Lead
Introduction
Shenzhen, which has both certain manufacturing capabilities and intelligent development potential, is a combination of Detroit and Silicon Valley, and with the gradual deepening of industrial integration, Shenzhen has the strength to lead China's intelligent automobile industry forward.
Author 丨 Xu Jinkai
Responsible editor 丨 Yang Jing
Edit 丨 Chic
First of all, it is stated that the name of Shenzhen Intelligent Automobile Capital was not robbed by ourselves, but was sealed by us.
As early as three or four years ago, "Automobile Commune" has been discussing a topic intermittently, who is detroit in the East? From Changchun, Wuhan and Chongqing, where the traditional automobile industry is strong, to Hefei, Guangzhou, etc. when new forces are rampant, all of them have become the object of our systematic investigation.
From the distribution of car companies, to the performance of enterprises, to the abundance of the entire automotive industry chain, after such a multi-angle, more three-dimensional investigation, but failed to come up with a clear answer, everyone wants to become Detroit, but it seems that no one is qualified to take on this heavy responsibility.
First, because the automobile market changes too fast, taking Chongqing as an example, the prosperity of Changan Ford and the existence of many small and medium-sized car companies such as Xiaokang, Lifan, and Siwei have made Chongqing's automobile industry have achieved vigorous development, but the market changes too fast, the rapid decline of Changan Ford, and the withdrawal of Suzuki, Lifan's change of ownership, etc. Successive market changes, so that Chongqing's automobile industry is less glorious in the past, and bidding farewell to Detroit has also become a choice that Chongqing does not want to see.
Secondly, the integration of the automobile industry and the Internet is getting higher and higher, the previous "Detroit" style of relying solely on the development model of automobile manufacturing can not meet the needs of the development of the era of intelligent cars, and the development pattern of Detroit + Silicon Valley can lead the era of intelligent cars. In other words, with the rise of automobile intelligence, the significance of simply examining the manufacturing end has become lower and lower, and more and more needs to increase the consideration of intelligence, after all, the automobile industry that can "go online" in the future is the key to dominating the intelligent automobile industry.
In this way, Internet cities such as Hangzhou have also been included in the scope of competition, but after careful comparison, the vast majority of small partners are more inclined to Shenzhen is the leader in the development of intelligent vehicles in the future, after all, compared with Hangzhou and Shanghai, the current industry in Shenzhen is more abundant, and this is the basis for the development of future intelligent vehicles.
The end of the industry is car building
To paraphrase Li Xueqin's famous saying last year, if the end of the universe is Tieling, then the end of the industry is to build cars, and this feature has been vividly displayed in the past few years.
As early as 2014, Jia Yueting announced that he had officially entered the car-making field, and the automotive industry had set off a new round of car-making movement, and after eight years of development, new car-making companies have gradually found their due development path.
Still clearly remember, in the rise of this batch of new car-making forces, the domestic market has given birth to the biggest scandal in the automotive industry - fraud, in the context of the state's strong support for the development of the new energy industry, many companies fish in muddy waters, with the left hand to the right hand of various tricks, cheating new energy subsidies, which are many familiar in the industry car companies.
However, with the proposal of the "new four modernizations", based on electrification to network as the condition, to create an intelligent, shared development pattern, has gradually become the consensus of the industry, in this context, in the past two years to join the field of car manufacturing enterprises gold content is also getting higher and higher.
From Evergrande and Baoneng in the field of real estate, to Huawei and Xiaomi in the mobile phone industry, to BAT's participation in the development of smart cars as an intelligent supplier, they have greatly increased the focus of smart cars. Among them, Evergrande, Huawei, and Tencent are all from Shenzhen.
Whether it is the real estate that has been in the limelight or the gradual saturation of the mobile phone market, it is invariably taking smart cars as the next growth point of the enterprise. This is because the development of real estate and mobile phones has reached a "bottleneck period", and it is difficult to make new breakthroughs, and the second is because smart cars have huge development potential, in addition, in the macro context of the state's proposal to "return to manufacturing", the development of smart cars is also the embodiment of keeping up with the pace of the country.
In this way, in the case of the uncertain development of its own industry, a large number of "laymen" have set their sights on the field of smart cars, in addition to the previously mentioned Evergrande, Huawei, Tencent, DJI is also a fierce role that cannot be ignored.
Running has entered the era of smart cars
In addition to the cross-border car manufacturing of many large enterprises, the practice of many small companies in Shenzhen to cut into the intelligent car market from a unique perspective cannot be ignored.
Recently, there is a thought-provoking paragraph on the Internet, saying that in Shanghai, about the cooperation to have dinner on the weekend, the response was "weekend, not good, the weekend is with the family." In the same situation in Shenzhen, "Shenzhen people" will come out with their children and talk about things together. Although it is a simple paragraph, it shows the characteristics of Shanghai's petty bourgeoisie and "Shenzhen people" insisting on "making money" to the fullest.
In Shenzhen is so pragmatic, as long as there are opportunities for cooperation, whether you have previously recognized or not, a meal down to reach a cooperative relationship, in such a development background, Shenzhen has also given birth to a large number of such as Wenyuan Zhixing, Hailiang Technology, Yishi Technology and a large number of enterprises dedicated to unmanned driving.
According to the TOP100 of the 2021 autonomous driving patent ranking released by Zero One Think Tank, the top 10 companies are Baidu (2009), Huawei (1332), DJI (705), Geely (664), Tencent (522), Botai Yuezhen (512), Didi (453), Xiaopeng Automobile (434), Chery Automobile (420) and BYD (397). Among them, four companies were born in Shenzhen, and it is no exaggeration to say that Shenzhen has become a leader in the field of domestic intelligent driving.
If Huawei, DJI, Tencent and other large enterprises lead, Wenyuan Zhixing, Yishi Technology and other small and medium-sized enterprises follow the pattern, constitute Shenzhen's leading position in the field of unmanned driving, then BYD's advantage in the manufacturing end is the cornerstone of Shenzhen's construction of intelligent vehicle development.
Compared with many traditional automobile cities, only BYD can come up with the Shenzhen automobile manufacturing industry is not conspicuous, but it should be known that in the era of intelligent cars, the simple manufacturing level cannot form a competitive barrier, and more need to consider the development of the intelligent level, of which Shenzhen, which has led the field of unmanned driving, has an absolute right to speak.
Of course, this is not to say that manufacturing is not important, in the author's view, BYD's manufacturing level can support the development of Shenzhen intelligent vehicles, which is reflected in BYD's long-term OEM for Huawei, OPPO and other electronic products, on the other hand, it is also shown in the rapid execution ability of the transformation of mask factories, in addition, BYD and Didi's special car D1 has also been officially put into operation, and the prototype of the era of intelligent travel has begun to appear.
From such a state, it is not difficult to see that Shenzhen, which has both certain manufacturing capabilities and intelligent development potential, is a combination of Detroit and Silicon Valley, and with the gradual deepening of industrial integration, Shenzhen has the strength to lead China's intelligent automobile industry to stride forward.
| Xu Jinkai |
Moving forward in the midst of possession and loss...