The automotive industry is accelerating the transformation from traditional manufacturing to "high-tech platform" industries, accelerating cross-border integration with energy, transportation, communications, science and technology, etc. Digital electric vehicles will be the main battleground for the next generation of cars. Its core values will shift from mechanical hardware to software capabilities. Automotive products are being transformed into "smart platform products."
Against the backdrop of the global economy mired in the COVID-19 pandemic, China has become an important "safe haven" for cross-border investment, with a record scale of investment. On January 13, 2022, data released by the Ministry of Commerce showed that the actual amount of foreign capital used in China in 2021 reached 1,149.36 billion yuan, an increase of 14.9% year-on-year. Among them, the actual use of foreign capital in high-tech industries increased by 17.1% year-on-year. On January 17, the National Bureau of Statistics released the 2021 national economic data: preliminary calculations, GDP in 2021 reached 1143670 billion yuan, calculated at constant prices, an increase of 8.1% year-on-year, and the economic growth rate ranked among the world's major economies.
Similarly, in the face of a complex domestic and foreign environment, especially affected by unfavorable factors such as chip shortages and persistently high raw material prices, China's auto industry has shown strong resilience and development momentum, ending three consecutive years of decline since 2018 in 2021. According to the data released by the China Association of Automobile Manufacturers (hereinafter referred to as "CAAM") on January 12, 2022, China's automobile production and sales reached 26.082 million units and 26.275 million units in 2021, up 3.4% and 3.8% year-on-year, respectively. So far, China's total automobile production and sales have ranked first in the world for 13 consecutive years, of which the passenger car market has exceeded 20 million units for seven consecutive years.
Interview scene: Zhu Huarong, rotating president of THE CHINA AUTOMOBILE Association and chairman of Changan Automobile (middle), Fu Bingfeng, executive vice president and secretary general of the China Automobile Association (right), Liu Yan, deputy secretary general of the China Automobile Association (left)
On the afternoon of January 12, 2022, Zhu Huarong, rotating president of the China Automobile Association and chairman of Changan Automobile, and Fu Bingfeng, executive vice president and secretary general of the China Automobile Association, attended the press conference on the development of the automobile industry in 2021 jointly held by the Ministry of Completion And Information and the China Automobile Association, and rushed back to the conference room of the China Automobile Association to accept a joint interview with 7 mainstream media, including "Auto Zongheng". The joint interview was presided over by Liu Yan, deputy secretary general of the China Automobile Association.
Liu Yan, deputy secretary general of the China Automobile Association, presided over a joint interview with media reporters
"The automotive industry is accelerating the transformation from traditional manufacturing to a 'high-tech platform' industry, accelerating cross-border integration with energy, transportation, communications, technology and so on." The supply chain ecology has changed from chain relationship to network ecology. China will become the fulcrum of innovation in the global automotive industry. Zhu Huarong believes that intelligence will become the most valuable investment area in the industry. Digital electric vehicles will be the main battleground for the next generation of cars. Its core values will shift from mechanical hardware to software capabilities. "The automotive industry is the epitome of all disciplines. Automotive products are being transformed into 'smart platform products', or 'automotive robots'. ”
Zhu Huarong and Fu Bingfeng both believe that China's automotive industry is full of hope in 2022 and explain their views on some industry hotspots.
Zhu Huarong (left), rotating chairman of the China Automobile Association and chairman of Changan Automobile, and Fu Bingfeng, executive vice president and secretary general of the China Automobile Association (right), were interviewed by media reporters
New energy vehicles: accounting for 15% or a new turning point
To say that the biggest flashpoint of the automotive industry in 2021 is probably new energy vehicles. China's new energy vehicle market continues to lead the world. At the same time, great progress has been made in electrification, intelligence and networking, and China has become the largest market for intelligent and connected vehicles.
According to the data released by the China Automobile Association on January 12, 2022, the production and sales of new energy vehicles in China in 2021 reached 3.545 million units and 3.521 million units, respectively, an increase of about 1.6 times year-on-year, ranking first in the world for seven consecutive years; the market penetration rate reached 13.4%, an increase of 8 percentage points year-on-year. At the same time, the energy density of the power battery cell is close to 300 Wh/kg, and the system energy density is more than 200 Wh/kg; the market for passenger cars equipped with combined driving assistance systems accounts for 20%.
