The Park City's Double Carbon Road
In the workshop of Chengdu Gree Titanium New Energy Co., Ltd. (hereinafter referred to as "Chengdu Gree Titanium"), two double-decker electric buses are parked side by side in the testing area, and several staff members are testing vehicle equipment and doing technical debugging before the product is listed. The body of the bus is painted in red and black, and the rear of the vehicle is a Sichuan opera face image, and the whole vehicle vision is full of "Sichuan elements". "The product is about to be delivered to customers, and the market has expanded to some cities in China." The on-site staff said.
Not only Chengdu Gree Titanium, but also the political affairs jun visited and found that at the beginning of the new year, many New Energy Vehicle Companies in Chengdu are busy in the market and expanding orders. Behind the busyness of enterprises, there is a strategic orientation driven by the national "double carbon" goal, and there is also a path of green and low-carbon development of the city. The Tenth Plenary Session of the 13th Chengdu Municipal Committee of the Communist Party of China proposed to promote the optimization and adjustment of the transportation structure, and "vigorously promoting the low-carbonization of transportation vehicles" was clearly mentioned.
Statistics from Chengdu Economic and Information Bureau show
Up to now, Chengdu has gathered more than 30 automobile manufacturers
More than 200 models have been launched
Among them, there are more than 100 new energy vehicles
At the time of green and low-carbon development of the city
Chengdu's new energy automobile industry is upgrading
This "green kinetic energy" stirs up the local automotive industry chain
Expand a larger market space
01
Market "cake" temptation
What are the current main products?
Chengdu Gree Titanium New Energy Co., Ltd., located in Chengdu Xinjin District, covers an area of more than 1,300 acres, and since the company landed in Chengdu in 2016, new energy buses have been its main products in the market. Recently, the political affairs jun saw at the scene that gree titanium factory area is lined with factories, some newly developed electric vehicles are driving on the road, and the staff is collecting vehicle operating parameters.
▲Chengdu Gree Titanium New Energy Co., Ltd. new energy vehicles
On an electronic screen in the exhibition hall of the Gree Titanium office building in Chengdu, the operation of the electric bus sold by the company on the road is displayed in real time. Technicians stay at home, the operating parameters of Gree titanium electric buses in Chengdu can be mastered in real time by the rear, and the big data of car companies gathered therefrom will provide a reference for product performance upgrades. This system is called "New Energy Vehicle Networking Big Data Platform".
On the screen, an electronic map of the city of Chengdu is displayed, and dense green circles are scattered all over the city's roads, each small circle representing a moving electric bus. The more in the central city, the denser the small circles. The staff controls the mouse and clicks on a small green circle at will, and the operating data of the bus will be displayed immediately on the screen.
"The current location, speed, vehicle model, total meter mileage and other vehicle information can be displayed in real time, there is a data analysis model in the background, if there is a data anomaly, the system will automatically carry out information early warning." Wu Yulei, deputy general manager of Chengdu Gree Titanium Marketing, introduced that through this platform, the operation of the electric buses sold by the company can be viewed at any time.
"In the entire industrial layout system of Gree Titanium New Energy, the Chengdu plant is positioned as a vehicle and power battery manufacturing center." Wu Yulei said that in addition to electric buses, the rest of the electric vehicle product types cover urban logistics vehicles, urban sanitation vehicles, airport shuttles, mobile nucleic acid testing vehicles and other models, "electric sanitation vehicle orders are increasing, products have been sold to Wuhan, Luoyang and other cities."
The diversified product layout of Chengdu Gree Titanium reflects the richness of new energy models of Chengdu car companies from the side. The Chengdu Municipal Bureau of Economy and Information Technology combed the industry and found that more than 100 new energy vehicles launched by Chengdu car companies can be applied to public transportation, logistics, sanitation, concrete, engineering slag and other fields.
02
Segmentation of the industry brings nugget opportunities
Traditional car companies "cross-border" production of new energy vehicles
Chengdu Gree Titanium, which focuses on electric buses, is expanding the product matrix of electric vehicles and seizing the market segment. At the same time, other local car companies in Chengdu are also sensitive to the "sense of smell" of the market segment.
Recently, the technical staff of China National Heavy Duty Truck Group Chengdu Ace Commercial Vehicle Co., Ltd. (hereinafter referred to as "Sinotruk Ace") in Qingbaijiang District, Chengdu, gave up their weekends to conduct technical testing of a new new energy heavy truck on the road of the factory area. In recent years, the ace of heavy trucks that has long produced fuel heavy trucks has extended its product tentacles to municipal sanitation, engineering dumping, urban slag transportation and other fields.
