Changzhou Wuhu Wenzhou concerted efforts Yangtze River Delta multi-city search for "automobile industry dream"

"We caught up with a wave of industry upswing." The relevant person in charge of the Changzhou Municipal Bureau of Industry and Information Technology recently told the "China Business Daily" reporter that since the "Thirteenth Five-Year Plan", especially in the past two years, the new energy automobile industry in Changzhou has entered a rapid development channel, and the growth momentum of many new energy vehicle segments such as vehicles and power batteries is strong.

According to reports, in the past 2021, the output value of the new energy vehicle and auto core parts industry in Changzhou City, Jiangsu Province, exceeded 130 billion yuan, and the output value of the automobile industry increased by more than 70%. At the same time, Changzhou City has issued a plan, proposing a new goal of "seeking a new energy automobile industry scale of 400 billion yuan by 2025".

In addition to Changzhou, a number of second- and third-tier cities in the Yangtze River Delta, such as Wuhu City in Anhui Province and Wenzhou City in Zhejiang Province, have also released new energy vehicle industry development plans in early 2022. For example, Wenzhou City, Zhejiang Province, proposed that in the future, it is necessary to "achieve the overall competitiveness of upstream and downstream enterprises in the new energy automobile industry chain and create a 100-billion-level new energy automobile industry cluster.".

Lu Wenliang, a special researcher in the automotive industry at the Industrial Science and Technology Innovation Center of the Chinese Academy of Sciences, said in an interview with reporters that in the process of the automotive industry moving towards the era of new energy vehicles, if the local government seizes the opportunity of industrial restructuring, it will bring new opportunities for the development of the automotive industry.

Battle the new energy vehicle track

In the increasingly hot new energy vehicle track, many second- and third-tier cities in the Yangtze River Delta are quietly "emerging" with the help of capital leverage and forward-looking layout.

According to local media reports in Changzhou, in 2021, Changzhou's new energy vehicle production and power battery industry have doubled, and continue to maintain a leading position in Jiangsu Province. In the previous 2020, there were nearly 300 enterprises above the scale of the new energy automobile industry in Changzhou, with an output value of nearly 100 billion yuan, accounting for 23.8% of the output value of new energy vehicles in Jiangsu Province.

Not only changzhou city, but also in Wuhu City, Anhui Province, more than 200 kilometers away, the new energy and intelligent networked automobile industry has also developed rapidly.

It is understood that the automobile and parts industry is one of the four first industries in Wuhu City, and there are nearly 1,000 automobile and parts enterprises in the city, with an output value of more than 140 billion yuan, and a complete industrial chain has been formed. Since 2021, Wuhu City has taken new energy and intelligent connected vehicles as the first of the ten strategic emerging industries, and strives to create an advanced manufacturing cluster of new energy and intelligent connected vehicles with the Wuhu Economic Development Zone as the main body, and has landed 108 major projects including Fu Neng Technology Power Battery, BYD Battery, Chery "Future Factory" and Chery New Energy Vehicle Phase IV Base, with a total investment of 154.363 billion yuan.

The reporter further combed and found that many second- and third-tier cities in the Yangtze River Delta, such as Wenzhou City, Jinhua City and Anhui Province, also attach great importance to the development of the new energy automobile industry, and in recent years, there has been a "hundred flowers blooming" trend in the field of new energy vehicle manufacturing.

In the view of many interviewed industry insiders, Changzhou and Wuhu and other second- and third-tier cities in the Yangtze River Delta have a good manufacturing base, and the conditions for the development of the new energy automobile industry are unique, and the superior geographical location and other factors have further promoted the development of the new energy automobile industry in these cities.

"The Yangtze River Delta region is one of the central areas of the entire new energy automobile industry in China, and it is also a major automobile consumer market. For international and domestic vehicle and parts companies, the Yangtze River Delta is a market that must be competed for. In the view of a new energy automobile industry person, "the layout of car companies is close to the core market, the logistics radius is short, the cost advantage is obvious, and more market information can be mastered, which is the main reason why many vehicle and parts companies are concentrated in the Yangtze River Delta region." ”

It is worth noting that on May 24, 2021, the Yangtze River Delta New Energy Vehicle Industry Chain Alliance was officially established in Hangzhou, led by SAIC Motor, Geely Holding Group, Chery Holding Group and Jiangsu Society of Automotive Engineers, with the participation of 73 new energy automobile industry chain enterprises in Jiangsu Province, Zhejiang Province, Anhui Province and Shanghai Municipality, involving upstream, middle and downstream enterprises in the battery, motor, Vehicle Networking, software and other industries, which will be based on building a new energy vehicle industry ecosystem in the Yangtze River Delta. Promote the integrated development of the new energy automobile industry in the Yangtze River Delta.

Build a 100-billion-level industrial cluster

In the many second- and third-tier cities in the Yangtze River Delta competing for the new energy vehicle track, the output value of 100 billion yuan is becoming a "common pursuit".

"From the current point of view, the output value of the power battery industry will definitely exceed 100 billion yuan, and the entire new energy automobile industry will reach more than 200 billion yuan." The above-mentioned person in charge of the Changzhou Industrial and Information Technology Bureau said that the above data "depends on the specific market development, and there is no way to predict it now," but at the same time, he stressed that "our entire new energy automobile industry is aiming to step up to the step of 400 billion yuan." ”

According to the "Changzhou "14th Five-Year Plan" New Energy Automobile Industry Development Plan, by 2025, the scale of Changzhou's new energy automobile industry will reach 400 billion yuan, the production and sales of new energy vehicles will reach 600,000 vehicles, and the scale will reach 120 billion yuan; the scale of the auto parts industry will reach 280 billion yuan, of which the power battery industry will reach 180 billion yuan.

