Six countermeasures of new energy vehicle enterpri

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Six countermeasures of new energy vehicle enterprises under the pressure of double points

similar to BYD and BAIC, which is the only way for chemical enterprises to develop and grow. Due to its early layout in new energy vehicles, it has formed a certain scale and foundation in the research and development and manufacturing of new energy vehicles. After offsetting some fuel vehicle points, there will still be a certain amount of new energy vehicle integral surplus. These independent brands' views on the "double points" policy did not respond when interviewed by BAIC bjev. Chery spokesman Wang Wei said that it was still in the stage of policy research, so it was inconvenient to comment

the pressure of the "double points" system of new energy vehicles is coming, and many car companies are looking for countermeasures

countermeasure 1: fight alone

as BYD, which started early in the field of domestic new energy vehicles, its performance in the face of "double points" is very calm. Du Guozhong, assistant general manager of BYD Automobile Sales Co., Ltd., said: "for many enterprises, there will be more or less pressure in the face of the requirement of 8% of new energy vehicles, but it is not difficult for BYD to meet the requirement." In 2016, BYD sold 45433 PHEV products and 32632 EV products. If calculated by 2 points for PHEV products and 3 points for EV products, BYD has more than 180000 positive points for new energy vehicles. From BYD's current overall sales, relying on existing capabilities is not only enough to deal with the "double points" policy, but also far beyond BYD's own needs

BAIC is the same. In 2016, Beijing brands (including Saab, Beijing and Weiwang) sold a total of 457000 traditional vehicles, requiring about 36600 new energy vehicle points. If calculated by 3 points for each pure electric vehicle, BAIC's independent brand needs to produce about 12200 pure electric vehicles. According to the 2016 annual report disclosed by BAIC Motor Corporation Limited, it sold 48000 pure electric vehicles throughout the year. Its new energy vehicle credits can not only meet the requirement of 8% of new energy vehicles, but also offset the negative credits generated by BAIC group's traditional vehicles, and even have surplus credits for external transactions

feasibility index: ★★★★

countermeasure 2: buy points emergency

there are two ways to obtain positive points of new energy vehicles: one is to increase the output of new energy vehicles, and the other is to increase the driving range of a single vehicle, but increasing the output and driving range will lead to an increase in investment and cost

"considering the current market acceptance, auto companies will be more cautious in investing in new energy vehicles. For example, Tengshi auto launched by Daimler and BYD has an investment of up to 3billion yuan, but it still hasn't recovered its investment." On the 18th, a senior executive of a multinational company said in an interview

increasing the driving range is one of the effective ways for vehicle enterprises to obtain new energy vehicle points. The above-mentioned person said: "it is difficult for the new energy vehicle industry to make profits at present. Traditional enterprises can only invest in the new energy vehicle industry on the basis of ensuring the maintenance of existing operations, but there are still many uncertainties in this investment. Large enterprises can support this transformation, but the pressure on small and medium-sized enterprises will be greater. At the same time, it does not rule out the possibility that vehicle enterprises falsely report driving range or excessively increase batteries to improve driving range."

Wang Binggang, leader of the national "863" energy saving and new energy vehicle major project supervision and consultation expert group, said: "with the gradual implementation of the points policy, some car companies should pay for the previous strategic decisions. At present, those traditional car companies that have no layout on pure electric or plug-in hybrid models will become the main buyers in the new energy vehicle points market in the future."

in addition to BAIC, BYD and a few other independent brands with early layout in the field of new energy vehicles will benefit from this policy, many car companies will still face greater pressure on points. At present, the annual sales volume of North South Volkswagen, SAIC GM and SAIC GM Wuling, which have always been in the forefront of sales, has reached or approached 2million units, and the annual sales volume of car enterprises such as Chang'an, Beijing Hyundai and Dongfeng Nissan has also exceeded 1million units. However, except that Chang'an automobile has made some achievements in the field of new energy vehicles, other enterprises have basically made no action. Under the future "double points" policy system, they will become a large number of new energy vehicle points buyers

feasibility index: ★★★☆

countermeasure 3: low end of marriage

for the "double points" policy, many insiders believe that the original intention of this policy is to promote energy conservation and emission reduction and the development of new energy vehicles, not to develop point trading. Cuidongshu, Secretary General of the national passenger car market information joint meeting, pointed out: "in the short term, the professional technical team of Jinan new period Testing Instrument Co., Ltd. may need to buy some points during the production of the experimental machine. In the long run, it is still a rapid layout of new energy vehicle products."

for car companies that have been focusing on the production and sales of traditional fuel vehicles but have not actively deployed in the field of new energy vehicles, in addition to purchasing points, in order to realize the rapid deployment of the field of new energy vehicles, some car companies choose the way of joint venture with low-speed electric vehicle enterprises

take great wall motors as an example. Because Great Wall Motors focuses on the SUV market with high fuel consumption and has no production of new energy vehicles as a support, it became the largest negative score car enterprise in China with a negative score of 270000 fuel consumption last year. At present, Great Wall Motors will suffer from the serious negative impact of the "double points" policy in the future

although Great Wall Motors achieved the goal of annual sales of one million vehicles in 2016 with the rapid growth of SUV market, it is still blank in the field of new energy vehicles. In recent years, Chang'an, Geely, GAC, SAIC and Chery have all accelerated the development of new energy vehicles, but Great Wall Motors is short of new energy vehicle products