▲China National Heavy Duty Truck Group Chengdu Ace Commercial Vehicle Co., Ltd. new energy vehicles
While producing fuel vehicles, while producing new energy vehicles, SINOTRUK Ace produces an average of nearly 100 new energy vehicles for every 1,000 vehicles produced. In the future, the proportion of the company's new energy vehicles will gradually increase. It is reported that sinotruk ace has been busy with new order expansion recently, and the company's sales team has intensively carried out market path deduction to calculate the potential market size of the company's new energy vehicles. "We learned that the relevant units intend to purchase a new batch of new energy urban slag trucks to replace the previous fuel vehicles, and are now actively negotiating with each other, hoping to finalize this order." The relevant person in charge of the ace of sinotruk said.
"Driven by the 'double carbon' goal, the automotive industry is facing profound changes, directly reflected in the adjustment of the energy structure, which forces the automotive industry to gradually switch from fossil energy to new energy, and this transformation is ultimately reflected in the use end, electric vehicles will become the future trend." In addition, the research and development technology of new energy vehicles is constantly improving, and the production and use costs of new energy vehicles will be reduced at the time of technology iteration, which also brings market opportunities. There is another key factor, now the government departments pay more and more attention to urban environmental governance, especially the treatment of mobile pollution sources in large cities, starting from the exhaust emissions of automobiles is the most direct means, some cities are banning the operation of fuel sanitation vehicles, and gradually replacing them with new energy vehicles." The above-mentioned relevant person in charge talked about the motivation for the penetration of the company's new energy models into the subdivision industry.
How big is the market for new energy vehicles?
According to the data released by the China Association of Automobile Manufacturers, from January to November last year, the production and sales of new energy vehicles in China hit a record high, with a cumulative production of more than 3 million vehicles and sales of nearly 3 million vehicles. A relevant person from the China Automobile Association said that it is expected that the total sales volume of the automobile market in 2022 will reach 27.5 million units, an increase of 5.4% year-on-year. Among them, the sales of new energy vehicles will reach 5 million units next year, an increase of 47% year-on-year.
03
The core technology is independent and controllable
Invigorate the local manufacturing industry chain
Chengdu Gree titanium
In terms of batteries, motors and electronic controls
Has independent research and development technology
"In terms of batteries, motors and electronic controls, we have our own research and development technology." Wu Yulei, deputy general manager of Chengdu Gree Titanium Marketing, introduced that the battery independently developed by the company has carried out many technical iterations to meet the diversified application scenarios of new energy electric vehicles, "In the Chengdu new energy vehicle market, there are currently more than 3500 cars equipped with Gree titanium batteries we manufacture. ”
A "new outlet" in the industry - hydrogen fuel cell vehicles are beginning to seize market share, and Chengdu Gree Titanium has "landed on the beach". On the day of the interview with the political affairs jun, a new energy vehicle with a horse-like head was parked on the road of the Gree Titanium Factory in Chengdu, and this hydrogen fuel cell vehicle had received market orders from Inner Mongolia. "The hydrogen and titanium assembly technology of this 'Benma' new energy vehicle was developed by us." Wu Yulei said.
Sinotruk Ace
Make technical reserves for the production of hydrogen fuel cell vehicles
"At present, hydrogen fuel cell vehicles have not been officially produced, but we are also making technical reserves for this purpose." The relevant person in charge of the ace of sinotruk revealed that the company's new energy vehicle manufacturing adopts the strategy of flexible production line, and installs some process equipment suitable for new energy vehicle manufacturing on the existing diesel vehicle production line, which can achieve an annual output of 100,000 units if it is operating normally.
In September last year, Sinotruk Ace launched a new model, the Howo V7-X new energy heavy truck, which realized independent research and development in the integration of vehicle technology. "The company will invest hundreds of millions of yuan in research and development every year, with R & D personnel accounting for about 12%, and every time a new model is launched, the investment in technical testing will reach millions of yuan." According to the relevant person in charge, the production of new energy vehicles can find many partners in the local supply chain link in Chengdu, for example, in terms of battery manufacturers and charging station operators, they can find partners nearby to reduce the company's operating costs, and for the industrial chain, it will enhance the industrial relevance and can jointly expand the output value of the local automobile industry.
Journalist's Note
The interview with the political affairs jun found that many local car companies in Chengdu aimed at the field of new energy vehicles to "rub their fists" and compete for the market "cake". Some enterprises have been focusing on new energy vehicles since the beginning of their establishment, and some enterprises belong to the "cross-border" in the middle of the way, from the main fuel vehicles to the production of new energy vehicles.
With the improvement of the industrial chain and supply chain, the procurement efficiency of key components is improving, and it is not difficult for car companies to produce a new energy vehicle. However, in order to cultivate excellent brands that can be "played" in the market and maintain an "evergreen" state in the market competition, having independent and controllable core technologies is the key. In the field of new energy vehicle manufacturing, batteries, motors, and electronic controls are the three core key technologies, and some Chengdu car companies have mastered a key technology, and some have all of them, and the strength should not be underestimated.
Urban low-carbon development, the use of new energy vehicle demand is being stimulated, for Chengdu car companies, the need to enhance the level of industrial development, accelerate product upgrading, to expand a larger market.
Rongcheng political affairs reporter Ye Yan and Song Jia asked
Edited by Mu Xiaolan
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