According to the "Several Policies and Measures for Wenzhou to Support the Development and Promotion and Application of the New Energy Automobile Industry" issued in January 2022, Wenzhou will "achieve the overall competitiveness of upstream and downstream enterprises in the new energy automobile industry chain and build a 100-billion-level new energy automobile industry cluster" in the future.

According to the incentive measures for new energy automobile enterprises issued by Wenzhou City, the city gives a reward of 1 million yuan to each new model developed by the vehicle manufacturer, with a maximum reward of 5 million yuan; the annual production and sales of the vehicle reach 50,000, 100,000 and 150,000 vehicles are given a reward of 10 million yuan, and the annual supply of power batteries reaches 3GWh, 6GWh, and 9GWh.

Wuhu City, which owns chery Automobile and other vehicle companies, also put forward the goal of "building a world-class industrial cluster" and "leading the industry scale in China" in the field of new energy vehicles.

The "Wuhu New Energy and Intelligent Connected Vehicle Industry Development Action Plan (2021-2023)" shows: "By 2023, the city's new energy and intelligent connected vehicles will achieve a development trend of leading domestic industrial scale, prominent advantages of core components, continuous improvement of innovation capabilities, and continuous improvement of industrial ecology." ”

The above-mentioned plan of Wuhu City puts forward specific targets such as "the total output value of the new energy and intelligent networked automobile industry accounts for more than 50% of Anhui Province; the parts industry accounts for more than 35% of the supporting market share of vehicle enterprises in Anhui Province".

The relevant person in charge of Wuhu City has also publicly proposed that it is necessary to "focus on the goal of building a 500 billion automobile industry cluster, promote the realization of the 'new four modernizations' of the traditional automobile manufacturing industry, and create a world-class new energy and intelligent networked automobile industry cluster".

The relevant person in charge of the Changzhou Bureau of Industry and Information Technology also said that the entire new energy vehicle sector accounts for about 10% of the industrial scale of Changzhou City, "which belongs to the leading advantageous industry, and we now propose to position the new energy automobile industry as a landmark industry in Changzhou to build." ”

"New energy vehicles are on a high-speed growth track." Lu Wenliang also believes that the local governments of many second- and third-tier cities in the Yangtze River Delta attach great importance to the development of the new energy automobile industry, hoping to drive economic development through this high-speed growth industry, and the opportunities brought about by the restructuring of the new energy automobile industry have also given many second- and third-tier cities the opportunity to "overtake in curves".

Aim at the leading accurate investment promotion

There are many cities competing for the new energy vehicle track, and attracting investment is becoming a "key move" to stand out.

The relevant person in charge of the Changzhou Industrial and Information Technology Bureau told reporters that the rapid development of Changzhou's new energy automobile industry is inseparable from a series of major projects introduced by "double strokes and double introduction" (investment attraction, talent attraction and wisdom). "For the leading backbone enterprises in the world and the country, Changzhou City selectively attracts investment, and from the results, we have taken the right path." The person in charge said that in the field of new energy auto parts, Changzhou has also cultivated and introduced a number of specialized and special new 'little giant' enterprises, "The effect of these enterprises driving industrial development is more obvious." ”

It is understood that in recent years, in addition to the introduction of ideal automobiles and BYD and other famous new energy vehicle enterprises, Changzhou has also brought together representative power battery companies such as China New Guinea, Hive Energy and Times SAIC, forming a complete new energy vehicle industry chain.

The above-mentioned person in charge of Changzhou Industrial and Information Technology Bureau said that in 2021 alone, Changzhou's power battery industry has been built and the production capacity under construction exceeds 230GWh, ranking first in Jiangsu Province. Vehicle power battery production of more than 57GWh, domestic loading volume accounted for one-third, ranking first in the country, "through years of continuous cultivation and development, Changzhou has become the world's well-known, the largest domestic power battery industry agglomeration development zone." ”

The Wuhu new energy vehicle development plan has made a specific "split" of the investment target. The city clearly stated in the plan that in the future, it will introduce and cultivate more than 2 vehicle companies with important influence, as well as more than 10 single champions of key components, specialized new champions and "small giant" enterprises.

"We aim at the leading enterprises in the industrial chain with strong driving force in the Yangtze River Delta, carry out accurate investment promotion, and promote the landing of a number of core projects in the new energy and intelligent networked automobile industry, and the momentum of strong chain health chain has been formed." Zhuang Caigang, head of the First Bureau of Investment Promotion of Wuhu Economic Development Zone, said that the Wuhu Economic Development Zone has established an intelligent networked vehicle development alliance to continue to pay attention to the upstream, middle and downstream enterprises of intelligent networked vehicles and promote industrial chain cooperation.

According to reports, Wuhu City has also set up a special class for the promotion of new energy and intelligent networked automobile industry, and the relevant units are studying the introduction of special support policies for the promotion and application of new energy and the intelligent networked automobile industry to further expand the scale of the new energy automobile industry, improve the technical level, and enhance brand influence.

"The business environment is productivity." In the view of industry insiders, compared with Shanghai and Hefei and other hot cities for the development of new energy vehicles, the second- and third-tier cities in the Yangtze River Delta need to pay attention to improving the business environment while actively carrying out investment promotion work, and investment promotion should be more secure, providing a superior business environment for the development of new energy vehicle enterprises.

"Judging from the feedback from enterprises, changzhou's business environment has played a relatively large role in 'double strokes and double introduction'." According to the person in charge of the Changzhou Bureau of Industry and Information Technology, there are already new energy automobile enterprises in Changzhou "tasted the sweetness", "some enterprises not only laid out manufacturing bases in Changzhou, but also transferred research and development bases, which will help Changzhou's new energy automobile industry to further expand its advantages." ”