Rebirth 99 to become a car giant

The automobile industry conference attended by ministries and commissions, the China Automobile Association and the CEOs of various OEMs is still very influential.

Especially the definition of new energy vehicles was quickly adopted officially.

There are even rumors that a new incentive policy for new energy vehicles will be launched in 2010. This policy will be closely related to the definition of new energy vehicles.

At the same time, Didu also officially announced that it would start a lottery to buy cars. This rhythm is almost a year earlier than the same period in history.

However, new energy vehicles are not affected by the lottery, and you can buy as many as you want.

As a result, various car companies immediately responded.

"Mr. Cao, all our models will be able to launch PHEV versions early next year to fully meet the needs of the development of new energy vehicles."

"At the same time, the first model of our future car will be officially launched for sale within this year."

"By then, the domestic new energy vehicle market should have undergone a big change."

Rao Yongxiang also participated in industry conferences with Cao Yang and has a relatively good understanding of the relevant situations.

Nanshan Group's layout in electric vehicles is relatively comprehensive, and Rao Yongxiang is not worried at all about the negative impact that changes in new energy vehicle policies will have on the company.

Even because of the introduction of new energy vehicle policies, Nanshan Group can become a beneficiary.

"I hear what Wang Fu means. He wants to further push the country to introduce relevant points policies and promote the reduction of average fuel consumption of cars."

“On the one hand, policies stipulate how much the average fuel consumption of each car manufacturer needs to be for a certain model in the future, and on the other hand, the development of new energy vehicles is promoted through different points for different models.”

"For example, the production of an electric vehicle will give 6 points, the production of a PHEV vehicle will give 3 points, and the production of a fuel vehicle will give -2 points."

"Although this plan is not expected to be released immediately in the short term, the calculation method may be more complicated."

"But in the long run, the plan proposed by Wang Fu is likely to be adopted."

"Then the policy will force car companies to make new energy vehicles, otherwise they will have to buy points from other car companies."

"Maybe for electric vehicle companies, this is also a profit plan within a certain period of time."

Cao Yang naturally knows the development path of Huaxia's new energy vehicles.

Combining some of the information he now knows, he can make some bolder judgments.

As time goes by, these judgments will gradually be implemented.

"If the policy is really that strict, then the development of electric vehicles is likely to be faster than everyone thinks."

"However, it would be unfair to treat all electric vehicles equally."

"For example, an electric vehicle with a range of more than 100 kilometers and an electric vehicle with a range of more than 500 kilometers both have one point, which is definitely inappropriate."

"If the ministries and commissions want to convene everyone to discuss it, I think the group can discuss it in advance and come up with a more mature plan at that time."

Rao Yongxiang feels that Nanshan Group can play a greater role in the Electric Vehicle Association.

You can even choose the optimal solution formulated by some standards based on your own vehicle model development path.

For example, if the future car is to be a micro electric car, then the policy will definitely not be suitable to limit the cruising range.

On the contrary, if all cars in the future are electric vehicles with long cruising range, then the relationship between cruising range and points changes must be fully reflected.

In short, as a party that sets standards, it must develop in a direction that is beneficial to the company.

Otherwise, how could it be said that first-class companies set standards?

"No problem, you can arrange for someone to study it carefully, and you can even communicate with BYD."

“Once the time is right, relevant plans will be put forward.”

Naturally, Cao Yang had no reason to object to Rao Yongxiang's proposal.

There is no harm in doing everything in advance to avoid being in a hurry later.

Unlike Nanshan Group, after some car companies felt the development and changes of China's new energy vehicles, they thought of setting up a separate electric vehicle company.

"Mr. Zhang, Nanshan Group established Future Automobile last year to specialize in the production of electric vehicles."

"Now our Yangcheng Trumpchi also has a classic electric vehicle product like the Trumpchi S."

"I think we can separate this car from Yangcheng Trumpchi and set up a separate electric car company to develop electric cars."

"In the future, this electric vehicle company can even be listed separately."

Zeng Guangda also participated in the automobile industry conference and felt a lot.

Combining the information he learned, he boldly proposed a change plan.

“Establishing a separate electric vehicle company?”

Zhang Jiaqi was stunned for a moment, feeling a little strange about Zeng Guangda's proposal.

"We now have our own brand car companies. Wouldn't it be enough to produce electric vehicles normally within the Yangcheng Trumpchi system?"

"The current Trumpchi S is also selling very well, and it is even the best-selling electric car in China."