"The explosive growth of new energy vehicles was not expected at the beginning of last year, becoming the biggest highlight of the automotive industry last year." Fu Bingfeng said, "There is a view that the proportion of the new energy vehicle market reaches 15%, which may enter a period of rapid development and be widely accepted by consumers." So reaching 15% could be a small turning point. ”
Zhu Huarong and Fu Bingfeng both believe that China's new energy vehicles are entering a new stage of development from policy-driven to market-driven, showing a good development situation of "double improvement" of market scale and development quality. Caambiz expects that sales of new energy vehicles will reach 5 million in 2022, an increase of 47% year-on-year.
"China's new energy vehicle market has been cultivated for more than a decade. On the one hand, the supply side of innovative technology and product application to meet the needs of consumers; on the other hand, consumers used to wait and see whether new energy vehicles can work, and then gradually accepted, and now consumer demand has come up, so the growth momentum of new energy vehicles is very good. Fu Bingfeng said, "In the medium and long term, the blessing of intelligent networked vehicle technology and the innovation of business models will promote the popularization of new energy vehicles, especially the implementation of the 'double carbon' goal, and accelerate the progress of transformation, and the planning target of the proportion of new energy vehicles by 2025 is likely to be achieved ahead of schedule." But he reminded that in the process of the development of new energy vehicles, we cannot ignore new problems such as security risks in the industrial chain supply chain, such as chips, battery production capacity and raw materials, and charging infrastructure, and the layout should be "moderately advanced".
For the development of new energy vehicles brought about by the new round of new technologies, Zhu Huarong believes that there are the following characteristics:
The first is to develop synchronously with the international community and compete on the same stage, unlike the previous fuel vehicles, which are more followed. "Many enterprises in the industry have developed to this day, and have done a lot of basic research, because they found that there is no follower and they need to innovate on their own."
Second, the industrial ecology is completely different from the original. "We can see this in terms of R&D, production, manufacturing, use and industrial synergy. The degree of industrial synergy precisely reflects the advantages of the socialist system with Chinese characteristics. The coordinated development of government, industry and cross-industry can only be developed under the socialist system with Chinese characteristics. ”
Third, it has brought new opportunities for high-end and internationalization to Chinese brands. "We in the automotive industry have dreamed of being a high-end brand, and we've been dreaming of it for decades. Including Changan Automobile, it turned out that everyone had done a lot of exploration, but they could not keep up with others by taking the old road. Now the opportunity has really come, not only to do high-end brands, but also to quickly get market recognition. ”
Fourth, product innovation to today, user satisfaction continues to improve. "From the original government subsidies and guidance, to now enter the field of private consumption." The premise of private consumption is that the satisfaction of users should be high. The original mileage anxiety, product quality and other issues have been quickly solved. It is reported that in 2021, its private consumption accounted for nearly 80%; the average mileage of pure electric passenger cars increased from 253 kilometers in 2016 to more than 400 kilometers in 2021, and consumer quality satisfaction was basically the same as that of fuel vehicles.
Fifth, the industrial chain has achieved sustainable development. "The original new energy vehicles lost a lot of money, and now through the creation of new brands and products, the products of the new platform can almost make a profit without relying on points, or establish a new business model." Only when the product is profitable can the industry achieve sustainable development. ”
Sixth, the infrastructure facilities still need to be improved and optimized. "There are still some challenges, such as how to make charging facilities more reasonable. We need to re-optimize charging facilities and accelerate the resolution of user convenience needs. This is both a problem with the layout of the charging pile and a problem with the charging efficiency. The battery industry and vehicle companies, as well as other industries, need to join forces to solve these problems. It is understood that by the end of 2021, a total of 75,000 charging stations, 2.617 million charging piles, 1,298 replacement power stations, and more than 10,000 power battery recycling service outlets have been set up in 31 provinces and municipalities across the country.
Seventh, the "points" problem has slowly entered a state of healthy development. "At that time, there was indeed a problem of high point prices, but with the development, major enterprise groups are trying to solve it, and now they can solve it through their own new energy development." As for how to open up the problem of "integral" and "double carbon", he said: "The industry is studying with relevant government departments, but how to open up the specific needs a process, so stay tuned." ”
Zhu Huarong believes that these characteristics show that the future development of new energy vehicles is sustainable and has entered a new stage of accelerated development.
