In the 2022 Guangzhou Municipal Government Work Report, the "intelligent and new energy automobile industry" was listed in the six "advanced manufacturing clusters with an output value of more than 100 billion yuan" in Guangzhou, and was also designated as one of the "three emerging pillar industries". It can be seen that sitting on CAR companies such as GAC, Toyota, Honda, Nissan and Xiaopeng, the automobile industry has become a priority for Guangzhou's development.
Feng Xingya, general manager of GAC Group, once proposed to establish a "Nanfan Strategic Alliance" for the automotive industry in Nansha and Panyu to create a world-class competitive intelligent network and new energy automobile industry cluster. Nowadays, Panyu has two independent brands of GAC Trumpchi and GAC E'an, while Nansha has GAC Toyota and GAC Co-creation, as well as self-driving companies such as Xiaoma Zhixing.
At the time when Xiaopeng Automobile's Guangzhou plant is about to be put into operation, gac Aeon's second plant has also begun construction, and the latest major events about Guangzhou's automobile industry happen to involve Nansha, that is, Evergrande Automobile's Nansha factory and Tesla's second factory.
WILL GAC TAKE OVER EVERGRANDE AUTO'S NANSHA PLANT?
The car circle is very small, just like the Toyota car and Xiaopeng car running all over the streets on Nansha Road, and some of the personnel of Evergrande Automobile's Nansha factory come from GAC Toyota and Xiaopeng Motors. In the days when Evergrande Group was in crisis, the focus of the automobile sector fell on Evergrande Automobile's Tianjin plant, which was once the factory of Guoneng Automobile, and coincidentally, there were also some former employees of Tianjin Toyota.
From Evergrande Faraday to Hengchi, where does this new new energy automobile factory in Nansha, which has not yet been opened, go? GAC is admittedly the best and only black knight, and the focus is on how to pick up.
GAC Aeon has just taken over GAC FCA's Guangzhou plant, and the reserve capacity of GAC Trumpchi is enough. GAC Hechuang, which had been located next door to Evergrande Automobile and did not have its own factory, was a good choice, but it had already joined the Hangzhou subsidiary of GAC Passenger Vehicles.
Although from the point of view of the supporting distance of parts, GAC Toyota is the best object to take over Evergrande Automobile's Nansha plant, but the equipment requirements to reach the outrageous GAC Toyota, to make Evergrande Automobile meet Toyota's global standards, it is much simpler to directly tear down and rebuild.
Which sector of GAC Group will Evergrande Automobile's Nansha plant become? Will it? If you are bold, will GAC match Toyota to build a Lexus electric vehicle factory here?
Will Tesla give Nansha another chance?
Even if it is an important automobile town in the country, the development of new energy vehicles in Guangzhou is remarkable, but the development speed is slightly slow. At present, only Xiaopeng Automobile has just built a second factory here, and the three major Japanese car companies are not strong enough in the development of electric vehicles.
Tesla's first factory in China is reported to have been infinitely close to Nansha, Guangzhou, and the miraculous completion and operation of the Shanghai factory seems to witness tesla's correct choice that year. After the rapid realization of 500,000 vehicles, Tesla's catfish effect has begun to bear fruit, and it is too logical for Musk to build a second factory outside Shanghai to get more resources.
For Tesla, Guangzhou Nansha can be said to have the comprehensive advantages of time, location, and people.
Tianshi: In the era of large-scale development of the free trade zone, Nansha tai needs another multinational car company that can really bring employment.
Geographical advantages: The land is inexhaustible, and there are two major hubs of Nansha Port and Nansha Port Railway, as well as the second largest parallel import car port in the country and one of the few autonomous driving test road environments in the country.
People: The parts supply chain and automotive talents cultivated by GAC Group can almost be obtained by Tesla. Tesla, which attaches the greatest importance to self-driving technology, also has Xiaoma Zhixing and Xiaopeng Automobile Research Institute here.
As a free trade zone, Nansha seems to have lost its direction of development, and its development speed lags far behind that of Shenzhen Qianhai, which docked with Hong Kong, and Zhuhai Hengqin, which docked with Macao. If Tesla, a multinational giant, eventually arrives, Nansha will have new development opportunities.
Nansha's dream of new energy vehicles, which arose because of Faraday's future, was also extinguished by Evergrande. From Evergrande Faraday's FF91 luxury electric car to Evergrande's newly created Hengchi Automobile, Nansha wasted a lot of time and missed a lot of opportunities.
For Nansha, evergrande automobile's 200,000-capacity factory is the biggest pain in its heart, and this pain may make Nansha pour out to compete for Tesla's second factory.
Whether it is Evergrande's Nansha factory or Tesla's second factory, the former needs GAC's financial and material resources, and the latter wants to rob GAC of manpower and fame. In the end, these major events must be nodded by the GAC Group in order to have the hope of success, after all, this is the territory of the GAC Group.
Regardless of the final result, GAC Group will play an important role in the issue of Evergrande and Tesla, whether it is a receiver or a spoiler, depending on the pattern, vision and boldness of GAC.
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