Rebirth 99 to become a car giant

While Daystar Technology Group was making final preparations for the rocket launch, Nanshan Automobile Group was not idle either.

Materials are the cornerstone of modern industry and technological development and can be used to manufacture various products such as aircraft, automobiles, and electronic equipment.

The development of materials directly affects the development of the entire society and economy.

Therefore, it is no exaggeration at all to say that materials science is called the king of disciplines.

But before the emergence of Nanshan Group, employment in domestic materials science-related majors was actually quite miserable, not to mention high wages.

But the situation is different now.

Whether it is Nanshan Special Steel, Nanshan Carbon Fiber, Nanshan Chemical, Nanshan Battery, or Nanshan Semiconductor, a large number of graduates majoring in materials science are recruited every year.

These efforts were naturally not in vain.

The successful mass production of gallium nitride is a very obvious achievement.

Nowadays, gallium nitride T/R components have begun to play an important role in the field of radar, and Honor Technology has also begun to use gallium nitride power components in mobile phone and computer chargers.

Naturally, Nanshan Auto Parts will not miss this opportunity.

"Mr. Cao, this is our latest developed fast charging pile for home use."

"It uses gallium nitride power components, and its performance is greatly improved compared to the two charging piles."

"This charging pile provides lower standby efficiency and less heat loss, providing a better choice for environmentally friendly home charging solutions."

"It supports 7KW charging power and is suitable for more than 90% of domestic new energy vehicles."

"Take our future car G9 as an example, it only takes 7 hours to fully charge."

Dai Hanbiao invited Cao Yang to the charging pile production factory of Nanshan Auto Parts today. Naturally, he had special products that he wanted to show off.

In the past two years, China's new energy vehicle industry has developed relatively rapidly. Future car sales this year can exceed 100,000 units. Other Yangcheng Aian and Changan Automobile's performance in new energy vehicles are also very impressive.

In this case, how to charge the electric vehicle is an unavoidable problem.

Although various car companies are promoting the construction of some fast charging piles to allow electric vehicle owners to charge more conveniently.

But overall, work in this area is still lagging behind.

Most consumers need to solve the charging problem at home.

If you charge at home, whether it is a fixed parking lot location or you pull out the cable yourself, it is AC slow charging.

It often takes an entire night to recharge.

This speed is a bit unsatisfactory.

Therefore, how to improve the speed of AC slow charging is something that many companies are considering.

The emergence of gallium nitride makes this possible.

“In addition to household AC fast charging piles, have you considered other super charging piles?”

For products that have been successfully developed, Cao Yang is not very concerned about them.

It knows that DC fast charging in public places will also become a trend in the future.

After all, not every family is convenient to pull the cable to charge.

If fast charging is more convenient in shopping malls, parking lots and other places near your home, then there will definitely be many more consumers willing to buy electric vehicles.

Some of the fast chargers in later generations can basically be used in half an hour.

This is completely different from the current situation.

"We are also in the process of research and development on DC fast speed, and it is expected that related products will be released next year."

"At the same time, we are also considering using gallium nitride power components on the OBC three-in-one to further improve performance."

Dai Hanbiao had obviously made preparations, so he was not nervous at all about Cao Yang's questions.

Charging piles are a new type of component that Nanshan Auto Parts focuses on, so it is naturally impossible for Dai Hanbiao to plan only one product.

Therefore, Nanshan Auto Parts is studying all the mainstream charging pile types that are in demand in the market.

After all, no one knows which one the market will ultimately accept.

Since the threshold for this aspect of work was not that high, Cao Yang left it to Dai Hanbiao and the others to do it themselves.

"Charging piles, OBC, DC-DC and PCU, all of which can be combined with advanced semiconductor materials such as gallium nitride, may produce very different results."

"In this regard, you can have a good exchange with Nanshan Semiconductor to see how to maximize the performance of these parts."

Cao Yang no longer pays much attention to the specific business of Nanshan auto parts.

But for some general things, he still hopes that Nanshan Auto Parts can develop in the right direction.

"Of course, we must also do a good job in the field of publicity."

"Intelligent, connected, and electrified, this will be a trend."

"Our L2 autonomous driving technology has been gradually popularized in various models, but it will take time for more other configurations to be implemented."

"In this process, it is also very important for consumers to form the impression that Nanshan Automobile Group has good technology and good intelligence."

Cao Yang has always attached great importance to publicity work.

Most consumers do not have the ability to think independently.

