The electric vehicle industry chain is activated, and independent car companies look forward to a new energy feast

The “Electric Vehicle Industry Alliance”, set up by the State-owned Assets Supervision and Administration Commission of the State Council and participated by 16 domestic state-owned enterprises, was formally established in Beijing. This is the first “national team” alliance for state-owned automobile manufacturers, related industries, and energy companies. luxury.

At the same time, the “Energy-saving and New Energy Vehicle Development Plan (2011-2020)” (hereinafter referred to as the “Plan”) formulated by the Ministry of Industry and Information Technology (hereinafter referred to as the “Plan”) is about to be released. Such alliances in order to establish its due position in the electric vehicle industry.

A few days ago, SAIC Chairman Hu Maoyuan said in an interview with reporters, “Electric drive will be the main technical route for the development of China’s auto industry in the future, but the development of the new energy industry should not be led by central enterprises. State-owned enterprises, local enterprises, and private enterprises should all join in. in”.

From the cooperation between car companies to the “national team” alliance, China’s electric car industry has evolved from a “concept” to the capital for the future “dark war” of Chinese car companies. Local companies have also begun to follow suit and look for new breakthroughs. path.

　　The “national team” took the lead

The “Automotive Industry Adjustment and Revitalization Plan” announced by the State Council clearly stated that my country will have a production capacity of 500,000 new energy vehicles in the next three years, and sales of new energy vehicles will account for about 5% of total passenger vehicle sales. The entry of a small number of vehicle companies such as FAW, Dongfeng, and Changan into the central enterprise alliance has formed the momentum needed for the development of new energy in the early stage.

On August 12, Dongfeng Company officially released its future energy-saving and new energy vehicle strategic plan in order to keep up with the country’s development of new energy vehicles. The first batch of 16 major special projects for energy-saving and new energy vehicles is clarified. According to the plan, Dongfeng will continue to invest 3 billion yuan in special funds in the next five years for product technology development and industrialization of energy-saving and new energy vehicles. In 2015, the number of medium-heavy hybrid vehicles produced by Dongfeng Motor will reach 100,000, with the conditions for the industrialization of pure electric vehicles and forming a production and sales scale of 50,000.

Zhou Wenjie, deputy general manager of Dongfeng Motor, said, “Dongfeng will focus on pure electric vehicles as its medium- and long-term strategic focus, and hybrid vehicles as its current industrialization goal, and combine it with traditional vehicle energy-saving technologies, and focus on vehicle integration and vehicle control. And master core resources, and actively explore the commercial application model of pure electric vehicles.”

Following Dongfeng’s announcement of its strategic plan for new energy vehicles, on August 16, the foundation stone laying ceremony was held for the new base of the FAW Group’s technology center for passenger vehicles. The total investment of this project is 6.8 billion yuan, and the goal is to build the highest-level passenger car R&D and design center in China. It is understood that after the completion of the “Passenger Vehicle Station”, it will meet FAW Group’s independent development needs for 2.3 million passenger vehicles.

According to FAW Group’s plan, plug-in hybrid and pure electric vehicles will be put on the market in small batches this year. In 2012, according to the commercialization model, the full range of new energy vehicles will be mass-produced, with a production capacity of 50,000 vehicles per year.

In contrast, Changan Automobile’s statement is more radical and plans to produce and sell 150,000 new energy vehicles in 2014.

As an important arrangement of the State-owned Assets Supervision and Administration Commission of the State Council, the electric vehicles of the above-mentioned central enterprises have been deployed and 1.3 billion yuan will be allocated from the state-owned capital operating budget expenditures to support the construction of the common technology platform of the central enterprise electric vehicle alliance. Give strong support. The difference is that some companies act quickly and come prepared, and some companies still need to sort out their business and structure. Although the three are centrally-owned enterprises, they are difficult to be uniform in the technology accumulation and strategic planning of new energy projects.

　　Local league competition

In fact, this is not the first time that a similar “electric vehicle alliance” has appeared in China. Prior to this, the China Association of Automobile Manufacturers had organized the top ten domestic auto companies to convene 10 major domestic auto companies including FAW, Dongfeng, SAIC, BAIC, Changan, GAC, Chery, Jianghuai, Brilliance, and Sinotruk to establish the “TOPP10 The Electric Vehicle Alliance” strives to play a coordinated role in the development of China’s electric vehicle industry.

Although this alliance model has been recognized by the industry, how to coordinate and how to obtain national support for new energy vehicles, companies and car companies are not on the same starting line.

Jia Xinguang, an automotive analyst, believes that the ability to establish an industrial alliance dominated by state-owned enterprises will certainly have a rare cohesion and impetus in the overall promotion. But this is not the key to solving the new energy problem. As the manufacturing pattern has gradually become clear. Both the independent manufacturing model led by large enterprises and the new alliance manufacturing model will become the dominant force that constitutes the overall domestic electric vehicle.

Last year, Beijing, Chongqing, Jilin and other places relied on local auto companies and local scientific research institutes to establish new energy vehicle alliances and industrial bases. According to incomplete statistics, as of now, nearly 10 provinces have established the direction of R&D and production of electric vehicles and established local alliances. Not only local state-owned auto companies have become the leading force of the alliance, private companies are also within the scope of competition.

All this shows that the conditions for the industrialization of electric vehicles have become increasingly mature, and the huge business opportunities brewing in the industry chain will also surface at the same time, and the market potential of the electric vehicle alliance will inevitably explode before the market starts.