Obviously, new energy vehicles are the transformation and development direction of the global automotive industry, and it is also a strategic choice for the high-quality development of China's automotive industry. China has taken the lead in clarifying the national strategy for the development of new energy vehicles, seizing the development opportunity, and has achieved positive results.
Zhu Huarong, rotating chairman of the China Automobile Association and chairman of Changan Automobile, was interviewed by media reporters
Lack of core problem: the overall good, but can not be completely solved
In 2021, chip shortages have plagued the auto industry for an entire year. The problem of lack of cores has begun to break out since the end of 2020, and in 2021, the global automotive industry is deeply "core" pain, so many auto companies have reduced production and stopped production. Of course, there are many factors affecting the lack of core in automobiles, both due to the new crown pneumonia epidemic, sudden factories such as fires in chip production plants, and also affected by factors such as the cycle of the chip industry itself and the hoarding of chips by some companies. The end result is that automotive production capacity is affected by the lack of cores, which in turn affects vehicle sales throughout 2021.
"The chip problem has a great impact on the development of the automotive industry, and it can be said that it is the biggest variable element in 2021, which will affect production and sales by about 8%-10%. Of course, the specifics of each company vary. Zhu Huarong said that for the chip problem, all enterprises attach great importance to it, and the relevant ministries and commissions of the state and industry associations are actively studying countermeasures.
Zhu Huarong analyzed that in the short term, enterprises have achieved certain results in the process of "grabbing, pulling and forcing". It's a survival of the fittest process. "In the long run, this year will still have a great impact on the development of China's automotive industry, but this year is definitely better than last year, but it cannot completely solve the problem." At present, everyone is stepping up the research and development of automotive chips, but it may be difficult to solve in the short term, and all parties need to work hard and change the international supply environment. Only when everyone works together to overcome the difficulties together, I believe that this problem will be well solved in the future. ”
"The chip problem has its uncertainty and may affect the development of the automotive industry, but when we make market predictions in 2022, we find that there are many favorable factors and positive factors, so the problem of lack of cores may gradually ease, and the market-oriented mechanism will play a greater role." Fu Bingfeng said.
Fu Bingfeng pointed out that the long-term macroeconomic fundamentals of the mainland will not change, ensuring the sustained growth of the automobile market; the automobile market has great potential and the demand is still strong; the normalization of epidemic prevention and control has gradually weakened the market impact brought about by the epidemic; with the gradual easing of chip shortage, the automobile supply capacity will be further released; the demand for new energy vehicles is strong, further promoting the steady growth of automobile consumption. These are all positive factors that are conducive to the market-oriented mechanism to solve the problem of lack of cores.
In fact, the Ministry of Industry and Information Technology has also been actively responding to the shortage of automotive chips. For example, the establishment of automotive semiconductor promotion and application working group, the establishment of key vehicle enterprises production weekly report system, strengthen coordination of all parties, promote the improvement of automotive chip supply capacity; support industry institutions to build supply and demand information docking platform, upstream and downstream communication and coordination channels, strengthen direct communication and exchange between auto and parts enterprises and chip manufacturers, promote supply and demand docking; provide policy support in terms of financial funds, tax incentives and insurance compensation, and cooperate with the State Administration of Market Supervision to investigate and deal with hoarding in the field of automotive chips. Unfair competition behaviors such as price gouging, accelerate the construction of automotive chip standard system and the development of technical standards in subdivision fields, build a public service platform for automotive chip testing and application promotion, and actively create a good development environment. These measures play an important role in ensuring the stable and healthy development of the automobile industry.
At present, the world's major chip companies have been increasing the production and supply of automotive chips, and the new production capacity will be released in the second half of this year. The industry expects that the shortage of automotive chip supply will gradually ease in 2022.
Fu Bingfeng, executive vice president and secretary general of the China Automobile Association, was interviewed by media reporters
Independent brand: to seize the next 3-5 years of opportunity period
Chinese brand cars also performed well in 2021. According to data released by the China Automobile Association, in 2021, Chinese brand passenger cars sold 9.543 million units, an increase of 23.1% year-on-year, accounting for 44.4% of the total passenger car sales, and the share increased by 6 percentage points year-on-year. Among them, The sales of New Energy Passenger Vehicles of Chinese Brands were 2.476 million units, an increase of 1.7 times year-on-year, accounting for 74.3% of the total sales of new energy passenger vehicles. Obviously, the sales growth rate of Chinese brands is much higher than the average growth rate of the industry.
