[News-Oxcart Network]
Seeing that the one who was going to go to Mars had become the richest man in the world, the "giant elephant" was anxious, and did not turn around, "I became a stand-in!? (Huang Silang) So, invest money, build factories, electrify... It's all on the table.
The sixth article in the year-end inventory series of Oxcart.com focuses on the major transformation strategies released by "traditional" multinational car companies in the past year. (Note: Sorted by release time)
Jaguar Land Rover Reimagine (Reinventing the Future) Strategy (16 February)
Keyword: electricity
Key messages: "Performance Jaguar" will be fully transformed into a pure electric brand in 2025; "Off-road Land Rover" will launch six cars in the next five years, the first electric vehicle will also be launched in 2024, and an investment of 2.5 billion pounds in electrification-related areas.
Comments: Although Tesla is under the banner of luxury, it swings its knife straight to Toyota and Volkswagen. The veteran British giants will not be hindered head-on for the time being, but it prepares for the rain with the calm and carry on carved into dna.
The so-called "future" is still electrification. Smash a reimagined space with £2.5 billion to see if it can become the "most profitable luxury brand" in 2026, while achieving an EBIT margin of more than 10%.
Ford's "Ford+" program (May 26)
Keywords: capital rebirth
Key information;
Invest more than $30 billion in electrification businesses, including battery development, by the end of 2025;
It is estimated that by 2030, pure electric vehicle sales will account for 40% of global sales;
It is expected to achieve an adjusted EBIT margin of 8% in 2023.
Comments:
As Ford's programmatic guide for the past year, the release of the "Ford+" program was chosen on the capital markets day. The tide of new energy wealth has swept Through Wall Street, and the two century-old stores of Ford and GM have seen their little brother Tesla ascend to the throne of the richest man, and finally they can't stop the sluggish trend of the stock price.
On May 26, the electrification transformation strategy was officially released, and as of press time, Ford's stock price rose by 47.75%. During this period, Ford's market value even exceeded $100 billion at one point, reaching a historical peak. Although it is still not as good as the electric upstart, the old money still sees vitality in the turn.
Volkswagen 2030 NEW AUTO Strategy (July 13)
Keyword: ambition
Key information:
Objectives ——
In 2030, the carbon footprint of each vehicle over its entire life cycle will decrease by 30% compared to 2018, and the share of pure electric models is expected to rise to 50%;
By 2040, all new vehicles sold in major markets around the world will be close to zero emissions; by 2050 at the latest, carbon neutral.
2025 Operating Return on Sales Expectation: 8-9% (previously 7-8%)
Implementation -
In 2021-2025, allocate €73 billion to invest in future technologies, accounting for 50% of total investment;
Cut fixed costs by 5% and material costs by 7% over the next two years;
To build a next-generation mechatronics platform: the SSP platform, on which pure electric models will begin to be produced in 2026;
Build Volkswagen's new MEB plant in Anhui, which will be put into operation in the second half of 2023, into a local production base for the SSP platform, including a new R&D center under construction;
Investment of 800 million euros to establish a new R&D center in Wolfsburg;
Cariad, the software division, will start to develop three software platforms in the next five years, and by 2025, release version 2.0 of the E3 architecture;
By 2030, 37 million Volkswagens will have their own operating system: VW.OS;
In 2025, the first self-driving mobility service is planned to be offered in Europe, and it is expected that the total profit of the EU5 countries alone in the "mobility-as-a-service" market will reach $70 billion by 2030;
By 2030, establish autonomous vehicle fleets and expand related mobility and financing businesses;
The introduction of standard batteries, which is expected to reduce costs by 50% by 2030 and be used for 80% of electric vehicles of its brands;
By 2030, the total annual production capacity of six super battery factories in Europe will reach 240 gigawatt hours;
18,000 88V high-power charging piles will be built in Europe, 17,000 in China, and 10,000 in the United States and Canada.
Hardware platform, software architecture, automatic driving, battery systems, charging systems, travel services... Volkswagen's spring breeze of reform has blown to the corners of the group.
According to Electric Planet, the CFO of Nippon once compared Disis to Tan Sitong of Volkswagen in private exchanges. About "having the heart to kill the enemy, unable to return to heaven" is him, "I smile from the horizontal knife to the sky, to leave the liver and gallbladder two Kunlun" is also him.
After the infighting, Dies gained a foothold and led the world's largest automotive group to play a big game. Volkswagen has issued many strategic plans before and after, but for the first time, such a wide coverage and transformation as "2030 NEW AUTO" is still the first time.
Last year, the total sales of the Volkswagen ID. family in China was 70,625 vehicles, compared with Xiaopeng's sales of 98,155 units in 2021, 91,429 units in Weilai, and 90,491 vehicles in ideal, while Tesla rushed to 320743 vehicles.
The public electrified "ALL IN" with admirable boldness and ambition, but implementation, Sino-foreign coordination, and even the remaining power struggles may become more difficult problems to solve.
Mercedes-Benz: From "Electric First" to "Fully Electric" (July 22)
Keyword: speed up
In 2022, all segments will offer pure electric models;
From 2025 onwards, three pure electric model architectures will be released: MB.EA, AMG. EA and VAN.EA, at that time all newly released models will have a pure electric platform, and each model will be provided to customers with a pure electric version;
By 2030, in the market where conditions permit, achieve full electrification;
Cooperation in the construction of 8 new super battery factories to meet the capacity of 200 gigawatt hours (GWh) batteries;
In 2022, all Mercedes-Benz operated passenger car and battery plants will achieve carbon-neutral production;
In 2022-2030, more than 40 billion euros will be invested in pure electric models.