Obviously, Zhang Jiaqi felt there was no need to bother.

Now that we already have a team of people, why bother with so many things?

However, Zeng Guangda had obviously given sufficient consideration when discussing this topic with Zhang Jiaqi.

So after listening to Zhang Jiaqi's words, he immediately explained: "Mr. Zhang, there is no problem in putting electric vehicles on Yangcheng Trumpchi for production and development in the short term, but in the long run, I think it will be better to go it alone. It is more conducive to its development.”

"This is mainly considered from several aspects."

Zeng Guangda was carefully considering his words while explaining.

"First, the parts system of electric vehicles is quite different from that of traditional fuel vehicles. Electrical and electronic products account for more than 70% of the cost of a vehicle."

"These parts, especially batteries and motors, often face very different conditions than engines and gearboxes."

“We need to introduce some warranty policies and parts repair strategies based on the specific requirements of electric vehicles.”

"Even the sales channels and sales plans of electric vehicles are very different from traditional fuel vehicles."

"Second, judging from the current situation, electric vehicle subsidies in the future will definitely not be the same as they are now. The national, provincial and municipal governments combined have reached a scale of 150,000."

"By next year, it may be reduced a lot. After all, if the quantity increases, the subsidy amount will be a bit large."

"Once the amount of subsidies drops, the selling price of our electric vehicles will need to increase to avoid large-scale losses."

"But once the selling price increases, it will inevitably lead to a sharp drop in sales and consumers will no longer buy."

"In this case, there is a high probability that electric vehicles will be sold at a loss, which will have a huge impact on a company."

"If we continue to put the electric vehicle business in Yangcheng Trumpchi, then Yangcheng Trumpchi will become a loss-making enterprise."

"As a state-owned enterprise, if it loses money for three consecutive years, the situation will become very complicated. We definitely don't want to see such a situation."

"But if it is spun off separately, since electric vehicles are now a popular product, I think we can refer to the practices of Internet companies and find some institutions to raise financing."

"It is equivalent to using financing to support the loss-making development of electric vehicle companies, seize the market, and increase share."

"In a few years, if we go public in the United States or Hong Kong, the market value of electric vehicle companies may be higher than that of Yangcheng Automobile Group."

"The last point is to develop electric vehicles. It definitely requires more innovative spirit and more special measures to operate them."

"If it were still placed at Yangcheng Trumpchi, the original system would have restricted the development of electric vehicles, and ultimately we would have missed our current number one position."

After Zeng Guangda explained this, Zhang Jiaqi's attitude quickly changed.

After all, what Zeng Guangda said is reasonable and well-founded.

The most important thing is that the Nanshan Group next to it has a living case. Although it has Xingchen Motors and Jaguar Land Rover, it still established a separate electric vehicle company.

Zhang Jiaqi didn't quite understand this approach before, but now after listening to Zeng Guangda's words, he can understand it.

"If an electric vehicle company is established separately, does R\u0026D need to be independent?"

Now that this topic has been formally discussed, action must be taken as soon as possible.

Procrastination is not Zhang Jiaqi's style of doing things.

“In the end, if we want to promote the financing and listing of electric vehicle companies, we must also divest R\u0026D.”

"But the overall strength of our current research institute needs to be further improved. It may not be a good thing to split it up immediately."

"After all, in addition to the three electric products, there are also a large number of parts that are shared by electric vehicles and traditional fuel vehicles."

When Zeng Guangda said this, Zhang Jiaqi couldn't help but nodded.

That’s the truth!

"This news should be good for our stock price. I think we can make an announcement as soon as possible to explain that we will spin off Trumpchi S and establish a separate electric vehicle company."

As the general manager of a listed company, Zhang Jiaqi definitely needs to consider the stock price issue.

As long as it is good for the stock price to rise, he is very active.

With this announcement from Yangcheng Automobile Group, some other friends were immediately anxious.

"Lao Ma, we have studied electric buses with Teito Institute of Technology before, and we can definitely transfer that set of things to passenger cars."

"Now that Yangcheng Automobile Group has established a special electric vehicle company, we, the Imperial Automobile Group, cannot lag behind."

"Starting today, Didu New Energy Vehicle Co., Ltd. has officially started preparations, and will mobilize a group of elite soldiers from Didu Benz, Didu Hyundai and the Automotive Research Institute as soon as possible to start developing our own new energy vehicles."

