On December 25, 2021, the annual closing event of TEDA Automotive Forum, the annual voice of China Automotive Industry Development (TEDA) International Forum, was successfully held in Tianjin. With the theme of "Integration and Competition - The Power of Change", industry leaders, senior executives of automobile companies and industry experts summarized the industrial development in 2021, judged the future transformation trend of the automobile industry, and provided think tank support for the high-quality development of the automobile industry. As a representative of automobile enterprises, Zhu Yanfeng, chairman of the board of directors and secretary of the party committee of Dongfeng Motor Group Co., Ltd. (hereinafter referred to as "Dongfeng Company"), made a video speech on "Grasping the Situation and Jointly Promoting the High-quality Development of the Automobile Industry", sharing the new trend of automobile industry reform and the new practice of Dongfeng Company's innovative development.
Zhu Yanfeng, chairman of the board of directors and secretary of the party committee of Dongfeng Company, made a keynote speech
With a new round of energy revolution, intelligent revolution and interconnection revolution, the development trend of the automotive industry is constantly moving towards depth, and the traditional "chain relationship" between parts, vehicles and marketing service enterprises is evolving into a "mesh ecology" with multi-subject participation. "Dongfeng Company boils it down to 'five transformations of one vehicle' and 'one vehicle through four networks', 'five modernizations' refers to lightweight, electrified, intelligent, networked, and shared, and 'four networks' refers to transportation networks, energy networks, information networks and financial networks." Zhu Yanfeng pointed out.
Under the trend of "five modernizations", the automotive supply chain has been extended. Since last year, the global pandemic of the new crown epidemic, the sequence of production, division of labor and cooperation in the past few decades in the context of globalization has been exposed to a fragile side, the supply and demand of key resources such as chips and batteries are unbalanced, and the automotive industry is facing a "supply shock".
Facing the future, Zhu Yanfeng suggested that automobile companies should focus on building an industrial chain ecology, promoting scientific and technological self-reliance, and achieving the "double carbon" goal, work together to promote the high-quality development of China's automobile industry, and make preparations for China's automobile industry to run and lead the new track.
In terms of accelerating the construction of a safe and controllable industrial chain ecology under the trend of "five modernizations", Zhu Yanfeng said that the ecology of integrated development needs to promote the dynamic balance of upstream and downstream, especially to promote the balanced development of parts and vehicles, and form a "three synchronization" zero relationship, that is, synchronous development, synchronous quality, and synchronous cost. It is necessary to cooperate in depth throughout the life cycle to jointly supplement the chain, solid chain and strong chain to ensure the leading, competitive and continuous in products and technologies. He stressed that in addition to the current traditional industrial chain, with the rapid increase in the penetration rate of new energy vehicles, it is necessary to accelerate the improvement of the guarantee capacity of key resources such as lithium, cobalt and nickel, and strengthen the localization layout of key areas such as chips and operating systems.
At the same time, vigorously promoting scientific and technological self-reliance and self-improvement is the proper meaning of automobile companies. Especially in the face of a new round of electrification and intelligent revolution, the task of industrial scientific and technological innovation is more urgent. Enterprises should respond to the spirit of the Central Economic Work Committee to "implement the three-year action plan for the reform of the scientific and technological system, formulate and implement a ten-year plan for basic research, and strengthen the national strategic scientific and technological strength", vigorously promote scientific and technological self-reliance and self-improvement, and further master core technologies and resources.
In addition, actively implementing the "double carbon" goal is a mandatory question for the automotive industry. The new energy automobile industry has entered a new stage of market leadership from policy guidance. "While unswervingly meeting the challenge, we must see that double carbon is a complex project and a long-term task, and the coordinated development of traditional fuel vehicles and new energy vehicles is a realistic choice at this stage." Zhu Yanfeng said.
The wind of change is rising, and the time is right to seek change. How can auto companies adapt to changes and embrace opportunities and meet challenges in this new change in the automotive industry?
As the "national team" of the automotive industry, since the beginning of this year, Dongfeng Company has been positioned as an "excellent technology enterprise that provides users with high-quality automotive products and services", strategically promoted the "Oriental Wind Rise" plan, built a "one main and two wings" business pattern, and formulated three "one million" goals, and by 2025, the sales of commercial vehicles, autonomous passenger cars and new energy vehicles will reach 1 million units respectively.
Under the new strategic planning, Dongfeng's direction towards excellence and first-class is clearer. "We will grasp the trend of 'five modernizations', adhere to integrated development, innovation-driven, self-reliance, transformation and upgrading." Zhu Yanfeng stressed.
To this end, Dongfeng Company will insist on creating a sustainable green industry ecology. Form a commodity layout covering the economy, medium and high-end, and achieve full coverage of the mainstream new energy vehicle market. Positioned as a "high-end smart electric brand with zero anxiety", the first model of Lantu FREE was delivered this year, and the second new car, The Lantu Dreamer, was unveiled at the Guangzhou Auto Show and will be listed in the middle of next year. The newly built high-end electric off-road brand M will also be officially released during next year's Beijing Auto Show.
Landu FREE and Landu Dreamer
In the field of three electrics, Dongfeng has formed large-scale IGBT integrated packaging, all-in-one electric drive assembly, high-efficiency flat-line motors and other production capabilities. As the core component of the new energy vehicle electronic control system, IGBT has long relied on foreign imports, in order to take the "card neck" technology in its own hands, Dongfeng began to cooperate with CRRC in 2019, and the two central enterprises jointly established Zhixin Semiconductor Co., Ltd. in Wuhan, which has achieved mass production, with a production capacity of more than 300,000 sets in the first phase.
In the field of hydrogen fuel, Dongfeng has also completed the development of 50kW, 80kW and 120kW fuel cell systems, and developed the first mass-produced full-power fuel cell passenger car Dongfeng "Hydrogen Boat", and hydrogen fuel commercial vehicles have achieved industrial operation. At the same time, actively explore the separation mode of vehicle and electricity, and the battery technology management company initiated by China FAW, China Three Gorges Group and Wuhan Economic Development Zone has completed registration in Chegu.
In order to promote the implementation of the "leapfrog action" of scientific and technological innovation, creating an original technology source and a modern industrial chain chain has become the "number one project" of Dongfeng in the field of science and technology. In the field of intelligent driving, the models on sale have generally reached the L2 level or above, and the L4-level Robotaxi, Sharing-VAN, and unmanned collection cards have been commercialized. In the field of new energy, we will create a modular architecture for exclusive ESSA for native new energy, and develop a central centralized + SOA electrical and electronic architecture.
Unmanned set card landed in Xiamen
The traditional power is also upgrading, and the two major power brands of commercial vehicle "Longqing" and passenger car "Mach" created by Dongfeng have formed a full-sequence product architecture covering 5-16L commercial vehicles, and the thermal efficiency of the C15TDR engine has been further improved to 43%, maintaining the industry leadership. In the field of chips, strengthen joint research, and set up a "chip joint laboratory" with China Electronics and China Xinke to promote more high-quality domestic chips on the car. In the forward-looking field, solid-state batteries and key materials are laid out, and in-house developed wheel motors are installed in different models.
In the face of the century epidemic and the century-old changes, building a safe and controllable industrial chain ecology, achieving high-level scientific and technological self-reliance and self-reliance, and implementing the "double carbon" goal of the automotive industry, Dongfeng is using its own transformation and upgrading to promote the century-old dream of great rejuvenation driven by automobiles.