Vision EQXX with a range of more than 1,000 kilometers has been released, for the viewer, Mercedes-Benz with heavy capital and electric is more like a sign, the profit kings of the fuel car era are fully turning, how far is it from the final subversion of this generation?
Honda's China Electrification Strategy (October 13)
Keywords: China
Released pure electric brand "e:N";
Launch 10 pure electric vehicles in the Chinese market in the next five years;
In 2030, only pure electric and hybrid models will be sold in China, and no fuel vehicles will be put on the market.
In April 2021, Honda sent away former president Takahiro Hachigo, who insisted on the hybrid route, and new president Toshihiro Mibe announced on the same day that honda's center would be shifted to electric vehicles and hydrogen fuel vehicles, and by 2030, the sales of these two power models will reach 40%, 80% in 2035, and 100% in 2040.
The new company grew up to be bold, and Honda is naturally imposing enough to list the strategic plan for the current world's fastest-changing Chinese market. But even so, the awkward "e:N" doesn't even Chinese name.
Nissan Vision 2030 (November 29)
Keywords: large new energy all solid-state battery
Invest 2 trillion yen in the next five years to promote the process of electro-drive and make breakthroughs in the field of solid-state batteries;
Launch 23 electric drive models by FY2030, including 15 all-electric models;
Launch of 20 pure electric models and models equipped with e-POWER technology in the next five years;
By fiscal 2026, sales of electric-electric models in Europe, Japan and China will account for 75%, 55% and more than 40% of the total sales of models in their respective markets, respectively, while in the UNITED market, pure electric models will account for 40% of total model sales by fiscal year 2030;
In fiscal 2028, battery costs were reduced by 65%;
In fiscal 2028, launch of models equipped with all-solid-state batteries;
In fiscal 2026, Nissan's global battery capacity increased to 52 gigawatt hours (GWh) and in fiscal 2030, it increased to 130 gigawatt hours (GWh);
In fiscal 2026, Nissan and Infiniti brands will have a total of 2.5 million vehicles equipped with the ProPILOT system, and in fiscal 2030, the new model will be equipped with next-generation lidar systems.
Expand the "Nissan EV36Zero" electric vehicle hub model to core markets such as Japan, China and the United States;
Achieve carbon neutrality by 2030, and carbon neutrality in the whole industry chain and life cycle by 2050.
With modest new energy vehicle sales targets and long-term carbon neutrality plans, Nissan's "2030" looks like the least "automotive" strategic plan. However, the imagination space brought by the all-solid-state battery on the car has pulled people's attention back to the automotive field. Between macro and micro, it remains to be seen whether steady progress can gain a foothold in drastic changes.
Toyota "byond Zero" (December 14)
Keyword: awakening
By 2030, a total of 8 trillion yen (about 448 billion yuan) will be invested in technology research and development and equipment, of which 4 trillion yen (about 224 billion yuan) will be used in the field of pure electric power;
Launch 30 new energy vehicles (pure electric, plug-in hybrid, hydrogen fuel and ordinary hybrid) by 2030;
In 2030, the annual sales volume of electric vehicles reached 3.5 million;
In 2030, Lexus took the lead in becoming a pure electric brand.
At the 2019 Shanghai Auto Show, Toyota initially unveiled its electrification transformation strategy.
At that time, Toyota said that at the product level, it will first introduce self-developed mass-produced pure electric models in China, and plans to launch more than 10 pure electric models worldwide in the first half of the 2020s (roughly understood as before 2025); in 2030, global sales of electrified vehicles will reach more than 5.5 million.
However, the original 2020, the first year of Toyota's electrification, opened up many uncertainties that continue to this day - the well-known "black swan" has caused the global auto market to be in a state of stagnation, even if the new forces such as Tesla, which is now booming, cannot predict whether they can survive 2020.
In the last month of 2021, the head of Akio Toyoda finally announced a comprehensive electrification transformation strategy and released 16 pure electric models in one go.
Toyota finally obeyed under the electric trend, tilting the ambitious goal of carbon neutrality to pure electric models, but as everyone knows, Zhang Nan still leaves a back road for himself: "What kind of car to choose, the decision is not in us, but in the local market and consumers." We want to provide consumers with as many options as possible before the final correct route is clear."
Whether it is ALL IN or left behind, "Toyota of the world" is finally actively embracing electrification. Unlike the Volkswagen Group's all-round layout without dead ends, Toyota is still old-fashioned vertically integrated, steady and steady, and controls the technology in its own hands - half of the 8 trillion investment is used in the field of pure electricity; of the 4 trillion investment in the field of pure electricity, 2 trillion yuan is distributed to the battery - the part with the highest cost of electric vehicles.
For Toyota, which launched the world's first mass-produced HEV model, the Prius, as early as 1997, the shift to pure electric seems to be just a matter of "whether you want to or not". However, at least in the Chinese market, after 2022, the competition for new energy vehicles in China is not only electric, but also smart that is not tired of how to say.
Write at the end
At the 2020 GM EV DAY, Detroit's "Iron Lady" Mary Bora announced a series of transformation initiatives, last year the Otene platform officially entered China and will serve as the main support for SAIC-GM's transformation; Volvo emphasized the goal of full electrification in 2030 in sporadic releases; BMW delineated the "three-step" transformation stage at the annual earnings conference...
Up to now, almost all international brands have announced their transformation goals in the era of electrification, and the centralized oath of the past year is both an unstoppable representation of the momentum and the last attempt of the giants to resist.