Introduction: 2021 is the opening year of SAIC's "14th Five-Year Plan", and this opening year, sachinia's transformation in business form has begun. Whether it is the breakthrough of its own brand or the double force of new energy and overseas markets, SAIC Motor, as a leading enterprise in the Chinese market, maintains a healthy vitality. More importantly, under the new "14th Five-Year Plan", SAIC Motor is rapidly opening a new round of change. Judging from the current layout, SAIC Motor is ready on the new track of electrification, intelligence and globalization.
(Text/Zhang Jiadong Editor/Lou Bing) At a communication meeting in June 2021, Chen Hong, secretary of the party committee and chairman of SAIC, said: "The automotive industry is experiencing major changes that have not been seen in a hundred years, for us, there are three major challenges we are facing. Second, how can we build a good technical advantage? Third, how does market evolution and technological development drive changes in the industry? ”
The answer to these three questions is undoubtedly a grand proposition.
Since 2018, China's auto market has completely entered the state of adulthood, officially entering the top of the market annual sales pyramid, slight increase or no increase will become the norm, and it has become the last window period for independent brands to become bigger and stronger; on the consumer side, the main force of automobile purchase and exchange has become 85 after 90, the first purchase user has begun to slowly become after 95, consumer rejuvenation has brought personalization and diversification of user needs; the new energy automobile industry has developed rapidly, in addition to proposing new subjects for technological change, The replacement of traditional fuel vehicles has become inevitable and will continue to create new records in the short term...
It's more of a reshaping of the automotive industry on a global scale than a change. And in this movement, there is no war readiness.
SAIC Motor's business covers the trade business of automobile services such as complete vehicles (including passenger cars and commercial vehicles), parts and used cars, as well as auto finance business. Only the major vehicle companies include Passenger Car Branch, SAIC Maxus, Zhiji Automobile, Feifan Automobile, Shanghai Volkswagen, Shanghai GM, SAIC-GM-Wuling, Nanjing Iveco, SAIC Hongyan, Shanghai Shenwo, etc.
It's not a giant ship anymore, it's a huge fleet. When the climate of the automotive industry changes, how does SAIC's fleet respond to such changes?
On January 7, SAIC Motor officially announced its sales data for the whole year of 2021. In the whole year, SAIC's wholesale vehicle sales reached 5.464 million units (terminal deliveries exceeded 5.81 million units, an increase of 5.5% year-on-year), maintaining the first place in China for 16 consecutive years, and the leading edge has expanded to nearly 2 million vehicles.
At the same time, SAIC's own brands sold a total of 2.857 million units in 2021 (of which Roewe and MG brands sold a total of about 800,000 vehicles), accounting for 52.3% of total sales, exceeding 50% for the first time; second, new energy vehicles became a new growth point for SAIC, with cumulative sales reaching 732,600 units, an increase of 128.93% year-on-year; third, overseas market sales of 697,000 vehicles (including exports of 598,000 units, overseas base production and sales of 99,000 vehicles), an increase of 78.9% year-on-year.
In addition, there are high-end intelligent electric brand Zhiji Automobile, the first product "Performance Flagship True Intelligent Car" Zhiji L7 completed the batch roll-off line; "user-oriented data-driven technology company" Feifan Automobile was established, and SAIC Xiangdao L4 Grade Robotaxi landed in Shanghai and Suzhou in batches; The localization of vehicle-grade chips is accelerating, and the localization strategy of related core chips has been clarified, and a total of 75 chips have been promoted to complete localization development and enter the mass production and application of the whole vehicle.
2021 is also the opening year of SAIC's "14th Five-Year Plan", and this opening year, SAIC's transformation in business form has begun.
Autonomous business into the new track
In 2021, SAIC's own brands sold a total of 2.857 million units, accounting for 52.3% of total sales. This is the first time that SAIC's own brand camp has exceeded 50% of the group's sales volume.
For a long time, SAIC's autonomous business has often been questioned by "weak autonomy". A very important point that makes this impression is that SAIC's joint venture business segment is too strong: SAIC Volkswagen and SAIC-GM have long been in the top three positions of domestic joint venture car companies.
In fact, with the reference of the sales volume and structure of its own business, SAIC Motor's autonomous business is very strong.
In 2021, SAIC-GM-Wuling sold 1.66 million vehicles in 2021, an increase of 3.76% year-on-year, SAIC Maxus sold 230,000 vehicles in 2021, an increase of 20.88% year-on-year; SAIC Passenger Cars sold 800,000 units in 2021, an increase of 21.72% year-on-year, which is a new high in sales over the years (among them, the annual sales of the Roewe brand reached 377,000 units, an increase of 8% year-on-year; the cumulative sales of the MG brand reached 472,000 units, an increase of 69%).
In terms of the new energy vehicle market, SAIC Motor's own business sold 733,000 new energy vehicles, an increase of 128.9% year-on-year, ranking first in China and second in the world (among them, SAIC-GM-Wuling's new energy vehicle sales reached 452,000 units).
In addition, SAIC's own business products and services have entered more than 70 countries and regions around the world, with 697,000 units sold in overseas markets in 2021 (exporting 598,000 vehicles and producing and selling 99,000 units in overseas bases), an increase of 78.9% year-on-year, and winning the first place in the list of domestic car companies for six consecutive years (of which MG brand overseas sales reached 360,000 units, ranking among the top ten single brands in 17 countries around the world, becoming the champion of overseas sales of Single Brand in China).
