Rebirth 99 to become a car giant

Tesla officially enters China.

Although there have been many reports on this matter in the media, most independent brand car companies do not pay special attention to it.

In their view, an electric car that costs RMB 7,800,000, or even millions, is not a competitor at all.

Therefore, there are actually not many car companies attacking Tesla on the Internet.

That is to say, Mercedes-Benz and BMW are more active, and Autohome has cooperated intentionally or unintentionally.

However, another major event that followed immediately attracted the attention of the Chinese automobile industry.

Nanshan Automobile Group has come forward to join Changan Automobile, Spring City Automobile, Xifeng Automobile, Didu Automobile, Yangcheng Automobile, BYD and other companies to prepare to make some big moves in the online car-hailing market.

"Electric vehicles have developed rapidly in China in recent years, especially the rapid popularization of electric buses and electric taxis, which have made considerable contributions to energy conservation and emission reduction."

"Compared with household vehicles, the amount of exhaust gas emitted by operating vehicles is much higher than the industry average. If all operating vehicles can be converted into electric vehicles, it will definitely comply with the policies of relevant departments."

Cao Yang personally attended this meeting and rarely stood up to make an opening speech.

"Currently, taxis everywhere are promoting the replacement of new energy vehicles in an orderly manner, and it is expected that there will be no problems in the general direction."

“But since last year, with the rapid popularity of smartphones, many apps have appeared in China, among which the popularity of taxi-hailing apps is rising rapidly.”

"In August 2012, Kuaidi Taxi was launched in Lin'an. This month, Kuaidi received US$10 million in Series A financing from Alibaba and Matrix Partners."

"At the same time, Didi Chuxing, which was also established last year, received US$3 million in Series A financing from Jinshajiang Venture Capital in December last year."

"Also this month, Didi Chuxing completed Series B financing, with Penguin Group investing US$15 million."

“In addition, the American taxi-hailing software giant Uber held an official press conference in Shanghai last month, announcing its official entry into the Chinese market, confirming its Chinese name ‘Uber’ and cooperating with Alipay.”

"It can be said that the taxi-hailing industry is already in an explosive period, and a large number of users will soon start using this kind of APP to hail taxis."

"This also means that the operating vehicles in the future will have an additional vehicle registered on the taxi app, which is what everyone calls online taxis."

At the beginning, everyone didn't pay much attention. They felt that Cao Yang was just talking in official dialect like other leaders.

But as they talked, everyone found that the situation seemed to have changed.

Most car companies did not pay attention to online car-hailing in the past and felt that it had nothing to do with them.

But now listening to Cao Yang's words, it seems that this is not what he meant.

Is it possible that this industry will have a huge impact on the automotive industry?

It doesn’t seem right either.

Everyone who was confused about the situation stood up one after another, wanting to see what kind of medicine Cao Yang was selling in his gourd.

"According to this development trend, within a few years, the number of online ride-hailing vehicles will reach several million, or even exceed 10 million."

"With so many online ride-hailing vehicles walking on the road all day long, they emit much more harmful gases than any private car."

"So whether it is from the perspective of energy conservation and emission reduction, or from the perspective of better income generation for online ride-hailing drivers, I think it is necessary to form an industry rule that requires online ride-hailing vehicles to use new energy vehicles."

At this point, Cao Yang finally revealed his purpose.

Online ride-hailing must use new energy vehicles, which is definitely a huge stimulus to the development of new energy vehicles.

Especially in the past two years, various online ride-hailing platforms have begun to burn money. An online ride-hailing platform can easily earn tens of thousands of yuan, or even 20,000 to 30,000 yuan.

If you use an electric vehicle, you can save an additional tens of thousands of yuan in gas expenses, or even more.

This advantage is absolutely fatal for online ride-hailing drivers.

Similarly, the demand for millions of online ride-hailing vehicles is absolutely of great significance to the development of new energy vehicles in China.

This is more effective than a bunch of subsidies arranged by relevant departments.

"Mr. Cao, our Yangcheng Automobile Group fully supports this proposal. The exhaust gas emitted by an online ride-hailing car is equivalent to more than a dozen private cars. All pure electric vehicles should be used."

Zhang Jiaqi of Yangcheng Automobile Group was the first to speak.

So far, the Aian S produced by Yangcheng Aian is the most used new energy vehicle among all black cars.

After the online ride-hailing craze began last year, some black car drivers began to switch careers to engage in online ride-hailing.

Yangcheng Aian has already reaped part of the dividends.

At this time, they are definitely the most supportive of the full use of new energy vehicles in online ride-hailing services.

