Lead
Introduction
From a more macroscopic perspective, it is not difficult to see that the idea of building a "two-bedroom and one-room" structure proposed by China and France is based on a higher quality and longer-term development perspective, not just a simple "separation of families" on the surface, after all, reform is only a means and not an end.
Author 丨 Xu Jinkai
Responsible editor 丨 Xu Jinkai
Edit 丨 Chic
Once again, the dragon was pushed to the cusp of the storm.
With the continuous deepening of the internal "organizational structure" adjustment, Shenlong has become the main object of extensive discussion in the industry. It has been revealed that the "two rooms and one hall" model will be used internally by Shenlong, that is, under the condition that the existing stock ratio remains unchanged, China and France will dominate the two major brands of Dongfeng Peugeot and Dongfeng Citroen respectively. This news coincides with the previous revelation that the French side accounts for 75% of the equity of Dongfeng Peugeot and the Chinese side accounts for 75% of the equity of Dongfeng Citroen under the premise of maintaining the 50%:50% equity ratio between China and France.
For a time, the discussion of "the separation of the family of the dragon" arose, and such speculation was similar to the tone of the previous "Sino-French discord" that caused the sales of the dragon to decline.
Is there really such a big gap between China and France? How is the "two rooms and one hall" plan implemented? Is the dragon really reduced to a foundry? It was as if overnight, the dragon that had just achieved good results had been beaten back to its original point, quietly waiting for the baptism of the storm. When the author threw such a question to the relevant people of DPCA, he got a "negative" answer.
"The liberalization of the joint venture share ratio has no impact on DPCA!" An insider of DPCA motor said, "The 'two-bedroom and one-hall' scheme circulating in the anecdote has not yet been conclusive, but it is only an option for both shareholders to discuss." The basis of its discussion is the exploration of a new joint venture cooperation model under the background of the liberalization of the joint venture stock ratio in the Chinese auto market, which makes the brand more Chinese and more in line with the needs of the Chinese market. This may not be a good choice for the stabilization and improvement of the DPCA. ”
From this answer, it is not difficult to see that long-term development is the basis of the structural adjustment that China and France plan to make to Shenlong, if you extend the timeline, you will gradually find that what is the original intention of both shareholders is more important than how to change. In other words, there is no need to stick to the current form, and how to get more and better development in the long run is the consideration of both China and France.
Another journey in the middle of nowhere
To this day, the disparity between China and France has led to a sharp decline in DPCA, which is still the main basis for many industry insiders to comment on the development of DPCA in the past few years.
Indeed, the dragon was indeed injured, from the peak of 700,000 vehicles in 2015, all the way down, in just 5 years fell to the level of 50,000 vehicles, accompanied by drastic changes in people, frequent substitutions became the first step for China and France to "save" the dragon.
"There are not many people who are poor." The mutual suspicion corresponding to the continuous decline in market share has also become the main talk of the industry to discuss the "Shenlong problem", and it seems that it is not too much to use "zhen huan biography in the automobile circle" to describe the state of Shenlong at that time.
Frequent personnel changes, or the game of mutual distrust between China and France, are actually appearances, and letting the dragon return to the track is the original intention of both shareholders.
Until the DPCA fell to the level of 50,000 vehicles per year, coupled with the withdrawal of weak brands such as Suzuki and Renault, the industry's expectations for DPCA have become lower and lower, and even marked it as "the next exit from the Chinese market".
But such expectations did not occur, on October 24, 2020, the huge DPCA Automobile Culture Festival was officially held, and Chen Bin, general manager and party secretary of DPCA Automobile Co., Ltd., who had just taken office, released the "Yuan + Plan" and the Five Hearts Guardian Action at the scene, and forced the implementation of this policy by opening a general manager complaint hotline. At the same time, the French side also realized that the substitution and dispute could not save the Dragon, so it suspended the general manager of the DPCA.
In this context, the spirit of the Dragon people was awakened, and at the end of 2020, it ushered in the first positive year-on-year growth since the decline of 30 months, followed by the advent of the Versailles C5X, and the DPCA car gradually opened the road back to the track.
From such a transformation process, it is not difficult to see that both China and France have a heart to make DPCA bigger and stronger, but they are too eager when there is a problem, which has formed a state of mutual distrust such as "you do what you go up", and when this state has changed, coupled with the implementation of a series of rectification measures by Chen Bin, DPCA has gradually moved towards the track of positive development.
Create more opportunities and possibilities
It is undeniable that the dragon came back to life under the leadership of the Chinese side, but after this? Where should DPCA go?
And the current automotive industry is on the eve of great changes, the tide of intelligent electric vehicles swept in, looking at the global market, China is in a clear leading position in this "smart car revolution", which is not only reflected in China's "Wei Xiaoli", Huawei, DJI, BAT and other "Internet" companies to join, but also reflected in the traditional car companies such as Nissan, in the field of vehicle intelligence began to feed the world's feats.
"From Being In China for China to Being in China for the World" will become a problem that every traditional car company seeking future development must face.
Shenlong is also faced with such a choice, which has led to the discussion of the "two rooms and one hall" organizational structure between the shareholders.
From china's point of view, the implementation of the "two rooms and one hall" model can prompt DPCA to absorb more advantages from the Chinese market, especially China's advantages in electrification, intelligent networking, software, etc., so that products can better adapt to the Chinese market and bring more suitable and better products to Chinese consumers.
From the perspective of the French side, the "two rooms and one living room" model can share Dongfeng's excellent achievements in the field of intelligence and electric power on the one hand, and on the other hand, it can also continue to export its accumulation in the fields of design and manufacturing to the Chinese market through the leading brand of Dongfeng Peugeot, and establish a more original circle of French car culture.
From the perspective of Both China and France, the way each leads a brand will also make the brand operation more efficient, flat, pragmatic and autonomous, so why not enjoy such a multi-pronged move?
From such a more macroscopic perspective, it is not difficult to see that the idea of building a "two-room and one-room" structure proposed by China and France is based on a higher quality and longer-term development angle, not just a simple "separation of families" on the surface, after all, reform is only a means and not an end.
No matter from what point of view, on the issue of the future development of DPCA, china and France are inseparable from each other, the French side can not give up the temptation of China, the world's largest market, the Chinese side without the support of the French side can not get effective support, simply on the basis of long-term development, mutual understanding, give each other a chance, DPCA or will achieve unexpected results.
| Xu Jinkai |
Moving forward in the midst of possession and loss...