Auto-First | Zhou Guangjun
world
Timed by events, the years and years you know are all defined by events as memory symbols. You can't cite any counterexamples.
The biggest "melon" of Chinese cars in 2021 is the chip, which affects the core of the car.
Relying on the chip to divide the victory and defeat, some people do not obey, the victory is not armed, and the disobedience is not good. A small chip, like the snow falling on the vast earth, has traces, some people are excited by the core, and some people are weakened by the core. Under the chip, cars run into walls everywhere, price increases, a car has only one key, and supply and demand are tight.
2021 Autobots look at nucleic acids.
The "yin" nucleic acid report, the green code, and the health treasure have become the standard three-piece set for Chinese automakers. At the Guangzhou Auto Show held in November, the unit colleagues collectively nucleic acid, round trip for three days and two tests. Li Pengcheng, vice president of Xiaopeng Automobile, will have 35 nucleic acids in 2021 as of December 22. Some self-deprecating Li Pengcheng said on social media that the number of times was 35, and the price dropped from 280 yuan for the first time to 40 yuan.
It is not certain whether Li Pengcheng's nucleic acid count is the highest among auto people, but eight tests and ten tests a year are common to car people. According to the principle of "non-essential non-travel", each nucleic acid report of Li Pengcheng is a certificate that auto people "must travel".
2021 see people coming and going.
Jiang Deyi created a historical record of "not showing up" after taking charge of BAIC Group; SAIC Chen Hong and GAC Zeng Qinghong retired and renewed their contracts; Xu Jianyi repented in prison; the former Dongfeng Citroen and Dongfeng Peugeot were almost "whole pot ends" and Qi Yumin fell; Yan Bingzhe, who was not in charge of Brilliance for a long time, left the battle; An Tiecheng gave the CHINA Automobile Center a new look; Fu Bingfeng, Shen Jinjun and other industry associations returned to the role of think tanks; Yin Tongyue led Chery to finally usher in a total of 10 million vehicles Li Shufu, who has become bigger, has worked hard to let Geely walk on the road of scientific and technological transformation from big to strong; Xu Liuping let FAW Group continue the good scenery of the automobile market...
The leaders of large enterprises ride the wind in the sea, and the leaders of the new forces hang on the cloud sails.
Ideal, Xiaopeng, Wei Pai and other car brands named after individuals have returned to and integrated with the original appearance of international car brands, and the thunderous car brands such as Mercedes-Benz, Peugeot and Ferrari have the same name as individuals. Weilai Li Bin is no longer the "most miserable automaker in 2021", and The Chinese Express Ding Lei broke through the cocoon into a butterfly and dominated the list of luxury electric vehicles of more than 500,000 yuan.
Li Hongpeng went to Wanda; Ma Zhenshan joined Chery Jaguar Land Rover; Fan Jingtao saved the Pole Fox; Xiangdong Ping went around and went to Jiangling Ford; Hu Jun started another stove to build an electric house, and Lu Yi took over the new Changan Ford; Yu Jingmin took charge of SAIC Volkswagen Sales; Jia Mingdi took charge of SAIC Audi... Some old auto people "moved to live"; some meritorious auto people retreated behind the scenes, Chen Binbo, Tang Teng, etc., in another way to participate in the process of the automobile industry.
Regardless of the new and old generals, everyone talks about Tesla and Musk who can't learn and can't learn.
There are also some new automakers who come to the front of the stage to take the lead alone, Guo Yongfeng is in charge of FAW-Volkswagen Sales Company; Hu Shaohang is fast integrated into FAW Toyota; Sun Yijiong is in charge of SAIC Roewe; zhang Liang makes MG have a board and an eye. I am more happy that the post-80s and post-90s are in important positions and shoulder heavy responsibilities, and start the Chinese automobile youth relay.
The ruts of the car turn forward, and the Autobots look forward.
In 2021, the automotive industry has a lot to see.
The epidemic is normalized, the lack of core is not obedient, and the automotive industry is also a small Nezha. Data from the China Association of Automobile Manufacturers and the China Association of Automobile Manufacturers show that in 2021, the scale of China's auto products will exceed 25 million vehicles, and the market with slight year-on-year growth will not only be held, but also have sufficient gold content. The market rate of Chinese brands is approaching 50%, a record high, and the annual sales of Changan, Great Wall, Geely and Chery are close to or more than one million vehicles.
The penetration rate of new energy is 15%, and the total number reaches the landmark of 3 million vehicles. The so-called "Wei Xiaoli" has driven China's new energy vehicle brands to collectively change lanes and overtake. In addition to "Wei Xiaoli", Nezha, Weima and Aichi each have their own doors, and aiways exported to Europe in batches has become synonymous with Chinese brand new energy vehicles and signboards. New forces, new strengths, new brands, a variety of dazzling, but some people lead the way, some people accompany the run.
The upgrading of consumer demand is written on people's faces. The overall sales volume of the luxury brand market exceeds 3 million vehicles, Mercedes-Benz, BMW, Audi traditional three strong performance of Hengqiang, including more than 2 million of them, Lexus and Cadillac are more than 200,000 vehicles, Volvo, Lincoln and other brands Although the base is not large, the increase is also very "arrogant".