according to the data, the cumulative sales volume of Great Wall Motors in 2016 reached 1074500, exceeding the set annual target, but the sales volume of new energy vehicles was zero. It is noteworthy that China will implement the latest emission standards and fuel consumption standards in 2020. The industry predicts that this will become the "life and death line" of some enterprises. The limit requirements of the "national six standards" have been significantly increased, and at the same time, vehicle enterprises have to deal with the target value of 5l/100 km fuel consumption. It is self-evident that the simultaneous implementation of the two standards poses challenges to enterprises, and Great Wall Motors, which focuses on SUV, is under greater pressure

in this regard, Great Wall Motors, which has always paid little attention to new energy vehicles, also announced for the first time that it would invest 30billion yuan to expand the lineup of new energy vehicles. In May 2017, Great Wall c30ev, the first new energy vehicle of Great Wall Motors, was launched, which was a long time coming

the industry generally believes that the joint venture between Great Wall Motors and Hebei Yujie will undoubtedly reduce the pressure on the fuel consumption limit of Great Wall Motors and quickly make up for the disadvantage of Great Wall Motors in the new energy vehicle sector

feasibility index: ★★☆☆

countermeasure 4: joint venture and group

under the pressure of the "double points" policy, foreign brands began to seek joint ventures with domestic new energy vehicle enterprises ranking high in order to "rush to meet the standards". Among them, the joint venture between Volkswagen and JAC is a typical case

if only from the perspective of new energy vehicle points, in 2018, 2019 and 2020, assuming that Volkswagen China as a whole, the output of fuel vehicles will be 4million, 4.5 million and 5million, according to the requirements of 8%, 10% and 12% of new energy vehicle points, the new energy vehicle points required by Volkswagen China in these three years will be 320000, 450000 and 600000 respectively

according to the planned driving range of pure electric vehicles of Volkswagen is about 300 kilometers (if using the JAC platform, it will also be 300 kilometers before 2020 according to the planning of the JAC platform), according to the new energy vehicle points standard, the query method refers to the method that the system allows users to submit queries, which is between 250km ≤ r 350km, calculated by 4 points for each vehicle, Volkswagen China will need to produce 80000 112500 and 150000 pure electric vehicles can meet the requirements

judging from the current level of production and sales of one or two hundred Volkswagen new energy vehicles a year (most of them are plug-in hybrid vehicles, and the points generated by each vehicle are only 2 points), the pressure to sell 80000-150000 pure electric vehicles or 160000-300000 plug-in hybrid vehicles from 2018 to 2020 is significant. Referring to the current production and sales scale of Volkswagen in China, it is absolutely impossible to achieve this goal in the near future

from 2018 to 2020, if the sales volume of JAC passenger cars reaches 470000 ~ 670000, it is roughly estimated that JAC will generate about 200000 ~ 500000 new energy points from 2018 to 2020, which is far higher than the 40000 ~ 80000 new energy vehicle points required by JAC. In this way, a surplus of 150000 ~ 400000 new energy vehicle points can be generated, which is enough to meet the gap of 180000 ~ 300000 new energy vehicle points of Volkswagen in those three years

by choosing to establish a joint venture with JAC, Volkswagen can obtain greater benefits in the field of new energy vehicles - precious new energy vehicle points. At the same time, in the joint venture agreement between the two sides, it is also emphasized that Volkswagen has the preemptive right to the new energy vehicle credits generated by the joint venture

similarly, Daimler Benz, the parent company of Mercedes Benz, signed an investment agreement related to new energy with BAIC, which includes taking shares in BAIC new energy and introducing new energy products to the joint venture, striving to reduce the impact on its traditional car sales after the implementation of the "double points" policy

feasibility refers to the invasion number of dust-proof soil covered with dust cover when not in use: ★★★★

countermeasure 5: OEM

the new energy vehicle market also belongs to the blue ocean market, which not only attracts major vehicle enterprises, but also attracts forces outside the automotive industry to cross-border enter. In recent years, many enterprises without car making experience, even entrepreneurial teams, have entered the automotive industry across the border, such as harmonious automobile, Ranger, smart car Youxing and other interconnected enterprises, with the goal of new energy vehicles without exception. It can be said that in the name of interconnected car manufacturing, this part of the new force of cross-border car manufacturing has become a force that can not be ignored in the new energy vehicle market

however, it is generally believed in the industry that the lack of traditional car manufacturing experience, capital guarantee and production qualification, as well as unclear profit mode, will hinder the realization of the dream of Internet car manufacturing enterprises. Among them, obtaining production qualification is the biggest problem

facing a series of problems, interconnected car manufacturing enterprises also have their own ways to deal with them. The characteristic of Internet companies is "fast". So far, LETV has held more than 20 press conferences, and the concept car has appeared several times; Harmonious Futeng has also entered the stage of accelerating the recruitment of talents; Weilai automobile and JAC automobile have reached a strategic cooperation

comparing the new actions of these interconnected enterprises, we can find the differences, especially in the choice of production mode. At present, there is no precedent for interconnected vehicle manufacturing enterprises to obtain vehicle production qualification, and some enterprises still choose to apply for qualification and build their own factories; However, some enterprises have begun to entrust traditional automobile enterprises with OEM. The cooperation between Weilai automobile and JAC automobile is a typical example

it is understood that the production line of Weilai automobile is specially built by JAC automobile, and all the production line managers will be stationed by Weilai automobile to carry out the whole process control and supervision, so as to ensure the product consistency of Weilai automobile. The cooperation between Weilai automobile and JAC automobile marks the birth of a new mode of cooperation between interconnected car manufacturing enterprises and traditional vehicle manufacturers. In this new cooperation mode, the interconnected vehicle manufacturing enterprises are engaged in design and marketing, and the traditional vehicle manufacturers are responsible for it

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