Even if Cao Yang's proposal cannot be implemented nationwide, they must push forward this request in Lingnan Province.

"I also think Mr. Cao's proposal is very reasonable. While online ride-hailing is in the early stages of its outbreak, any regulations will be easier to implement."

"Otherwise, it would be very difficult to wait until many traditional fuel vehicles have become online ride-hailing vehicles and then force them to change vehicles."

Zhu Zhengfeng, on behalf of Spring City Automobile Group, also stood up clearly to support Cao Yang.

Nanshan Hongqi is also developing electric vehicles. By then, it can fully adopt the path of high-end online ride-hailing to increase sales.

After all, judging from the current development of online ride-hailing, the grades of online ride-hailing will definitely be differentiated to a certain extent.

Therefore, even if Nanshan Hongqi's vehicles have nothing to do with the taxi market now, it does not mean that they will not get a share of the online ride-hailing market in the future.

"We at the Imperial Automobile Group also fully support the implementation of this proposal, and we are ready to implement this proposal within the Imperial Capital after we go back tomorrow."

Xu He, chairman of Didu Automobile Group, also came to Yangcheng in person to attend the meeting today.

Among various domestic automobile groups, Didu Automobile New Energy is doing quite well.

Especially in the black car market, several models of Didu Automobile New Energy and Yangcheng Aian's models are the most common faces.

If the regulations on the mandatory use of new energy vehicles for online ride-hailing can be implemented, then Didu Automobile New Energy will definitely gain considerable benefits.

"We at Changan Automobile naturally fully support Mr. Cao's proposal, and I will personally communicate with the ministries and commissions at that time to try to implement this proposal as soon as possible."

Changan Automobile has a particularly close relationship with Nanshan Automobile Group, and their Changan MINI is the best-selling electric car in China.

In this case, Yin Chuan had no reason to oppose Cao Yang's proposal.

"There is no reason not to implement this kind of thing that benefits the country and the people."

"Of course, the biggest obstacle may come from online ride-hailing companies such as Didi Chuxing and Kuaidi Dache."

"I think everyone can write a joint letter to the relevant departments when the time comes, so that relevant proposals can be implemented as quickly as possible."

Several big names have expressed their opinions, and BYD's Wang Fu is not far behind.

Soon, other car company CEOs also expressed their opinions.

Without exception, everyone supports this plan.

Even if the electric vehicles of some car companies are not so competitive now, everyone can see the benefits of this rule for the future development of electric vehicles.

No one wants to try to take advantage of the trend of this kind of thing.

"Since everyone thinks there is no problem, then I will arrange for people to implement the following matters."

Although Cao Yang knew that this proposal would most likely be supported by everyone, he was still a little surprised that it could be recognized by everyone so smoothly.

The meeting that was supposed to last all morning felt like it was over in ten minutes.

Of course, when so many big guys get together, they must have a good discussion.

"Mr. Cao, Tesla, the largest electric vehicle company in the United States, opened a store in Shanghai a few days ago. It is rumored that they may come to China to build a factory in the future."

"There are various barriers for our electric vehicles to enter the American market, but it is very simple for American electric vehicles to enter."

"Can we consider formulating some industry rules to raise the threshold for international automobile companies to enter the Chinese market?"

Although BYD's electric vehicles are positioned differently from Tesla, Wang Fu definitely doesn't want to see another powerful American player in the electric vehicle industry.

Especially after Wang Fu learned more about Tesla's situation, he felt that it still posed a considerable threat.

Although the cars being launched now are all high-end cars, Musk has already said in the United States that Tesla will launch some affordable models and that he will make Tesla the largest car company in the world.

Under such circumstances, it is almost inevitable that Tesla and BYD will compete in the future.

This is definitely not the scene Wang Fu wants to see.

"What Mr. Wang said makes sense. Now our Chinese car companies want to enter the American and European markets, but they are facing various tangible and invisible obstacles."

"But when overseas car companies enter the Chinese market, apart from the 50% shareholding limit for setting up factories, there are almost no other restrictions."

"We open the market to them, but the other side uses all kinds of tricks to prevent us from entering their market."

"It's very unfair."

Li Su from Geely Automobile stood up and expressed his dissatisfaction.

In recent years, Geely has always wanted to take the national route.

However, except for a few markets such as Polar Bear and South America, Geely Automobile's overseas performance has not met Li Su's expectations.

Taking this opportunity, he felt it was necessary to discuss this topic with everyone.

"Those who should have come in and those who shouldn't have come in have basically come in now."