SAIC's autonomous business is not weak, but needs to become stronger. To this end, SAIC Motor has done a lot of work.
For the present, SAIC Motor has put forward the transformation direction of "everything starts from the user and makes innovation more valuable". Chen Hong said in the middle of last year: "SAIC is changing, we are going all out to enter the new track, from the concept, from the concept, including the future from the business model, organizational structure, we must turn to users, fully oriented to users."
For example, the transformation from the former B-end orientation to the C-end: seeking a new model, new channels, new forms, including the dissemination of content, as far as possible to reach users, to "user needs" as the orientation of designated product research and development and innovation. So starting from the Roewe and MG brands, SAIC Passenger Cars tried to change the traditional marketing approach and narrow the distance with young users through trendy communication forms.
Wang Xiaoqiu, director, president and deputy secretary of the party committee of SAIC Motor, said in the middle of last year that "independent brands should seize the opportunity of a new generation of intelligent electric vehicles to accelerate the strengthening of new kinetic energy." ”
Regarding the sprint of innovative business on the "new track" of electric intelligent networking, SAIC Motor is also accelerating and taking the lead in many fields: high-end intelligent electric brand Zhiji Automobile, the first product "performance flagship true intelligent car" Zhiji L7 completed the batch of off-line; the establishment of "user-oriented data-driven technology company" Feifan Automobile, is also accelerating the development of the high-end intelligent electric vehicle market.
Judging from the feedback from the market, the autonomous camp has brought the vitality of continuous upward growth to SAIC. In the face of the current situation of automobile sales and new business layout, SAIC Motor is gradually strengthening its control over its independent business, and it is not difficult to see that SAIC Motor has begun to shift to group control in its industrial layout, so as to face future challenges in a group posture.
Strong hubs and small giants
"We hope that after several years of hard work, during the 14th Five-Year Plan period, SAIC will become a new SAIC." In order to mobilize the group as a whole, SAIC's logo and vision, mission and values have been comprehensively updated.
In order to seize the commanding heights of future development, we will make every effort to accelerate the pace of independent innovation and comprehensively transform into high-tech enterprises. During the "14th Five-Year Plan" period, SAIC Motor plans to invest 300 billion yuan in innovative fields such as intelligent electric vehicles, and make every effort to accelerate the pace of independent innovation and comprehensively transform into a high-tech enterprise.
In the past year, SAIC Motor has invested more than 60 billion yuan in the field of innovation, and nearly 3,000 patents have been authorized, forming a team of 10,000 software talents.
Under the joint incubation of internal and external industries, SAIC motor has cultivated 20 "science and technology innovation small giants" such as Jie Hydrogen Technology, Zhiji Automobile, Feifan Automobile, Zero Beam Technology, Youdao Zhitu, Saike Intelligence, and Lianchuang Electronics. Empower industrial transformation and upgrading through scientific and technological innovation, and promote the industrialization and commercialization of innovative achievements.
Taking the new track of the electric intelligent networked car market as an example, SAIC Motor is a comprehensive layout on the new track, including the construction of five major centers of data center, cloud platform center, software center, intelligent algorithm center and network security center. Compared with other new car-making forces, SAIC motor is a comprehensive layout, laying a holistic foundation for the future.
At present, SAIC Motor has achieved core technology breakthroughs in future market competition such as SAIC Intelligent Driving Heavy Trucks achieving L4 level automatic driving in specific scenarios, the production of a new generation of power battery systems, and a new series of fuel cell systems for Toyota.
In addition, SAIC is also cultivating 20 "science and technology innovation small giants" to accelerate the pace of innovation with the help of the capital market. At present, SAIC Motor has cultivated 20 "science and technology innovation small giants" such as Jie Hydrogen Technology, Zhiji Automobile, Feifan Automobile, Zero Beam Technology, Youdao Zhitu, Saike Intelligence, and Lianchuang Electronics. Among them, Jet Hydrogen Technology has recently launched a new Jet Hydrogen Kaiyuan series fuel cell system, stack power, stack power density, system power and other core technical indicators, benchmarking the world's top level represented by Toyota. At present, Jie Hydrogen Technology has started the spin-off and will become the first "science and technology innovation small giant" under SAIC to achieve listing.
From the perspective of the group enterprise, each business unit of the group has its own characteristics and areas of expertise, when these units are responsible for facing the market torrent, the group is the command center of a fleet, it needs to formulate routes, plan the itinerary, coordinate within the team, ensure supplies, etc., to do all the guarantee and support for the smooth sailing of the fleet.
SAIC motor is building a supply pool for all group businesses at the group level, in which technological innovation and accumulation, front-end and back-end support of the industrial chain, cross-field cooperation and other aspects, all of the group's businesses can "take what they need" or even "freely combine".
Take a look:
Whether it is the breakthrough of its own brand, or the dual efforts of new energy and overseas markets, SAIC Motor, as a leading enterprise in the Chinese market, still maintains healthy vitality. More importantly, under the new "14th Five-Year Plan", SAIC Motor is rapidly opening a new round of change. Judging from the current layout, SAIC Motor is ready on the new track of electrification, intelligence and globalization.
However, the process of "elephant turning" is not easy, SAIC Also has a clear understanding of this, last year, Chen Hong said, "SAIC's layout on the new track, the general new car-making forces are difficult to do." But in the face of full-scale change, it will be a process of accumulation. ”
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