Timing 2022, there are many "things to see".
Second to none, the stock ratio is released.
With Kia acquiring 25% of Dongfeng's transfer of shares for nearly 300 million yuan, Kia became the third company to increase its shareholding ratio in the joint venture after Sichuan Hyundai and BMW. It is the third, but it is certainly not the third. With the liberalization of the 50:50 equity ratio of joint venture car companies, it is only a matter of time before more foreign companies increase the joint venture equity ratio. Although the Largest Volkswagen Group has not shown signs of moving the north-south Volkswagen share ratio, it has tilted towards JAC Volkswagen for future business investment. The merger of FAW Mazda and Changan Mazda, which cannot go on, although it does not fall into this category, but it also occurs in the context of the joint venture share ratio. Similarly, there are north and south Honda, Dongfeng Peugeot, Dongfeng Citroen, etc., even if the north and south Toyota will not increase the equity ratio of the joint venture company, and whether it will eventually be "two-in-one" is a matter of "uneven".
After the stock ratio is released, it must not pay attention to reciprocity, and there are as many shares as there is a voice. What role China plays, what ability it has, and what role it plays are all the highlights of 2022. The liberalization of the joint venture equity ratio is far from being as simple as foreign capital to increase the equity ratio, and the emergence of sole proprietorship enterprises is also a matter of high probability, and it is only a matter of time.
Look at effective transformation.
Traditional car companies are all facing a better market-oriented and consumer-oriented transformation. Don't turn no, how to change the profession, every car company has a difficult to chant, how to read the sutra "fine" without reading crooked?
The car inventor's Mercedes-Benz's transformation from "electric first" to "full electric" is heavier and faster than changing faces; Audi has long given a timetable for stopping the production of fuel engines in 2030; BMW has already provided the market with several new energy models. Unfortunately, in the Chinese market, luxury brand electric vehicles do not have a brand advantage, they neither recognize the subversiveness of Chinese consumers' perception of new energy vehicles, nor do they have a better way to crack it.
Traditional cars do not give up, new energy investment, is the traditional automobile enterprises two battlefields. Therefore, car companies in transition are the most difficult at this time. A large amount of silver may not even be heard when the sound of water is thrown down. The fact that Volkswagen has a variety of ID models in Europe does not explain anything, and the perception of consumers in the Chinese market and Europe have been isolated and cut off. Without realizing this, more than a decline in sales awaits the public.
Look at capacity easing.
A grim fact is that the overall excess capacity of China's auto industry will become a burden for many enterprises. Chinese Yun GM Dongfeng Yueda Kia factory OEM, Xiaopeng Automobile with Haima Zhengzhou factory OEM, Ideal Automobile even bought the Shunyi No. 1 factory, which symbolizes the hall of honor of Beijing Hyundai...
The "largest" North-South Volkswagen has a production capacity of 6 million vehicles, and their sales volume is less than 4 million vehicles, Beijing Hyundai's production capacity is 2 million vehicles, their sales are only about 500,000 vehicles, and Changan Ford's sales volume is less than 300,000 vehicles, and their production capacity is more than double the sales volume. Chengdu has created a romantic expression of "time and space companion" for the close connection of the new crown epidemic, but the capacity of various car companies is a grim fact.
Now it seems that being able to oem new energy is already the best "next home".
Watch the old and the new alternate.
The conversion of new and old kinetic energy is unstoppable, but it is not next year's matter, nor does it necessarily have to have a clear time node, which is an unstoppable process. The penetration rate, 3 million units, has become the symbol of new energy vehicles. The China Association of Automobile Manufacturers predicts that new energy vehicles are expected to reach 5 million in 2022. This means that the overall automobile market will be "one of the five worlds", new energy vehicles account for 25% of the overall market, the climate is not small, and it is really difficult to say how much soup traditional car companies can share.
Look at the overall market of the car market.
What needs to be vigilant is that the chip problem will continue, and it will also be the focus of 2022. The problem is that if there are no these problems, whether the potential energy of consumer demand is still strong cannot be ignored and needs to be faced squarely. The background is that objective factors such as repeated epidemics and economic slowdown have led to a new high in the savings rate of residents, that is to say, it is not that the people have no money, but they dare not spend money and spend money conservatively. The lagging effect of these economic things feeding back into the automotive industry is that consumption is conservative.
Last year's New Year's Day message was "The distance in 2021 is a few meters", and this distance has been maintained in 2021, and even farther away. The general tone of China's economy in 2022 is to seek progress in stability, and automobiles, as the pillar industry of the economy, should also emphasize stability and steady progress.
Factors such as the epidemic and chips have superimposed great changes. Changed the daily life of the automotive industry, changed the trend of the new and old kinetic energy of the car, changed the direction of automobile development, the same time and space, the trajectory has been different.
In the old years, it was not easy for the Auto people, and the Auto people did not lie flat for a moment; in the New Year, I wish there was a section of the road, you could put down the seat, open the skylight, look at the clouds, admire the stars and the moon, and see no troubles but only look at the beautiful scenery.
2022, the car circle good "see you"!
Auto people good "core" love!