"It doesn't seem to make much sense anymore to consider how to restrict other car brands from entering China."

Zhu Zhengfeng did not choose to follow the crowd this time, but expressed his different opinions.

Of course, this topic was not raised by Cao Yang, so it is normal for some people to object.

"Indeed, it doesn't make much sense to talk about restrictions now."

Yin Chuan also stood up and expressed similar thoughts to Zhu Zhengfeng.

Changan Automobile now has Changan Ford, Changan Suzuki and other joint venture car companies. They are definitely not suitable to stand up and oppose foreign car companies entering China.

Several other car companies have also put forward similar views.

"When formulating the new energy vehicle subsidy policy, can we consider that only new energy vehicles produced in China can enjoy subsidies, and imported ones cannot?"

Seeing that the restriction plan he proposed was probably going to fail, Wang Fu changed his perspective and put forward a new proposal.

Regarding this proposal, everyone has a relatively consistent understanding.

Soon, everyone unanimously agreed to add this clause to the subsidy policy that will be released in subsequent updates.

Immediately afterwards, everyone actively discussed a series of other topics.

It can be said that in the end everyone was very satisfied with the outcome of this meeting.

Some related content quickly spread within the automotive industry.

"Mr. Chen, aren't those car companies going too far?"

"What does our online car-hailing business have to do with them? Why do we have to restrict the use of new energy vehicles?"

Liu Yuqi is the operations director of Didi Chuxing and reports directly to Chen Wei, the general manager and founder.

After seeing the relevant news from Autohome, she used her connections to inquire with relevant departments and found that the rumors would soon become reality.

This will definitely have a big impact on Didi Chuxing.

According to the current model, many private cars can quickly register as Didi Chuxing drivers and start taking orders.

This can allow Didi Chuxing's registration number to increase rapidly in a short period of time.

When raising funds from investment institutions, the number of users is a very important data.

To put it bluntly, the size and growth rate of the number of users are closely related to their valuation.

If according to current regulations, all online ride-hailing vehicles will need to use electric vehicles in the future, then the pace of developing new users will slow down.

Even because of this regulation, Didi Chuxing's valuation may have dropped by several percent.

When it comes to matters involving one's own interests, everyone's attitude will definitely be different.

"It is very difficult for us to oppose when people are advancing relevant proposals from the moral high ground."

"After all, online ride-hailing cars often travel on the road, and their exhaust emissions are definitely higher than those of ordinary cars."

Although Chen Wei was in a bad mood, he saw things more clearly and knew that it was useless to be angry at this time.

It is better to analyze this new regulation carefully and see how to get the maximum benefit from it.

In the online ride-hailing market, Didi Chuxing is not the only company developing now.

Whoever can apply the new regulations first will get a head start in development.

This is a very important thing.

"But by interfering in a newly emerging industry in this way, they have gone too far."

Liu Yuqi was still a little unwilling.

She just switched jobs and joined Didi Chuxing last month, preparing to do something big, but she didn't expect to be hit so quickly.

"In fact, in the long run, the impact is not that big."

"No matter what kind of vehicle is used, the demand and market for online ride-hailing are there."

"If using electric vehicles is a good choice, users will naturally buy electric vehicles."

"It's just that the appearance of those car companies is too ugly. They just want to take advantage of the rapid development of our online ride-hailing industry to achieve their own goals."

Liu Yuqi kept complaining there, wanting to vent all his dissatisfaction.

Of course, did she want to use this venting to let Chen Wei know that the company's new user growth will not be that fast in the future? It is not that she, the operations director, has not done a good job, but the reason why the automobile industry is causing trouble there. Only she knows.

After all, in the workplace, only by being more mindful can you have more room for survival.

"The automobile industry is a pillar industry of the domestic economy, and there are a large number of state-owned enterprises in it. Our influence is definitely not comparable to theirs."

"There is no better way now than to accept the situation."

"However, in fact, if we look at this problem from another angle, the situation is not so pessimistic."

"First of all, this regulation is not targeted at our company, but at the entire online ride-hailing industry, so everyone is on the same starting line."

"Then using electric vehicles can indeed reduce the cost of driving for online ride-hailing drivers, and to a certain extent, increase their income."

"With this higher income, people will naturally be more motivated to join the online ride-hailing industry."

"Or if we think about it further, if the income of online ride-hailing drivers is high, our subsidies can be smaller, or the commission ratio can be higher, without affecting everyone's enthusiasm to join."

When Chen Wei said this, Liu Yuqi was stunned for a moment.