As the chairman of Didu Auto Group, Xu He naturally hopes that Didu Auto can become the largest automobile company in China.

Unlike now, not only are they being overtaken by Spring City Motors and Zeifeng Motors, but also Modu Automobile can't compare, and even Yangcheng Motors and Changan Automobile have surpassed them.

Xu He definitely couldn't accept this situation.

Some time ago, Didu Automobile acquired several model platforms and technologies of Saab, which can be regarded as a plan by Xu He to enhance the strength and competitiveness of Didu Automobile's own brand.

Nowadays, China seems to be interested in further supporting the development of new energy vehicles in terms of policies. Xu He, who is relatively sensitive, can naturally feel this change.

Therefore, the establishment of Didu New Energy Vehicle Co., Ltd. is officially on the agenda.

Ma Guojian can naturally understand this.

"The current subsidy policy for electric vehicles is quite good, otherwise Yangcheng Trumpchi's Trumpchi S would not be selling so well."

"Some time ago, people from Didu Hyundai complained to me, saying that Trumpchi S products have begun to appear in the taxi market in Didu."

"Even some consumers in the imperial capital have purchased Trumpchi S for transportation. The model is very popular."

"But if we want to produce electric vehicles, we need to consider in advance where to purchase Sanden products."

"Especially the battery pack. This is the core product and also the most difficult product."

"If you're not careful, there's a risk of a fire."

Ma Guojian would naturally not object to Xu He's proposal.

Establishing Imperial New Energy is not a bad thing for him.

Who doesn’t have a few direct subordinates?

If there are no more new companies coming out, there will be no room to arrange some related accounts.

Of course, support is support, and difficulties must be faced squarely.

Otherwise, it would be quite embarrassing if the performance of Didu New Energy is significantly different from that of other car companies.

"Yangcheng Trumpchi can buy battery packs from Nanshan Battery, and so can we."

"As for other parts, especially motors, they are not that difficult. We can try to produce them in our own group."

"Or one of the models is purchased from Nanshan Auto Parts, and then the other models are produced by ourselves."

"If it really doesn't work, we can find universities to work together on research and development, and we can always solve it."

Xu He is not worried about the supply of parts.

Since China can produce various electric buses and some electric cars, it naturally has a corresponding supply chain.

At worst, Didu New Energy will use the same suppliers as other car companies.

"That's true. Electric vehicles are now a hot topic. I think more industrial capital will soon enter, and more parts companies will start to target the three electrical products of electric vehicles."

“As long as you get through the first few years, your options will be plentiful.”

During the discussions between Ma Guojian and Xu He, preparations for Imperial New Energy have officially begun.

And this news quickly spread within the industry.

After all, it is certainly not easy to keep some information completely confidential.

"Mr. Cao, do you think the era of new energy vehicles is really coming so soon?"

Today's supplier conference of Changan Automobile is held in Zhucheng, next to Yangcheng. Yi Jia, who did not find a chance to chat with Cao Yang at the last automobile industry conference, is planning to make a detour to Yangcheng to visit Cao Yang on her return trip.

No way, there has been too much news in China's automobile industry in the past month.

Yi Jia also wanted to find an opportunity to have a good chat with Cao Yang and exchange views on various aspects.

Especially regarding the layout of the new energy vehicle industry, he has many uncertainties.

Unlike other car companies, Changan Automobile's passenger car business is deeply tied to Nanshan Group.

The engine, gearbox and other major parts were all purchased from Nanshan Group.

It can be said that half of Changan Automobile's passenger car business belongs to Nanshan Group.

In this case, the relationship between the two parties is also very close.

At the same time, as the former king of mini cars, Changan Automobile does not want to lose its position in mini cars.

Therefore, last year, shareholders joined forces to reorganize AVIC and successfully regained its position as the king of mini-cars.

However, this position is also in danger due to the impact of GM-Wuling.

"It may be difficult to give an accurate answer to this question, but the development speed of new energy vehicles will definitely be very fast in the future. This is certain."

"Today's battery and motor technologies have slowly matured, and the conditions for the development of electric vehicles have slowly matured."

"And as China becomes the world's largest automobile market, fuel vehicles also consume huge amounts of oil. Our country spends a large amount of foreign exchange to purchase crude oil every year."

"So promoting the development of the new energy industry is also in line with the general policy."

"I heard that Yangcheng Motors and Didu Motors are planning to set up special electric vehicle companies, and Xifeng Motors should be ready to do the same."