According to the 2021 sales data released by some automobile companies, Changan Automobile's sales volume was 2.3505 million units (including joint venture brands), an increase of 14.8% year-on-year, of which the sales of self-owned brand passenger cars were 1204199 units, an increase of 23.1% year-on-year. Zhu Huarong said: "Independent brands carry the banner, both scale and efficiency, and the dawn of transformation and reshaping is imminent. Geely Automobile's sales volume was 1328029 units, an increase of 1% year-on-year, while its Lynk & Co brand's first annual sales exceeded 200,000 units, and Geely's brand exports exceeded 110,000 units, an increase of 58% year-on-year; Great Wall Motors' sales volume was 1280993 units, its Haval brand sales were 770,000 units, and Euler's brand sales were 135,000 units; BYD's sales were 730093 units, an increase of 73.3%; FAW Hongqi brand sales reached a new high, reaching 300,600 units, an increase of 50% year-on-year. In 2017, its sales volume was only 4702 units.
According to some statistics, there are currently about 150 car brands in China. Zhu Huarong said: "I believe that some brands will be quickly eliminated. In recent years, the concentration of mainstream brands in China has become higher and higher, and the development has become better and better. The product quality of Chinese brand cars continues to improve, the reputation of service is getting better and better, technological innovation is accelerating, brand power is constantly improving, and brand value is more prominent. ”
Zhu Huarong believes that brand power is finally manifested in the price gap. For example, compared with international brands, the original 30% gap between China's own brand compact cars and now only 15%; the price of mainstream Volkswagen models of Changan, Great Wall, Geely and other brands is comparable to that of Volkswagen and Toyota. Of course, there is still a big gap in the price of SUVs.
At the same time, Zhu Huarong said: "The structure of brand users has also changed. The original users of joint venture brands and independent brands do not match the boundary, and now they are competing on the same stage. For example, in some of our models, 40% of the users are transferred from the joint venture brand. Users originally planned to buy a joint venture brand, but after watching the joint venture brand, they finally reselled their own brand, which is particularly gratifying to us, indicating that Chinese brands have already produced a strong attraction to users. ”
Why do users choose Chinese brands now? Zhu Huarong believes that there are the following reasons:
First, Chinese brands have rapidly adjusted and accurately grasped the new round of strategic opportunities in the automobile industry. "Many companies have done full market research in the process of product development and positioning, and they are all personally grasped, often communicating with users, and even directly establishing WeChat groups to listen to users' opinions and suggestions at any time." We sometimes say that users of Chinese brands are happy and can communicate directly with the top leaders of the company. This communication is straightforward, eliminating a lot of cumbersome links, and can quickly respond to user concerns, services, etc. In this way, Chinese brands can form differentiated competitiveness, rather than fighting a price war hard and so on. ”
Second, in the process of transformation, Chinese brands have rapidly invested in the field of research and development and formed independent systematic capabilities. "At present, Chinese brands have fully possessed independent research and development capabilities in terms of vehicles, bodies, chassis, engines and transmissions, and their technical capabilities have been fully constructed. In fact, in the past 15 years, independent brands have really begun to develop. ”
Third, Chinese brands have completely solved the difficult problems in the original product quality, and the product quality even exceeds the level of some international brands. For example, the failure rate of thousands of cars, most of the international brands are about 8-10, and now some Chinese brands have reached 5-7, exceeding the industry average. Compared with international brands, "not similar to you, but already better than you". In terms of service, the advantages of Chinese brands with high efficiency, fast speed and good service are also becoming increasingly prominent. In the new round of competition, Chinese brands can move forward and compete on the same stage in parallel with international big brands.
Fourth, Chinese brands are accepted by new consumer groups, especially the post-90s and post-00s. "Chinese brands in the field of new energy and intelligent network new technology to seize the opportunity, product innovation continues, gradually formed an innovative advantage, has now formed a beautiful shape, high value, high technical configuration, new technology applications and other brand characteristics, to meet their new needs, let them very trust." New consumer groups are driving the consumption of Chinese brand cars. ”
In recent years, the "upward" development of Chinese brands has also been witnessed by all. As for how to achieve a breakthrough in the upward movement of the brand, Zhu Huarong said that strategically, Chinese brands will accelerate strategic transformation or ability reshaping. In the direction, it is necessary to accelerate the transformation to the characteristics of intelligent, new energy, low carbon, travel services and technology companies; products, we must accelerate the development of intelligence, electrification, networking, lightweight and "healthy" direction, because the car is transforming and upgrading from hardware to software, and the capability structure needs to be reshaped; branding, it is necessary to seize the opportunity of new marketing reform and march into the high-end market. "Chinese auto brands should accelerate breakthroughs and innovations on new tracks, help brands move upward through the value of products and services, and promote the development of healthy competition in the automotive industry."