Why do you feel that after the introduction of this policy, it will not be a bad thing for your company?

This thing feels a bit inconsistent.

However, everything she wanted to express had been told to Chen Wei, and her goal was achieved.

Now there is no need to worry so much, just follow Chen Wei's wishes and proceed with the follow-up matters.

"Mr. Chen, you are taking a long-term view. I will immediately arrange a dedicated team to communicate with some car manufacturers to see if they can cooperate with us to launch some electric vehicles specially prepared for online ride-hailing."

“That way we can better attract some drivers to join our platform, and we can also consider forming a part of our platform’s own vehicle pool.”

Liu Yuqi can become the operations director of Didi Chuxing at a young age, so he is naturally quite capable.

Since there is no way to change the status quo, doing something beneficial to the company based on the current situation is something that needs to be considered immediately.

Online ride-hailing has just started to develop last year. Different companies and different people have different opinions on what route is most suitable.

They are also now trying to provide cars on the platform and lease them to relevant drivers.

Especially after the introduction of relevant restrictive policies that require the use of electric vehicles, this road becomes more feasible.

Chen Wei naturally had no objection to this.

…

"Mr. Zhang, Nanshan Automobile Group's proposal this time is really great."

"Just when information about this policy began to spread in the media, the number of consumers who came to our 4S store in Aian to inquire about electric vehicles more than doubled."

"I feel there won't be much of a problem if Yangcheng Aian's sales exceed 200,000 units this year."

Zeng Guangda came to Zhang Jiaqi's office with a smile on his face.

The competition in the automobile market this year is quite fierce. The sales performance of Yangcheng Honda and Yangcheng Toyota, the two main joint ventures of Yangcheng Automobile Group, are not very optimistic this year.

Now if Yangcheng Aian can break out and make up for the sales growth gap caused by the two joint ventures, that would definitely be good news.

The most important thing is that the development of electric vehicles is in line with the policy development direction. By then, with the help of electric vehicles, Yangcheng Automobile Group may be able to counterattack and become one of the major domestic car companies.

"Mr. Cao's influence is still very huge. Everyone in the meeting that day fully agreed."

"His vision is indeed better than ours. Online ride-hailing only appeared last year, and he quickly proposed a plan to bind electric vehicles with online ride-hailing."

"The most important thing is that there is no reason to object to this proposal, whether from relevant departments or various car companies."

"Even ordinary consumers are supportive of this situation."

"It's not easy for a policy to gain the approval of so many people at the same time."

Zhang Jiaqi now has completely lost the idea of ​​competing with Nanshan Automobile Group.

The gap between everyone is too big, and they are not opponents at the same level at all.

Instead of making things difficult for yourself, it’s better to be more open-minded.

"This entry point is indeed chosen very well. Although online ride-hailing has only appeared for a short time, it will soon usher in an explosive period."

"Using their explosive popularity to promote the development of domestic new energy vehicles, the effect is no worse than the subsidy policies of relevant departments."

"Maybe relying on this policy, the sales of electric vehicles will exceed 1 million this year."

"Looking at the world, this is definitely a very proud achievement, and it may directly change the development pattern of the global automobile industry."

Zeng Guangda's vision is not bad, and he can see a series of impacts behind online ride-hailing and the policies that will be introduced in the near future.

Although Yangcheng Automobile Group has been established for a relatively short time, it is relatively leading in the development layout of electric vehicles.

The introduction of this policy is definitely a good thing for Yangcheng Automobile Group.

"You should communicate more with Nanshan Battery and Nanshan Auto Parts. If the sales of electric vehicles suddenly explode, there may be some problems in the supply of core parts such as batteries and motors."

"At that time, we may need to compete with other OEMs for battery production capacity."

"We absolutely cannot have a situation where consumers have placed orders, but the model has never been produced because there are no batteries or other parts."

To prepare for a rainy day, Zhang Jiaqi feels that the supply of parts for electric vehicles will be a new problem this year.

Even next year, this problem will not be alleviated immediately.

Because according to the current development trend, the growth rate of electric vehicles in the past few years will be very exaggerated.

It will take some time to increase the production capacity of battery factories.

"Well, I'll call Dai Hanbiao and Lin Cheng later and make an appointment to visit them."

"Nanshan Battery has supporting equipment for many OEMs. We really need to communicate with them in advance to avoid being robbed of production capacity first."

After listening to Zhang Jiaqi's words, Zeng Guangda was immediately ready to take action.

On the Nanshan Automobile Group side, Cao Yang, who had launched a satellite, immediately focused on other things.