Author 丨 Cui Liwen
Responsible editor 丨 Cui Liwen
Edit 丨 Chic
Both are needed, but the purposes intersect and are different.
"Beijing and Shanghai, who do you think is more suitable for me?"
"I think it's still up to you, but it's important to remember that they are two places with very different personalities, so you must think more carefully before making a decision."
During the Spring Festival holiday, I took the time to return to my hometown lanzhou, and when I communicated with my cousin who was about to graduate from college, the brief dialogue at the beginning occurred. As for the background, it has received offers from two companies located in Beijing and Shanghai, and has been entangled for a time.
And what I want him to do in advance is to prepare his mind and psychological construction in advance, no matter where he chooses in the end, he will go to one of the best cities in China.
Opportunities exist, but the pressures of survival, the challenges of finding a job, and even the risk of turmoil are clearly there.
It's not that everyone will get a happy ending. As a witness, I have witnessed too many friends who were once full of confidence, and finally returned home. The TV series "Kitakami Hiroshi Doesn't Believe in Tears" reflects the most real side.
The classic line, "What kind of person, will be in what kind of place, not you choose this city, but this city chooses you." ”
Although it is slightly emotional, the reason is very simple and straightforward.
This brings the perspective back to the automotive industry, and as the wave of electrification transformation intensifies, it continues to spawn a batch of new forces to build cars.
As "latecomers", their development concepts and behavior methods have formed a huge impact on the market order and model incubated by traditional car companies. At the same time, it has bred a "blue ocean" with enough expectations in the future.
Therefore, Beijing and Shanghai, as the two cities with the sharpest sense of "smell" in China's strategy, will never let the "cake" sent to their mouths slip away.
A battle about the car-making of new forces slowly kicked off.
However, from the perspective of the two, thinking and weighing things may not be the same.
In turn, two interesting angles emerge.
01
Shanghai: A business card is required
Before proceeding with this paragraph, I would like to share an up-to-date set of data.
In 2021, the total output value of new energy vehicles in Shanghai will exceed 160 billion yuan, an increase of 200% year-on-year. Total production reached 550,000 units, up 170% year-on-year. The city's cumulative use of new energy vehicles exceeds 670,000, of which more than 250,000 last year, accounting for 43% of new car sales.
Shanghai's goal is to produce more than 1.2 million new energy vehicles in the city by the end of the "14th Five-Year Plan", that is, by 2025, with an output value of more than 350 billion yuan, and build a charging network to meet the charging needs of more than 1.25 million electric vehicles.
What is certain is that whether it is now or in the future, firmly packing the business card of "China's new energy vehicle capital" into the pocket is what Shanghai is doing and will continue to do.
As a bystander, it can be seen that when Tesla was introduced in the Shanghai Lingang Free Trade Zone, it defied all difficulties and gave this American car company as many and reasonable preferential policies as possible.
Correspondingly, Tesla's feedback is that in 2021, Tex Shanghai factory delivered more than 480,000 new cars, an increase of 235% year-on-year, accounting for 51.7% of Tesla's annual total global deliveries.
Tesla's Shanghai factory (Lingang New Area) contributed more than 150 billion yuan in total output value, accounting for 93.75% of the entire Shanghai new energy vehicle sector.
After a "win-win" of each taking what they need, the industrial cluster effect is vividly reflected.
Shanghai, no doubt, has tasted the sweetness of it. As a result, it is also more and more determined to introduce or leave, and the pace of more high-quality new forces to build cars. Among them, it includes the largest "lost pearl" before.
I believe that most people have heard of such a saying: At the beginning, because of the sudden appearance of Tesla, it robbed Weilai of the opportunity to settle in Shanghai. But is that really the case? From another answer, Shanghai actually gave NIO better related policies than Tesla.
But at that time, limited by some of its own bottlenecks and recent development conditions, the latter could not "catch" all the conditions offered by the former, which caused the two sides to finally not hold hands, not the rumored version of "having a new love and forgetting the old love".
At this point, although it is impossible to verify who is the party who is close to the truth, I personally prefer to believe the latter statement. After all, from the perspective of trying to become the "capital of new energy vehicles", missing Weilai is bound to be a loss for Shanghai.
At this moment, the rapid "stop loss" is quietly happening.
On September 24, 2021, the Hongqiao International Central Business District held a ceremony, and a number of major projects with a total investment of more than 30.2 billion yuan were signed centrally, a number of major projects with a total investment of 29 billion yuan were started centrally, and a number of important functional platforms were unveiled. Among them, Jiading Jiangqiao has 10 projects signed in a centralized manner, including Weilai International Headquarters and reshaping R&D and production centers.
After understanding, it was learned that the NIO International Headquarters project will undertake its international business and be responsible for the planning and landing and comprehensive management of NIO's business in overseas markets.
The R&D and production center will focus on building a R&D and production center integrating R&D and production of fuel cell stacks, integrated design of power systems, vehicle integration and trial production and commissioning, and will become a research and development base relying on the "National Power Battery Innovation Center Fuel Cell Sub-Center".
