors, and the production capacity is planned according to 10GWh.

On the same day as BYD, Chehejia, a high-tech enterprise of intelligent electric vehicles, officially signed a contract with Chongqing Liangjiang New Area. Chehejia will invest 11 billion yuan to build a "smart car manufacturing base". It is reported that the project has a total investment of 11 billion yuan, covers an area of 1800 mu, and a total production capacity of 400000 vehicles per year. The base will be constructed in two phases. The first phase of the project is expected to build an annual production capacity of 200000 vehicles by 2021, and put into production at least two smart electric vehicles. After mass production, the annual output value will exceed 40 billion yuan. Its first smart electric vehicle product for the retail market will be released in the second half of this year and delivered to users in 2019.

As early as April this year, Tesla's direct operation experience center in Chongqing officially opened in Chongqing Xinguang Tiandi, announcing Tesla's official participation in the new energy market competition in Chongqing. BMW, Emgrand, BYD and a series of other brands have also selected Chongqing for test drive of new energy vehicles.

Projects of local auto enterprises have been accelerated

Faced with the "cluster" layout of many foreign enterprises in Chongqing, local car enterprises are also "unwilling to be outdone".

On August 23, Chang'an Automobile officially signed a contract with Liangjiang New Area, with an estimated investment of 10.2 billion yuan to build a "new energy industrial park". The industrial park will integrate research and development, production, supply and sales of new energy, mainly layout Chang'an auto self built parts factory, Chang'an new energy joint venture company with factory in Chongqing, upstream and downstream suppliers of the industrial chain, etc. After the industrial park is completed and put into production, it is estimated that the total annual capacity will not be less than 500000 sets of new energy core parts, and the output value will exceed 40 billion yuan.

"Chang'an New Energy Industrial Park is an important implementation carrier of Chang'an Auto's grand strategy of the Shangri La Plan." The relevant person in charge of Chang'an Automobile said that the new energy industrial park will be planned and implemented by stages. It is planned to gradually build a new energy pilot park, science and innovation park and manufacturing park in Liangjiang New Area, and form a new energy industrial park covering an area of about 3000 mu; Settled in Chongqing Chang'an New Energy Automobile Technology Co., Ltd., new energy upstream and downstream industrial chain joint ventures, key parts suppliers, etc.

Su Ling, Executive Deputy General Manager of Chang'an New Energy Automobile Business Department, said that by 2020, Chang'an New Energy will have built three exclusive platforms for pure electric vehicles, namely, "large, medium and small". In the future, Chang'an pure electric vehicles will be built on these three platforms. Then, on August 30, Chang'an Automobile announced that it planned to transfer the relevant assets of the company's new energy automobile business to its wholly-owned subsidiary, Chongqing Chang'an New Energy Automobile Technology Co., Ltd., with the transferred assets up to 1.1 billion yuan. On September 12, the first plug-in hybrid SUVCS75PHEV of Chang'an Automobile was officially listed in Shanghai 1862 Old Shipyard.

Chongqing Jinkang New Energy Automobile Intelligent Factory, located in the Liangjiang New Area Yufu Industrial Development Zone, has been completed, and is currently undergoing equipment commissioning. It is expected to start trial production this month. By then, an annual production capacity of 50000 pure electric passenger vehicles will be formed. "After the factory is put into operation, it will become one of the most intelligent new energy automobile factories in Chongqing." The relevant person in charge of Jinkang said that after the equipment debugging, the factory will try to produce Jinguo EV-SF5. Jinguo EV has not only made a number of technical breakthroughs in the two key technical fields of electric drive and intelligence, but also has a leading technology integration capability. For example, the industry's first four motor drive platform can accelerate 100 kilometers in 3 seconds; The independently developed battery management system makes the driving distance easily exceed 500km; The vehicle mounted range extender platform provides a practical solution for "difficult charging".

Mou Gang, Chairman of Lifan Group, also said at the Smart Expo held in late August that Lifan would take the new energy strategy as its most important strategy, shrink the front and put all resources in the "one basket" of new energy. Lifan will establish a joint venture company with professional battery cell manufacturers in Liangjiang New Area to support the development of new energy vehicles; In terms of R&D, all resources of the enterprise will be inclined to the new energy industry. "Our new intelligent new energy vehicles will be launched at the end of next year." Ma Ke, president of Lifan, disclosed.

Chongqing Catastrophe New Energy Vehicle "Red Sea"

Behind a large wave of automobile enterprises, what does Chongqing rely on to attract many automobile enterprises to speed up their layout?

"Chongqing has a solid automobile industry foundation and perfect industrial chain supporting facilities. The government of Liangjiang New Area has provided efficient services and various supports for enterprises while creating an extremely high-quality business environment. This is also the reason why Chehejia chose to settle in Chongqing this time." Shen Yanan, co-founder and president of Chehejia, said.