Their thoughts and willingness to buy cars are affected by various factors.

What kind of image you promote may be the impression you leave on consumers in the end.

Nanshan Automobile Group has an inherent advantage in this regard with the help of Autohome and Weibo.

As Nanshan Auto Parts officially released a new generation of gallium nitride household fast charging piles, related companies immediately realized the benefits of gallium nitride power components.

"Mr. Wang, home charging piles can use gallium nitride to increase charging speed and improve safety. I think this is very important to many consumers."

"After all, charging speed has become an important concern for many people when buying a car."

As the head of R\u0026D of BYD Auto, Liang Chuanqing immediately wanted to follow up on related technologies.

However, BYD Semiconductor does not have the production capacity of gallium nitride power components and needs to purchase them from Nanshan Semiconductor.

The price of gallium nitride power components sold by Nanshan Semiconductor is not cheap at all.

"I know about Nanshan Semiconductor's gallium nitride. It is said that the price for external sales is not cheap."

Some time ago, Nanshan Semiconductor held a special recommendation meeting for gallium nitride. It is naturally impossible for Wang Fu to know everything.

However, someone online complained about the high price of gallium nitride power components, so he did not take any action for the time being.

"Mobile phone companies such as Apple, Samsung and Xiaomi all want to purchase gallium nitride power components from Nanshan Semiconductor to produce fast chargers, but they are competitors of Honor Technology."

"The ones sold by Nanshan Semiconductor will definitely not be very cheap."

"But that's for mobile phone and computer chargers. One hundred yuan per power component is considered expensive."

"For a car charging pile worth several thousand yuan, this money is completely affordable."

"The company will focus its development on new energy vehicles in the future, so fast charging must be considered."

"Compared with increasing battery capacity, fast charging is obviously easier to achieve."

When Liang Chuanqing said this, Wang Fu had no objection.

"Since you think it's necessary, arrange for someone to do it as soon as possible."

"We will see if combined with IGBT, we can further exert different power."

BYD Semiconductor cannot produce gallium nitride power components by itself.

But IGBT is different.

As a promising semiconductor component for new energy vehicles, BYD Semiconductor has put almost all its major talents on this project, preparing to make it its own business card.

"IGBT exerts the greatest power on motors. I heard that Nanshan Auto Parts is researching a new generation of motors. By then our motor technology will have to keep up."

Facing Nanshan Automobile Group, Liang Chuanqing did not dare to think that BYD could surpass the opponent. As long as it could keep up with the pace, he felt good.

Wang Fu had no special opinion on this.

In China's automobile industry, when people benchmark and compare with competitors, they often subconsciously put Nanshan Automobile Group aside and do not compare.

Because we are not opponents at the same level at all, there is no point in competing.

There are so many that it’s hard to even write PPT.

…

As the largest new energy vehicle company in the United States, Tesla is naturally very concerned about the gallium nitride charging pile jointly released by Future Auto and Nanshan Auto Parts.

After all, Tesla has always promoted itself as a technology company.

If others use more advanced things but you don't, this obviously doesn't fit their positioning.

Even this is something that will affect the stock price.

"Max, how much better can the performance of our superchargers be improved if we use gallium nitride power components?"

In the middle of this year, Tesla began delivering Model S in the United States, and its stock price hit a new high.

According to Tesla's promotion, the Supercharger used with the Model S can fully charge the smallest model in one hour.

Model S is positioned as a mid-to-large luxury sedan and is Tesla's first truly mass-produced model. It was officially delivered in June 2012.

They have launched a total of three models, equipped with batteries of 40kWh, 60kWh, and 85kWh, priced from US$57,400 to US$87,400. They can accelerate to 100 kilometers in as fast as 4.4 seconds and have a cruising range of up to 483 kilometers.

Model S introduces a 17-inch central touch screen for the first time, integrating vehicle information inquiry, navigation, music and other functions. It is also equipped with 4GLTE wireless network so that car owners can enjoy system OTA over-the-air upgrade service for free.

It can be said that OTA upgrade is indeed the first of its kind in the world, even for future cars.

Because China still has no way to use 4G network.

However, the architecture of future cars is very different from traditional ones. It is not that difficult to launch OTA upgrade functions.

Tesla naturally knows these things as well.

So after seeing the fast charging piles for future cars, they also want their own gallium nitride super charging piles.

"If it is designed according to the high-current DC super charging pile scheme, then the 40kwh power can be fully charged in just half an hour."