As soon as the news came out, it was already able to directly sit on an important part of weilai's strategic map, and it was becoming more and more closely bound to Shanghai.
As a "magic capital", it is also urgent to recruit more and more similar new forces to build cars, join its camp, and continuously strengthen its own strength.
Therefore, it can be seen that in many years, in addition to Tesla and Weilai, Nezha, Weima, Tianji, Aichi, Gaohe including the ideal R & D and design center, the wisdom of SAIC Holding Group, Changan's high-end new energy brand Avita, etc., are also rooted here.
From their respective perspectives, this is perhaps one of the few in China that can provide the best soil for "smart electric vehicles" to thrive.
On the other hand, Shanghai, as a recognized "financial capital", for a long time in the past, it seems that there is always a lack of a business card that is sufficiently specific and eye-catching to fully introduce itself.
And this time, it is clear that the answer is still quite appropriate.
02
Beijing: Someone needs to take over
Two days ago, the 2022 Beijing Winter Olympics came to a successful conclusion.
Looking back on the past half a month, we witnessed the opening and closing ceremonies under the guidance of Zhang Yimou, witnessed the humility and self-confidence of Gu Ailing and Su Yiming after winning the gold medal, and witnessed That Beijing, as a rare "double Olympic city", once again showed the best side to the world without reservation after 2008.
In this era, I believe that many people feel the same way, because the motherland is getting stronger and stronger, and I am sincerely proud.
As everyone knows, similar emotions have also extended to the automobile sector. As mentioned in the article "Autonomy, Soldiers In the City| Siege of BBA": When independent brands, especially new forces build cars, with "electrification" as a pusher, they have already started a process of fierce attack, and the target is the BBA that has occupied the luxury car market for a long time.
What is even more interesting is that when it comes to the layout of The Automotive Industry in Beijing, it is exactly the same as described in the above paragraph.
Beijing Benz, as the absolute source of profit and sales of the entire BAIC Group, although it has encountered twists and turns, it still continues to perform with a very strong terminal performance, acting as a "cash cow".
Beijing Hyundai and BAIC BJEV, as joint ventures and independent brands, are gradually lagging behind the weak representatives of the broader market, and are invariably caught in difficulties and struggles.
Under the vicious circle, the base plate and debris they leave behind urgently need to find fresh blood and undertake it as much as possible. This has led to new forces to build cars, trying to use their hands to reawaken the vitality of the entire Beijing automobile map.
Therefore, it can be seen that recently, Jidu has officially selected the headquarters site and finalized the Yizhuang Innovation Building in the high-end industrial area of the Beijing Pilot Free Trade Zone.
Last year, as a high-end new energy brand incubated by the Great Wall, Sharon also moved its headquarters from Shanghai to Beijing.
During the "two sessions" in Beijing in 2022, it was clearly pointed out that promoting the start of xiaomi cars and the construction of ideal cars is one of the city's next key tasks.
In October 2021, the ideal Beijing green intelligent factory officially started construction in Shunyi District, with a total investment of 6 billion yuan. According to the plan, the plant will be completed and put into operation in the second half of 2023, and the first phase will achieve an annual production capacity of 100,000 pure electric vehicles.
In November 2021, Xiaomi Automobile officially settled in the Beijing Economic and Technological Development Zone, and will build a vehicle plant in two phases, with an estimated cumulative annual output of 300,000 vehicles, and the first car will roll off the production line in 2024 and achieve mass production.
Behind the various measures, the common goal is proposed in the "14th Five-Year Plan for National Economic and Social Development of Beijing municipality and the Outline of Long-term Goals for 2035": by 2025, the cumulative ownership of new energy vehicles in the city will strive to reach 2 million, and the electrification rate of vehicles will increase from the current 6% to 30%.
For reference, according to relevant statistics, by the end of 2020, the number of new energy vehicles in Beijing is 400,000. In other words, in five years, a net increase of 1.6 million vehicles is still needed. There is no easy way to achieve it.
After all, compared with Shanghai's "hundred flowers blooming" with new forces to build cars, there are still only a few brands that Beijing can really rely on.
Next, how to attract more new entrants is a big problem in front of the city. If it cannot be better solved, it is likely to drag down the entire process of "renewing" its automotive industry map.
At the end of the article, I still want to say that whenever I open a search engine and enter the keyword "Beijing and Shanghai", the topic of who is better will always appear on the home page.
We are also accustomed to comparing the two cities from various dimensions such as transportation convenience, urban construction, economic output value, culture, environment and even the happiness of life.
Returning to the question raised by the title of this article, "Beijing or Shanghai, who is more "in urgent need" of new cars?" 》
The answer seems to focus on: both are needed, but the purpose is intersecting and different.
One is to hope that the new forces to build cars can become its business card, and the other is to hope that the new forces can take over the things left over from the past and renew the future.
As for my cousin, he had already packed his bags and was on the train to the city where he had finally chosen...
Cui Liwen
Love the car as fate,
More love electric cars
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