Wang Chuanfu, BYD's chairman, once said that BYD's battery capacity has been insufficient. By the end of 2017, BYD's power battery capacity reached 16GWh. According to the plan, 29GWh, 34GWh and 39GWh will be reached successively from 2018 to 2020. Against this background, BYD's power battery customers are also accelerating their progress while the capacity is diversified. He Long, BYD's vice president and CEO of the battery business group, said that BYD has now entered the power battery supply chain of local car enterprises such as Chang'an Automobile.

"We attach great importance to the economic radiation ability and growth potential of Chongqing market." Wang Kun, the marketing director of Great Wall Motor's Euler brand, said that Euler's Chongqing Yijiu 4S store was the first 4S store it had built in southwest China. This year, 180 4S stores and stores in stores will be set up nationwide, aiming to build a "new four modernizations" business model of "new manufacturing, new retail, new finance and new travel" for Europe and Latin America.

At the same time, on September 11, the China Automobile Association released auto production and sales data for August, which showed that the cumulative sales of passenger cars in August was 1.7899 million, a year-on-year decrease of 4.55%. Cars, SUVs and MPVs have encountered "", but new energy vehicles have risen against the trend. In August, the production and sales of new energy vehicles were 99000 and 101000, respectively, with a year-on-year growth of 39% and 49.5%, continuing the rapid growth momentum since this year.

In the face of the increasingly saturated automobile market, the rapid and substantial growth of new energy vehicles undoubtedly makes many automobile enterprises see the direction of transformation and upgrading as soon as possible to seize market share. The rapid layout of the new energy vehicle strategy of local automobile enterprises has also enabled many supporting suppliers of power batteries and charging facilities to follow up the layout.

Our reporter learned that Chongqing, as an important automobile town, is vigorously developing the new energy automobile industry. Only the automobile industry in Liangjiang New Area is expected to achieve an output value of 350 billion yuan in 2020. Among them, the output of new energy and intelligent vehicles will reach 400000, with an output value of 100 billion yuan. At the same time, Chongqing Municipal New Energy Vehicle Operation Monitoring Center has been built and put into use, which is the first provincial platform connecting with the national platform in China.

At present, Chongqing has gathered the battery modules of Chaowei and Guoneng; Battery management system of wireless oasis and Jinmei communication; Battery cathode materials of TERRY and Wulong Power; Battery diaphragm of Yuntianhua Newmi Technology; Shenchi Electromechanical and Sailimang motors; Controller of Chang'an, Carey Electric and Zhongli New Energy; Japan's three electric, super power air conditioners, construction of electric air conditioners for vehicles; Electric steering of Nexter and Longrun steering gear; Core supporting facilities such as electric braking in German mainland China. At the same time, key supporting projects such as Shanghai electric drive drive motor, Dongfeng Xiaokang and Zhongtai Automobile's power battery cell have also been launched in Chongqing.

Opportunities sprout upstream and downstream of the industrial chain

Previously, the industry had predicted that with the decline of subsidies, the new energy vehicle industry would have pain, but in fact, this was not the case, instead, it became increasingly popular. Industry insiders generally believe that the rapid development of new energy vehicles will be the trend of the future.

According to the Energy Saving and New Energy Vehicle Industry Development Plan (2012-2020) issued by the State Council in 2012, China will achieve the production and sales target of 5 million new energy vehicles by 2020. Made in China 2025 also proposes that by 2020, the annual sales of self owned brand pure electric and plug-in new energy vehicles will exceed 1 million, accounting for more than 70% of the domestic market; By 2025, the annual sales volume of new energy vehicles in line with the international advanced level will be 3 million, accounting for more than 80% of the domestic market. It is estimated that by 2020, the market size of China's new energy vehicles will exceed 400 billion yuan, and the related power battery market will reach 200 billion yuan.

Chongqing is currently the largest automobile production base in China, with 20 vehicle enterprises and 1000 spare parts enterprises, with an annual output of 3 million vehicles and an output value of about 600 billion yuan. In terms of industry, six passenger vehicle enterprises, including Chang'an, Lifan Passenger Vehicle, Lifan Automobile and Xiaokang, three special vehicle enterprises and about 30 related supporting enterprises have been formed. New energy vehicles have become an important path to achieve automobile transformation and upgrading. In this context, there will be business opportunities in five fields, including rapid battery replacement equipment, power battery composition, charging pile, Internet, and new energy sharing platform.

According to the information previously disclosed by the Municipal Economic and Information Commission, by 2020, the city's annual production and sales of new energy vehicles are expected to reach 200000, 50000 new energy vehicles will be promoted and applied annually, and 30000 charging piles will be built. Taking charging pile facilities as an example, if the number of electric vehicles on the road in Chongqing reaches 50000 in the next few years, the charging market scale of 50000 electric vehicles will exceed 1 billion yuan in a year, and there will also be unlimited business opportunities.

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