"The upward development of Chinese brands is the common expectation of everyone, all independent brands are working hard in this direction, and the relevant competent departments of the government also attach special importance to the upward development of Chinese brands." Fu Bingfeng said that the China Automobile Association and relevant ministries and commissions of the state have been thinking about this issue and have done a lot of work. For example, under the guidance and support of the Ministry of Industry and Information Technology, the 2021 China Automobile Association organized the "2021 Special Action for the Upward Development of Chinese Automobile Brands", including the first in the industry to carry out a brand tour of Chinese automobile brands under the same theme of "See Chinese Cars", the establishment of a joint meeting of chief brand officers of Chinese automobile enterprises, and the holding of special activities such as the Theme Forum on Chinese Brand Development, which achieved good social repercussions.
Fu Bingfeng said that in 2022, the China Automobile Association and the Ministry of Industry and Information Technology will continue to promote the "special action for the upward development of Chinese automobile brands" with "technological breakthroughs and innovations" as the main line to further enhance the influence and overall image of Chinese automobile brands.
"Chinese brands should seize the historical opportunity, especially the opportunity period of development in the next 3-5 years, seize the international market, and accelerate the brand upward." Zhu Huarong said, "Chinese auto brands should be stronger, better and bigger, and their own brands will surely stand out." I believe that in the next 10 years, world-class Chinese brands will be born. ”
New forces in car-making: Winning with innovation and rapid response
The private echelon represented by Weilai, Xiaopeng, Ideal, Nezha, etc. and the new car-making forces of the state-run echelon represented by Lantu and Aian will be very active in 2021, especially the maverick foreign brand Tesla is very eye-catching. In the past two or three years, a number of new brands have emerged, and their performance is very market penetrating. The September 2021 issue of "Automobile Vertical and Horizontal" also made a cover article "Seven-year Itch of New Car-Making Forces", which comprehensively and deeply interpreted the development progress of new car-making forces, and interested readers can read the contents of that issue in detail. It can be seen that some new car-making forces have gradually gained a foothold in the industry after several twists and turns, and have become a strong force that cannot be underestimated in the future of the automotive industry.
According to the data released by the China Automobile Association, in 2021, new car manufacturers sold a total of 947,000 vehicles, an increase of 2.2 times year-on-year, and the market share was 3.6%, an increase of 2.4 percentage points year-on-year. The monthly sales of some new car-making forces began to exceed 10,000 units, and the annual delivery volume moved to 100,000 vehicles. According to the 2021 sales data released by the company, Xiaopeng delivered 98,200 units, an increase of 263% year-on-year; NIO delivered 91,400 units, an increase of 109.1% year-on-year; the ideal delivery volume was 90,500 units, an increase of 177.4% year-on-year; Tesla's global delivery volume exceeded 936,000 units, an increase of 87.4% year-on-year. It can be seen that some new car-making forces have begun to gradually process "growth period", emerging in market segments, and playing an important role in the process of industrial transformation and upgrading.
How should we view the impact of the new forces of car manufacturing on the ecological development of the automotive industry? Fu Bingfeng made an analysis from the following aspects:
First, the new forces of car manufacturing have many innovative ideas. "These concepts are also the direction that our traditional car companies have been going, but they are implementing them quickly. Many things are not unexpected, in fact, they can think of, but they react quickly. Move fast to win. ”
The second is to study customer needs in particular, and to achieve strong customer stickiness. "They are responsive and have a strong focus on software innovation, and they can quickly gain acceptance from customers."
Third, there is no burden of traditional enterprises. "In the past, traditional automobile companies had mediocre baggage in all aspects, but they didn't have that kind of baggage, not in terms of assets, not in terms of social responsibility.