"If it is made into an AC home charging pile like future cars, then the performance is estimated to not be much different from that of its counterpart."

As the R\u0026D director of Tesla, Max is naturally very concerned about the development of the fast charging pile industry.

Tesla's battery is made in cooperation with Panasonic, and most of the time it doesn't require Max to spend too much energy.

After all, Panasonic's lithium batteries are one of the best choices in this era.

But parts such as charging piles and motors are what Max is more concerned about.

These two parts are produced in Tesla's own internal factories and are not purchased directly from suppliers.

In this regard, Tesla is much better than many car companies.

"Since performance can be improved, we should make use of gallium nitride power components as soon as possible."

"You can contact TI and ON Semiconductor to help them produce gallium nitride power components as soon as possible."

"If it doesn't work, then order it from Nanshan Semiconductor. Anyway, we must have our own super charging pile."

As the first high-end electric vehicle in the United States, the Model S has been well received since its launch.

At the end of 2012, Model S reservations increased from 520 units at launch to 15,000 units.

In this case, Musk doesn’t want the Model S to have any lagging attributes.

After all, the Model S directly competes with established luxury car brands such as the Mercedes-Benz S Series and BMW 7 Series.

The key is that American consumers still recognize this kind of benchmarking.

With the delivery of the Model S, Tesla's revenue has doubled and it is expected to become profitable starting next quarter.

This will inevitably lead to further increases in stock prices.

Therefore, Musko hopes that fast charging piles can be launched as soon as possible.

If there are any advanced components, just get them as soon as possible.

Anyway, they are now positioned as luxury cars, and the cost is a few hundred dollars more, which is nothing at all.

"I'm going to make arrangements now. I heard that Nanshan Semiconductor has no restrictions on the sales of gallium nitride power components. You can buy parts as long as you follow the price specified by them."

When Max said this, Masco breathed a sigh of relief.

With the launch of Model S, Tesla's preparation for its next new model is also accelerating.

Masco began to have the idea of ​​​​entering the Chinese market.

After all, China is the largest market, whether in terms of sales in the entire automobile market or in terms of sales of new energy vehicles.

If Tesla wants to become the world's leading new energy company, it must not miss the Chinese market.

Musk is very sure of this.

"After Christmas, you come with me to China. I'm considering starting to sell our Model S in China."

Masko quickly made a decision in his mind.

In the future, cars have begun to go overseas, and Tesla will also begin to enter overseas markets.

Otherwise, when the time comes, you will fall behind step by step.

"Are we going to build a factory in China?"

Max's first reaction was that entering the Chinese market meant building a factory there.

Mercedes-Benz, BMW, General Motors, Ford and other car companies have done this.

"I heard that the policy there stipulates that car companies must form joint ventures, and foreign shares cannot exceed 50%."

Seeing that Masco didn't answer his question immediately, Max added another sentence.

"As long as Tesla is successful enough, I believe this regulation will change."

"And the era of new energy vehicles is very different from traditional gasoline vehicles."

"We will first set up a sales store in China to sell MODEL S, and we will talk about building the factory later. Our current production capacity and sales volume are not enough to support the construction of a new factory in China."

Although Musko is a madman, it does not mean that he is not smart.

On the contrary, they are very smart.

If the conditions are not met, we will definitely not go directly to China to build a factory.

…

Half of Nanshan Automobile Parts business is contributed by Nanshan Automobile Group, and the other half is contributed by other automobile companies.

When it launched home fast charging piles, not all car companies thought about developing a similar product of their own.

Yangcheng Aian, who has been happily cooperating with Nanshan Automobile Group, wants to buy similar charging piles directly.

They even hope to take this opportunity to work with Nanshan Auto Parts to make this charging pile a standard part of Huaxia home charging piles.

Yangcheng Aian, as a mid-range new energy car company, has not thought about having any products that are better than other car companies in terms of charging piles.

What they hope more is to make it more convenient for consumers to charge electric vehicles.

Because so far, except for Changan Automobile's Changan MINI, which has surpassed them in sales, other car companies' electric vehicle ownership cannot match that of Yangcheng Aian.

Even the sales volume of future cars cannot compare with that of Yangcheng Aian.

"Mr. Cao, we at Yangcheng Aian support the charging pile standards for electric vehicles throughout China to be set according to the charging piles produced by Nanshan Auto Parts."

"But we also hope that the charging piles sold to us by Nanshan Auto Parts can be cheaper. After all, charging piles are given to consumers when they buy a car."