"I think Changan Automobile can also consider its future electric vehicle layout."

Cao Yang naturally hopes that independent brands will invest more energy in electric vehicle technology.

In this way, Nanshan Group can better leverage its advantages and make Nanshan Battery, Nanshan Auto Parts and other enterprises leading companies in the industry.

The future "King Ning" will become "King Nan".

"Mr. Cao, to be honest, Changan Automobile does not have any advantages in developing electric vehicles. Our technology accumulation in this area is relatively small, and it can even be said that there is basically no accumulation."

“So whether it’s electric taxis or electric buses, our previous actions were relatively slow.”

"In these fields, it is obviously difficult to do better than other competitors."

"So I'm wondering if it's possible to combine Changan Automobile's own advantages to develop electric vehicles?"

When Yi Jia said this, Cao Yang did not give an answer immediately.

This question is worth thinking about carefully.

Changan Automobile is the king of mini-cars. Nanshan Group itself has no plans to produce mini-cars, nor does it plan to produce A00-level passenger cars.

But this market is actually worth looking forward to.

For example, if a van like Wuling Zhiguang is also electrified, there will be a market for it.

Many transportation drivers should be very interested.

Even the black car market is broader than the Trumpchi S.

Changan Automobile has no technology related to electric vehicles. Judging from Yijia's current attitude, Sanden products will definitely be purchased from Nanshan Group.

In this way, it is a valuable thing to support Changan Automobile to electrify mini-cars and develop A00-level passenger cars.

Even from the perspective of impact on sales, it will be easier to increase sales by developing these models together with Changan Automobile.

For example, if you build a small electric car that costs RMB 30,000 to 40,000, will it be very popular in small counties?

Whether it is Wuling or Changan, they all have similar products, and the results are very good.

Thinking of this, Cao Yang had the answer in his mind.

"As Mr. Yi said, in terms of ordinary passenger cars, it will be more difficult for Changan Automobile to surpass other car companies."

"The biggest advantage of Changan Automobile is micro-cars. In terms of electrified products, I think we can also start with micro-cars."

"Until now, Changan Automobile's main rival GM-Wuling has no electric vehicles. We can be the first to launch mini-cars using lithium iron phosphate batteries. If the price is low enough, it will definitely attract a group of consumers who are engaged in transportation and small business. By."

"In addition, in terms of passenger cars, we can produce small cars that cost tens of thousands of yuan each, or even small cars with only two seats."

"As long as the price is low enough, it can still attract the favor of many consumers."

What Cao Yang said are experiences that have been successfully proven by other car companies in later generations.

So it sounds natural and confident.

One of the benefits of face-to-face communication is that during the communication process, you can feel some information from the other party's demeanor and tone that you cannot feel on the phone.

Obviously, Yi Jia has felt Cao Yang's confidence.

Nanshan Group is not involved in the mini-car business. Mini-cars worth tens of thousands of dollars are not comparable to any company in Nanshan Group in terms of positioning.

Therefore, the other party supports Changan Automobile to develop these products, and Yijia has no worries or worries.

If Mr. Zhu from Spring City Automobile Group or someone from Xifeng Automobile said this to him, then he would have a question mark.

After all, whether everyone has a competitive relationship, the credibility of what they say will be different.

"Mr. Cao, I heard that the ministries and commissions are formulating a new subsidy policy for new energy vehicles. Will mini-cars and small cars have the opportunity to enjoy subsidies by then?"

Yi Jia knew the subsidy standards here in Yangcheng and set a standard of 400 kilometers of battery life.

If this standard is followed, then a small car worth tens of thousands of yuan will definitely not meet the standard.

Without subsidies, it would be very difficult to sell an electric vehicle for tens of thousands of yuan.

"The situation is definitely different for different levels of subsidies, and some benefits may not be available."

"But there is a complete set of subsidy policies for new energy vehicles, and there are always some that can be enjoyed."

"For example, purchase tax discounts, I think there will definitely be no problem."

“Even in terms of license plates, there should be some benefits that you can enjoy.”

"As for the specific subsidy amount, if you from the country can't get it, you from Shuangqing City must be confident that you can get it, right?"

When Cao Yang said this, Yi Jia understood immediately.

Policies are all made by people.

Shuangqing City is the base camp of Changan Automobile, and the opinions of Changan Automobile must be listened to before the introduction of preferential policies.

It is even a policy formulated to support Changan Automobile.

What is there to worry about in this situation?