The fourth is to use the industrial foundation laid by traditional automobile enterprises. "They use the technology of traditional auto companies, as well as traditional auto companies to cultivate good supply chains and talents." The executives and experts of the new car-making forces are either from domestic traditional car companies or from foreign car companies, and have also attracted many experts engaged in software development and hardware technology innovation, including chips. ”
Of course, the progress and "shining points" of the new forces of car manufacturing, traditional car companies are also in the eyes, and from the initial inaccessibility into their "eyes" to now also began to learn with an open mind. In this joint interview, Zhu Huarong joked: "Traditional car companies quickly learn some advantages, including new forces to build cars, and I think it is quite similar to learning." ”
Zhu Huarong also revealed: "Why should I engage in a joint venture with Li Bin? Jokingly, Li Bin said that he wanted to subvert us, and I wanted to see how he subverted us? Thus 'giving birth' to an Avita. Realistically speaking, without that round of cooperation, Avita would not have been 'born' today. Recently, there are many traditional car companies cooperating with Internet companies. Now everyone has begun to infiltrate each other, and the new forces are learning from traditional automobile companies, and traditional automobile companies are also learning from new forces. At present, china's auto market has two camps of independence and joint venture, traditional forces, new forces and ICT forces. I believe that everyone has their own advantages, and the best way to develop is win-win cooperation. ”
Reform of state-owned enterprises: Short-term goals and medium- and long-term goals should be well balanced
On the topic of state-owned enterprise reform, Zhu Huarong openly and frankly talked about his views.
Zhu Huarong said: "After so many years of continuous reform of state-owned enterprises, especially after the Eighteenth National Congress, the basic problems of state-owned car enterprises have now been solved, the problem of adapting to market development has been basically solved, and it has given full play to its due role." Whether it is scale development, technological innovation, or independent brand development, it has made rapid progress and has become the mainstream of China's automotive industry. For example, T3 travel, which was set up by the three central enterprises, quickly adapted to the needs of a new round of market development. ”
In Zhu Huarong's view, in the field of intelligence and new energy, on the whole, it maintains the same level of competition with the world, especially in terms of electric drive and electronic control, almost from hardware to software are independently developed. From the perspective of the Chinese market, new energy vehicles and intelligent networked vehicles are at the international leading level.
This "basic problem" mainly refers to three institutional reforms, including the problem of employee income, the problem of cadres being able to go up and down, and the problem of employees being able to enter and exit. Zhu Huarong said: "This is no longer a problem. In fact, many state-owned enterprise cadres can do better than some private enterprises, and some maintain a 10% elimination rate every year. However, the specific income is not convenient to disclose, and some talents in high-tech industries are circulating in our industry. ”
Zhu Huarong stressed: It is not enough to merely stress ideals and convictions, but material incentives, spiritual incentives, and ideal incentives are equally important. "Some state-owned enterprises not only implement a series of equity incentives, but also carry out project incentives for core backbones, and some projects have been incentivized by hundreds of millions of yuan. This is very motivating to motivate engineers and related professionals. In recent years of reform, the advantages of state-owned enterprises have been further highlighted, and the loyalty and satisfaction of employees to the enterprise have been continuously improved. "A three-year reform action plan for state-owned enterprises is currently being implemented. He laughed and said: "I have recently been working on this work and writing papers. It seems that the progress of my thesis writing is going to accelerate. ”
Regarding the development of state-owned car companies, Zhu Huarong said that the short-term goals of enterprises and the medium- and long-term goals should be balanced.
On the one hand, from the perspective of international assessment, the assessment of state-owned enterprises may be generally short-term, while the automobile industry is a long-term industry, and many of today's achievements are actually the results of operation three or four years ago, and some times are even earlier. Zhu Huarong said: "Therefore, business leaders must consider the development plan for the next 5 years and 10 years. Only in this way can it develop benignly. Of course, there must also be an annual short-term plan to assess annual sales, profits and revenue. In the automotive industry, it's not appropriate for business leaders to serve only three or five years, because a product cycle is five or six years. Although the product cycle was originally 6 years, it has now been shortened to 4 years and 5 years, but it still can't finish the product cycle, and the term of office has ended. ”
On the other hand, it is necessary to strengthen the value indicators in the reform of state-owned enterprises. Zhu Huarong said: "We originally talked more about revenue, profit, too short-term, and the company is ultimately in value creation." For example, we invest a lot of technology research and development this year, but in the next 3 years, 5 years or even 10 years to show value. This type of indicator should be introduced into the assessment. ”
"Leaders of state-owned enterprises should fully balance short-term interests and medium- and long-term interests, rather than sacrificing long-term interests for short-term interests, or feel that the next 5 or 10 years are too long to invest." Such problems should be avoided during the assessment. Zhu Huarong said that in fact, these problems can be solved, and enterprises have many solutions. For example, letting some core employees' income be deferred by 3-5 years can solve the problem of long-term development.