"If the cost is too high, it will be difficult for Yangcheng Aian, who is currently in the red, to bear it."

Zhang Jiaqi went to Cao Yang personally to discuss the charging pile.

Although this is just a part in the new energy vehicle industry chain, its impact is huge.

Now it is a household charging pile. If Nanshan Auto Parts develops more competitive DC fast charging piles in the future, it will be of greater significance to unify industry standards.

Reducing the charging threshold for consumers is definitely beneficial to Yangcheng Aian.

After all, they have already reaped the first wave of dividends from new energy vehicles.

"The unification of charging pile standards has been proposed at several automobile industry associations in the past, but in the end it has never been implemented."

"Each car company has its own Xiao Jiujiu and wants to set its own standards as industry standards."

"Mr. Zhang, your choice is definitely in line with the development trend of the industry."

"Nanshan Auto Parts has always been committed to providing customers with high-quality and affordable products."

"Our cooperation with Yangcheng Aian has always been very smooth. I think the final result will definitely satisfy you."

Someone took the initiative to help promote the establishment of industry standards for charging piles, and used the charging piles of Nanshan Auto Parts as the standard. Naturally, Cao Yang would not object.

If Nanshan Automobile Group takes the lead in some matters, other car companies may feel that Nanshan Automobile Group is too strong and looks too ugly.

But if influential companies in other industries step forward, the situation will be different.

However, after Cao Yang communicated with Zhang Jiaqi about this matter, he felt that to ultimately achieve this goal, more car companies need to participate.

As the sales champion of electric vehicles, Changan Automobile’s attitude is naturally very important.

"Mr. Yi, last month our sales of Changan MINI exceeded 20,000 units, setting a new historical record."

Action is worse than excitement.

Since the standards for charging piles need to be unified, action must be taken as soon as possible.

Cao Yang directly called Yi Jia, the general manager of Changan Automobile.

Of course, it would be hard for the big guys to call and directly ask Changan Automobile to support Nanshan Auto Parts in making its own charging pile standard an industry standard.

So it’s inevitable to have some pleasantries first.

"It's all thanks to your proposal, Mr. Cao, otherwise there would be no Changan MINI."

"Our Changan Automobile has always been relatively competitive in mini-cars. Now that we have returned to the field of small cars, it is in line with our own positioning."

Yi Jia is naturally very satisfied with the performance of Changan MINI.

Although this car does not make money, combined with various subsidies, it basically does not lose money.

But it can make Changan Automobile's sales skyrocket.

As a state-owned enterprise, this is of greater significance to a certain extent.

At least Yi Jia takes it very seriously.

"Chang'an MINI's main sales are in third- and fourth-tier cities, right?"

"Yes, many consumers in small counties are willing to buy it and use it as a means of transportation to and from get off work."

"For people in small counties, many people can charge their electric vehicles at home, so a good charging pile is more necessary for them."

Cao Yang must slowly guide the topic to what he wants to say.

Yi Jia was not stupid, and he quickly understood what Cao Yang meant.

"Yes, I see that Nanshan Auto Parts has released a new generation of home fast chargers that directly use gallium nitride power components. It not only charges faster, consumes less power, but is also safer."

Obviously, Yijia must have also paid attention to the official WeChat account of Nanshan Auto Parts.

"Yes, Mr. Zhang from Aian in Yangcheng suggested to me today to promote the standard of this charger as an industry standard for home charging piles. I think this idea is not bad and it is worth trying."

At this point, Yi Jia naturally understood the purpose of Cao Yang's call to him today.

Previously, Changan Automobile's charging piles were originally purchased from Nanshan Auto Parts, and there is no intention to change immediately in the future.

So Yijia just weighed the pros and cons and decisively chose to support Nanshan Auto Parts.

"Mr. Cao, the annual industry association will be held soon. We at Changan Automobile will definitely support you then."

"However, Spring City Automobile Group, Modu Automobile Group and Xifeng Automobile Group are all vice-chairman units. We need to find more people to support us before we can pass this proposal."

Yi Jia's choice made Cao Yang feel a little relieved.

Although this result is as expected, there will be changes before confirmation.

The next step is to continue communicating with Zhu Zhengfeng and others from Spring City Motors.

Of course, if anyone is really ignorant, Cao Yang wouldn't mind using his influence.

Each of these enterprises is one of a kind, either a central enterprise or a state-owned enterprise, and everyone must obey orders when doing things.

Otherwise, you will have to consider moving the position below your butt tomorrow.