In addition, from the SASAC to the first-level central enterprise group, and then to the second-level group, the management delegation is carried out, including optimizing the board of directors, so that the board of directors can play a greater role. Zhu Huarong said: In the building of a sound party style and a clean and honest government, we can further strengthen parallel supervision to meet the needs of the development of market competition. "Parallel supervision does not affect market efficiency and market-oriented development. Comprehensive measures can further bring into play the advantages of state-owned enterprises. ”
Automobile exports: more than 2 million units for the first time
Another highlight of China's auto industry in 2021 is that automobile exports have reached a record high. According to the data released by the China Automobile Association, automobile exports reached 2.015 million units in 2021, an increase of 101.1% year-on-year, accounting for 7.7% of total automobile sales, an increase of 3.7 percentage points year-on-year. From the perspective of subdivided models, passenger car exports were 1.614 million units, an increase of 1.1 times year-on-year; commercial vehicle exports were 402,000 units, an increase of 70.7% year-on-year; and new energy vehicle exports were 310,000 units, an increase of 3.0 times year-on-year, exceeding the historical cumulative export total.
Fu Bingfeng said: "In the past decade, China's auto exports have been hovering around 1 million vehicles, and in 2021, it exceeded 2 million for the first time, achieving a historic leap, and China's auto industry is entering a new stage of global development." It is reported that relying on the global industrial layout, Chinese brands have entered more than 170 countries and regions around the world, and entered developed countries and regions such as Europe, the United States, Japan and South Korea.
"The export problem fully shows that our electrification, especially intelligent, is relatively advanced in industrial transformation. It is inevitable for foreign users to accept Chinese brands. Fu Bingfeng said: "China's own brand enterprises have never given up exports, although the pace is very difficult. This dedication is finally coming to fruition. ”
As for why China's automobile export performance in 2021 is eye-catching, Fu Bingfeng summarized the following factors: the exports of Chinese brand automobile companies have shown rapid growth, of which among the top ten export enterprises, compared with the same period in 2020, 9 Chinese brand automobile companies have shown rapid growth; passenger cars and commercial vehicles have grown rapidly, of which passenger cars have increased by 1.1 times, commercial vehicles have increased by 70.7%, buses and trucks have shown rapid growth; the explosive growth of new energy vehicle exports is mainly concentrated in Belgium, the United Kingdom and Germany Developed countries such as France and Norway; direct investment models have played an important role, such as SAIC, Great Wall, Geely, etc. have all laid out factories overseas, not only taking root overseas, but also laying a solid foundation for future development. Together, these factors are driving the development of Chinese brand cars in overseas markets.
Zhu Huarong said: "Chinese auto brands should firmly grasp the general trend of intelligent and new energy development, strengthen the strategy of going out, and accelerate the development of markets to developed countries such as Europe and the United States, so as to occupy a good position in the global market." ”
It is understood that the China Automobile Association gives full play to the role of the industry exchange platform, actively promotes cooperation with international exchange platforms such as OICA and APEC Automobile Dialogue, and actively carries out work in regulatory certification, tariffs, overseas finance, logistics and transportation, intellectual property protection and brand cultivation, etc., to help the development of Chinese brand automobiles in overseas markets. Fu Bingfeng said that the mainland's automobile exports will usher in a period of rapid growth, and it is expected that the growth rate of automobile exports will be about 20% in 2022.
In short, under the background of the overall stable and sustained recovery of domestic macroeconomic operations, China's auto market in 2022 is still worth looking forward to. Caucus estimates that China's total auto sales in 2022 will be 27.5 million units, up about 5.4% year-on-year. Fu Bingfeng said: "The automotive industry is in a critical stage of transformation and upgrading, and the development resilience of the mainland automotive industry will continue to be maintained, and the overall development will remain steady. At the same time, the mainland automotive industry will continue to actively embrace a new round of scientific and technological revolution and become a leader in promoting the transformation and upgrading of the global automotive industry. We are firmly moving towards being a world automotive power. ”